Meridian Wealth Management, LLC
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 RBCAA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,281 | 6,184 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $426,634 | 6,184 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $446,794 | 6,184 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $452,112 | 6,184 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $394,662 | 6,184 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $432,076 | 6,184 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $390,755 | 5,984 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $330,077 | 5,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $527,190 | 11,968 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $254,320 | 5,984 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $253,901 | 5,984 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||