Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

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About Meridian Wealth Management, LLC

Investment Activity

Meridian 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: $67,475,867
Apple: $66,303,432
Amazon.com: $50,903,541
Berkshire Hathaway: $29,214,786
iShares Core S&P 500 ETF: $17,572,176

Largest New Holdings this Quarter

iShares 7-10 Year Treasury Bond ETF: $3,251,571 Holding
GENERAL ELECTRIC CO: $1,934,469 Holding
GRAYSCALE BITCOIN TR BTC: $1,445,898 Holding
FIDELITY WISE ORIGIN BITCOIN: $948,029 Holding
AMPLIFY 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$67,475,867	$170,981 ▼	-0.3%	160,618	11.2%	Computer and Technology
AAPL Apple	$66,303,432	$889,583 ▲	1.4%	386,380	11.0%	Computer and Technology
AMZN Amazon.com	$50,903,541	$1,442,678 ▲	2.9%	282,202	8.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$29,214,786	$674,935 ▲	2.4%	69,473	4.9%	Finance
IVV iShares Core S&P 500 ETF	$17,572,176	$1,671,312 ▲	10.5%	33,424	2.9%	ETF
AMD Advanced Micro Devices	$15,533,293	$2,720,524 ▼	-14.9%	87,278	2.6%	Computer and Technology
CAT Caterpillar	$13,631,521	$923,767 ▲	7.3%	37,201	2.3%	Industrial Products
IWM iShares Russell 2000 ETF	$12,697,986	$649,200 ▼	-4.9%	60,380	2.1%	Finance
NVO Novo Nordisk A/S	$12,375,962	$5,442,234 ▲	78.5%	96,386	2.1%	Medical
HD Home Depot	$12,350,330	$32,606 ▲	0.3%	32,196	2.1%	Retail/Wholesale
CVX Chevron	$10,995,136	$1,404,047 ▲	14.6%	69,704	1.8%	Oils/Energy
IBM International Business Machines	$10,666,118	$2,015,025 ▲	23.3%	55,876	1.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$10,566,880	$8,449,204 ▲	399.0%	173,497	1.8%	ETF
PEP PepsiCo	$10,112,901	$442,248 ▲	4.6%	57,785	1.7%	Consumer Staples
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$8,090,942	$926,217 ▼	-10.3%	157,780	1.3%	Manufacturing
JNJ Johnson & Johnson	$7,753,751	$640,846 ▼	-7.6%	49,014	1.3%	Medical
SOXX iShares Semiconductor ETF	$7,624,493	$5,050,162 ▲	196.2%	33,749	1.3%	ETF
DE Deere & Company	$6,925,186	$187,878 ▼	-2.6%	16,845	1.2%	Industrial Products
SHV iShares Short Treasury Bond ETF	$6,643,122	$1,572,763 ▲	31.0%	60,097	1.1%	ETF
LLY Eli Lilly and Company	$6,610,511	$1,229,211 ▲	22.8%	8,497	1.1%	Medical
IGM iShares Expanded Tech Sector ETF	$5,999,162	$4,999,302 ▲	500.0%	69,612	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,776,878	$945,130 ▼	-14.1%	52,272	1.0%	ETF
PANW Palo Alto Networks	$5,147,299	$159,965 ▼	-3.0%	18,116	0.9%	Computer and Technology
DOW DOW	$5,133,884	$256,235 ▲	5.3%	88,819	0.9%	Basic Materials
AMGN Amgen	$4,417,013	$129,937 ▲	3.0%	15,535	0.7%	Medical
KYN Kayne Anderson Energy Infrastructure Fund	$4,347,581	$143,734 ▲	3.4%	434,324	0.7%	Financial Services
AMAT Applied Materials	$4,308,273	$113,837 ▼	-2.6%	20,891	0.7%	Computer and Technology
LOW Lowe's Companies	$3,904,313	$22,374 ▼	-0.6%	15,356	0.6%	Retail/Wholesale
EMR Emerson Electric	$3,710,606	$109,789 ▲	3.0%	32,716	0.6%	Industrial Products
FE FirstEnergy	$3,606,431	$174,679 ▲	5.1%	93,382	0.6%	Utilities
LAMR Lamar Advertising	$3,562,195	$229,981 ▲	6.9%	29,832	0.6%	Finance
NOC Northrop Grumman	$3,489,035	$390,117 ▲	12.6%	7,289	0.6%	Aerospace
DIS Walt Disney	$3,483,682	$1,054,905 ▼	-23.2%	28,473	0.6%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$3,252,859	$3,517,994 ▼	-52.0%	40,732	0.5%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$3,251,571	$3,251,571 ▲	New Holding	34,350	0.5%	ETF
GIS General Mills	$3,235,738	$561,965 ▲	21.0%	46,259	0.5%	Consumer Staples
BMY Bristol-Myers Squibb	$3,232,922	$1,519 ▲	0.0%	59,584	0.5%	Medical
GILD Gilead Sciences	$3,085,396	$96,252 ▲	3.2%	42,121	0.5%	Medical
DLR Digital Realty Trust	$2,993,199	$219,088 ▲	7.9%	20,780	0.5%	Finance
IWF iShares Russell 1000 Growth ETF	$2,894,648	$25,953 ▲	0.9%	8,588	0.5%	ETF
PAYX Paychex	$2,778,622	$324,932 ▲	13.2%	22,627	0.5%	Business Services
KO Coca-Cola	$2,728,255	$57,693 ▲	2.2%	44,594	0.5%	Consumer Staples
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$2,717,756	$5,190 ▼	-0.2%	26,185	0.5%	ETF
ABT Abbott Laboratories	$2,605,733	$954,731 ▼	-26.8%	22,926	0.4%	Medical
MCD McDonald's	$2,598,032	$195,381 ▲	8.1%	9,215	0.4%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$2,581,804	$4,765 ▼	-0.2%	62,848	0.4%	Finance
BA Boeing	$2,480,549	$111,164 ▼	-4.3%	12,853	0.4%	Aerospace
CDNS Cadence Design Systems	$2,444,793	$4,358 ▲	0.2%	7,854	0.4%	Computer and Technology
DAL Delta Air Lines	$2,373,314	$245,641 ▼	-9.4%	49,922	0.4%	Transportation
LMT Lockheed Martin	$2,360,325	$228,345 ▼	-8.8%	5,189	0.4%	Aerospace
CF CF Industries	$2,306,288	$1,980 ▲	0.1%	27,955	0.4%	Basic Materials
IEI iShares 3-7 Year Treasury Bond ETF	$2,251,944	$354,479 ▼	-13.6%	19,446	0.4%	ETF
IOO iShares Global 100 ETF	$2,232,774	$305,875 ▲	15.9%	24,972	0.4%	ETF
GENERAL ELECTRIC CO	$1,934,469	$1,934,469 ▲	New Holding	11,021	0.3%	COM
IWR iShares Russell Mid-Cap ETF	$1,919,803	$132,696 ▼	-6.5%	22,830	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,822,560	$16,747 ▼	-0.9%	18,610	0.3%	Finance
CVS CVS Health	$1,811,369	$141,655 ▼	-7.3%	22,710	0.3%	Retail/Wholesale
IWY iShares Russell Top 200 Growth ETF	$1,710,257	$62,823 ▼	-3.5%	8,766	0.3%	ETF
NUE Nucor	$1,672,519	$6,123 ▲	0.4%	8,741	0.3%	Basic Materials
IWP iShares Russell Mid-Cap Growth ETF	$1,660,810	$66,770 ▲	4.2%	14,551	0.3%	ETF
C Citigroup	$1,657,084	$362,303 ▲	28.0%	26,203	0.3%	Finance
IWO iShares Russell 2000 Growth ETF	$1,652,939	$1,625 ▲	0.1%	6,104	0.3%	ETF
