Meridian Wealth Management, LLC
Top Portfolio Positions
395 positions ·
$1,781,172,386 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
787,547 | $137,348,196 | 7.71% | |
| XOM |
Exxon Mobil Corp
Energy
|
684,549 | $116,140,583 | 6.52% | |
| AAPL |
Apple Inc.
Technology
|
422,545 | $107,237,695 | 6.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
167,058 | $96,422,536 | 5.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
117,703 | $76,546,969 | 4.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
366,672 | $76,366,777 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
169,280 | $62,662,377 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,519 | $57,661,243 | 3.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
193,088 | $56,798,766 | 3.19% | |
| AVGO |
Broadcom Inc.
Technology
|
132,838 | $41,114,689 | 2.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $783,429 | 88,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,204,748 | 129,822 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,340,224 | 328,439 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,493,676 | 310,549 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,643,574 | 313,291 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,369,341 | 278,458 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,462,910 | 251,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,826,547 | 254,594 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,851,183 | 194,620 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,385,796 | 232,541 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,932,138 | 211,554 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,734,777 | 200,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,300,734 | 167,692 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,204,908 | 221,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,605,212 | 214,596 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,192,402 | 213,789 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,777,719 | 197,167 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,387,611 | 184,611 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,031,218 | 154,654 | Shares | Sole | 2021-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||