Meridian Wealth Management, LLC Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Meridian Wealth Management, LLCInvestment ActivityMeridian Wealth Management, LLC has $600.69 million in total holdings as of March 31, 2024.Meridian Wealth Management, LLC owns shares of 199 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 8.64% of the portfolio was purchased this quarter.About 172.85% of the portfolio was sold this quarter.This quarter, Meridian Wealth Management, LLC has purchased 592 new stocks and bought additional shares in 96 stocks.Meridian Wealth Management, LLC sold shares of 83 stocks and completely divested from 405 stocks this quarter.Largest Holdings Microsoft $67,475,867Apple $66,303,432Amazon.com $50,903,541Berkshire Hathaway $29,214,786iShares Core S&P 500 ETF $17,572,176 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $3,251,571 HoldingGENERAL ELECTRIC CO $1,934,469 HoldingGRAYSCALE BITCOIN TR BTC $1,445,898 HoldingFIDELITY WISE ORIGIN BITCOIN $948,029 HoldingAMPLIFY ETF TR $415,176 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 138,727 shares (about $8.45M)Novo Nordisk A/S 42,385 shares (about $5.44M)iShares Semiconductor ETF 22,354 shares (about $5.05M)iShares Expanded Tech Sector ETF 58,010 shares (about $5.00M)iShares 7-10 Year Treasury Bond ETF 34,350 shares (about $3.25M) Largest Sales this Quarter iShares MSCI EAFE ETF 44,052 shares (about $3.52M)Advanced Micro Devices 15,286 shares (about $2.72M)Walt Disney 8,622 shares (about $1.05M)Abbott Laboratories 8,400 shares (about $954.73K)iShares Core S&P Small-Cap ETF 8,552 shares (about $945.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$67,475,867$170,981 ▼-0.3%160,61811.2%Computer and TechnologyAAPLApple$66,303,432$889,583 ▲1.4%386,38011.0%Computer and TechnologyAMZNAmazon.com$50,903,541$1,442,678 ▲2.9%282,2028.5%Retail/WholesaleBRK.BBerkshire Hathaway$29,214,786$674,935 ▲2.4%69,4734.9%FinanceIVViShares Core S&P 500 ETF$17,572,176$1,671,312 ▲10.5%33,4242.9%ETFAMDAdvanced Micro Devices$15,533,293$2,720,524 ▼-14.9%87,2782.6%Computer and TechnologyCATCaterpillar$13,631,521$923,767 ▲7.3%37,2012.3%Industrial ProductsIWMiShares Russell 2000 ETF$12,697,986$649,200 ▼-4.9%60,3802.1%FinanceNVONovo Nordisk A/S$12,375,962$5,442,234 ▲78.5%96,3862.1%MedicalHDHome Depot$12,350,330$32,606 ▲0.3%32,1962.1%Retail/WholesaleCVXChevron$10,995,136$1,404,047 ▲14.6%69,7041.8%Oils/EnergyIBMInternational Business Machines$10,666,118$2,015,025 ▲23.3%55,8761.