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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Meridian Wealth Management, LLC INSTITUTION : Meridian Wealth Management, LLC
Meridian Wealth Management, LLC Portfolio (reported on 2020-04-16)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 17,849,000 9,155 7.90%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 13,310,000 51,641 5.89%
INVESCO QQQ TR    (UNIT SER 1) 12,862,000 67,557 5.69%
MICROSOFT CORP    (COM) MSFT 11,395,000 72,258 5.04%
APPLE INC    (COM) AAPL 8,729,000 34,332 3.86%
JPMORGAN CHASE & CO    (COM) JPM 7,434,000 82,577 3.29%
ADVANCED MICRO DEVICES INC    (COM) AMD 4,874,000 107,188 2.15%
UNITEDHEALTH GROUP INC    (COM) UNH 4,856,000 19,474 2.15%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 4,567,000 75,577 2.02%
LUCKIN COFFEE INC    (SPONSORED ADS) 3,534,000 130,000 1.56%
NVIDIA CORP    (COM) NVDA 3,416,000 12,960 1.51%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 3,344,000 15,257 1.48%
LOCKHEED MARTIN CORP    (COM) LMT 3,155,000 9,308 1.39%
DISNEY WALT CO    (COM DISNEY) DIS 2,815,000 29,149 1.24%
NETFLIX INC    (COM) NFLX 2,700,000 7,191 1.19%
BK OF AMERICA CORP    (COM) BAC 2,592,000 122,133 1.14%
JOHNSON & JOHNSON    (COM) JNJ 2,543,000 19,398 1.12%
WASTE MGMT INC DEL    (COM) WMI 2,520,000 27,232 1.11%
COMMUNITY TR BANCORP INC    (COM) CTBI 2,472,000 77,785 1.09%
NEXTERA ENERGY INC    (COM) NEE 2,399,000 9,974 1.06%
VISA INC    (COM CL A) V 2,281,000 14,158 1.01%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 2,138,000 14,633 0.94%
THE TRADE DESK INC    (COM CL A) 2,046,000 10,604 0.90%
ABBVIE INC    (COM) ABBV 1,935,000 25,409 0.85%
PROCTER & GAMBLE CO    (COM) PG 1,873,000 17,025 0.82%
AT&T INC    (COM) T 1,703,000 58,431 0.75%
ACTIVISION BLIZZARD INC    (COM) ATVI 1,612,000 27,102 0.71%
COSTCO WHSL CORP NEW    (COM) COST 1,553,000 5,447 0.68%
SALESFORCE COM INC    (COM) CRM 1,553,000 10,790 0.68%
TELADOC HEALTH INC    (COM) 1,492,000 9,627 0.66%
FACEBOOK INC    (CL A) FB 1,492,000 8,949 0.66%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,474,000 13,288 0.65%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 1,453,000 28,217 0.64%
ALPHABET INC    (CAP STK CL A) GOOGL 1,430,000 1,231 0.63%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,385,000 8,841 0.61%
CATERPILLAR INC DEL    (COM) CAT 1,367,000 11,789 0.60%
DELTA AIR LINES INC DEL    (COM NEW) DAL 1,361,000 47,725 0.60%
AMERICAN TOWER CORP NEW    (COM) AMT 1,355,000 6,223 0.60%
ISHARES TR    (MSCI EAFE ETF) EFA 1,334,000 24,954 0.59%
SPDR SER TR    (AEROSPACE DEF) XAR 1,329,000 17,475 0.58%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,274,000 8,611 0.56%
ISHARES TR    (CORE S&P MCP ETF) IJH 1,238,000 8,608 0.54%
HOME DEPOT INC    (COM) HD 1,128,000 6,046 0.49%
CHEVRON CORP NEW    (COM) CVX 1,067,000 14,726 0.47%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,064,000 19,094 0.47%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,051,000 13,200 0.46%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 1,035,000 2,091 0.45%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,032,000 5,646 0.45%
ADOBE INC    (COM) ADBE 1,027,000 3,229 0.45%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 1,011,000 19,373 0.44%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 949,000 22,532 0.42%
ABBOTT LABS    (COM) ABT 907,000 11,503 0.40%
CVS HEALTH CORP    (COM) CVS 894,000 15,075 0.39%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 858,000 14,022 0.38%
CME GROUP INC    (COM) CME 854,000 4,942 0.37%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 835,000 9,947 0.36%
VERIZON COMMUNICATIONS INC    (COM) VZ 819,000 15,246 0.36%
ROKU INC    (COM CL A) 809,000 9,255 0.35%
GILEAD SCIENCES INC    (COM) GILD 805,000 10,781 0.35%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 804,000 3,381 0.35%
ROYAL CARIBBEAN CRUISES LTD    (COM) RCL 797,000 24,795 0.35%
PAYPAL HLDGS INC    (COM) PYPL 791,000 8,264 0.35%
ISHARES TR    (RUSSELL 2000 ETF) IWM 759,000 6,672 0.33%
