Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 592 | 1,566,218,199 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $73,383,709 | 381,196 | 0.00 | 0.01 | -319,640 | -45.61 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $64,901,604 | 158,482 | 0.00 | 0.00 | 26,721 | 20.28 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $60,500,528 | 161,025 | 0.00 | 0.01 | -120,027 | -42.71 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 4 | $57,743,235 | 577,548 | 0.00 | 0.01 | -140,597 | -19.58 | 12-31-2023 |
