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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
88
18
21
2
11
1
66
29
25
MERIDIAN WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings537

Total Value ($x1000)2,470,835
Activities
New357

Increased93

Unchanged11

Decreased76

Sold Out13

Top 10 Stock Holdingstotal 38.94%
AMZN5.66

NFLX5.31

QQQ5.23

SPY4.61

BA3.7

 
AAPL3.63

JPM3.41

SCHB2.69

BUD2.51

MSFT2.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
5.66%
COM
NFLX
5.31%
COM
QQQ
5.23%
UNIT SER 1
SPY
4.61%
TR UNIT
BA
3.7%
COM
AAPL
3.63%
COM
JPM
3.41%
COM
SCHB
2.69%
US BRD MKT ETF
BUD
2.51%
SPONSORED ADR
MSFT
2.19%
COM
KDP
2.03%
COM
BAC
1.96%
COM
UNH
1.81%
COM
DIS
1.76%
COM DISNEY
CRM
1.46%
COM
CTBI
1.33%
COM
V
1.1%
COM CL A
MPC
0.89%
COM
LMT
0.88%
COM
SCHA
0.8%
US SML CAP ETF
FB
0.74%
CL A
NEE
0.72%
COM
NVDA
0.69%
COM
BRK.B
0.64%
CL B NEW
GSLC
0.63%
EQUITY ETF
ISRG
0.61%
COM NEW
JNJ
0.55%
COM
SCHM
0.55%
US MID-CAP ETF
VUG
0.53%
GROWTH ETF
GOOGL
0.52%
CAP STK CL A
MO
0.51%
COM
VOOG
0.48%
500 GRTH IDX F
HD
0.48%
COM
DIA
0.45%
UT SER 1
PYPL
0.43%
COM
SCHG
0.43%
US LCAP GR ETF
SCHX
0.42%
US LRG CAP ETF
RSP
0.42%
S&P500 EQL WGT
CME
0.41%
COM
CVX
0.4%
COM
ADBE
0.39%
COM
VB
0.37%
SMALL CP ETF
PGR
0.36%
COM
T
0.35%
COM
CSCO
0.35%
COM
AMT
0.34%
COM
PG
0.33%
COM
WM
0.33%
COM
VTV
0.32%
VALUE ETF
ROKU
0.32%
CL A
OKE
0.32%
COM
D
0.32%
COM
DVY
0.32%
SELECT DIVID ETF
NOW
0.3%
COM
SCHF
0.29%
INTL EQTY ETF
BYND
0.29%
COM
BP
0.28%
SPONSORED ADR
CSX
0.28%
COM
KWEB
0.27%
CSI CHI INTERNET
ZNGA
0.26%
CL A
CELG
0.26%
COM
CNI
0.26%
COM
GOOG
0.25%
CAP STK CL C
VOO
0.25%
SHS
VZ
0.25%
COM
BBT
0.25%
COM
SHOP
0.24%
CL A
SCHD
0.24%
US DIVIDEND EQ
PCG
0.24%
COM
EFA
0.23%
MSCI EAFE ETF
IWR
0.23%
RUS MID-CAP ETF
VIG
0.23%
DIV APP ETF
PEP
0.23%
COM
EW
0.22%
COM
MELI
0.22%
COM
IWM
0.22%
RUSSELL 2000 ETF
PFE
0.22%
COM
ABT
0.22%
COM
CMCSA
0.21%
CL A
PODD
0.21%
COM
MUB
0.21%
NAT AMT FREE BD
SMDV
0.2%
RUSS 2000 DIVD
MS
0.2%
COM NEW
IXN
0.2%
GLOBAL TECH ETF
GPN
0.2%
COM
VEU
0.2%
ALLWRLD EX US
IWF
0.2%
RUS 1000 GRW ETF
COP
0.19%
COM
GLD
0.19%
GOLD SHS
IBM
0.19%
COM
INTC
0.19%
COM
BKNG
0.18%
COM
EXAS
0.18%
COM
IRM
0.18%
COM
BK
0.18%
COM
DE
0.18%
COM
