Fund Holdings — Meridian Wealth Management, LLC

Total Portfolio Value
$836.62M
Total Bought
$836.62M
Total Sold
$600.69M
Net Transaction
+$235.93M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)0787,332+787,332097,26711.63%+97,267
EXXON MOBIL CORP0692,613+692,613079,7349.53%+79,734
SPDR S&P 500 ETF TR(SPY)082,494+82,494044,8955.37%+44,895
JPMORGAN CHASE & CO.(JPM)0193,676+193,676039,1734.68%+39,173
ALPHABET INC(GOOG)0140,933+140,933025,6713.07%+25,671
VANECK ETF TRUST
SEMICONDUCTR ETF
063,613+63,613016,5841.98%+16,584
ALPHABET INC(GOOG)086,794+86,794015,9201.90%+15,920
COSTCO WHSL CORP NEW(COST)017,010+17,010014,4581.73%+14,458
UNITEDHEALTH GROUP INC(UNH)027,559+27,559014,0351.68%+14,035
META PLATFORMS INC(META)025,412+25,412012,8131.53%+12,813
SPDR SER TR
ST STR P500VAL
0260,985+260,985012,7201.52%+12,720
ABBVIE INC(ABBV)072,515+72,515012,4381.49%+12,438
INTUITIVE SURGICAL INC027,384+27,384012,1821.46%+12,182
BROADCOM INC(AVGO)06,763+6,763010,8581.30%+10,858
MERCK & CO INC(MRK)084,713+84,713010,4871.25%+10,487
PACER FDS TR
US CASH COWS 100
0192,008+192,008010,4631.25%+10,463
AERCAP HOLDINGS NV(AER)0101,223+101,22309,4341.13%+9,434
ISHARES TR
CORE DIV GRWTH
0163,082+163,08209,3951.12%+9,395
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0309,014+309,01408,9371.07%+8,937
SPDR DOW JONES INDL AVERAGE(DIA)022,387+22,38708,7561.05%+8,756
SPDR GOLD TR(GLD)036,475+36,47507,8420.94%+7,842
ISHARES TR
US TREAS BD ETF
0302,009+302,00906,8160.81%+6,816
VISA INC(V)025,248+25,24806,6270.79%+6,627
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0104,460+104,46006,2730.75%+6,273
ISHARES TR
HDG MSCI EAFE
0174,617+174,61706,2090.74%+6,209
SHOPIFY INC(SHOP)093,279+93,27906,1610.74%+6,161
CROWDSTRIKE HLDGS INC(CRWD)015,935+15,93506,1060.73%+6,106
TESLA INC(TSLA)030,850+30,85006,1050.73%+6,105
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
076,315+76,31506,1000.73%+6,100
SPDR SER TR
ST STR P500GRW
074,852+74,85205,9980.72%+5,998
SALESFORCE INC(CRM)022,879+22,87905,8820.70%+5,882
ISHARES TR
TRS FLT RT BD
0115,238+115,23805,8380.70%+5,838
MAIN STR CAP CORP(MAIN)0112,035+112,03505,6570.68%+5,657
SPDR SER TR
ST STR BLO 1 ETF
058,799+58,79905,3970.65%+5,397
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
068,219+68,21905,2720.63%+5,272
MASTERCARD INCORPORATED(MA)011,539+11,53905,0910.61%+5,091
VANECK ETF TRUST
GOLD MINERS ETF
0146,183+146,18304,9600.59%+4,960
SELECT SECTOR SPDR TR
ST STR ENERG ETF
052,281+52,28104,7650.57%+4,765
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
0198,434+198,43404,7540.57%+4,754
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
050,168+50,16804,7390.57%+4,739
ISHARES SILVER TR(SLV)0177,307+177,30704,7110.56%+4,711
KINDER MORGAN INC DEL(KMI)0231,353+231,35304,5970.55%+4,597
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0141,873+141,87304,5740.55%+4,574
D R HORTON INC(DHI)031,015+31,01504,3710.52%+4,371
ARES MANAGEMENT CORPORATION(ARES)032,592+32,59204,3440.52%+4,344
SPDR SER TR
ST STR P500ETF
067,122+67,12204,2960.51%+4,296
WISDOMTREE TR(WT)0136,987+136,98704,2670.51%+4,267
NETFLIX INC(NFLX)06,250+6,25004,2180.50%+4,218
SELECT SECTOR SPDR TR
ST STR CARE ETF
028,022+28,02204,0820.49%+4,082
ACCENTURE PLC IRELAND
SHS CLASS A
013,096+13,09603,9730.47%+3,973
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
