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  Name: Meridian Wealth Management LLC
  City: Lexington
  State: KY
  Zip: 40507
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $600,691,000
  Total Value Change : $-965,515,000
  Securities Held Change : -393
   
All Securities Held : 199
  New Positions : 11
  Closed Positions : 403
  Increased Positions : 96
  Unchanged Positions : 8
  Decreased Positions : 84

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 35 New $92.50 $3,252,000 34,350 0.54% 3,252,000 34,350 0.012    Closed - End Fund - E...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 66 New $0.00 $1,446,000 22,889 0.24% 1,446,000 22,889 0.004    N/A
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 93 New $0.00 $948,000 15,276 0.16% 948,000 15,276 0.17    N/A
   (IDT)1 Year Chart         IDT IDT Corp 158 New $38.92 $372,000 9,843 0.06% 372,000 9,843 0.044    Integrated Telecommun...
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 170 New $0.00 $282,000 4,391 0.05% 282,000 4,391 0.005    N/A
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 176 New $57.19 $257,000 4,449 0.04% 257,000 4,449 0.002    Industrial Metals & M...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 182 New $146.32 $240,000 1,457 0.04% 240,000 1,457 0    N/A
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc 184 New $196.09 $236,000 1,051 0.04% 236,000 1,051 0.001    Sporting Goods Stores
   (CPAY)1 Year Chart         CPAY Corpay Inc 189 New $283.44 $224,000 727 0.04% 224,000 727 0.001    Business Services
   (CMI)1 Year Chart         CMI Cummins Inc 190 New $298.61 $222,000 752 0.04% 222,000 752 0.001    Diversified Machinery

      10 Records Found
  1    
Page 1 of 1
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