Meridian Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Meridian Wealth Management, LLC | Institutional Filer | ▼ 0.46% | $2.83B | 762 |
Current Portfolio Holdings
Showing all 762 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 788K | $137.5M | 4.86% |
| 2 | XOM | Exxon Mobil Corporation | Energy | 685K | $116.1M | 4.11% |
| 3 | AAPL | Apple Inc. | Technology | 423K | $107.2M | 3.79% |
| 4 | QQQ | Invesco QQQ Trust | — | 167K | $96.4M | 3.41% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 367K | $76.4M | 2.70% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 118K | $73.2M | 2.59% |
| 7 | MSFT | Microsoft Corporation | Technology | 169K | $62.7M | 2.22% |
| 8 | GOOGL | Alphabet Inc. | Technology | 201K | $57.7M | 2.04% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 193K | $56.8M | 2.01% |
| 10 | AVGO | Broadcom Inc. | Technology | 133K | $41.1M | 1.45% |
| 11 | META | Meta Platforms, Inc. | Technology | 66K | $37.6M | 1.33% |
| 12 | GLD | SPDR GOLD TR | — | 85K | $36.7M | 1.30% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 76K | $36.5M | 1.29% |
| 14 | IVV | ISHARES TR | — | 46K | $30.0M | 1.06% |
| 15 | VUG | VANGUARD INDEX FDS | — | 65K | $28.6M | 1.01% |
Showing 1 to 15 of 762 holdings