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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 $2,113,862,706
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 807,631 $108,456,709 5.13%
2.
Apple Inc.
 AAPL 358,302 $89,725,971 4.24%
3.
Invesco Qqq Tr
 158,743 $81,154,232 3.83%
4.
Exxon Mobil Corp
 XOM 719,186 $77,362,868 3.65%
5.
Microsoft Corp
 MSFT 173,763 $73,241,313 3.46%
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)