Fund HoldingsMERIDIAN INVESTMENT COUNSEL INC.

Total Portfolio Value
$335.03M
Total Bought
$24.95M
Total Sold
$25.41M
Net Transaction
-$455.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)60,55776,662+16,10514,11019,1985.73%+5,088
SPDR S&P MIDCAP 400 ETF TR(MDY)4,8908,345+3,4552,7864,7531.42%+1,967
PALANTIR TECHNOLOGIES INC(PLTR)65,72057,600-8,1202,4454,3561.30%+1,912
ISHARES TR8,39213,870+5,4781,8543,0650.91%+1,211
NOVO-NORDISK A S(NVO)045,697+45,69703,9311.17%+3,931
SELECT SECTOR SPDR TR
ST STR INDL ETF
08,458+8,45801,1140.33%+1,114
ISHARES TR4,25019,438+15,1882521,1340.34%+883
MEDTRONIC PLC(MDT)12,63724,934+12,2971,1381,9920.59%+854
JANUS DETROIT STR TR
HENDRSON AAA CL
016,250+16,25008240.25%+824
DOCUSIGN INC(DOCU)29,70029,174-5261,8442,6240.78%+780
TAIWAN SEMICONDUCTOR MFG LTD(TSM)095,670+95,670018,8945.64%+18,894
PACER FDS TR
TRENDP US LAR CP
013,200+13,20007050.21%+705
JPMORGAN CHASE & CO.(JPM)6,8058,787+1,9821,4352,1060.63%+671
BERKSHIRE HATHAWAY INC DEL7,6349,159+1,5253,5144,1521.24%+638
AMERICAN ELEC PWR CO INC10,91517,740+6,8251,1201,6360.49%+516
SPDR SER TR
SP O&G EQP SERV
9,54516,145+6,6007711,2740.38%+503
LAM RESEARCH CORP(LRCX)06,720+6,72004850.14%+485
AXON ENTERPRISE INC(AXON)3,0002,800-2001,1991,6640.50%+465
KINDER MORGAN INC DEL(KMI)102,79499,349-3,4452,2712,7220.81%+451
SELECT SECTOR SPDR TR
ST STR UTIL ETF
63,46373,572+10,1095,1275,5691.66%+442
VANGUARD INDEX FDS2,3923,145+7531,2621,6950.51%+432
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,910+14,91001,2770.38%+1,277
NVIDIA CORPORATION(NVDA)018,808+18,80802,5260.75%+2,526
MCDONALDS CORP(MCD)01,262+1,26203660.11%+366
HERSHEY CO(HSY)02,100+2,10003560.11%+356
WYNDHAM HOTELS & RESORTS INC(WH)014,419+14,41901,4530.43%+1,453
ASML HOLDING N V
N Y REGISTRY SHS
0416+41602880.09%+288
AMERICAN EXPRESS CO(AXP)0903+90302680.08%+268
SALESFORCE INC(CRM)3,0133,230+2178251,0800.32%+255
WISDOMTREE TR(WT)07,000+7,00002400.07%+240
WELLS FARGO CO NEW(WFC)024,295+24,29501,7060.51%+1,706
CITIGROUP INC(C)028,302+28,30201,9920.59%+1,992
HONEYWELL INTL INC(HON)08,494+8,49401,9190.57%+1,919
EQT CORP(EQT)04,514+4,51402080.06%+208
BRISTOL-MYERS SQUIBB CO(BMY)03,584+3,58402030.06%+203
TESLA INC(TSLA)8801,051+1712304240.13%+194
CISCO SYS INC(CSCO)25,00025,700+7001,3311,5210.45%+191
CBRE GROUP INC(CBRE)27,05927,05903,3683,5531.06%+184
VANECK ETF TRUST
GOLD MINERS ETF
6,00012,450+6,4502394220.13%+183
GILEAD SCIENCES INC(GILD)21,57221,367-2051,8091,9740.59%+165
VANGUARD INDEX FDS4,0924,642+5509711,1150.33%+145
MORGAN STANLEY(MS)06,735+6,73508470.25%+847
WALMART INC(WMT)58,57353,948-4,6254,7304,8741.45%+144
SYNCHRONY FINANCIAL(SYF)011,072+11,07207200.21%+720
AMAZON COM INC(AMZN)4,1314,13107709060.27%+137
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
22,90324,195+1,2924,1034,2401.27%+136
