HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
160,618 | -407 | $67,476 |
| MSFT | 160,618 | -407 | $67,476 |
| APPLE INC |
386,380 | +5,184 | $66,303 |
| AAPL | 386,380 | +5,184 | $66,303 |
| AMAZON COM INC |
282,202 | +7,998 | $50,904 |
| AMZN | 282,202 | +7,998 | $50,904 |
 BERKSHIRE HATHAWAY INC DEL |
$29,215 | ||
| BRK.B | 69,473 | +1,605 | $29,215 |
| ISHARES TR (IVV) |
33,424 | +3,179 | $17,572 |
| IVV | 33,424 | +3,179 | $17,572 |
| ADVANCED MICRO DEVICES INC |
87,278 | -15,286 | $15,533 |
| AMD | 87,278 | -15,286 | $15,533 |
| CATERPILLAR INC |
37,201 | +2,521 | $13,632 |
| CAT | 37,201 | +2,521 | $13,632 |
| ISHARES TR (IWM) |
60,380 | -3,087 | $12,698 |
| IWM | 60,380 | -3,087 | $12,698 |
| NOVO NORDISK A S |
96,386 | +42,385 | $12,376 |
| NVO | 96,386 | +42,385 | $12,376 |
| HOME DEPOT INC |
32,196 | +85 | $12,350 |
| HD | 32,196 | +85 | $12,350 |
| CHEVRON CORP NEW |
69,704 | +8,901 | $10,995 |
| CVX | 69,704 | +8,901 | $10,995 |
| INTERNATIONAL BUSINESS MACHS |
55,876 | +10,556 | $10,666 |
| IBM | 55,876 | +10,556 | $10,666 |
| ISHARES TR (IJH) |
173,497 | +138,727 | $10,567 |
| IJH | 173,497 | +138,727 | $10,567 |
| PEPSICO INC |
57,785 | +2,527 | $10,113 |
| PEP | 57,785 | +2,527 | $10,113 |
| ISHARES TR (IGSB) |
157,780 | -18,062 | $8,091 |
| IGSB | 157,780 | -18,062 | $8,091 |
| JOHNSON & JOHNSON |
49,014 | -4,051 | $7,754 |
| JNJ | 49,014 | -4,051 | $7,754 |
| ISHARES TR (SOXX) |
33,749 | +22,354 | $7,624 |
| SOXX | 33,749 | +22,354 | $7,624 |
| DEERE & CO |
16,845 | -457 | $6,925 |
| DE | 16,845 | -457 | $6,925 |
| ISHARES TR (SHV) |
60,097 | +14,228 | $6,643 |
| SHV | 60,097 | +14,228 | $6,643 |
| ELI LILLY & CO |
8,497 | +1,580 | $6,611 |
| LLY | 8,497 | +1,580 | $6,611 |
| ISHARES TR (IGM) |
69,612 | +58,010 | $5,999 |
| IGM | 69,612 | +58,010 | $5,999 |
| ISHARES TR (IJR) |
52,272 | -8,552 | $5,777 |
| IJR | 52,272 | -8,552 | $5,777 |
| PALO ALTO NETWORKS INC |
18,116 | -563 | $5,147 |
| PANW | 18,116 | -563 | $5,147 |
| DOW INC |
88,819 | +4,433 | $5,134 |
| DOW | 88,819 | +4,433 | $5,134 |
| AMGEN INC |
15,535 | +457 | $4,417 |
| AMGN | 15,535 | +457 | $4,417 |
| KAYNE ANDERSON ENERGY INFRST |
434,324 | +14,359 | $4,348 |
| KYN | 434,324 | +14,359 | $4,348 |
| APPLIED MATLS INC |
20,891 | -552 | $4,308 |
| AMAT | 20,891 | -552 | $4,308 |
| LOWES COS INC |
15,356 | -88 | $3,904 |
| LOW | 15,356 | -88 | $3,904 |
| EMERSON ELEC CO |
32,716 | +968 | $3,711 |
| EMR | 32,716 | +968 | $3,711 |
| FIRSTENERGY CORP |
93,382 | +4,523 | $3,606 |
| FE | 93,382 | +4,523 | $3,606 |
| LAMAR ADVERTISING CO NEW |
29,832 | +1,926 | $3,562 |
| LAMR | 29,832 | +1,926 | $3,562 |
| NORTHROP GRUMMAN CORP |
7,289 | +815 | $3,489 |
| NOC | 7,289 | +815 | $3,489 |
| DISNEY WALT CO |
28,473 | -8,622 | $3,484 |
| DIS | 28,473 | -8,622 | $3,484 |
| ISHARES TR (EFA) |
40,732 | -44,052 | $3,253 |
| EFA | 40,732 | -44,052 | $3,253 |
| ISHARES TR (IEF) |
34,350 | +34,350 | $3,252 |
| IEF | 34,350 | +34,350 | $3,252 |
| GENERAL MLS INC |
46,259 | +8,034 | $3,236 |
| GIS | 46,259 | +8,034 | $3,236 |
| BRISTOL MYERS SQUIBB CO |
59,584 | +28 | $3,233 |
| BMY | 59,584 | +28 | $3,233 |
| GILEAD SCIENCES INC |
42,121 | +1,314 | $3,085 |
| GILD | 42,121 | +1,314 | $3,085 |
| DIGITAL RLTY TR INC |
20,780 | +1,521 | $2,993 |
| DLR | 20,780 | +1,521 | $2,993 |
| ISHARES TR (IWF) |
8,588 | +77 | $2,895 |
| IWF | 8,588 | +77 | $2,895 |
| PAYCHEX INC |
22,627 | +2,646 | $2,779 |
| PAYX | 22,627 | +2,646 | $2,779 |
| COCA COLA CO |
44,594 | +943 | $2,728 |
| KO | 44,594 | +943 | $2,728 |
| GOLDMAN SACHS ETF TR (GSLC) |
26,185 | -50 | $2,718 |
| GSLC | 26,185 | -50 | $2,718 |
| ABBOTT LABS |
22,926 | -8,400 | $2,606 |
| ABT | 22,926 | -8,400 | $2,606 |
| MCDONALDS CORP |
9,215 | +693 | $2,598 |
| MCD | 9,215 | +693 | $2,598 |
| ISHARES TR (EEM) |
62,848 | -116 | $2,582 |
| EEM | 62,848 | -116 | $2,582 |
| BOEING CO |
12,853 | -576 | $2,481 |
| BA | 12,853 | -576 | $2,481 |
| CADENCE DESIGN SYSTEM INC |
7,854 | +14 | $2,445 |
| CDNS | 7,854 | +14 | $2,445 |
| DELTA AIR LINES INC DEL |
49,922 | -5,167 | $2,373 |
| DAL | 49,922 | -5,167 | $2,373 |
| LOCKHEED MARTIN CORP |
5,189 | -502 | $2,360 |
| LMT | 5,189 | -502 | $2,360 |
See Full List: All Stocks Held By Meridian Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Meridian Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $600,650 At 12/31/2023: $1,566,113 Meridian Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
