Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 199 | 600,691,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $67,475,867 | 160,618 | 0.01 | 0.00 | -407 | -0.25 | 03-31-2024 |
| APPLE INC | COM | 2 | $66,303,432 | 386,380 | 0.01 | 0.00 | 5,184 | 1.36 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 26,721 | 20.28 | 03-31-2024 |
| EXXON MOBIL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -140,597 | -19.58 | 03-31-2024 |
