Meridian Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$3.54M |
| 2 |
Salesforce
CRM
|
+$2.84M |
| 3 |
AB InBev
BUD
|
+$1.17M |
| 4 |
Apple
AAPL
|
+$1.09M |
| 5 |
Marathon Petroleum
MPC
|
+$627K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs
GS
|
+$4.63M |
| 2 |
Intuitive Surgical
ISRG
|
+$3.73M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$3.02M |
| 4 |
Morgan Stanley
MS
|
+$1.35M |
| 5 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$967K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.21% |
| 2 | Technology | 11.4% |
| 3 | Communication Services | 10.22% |
| 4 | Consumer Discretionary | 9.15% |
| 5 | Industrials | 7.87% |
Similar funds
Meridian Wealth Management's Q2 2019 Portfolio in Review
As of Q2 2019, Meridian Wealth Management held 549 positions worth $2.47M, down 99% from $220M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Meridian Wealth Management deployed $18.9M of net new capital in Q2 2019, opening 356 new positions and adding to 93 existing holdings. Its largest new stake was ZYNGA INC. CL A COMMON: 104,500 shares worth $6.41K.
By sector, the portfolio is most concentrated in Financials at 12% of assets, down from 14% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Goldman Sachs, an estimated $4.63M trimmed.
- Meridian Wealth Management's largest Q2 2019 buy was ZYNGA INC. CL A COMMON: 104,500 shares worth $6.41K.
- Meridian Wealth Management added most to Walt Disney in Q2 2019, an estimated $3.54M increase.
- Meridian Wealth Management's biggest Q2 2019 reduction was Goldman Sachs, cutting an estimated $4.63M.
- Meridian Wealth Management fully exited iShares Emerging Markets Dividend ETF in Q2 2019, selling an estimated $967K.
- Meridian Wealth Management's ten largest holdings make up 39% of its $2.47M portfolio in Q2 2019.
- Meridian Wealth Management opened 356 new positions and closed 12 in Q2 2019.
- Meridian Wealth Management's portfolio value fell 99% quarter-over-quarter to $2.47M.
Based on Meridian Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.