Meridian Wealth Management, LLC Q4 2023 Filing
Filed February 8, 2024
Portfolio Value
$1.6T
Holdings
592
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (592 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 381,196 | $73K | 0.00% | |
| 2 | NDQINVESCO QQQ TR | 158,482 | $64K | 0.00% | |
| 3 | MSFTMICROSOFT CORP | 161,025 | $60K | 0.00% | |
| 4 | XOMEXXON MOBIL CORP | 577,548 | $57K | 0.00% | |
| 5 | NVDANVIDIA CORPORATION | 99,096 | $49K | 0.00% | |
| 6 | AMZNAMAZON COM INC | 274,204 | $41K | 0.00% | |
| 7 | SPYSPDR S&P 500 ETF TR | 78,743 | $37K | 0.00% | |
| 8 | JPMJPMORGAN CHASE & CO | 178,990 | $30K | 0.00% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 67,868 | $24K | 0.00% | |
| 10 | GOOGLALPHABET INC | 130,436 | $18K | 0.00% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 29,003 | $15K | 0.00% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 102,564 | $15K | 0.00% | |
| 13 | IVVISHARES TR | 30,245 | $14K | 0.00% | |
| 14 | VUGVANGUARD INDEX FDS | 45,528 | $14K | 0.00% | |
| 15 | SPYVSPDR SER TR | 281,933 | $13K | 0.00% | |
| 16 | IWMISHARES TR | 63,467 | $12K | 0.00% | |
| 17 | GOOGALPHABET INC | 85,189 | $12K | 0.00% | |
| 18 | GFSGLOBALFOUNDRIES INC | 206,230 | $12K | 0.00% | |
| 19 | VTVVANGUARD INDEX FDS | 81,562 | $12K | 0.00% | |
| 20 | DONSPDR DOW JONES INDL AVERAGE | 32,582 | $12K | 0.00% | |
| 21 | ABBVABBVIE INC | 71,481 | $11K | 0.00% | |
| 22 | VOOVANGUARD INDEX FDS | 25,708 | $11K | 0.00% | |
| 23 | SCHGSCHWAB STRATEGIC TR | 135,442 | $11K | 0.00% | |
| 24 | AVGOBROADCOM INC | 10,268 | $11K | 0.00% | |
| 25 | HDHOME DEPOT INC | 32,111 | $11K | 0.00% | |
| 26 | SCHASCHWAB STRATEGIC TR | 223,658 | $10K | 0.00% | |
| 27 | CATCATERPILLAR INC | 34,680 | $10K | 0.00% | |
| 28 | AERAERCAP HOLDINGS NV | 145,220 | $10K | 0.00% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 16,343 | $10K | 0.00% | |
| 30 | IJHISHARES TR | 34,770 | $9K | 0.00% | |
| 31 | ISRGINTUITIVE SURGICAL INC | 27,582 | $9K | 0.00% | |
| 32 | METAMETA PLATFORMS INC | 27,294 | $9K | 0.00% | |
| 33 | CVXCHEVRON CORP NEW | 60,803 | $9K | 0.00% | |
| 34 | PEPPEPSICO INC | 55,258 | $9K | 0.00% | |
| 35 | IGSBISHARES TR | 175,842 | $9K | 0.00% | |
| 36 | MRKMERCK & CO INC | 79,659 | $8K | 0.00% | |
| 37 | PGPROCTER AND GAMBLE CO | 55,449 | $8K | 0.00% | |
| 38 | DGROISHARES TR | 155,856 | $8K | 0.00% | |
| 39 | SCHFSCHWAB STRATEGIC TR | 241,793 | $8K | 0.00% | |
| 40 | JNJJOHNSON & JOHNSON | 53,065 | $8K | 0.00% | |
| 41 | WMTWALMART INC | 47,110 | $7K | 0.00% | |
| 42 | TSLATESLA INC | 29,402 | $7K | 0.00% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 45,320 | $7K | 0.00% | |
| 44 | VBRVANGUARD INDEX FDS | 42,817 | $7K | 0.00% | |
| 45 | COWZPACER FDS TR | 136,500 | $7K | 0.00% | |
| 46 | VTIVANGUARD INDEX FDS | 28,651 | $6K | 0.00% | |
| 47 | SHOPSHOPIFY INC | 81,295 | $6K | 0.00% | |
| 48 | SCHMSCHWAB STRATEGIC TR | 79,880 | $6K | 0.00% | |
