13F History

Meridian Wealth Management, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $2.11B
Signature - Title: Haley Sanchez - Technology Associate
Location: Lexington, KY
Summary: This page shows a list of all the recent 13F filings made by Meridian Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meridian Wealth Management, LLC reported 625 stock holdings with total value $2.11B as of Q4 2024. Top holdings included NVDA, AAPL, QQQ, XOM, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	625	$2.11B	+$183M	-$70.5M	+$112M	NVDA, AAPL, QQQ, XOM, MSFT	13F-HR	2/6/2025, 09:52 AM
Q3 2024	627	$2.03B	+$1.19B	-$16.3M	+$1.17B	NVDA, AAPL, XOM, QQQ, MSFT	13F-HR	11/12/2024, 11:49 AM
Q2 2024	290	$837M	+$837M	-$601M	+$236M	NVDA, XOM, SPY, JPM, GOOGL	13F-HR	8/8/2024, 12:55 PM
Q1 2024	199	$601M	+$51.9M	-$1.04B	-$986M	MSFT, AAPL, AMZN, BRKB, IVV	13F-HR	4/25/2024, 12:40 PM
Q4 2023	592	$1.57B	+$272M	-$497M	-$225M	AAPL, QQQ, MSFT, XOM, NVDA	13F-HR	2/8/2024, 12:27 PM
Q3 2023	540	$1.63B	+$536M	-$62.5M	+$473M	AAPL, MSFT, XOM, AMZN, QQQ	13F-HR	10/17/2023, 03:59 PM
Q2 2023	545	$1.19B	+$49.4M	-$93.9M	-$44.5M	XOM, AAPL, MSFT, QQQ, NVDA	13F-HR	8/2/2023, 11:36 AM
Q1 2023	545	$1.15B	+$80M	-$34.1M	+$45.9M	XOM, AAPL, QQQ, MSFT, NVDA	13F-HR	5/12/2023, 06:29 PM
Q4 2022	526	$1.02B	+$61.3M	-$38.1M	+$23.2M	XOM, AAPL, QQQ, MSFT, SPY	13F-HR	2/13/2023, 05:42 PM
Q3 2022	491	$929M	+$65.8M	-$292M	-$226M	XOM, AAPL, QQQ, MSFT, AMZN	13F-HR	11/14/2022, 12:11 PM
Q2 2022	556	$1.22B	+$519M	-$28.3M	+$491M	XOM, AAPL, MSFT, QQQ, AMZN	13F-HR	8/5/2022, 04:41 PM
Q1 2022	397	$915M	+$62.8M	-$55.2M	+$7.53M	XOM, AAPL, QQQ, AMZN, MSFT	13F-HR	5/12/2022, 04:44 PM
Q4 2021	401	$936M	+$88.8M	-$36.6M	+$52.3M	XOM, QQQ, AAPL, MSFT, AMZN	13F-HR	1/27/2022, 10:22 AM
Q3 2021	389	$811M	+$80.9M	-$28M	+$52.9M	XOM, QQQ, AAPL, AMZN, MSFT	13F-HR	10/15/2021, 12:36 PM
Q2 2021	378	$785M	+$69.2M	-$27.2M	+$42M	XOM, QQQ, AAPL, AMZN, MSFT	13F-HR	7/22/2021, 12:52 PM
Q1 2021	362	$687M	+$54.6M	-$32.7M	+$21.8M	XOM, QQQ, AAPL, AMZN, MSFT	13F-HR	5/7/2021, 11:52 AM
Q4 2020	336	$630M	+$200M	-$22.8M	+$177M	QQQ, XOM, AAPL, AMZN, MSFT	13F-HR	1/19/2021, 03:48 PM
Q3 2020	254	$408M	+$120M	-$29.8M	+$90.4M	QQQ, AMZN, AAPL, MSFT, SPY	13F-HR	10/9/2020, 11:50 AM
Q2 2020	223	$299M	+$58.5M	-$36.2M	+$22.2M	AMZN, QQQ, MSFT, AAPL, SPY	13F-HR	7/15/2020, 03:05 PM
Q1 2020	201	$226M	+$89M	-$38.1M	+$51M	AMZN, SPY, QQQ, MSFT, AAPL	13F-HR	4/16/2020, 03:05 PM
Q4 2019	196	$208M	+$26.2M	-$48.7M	-$22.4M	AMZN, SPY, JPM, DIS, AAPL	13F-HR	1/9/2020, 02:55 PM
Q3 2019	200	$212M	+$7.21M	-$8.12K	+$7.2M	QQQ, AMZN, SPY, AAPL, JPM	13F-HR	11/8/2019, 10:10 AM
Q2 2019	537	$19.2K	$0	$0		USDP, DFP, MLN, BSJN, FBGX	13F-HR	7/19/2019, 12:35 PM
Q1 2019	194	$219M	+$43.8M	-$16.9M	+$26.9M	AMZN, NFLX, QQQ, SPY, BA	Restatement	6/3/2019, 02:22 PM
Q4 2018	157	$170M	+$32.4M	-$59.2M	-$26.9M	AMZN, QQQ, SPY, NFLX, BA	13F-HR	2/5/2019, 01:53 PM
Q3 2018	169	$233M	+$34.4M	-$28.3M	+$6.11M	BA, QQQ, AMZN, NFLX, SPY	13F-HR	10/19/2018, 11:49 AM
Q2 2018	183	$213M	+$43.3M	-$38.4M	+$4.98M	QQQ, NFLX, BA, SPY, AMZN	13F-HR	8/6/2018, 03:26 PM
Q1 2018	176	$200M	+$47.9M	-$22.7M	+$25.2M	QQQ, BA, SPY, MPC, JPM	13F-HR	5/8/2018, 02:57 PM
Q4 2017	167	$156M	+$3.94M	-$1.31M	+$2.62M	QQQ, SPY, BA, META, SCHB	13F-HR	1/30/2018, 03:44 PM
Q3 2017	163	$158M	+$17.3M	-$24.6M	-$7.31M	QQQ, SPY, BA, SCHB, META	13F-HR	10/31/2017, 03:23 PM
Q2 2017	163	$158M	+$13.2M	-$26.4M	-$13.1M	QQQ, MO, SPY, SCHB, META	13F-HR	7/25/2017, 03:30 PM
Q1 2017	162	$167M	+$51M	-$16.2M	+$34.7M	MO, QQQ, SCHB, SPY, META	Restatement	5/17/2017, 01:36 PM
Q4 2016	127	$126M	$0	$0		MO, SCHB, SPY, SCHA, MPC	13F-HR	2/13/2017, 12:30 PM

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