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Stock Style
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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
44
5
2
1
3
0
26
4
3
MERIDIAN WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings157

Total Value ($x1000)169,794
Activities
New39

Increased63

Unchanged7

Decreased48

Sold Out51

Top 10 Stock Holdingstotal 42.63%
AMZN6.01

QQQ5.89

SPY5.55

NFLX5.53

BA4.18

 
JPM4.12

SCHB3.42

ISRG2.85

UNH2.66

MSFT2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
6.01%
COM
QQQ
5.89%
UNIT SER 1
SPY
5.55%
TR UNIT
NFLX
5.53%
COM
BA
4.18%
COM
JPM
4.12%
COM
SCHB
3.42%
US BRD MKT ETF
ISRG
2.85%
COM NEW
UNH
2.66%
COM
MSFT
2.42%
COM
BAC
2.37%
COM
AAPL
2.12%
COM
CME
1.92%
COM
CTBI
1.81%
COM
DIA
1.74%
UT SER 1
V
1.44%
COM CL A
VHT
1.43%
HEALTH CAR ETF
BRK.B
1.15%
CL B NEW
MPC
1.14%
COM
SCHA
1.07%
US SML CAP ETF
MS
0.97%
COM NEW
JNJ
0.93%
COM
NEE
0.82%
COM
MO
0.82%
COM
GSLC
0.78%
EQUITY ETF
FB
0.78%
CL A
SCHM
0.74%
US MID-CAP ETF
LMT
0.73%
COM
GOOGL
0.72%
CAP STK CL A
NVDA
0.67%
COM
BMY
0.66%
COM
SMDV
0.66%
RUSS 2000 DIVD
CVX
0.65%
COM
VUG
0.63%
GROWTH ETF
ADBE
0.62%
COM
T
0.62%
COM
INTC
0.6%
COM
GOOG
0.54%
CAP STK CL C
HD
0.54%
COM
SCHX
0.53%
US LRG CAP ETF
CSCO
0.53%
COM
SCHG
0.52%
US LCAP GR ETF
CELG
0.51%
COM
COP
0.51%
COM
PG
0.51%
COM
DVYE
0.5%
EM MKTS DIV ETF
RSP
0.5%
S&P500 EQL WGT
CVS
0.47%
COM
PYPL
0.42%
COM
DVY
0.42%
SELECT DIVID ETF
VIG
0.39%
DIV APP ETF
D
0.39%
COM
SCHF
0.39%
INTL EQTY ETF
VB
0.38%
SMALL CP ETF
PGR
0.38%
COM
WM
0.36%
COM
BP
0.36%
SPONSORED ADR
DIS
0.35%
COM DISNEY
VZ
0.35%
COM
CRM
0.34%
COM
PFE
0.34%
COM
AMGN
0.34%
COM
CSX
0.32%
COM
BBT
0.32%
COM
SCHD
0.32%
US DIVIDEND EQ
CMCSA
0.32%
CL A
OKE
0.31%
COM
PEP
0.31%
COM
CLX
0.3%
COM
CNI
0.3%
COM
EFA
0.28%
MSCI EAFE ETF
XRLV
0.28%
S&P 500 EX RAT
GILD
0.27%
COM
BK
0.27%
COM
RDIV
0.27%
ULTRA DIVID REV
AVGO
0.26%
COM
VOO
0.25%
SHS
XAR
0.25%
AEROSPACE DEF
ABT
0.25%
COM
BSCN
0.25%
BULSHS 2023 CB
GLD
0.25%
GOLD SHS
AMT
0.25%
COM
IWR
0.24%
RUS MID-CAP ETF
IWF
0.24%
RUS 1000 GRW ETF
IXN
0.24%
GLOBAL TECH ETF
IWM
0.24%
RUSSELL 2000 ETF
VYM
0.23%
HIGH DIV YLD
KWEB
0.23%
CSI CHI INTERNET
USDP
0.23%