DOMINION ENERGY INC    (COM) D 758,000 10,511 0.33%
INTEL CORP    (COM) INTC 756,000 13,981 0.33%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 754,000 34,074 0.33%
EATON VANCE TX MNG BY WRT OP    (COM) ETV 750,000 62,254 0.33%
KINDER MORGAN INC DEL    (COM) KMI 747,000 53,704 0.33%
WALMART INC    (COM) WMT 723,000 6,370 0.32%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 697,000 15,238 0.30%
STARWOOD PPTY TR INC    (COM) STWD 688,000 67,125 0.30%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 677,000 5,867 0.29%
ALPHABET INC    (CAP STK CL C) GOOG 677,000 583 0.29%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 671,000 7,579 0.29%
VANGUARD INDEX FDS    (VALUE ETF) VTV 647,000 7,275 0.28%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 639,000 14,219 0.28%
BEYOND MEAT INC    (COM) 636,000 9,550 0.28%
BOEING CO    (COM) BA 605,000 4,058 0.26%
PEPSICO INC    (COM) PEP 599,000 4,989 0.26%
SERVICENOW INC    (COM) NOW 598,000 2,088 0.26%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 593,000 16,611 0.26%
ISHARES TR    (SELECT DIVID ETF) DVY 592,000 8,050 0.26%
EXPONENT INC    (COM) EXPO 589,000 8,192 0.26%
TESLA INC    (COM) TSLA 554,000 1,059 0.24%
CACI INTL INC    (CL A) CAI 553,000 2,621 0.24%
LILLY ELI & CO    (COM) LLY 549,000 3,958 0.24%
BP PLC    (SPONSORED ADR) BP 546,000 22,387 0.24%
CIENA CORP    (COM NEW) CIEN 537,000 13,511 0.23%
MERCK & CO. INC    (COM) MRK 530,000 6,897 0.23%
BANCO SANTANDER SA    (ADR) STD 530,000 225,789 0.23%
CANADIAN NATL RY CO    (COM) CNI 529,000 6,826 0.23%
SPDR SER TR    (PORTFOLIO SH TSR) SST 529,000 17,226 0.23%
ISHARES TR    (U.S. REAL ES ETF) IYR 525,000 7,550 0.23%
UNITED TECHNOLOGIES CORP    (COM) UTX 523,000 5,550 0.23%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 521,000 5,046 0.23%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 HY) 519,000 23,969 0.22%
WEST PHARMACEUTICAL SVSC INC    (COM) WST 517,000 3,396 0.22%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 510,000 11,578 0.22%
MASTEC INC    (COM) MTZ 504,000 15,426 0.22%
AVISTA CORP    (COM) AVA 502,000 11,832 0.22%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 502,000 3,967 0.22%
DOLLAR GEN CORP NEW    (COM) DG 501,000 3,323 0.22%
FLAHERTY & CRUMRINE DYN PFD    (SHS) DFP 500,000 24,741 0.22%
TORO CO    (COM) TTC 495,000 7,610 0.21%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 491,000 15,246 0.21%
GRACO INC    (COM) GGG 489,000 10,038 0.21%
QUALCOMM INC    (COM) QCOM 489,000 7,240 0.21%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 487,000 18,848 0.21%
ISHARES TR    (DOW JONES US ETF) IYY 484,000 3,840 0.21%
PFIZER INC    (COM) PFE 483,000 14,804 0.21%
RENAISSANCERE HOLDINGS LTD    (COM) RNR 480,000 3,220 0.21%
ISHARES TR    (GLOBAL TECH ETF) IXN 479,000 2,631 0.21%
EHEALTH INC    (COM) EHTH 478,000 3,400 0.21%
QUALYS INC    (COM) QLYS 475,000 5,470 0.21%
COCA COLA CO    (COM) KO 470,000 10,641 0.20%
ISHARES TR    (RUS 1000 GRW ETF) IWF 455,000 3,022 0.20%
CISCO SYS INC    (COM) CSCO 452,000 11,495 0.20%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 448,000 3,751 0.19%
PROGRESSIVE CORP OHIO    (COM) PGR 447,000 6,066 0.19%
ISHARES TR    (NATIONAL MUN ETF) MUB 439,000 3,890 0.19%
DOW INC    (COM) 437,000 14,952 0.19%
SHOPIFY INC    (CL A) 432,000 1,038 0.19%
GLOBAL PMTS INC    (COM) GPN 419,000 2,910 0.18%
MORGAN STANLEY    (COM NEW) MS 416,000 12,250 0.18%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 410,000 2,113 0.18%
ISHARES TR    (CORE S&P500 ETF) IVV 408,000 1,581 0.18%
DIREXION SHS ETF TR    (DLY SCOND 3XBU) SOXL 401,000 4,240 0.17%
DEERE & CO    (COM) DE 395,000 2,863 0.17%
WD-40 CO    (COM) WDFC 393,000 1,960 0.17%
SOUTHERN CO    (COM) SO 393,000 7,267 0.17%
TRUIST FINL CORP    (COM) 386,000 12,539 0.17%
KAYNE ANDERSN MLP MIDS INVT    (COM) KYN 381,000 105,031 0.16%
PROSHARES TR    (PSHS ULT S&P 500) SSO 381,000 4,291 0.16%
COMCAST CORP NEW    (CL A) CMCSA 375,000 10,917 0.16%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 370,000 8,285 0.16%