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,540,290	$116,683 ▼	-7.0%	39,681	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,539,999	$355,988 ▼	-18.8%	18,831	0.3%	Manufacturing
MUB iShares National Muni Bond ETF	$1,479,285	$239,302 ▼	-13.9%	13,748	0.2%	ETF
KLAC KLA	$1,472,543	$39,817 ▲	2.8%	2,108	0.2%	Computer and Technology
GRAYSCALE BITCOIN TR BTC	$1,445,898	$1,445,898 ▲	New Holding	22,889	0.2%	SHS REP COM UT
F Ford Motor	$1,428,567	$189,731 ▼	-11.7%	107,573	0.2%	Auto/Tires/Trucks
FITB Fifth Third Bancorp	$1,409,853	$34,754 ▼	-2.4%	37,889	0.2%	Finance
BP BP	$1,385,211	$18,275 ▼	-1.3%	36,763	0.2%	Oils/Energy
IWN iShares Russell 2000 Value ETF	$1,379,663	$180,874 ▼	-11.6%	8,688	0.2%	ETF
CI The Cigna Group	$1,361,615	$24,334 ▼	-1.8%	3,749	0.2%	Medical
GOLD Barrick Gold	$1,332,889	$33,092 ▼	-2.4%	80,556	0.2%	Basic Materials
MU Micron Technology	$1,332,059	$15,915 ▼	-1.2%	11,299	0.2%	Computer and Technology
IEV iShares Europe ETF	$1,297,222		0.0%	23,302	0.2%	ETF
HON Honeywell International	$1,265,519	$10,467 ▼	-0.8%	6,166	0.2%	Multi-Sector Conglomerates
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,263,502	$101,650 ▼	-7.4%	13,847	0.2%	ETF
IWS iShares Russell Mid-Cap Value ETF	$1,254,372	$43,112 ▼	-3.3%	10,009	0.2%	ETF
KR Kroger	$1,250,716	$55,589 ▼	-4.3%	21,892	0.2%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$1,250,425	$55,106 ▼	-4.2%	9,258	0.2%	Manufacturing
MS Morgan Stanley	$1,243,053	$41,526 ▼	-3.2%	13,201	0.2%	Finance
MAR Marriott International	$1,241,365	$49,705 ▼	-3.8%	4,920	0.2%	Consumer Discretionary
IXN iShares Global Tech ETF	$1,205,285	$20,648 ▼	-1.7%	16,111	0.2%	ETF
HUM Humana	$1,199,014	$2,774 ▼	-0.2%	3,458	0.2%	Medical
BAC Bank of America	$1,190,083	$65,071 ▼	-5.2%	31,384	0.2%	Finance
FRT Federal Realty Investment Trust	$1,186,328	$185,858 ▲	18.6%	11,617	0.2%	Finance
GD General Dynamics	$1,178,555	$424,585 ▼	-26.5%	4,172	0.2%	Aerospace
IUSG iShares Core S&P U.S. Growth ETF	$1,118,607	$80,989 ▼	-6.8%	9,544	0.2%	Manufacturing
FBCG Fidelity Blue Chip Growth ETF	$1,089,317	$12,157 ▲	1.1%	28,316	0.2%	ETF
DVY iShares Select Dividend ETF	$1,042,767	$55,434 ▼	-5.0%	8,465	0.2%	ETF
PNC The PNC Financial Services Group	$974,387	$29,733 ▲	3.1%	6,030	0.2%	Finance
CNI Canadian National Railway	$965,434	$659 ▼	-0.1%	7,330	0.2%	Transportation
TLT iShares 20+ Year Treasury Bond ETF	$960,416	$134,364 ▼	-12.3%	10,150	0.2%	ETF
FIDELITY WISE ORIGIN BITCOIN	$948,029	$948,029 ▲	New Holding	15,276	0.2%	SHS
INTC Intel	$946,923	$20,662 ▲	2.2%	21,494	0.2%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$939,486	$195,599 ▼	-17.2%	5,245	0.2%	ETF
CL Colgate-Palmolive	$931,765	$46,467 ▼	-4.8%	10,347	0.2%	Consumer Staples
EFG iShares MSCI EAFE Growth ETF	$919,088	$6,124 ▲	0.7%	8,855	0.2%	ETF
FI Fiserv	$886,362	$2,078 ▼	-0.2%	5,546	0.1%	Business Services
LRCX Lam Research	$880,762	$16,508 ▲	1.9%	907	0.1%	Computer and Technology
ELV Elevance Health	$879,444	$239,047 ▲	37.3%	1,696	0.1%	Medical
AVUV Avantis U.S. Small Cap Value ETF	$836,737	$112,546 ▲	15.5%	8,929	0.1%	ETF
INTU Intuit	$822,937	$16,901 ▲	2.1%	1,266	0.1%	Computer and Technology
ENVX Enovix	$799,959	$108,375 ▲	15.7%	99,870	0.1%	Oils/Energy
ADP Automatic Data Processing	$793,424	$2,997 ▲	0.4%	3,177	0.1%	Business Services
DG Dollar General	$786,873	$152,162 ▲	24.0%	5,042	0.1%	Retail/Wholesale
AZN AstraZeneca	$755,277	$138,346 ▲	22.4%	11,148	0.1%	Medical
ITW Illinois Tool Works	$741,664	$4,830 ▲	0.7%	2,764	0.1%	Industrial Products
IVW iShares S&P 500 Growth ETF	$734,872	$17,479 ▼	-2.3%	8,703	0.1%	ETF
HAL Halliburton	$730,019	$41,273 ▼	-5.4%	18,519	0.1%	Oils/Energy
CLX Clorox	$717,672	$12,096 ▼	-1.7%	4,687	0.1%	Consumer Staples
ANET Arista Networks	$701,462	$117,152 ▲	20.0%	2,419	0.1%	Computer and Technology
OKE ONEOK	$701,259	$3,287 ▲	0.5%	8,747	0.1%	Oils/Energy
OXY Occidental Petroleum	$699,493	$354,783 ▼	-33.7%	10,763	0.1%	Oils/Energy
MDLZ Mondelez International	$696,820	$2,940 ▲	0.4%	9,955	0.1%	Consumer Staples
AXP American Express	$686,402	$17,985 ▼	-2.6%	3,015	0.1%	Finance
IWB iShares Russell 1000 ETF	$682,919	$4,032 ▲	0.6%	2,371	0.1%	ETF
CMG Chipotle Mexican Grill	$680,184	$26,161 ▲	4.0%	234	0.1%	Retail/Wholesale
IBB iShares Biotechnology ETF	$677,751	$12,487 ▼	-1.8%	4,939	0.1%	Finance
ECL Ecolab	$676,991	$4,849 ▲	0.7%	2,932	0.1%	Basic Materials
IYJ iShares U.S. Industrials ETF	$655,398	$15,587 ▼	-2.3%	5,214	0.1%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$624,104	$779 ▲	0.1%	4,005	0.1%	ETF
IAU iShares Gold Trust	$622,420	$57,218 ▼	-8.4%	14,816	0.1%	Finance
DVYE iShares Emerging Markets Dividend ETF	$616,513	$674,981 ▼	-52.3%	23,567	0.1%	ETF
SYLD Cambria Shareholder Yield ETF	$613,307	$361,566 ▲	143.6%	8,371	0.1%	ETF
CM Canadian Imperial Bank of Commerce	$613,103	$5,985 ▲	1.0%	12,088	0.1%	Finance
PH Parker-Hannifin	$610,268	$4,446 ▲	0.7%	1,098	0.1%	Industrial Products
CSL Carlisle Companies	$578,766	$392 ▲	0.1%	1,477	0.1%	Multi-Sector Conglomerates
IUSV iShares Core S&P U.S. Value ETF	$574,174	$41,600 ▼	-6.8%	6,349	0.1%	Manufacturing
MKC McCormick & Company, Incorporated	$548,039	$845 ▲	0.2%	7,135	0.1%	Consumer Staples
IYC iShares US Consumer Discretionary ETF	$540,341	$82 ▲	0.0%	6,592	0.1%	ETF
CTRA Coterra Energy	$526,573	$15,390 ▲	3.0%	18,887	0.1%	Oils/Energy
AZO AutoZone	$523,174	$513,719 ▼	-49.5%	166	0.1%	Retail/Wholesale
EFV iShares MSCI EAFE Value ETF	$522,853	$14,743 ▼	-2.7%	9,611	0.1%	ETF
IHI iShares U.S. Medical Devices ETF	$508,573	$6,738 ▼	-1.3%	8,680	0.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$507,103	$20,946 ▼	-4.0%	4,842	0.1%	ETF
