Meridian Wealth Management, LLC
774 holdingsFiling period: 2026-03-31Current AUM: $3.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 787.5K | $137.5M | $158.3M | 4.81% | -14,531 | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP | 684.5K | $116.1M | $106.4M | 3.24% | +8.0K | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP | 684.5K | $116.1M | $106.4M | 3.24% | +8.0K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 422.5K | $107.2M | $130.5M | 3.97% | -6,260 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 167.1K | $96.4M | $114.9M | 3.50% | +4.6K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 366.7K | $76.4M | $99.6M | 3.03% | -17,138 | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 117.7K | $73.2M | $84.1M | 2.56% | +22.5K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 169.3K | $62.7M | $78.7M | 2.39% | -1,668 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 200.5K | $57.7M | $71.4M | 2.17% | -10,917 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 193.1K | $56.8M | $67.9M | 2.07% | -3,850 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 132.8K | $41.1M | $51.7M | 1.57% | +208 | 2026-03-31 |
| 12 | META | META PLATFORMS INC | 65.6K | $37.6M | $36.5M | 1.11% | +2.9K | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 85.4K | $36.7M | $31.7M | 0.96% | +12.7K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 76.2K | $36.5M | $36.5M | 1.11% | +4.5K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 45.9K | $30.0M | $34.4M | 1.05% | +225 | 2026-03-31 |
| 16 | VUG | VANGUARD INDEX FDS | 65.3K | $28.6M | $33.5M | 1.02% | -1,161 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 96.5K | $27.7M | $34.4M | 1.05% | -4,072 | 2026-03-31 |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | 247.0K | $27.7M | $35.5M | 1.08% | +313 | 2026-03-31 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 81.6K | $27.6M | $33.0M | 1.00% | +15.6K | 2026-03-31 |
| 20 | TSLA | TESLA INC | 71.2K | $26.5M | $22.2M | 0.67% | -820 | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 132.5K | $26.0M | $29.1M | 0.89% | +3.1K | 2026-03-31 |
| 22 | SCHG | SCHWAB STRATEGIC TR | 876.3K | $25.5M | $29.9M | 0.91% | +22.3K | 2026-03-31 |
| 23 | CAT | CATERPILLAR INC | 32.8K | $23.2M | $26.7M | 0.81% | -3,502 | 2026-03-31 |
| 24 | SMTH | ALPS ETF TR | 855.3K | $22.0M | $21.6M | 0.66% | +23.1K | 2026-03-31 |
| 25 | WMT | WALMART INC | 174.0K | $21.6M | $19.3M | 0.59% | +8.9K | 2026-03-31 |
← Scroll →
Page 1 of 31