COM UT REP LTD
DE
0.22%
COM
DUK
0.21%
COM NEW
BKNG
0.21%
COM
SCHE
0.21%
EMRG MKTEQ ETF
SSO
0.21%
PSHS ULT S&P 500
SST
0.2%
SHRT TRSRY ETF
PGX
0.2%
PFD ETF
WMB
0.2%
COM
IBM
0.2%
COM
HEWJ
0.2%
HDG MSCI JAPAN
C
0.19%
COM NEW
UAL
0.19%
COM
URI
0.19%
COM
UPS
0.19%
CL B
XOM
0.19%
COM
CHTR
0.19%
CL A
PFF
0.19%
U.S. PFD STK ETF
NOW
0.19%
COM
DISCA
0.19%
COM SER A
IWS
0.19%
RUS MDCP VAL ETF
GBX
0.18%
COM
GPN
0.18%
COM
BABA
0.18%
SPONSORED ADS
IVV
0.18%
CORE S&P500 ETF
IJJ
0.18%
S&P MC 400VL ETF
ADM
0.18%
COM
IEMG
0.17%
CORE MSCI EMKT
SHYG
0.17%
0-5YR HI YL CP
IEFA
0.17%
CORE MSCI EAFE
PZA
0.17%
NATL AMT MUNI
VTI
0.16%
TOTAL STK MKT
CE
0.16%
COM SER A
VEU
0.16%
ALLWRLD EX US
MUB
0.16%
NAT AMT FREE BD
KO
0.16%
COM
ABBV
0.16%
COM
WDFC
0.16%
COM
DFP
0.16%
SHS
BSJM
0.15%
BULSHS 2022 HY
VTEB
0.15%
TAX-EXEMPT BD
IFF
0.15%
COM
APD
0.15%
COM
APA
0.15%
COM
BSCK
0.15%
BULSHS 2020 CB
IWD
0.15%
RUS 1000 VAL ETF
SQ
0.15%
CL A
MKC
0.14%
COM NON VTG
WMT
0.14%
COM
IJK
0.14%
S&P MC 400GR ETF
IJH
0.14%
CORE S&P MCP ETF
EL
0.14%
CL A
GS
0.13%
COM
FOLD
0.13%
COM
FIVE
0.13%
COM
IEI
0.13%
3-7 YR TR BD ETF
ILMN
0.13%
COM
NSC
0.12%
COM
AB
0.12%
UNIT LTD PARTN
CI
0.12%
COM
TSLA
0.12%
COM
ETE
0.1%
COM UT LTD PTN
F
0.09%
COM PAR $0.01
AES
0.09%
COM
EXTR
0.07%
COM
TIVO
0.06%
COM
GE
0.05%
COM
SIRI
0.04%
COM
CWBR
0.03%
COM
ATVI
2.7%
COM
IAC
1.61%
COM PAR $.001
SHOP
1.61%
CL A
LULU
1.1%
COM
WDAY
0.91%
CL A
ANET
0.85%
COM
ALGN
0.39%
COM
NKE
0.32%
CL B
M
0.3%
COM
VEA
0.29%
FTSE DEV MKT ETF
SLYG
0.29%
S&P 600 SMCP GRW
VLO
0.28%
COM
VWO
0.28%
FTSE EMR MKT ETF
MA
0.25%
CL A
CAT
0.25%
COM
CRS
0.24%
COM
TXN
0.22%
COM
VCSH
0.22%
SHRT TRM CORP BD
LVS
0.21%
COM
ALSN
0.2%
COM
TROW
0.2%
COM
OXY
0.19%
COM
CTL
0.18%
COM
APC
0.17%
COM
MCHP
0.15%
COM
CNP
0.15%
COM
NKTR
0.15%
COM
TIF
0.14%
COM
MRO
0.14%
COM
SHW
0.14%
COM
ABMD
0.14%
COM
RDS/A
0.13%
SPONS ADR A
DK
0.13%
COM
STMP
0.12%
COM NEW
ANDV
0.12%
COM
CTAS
0.12%
COM
KRE
0.11%
S&P REGL BKG
QCOM
0.11%
COM
TIP
0.1%
TIPS BD ETF
BSV
0.1%
SHORT TRM BOND
QTEC
0.1%
SHS
VO
0.09%
MID CAP ETF
SPGI
0.09%
COM
EW
0.09%
COM
MU
0.09%
COM
TPL
0.09%
SUB CTF PROP I T
PM
0.09%
COM
KKR
0.09%
CL A
IDXX
0.09%
COM
KERX
0.07%
COM
FCX
0.07%
COM