EL Estée Lauder Companies	$496,825	$65,360 ▲	15.1%	3,223	0.1%	Consumer Staples
DHR Danaher	$486,954	$999 ▲	0.2%	1,950	0.1%	Multi-Sector Conglomerates
EZU iShares MSCI Eurozone ETF	$486,460	$231,358 ▼	-32.2%	9,527	0.1%	ETF
CPRT Copart	$476,624	$9,499 ▲	2.0%	8,229	0.1%	Business Services
AEP American Electric Power	$464,154	$81,018 ▼	-14.9%	5,391	0.1%	Utilities
NSC Norfolk Southern	$458,001	$4,333 ▲	1.0%	1,797	0.1%	Transportation
FSK FS KKR Capital	$457,575	$31,045 ▼	-6.4%	23,995	0.1%	Finance
CSX CSX	$441,652	$1,038 ▼	-0.2%	11,914	0.1%	Transportation
MBB iShares MBS ETF	$436,130	$130,867 ▼	-23.1%	4,719	0.1%	ETF
PKG Packaging Co. of America	$429,282	$190 ▲	0.0%	2,262	0.1%	Industrial Products
NEM Newmont	$421,939	$96,193 ▲	29.5%	11,773	0.1%	Basic Materials
AMPLIFY ETF TR	$415,176	$415,176 ▲	New Holding	6,476	0.1%	AMPLIFY CYBERSEC
ALB Albemarle	$414,982	$19,366 ▲	4.9%	3,150	0.1%	Basic Materials
GWW W.W. Grainger	$397,764	$13,225 ▲	3.4%	391	0.1%	Industrial Products
IWV iShares Russell 3000 ETF	$396,406		0.0%	1,321	0.1%	ETF
CHD Church & Dwight	$391,155	$626 ▲	0.2%	3,750	0.1%	Consumer Staples
PCAR PACCAR	$387,900	$29,362 ▼	-7.0%	3,131	0.1%	Auto/Tires/Trucks
ITA iShares U.S. Aerospace & Defense ETF	$385,838	$22,425 ▼	-5.5%	2,925	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$382,053	$692 ▲	0.2%	3,314	0.1%	ETF
FAST Fastenal	$381,458	$2,468 ▲	0.7%	4,945	0.1%	Retail/Wholesale
NGG National Grid	$374,490	$22,378 ▲	6.4%	5,489	0.1%	Utilities
DSI iShares MSCI KLD 400 Social ETF	$374,077	$34,124 ▲	10.0%	3,793	0.1%	ETF
IDT IDT	$372,164	$372,164 ▲	New Holding	9,843	0.1%	Utilities
IWX iShares Russell Top 200 Value ETF	$371,886	$611 ▲	0.2%	4,873	0.1%	ETF
CHDN Churchill Downs	$370,508	$1,485 ▲	0.4%	2,994	0.1%	Consumer Discretionary
NKE NIKE	$369,835	$411,095 ▼	-52.6%	3,935	0.1%	Consumer Discretionary
HSY Hershey	$369,550	$272,106 ▼	-42.4%	1,900	0.1%	Consumer Staples
FICO Fair Isaac	$353,640		0.0%	283	0.1%	Computer and Technology
FDS FactSet Research Systems	$343,990		0.0%	757	0.1%	Business Services
IYF iShares U.S. Financials ETF	$340,076	$22,002 ▼	-6.1%	3,555	0.1%	ETF
EPD Enterprise Products Partners	$329,413	$8,754 ▲	2.7%	11,289	0.1%	Oils/Energy
PPG PPG Industries	$318,694	$145 ▲	0.0%	2,199	0.1%	Basic Materials
EFX Equifax	$299,066	$535 ▲	0.2%	1,118	0.0%	Business Services
IYK iShares U.S. Consumer Staples ETF	$289,856	$186,046 ▲	179.2%	4,286	0.0%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$282,166	$282,166 ▲	New Holding	4,391	0.0%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$276,976	$1,301 ▲	0.5%	2,342	0.0%	ETF
NEOG Neogen	$274,540		0.0%	17,398	0.0%	Medical
MTD Mettler-Toledo International	$267,589	$382,080 ▼	-58.8%	201	0.0%	Computer and Technology
BAX Baxter International	$266,470	$14,978 ▲	6.0%	5,266	0.0%	Medical
APD Air Products and Chemicals	$264,559	$10,418 ▼	-3.8%	1,092	0.0%	Basic Materials
BHP BHP Group	$256,663	$256,663 ▲	New Holding	4,449	0.0%	Basic Materials
TIP iShares TIPS Bond ETF	$254,255	$200,010 ▼	-44.0%	2,367	0.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$252,881	$44,993 ▼	-15.1%	4,901	0.0%	Manufacturing
MCHP Microchip Technology	$252,124	$12,292 ▲	5.1%	2,810	0.0%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$250,773	$17,725 ▼	-6.6%	4,697	0.0%	Manufacturing
SWAN Amplify BlackSwan Growth & Treasury Core ETF	$245,521	$25,986 ▼	-9.6%	8,853	0.0%	ETF
ABNB Airbnb	$240,347	$240,347 ▲	New Holding	1,457	0.0%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$237,149	$4,609 ▲	2.0%	7,358	0.0%	ETF
DKS DICK'S Sporting Goods	$236,328	$236,328 ▲	New Holding	1,051	0.0%	Retail/Wholesale
AGCO AGCO	$232,877	$18,945 ▲	8.9%	1,893	0.0%	Industrial Products
MMC Marsh & McLennan Companies	$229,874	$2,884 ▲	1.3%	1,116	0.0%	Finance
AJG Arthur J. Gallagher & Co.	$229,843	$9,037 ▲	4.1%	941	0.0%	Finance
FSTA Fidelity MSCI Consumer Staples Index ETF	$229,356	$1,808 ▲	0.8%	4,820	0.0%	ETF
CORPAY INC	$224,309	$224,309 ▲	New Holding	727	0.0%	COM SHS
CMI Cummins	$221,577	$221,577 ▲	New Holding	752	0.0%	Auto/Tires/Trucks
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$218,439	$8,711 ▲	4.2%	2,006	0.0%	Finance
ODFL Old Dominion Freight Line	$209,222	$12,281 ▲	6.2%	954	0.0%	Transportation
JKHY Jack Henry & Associates	$206,872	$6,079 ▼	-2.9%	1,191	0.0%	Computer and Technology
BOE BlackRock Enhanced Global Dividend Trust	$124,474		0.0%	11,900	0.0%	Financial Services
GAB The Gabelli Equity Trust	$97,833	$961 ▲	1.0%	17,723	0.0%	Finance
USA Liberty All-Star Equity Fund	$77,585		0.0%	10,851	0.0%	Finance
NYCB New York Community Bancorp	$70,196	$32,200 ▼	-31.4%	21,800	0.0%	Finance
MVIS MicroVision	$69,193		0.0%	37,605	0.0%	Computer and Technology
QQQ Invesco QQQ	$0	$64,901,604 ▼	-100.0%	0	0.0%	Finance
XOM Exxon Mobil	$0	$57,743,235 ▼	-100.0%	0	0.0%	Oils/Energy
NVDA NVIDIA	$0	$49,074,367 ▼	-100.0%	0	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$0	$37,427,131 ▼	-100.0%	0	0.0%	Finance
JPM JPMorgan Chase & Co.	$0	$30,446,194 ▼	-100.0%	0	0.0%	Finance
GOOGL Alphabet	$0	$18,220,605 ▼	-100.0%	0	0.0%	Computer and Technology
UNH UnitedHealth Group	$0	$15,268,953 ▼	-100.0%	0	0.0%	Medical
VUG Vanguard Growth ETF	$0	$14,150,334 ▼	-100.0%	0	0.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$13,146,533 ▼	-100.0%	0	0.0%	ETF
GFS GLOBALFOUNDRIES	$0	$12,497,508 ▼	-100.0%	0	0.0%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$0	$12,279,000 ▼	-100.0%	0	0.0%	Finance
VTV Vanguard Value ETF	$0	$12,192,709 ▼	-100.0%	0	0.0%	ETF