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$10,566,880$8,449,204 ▲399.0%173,4971.8%ETFPEPPepsiCo$10,112,901$442,248 ▲4.6%57,7851.7%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$8,090,942$926,217 ▼-10.3%157,7801.3%ManufacturingJNJJohnson & Johnson$7,753,751$640,846 ▼-7.6%49,0141.3%MedicalSOXXiShares Semiconductor ETF$7,624,493$5,050,162 ▲196.2%33,7491.3%ETFDEDeere & Company$6,925,186$187,878 ▼-2.6%16,8451.2%Industrial ProductsSHViShares Short Treasury Bond ETF$6,643,122$1,572,763 ▲31.0%60,0971.1%ETFLLYEli Lilly and Company$6,610,511$1,229,211 ▲22.8%8,4971.1%MedicalIGMiShares Expanded Tech Sector ETF$5,999,162$4,999,302 ▲500.0%69,6121.0%ETFIJRiShares Core S&P Small-Cap ETF$5,776,878$945,130 ▼-14.1%52,2721.0%ETFPANWPalo Alto Networks$5,147,299$159,965 ▼-3.0%18,1160.9%Computer and TechnologyDOWDOW$5,133,884$256,235 ▲5.3%88,8190.9%Basic MaterialsAMGNAmgen$4,417,013$129,937 ▲3.0%15,5350.7%MedicalKYNKayne Anderson Energy Infrastructure Fund$4,347,581$143,734 ▲3.4%434,3240.7%Financial ServicesAMATApplied Materials$4,308,273$113,837 ▼-2.6%20,8910.7%Computer and TechnologyLOWLowe's Companies$3,904,313$22,374 ▼-0.6%15,3560.6%Retail/WholesaleEMREmerson Electric$3,710,606$109,789 ▲3.0%32,7160.6%Industrial ProductsFEFirstEnergy$3,606,431$174,679 ▲5.1%93,3820.6%UtilitiesLAMRLamar Advertising$3,562,195$229,981 ▲6.9%29,8320.6%FinanceNOCNorthrop Grumman$3,489,035$390,117 ▲12.6%7,2890.6%AerospaceDISWalt Disney$3,483,682$1,054,905 ▼-23.2%28,4730.6%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$3,252,859$3,517,994 ▼-52.0%40,7320.5%FinanceIEFiShares 7-10 Year Treasury Bond ETF$3,251,571$3,251,571 ▲New Holding34,3500.5%ETFGISGeneral Mills$3,235,738$561,965 ▲21.0%46,2590.5%Consumer StaplesBMYBristol-Myers Squibb$3,232,922$1,519 ▲0.0%59,5840.5%MedicalGILDGilead Sciences$3,085,396$96,252 ▲3.2%42,1210.5%MedicalDLRDigital Realty Trust$2,993,199$219,088 ▲7.9%20,7800.5%FinanceIWFiShares Russell 1000 Growth ETF$2,894,648$25,953 ▲0.9%8,5880.5%ETFPAYXPaychex$2,778,622$324,932 ▲13.2%22,6270.5%Business ServicesKOCoca-Cola$2,728,255$57,693 ▲2.2%44,5940.5%Consumer StaplesGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,717,756$5,190 ▼-0.2%26,1850.5%ETFABTAbbott Laboratories$2,605,733$954,731 ▼-26.8%22,9260.4%MedicalMCDMcDonald's$2,598,032$195,381 ▲8.1%9,2150.4%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$2,581,804$4,765 ▼-0.2%62,8480.4%FinanceBABoeing$2,480,549$111,164 ▼-4.3%12,8530.4%AerospaceCDNSCadence Design Systems$2,444,793$4,358 ▲0.2%7,8540.4%Computer and TechnologyDALDelta Air Lines$2,373,314$245,641 ▼-9.4%49,9220.4%TransportationLMTLockheed Martin$2,360,325$228,345 ▼-8.8%5,1890.4%AerospaceCFCF Industries$2,306,288$1,980 ▲0.1%27,9550.4%Basic MaterialsIEIiShares 3-7 Year Treasury Bond ETF$2,251,944$354,479 ▼-13.6%19,4460.4%ETFIOOiShares Global 100 ETF$2,232,774$305,875 ▲15.9%24,9720.4%ETFGENERAL ELECTRIC CO$1,934,469$1,934,469 ▲New Holding11,0210.3%COMIWRiShares Russell Mid-Cap ETF$1,919,803$132,696 ▼-6.5%22,8300.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,822,560$16,747 ▼-0.9%18,6100.3%FinanceCVSCVS Health$1,811,369$141,655 ▼-7.3%22,7100.3%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$1,710,257$62,823 ▼-3.5%8,7660.3%ETFNUENucor$1,672,519$6,123 ▲0.4%8,7410.3%Basic MaterialsIWPiShares Russell Mid-Cap Growth ETF$1,660,810$66,770 ▲4.2%14,5510.3%ETFCCitigroup$1,657,084$362,303 ▲28.0%26,2030.3%FinanceIWOiShares Russell 2000 Growth ETF$1,652,939$1,625 ▲0.1%6,1040.3%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,540,290$116,683 ▼-7.0%39,6810.