020,001+20,00103,9420.47%+3,942
GOLDMAN SACHS BDC INC(GSBD)0254,594+254,59403,8270.46%+3,827
ORACLE CORP(ORCL)026,555+26,55503,7500.45%+3,750
ARES CAPITAL CORP(ARCC)0177,850+177,85003,7060.44%+3,706
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
064,270+64,27003,6800.44%+3,680
NEXTERA ENERGY INC(NEE)086,875+86,87503,6040.43%+3,604
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
036,351+36,35103,5270.42%+3,527
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
0179,479+179,47903,5250.42%+3,525
EOG RES INC(EOG)026,923+26,92303,3890.41%+3,389
WISDOMTREE TR(WT)070,712+70,71203,3070.40%+3,307
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
051,674+51,67402,9970.36%+2,997
OREILLY AUTOMOTIVE INC(ORLY)02,759+2,75902,9140.35%+2,914
S&P GLOBAL INC(SPGI)06,315+6,31502,8170.34%+2,817
GLOBAL X FDS
US INFR DEV ETF
075,355+75,35502,7900.33%+2,790
PROSHARES TR
SHORT QQQ
063,869+63,86902,5870.31%+2,587
ADOBE INC(ADBE)04,552+4,55202,5290.30%+2,529
SPDR SER TR
ST PORT HIGH ETF
0108,018+108,01802,5090.30%+2,509
SPDR S&P MIDCAP 400 ETF TR(MDY)04,580+4,58002,4510.29%+2,451
ALPS ETF TR
SECTR DIV DOGS
044,550+44,55002,3540.28%+2,354
SERVICENOW INC(NOW)02,949+2,94902,3200.28%+2,320
REDDIT INC(RDDT)035,184+35,18402,2480.27%+2,248
FIDELITY NATIONAL FINANCIAL(FNF)044,351+44,35102,1920.26%+2,192
RBB FD INC
F/M US TREASURY
043,235+43,23502,1630.26%+2,163
ISHARES TR
CORE MSCI EAFE
029,755+29,75502,1610.26%+2,161
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
013,156+13,15602,1610.26%+2,161
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
063,939+63,93902,1030.25%+2,103
SPDR SER TR
ST STR BACKE ETF
093,753+93,75302,0220.24%+2,022
GLOBALFOUNDRIES INC(GFS)039,583+39,58302,0010.24%+2,001
SELECT SECTOR SPDR TR
ST STR DISCR ETF
010,805+10,80501,9690.24%+1,969
SPDR SER TR
ST BLOO HIGH ETF
020,595+20,59501,9410.23%+1,941
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,462+8,46201,9140.23%+1,914
UNITED STS OIL FD LP(USO)023,780+23,78001,8930.23%+1,893
WASTE MGMT INC DEL(WM)08,781+8,78101,8730.22%+1,873
SANOFI(SNY)037,397+37,39701,8150.22%+1,815
ENERGY TRANSFER L P(ET)0109,121+109,12101,7700.21%+1,770
VERIZON COMMUNICATIONS INC(VZ)042,950+42,95001,7690.21%+1,769
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
030,941+30,94101,7460.21%+1,746
AXSOME THERAPEUTICS INC(AXSM)021,056+21,05601,6950.20%+1,695
SELECT SECTOR SPDR TR
ST STR FINL ETF
040,028+40,02801,6420.20%+1,642
VANECK ETF TRUST
MRNGSTR WDE MOAT
018,788+18,78801,6270.19%+1,627
MARATHON PETE CORP(MPC)09,270+9,27001,6080.19%+1,608
PROSHARES TR
PSHS ULT S&P 500
019,445+19,44501,6060.19%+1,606
SPDR SER TR
ST STR SP HOME
015,798+15,79801,5970.19%+1,597
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
030,461+30,46101,5960.19%+1,596
THE TRADE DESK INC(TTD)015,737+15,73701,5370.18%+1,537
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
056,897+56,89701,4690.18%+1,469
SPDR SER TR
ST STR AGGRE ETF
058,162+58,16201,4590.17%+1,459
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
023,943+23,94301,4270.17%+1,427
BOOKING HOLDINGS INC(BKNG)0358+35801,4180.17%+1,418
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
047,229+47,22901,3900.17%+1,390
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Meridian Wealth Management, LLC — 13F Holdings — Q2 2024 | TickerTrail