AES
0.17%
COM
IVV
0.17%
CORE S&P500 ETF
BMY
0.17%
COM
HEI
0.17%
COM
USDP
0.17%
COM UT REP LTD
COST
0.17%
COM
SST
0.17%
SHRT TRSRY ETF
CVS
0.17%
COM
SON
0.17%
COM
CIEN
0.17%
COM NEW
PHM
0.16%
COM
IEFA
0.16%
CORE MSCI EAFE
ALGN
0.16%
COM
MSCI
0.16%
COM
SCHE
0.16%
EMRG MKTEQ ETF
UPS
0.16%
CL B
MA
0.16%
CL A
EL
0.15%
CL A
KMX
0.15%
COM
VYM
0.15%
HIGH DIV YLD
KMB
0.15%
COM
VTI
0.15%
TOTAL STK MKT
ILMN
0.15%
COM
IEMG
0.15%
CORE MSCI EMKT
DISCA
0.15%
COM SER A
DFP
0.15%
SHS
TROW
0.15%
COM
VWO
0.15%
FTSE EMR MKT ETF
AXP
0.14%
COM
HII
0.14%
COM
IJH
0.14%
CORE S&P MCP ETF
CTRP
0.14%
AMERICAN DEP SHS
VEA
0.14%
FTSE DEV MKT ETF
XAR
0.14%
AEROSPACE DEF
MCD
0.14%
COM
CE
0.14%
COM SER A
FSS
0.13%
COM
PFF
0.13%
U.S. PFD STK ETF
IVZ
0.13%
SHS
IJJ
0.13%
S&P MC 400VL ETF
BSV
0.13%
SHORT TRM BOND
PINS
0.13%
CL A
SPYD
0.13%
SP500 HIGH DIV
ALXN
0.13%
COM
KO
0.12%
COM
TOT
0.12%
SPONSORED ADR
ZION
0.12%
COM
SO
0.12%
COM
XOM
0.12%
COM
SQ
0.12%
CL A
PZA
0.12%
NATL AMT MUNI
SBUX
0.12%
COM
KMI
0.12%
COM
DUK
0.12%
COM NEW
CONE
0.12%
COM
IWD
0.12%
RUS 1000 VAL ETF
THRK
0.12%
RUSSELL 3000 ETF
C
0.12%
COM NEW
BABA
0.12%
SPONSORED ADS
CPRT
0.11%
COM
NSC
0.11%
COM
IJK
0.11%
S&P MC 400GR ETF
RDS/B
0.11%
SPON ADR B
PVH
0.11%
COM
BSJM
0.11%
BULSHS 2022 HY
NEOG
0.11%
COM
SHYG
0.11%
0-5YR HI YL CP
IBDQ
0.11%
IBND DEC25 ETF
VTEB
0.11%
TAX-EXEMPT BD
RCL
0.11%
COM
BLL
0.11%
COM
VBR
0.11%
SM CP VAL ETF
TIP
0.11%
TIPS BD ETF
GS
0.11%
COM
SSO
0.1%
PSHS ULT S&P 500
WMT
0.1%
COM
CGC
0.1%
COM
ULTA
0.1%
COM
JAZZ
0.1%
SHS USD
UNP
0.1%
COM
CACI
0.1%
CL A
UTX
0.1%
COM
VOE
0.1%
MCAP VL IDXVIP
ABBV
0.1%
COM
VBK
0.09%
SML CP GRW ETF
AB
0.09%
UNIT LTD PARTN
FIVE
0.09%
COM
IVOG
0.09%
MIDCP 400 GRTH
PM
0.09%
COM
AGG
0.09%
CORE TOTUSBD ETF
IWN
0.09%
RUS 2000 VAL ETF
VO
0.09%
MID CAP ETF
DAL
0.09%
COM NEW
EEM
0.09%
MSCI EMG MKT ETF
IWV
0.09%
RUSSELL 3000 ETF
TJX
0.09%
COM
TDG
0.09%
COM
ANET
0.09%
COM
ZM
0.09%
CL A
IYF
0.09%
U.S. FINLS ETF
MLN
0.09%
AMT FREE LONG MU
CMC
0.08%
COM
MRK
0.08%
COM
FITB
0.08%
COM
ATVI
0.08%
COM
EQIX
0.08%
COM PAR $0.001
IQV
0.08%
COM
CF
0.08%
COM
FDN
0.08%
DJ INTERNT IDX
AMGN
0.08%
COM
UAA
0.08%
CL A
TXN
0.08%
COM
ORLY
0.08%
COM
IWS
0.08%
RUS MDCP VAL ETF
SCHK
0.08%
