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Meridian Wealth Management, LLC

Q2 2020 Holdings

Filed 2020-07-15 | 223 holdings | $16.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
AIR Prods & Chems Inc(APD)COM009158106$2731,1310.0%
Spdr SER TR(SLYG)S&P 600 SMCP GRW78464A201$2764,8630.0%
Vanguard Admiral FDS Inc(IVOG)MIDCP 400 GRTH921932869$2782,0000.0%
Ishares Gold Trust(IAUUSD)ISHARES464285105$27816,3990.0%
Pinterest Inc(PINS)CL A72352L106$28512,8750.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2877,2500.0%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$29111,9690.0%
Vanguard Tax-Managed FDS(VEA)FTSE DEV MKT ETF921943858$2917,5150.0%
Citrix SYS Inc(CTXSEUR)COM177376100$2931,9870.0%
Duke Energy Corp New(DUK)COM NEW26441C204$2983,7270.0%
Spdr SER TR(MDYG)S&P 400 MDCP GRW78464A821$2995,5690.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$3053,0570.0%
S&P Global Inc(SPGI)COM78409V104$3079320.0%
Proshares TR(QLD)PSHS ULTRA QQQ74347R206$3142,1320.0%
Dominos Pizza Inc(DPZ)COM25754A201$3178600.0%
Marriott Intl Inc New(MAR)CL A571903202$3173,7000.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$3252,0770.0%
Equinix Inc(EQIX)COM29444U700$3304710.0%
Ishares TR(PFF)PFD AND INCM SEC464288687$3379,7370.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$3444,3780.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$3512,9770.0%
Mcdonalds Corp(MCD)COM580135101$3541,9250.0%
Bank New York Mellon Corp(BK)COM064058100$3549,1770.0%
Invesco Exchange-Traded FD T(BKLN)SR LN ETF46138G508$35616,7030.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$3571,2610.0%
Wd-40 Co(WDFC)COM929236107$3581,8100.0%
Oneok Inc New(OKE)COM682680103$35910,8140.0%
Federal Signal Corp(FSS)COM313855108$36112,1550.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$3687,7410.0%
Southern Co(SO)COM842587107$3727,1840.0%
Ishares TR(IYY)DOW JONES US ETF464287846$3812,4930.0%
Copart Inc(CPRT)COM217204106$3924,7100.0%
Kimberly Clark Corp(KMB)COM494368103$3932,7850.0%
Neogen Corp(NEOG)COM640491106$3955,0960.0%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$4064,8930.0%
Stamps COM Inc(STMP)COM NEW852857200$4132,2500.0%
Deere & Co(DE)COM244199105$4172,6580.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$4277,9750.0%
Truist Finl Corp(TFC)COM89832Q109$43311,5390.0%
Exxon Mobil Corp(XOM)COM30231G102$4369,7690.0%
Proshares TR(SSO)PSHS ULT S&P 50074347R107$4443,5520.0%
Astrazeneca PLC(AZN)SPONSORED ADR046353108$4458,4310.0%
Ehealth Inc(EHTH)COM28238P109$4474,5600.0%
TJX COS Inc New(TJX)COM872540109$4478,8460.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$4493,8910.0%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$4614,8220.0%
Progressive Corp Ohio(PGR)COM743315103$4655,8160.0%
FTI Consulting Inc(FCN)COM302941109$4764,1600.0%
Invesco Exch TRD SLF IDX FD(BSJL)BULSHS 2021 HY46138J809$49021,6160.0%
Global Pmts Inc(GPN)COM37940X102$4942,9150.0%
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