Meridian Wealth Management, LLC
Top Portfolio Positions
394 positions ·
$1,748,650,654 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
787,547 | $137,348,196 | 7.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
684,549 | $116,140,583 | 6.64% | |
| AAPL |
Apple Inc.
Technology
|
422,545 | $107,237,695 | 6.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
167,058 | $96,422,536 | 5.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
117,703 | $76,546,969 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
366,672 | $76,366,777 | 4.37% | |
| MSFT |
Microsoft Corp
Technology
|
169,280 | $62,662,377 | 3.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,519 | $57,661,243 | 3.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
193,088 | $56,798,766 | 3.25% | |
| AVGO |
Broadcom Inc.
Technology
|
132,838 | $41,114,689 | 2.35% |
Portfolio Trend
Holdings in CTM
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,622 | 785,800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $672,870 | 745,150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $746,214 | 684,600 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $647,640 | 616,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $615,648 | 580,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,178,800 | 589,400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $105,822 | 604,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $113,590 | 610,700 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $150,043 | 503,500 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $51,750 | 225,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $78,000 | 156,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $204,157 | 187,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $149,940 | 119,000 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||