1000 INDEX ETF
EFAV
0.08%
EAFE MIN VOL ETF
F
0.08%
COM PAR $0.01
RDS/A
0.08%
SPONS ADR A
IEUR
0.08%
CORE MSCI EURO
SHW
0.07%
COM
BSCN
0.07%
BULSHS 2023 CB
EPD
0.07%
COM
IDXX
0.07%
COM
STAG
0.07%
COM
HON
0.07%
COM
DD
0.07%
COM
CAT
0.07%
COM
HUM
0.07%
COM
MASI
0.07%
COM
IEI
0.07%
3-7 YR TR BD ETF
CBG
0.07%
CL A
SLF
0.07%
COM
SPYG
0.07%
S&P 500 GROWTH
PAGS
0.07%
CL A
TSCO
0.07%
COM
IJR
0.07%
CORE S&P SCP ETF
DOW
0.06%
COM
TSN
0.06%
CL A
VCIT
0.06%
INT-TERM CORP
CHTR
0.06%
CL A
SCHZ
0.06%
US AGGREGATE B
GES
0.06%
COM
VCSH
0.06%
SHRT TRM CORP BD
TWLO
0.06%
CL A
USMV
0.06%
USA MIN VOL ETF
VRSN
0.06%
COM
TOWN
0.06%
COM
COF
0.06%
COM
BCE
0.06%
COM NEW
IR
0.06%
SHS
VOT
0.06%
MCAP GR IDXVIP
YUM
0.06%
COM
PGX
0.06%
PFD ETF
BSJN
0.05%
BULSHS 2023 HY
PPG
0.05%
COM
HYG
0.05%
IBOXX HI YD ETF
IVOV
0.05%
MIDCP 400 VAL
VV
0.05%
LARGE CAP ETF
UA/C
0.05%
CL C
GM
0.05%
COM
OKTA
0.05%
CL A
OHI
0.05%
COM
CTAS
0.05%
COM
CVNA
0.05%
CL A
NKE
0.05%
CL B
TGT
0.05%
COM
O
0.05%
COM
FBGX
0.05%
EN LG CP GRWTH
ICE
0.04%
COM
BLV
0.04%
LONG TERM BOND
EXC
0.04%
COM
BSJL
0.04%
BULSHS 2021 HY
QLD
0.04%
PSHS ULTRA QQQ
FLOT
0.04%
FLTG RATE BD ETF
SPYV
0.04%
S&P 500 VALUE
APH
0.04%
CL A
NVS
0.04%
SPONSORED ADR
WYNN
0.04%
COM
FTCS
0.04%
CAP STRENGTH ETF
LYFT
0.04%
CL A COM
RWR
0.04%
DJ REIT ETF
PSK
0.04%
WELLS FG PFD ETF
RJF
0.04%
COM
CTRE
0.04%
COM
XPO
0.04%
COM
VNQ
0.04%
REIT ETF
STMP
0.04%
COM NEW
GE
0.04%
COM
VCLT
0.04%
LG-TERM COR BD
PDT
0.04%
COM SH BEN INT
IHE
0.04%
U.S. PHARMA ETF
PEY
0.04%
HIG YLD EQ DIV
IHF
0.04%
US HLTHCR PR ETF
SDOG
0.04%
SECTR DIV DOGS
MDT
0.04%
SHS
M
0.04%
COM
SCHW
0.04%
COM
CHD
0.04%
COM
HBC/PA
0.04%
ADR A 1/40PF A
IAT
0.03%
US REGNL BKS ETF
DIM
0.03%
INTL MIDCAP DV
BND
0.03%
TOTAL BND MRKT
IVE
0.03%
S&P 500 VAL ETF
RA
0.03%
SHS BEN INT
GDXJ
0.03%
JR GOLD MINERS E
MOAT
0.03%
MORNINGSTAR WIDE
HPT
0.03%
COM SH BEN INT
BBSA
0.03%
BETABLDRS 1-5YR
SCHV
0.03%
US LCAP VA ETF
AAP
0.03%
COM
SOXL
0.03%
DLY SCOND 3XBU
PGF
0.03%
FINL PFD ETF
IGRO
0.03%
INTL DIV GRWTH
SLYG
0.03%
S&P 600 SMCP GRW
VLO
0.03%
COM
SDY
0.03%
S&P DIVID ETF
WDFC
0.03%
COM
SCZ
0.03%
EAFE SML CP ETF
IEP
0.03%
DEPOSITARY UNIT
BSJK
0.03%
BULSHS 2020 HY
TLRY
0.03%
COM CL 2
MDB
0.03%
CL A
