Meridian Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Meridian Wealth Management, LLC reported 624 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.3%) and Invesco QQQ Trust Series 1 (QQQ, 3.8%). Compared with Q3 2024, it opened 47 new positions, sold out of 49, added to 296 and reduced 238. The biggest buy was Amazon.com (AMZN, shares +2%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, KY
- CIK
- 0001697300
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0001697300-25-000002 ↗ filed Feb 6, 2025
Holdings Value
Holdings 624 stocks · $2.1B
| NVDA Nvidia Corp. | 5.14% | 807,631 | $108.5M | Add +1.5% |
| AAPL Apple Inc. | 4.25% | 358,302 | $89.7M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.85% | 158,743 | $81.2M | Add +0.5% |
| XOM Exxon Mobil Corp. | 3.67% | 719,186 | $77.4M | Add +1.5% |
| MSFT Microsoft Corp. | 3.47% | 173,763 | $73.2M | Add +1.6% |
| AMZN Amazon.com Inc. | 3.34% | 320,866 | $70.4M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.60% | 93,478 | $54.8M | Add +12.6% |
| JPM JPMorgan Chase & Co. | 2.20% | 193,906 | $46.5M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.56% | 72,521 | $32.9M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 1.44% | 51,612 | $30.4M | Add +9.3% |
| GOOGL Alphabet Inc. Class A | 1.31% | 145,591 | $27.6M | Add +1.6% |
| SCHG Schwab US Large-Cap Growth | 1.28% | 967,141 | $27.0M | Add +2.3% |
| BND Vanguard Total Bond Market | 1.22% | 358,846 | $25.8M | Add +14.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.09% | 56,043 | $23.0M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.90% | 112,571 | $19.1M | Add +4.0% |
| META Meta Platforms Inc. Class A | 0.86% | 30,966 | $18.1M | Add +15.1% |
| GOOG Alphabet Inc. Class C | 0.84% | 93,466 | $17.8M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.81% | 18,767 | $17.2M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.80% | 72,613 | $16.8M | Add +11.1% |
| SMH Vaneck Semiconductor ETF | 0.79% | 68,986 | $16.7M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.75% | 29,212 | $15.7M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.71% | 29,810 | $15.1M | Reduce -4.3% |
| ISRG Intuitive Surgical Inc. | 0.68% | 27,428 | $14.3M | Reduce -0.2% |
| WMT Walmart Inc. | 0.65% | 151,229 | $13.7M | Add +4.7% |
| TSLA Tesla Inc. | 0.65% | 33,765 | $13.6M | Add +14.1% |
| CAT Caterpillar Inc. | 0.64% | 37,398 | $13.6M | Reduce -0.8% |
| SHOP Shopify Inc. Class A | 0.64% | 126,351 | $13.4M | Add +9.1% |
| IWM iShares Russell 2000 ETF | 0.64% | 60,751 | $13.4M | Reduce -5.0% |
| HD Home Depot Inc. | 0.63% | 34,010 | $13.2M | Reduce -2.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.61% | 252,256 | $12.9M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.61% | 72,289 | $12.8M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 203,885 | $12.7M | Add +1.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.57% | 214,063 | $12.1M | Reduce -6.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.57% | 54,937 | $12.1M | Reduce -5.2% |
| SCHB Schwab US Broad Market ETF | 0.56% | 516,820 | $11.7M | Add +4.4% |
| DGRO iShares Core Dividend Growth | 0.54% | 185,834 | $11.4M | Add +1.4% |
| AMD Advanced Micro Devices | 0.54% | 93,684 | $11.3M | Reduce -6.5% |
| GLD SPDR Gold Shares | 0.53% | 46,584 | $11.3M | Add +2.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.52% | 317,564 | $11.0M | Add +15.7% |
| RDDT Reddit Inc. Class A | 0.52% | 67,137 | $11.0M | Add +47.1% |
| SCHF Schwab Intl Equity ETF | 0.52% | 589,383 | $10.9M | Reduce -4.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.51% | 354,095 | $10.8M | Add +9.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 54,330 | $10.8M | Add +4.0% |
