Meridian Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$4.34M |
| 2 |
Invesco Solar ETF
TAN
|
+$3.08M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.44M |
| 5 |
B&G Foods
BGS
|
+$1.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.88M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2M |
| 3 |
Trade Desk
TTD
|
+$1.41M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$1.28M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.22M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.27% |
| 2 | Energy | 8.23% |
| 3 | Consumer Discretionary | 8.16% |
| 4 | Communication Services | 7.49% |
| 5 | Financials | 6.67% |
Similar funds
Meridian Wealth Management's Q1 2021 Portfolio in Review
As of Q1 2021, Meridian Wealth Management held 380 positions worth $687M, up 9% from $630M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Meridian Wealth Management deployed $20.6M of net new capital in Q1 2021, opening 44 new positions and adding to 164 existing holdings. Its largest new stake was Vanguard Morningstar Mega Cap Growth ETF: 19,055 shares worth $789K.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 18% a quarter earlier, followed by Energy and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $5.88M trimmed.
- Meridian Wealth Management's largest Q1 2021 buy was Vanguard Morningstar Mega Cap Growth ETF: 19,055 shares worth $789K.
- Meridian Wealth Management added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021, an estimated $4.34M increase.
- Meridian Wealth Management's biggest Q1 2021 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $5.88M.
- Meridian Wealth Management fully exited Teradyne in Q1 2021, selling an estimated $878K.
- Meridian Wealth Management's ten largest holdings make up 37% of its $687M portfolio in Q1 2021.
- Meridian Wealth Management opened 44 new positions and closed 18 in Q1 2021.
- Meridian Wealth Management's portfolio value rose 9% quarter-over-quarter to $687M.
Based on Meridian Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.