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,539,999$355,988 ▼-18.8%18,8310.3%ManufacturingMUBiShares National Muni Bond ETF$1,479,285$239,302 ▼-13.9%13,7480.2%ETFKLACKLA$1,472,543$39,817 ▲2.8%2,1080.2%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$1,445,898$1,445,898 ▲New Holding22,8890.2%SHS REP COM UTFFord Motor$1,428,567$189,731 ▼-11.7%107,5730.2%Auto/Tires/TrucksFITBFifth Third Bancorp$1,409,853$34,754 ▼-2.4%37,8890.2%FinanceBPBP$1,385,211$18,275 ▼-1.3%36,7630.2%Oils/EnergyIWNiShares Russell 2000 Value ETF$1,379,663$180,874 ▼-11.6%8,6880.2%ETFCIThe Cigna Group$1,361,615$24,334 ▼-1.8%3,7490.2%MedicalGOLDBarrick Gold$1,332,889$33,092 ▼-2.4%80,5560.2%Basic MaterialsMUMicron Technology$1,332,059$15,915 ▼-1.2%11,2990.2%Computer and TechnologyIEViShares Europe ETF$1,297,2220.0%23,3020.2%ETFHONHoneywell International$1,265,519$10,467 ▼-0.8%6,1660.2%Multi-Sector ConglomeratesIJKiShares S&P Mid-Cap 400 Growth ETF$1,263,502$101,650 ▼-7.4%13,8470.2%ETFIWSiShares Russell Mid-Cap Value ETF$1,254,372$43,112 ▼-3.3%10,0090.2%ETFKRKroger$1,250,716$55,589 ▼-4.3%21,8920.2%Retail/WholesaleIYWiShares U.S. Technology ETF$1,250,425$55,106 ▼-4.2%9,2580.2%ManufacturingMSMorgan Stanley$1,243,053$41,526 ▼-3.2%13,2010.2%FinanceMARMarriott International$1,241,365$49,705 ▼-3.8%4,9200.2%Consumer DiscretionaryIXNiShares Global Tech ETF$1,205,285$20,648 ▼-1.7%16,1110.2%ETFHUMHumana$1,199,014$2,774 ▼-0.2%3,4580.2%MedicalBACBank of America$1,190,083$65,071 ▼-5.2%31,3840.2%FinanceFRTFederal Realty Investment Trust$1,186,328$185,858 ▲18.6%11,6170.2%FinanceGDGeneral Dynamics$1,178,555$424,585 ▼-26.5%4,1720.2%AerospaceIUSGiShares Core S&P U.S. Growth ETF$1,118,607$80,989 ▼-6.8%9,5440.2%ManufacturingFBCGFidelity Blue Chip Growth ETF$1,089,317$12,157 ▲1.1%28,3160.2%ETFDVYiShares Select Dividend ETF$1,042,767$55,434 ▼-5.0%8,4650.2%ETFPNCThe PNC Financial Services Group$974,387$29,733 ▲3.1%6,0300.2%FinanceCNICanadian National Railway$965,434$659 ▼-0.1%7,3300.2%TransportationTLTiShares 20+ Year Treasury Bond ETF$960,416$134,364 ▼-12.3%10,1500.2%ETFFIDELITY WISE ORIGIN BITCOIN$948,029$948,029 ▲New Holding15,2760.2%SHSINTCIntel$946,923$20,662 ▲2.2%21,4940.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$939,486$195,599 ▼-17.2%5,2450.2%ETFCLColgate-Palmolive$931,765$46,467 ▼-4.8%10,3470.2%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$919,088$6,124 ▲0.7%8,8550.2%ETFFIFiserv$886,362$2,078 ▼-0.2%5,5460.1%Business ServicesLRCXLam Research$880,762$16,508 ▲1.9%9070.1%Computer and TechnologyShowing largest 100 holdings. 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