GOOG Alphabet	$0	$12,005,727 ▼	-100.0%	0	0.0%	Computer and Technology
AVGO Broadcom	$0	$11,299,949 ▼	-100.0%	0	0.0%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$0	$11,232,360 ▼	-100.0%	0	0.0%	ETF
VOO Vanguard S&P 500 ETF	$0	$11,229,368 ▼	-100.0%	0	0.0%	ETF
ABBV AbbVie	$0	$11,077,345 ▼	-100.0%	0	0.0%	Medical
AER AerCap	$0	$10,792,750 ▼	-100.0%	0	0.0%	Finance
COST Costco Wholesale	$0	$10,787,989 ▼	-100.0%	0	0.0%	Retail/Wholesale
SCHA Schwab US Small-Cap ETF	$0	$10,565,586 ▼	-100.0%	0	0.0%	ETF
META Meta Platforms	$0	$9,660,984 ▼	-100.0%	0	0.0%	Computer and Technology
ISRG Intuitive Surgical	$0	$9,305,064 ▼	-100.0%	0	0.0%	Medical
SCHF Schwab International Equity ETF	$0	$8,936,682 ▼	-100.0%	0	0.0%	ETF
MRK Merck & Co., Inc.	$0	$8,684,392 ▼	-100.0%	0	0.0%	Medical
DGRO iShares Core Dividend Growth ETF	$0	$8,388,143 ▼	-100.0%	0	0.0%	ETF
PG Procter & Gamble	$0	$8,125,557 ▼	-100.0%	0	0.0%	Consumer Staples
VBR Vanguard Small-Cap Value ETF	$0	$7,705,153 ▼	-100.0%	0	0.0%	ETF
WMT Walmart	$0	$7,427,597 ▼	-100.0%	0	0.0%	Retail/Wholesale
TSLA Tesla	$0	$7,305,738 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
COWZ Pacer US Cash Cows 100 ETF	$0	$7,096,615 ▼	-100.0%	0	0.0%	ETF
SCHD Schwab US Dividend Equity ETF	$0	$6,908,125 ▼	-100.0%	0	0.0%	ETF
BUFR FT Vest Laddered Buffer ETF	$0	$6,808,164 ▼	-100.0%	0	0.0%	ETF
VTI Vanguard Total Stock Market Index Fund ETF Shares	$0	$6,796,606 ▼	-100.0%	0	0.0%	ETF
BND Vanguard Total Bond Market ETF	$0	$6,398,149 ▼	-100.0%	0	0.0%	ETF
SHOP Shopify	$0	$6,332,881 ▼	-100.0%	0	0.0%	Computer and Technology
V Visa	$0	$6,266,268 ▼	-100.0%	0	0.0%	Business Services
SCHB Schwab US Broad Market ETF	$0	$6,173,818 ▼	-100.0%	0	0.0%	ETF
SYBT Stock Yards Bancorp	$0	$6,044,102 ▼	-100.0%	0	0.0%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$0	$6,042,885 ▼	-100.0%	0	0.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$0	$6,016,591 ▼	-100.0%	0	0.0%	ETF
CRM Salesforce	$0	$5,881,705 ▼	-100.0%	0	0.0%	Computer and Technology
CSCO Cisco Systems	$0	$5,874,933 ▼	-100.0%	0	0.0%	Computer and Technology
TTD Trade Desk	$0	$5,795,083 ▼	-100.0%	0	0.0%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$0	$5,391,278 ▼	-100.0%	0	0.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$0	$5,333,227 ▼	-100.0%	0	0.0%	ETF
MA Mastercard	$0	$5,277,354 ▼	-100.0%	0	0.0%	Business Services
GLD SPDR Gold Shares	$0	$5,093,151 ▼	-100.0%	0	0.0%	Finance
VIG Vanguard Dividend Appreciation ETF	$0	$4,814,374 ▼	-100.0%	0	0.0%	ETF
MAIN Main Street Capital	$0	$4,798,461 ▼	-100.0%	0	0.0%	Finance
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$0	$4,760,879 ▼	-100.0%	0	0.0%	Manufacturing
GOVT iShares U.S. Treasury Bond ETF	$0	$4,738,308 ▼	-100.0%	0	0.0%	ETF
RTX RTX	$0	$4,720,612 ▼	-100.0%	0	0.0%	Aerospace
SMH VanEck Semiconductor ETF	$0	$4,479,893 ▼	-100.0%	0	0.0%	Manufacturing
UNP Union Pacific	$0	$4,468,877 ▼	-100.0%	0	0.0%	Transportation
XLE Energy Select Sector SPDR Fund	$0	$4,456,728 ▼	-100.0%	0	0.0%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$0	$4,400,521 ▼	-100.0%	0	0.0%	Finance
DHI D.R. Horton	$0	$4,332,424 ▼	-100.0%	0	0.0%	Construction
ACN Accenture	$0	$4,184,251 ▼	-100.0%	0	0.0%	Business Services
VCSH Vanguard Short-Term Corporate Bond ETF	$0	$4,130,367 ▼	-100.0%	0	0.0%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$0	$4,042,115 ▼	-100.0%	0	0.0%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$0	$3,978,222 ▼	-100.0%	0	0.0%	ETF
KMI Kinder Morgan	$0	$3,926,849 ▼	-100.0%	0	0.0%	Oils/Energy
XLV Health Care Select Sector SPDR Fund	$0	$3,858,489 ▼	-100.0%	0	0.0%	ETF
PWB Invesco Large Cap Growth ETF	$0	$3,805,646 ▼	-100.0%	0	0.0%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$3,676,328 ▼	-100.0%	0	0.0%	Finance
ARES Ares Management	$0	$3,648,449 ▼	-100.0%	0	0.0%	Finance
PEY Invesco High Yield Equity Dividend Achievers ETF	$0	$3,622,793 ▼	-100.0%	0	0.0%	ETF
QQQM Invesco NASDAQ 100 ETF	$0	$3,588,049 ▼	-100.0%	0	0.0%	ETF
TRI Thomson Reuters	$0	$3,537,208 ▼	-100.0%	0	0.0%	Business Services
PFE Pfizer	$0	$3,524,948 ▼	-100.0%	0	0.0%	Medical
GDX VanEck Gold Miners ETF	$0	$3,473,399 ▼	-100.0%	0	0.0%	ETF
VRP Invesco Variable Rate Preferred ETF	$0	$3,428,207 ▼	-100.0%	0	0.0%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$0	$3,385,049 ▼	-100.0%	0	0.0%	ETF
TXN Texas Instruments	$0	$3,363,636 ▼	-100.0%	0	0.0%	Computer and Technology
FV First Trust Dorsey Wright Focus 5 ETF	$0	$3,354,049 ▼	-100.0%	0	0.0%	Manufacturing
SO Southern	$0	$3,353,580 ▼	-100.0%	0	0.0%	Utilities
XLF Financial Select Sector SPDR Fund	$0	$3,281,753 ▼	-100.0%	0	0.0%	ETF
ROP Roper Technologies	$0	$3,218,027 ▼	-100.0%	0	0.0%	Computer and Technology
VPL Vanguard FTSE Pacific ETF	$0	$3,180,823 ▼	-100.0%	0	0.0%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$0	$3,163,012 ▼	-100.0%	0	0.0%	ETF
ARCC Ares Capital	$0	$3,122,038 ▼	-100.0%	0	0.0%	Finance
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$0	$3,118,735 ▼	-100.0%	0	0.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$0	$3,081,257 ▼	-100.0%	0	0.0%	ETF
VB Vanguard Small-Cap ETF	$0	$3,071,887 ▼	-100.0%	0	0.0%	ETF
PXD Pioneer Natural Resources	$0	$3,033,447 ▼	-100.0%	0	0.0%	Oils/Energy
SLV iShares Silver Trust	$0	$2,982,052 ▼	-100.0%	0	0.0%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$0	$2,965,670 ▼	-100.0%	0	0.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$0	$2,960,356 ▼	-100.0%	0	0.0%	ETF
NFLX Netflix	$0	$2,958,770 ▼	-100.0%	0	0.0%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$0	$2,930,337 ▼	-100.0%	0	0.0%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$0	$2,904,615 ▼	-100.0%	0	0.0%	ETF