| CVX Chevron Corp. | 0.50% | 72,545 | $10.5M | Reduce -3.3% |
| SYBT Stock Yards Bancorp Inc. | 0.49% | 143,210 | $10.3M | Reduce -2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 34,478 | $10.0M | Add +11.6% |
| SCHA Schwab US Small-Cap ETF | 0.47% | 383,958 | $9.9M | Reduce -11.8% |
| PG The Procter & Gamble Co. | 0.47% | 58,796 | $9.9M | Add +1.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.44% | 21,924 | $9.3M | Add +2.2% |
| AER Aercap Holdings NV | 0.44% | 96,204 | $9.2M | Reduce -4.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.43% | 83,130 | $9.2M | Add +105.7% |
| GOVT iShares US Treasury Bond ETF | 0.42% | 381,335 | $8.8M | Add +3.3% |
| CRM Salesforce Inc. | 0.40% | 25,134 | $8.4M | Add +5.9% |
| PEP Pepsico Inc. | 0.39% | 54,017 | $8.2M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.37% | 78,350 | $7.8M | Reduce -10.6% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.37% | 316,135 | $7.7M | Add +8.1% |
| TFLO iShares Treasury Floating Ra | 0.36% | 149,001 | $7.5M | Add +45.0% |
| LLY Eli Lilly & Co. | 0.35% | 9,457 | $7.3M | Add +4.6% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 62,957 | $7.3M | Add +2.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.34% | 139,388 | $7.2M | Reduce -4.6% |
| SOXX iShares Semiconductor ETF | 0.34% | 33,383 | $7.2M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 259,558 | $7.1M | Add +2.0% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 254,010 | $7.0M | Add +4.4% |
| XSMO Invesco S&P Smallcap Momentu | 0.33% | 106,237 | $7.0M | Reduce -3.0% |
| ORCL Oracle Corp. | 0.33% | 41,478 | $6.9M | Add +14.3% |
| V Visa Inc. Class A | 0.33% | 21,863 | $6.9M | Add +5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 34,865 | $6.8M | Reduce -0.1% |
| RTX RTX Corp. | 0.32% | 58,722 | $6.8M | Reduce -8.3% |
| MA Mastercard Inc. Class A | 0.31% | 12,436 | $6.5M | Add +6.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.31% | 71,580 | $6.5M | Add +5.5% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 81,402 | $6.5M | Add +3.7% |
| IGM iShares Expanded Tech Sector | 0.30% | 62,938 | $6.4M | Reduce -0.8% |
| MAIN Main Street Capital Corp. | 0.30% | 109,285 | $6.4M | Add +0.5% |
| DE Deere & Co. | 0.29% | 14,594 | $6.2M | Reduce -3.6% |
| JNJ Johnson & Johnson | 0.29% | 42,741 | $6.2M | Add +0.4% |
| HOOD Robinhood Markets Inc. Class A | 0.29% | 165,530 | $6.2M | New |
| ARES Ares Management Corp. Class A | 0.29% | 34,602 | $6.1M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.29% | 6,831 | $6.1M | Add +4.8% |
| KLAC KLA Corp. | 0.28% | 9,214 | $5.8M | Add +0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 65,127 | $5.7M | Reduce -8.6% |
| GDX Vaneck Gold Miners ETF | 0.27% | 168,523 | $5.7M | Add +7.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 21,938 | $5.6M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.26% | 30,552 | $5.6M | Reduce -1.7% |
| VRP Invesco Variable Rate Prefer | 0.26% | 228,498 | $5.5M | Add +7.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 70,776 | $5.5M | Add +0.3% |
| KMI Kinder Morgan Inc. | 0.26% | 201,355 | $5.5M | Reduce -10.3% |
| IOO iShares Global 100 ETF | 0.25% | 52,648 | $5.3M | Add +28.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.25% | 53,678 | $5.3M | Reduce -1.7% |
| PWB Invesco Large Cap Growth ETF | 0.25% | 51,502 | $5.2M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 74,254 | $5.1M | Add +6.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 25,857 | $5.1M | Reduce -3.6% |
| SLV iShares Silver Trust | 0.24% | 191,273 | $5.0M | Add +7.7% |
