Meridian Wealth Management, LLC
CIK
1697300
City
LEXINGTON
State / Country
KY
Top Portfolio Positions
395 positions ·
$1,785,176,236 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
787,547 | $137,348,196 | 7.69% | |
| XOM |
Exxon Mobil Corp
Energy
|
684,549 | $116,140,583 | 6.51% | |
| AAPL |
Apple Inc.
Technology
|
422,545 | $107,237,695 | 6.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
167,058 | $96,422,536 | 5.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
117,703 | $76,546,969 | 4.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
366,672 | $76,366,777 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
169,280 | $62,662,377 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,519 | $57,661,243 | 3.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
193,088 | $56,798,766 | 3.18% | |
| AVGO |
Broadcom Inc.
Technology
|
132,838 | $41,114,689 | 2.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETV
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,312,634 | 96,023 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,270,745 | 88,492 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,179,672 | 82,784 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,088,254 | 78,461 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $942,665 | 71,360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $899,717 | 62,437 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $727,853 | 52,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $565,514 | 41,369 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $443,164 | 35,942 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $425,401 | 35,539 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $345,929 | 27,068 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $293,811 | 23,263 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $184,629 | 15,035 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $160,995 | 12,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $149,190 | 11,043 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $174,662 | 11,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $183,754 | 10,977 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $195,397 | 12,220 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $238,518 | 14,651 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $225,844 | 14,580 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $215,237 | 14,022 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $164,673 | 11,907 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $960,922 | 68,054 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $750,783 | 62,254 | Shares | Sole | 2020-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||