GSBD Goldman Sachs BDC	$0	$2,851,190 ▼	-100.0%	0	0.0%	Finance
DVN Devon Energy	$0	$2,842,586 ▼	-100.0%	0	0.0%	Oils/Energy
CHENIERE ENERGY INC	$0	$2,834,234 ▼	-100.0%	0	0.0%	COM NEW
FNDC Schwab Fundamental International Small Cap Company Index ETF	$0	$2,810,337 ▼	-100.0%	0	0.0%	ETF
XLK Technology Select Sector SPDR Fund	$0	$2,753,497 ▼	-100.0%	0	0.0%	ETF
WAT Waters	$0	$2,637,462 ▼	-100.0%	0	0.0%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$0	$2,609,527 ▼	-100.0%	0	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$0	$2,603,381 ▼	-100.0%	0	0.0%	ETF
TBIL US Treasury 3 Month Bill ETF	$0	$2,586,238 ▼	-100.0%	0	0.0%	ETF
ORCL Oracle	$0	$2,562,951 ▼	-100.0%	0	0.0%	Computer and Technology
EOG EOG Resources	$0	$2,534,993 ▼	-100.0%	0	0.0%	Oils/Energy
SPGI S&P Global	$0	$2,514,231 ▼	-100.0%	0	0.0%	Business Services
FNDX Schwab Fundamental U.S. Large Company Index ETF	$0	$2,462,307 ▼	-100.0%	0	0.0%	ETF
UL Unilever	$0	$2,409,627 ▼	-100.0%	0	0.0%	Consumer Staples
PAVE Global X U.S. Infrastructure Development ETF	$0	$2,365,696 ▼	-100.0%	0	0.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$0	$2,351,330 ▼	-100.0%	0	0.0%	ETF
XSVM Invesco S&P SmallCap Value with Momentum ETF	$0	$2,343,089 ▼	-100.0%	0	0.0%	Miscellaneous
FTSM First Trust Enhanced Short Maturity ETF	$0	$2,339,771 ▼	-100.0%	0	0.0%	Manufacturing
VYM Vanguard High Dividend Yield ETF	$0	$2,291,669 ▼	-100.0%	0	0.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$0	$2,276,715 ▼	-100.0%	0	0.0%	ETF
PSQ ProShares Short QQQ	$0	$2,262,498 ▼	-100.0%	0	0.0%	ETF
ERX Direxion Daily Energy Bull 2x Shares	$0	$2,233,949 ▼	-100.0%	0	0.0%	ETF
FNF Fidelity National Financial	$0	$2,202,683 ▼	-100.0%	0	0.0%	Finance
VO Vanguard Mid-Cap ETF	$0	$2,163,359 ▼	-100.0%	0	0.0%	ETF
ORLY O'Reilly Automotive	$0	$2,161,432 ▼	-100.0%	0	0.0%	Retail/Wholesale
SCHJ Schwab 1-5 Year Corporate Bond ETF	$0	$2,143,137 ▼	-100.0%	0	0.0%	ETF
LMBS First Trust Low Duration Opportunities ETF	$0	$2,122,296 ▼	-100.0%	0	0.0%	Manufacturing
SDOG ALPS Sector Dividend Dogs ETF	$0	$2,107,604 ▼	-100.0%	0	0.0%	ETF
MPC Marathon Petroleum	$0	$1,953,265 ▼	-100.0%	0	0.0%	Oils/Energy
BIV Vanguard Intermediate-Term Bond ETF	$0	$1,942,152 ▼	-100.0%	0	0.0%	ETF
SCHX Schwab US Large-Cap ETF	$0	$1,939,407 ▼	-100.0%	0	0.0%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$0	$1,883,971 ▼	-100.0%	0	0.0%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$0	$1,750,691 ▼	-100.0%	0	0.0%	ETF
VZ Verizon Communications	$0	$1,748,796 ▼	-100.0%	0	0.0%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$0	$1,738,243 ▼	-100.0%	0	0.0%	ETF
DPST Direxion Daily Regional Banks Bull 3x Shares	$0	$1,734,194 ▼	-100.0%	0	0.0%	ETF
NOW ServiceNow	$0	$1,694,247 ▼	-100.0%	0	0.0%	Computer and Technology
SNY Sanofi	$0	$1,675,652 ▼	-100.0%	0	0.0%	Medical
JNK SPDR Bloomberg High Yield Bond ETF	$0	$1,660,606 ▼	-100.0%	0	0.0%	Finance
GSK GSK	$0	$1,656,063 ▼	-100.0%	0	0.0%	Medical
AXSM Axsome Therapeutics	$0	$1,631,436 ▼	-100.0%	0	0.0%	Medical
CCI Crown Castle	$0	$1,600,153 ▼	-100.0%	0	0.0%	Finance
WM Waste Management	$0	$1,585,704 ▼	-100.0%	0	0.0%	Business Services
UPS United Parcel Service	$0	$1,569,271 ▼	-100.0%	0	0.0%	Transportation
USO United States Oil Fund	$0	$1,545,414 ▼	-100.0%	0	0.0%	ETF
NTR Nutrien	$0	$1,534,438 ▼	-100.0%	0	0.0%	Basic Materials
CAPITAL GRP FIXED INCM ETF T	$0	$1,504,641 ▼	-100.0%	0	0.0%	CORE BOND ETF
VOT Vanguard Mid-Cap Growth ETF	$0	$1,501,554 ▼	-100.0%	0	0.0%	ETF
SH ProShares Short S&P500	$0	$1,500,371 ▼	-100.0%	0	0.0%	ETF
ET Energy Transfer	$0	$1,475,381 ▼	-100.0%	0	0.0%	Oils/Energy
POOL Pool	$0	$1,462,070 ▼	-100.0%	0	0.0%	Consumer Discretionary
GE General Electric	$0	$1,443,991 ▼	-100.0%	0	0.0%	Transportation
SBUX Starbucks	$0	$1,433,621 ▼	-100.0%	0	0.0%	Retail/Wholesale
ADBE Adobe	$0	$1,422,891 ▼	-100.0%	0	0.0%	Computer and Technology
CGGR Capital Group Growth ETF	$0	$1,384,766 ▼	-100.0%	0	0.0%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$0	$1,382,497 ▼	-100.0%	0	0.0%	ETF
SDS ProShares UltraShort S&P500	$0	$1,378,509 ▼	-100.0%	0	0.0%	ETF
PM Philip Morris International	$0	$1,361,622 ▼	-100.0%	0	0.0%	Consumer Staples
NEE NextEra Energy	$0	$1,340,243 ▼	-100.0%	0	0.0%	Utilities
TSM Taiwan Semiconductor Manufacturing	$0	$1,324,128 ▼	-100.0%	0	0.0%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$0	$1,313,898 ▼	-100.0%	0	0.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$0	$1,299,885 ▼	-100.0%	0	0.0%	ETF
DUK Duke Energy	$0	$1,297,304 ▼	-100.0%	0	0.0%	Utilities
QCOM QUALCOMM	$0	$1,259,712 ▼	-100.0%	0	0.0%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$0	$1,246,551 ▼	-100.0%	0	0.0%	ETF
PGR Progressive	$0	$1,239,490 ▼	-100.0%	0	0.0%	Finance
SSO ProShares Ultra S&P500	$0	$1,126,732 ▼	-100.0%	0	0.0%	ETF
VLO Valero Energy	$0	$1,071,849 ▼	-100.0%	0	0.0%	Oils/Energy
ON Onsemi	$0	$1,070,520 ▼	-100.0%	0	0.0%	Computer and Technology
MGK Vanguard Mega Cap Growth Index Fund	$0	$1,063,658 ▼	-100.0%	0	0.0%	ETF
JEPI JPMorgan Equity Premium Income ETF	$0	$1,061,860 ▼	-100.0%	0	0.0%	ETF
FCX Freeport-McMoRan	$0	$1,059,131 ▼	-100.0%	0	0.0%	Basic Materials
IEMG iShares Core MSCI Emerging Markets ETF	$0	$1,047,088 ▼	-100.0%	0	0.0%	ETF
TMO Thermo Fisher Scientific	$0	$1,035,597 ▼	-100.0%	0	0.0%	Medical
ZBH Zimmer Biomet	$0	$1,034,937 ▼	-100.0%	0	0.0%	Medical
CGGO Capital Group Global Growth Equity ETF	$0	$1,034,861 ▼	-100.0%	0	0.0%	ETF
CVE Cenovus Energy	$0	$1,028,335 ▼	-100.0%	0	0.0%	Oils/Energy
