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Home > Institutional Investor > Meridian Wealth Management, Llc > Profile

Instuitional Investor - Meridian Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Wealth Management, Llc
Portfolio Value $1,566,218,199
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 381,196 $73,383,709 4.68%
2.
Invesco Qqq Tr
 158,482 $64,901,604 4.14%
3.
Microsoft Corp
 MSFT 161,025 $60,500,528 3.86%
4.
Exxon Mobil Corp
 XOM 577,548 $57,743,235 3.68%
5.
Nvidia Corp
 NVDA 99,096 $49,074,367 3.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)