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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
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 990,960 $49,074,367 3.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)