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$0	$1,027,826 ▼	-100.0%	0	0.0%	ETF
TWM ProShares UltraShort Russell2000	$0	$1,023,429 ▼	-100.0%	0	0.0%	ETF
X United States Steel	$0	$1,021,650 ▼	-100.0%	0	0.0%	Basic Materials
VXUS Vanguard Total International Stock ETF	$0	$1,020,312 ▼	-100.0%	0	0.0%	ETF
ASML ASML	$0	$986,267 ▼	-100.0%	0	0.0%	Computer and Technology
CGUS Capital Group Core Equity ETF	$0	$985,915 ▼	-100.0%	0	0.0%	ETF
T AT&T	$0	$981,468 ▼	-100.0%	0	0.0%	Computer and Technology
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$0	$979,888 ▼	-100.0%	0	0.0%	ETF
VNQ Vanguard Real Estate ETF	$0	$967,373 ▼	-100.0%	0	0.0%	ETF
CRWD CrowdStrike	$0	$944,939 ▼	-100.0%	0	0.0%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$0	$943,315 ▼	-100.0%	0	0.0%	ETF
EQNR Equinor ASA	$0	$913,649 ▼	-100.0%	0	0.0%	Oils/Energy
QLD ProShares Ultra QQQ	$0	$888,156 ▼	-100.0%	0	0.0%	ETF
TWLO Twilio	$0	$881,458 ▼	-100.0%	0	0.0%	Computer and Technology
NIO NIO	$0	$878,693 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
REGN Regeneron Pharmaceuticals	$0	$873,020 ▼	-100.0%	0	0.0%	Medical
ESGU iShares ESG Aware MSCI USA ETF	$0	$871,570 ▼	-100.0%	0	0.0%	Manufacturing
NOBL ProShares S&P 500 Aristocrats ETF	$0	$870,137 ▼	-100.0%	0	0.0%	ETF
YUM Yum! Brands	$0	$856,411 ▼	-100.0%	0	0.0%	Retail/Wholesale
XLB Materials Select Sector SPDR Fund	$0	$851,273 ▼	-100.0%	0	0.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$0	$850,816 ▼	-100.0%	0	0.0%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$0	$848,350 ▼	-100.0%	0	0.0%	ETF
UCO ProShares Ultra Bloomberg Crude Oil	$0	$829,667 ▼	-100.0%	0	0.0%	ETF
DIG ProShares Ultra Energy	$0	$825,573 ▼	-100.0%	0	0.0%	ETF
BKNG Booking	$0	$822,955 ▼	-100.0%	0	0.0%	Retail/Wholesale
TFC Truist Financial	$0	$814,216 ▼	-100.0%	0	0.0%	Finance
MMM 3M	$0	$810,241 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
UBER Uber Technologies	$0	$785,941 ▼	-100.0%	0	0.0%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$0	$784,687 ▼	-100.0%	0	0.0%	ETF
NET Cloudflare	$0	$782,477 ▼	-100.0%	0	0.0%	Computer and Technology
IMMP Immutep	$0	$773,880 ▼	-100.0%	0	0.0%	Medical
FTSL First Trust Senior Loan ETF	$0	$773,193 ▼	-100.0%	0	0.0%	Manufacturing
LINDE PLC	$0	$769,671 ▼	-100.0%	0	0.0%	SHS
VLUE iShares MSCI USA Value Factor ETF	$0	$750,343 ▼	-100.0%	0	0.0%	ETF
FXG First Trust Consumer Staples AlphaDEX Fund	$0	$747,995 ▼	-100.0%	0	0.0%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$0	$739,040 ▼	-100.0%	0	0.0%	ETF
RCL Royal Caribbean Cruises	$0	$737,964 ▼	-100.0%	0	0.0%	Consumer Discretionary
MDT Medtronic	$0	$735,669 ▼	-100.0%	0	0.0%	Medical
WFC Wells Fargo & Company	$0	$726,801 ▼	-100.0%	0	0.0%	Finance
VGT Vanguard Information Technology ETF	$0	$725,815 ▼	-100.0%	0	0.0%	ETF
TJX TJX Companies	$0	$716,279 ▼	-100.0%	0	0.0%	Retail/Wholesale
VXF Vanguard Extended Market ETF	$0	$709,818 ▼	-100.0%	0	0.0%	ETF
VV Vanguard Large-Cap ETF	$0	$703,357 ▼	-100.0%	0	0.0%	ETF
XLI Industrial Select Sector SPDR Fund	$0	$699,693 ▼	-100.0%	0	0.0%	ETF
SHEL Shell	$0	$689,432 ▼	-100.0%	0	0.0%	Oils/Energy
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$0	$685,333 ▼	-100.0%	0	0.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$0	$684,356 ▼	-100.0%	0	0.0%	Manufacturing
SYK Stryker	$0	$679,475 ▼	-100.0%	0	0.0%	Medical
SDY SPDR S&P Dividend ETF	$0	$672,361 ▼	-100.0%	0	0.0%	ETF
STX Seagate Technology	$0	$671,862 ▼	-100.0%	0	0.0%	Business Services
SCHW Charles Schwab	$0	$671,639 ▼	-100.0%	0	0.0%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$0	$668,257 ▼	-100.0%	0	0.0%	Manufacturing
ENB Enbridge	$0	$655,830 ▼	-100.0%	0	0.0%	Oils/Energy
PYPL PayPal	$0	$636,668 ▼	-100.0%	0	0.0%	Computer and Technology
WTS Watts Water Technologies	$0	$635,437 ▼	-100.0%	0	0.0%	Computer and Technology
DVA DaVita	$0	$620,284 ▼	-100.0%	0	0.0%	Medical
MO Altria Group	$0	$617,579 ▼	-100.0%	0	0.0%	Consumer Staples
XSD SPDR S&P Semiconductor ETF	$0	$607,383 ▼	-100.0%	0	0.0%	ETF
CZR Caesars Entertainment	$0	$601,564 ▼	-100.0%	0	0.0%	Consumer Discretionary
MCK McKesson	$0	$595,855 ▼	-100.0%	0	0.0%	Medical
CB Chubb	$0	$595,284 ▼	-100.0%	0	0.0%	Finance
VHT Vanguard Health Care ETF	$0	$592,626 ▼	-100.0%	0	0.0%	ETF
ROK Rockwell Automation	$0	$585,223 ▼	-100.0%	0	0.0%	Industrial Products
CMCSA Comcast	$0	$583,960 ▼	-100.0%	0	0.0%	Consumer Discretionary
TGT Target	$0	$582,701 ▼	-100.0%	0	0.0%	Retail/Wholesale
FOCT FT Cboe Vest U.S. Equity Buffer ETF - October	$0	$582,028 ▼	-100.0%	0	0.0%	ETF
IQV IQVIA	$0	$566,187 ▼	-100.0%	0	0.0%	Medical
IVOG Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares	$0	$562,907 ▼	-100.0%	0	0.0%	ETF
FDN First Trust Dow Jones Internet Index Fund	$0	$561,329 ▼	-100.0%	0	0.0%	ETF
LULU Lululemon Athletica	$0	$556,795 ▼	-100.0%	0	0.0%	Consumer Discretionary
FBT First Trust NYSE Arca Biotechnology Index Fund	$0	$552,877 ▼	-100.0%	0	0.0%	ETF
MGV Vanguard Mega Cap Value ETF	$0	$546,631 ▼	-100.0%	0	0.0%	ETF
PRFT Perficient	$0	$538,473 ▼	-100.0%	0	0.0%	Computer and Technology
ICE Intercontinental Exchange	$0	$537,774 ▼	-100.0%	0	0.0%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$0	$530,282 ▼	-100.0%	0	0.0%	ETF
DXD ProShares UltraShort Dow30	$0	$528,683 ▼	-100.0%	0	0.0%	ETF
JMST JPMorgan Ultra-Short Municipal Income ETF	$0	$526,123 ▼	-100.0%	0	0.0%	ETF
DGX Quest Diagnostics	$0	$525,202 ▼	-100.0%	0	0.0%	Medical
HEDJ WisdomTree Europe Hedged Equity Fund	$0	$513,693 ▼	-100.0%	0	0.0%	Finance
BLK BlackRock	$0	$509,688 ▼	-100.0%	0	0.0%	Finance
