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 EVT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,106,370 | 45,066 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,128,038 | 44,799 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,012,547 | 41,413 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $927,440 | 38,483 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $786,339 | 33,792 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $683,476 | 28,419 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $585,473 | 23,713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,510 | 15,608 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $261,593 | 11,757 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $244,544 | 11,546 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $258,440 | 11,360 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $263,429 | 11,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $216,394 | 9,491 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $258,704 | 8,927 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $261,883 | 8,791 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $276,997 | 10,091 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $283,475 | 10,256 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $268,111 | 10,206 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $230,327 | 9,739 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $238,903 | 12,417 | Shares | Sole | 2020-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||