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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,608 | -1.30 | 03-31-2024 |
| NORTHROP GRUMMAN CORP | COM | 102 | $3,489,035 | 7,289 | 0.00 | 0.00 | 815 | 12.59 | 03-31-2024 |
| DISNEY WALT CO | COM | 103 | $3,483,682 | 28,473 | 0.00 | 0.00 | -8,622 | -23.24 | 03-31-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 24,373 | 27.81 | 03-31-2024 |
