Meridian Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lexington, KY
CIK
0001697300
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 592 1,566,218 AAPL, QQQ, MSFT, XOM 13F-HR 2/8/2024 000169730024000002
Q3 2023 540 1,632,108 AAPL, MSFT, XOM, AMZN 13F-HR 10/17/2023 000169730023000003
Q2 2023 545 1,186,180 XOM, AAPL, MSFT, QQQ 13F-HR 8/2/2023 000169730023000002
Q1 2023 545 1,146,541 XOM, AAPL, QQQ, MSFT 13F-HR 5/15/2023 000169730023000001
Q4 2022 526 1,021,363 XOM, AAPL, QQQ, MSFT 13F-HR 2/13/2023 000154261123000002
Q3 2022 491 929,471 XOM, AAPL, QQQ, MSFT 13F-HR 11/14/2022 000169730022000001
Q2 2022 556 1,222,539 XOM, AAPL, MSFT, QQQ 13F-HR 8/5/2022 000106299322017402
Q1 2022 397 914,989 XOM, AAPL, QQQ, AMZN 13F-HR 5/12/2022 000106299322012271
Q4 2021 401 936,488 XOM, QQQ, AAPL, MSFT 13F-HR 1/27/2022 000106299322001653
Q3 2021 389 810,708 XOM, QQQ, AAPL, AMZN 13F-HR 10/15/2021 000106299321009576
Q2 2021 378 784,636 XOM, QQQ, AAPL, AMZN 13F-HR 7/22/2021 000106299321006652
Q1 2021 362 687,008 XOM, QQQ, AAPL, AMZN 13F-HR 5/7/2021 000106299321004239
Q4 2020 336 630,157 QQQ, XOM, AAPL, AMZN 13F-HR 1/19/2021 000106299321000425
Q3 2020 254 407,887 QQQ, AMZN, AAPL, MSFT 13F-HR 10/9/2020 000106299320004858
Q2 2020 223 298,776 AMZN, QQQ, MSFT, AAPL 13F-HR 7/15/2020 000106299320003318
Q1 2020 201 225,731 AMZN, SPY, QQQ, MSFT 13F-HR 4/16/2020 000106299320001826
Q4 2019 196 207,947 AMZN, SPY, JPM, DIS 13F-HR 1/9/2020 000106299320000083
Q3 2019 200 212,421 QQQ, AMZN, SPY, AAPL 13F-HR 11/8/2019 000106299319004242
Q2 2019 537 2,470,835 AMZN, NFLX, QQQ, SPY 13F-HR 7/19/2019 000106299319002961
Q1 2019 193 219,762 AMZN, NFLX, QQQ, SPY RESTATEMENT 6/3/2019 000106299319002499
Q4 2018 157 169,794 AMZN, QQQ, SPY, NFLX 13F-HR 2/5/2019 000106299319000505
Q3 2018 169 232,614 BA, QQQ, AMZN, NFLX 13F-HR 10/19/2018 000106299318004155
Q2 2018 183 212,505 QQQ, NFLX, BA, SPY 13F-HR 8/6/2018 000106299318003137
Q1 2018 176 200,494 QQQ, BA, SPY, MPC 13F-HR 5/8/2018 000106299318001979
Q4 2017 167 162,290 QQQ, SPY, BA, META 13F-HR 1/30/2018 000106299318000364
Q3 2017 163 157,738 QQQ, SPY, BA, SCHB 13F-HR 10/31/2017 000106299317004602
Q2 2017 163 157,838 QQQ, MO, SPY, SCHB 13F-HR 7/25/2017 000106299317003382
Q1 2017 161 166,835 MO, QQQ, SPY, SCHB RESTATEMENT 5/17/2017 000106299317002606
Q4 2016 127 126,143 MO, SCHB, SPY, SCHA 13F-HR 2/13/2017 000106299317000751
Additional filings from Meridian Wealth Management, LLC that have since been restated