FTNT Fortinet	$0	$501,661 ▼	-100.0%	0	0.0%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$0	$500,399 ▼	-100.0%	0	0.0%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$0	$497,439 ▼	-100.0%	0	0.0%	ETF
OBDC Blue Owl Capital	$0	$496,275 ▼	-100.0%	0	0.0%	Finance
CDW CDW	$0	$493,440 ▼	-100.0%	0	0.0%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$0	$489,062 ▼	-100.0%	0	0.0%	ETF
SONO Sonos	$0	$474,915 ▼	-100.0%	0	0.0%	Consumer Discretionary
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$0	$472,443 ▼	-100.0%	0	0.0%	ETF
TSCO Tractor Supply	$0	$472,206 ▼	-100.0%	0	0.0%	Retail/Wholesale
USB U.S. Bancorp	$0	$471,053 ▼	-100.0%	0	0.0%	Finance
SLYV SPDR S&P 600 Small CapValue ETF	$0	$470,421 ▼	-100.0%	0	0.0%	ETF
IGT International Game Technology	$0	$467,066 ▼	-100.0%	0	0.0%	Consumer Discretionary
CBRE CBRE Group	$0	$466,753 ▼	-100.0%	0	0.0%	Finance
GS The Goldman Sachs Group	$0	$465,574 ▼	-100.0%	0	0.0%	Finance
CME CME Group	$0	$464,086 ▼	-100.0%	0	0.0%	Finance
CAH Cardinal Health	$0	$459,245 ▼	-100.0%	0	0.0%	Medical
D Dominion Energy	$0	$458,201 ▼	-100.0%	0	0.0%	Utilities
STZ Constellation Brands	$0	$457,149 ▼	-100.0%	0	0.0%	Consumer Staples
ANGL VanEck Fallen Angel High Yield Bond ETF	$0	$445,169 ▼	-100.0%	0	0.0%	Manufacturing
PLD Prologis	$0	$444,921 ▼	-100.0%	0	0.0%	Finance
XHB SPDR S&P Homebuilders ETF	$0	$444,819 ▼	-100.0%	0	0.0%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$0	$444,546 ▼	-100.0%	0	0.0%	ETF
DPZ Domino's Pizza	$0	$443,972 ▼	-100.0%	0	0.0%	Retail/Wholesale
RF Regions Financial	$0	$443,298 ▼	-100.0%	0	0.0%	Finance
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund	$0	$443,160 ▼	-100.0%	0	0.0%	Financial Services
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$0	$439,575 ▼	-100.0%	0	0.0%	Finance
MLN VanEck Long Muni ETF	$0	$438,639 ▼	-100.0%	0	0.0%	ETF
CGDV Capital Group Dividend Value ETF	$0	$433,635 ▼	-100.0%	0	0.0%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$0	$429,579 ▼	-100.0%	0	0.0%	ETF
QYLD Global X NASDAQ 100 Covered Call ETF	$0	$429,139 ▼	-100.0%	0	0.0%	Manufacturing
SCHE Schwab Emerging Markets Equity ETF	$0	$415,860 ▼	-100.0%	0	0.0%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$0	$408,282 ▼	-100.0%	0	0.0%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$0	$406,879 ▼	-100.0%	0	0.0%	ETF
FMB First Trust Managed Municipal ETF	$0	$405,205 ▼	-100.0%	0	0.0%	Manufacturing
MSCI MSCI	$0	$403,669 ▼	-100.0%	0	0.0%	Computer and Technology
NEAR BlackRock Short Duration Bond ETF	$0	$403,500 ▼	-100.0%	0	0.0%	ETF
BUFT FT Vest Buffered Allocation Defensive ETF	$0	$402,307 ▼	-100.0%	0	0.0%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$0	$396,510 ▼	-100.0%	0	0.0%	ETF
HACK Amplify Cybersecurity ETF	$0	$394,356 ▼	-100.0%	0	0.0%	ETF
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$0	$389,794 ▼	-100.0%	0	0.0%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$0	$385,392 ▼	-100.0%	0	0.0%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$0	$376,416 ▼	-100.0%	0	0.0%	Manufacturing
VSH Vishay Intertechnology	$0	$375,586 ▼	-100.0%	0	0.0%	Computer and Technology
GFI Gold Fields	$0	$374,700 ▼	-100.0%	0	0.0%	Basic Materials
CHKP Check Point Software Technologies	$0	$373,877 ▼	-100.0%	0	0.0%	Computer and Technology
VPU Vanguard Utilities ETF	$0	$373,242 ▼	-100.0%	0	0.0%	ETF
WDFC WD-40	$0	$370,559 ▼	-100.0%	0	0.0%	Consumer Staples
ROL Rollins	$0	$368,269 ▼	-100.0%	0	0.0%	Construction
SRLN SPDR Blackstone Senior Loan ETF	$0	$366,764 ▼	-100.0%	0	0.0%	ETF
COR Cencora	$0	$365,166 ▼	-100.0%	0	0.0%	Medical
SHW Sherwin-Williams	$0	$363,359 ▼	-100.0%	0	0.0%	Construction
NVS Novartis	$0	$358,343 ▼	-100.0%	0	0.0%	Medical
MNST Monster Beverage	$0	$357,931 ▼	-100.0%	0	0.0%	Consumer Staples
SOXL Direxion Daily Semiconductors Bull 3x Shares	$0	$357,896 ▼	-100.0%	0	0.0%	ETF
CARR Carrier Global	$0	$357,329 ▼	-100.0%	0	0.0%	Computer and Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$0	$353,742 ▼	-100.0%	0	0.0%	ETF
EW Edwards Lifesciences	$0	$353,724 ▼	-100.0%	0	0.0%	Medical
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$0	$352,903 ▼	-100.0%	0	0.0%	ETF
VVV Valvoline	$0	$346,037 ▼	-100.0%	0	0.0%	Basic Materials
CP Canadian Pacific Kansas City	$0	$345,505 ▼	-100.0%	0	0.0%	Transportation
DOG ProShares Short Dow30	$0	$345,352 ▼	-100.0%	0	0.0%	ETF
BX Blackstone	$0	$344,685 ▼	-100.0%	0	0.0%	Finance
QLC FlexShares US Quality Large Cap Index Fund	$0	$343,140 ▼	-100.0%	0	0.0%	ETF
FDX FedEx	$0	$342,614 ▼	-100.0%	0	0.0%	Transportation
HDV iShares Core High Dividend ETF	$0	$341,423 ▼	-100.0%	0	0.0%	ETF
O Realty Income	$0	$339,834 ▼	-100.0%	0	0.0%	Finance
COP ConocoPhillips	$0	$338,858 ▼	-100.0%	0	0.0%	Oils/Energy
FXU First Trust Utilities AlphaDEX Fund	$0	$337,804 ▼	-100.0%	0	0.0%	ETF
GM General Motors	$0	$337,788 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
DBC Invesco DB Commodity Index Tracking Fund	$0	$333,502 ▼	-100.0%	0	0.0%	Finance
RBCAA Republic Bancorp	$0	$330,077 ▼	-100.0%	0	0.0%	Finance
DRSK Aptus Defined Risk ETF	$0	$329,710 ▼	-100.0%	0	0.0%	ETF
IVOV Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares	$0	$329,322 ▼	-100.0%	0	0.0%	ETF
STWD Starwood Property Trust	$0	$329,286 ▼	-100.0%	0	0.0%	Finance
DAUG FT Vest U.S. Equity Deep Buffer ETF - August	$0	$329,116 ▼	-100.0%	0	0.0%	ETF
DSEP FT Vest U.S. Equity Deep Buffer ETF September	$0	$327,390 ▼	-100.0%	0	0.0%	ETF
VRTX Vertex Pharmaceuticals	$0	$323,071 ▼	-100.0%	0	0.0%	Medical
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF	$0	$314,357 ▼	-100.0%	0	0.0%	ETF
