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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 151 | $359,919 | 4,369 | 0.00 | 0.00 | -1,061 | -19.54 | 12-31-2023 |
| PNC FINL SVCS GROUP INC | COM | 152 | $357,704 | 2,310 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 153 | $356,143 | 1,622 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 154 | $352,105 | 9,340 | 0.00 | 0.00 | -1,671 | -15.18 | 12-31-2023 |
