MWM
Meridian Wealth Management Portfolio holdings
AUM
$2.61B
1-Year Est. Return
29.73%
1 Year Est. Return
+29.73%
AUM
$2.61B
AUM Growth
+$267M
(+11%)
Holding
734
Top Buys
| 1 | +$24.3M | |
| 2 | +$8.22M | |
| 3 | +$7.85M | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$7.27M |
| 5 |
TSMC
TSM
|
+$6.85M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$9.98M | |
| 3 | +$9.44M | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$7.61M |
| 5 |
Marvell Technology
MRVL
|
+$6.03M |
Sector Composition
| 1 | Technology | 20.74% |
| 2 | Financials | 9.13% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Industrials | 4.88% |
| 5 | Communication Services | 4.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.43T
| $142M | 5.43% |
759,603
-10,537
|
|
||
2
Apple
AAPL
$4.12T
| $102M | 3.92% |
401,795
+9,917
|
|
||
3
Invesco QQQ Trust
QQQ
$409B
| $98.4M | 3.77% |
163,944
+1,871
|
|
||
4
Microsoft
MSFT
$3.59T
| $85M | 3.26% |
164,157
+2,973
|
|
||
5
Exxon Mobil
XOM
$491B
| $77.5M | 2.97% |
686,920
-31,020
|
|
||
6
Amazon
AMZN
$2.45T
| $73M | 2.8% |
332,479
+8,325
|
|
||
7
JPMorgan Chase
JPM
$858B
| $61.7M | 2.37% |
195,698
+1,308
|
|
||
8
SPDR S&P 500 ETF Trust
SPY
$702B
| $61.3M | 2.35% |
92,091
+178
|
|
||
9
Broadcom
AVGO
$1.84T
| $41.4M | 1.59% |
125,543
+13,489
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.88T
| $38.3M | 1.47% |
157,592
+4,332
|
|
||
11
Vanguard Total Bond Market
BND
$142B
| $36.1M | 1.38% |
485,794
+23,883
|
|
||
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $34.9M | 1.34% |
69,366
-3,881
|
|
||
13
Robinhood
HOOD
$119B
| $33.2M | 1.27% |
232,178
+587
|
|
||
14
Vanguard Growth ETF
VUG
$203B
| $32.8M | 1.26% |
69,112
+9,548
|
|
||
15
iShares Core S&P 500 ETF
IVV
$735B
| $30.8M | 1.18% |
46,168
-810
|
|
||
16
Invesco S&P 500 Momentum ETF
SPMO
$13B
| $29.5M | 1.13% |
243,512
+200,439
|
|
||
17
Tesla
TSLA
$1.51T
| $27.7M | 1.06% |
62,233
-930
|
|
||
18
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
| $26.4M | 1.01% |
827,665
-26,259
|
|
||
|
19
Alphabet (Google) Class C
GOOG
$3.89T
| $25M | 0.96% |
102,814
+3,939
|
|
||
20
Vanguard Value ETF
VTV
$153B
| $23.4M | 0.9% |
126,131
+5,348
|
|
||
21
Meta Platforms (Facebook)
META
$1.7T
| $23.1M | 0.89% |
31,468
-3,164
|
|
||
22
SPDR Gold Trust
GLD
$141B
| $22.6M | 0.87% |
63,697
+16,482
|
|
||
23
Palantir
PLTR
$433B
| $22.3M | 0.86% |
122,507
+45,084
|
|
||
24
Shopify
SHOP
$210B
| $18.4M | 0.7% |
123,675
+838
|
|
||
25
Caterpillar
CAT
$282B
| $18.1M | 0.69% |
37,963
-3,425
|
|