USB
0.03%
COM NEW
STX
0.03%
SHS
VHT
0.03%
HEALTH CAR ETF
SNY
0.03%
SPONSORED ADR
TSLA
0.03%
COM
ACB
0.03%
COM
VGT
0.03%
INF TECH ETF
CLH
0.03%
COM
VRSK
0.03%
CL A
MMM
0.03%
COM
HBAN
0.03%
COM
VFC
0.03%
COM
AMD
0.03%
COM
AFL
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
CRON
0.03%
COM
CHWY
0.03%
CL A
AVGO
0.03%
COM
PPL
0.03%
COM
ITW
0.03%
COM
KR
0.03%
COM
ECL
0.03%
COM
MCHP
0.03%
COM
SYK
0.02%
COM
LRCX
0.02%
COM
LVS
0.02%
COM
IWP
0.02%
RUS MD CP GR ETF
VIAB
0.02%
CL B
SIRI
0.02%
COM
XLI
0.02%
SBI INT-INDS
ANTM
0.02%
COM
IAC
0.02%
COM PAR $.001
BHP
0.02%
SPONSORED ADR
ADP
0.02%
COM
CINF
0.02%
COM
YUMC
0.02%
COM
CHKP
0.02%
ORD
GWL
0.02%
S&P WRLD EX US
AEP
0.02%
COM
XLB
0.02%
SBI MATERIALS
WPC
0.02%
COM
WDAY
0.02%
CL A
ABMD
0.02%
COM
CHY
0.02%
COM SHS
VIS
0.02%
INDUSTRIAL ETF
YETI
0.02%
COM
GSK
0.02%
SPONSORED ADR
GD
0.02%
COM
LLL
0.02%
COM
PRU
0.02%
COM
IFF
0.02%
COM
EEFT
0.02%
COM
VMW
0.02%
CL A COM
CHI
0.02%
SH BEN INT
WFC
0.02%
COM
XLNX
0.02%
COM
VTR
0.02%
COM
USA
0.02%
SH BEN INT
XMLV
0.02%
S&P MIDCP LOW
DNP
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
SCHC
0.02%
INTL SCEQT ETF
SPLK
0.02%
COM
NVO
0.02%
ADR
BIIB
0.02%
COM
LJPC
0.02%
COM PAR $.0001 2
LQD
0.02%
IBOXX INV CP ETF
STWD
0.02%
COM
LASR
0.02%
COM
LOW
0.02%
COM
SYY
0.02%
COM
RTN
0.02%
COM NEW
APD
0.02%
COM
STZ
0.02%
CL A
PCAR
0.02%
COM
RSCO
0.02%
SM CAP COMPLETE
TWOK
0.02%
SPDR RUSSEL 2000
TREE
0.02%
COM
CQP
0.02%
COM UNIT
WTR
0.02%
COM
MVV
0.02%
PSHS ULT MCAP400
FIW
0.02%
COM
MGK
0.02%
MEGA GRWTH IND
CLX
0.02%
COM
FIEE
0.02%
FI ENHAN EUR ETN
BX
0.02%
COM UNIT LTD
DLS
0.02%
INTL SMCAP DIV
VIOV
0.02%
SMLCP 600 VAL
IDU
0.02%
U.S. UTILITS ETF
ASH
0.02%
COM
CWBR
0.02%
COM
MLM
0.02%
COM
SKYY
0.02%
ISE CLOUD COMP
ICVT
0.02%
CONV BD ETF
OLED
0.02%
COM
TRIP
0.02%
COM
CZR
0.02%
COM
ALC
0.02%
ORD SHS
MOS
0.02%
COM
PNC
0.02%
COM
NPK
0.02%
COM
BBUS
0.01%
BETABUILDRS US
FBT
0.01%
NY ARCA BIOTECH
SCHP
0.01%
US TIPS ETF
GIS
0.01%
COM
SPOT
0.01%
SHS
SLB
0.01%
COM
CL
0.01%
COM
ABX
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
IQ
0.01%
SPONSORED ADS
IAU
0.01%
ISHARES
REGL
0.01%
MDCP 400 DIVID
NOC
0.01%
COM
ETN
0.01%
SHS
IBB
0.01%
NASDQ BIOTEC ETF
INDY
0.01%
INDIA 50 ETF
CMI
