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 IMMP
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $157,342 | 449,550 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,299,584 | 454,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $736,575 | 420,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $611,228 | 372,700 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $855,305 | 394,150 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $880,574 | 398,450 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $766,212 | 381,200 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $773,880 | 322,450 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $591,280 | 311,200 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $555,035 | 263,050 | Shares | Sole | 2023-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||