| IQLT iShares MSCI International Q | 0.24% | 134,258 | $5.0M | Reduce -0.5% |
| DKNG Draftkings Inc. Class A | 0.23% | 130,437 | $4.9M | Add +1674.2% |
| KYN Kayne Anderson Energy Infra | 0.23% | 381,188 | $4.8M | Reduce -5.9% |
| ACN Accenture PLC Class A | 0.23% | 13,668 | $4.8M | Add +2.0% |
| NOW ServiceNow Inc. | 0.22% | 4,392 | $4.7M | Add +39.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 18,980 | $4.6M | Add +8.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 13,263 | $4.5M | Reduce -4.9% |
| DHI D.R. Horton Inc. | 0.21% | 31,716 | $4.4M | Add +1.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 78,695 | $3.2M | Reduce -5.3% |
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q3 2024 → Q4 2024
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -81.6% | 0.10% | −0.65 |
| AMD Advanced Micro Devices | Reduce -6.5% | 0.54% | −0.27 |
| DOW Dow Inc. | Reduce -84.3% | 0.03% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -4.3% | 0.71% | −0.18 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -10.6% | 0.37% | −0.12 |
| ABBV Abbvie Inc. | Reduce -3.5% | 0.61% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -4.4% | 0.52% | −0.11 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.10 |
| PEY Invesco High Yield Equity Di | Reduce -35.8% | 0.12% | −0.08 |
| CAT Caterpillar Inc. | Reduce -0.8% | 0.64% | −0.08 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.39% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -11.8% | 0.47% | −0.08 |
| XSVM Invesco S&P Smallcap Value W | Sold out | 0.00% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.0% | 0.57% | −0.08 |
| HD Home Depot Inc. | Reduce -2.8% | 0.63% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.3% | 0.61% | −0.07 |
| RTX RTX Corp. | Reduce -8.3% | 0.32% | −0.06 |
| AMGN Amgen Inc. | Reduce -2.0% | 0.19% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -5.0% | 0.64% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -5.2% | 0.57% | −0.06 |
| DFAC Dimensional US Core Equity 2 | Reduce -19.9% | 0.19% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -21.5% | 0.12% | −0.05 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -9.9% | 0.11% | −0.05 |
| CVX Chevron Corp. | Reduce -3.3% | 0.50% | −0.05 |
| FE Firstenergy Corp. | Reduce -8.7% | 0.17% | −0.05 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -0.0% | 0.79% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -1.0% | 0.34% | −0.04 |
| IQLT iShares MSCI International Q | Reduce -0.5% | 0.24% | −0.04 |
| ERX Direxion Daily Enrgy BL2X-Ui | Sold out | 0.00% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.6% | 0.34% | −0.04 |
| AER Aercap Holdings NV | Reduce -4.9% | 0.44% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -19.2% | 0.09% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -17.9% | 0.11% | −0.03 |
| ITB iShares U.S. Home Constructi | Reduce -11.2% | 0.07% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -0.3% | 0.17% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -6.7% | 0.13% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -47.3% | 0.03% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -36.7% | 0.03% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.12% | −0.03 |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | Sold out | 0.00% | −0.03 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.1% | 0.18% | −0.03 |
| CB Chubb Ltd. | Reduce -30.4% | 0.05% | −0.03 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -1.7% | 0.25% | −0.03 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -24.1% | 0.06% | −0.03 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -3.0% | 0.33% | −0.02 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +2.0% | 3.34% | +0.45 |