0.01%
COM
SAP
0.01%
SPON ADR
DBX
0.01%
CL A
IVW
0.01%
S&P 500 GRWT ETF
PCY
0.01%
EMRNG MKT SVRG
HUN
0.01%
COM
LMST
0.01%
COM
MU
0.01%
COM
ICF
0.01%
COHEN&STEER REIT
PKW
0.01%
BUYBACK ACHIEV
DEO
0.01%
SPON ADR NEW
LLY
0.01%
COM
UGI
0.01%
COM
XLU
0.01%
SBI INT-UTILS
RY
0.01%
COM
HAL
0.01%
COM
GLW
0.01%
COM
XYL
0.01%
COM
CM
0.01%
COM
RTM
0.01%
S&P500 EQL MAT
DGRW
0.01%
US DIVD GRT FD
TIPX
0.01%
BARC 1-10YRTIP
RFG
0.01%
S&P MDCP400 PR
XLE
0.01%
SBI INT-ENERGY
ITM
0.01%
AMT FREE INT ETF
MET
0.01%
COM
CREE
0.01%
COM
FVD
0.01%
SHS
OXY
0.01%
COM
LEA
0.01%
COM NEW
AZPN
0.01%
COM
TTD
0.01%
CL A
PK
0.01%
COM
SPGI
0.01%
COM
TLRD
0.01%
COM
IYJ
0.01%
U.S. INDS ETF
IWB
0.01%
RUS 1000 ETF
MRO
0.01%
COM
WMB
0.01%
COM
CB
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
BOTZ
0.01%
RBTCS ARTFL IN
AZO
0.01%
COM
CBRL
0.01%
COM
SMH
0.01%
SEMICONDUCTOR ET
XLF
0.01%
SBI INT-FINL
AG
0.01%
COM
HSY
0.01%
COM
TDOC
0.01%
COM
VVV
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
OTEX
0.01%
COM
AAL
0.01%
COM
KHC
0.01%
COM
VMC
0.01%
COM
UCO
0.01%
II ULTA BLMBG 2017
BBH
0.01%
BIOTECH ETF
VRTX
0.01%
COM
IDV
0.01%
INTL SEL DIV ETF
FRI
0.01%
COM
BTEC
0.01%
HELTHCARE INDX
RGLD
0.01%
COM
QCOM
0.01%
COM
VONV
0.01%
VNG RUS1000VAL
MAR
0.01%
CL A
DAN
0.01%
COM
JPUS
0.01%
F JPMORGAN DIVER
IYE
0.01%
U.S. ENERGY ETF
FSLR
0.01%
COM
TWTR
0.01%
COM
LIN
0.01%
COM
VSS
0.01%
FTSE SMCAP ETF
ED
0.01%
COM
SAVE
0.01%
COM
PAA
0.01%
UNIT LTD PARTN
TTEK
0.01%
COM
IWY
0.01%
RUS TP200 GR ETF
CTVA
0.01%
COM
JNK
0.01%
BLOOMBERG BRCLYS
SPXL
0.01%
DRX S&P500BULL
UBS
0.01%
SHS
MKL
0.01%
COM
CDW
0.01%
COM
APTS
0.01%
COM
UPLD
0.01%
COM
PFPT
0.01%
COM
COG
0.01%
COM
CHRS
0.01%
COM
ROLL
0.01%
COM
GWPH
0.01%
ADS
PRI
0.01%
COM
AMP
0.01%
COM
XLY
0.01%
SBI CONS DISCR
SLV
0.01%
ISHARES
EFG
0.01%
EAFE GRWTH ETF
FUN
0.01%
DEPOSITRY UNIT
DHR
0.01%
COM
APTV
0.01%
SHS
BIV
0.01%
INTERMED TERM
EFV
0.01%
EAFE VALUE ETF
SJM
0.01%
COM NEW
FTD
< 0.01%
COM
DVYE
0.44%
EM MKTS DIV ETF
RDIV
0.19%
ULTRA DIVID REV
DATA
0.18%
CL A
SDS
0.18%
ULTRASHRT S&P500
FENY
0.16%
MSCI ENERGY IDX
DWDP
0.15%
COM
GWRE
0.15%
COM
HLT
0.14%
WHEN ISSUED
CMA
0.13%
COM
PANW
0.12%
COM
FOLD
0.1%
COM
EEMV
0.1%
EM MK MINVOL ETF
TIVO
0.05%
COM