Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH ADVISORS LLC | 02-06-2024 | 12-31-2023 | 177 | 456,683,040 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 101 | $737,466 | 3,109 | 0.00 | 0.00 | 301 | 10.72 | 12-31-2023 |
| META PLATFORMS INC | CL A | 102 | $724,557 | 2,047 | 0.00 | 0.00 | -26 | -1.25 | 12-31-2023 |
| DANAHER CORPORATION | COM | 103 | $711,371 | 3,075 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKSTONE INC | COM | 104 | $685,367 | 5,235 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
