Meridian Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.03B
Signature - Title
Mallory Z. D. Pagano - General Counsel, CCO
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 627 stock holdings with total value $2.03B as of Q3 2024. Top holdings included NVDA, AAPL, XOM, QQQ, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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