TEGNA INC116,833107,833-9,0001,8441,9720.59%+129
TAPESTRY INC(TPR)06,806+6,80604450.13%+445
GE VERNOVA INC(GEV)3,6263,189-4379251,0490.31%+124
COSTCO WHSL CORP NEW(COST)01,001+1,00109170.27%+917
CALAMOS GBL DYN INCOME FUND(CHW)015,500+15,50001050.03%+105
ALPHABET INC(GOOG)04,324+4,32408190.24%+819
ABBOTT LABS03,017+3,01703410.10%+341
EMERSON ELEC CO(EMR)05,705+5,70507070.21%+707
LIBERTY ALL STAR EQUITY FD(USA)011,895+11,8950830.02%+83
BARRICK GOLD CORP47,00065,266+18,2669351,0120.30%+77
SPDR DOW JONES INDL AVERAGE(DIA)7,7267,862+1363,2693,3451.00%+76
VANGUARD WORLD FD
CONSUM STP ETF
2,4352,875+4405326080.18%+76
BANK AMERICA CORP083,899+83,89903,6871.10%+3,687
SCHLUMBERGER LTD(SLB)013,050+13,05005000.15%+500
SPDR SER TR
SP O&G EXPL PRO
05,845+5,84507740.23%+774
OCCIDENTAL PETE CORP(OXY)12,30013,995+1,6956346910.21%+58
AUTOMATIC DATA PROCESSING IN3,4883,48809651,0210.30%+56
SELECT SECTOR SPDR TR
ST STR SVC ETF
08,045+8,04507790.23%+779
ISHARES TR037,230+37,23003,8011.13%+3,801
VANGUARD WORLD FD
INF TECH ETF
02,933+2,93301,8240.54%+1,824
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,475+6,47503130.09%+313
DISNEY WALT CO(DIS)02,556+2,55602850.08%+285
ENTERGY CORP NEW(ETR)1,8003,600+1,8002372730.08%+36
ISHARES GOLD TR(IAU)124,843125,976+1,1336,2056,2371.86%+32
COTERRA ENERGY INC017,515+17,51504470.13%+447
HEWLETT PACKARD ENTERPRISE C(HPE)017,232+17,23203680.11%+368
BANK NEW YORK MELLON CORP03,800+3,80002920.09%+292
ISHARES TR06,700+6,70006480.19%+648
ISHARES TR0630+63002530.08%+253
MASTERCARD INCORPORATED(MA)0492+49202590.08%+259
BRITISH AMERN TOB PLC(BTI)57,88758,737+8502,1182,1330.64%+16
VANGUARD INDEX FDS2,3572,35706676830.20%+16
VANGUARD WORLD FD
COMM SRVC ETF
02,827+2,82704380.13%+438
META PLATFORMS INC(META)6,5226,396-1263,7333,7451.12%+11
ENBRIDGE INC(ENB)05,929+5,92902520.08%+252
ISHARES TR0810+81004770.14%+477
PENTAIR PLC(PNR)3,3493,34903273370.10%+10
ISHARES TR6,6486,64808228310.25%+9
PROCTER AND GAMBLE CO(PG)04,307+4,30707220.22%+722
ELLSWORTH GROWTH & INCOME FD011,100+11,10001080.03%+108
JOHNSON CTLS INTL PLC
SHS
05,845+5,84504610.14%+461
TJX COS INC NEW(TJX)02,199+2,19902660.08%+266
BAIN CAP SPECIALTY FIN INC(BCSF)018,476+18,47603240.10%+324
ISHARES TR
MSCI USA MMENTM
01,504+1,50403110.09%+311
GENWORTH FINL INC(GNW)44,00044,00003013080.09%+6
AT&T INC(T)44,91343,491-1,4229889900.30%+2
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
8,7998,79905715730.17%+2
UNITED STATES STL CORP NEW014,700+14,70005000.15%+500
CORTEVA INC(CTVA)07,154+7,15404070.12%+407
ISHARES TR03,275+3,27502900.09%+290
PENNANTPARK INVT CORP046,600+46,60003300.10%+330
EATON CORP PLC(ETN)1,3001,30004314310.13%+1
ISHARES TR9,3159,31505815800.17%-0
AMERICAN INTL GROUP INC03,159+3,15902300.07%+230
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