QDF FlexShares Quality Dividend Index Fund	$0	$311,773 ▼	-100.0%	0	0.0%	ETF
TSN Tyson Foods	$0	$309,225 ▼	-100.0%	0	0.0%	Consumer Staples
ETN Eaton	$0	$306,564 ▼	-100.0%	0	0.0%	Industrial Products
ETB Eaton Vance Tax-Managed Buy-Write Income Fund	$0	$305,924 ▼	-100.0%	0	0.0%	Financial Services
BIIB Biogen	$0	$305,090 ▼	-100.0%	0	0.0%	Medical
ZTS Zoetis	$0	$304,144 ▼	-100.0%	0	0.0%	Medical
TECK Teck Resources	$0	$300,965 ▼	-100.0%	0	0.0%	Basic Materials
BUD Anheuser-Busch InBev SA/NV	$0	$300,612 ▼	-100.0%	0	0.0%	Consumer Staples
KRE SPDR S&P Regional Banking ETF	$0	$298,751 ▼	-100.0%	0	0.0%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF July	$0	$298,487 ▼	-100.0%	0	0.0%	ETF
DNA Ginkgo Bioworks	$0	$292,117 ▼	-100.0%	0	0.0%	Medical
EHC Encompass Health	$0	$291,366 ▼	-100.0%	0	0.0%	Medical
SNOW Snowflake	$0	$287,754 ▼	-100.0%	0	0.0%	Computer and Technology
OTIS Otis Worldwide	$0	$281,439 ▼	-100.0%	0	0.0%	Construction
PHM PulteGroup	$0	$277,662 ▼	-100.0%	0	0.0%	Construction
EIX Edison International	$0	$276,666 ▼	-100.0%	0	0.0%	Utilities
FVAL Fidelity Value Factor ETF	$0	$274,536 ▼	-100.0%	0	0.0%	ETF
AOA iShares Core Aggressive Allocation ETF	$0	$274,443 ▼	-100.0%	0	0.0%	ETF
MOS Mosaic	$0	$271,755 ▼	-100.0%	0	0.0%	Basic Materials
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$0	$271,224 ▼	-100.0%	0	0.0%	ETF
GEHC GE HealthCare Technologies	$0	$264,460 ▼	-100.0%	0	0.0%	Medical
SMCI Super Micro Computer	$0	$262,941 ▼	-100.0%	0	0.0%	Computer and Technology
CHY Calamos Convertible and High Income Fund	$0	$262,438 ▼	-100.0%	0	0.0%	Financial Services
SJM J. M. Smucker	$0	$261,733 ▼	-100.0%	0	0.0%	Consumer Staples
EVT Eaton Vance Tax-Advantaged Dividend Income Fund	$0	$261,601 ▼	-100.0%	0	0.0%	Financial Services
BLNK Blink Charging	$0	$260,423 ▼	-100.0%	0	0.0%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$0	$260,060 ▼	-100.0%	0	0.0%	ETF
PLTR Palantir Technologies	$0	$259,610 ▼	-100.0%	0	0.0%	Business Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$0	$258,878 ▼	-100.0%	0	0.0%	ETF
DEO Diageo	$0	$256,362 ▼	-100.0%	0	0.0%	Consumer Staples
SARK AXS Short Innovation Daily ETF	$0	$252,669 ▼	-100.0%	0	0.0%	ETF
STK Columbia Seligman Premium Technology Growth Fund	$0	$245,466 ▼	-100.0%	0	0.0%	Financial Services
PSEP Innovator U.S. Equity Power Buffer ETF - September	$0	$245,423 ▼	-100.0%	0	0.0%	ETF
ICVT iShares Convertible Bond ETF	$0	$243,236 ▼	-100.0%	0	0.0%	ETF
SCHK Schwab 1000 Index ETF	$0	$241,343 ▼	-100.0%	0	0.0%	ETF
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$0	$239,737 ▼	-100.0%	0	0.0%	ETF
BUNGE GLOBAL SA	$0	$237,625 ▼	-100.0%	0	0.0%	COM SHS
SPG Simon Property Group	$0	$235,498 ▼	-100.0%	0	0.0%	Finance
THRM Gentherm	$0	$234,625 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
EFAV iShares MSCI EAFE Min Vol Factor ETF	$0	$234,324 ▼	-100.0%	0	0.0%	ETF
AFL Aflac	$0	$231,125 ▼	-100.0%	0	0.0%	Finance
MELI MercadoLibre	$0	$230,663 ▼	-100.0%	0	0.0%	Retail/Wholesale
TER Teradyne	$0	$228,326 ▼	-100.0%	0	0.0%	Computer and Technology
PZA Invesco National AMT-Free Municipal Bond ETF	$0	$224,874 ▼	-100.0%	0	0.0%	ETF
AMT American Tower	$0	$223,418 ▼	-100.0%	0	0.0%	Finance
WAL Western Alliance Bancorporation	$0	$222,304 ▼	-100.0%	0	0.0%	Finance
MTUM iShares MSCI USA Momentum Factor ETF	$0	$219,332 ▼	-100.0%	0	0.0%	ETF
FBGX UBS AG FI Enhanced Large Cap Growth ETN	$0	$218,224 ▼	-100.0%	0	0.0%	ETF
KBR KBR	$0	$215,489 ▼	-100.0%	0	0.0%	Construction
PBF PBF Energy	$0	$214,979 ▼	-100.0%	0	0.0%	Oils/Energy
IHG InterContinental Hotels Group	$0	$214,729 ▼	-100.0%	0	0.0%	Consumer Discretionary
INFORMATICA INC	$0	$214,543 ▼	-100.0%	0	0.0%	COM CL A
NUSI Nationwide Nasdaq-100 Risk-Managed Income ETF	$0	$214,450 ▼	-100.0%	0	0.0%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$0	$213,747 ▼	-100.0%	0	0.0%	Manufacturing
PRU Prudential Financial	$0	$213,481 ▼	-100.0%	0	0.0%	Finance
FIRST TR EXCHNG TRADED FD VI	$0	$213,187 ▼	-100.0%	0	0.0%	FT CBOE VEST US
RSG Republic Services	$0	$213,064 ▼	-100.0%	0	0.0%	Business Services
PSX Phillips 66	$0	$212,985 ▼	-100.0%	0	0.0%	Oils/Energy
AI C3.ai	$0	$208,291 ▼	-100.0%	0	0.0%	Computer and Technology
KIE SPDR S&P Insurance ETF	$0	$203,716 ▼	-100.0%	0	0.0%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$0	$203,464 ▼	-100.0%	0	0.0%	ETF
CMA Comerica	$0	$200,079 ▼	-100.0%	0	0.0%	Finance
CPS Cooper-Standard	$0	$195,400 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
DNP DNP Select Income Fund	$0	$163,554 ▼	-100.0%	0	0.0%	Finance
SOUN SoundHound AI	$0	$152,629 ▼	-100.0%	0	0.0%	Computer and Technology
CTM Castellum	$0	$150,043 ▼	-100.0%	0	0.0%	Business Services
JQC Nuveen Credit Strategies Income Fund	$0	$120,612 ▼	-100.0%	0	0.0%	Financial Services
WRAP Wrap Technologies	$0	$91,450 ▼	-100.0%	0	0.0%	Industrial Products
SBSW Sibanye Stillwater	$0	$91,295 ▼	-100.0%	0	0.0%	Basic Materials
LTRN Lantern Pharma	$0	$84,145 ▼	-100.0%	0	0.0%	Medical
SAN Banco Santander	$0	$78,546 ▼	-100.0%	0	0.0%	Finance
RIG Transocean	$0	$65,773 ▼	-100.0%	0	0.0%	Oils/Energy
PHK PIMCO High Income Fund	$0	$60,304 ▼	-100.0%	0	0.0%	Finance
MPW Medical Properties Trust	$0	$50,674 ▼	-100.0%	0	0.0%	Finance
HIO Western Asset High Income Opportunity Fund	$0	$43,232 ▼	-100.0%	0	0.0%	Financial Services
STEM Stem	$0	$41,419 ▼	-100.0%	0	0.0%	Computer and Technology
HYCROFT MINING HOLDING CORP	$0	$24,500 ▼	-100.0%	0	0.0%	CL A NEW
TELL Tellurian	$0	$8,312 ▼	-100.0%	0	0.0%	Oils/Energy
NVTA Invitae	$0	$6,989 ▼	-100.0%	0	0.0%	Medical

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information