| 49 | SCHDSCHWAB STRATEGIC TR | 90,741 | $6K | 0.00% | |
| 50 | SCHBSCHWAB STRATEGIC TR | 110,900 | $6K | 0.00% | |
| 51 | BNDVANGUARD BD INDEX FDS | 86,990 | $6K | 0.00% | |
| 52 | IJRISHARES TR | 60,824 | $6K | 0.00% | |
| 53 | EFAISHARES TR | 84,784 | $6K | 0.00% | |
| 54 | BUFRFIRST TR EXCHNG TRADED FD VI | 256,235 | $6K | 0.00% | |
| 55 | DEDEERE & CO | 17,302 | $6K | 0.00% | |
| 56 | SYBTSTOCK YDS BANCORP INC | 117,384 | $6K | 0.00% | |
| 57 | SPYGSPDR SER TR | 93,021 | $6K | 0.00% | |
| 58 | SOXXISHARES TR | 11,395 | $6K | 0.00% | |
| 59 | VVISA INC | 24,069 | $6K | 0.00% | |
| 60 | CSCOCISCO SYS INC | 116,233 | $5K | 0.00% | |
| 61 | SHVISHARES TR | 45,869 | $5K | 0.00% | |
| 62 | DFACDIMENSIONAL ETF TRUST | 182,641 | $5K | 0.00% | |
| 63 | GQ9SPDR GOLD TR | 26,642 | $5K | 0.00% | |
| 64 | MAMASTERCARD INCORPORATED | 12,373 | $5K | 0.00% | |
| 65 | IGMISHARES TR | 11,602 | $5K | 0.00% | |
| 66 | CRMSALESFORCE INC | 22,352 | $5K | 0.00% | |
| 67 | NVONOVO-NORDISK A S | 54,001 | $5K | 0.00% | |
| 68 | PANWPALO ALTO NETWORKS INC | 18,679 | $5K | 0.00% | |
| 69 | TTDTHE TRADE DESK INC | 80,532 | $5K | 0.00% | |
| 70 | BSVVANGUARD BD INDEX FDS | 69,998 | $5K | 0.00% | |
| 71 | VCSHVANGUARD SCOTTSDALE FDS | 53,385 | $4K | 0.00% | |
| 72 | AQLTISHARES TR | 205,656 | $4K | 0.00% | |
| 73 | MAINMAIN STR CAP CORP | 110,998 | $4K | 0.00% | |
| 74 | VIGVANGUARD SPECIALIZED FUNDS | 28,254 | $4K | 0.00% | |
| 75 | UNPUNION PAC CORP | 18,194 | $4K | 0.00% | |
| 76 | DESWISDOMTREE TR | 136,790 | $4K | 0.00% | |
| 77 | VGSHVANGUARD SCOTTSDALE FDS | 69,297 | $4K | 0.00% | |
| 78 | RTXRTX CORPORATION | 56,101 | $4K | 0.00% | |
| 79 | DHID R HORTON INC | 28,507 | $4K | 0.00% | |
| 80 | ACNACCENTURE PLC IRELAND | 11,924 | $4K | 0.00% | |
| 81 | VTIPVANGUARD MALVERN FDS | 100,250 | $4K | 0.00% | |
| 82 | DOWDOW INC | 84,386 | $4K | 0.00% | |
| 83 | XLESELECT SECTOR SPDR TR | 53,139 | $4K | 0.00% | |
| 84 | AMGNAMGEN INC | 15,078 | $4K | 0.00% | |
| 85 | LLYELI LILLY & CO | 6,917 | $4K | 0.00% | |
| 86 | SMHVANECK ETF TRUST | 25,618 | $4K | 0.00% | |
| 87 | QQQMINVESCO EXCH TRADED FD TR II | 21,289 | $3K | 0.00% | |
| 88 | FEFIRSTENERGY CORP | 88,859 | $3K | 0.00% | |
| 89 | GILDGILEAD SCIENCES INC | 40,807 | $3K | 0.00% | |
| 90 | HEFAISHARES TR | 100,381 | $3K | 0.00% | |
| 91 | PFEPFIZER INC | 122,344 | $3K | 0.00% | |
| 92 | KYNKAYNE ANDERSON ENERGY INFRST | 419,965 | $3K | 0.00% | |
| 93 | SPYMSPDR SER TR | 55,121 | $3K | 0.00% | |
| 94 | XLVSELECT SECTOR SPDR TR | 28,296 | $3K | 0.00% | |
| 95 | PEYINVESCO EXCHANGE TRADED FD T | 171,371 | $3K | 0.00% | |
| 96 | SOSOUTHERN CO | 47,826 | $3K | 0.00% | |
| 97 | XLYSELECT SECTOR SPDR TR | 20,569 | $3K | 0.00% | |
| 98 | PWBINVESCO EXCHANGE TRADED FD T | 48,979 | $3K | 0.00% | |
| 99 | BMYBRISTOL-MYERS SQUIBB CO | 59,556 | $3K | 0.00% | |
| 100 | FAIFIRST TR EXCHANGE-TRADED FD | 65,064 | $3K | 0.00% |
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