RAYTHEON CO    (COM NEW) RTN 368,000 2,811 0.16%
KIMBERLY CLARK CORP    (COM) KMB 355,000 2,778 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 353,000 4,369 0.15%
EQUINIX INC    (COM) EQIX 347,000 556 0.15%
SELECT SECTOR SPDR TR    (ENERGY) XLE 347,000 11,973 0.15%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 342,000 4,170 0.15%
NEOGEN CORP    (COM) NEOG 341,000 5,096 0.15%
COPART INC    (COM) CPRT 338,000 4,945 0.14%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 336,000 16,269 0.14%
ISHARES TR    (PFD AND INCM SEC) PFF 335,000 10,548 0.14%
FEDERAL SIGNAL CORP    (COM) FSS 331,000 12,155 0.14%
BANK NEW YORK MELLON CORP    (COM) BK 326,000 9,697 0.14%
MCDONALDS CORP    (COM) MCD 326,000 1,979 0.14%
DOMINOS PIZZA INC    (COM) DPZ 315,000 975 0.13%
ISHARES TR    (CORE US AGGBD ET) AGG 306,000 2,657 0.13%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 305,000 4,324 0.13%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 299,000 2,321 0.13%
STAMPS COM INC    (COM NEW) STMP 292,000 2,250 0.12%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 291,000 1,230 0.12%
CANOPY GROWTH CORP    (COM) 287,000 19,999 0.12%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 286,000 14,010 0.12%
ISHARES TR    (RUS MID CAP ETF) IWR 283,000 6,566 0.12%
SONOCO PRODS CO    (COM) SON 282,000 6,100 0.12%
REGENERON PHARMACEUTICALS    (COM) REGN 278,000 570 0.12%
TYSON FOODS INC    (CL A) TSN 277,000 4,792 0.12%
ISHARES GOLD TRUST    (ISHARES) IAU 277,000 18,399 0.12%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 275,000 3,393 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 275,000 8,257 0.12%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 274,000 6,698 0.12%
ISHARES TR    (MSCI CHINA A) 272,000 10,000 0.12%
ALPS ETF TR    (ALERIAN MLP) AMLP 270,000 78,680 0.11%
WEC ENERGY GROUP INC    (COM) 269,000 3,061 0.11%
BALL CORP    (COM) BLL 265,000 4,100 0.11%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 260,000 7,751 0.11%
GOLDMAN SACHS GROUP INC    (COM) GS 256,000 1,657 0.11%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 255,000 5,972 0.11%
VANECK VECTORS ETF TR    (AMT FREE LONG MU) 237,000 11,648 0.10%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 230,000 4,247 0.10%
S&P GLOBAL INC    (COM) SPGI 229,000 937 0.10%
CITRIX SYS INC    (COM) CTXS 224,000 1,584 0.09%
AIR PRODS & CHEMS INC    (COM) APD 223,000 1,122 0.09%
ISHARES TR    (RUS 1000 VAL ETF) IWD 222,000 2,242 0.09%
ISHARES TR    (MSCI MIN VOL ETF) USMV 219,000 4,065 0.09%
ISHARES TR    (TIPS BD ETF) TIP 219,000 1,859 0.09%
PROSHARES TR    (PSHS ULTRA QQQ) QLD 217,000 2,423 0.09%
GENERAL ELECTRIC CO    (COM) GE 215,000 27,147 0.09%
SPDR SER TR    (S&P 600 SMCP GRW) DSG 213,000 4,627 0.09%
WISDOMTREE TR    (YIELD ENHANCD US) 210,000 4,071 0.09%
USD PARTNERS LP    (COM UT REP LTD) USDP 210,000 73,200 0.09%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 209,000 2,356 0.09%
TJX COS INC NEW    (COM) TJX 208,000 4,352 0.09%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 204,000 1,358 0.09%
AMGEN INC    (COM) AMGN 202,000 1,000 0.08%
ALTRIA GROUP INC    (COM) MO 202,000 5,239 0.08%
HUMANA INC    (COM) HUM 201,000 642 0.08%
NORFOLK SOUTHERN CORP    (COM) NSC 200,000 1,370 0.08%
PINTEREST INC    (CL A) 195,000 12,651 0.08%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 192,000 14,655 0.08%
BLACKROCK MUNIYIELD QLTY FD    (COM) MYI 145,000 11,376 0.06%
NUVEEN QUALITY MUNCP INCOME    (COM) NAD 143,000 10,434 0.06%
INVESCO TR INVT GRADE MUNS    (COM) VGM 132,000 11,000 0.05%
NUVEEN ARIZONA QLTY MUN INC    (COM) NAZ 130,000 10,500 0.05%
BP PRUDHOE BAY RTY TR    (UNIT BEN INT) BPT 116,000 22,000 0.05%
FORD MTR CO DEL    (COM) F 90,000 18,765 0.03%
NUVEEN FLTNG RTE INCM OPP FD    (COM SHS) JRO 81,000 11,000 0.03%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 225,731,000 SEC FILING
* Portfolios do not reflect changes after reporting
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