| NVDA Nvidia Corp. | Add +1.5% | 5.14% | +0.38 |
| RDDT Reddit Inc. Class A | Add +47.1% | 0.52% | +0.37 |
| HOOD Robinhood Markets Inc. Class A | New | 0.29% | +0.29 |
| TSLA Tesla Inc. | Add +14.1% | 0.65% | +0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.6% | 2.60% | +0.25 |
| AVGO Broadcom Inc. | Add +11.1% | 0.80% | +0.24 |
| DKNG Draftkings Inc. Class A | Add +1674.2% | 0.23% | +0.22 |
| SHV iShares 0-1 Year Treasury Bo | Add +105.7% | 0.43% | +0.21 |
| SHOP Shopify Inc. Class A | Add +9.1% | 0.64% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 1.31% | +0.14 |
| EDV Vanguard Extended Dur Treas | New | 0.12% | +0.12 |
| VRT Vertiv Holdings Co. Class A | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +15.1% | 0.86% | +0.10 |
| TFLO iShares Treasury Floating Ra | Add +45.0% | 0.36% | +0.10 |
| XMMO Invesco S&P Midcap Momentum | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 1.44% | +0.10 |
| NOW ServiceNow Inc. | Add +39.4% | 0.22% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.84% | +0.08 |
| UWM Proshares Ultra RUSSELL2000 | New | 0.08% | +0.08 |
| IYW iShares Ustechnology ETF | Add +64.7% | 0.20% | +0.08 |
| CRM Salesforce Inc. | Add +5.9% | 0.40% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +77.4% | 0.16% | +0.07 |
| WMT Walmart Inc. | Add +4.7% | 0.65% | +0.07 |
| SCHG Schwab US Large-Cap Growth | Add +2.3% | 1.28% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +68.4% | 0.17% | +0.06 |
| NFLX Netflix Inc. | Add +4.8% | 0.29% | +0.06 |
| AIRR First Trust Rba American Ind | New | 0.06% | +0.06 |
| BND Vanguard Total Bond Market | Add +14.2% | 1.22% | +0.06 |
| IOO iShares Global 100 ETF | Add +28.2% | 0.25% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 3.85% | +0.05 |
| SDVY First Trust Smid Cap Rising | Add +77.7% | 0.12% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Add +59.7% | 0.18% | +0.05 |
| V Visa Inc. Class A | Add +5.7% | 0.33% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +77.9% | 0.12% | +0.05 |
| SCMB Schwab Municipal Bond ETF | Add +246.7% | 0.07% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +15.7% | 0.52% | +0.04 |
| AI C3.AI Inc. Class A | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.6% | 0.47% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 1.09% | +0.04 |
| IJT iShares S&P Small-Cap 600 GR | Add +295.3% | 0.05% | +0.04 |
| MS Morgan Stanley | Add +35.1% | 0.11% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +20.9% | 0.19% | +0.04 |
| CGW Invesco S&P Global Water Ind | New | 0.04% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +26.4% | 0.14% | +0.04 |
| MAIN Main Street Capital Corp. | Add +0.5% | 0.30% | +0.03 |
| DEUS Xtrackers Russell US Multi | New | 0.03% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +9.2% | 0.51% | +0.03 |
| OEF iShares S&P 100 ETF | Add +241.1% | 0.05% | +0.03 |
| GE General Electric | Add +53.7% | 0.13% | +0.03 |
Notes & Other Activity Q3 2024 → Q4 2024
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -5.3% | 78,695 | $3.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 808 | $3.2B | NVDA, QQQ, AAPL, XOM, AMZN |
| Q1 2026 | 761 | $2.8B | NVDA, XOM, AAPL, QQQ, AMZN |
| Q4 2025 | 751 | $2.8B | NVDA, AAPL, QQQ, AMZN, MSFT |
| Q3 2025 | 706 | $2.6B | NVDA, AAPL, QQQ, MSFT, XOM |
| Q2 2025 | 669 | $2.3B | NVDA, QQQ, AAPL, MSFT, XOM |
| Q1 2025 | 619 | $2.1B | NVDA, AAPL, XOM, QQQ, AMZN |
| Q4 2024 | 624 | $2.1B | NVDA, AAPL, QQQ, XOM, MSFT |
| Q3 2024 | 626 | $2.0B | NVDA, AAPL, XOM, QQQ, MSFT |
| Q2 2024 | 289 | $833.0M | NVDA, XOM, SPY, JPM, GOOGL |
| Q1 2024 | 199 | $600.7M | MSFT, AAPL, AMZN, BRK.B, IVV |