Titelia

Holdings of Meridian Wealth Management, LLC

672 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.4 % of the equity sleeve

Sector breakdown

  • Technology 19.6 %
  • Financials 5.9 %
  • Funds 5.6 %
  • Consumer discretionary 5.4 %
  • Communication 5.1 %
  • Energy 5.0 %
  • Industrials 4.1 %
  • Health care 4.0 %
  • Consumer staples 2.6 %
  • Utilities 0.8 %
  • Real estate 0.2 %
  • Materials 0.2 %
  • Unattributed 41.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.3 %
  • TW 1.0 %
  • NL 0.5 %
  • GB 0.1 %
  • DE 0.0 %
  • KY 0.0 %
  • DK 0.0 %
  • FR 0.0 %
  • IL 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ZA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6552.6B $98.28 %
2TW127.6M $1.03 %
3NL312.3M $0.46 %
4GB53.5M $0.13 %
5DE1576.1K $0.02 %
6KY1533.1K $0.02 %
7DK1483.1K $0.02 %
8FR1329.5K $0.01 %
9IL1325.8K $0.01 %
10JP1239.7K $0.01 %
11AU1157.8K $0.01 %
12ZA1154.4K $0.01 %

Positions

RankCompanySharesValueWeight
101Crowdstrike Holdings Inc 13,6745.3M $
102Schwab Strategic Trust 173,2445.3M $
103FirstEnergy Corp 104,1945.3M $
104Reddit Inc 38,7695.2M $
105Vanguard High Dividend Yield E 35,1855.2M $
106Southern Co/The 53,9775.2M $
107Salesforce Inc 27,7765.2M $
108Amgen Inc 14,5235.1M $
109Legg Mason ETF Investment Trust 125,1425.1M $
110Select Sector Spdr Trust 82,2165M $
111INVESCO EXCHANGE-TRADED FUND TRUST II 20,8445M $
112VanEck Semiconductor ETF 12,6204.8M $
113Emerson Electric Co. 36,1434.7M $
114First Trust SMID Cap Rising Dividend Achievers ETF 119,9044.7M $
115DR Horton Inc 33,8024.6M $
116iShares Trust 47,5194.5M $
117Vanguard FTSE Pacific ETF 45,5964.5M $
118SPDR SERIES TRUST 40,8384.4M $
119WisdomTree Trust 83,1964.4M $
120Vanguard Tax-Exempt Bond Index ETF 86,6704.3M $
121Ishares S&p 100 Etf 13,0244.1M $
122Lamar Advertising Co 32,3304.1M $
123Ares Capital Corp 225,9774.1M $
124Schwab US Dividend Equity ETF 132,2554.1M $
125O'Reilly Automotive Inc 43,5464M $
126iShares MSCI Emerging Markets ETF 69,0843.9M $
127Bloom Energy Corp 28,9203.9M $
128Dimensional ETF Trust 100,3953.9M $
129ETF Series Solutions 92,8573.9M $
130UnitedHealth Group Inc 14,3373.9M $
131Morgan Stanley 23,5643.9M $
132Schwab U.S. Large-Cap ETF 150,6543.9M $
133Global X US Infrastructure Development ETF 74,8333.8M $
134FIDELITY COVINGTON TRUST 18,2223.8M $
135SPDR Series Trust 22,3413.8M $
136Digital Realty Trust Inc 20,8093.7M $
137ING Groep NV 143,6983.7M $
138Axsome Therapeutics Inc 22,0243.7M $
139Applied Materials Inc 10,8123.7M $
140SELECT SECTOR SPDR TRUST (THE) 27,6393.7M $
141BondBloxx ETF Trust 73,7463.7M $
142SPDR INDEX SHARES FUNDS 57,8323.6M $
143Cloudflare Inc 17,2823.6M $
144iShares Russell 1000 Growth ETF 8,3213.6M $
145Ares Management Corp 32,3043.5M $
146Vanguard Short-term Bond Etf 44,8183.5M $
147Invesco S&P 500 Equal Weight ETF 18,2933.5M $
148iShares U.S. Technology ETF 19,3113.5M $
149Lam Research Corp 16,3553.5M $
150Vanguard Mid-Cap ETF 12,1433.5M $
151Coca-Cola Co/The 45,4243.5M $
152iShares Trust 43,3893.5M $
153iShares Trust 39,7023.4M $
154Citigroup Inc 29,7483.4M $
155Marvell Technology Inc 33,7783.3M $
156Bristol-Myers Squibb Co 55,1343.3M $
157Schwab Fundamental U.S. Large Company ETF 119,6023.3M $
158Duke Energy Corp 25,3483.3M $
159Capital Group Growth ETF 82,0843.3M $
160Vanguard FTSE All-World ex-US ETF 43,5113.3M $
161INVESCO EXCHANGE-TRADED FUND TRUST II 53,8813.2M $
162Tidal Trust I 127,6613M $
163State Street SPDR S&P MidCap 400 ETF Trust 4,8793M $
164Amphenol Corp 23,2492.9M $
165Vertiv Holdings Co 11,7012.9M $
166QXO Inc 149,1142.9M $
167Public Service Enterprise Group Inc 35,5522.9M $
168Verizon Communications Inc 55,9322.8M $
169iShares Trust 27,7452.8M $
170Vanguard World Fund 42,9472.8M $
171Lowe's Cos Inc 11,7972.8M $
172Select Sector Spdr Trust 25,4972.8M $
173Lockheed Martin Corp 4,5722.8M $
174S&P Global Inc 6,4842.8M $
175iShares Trust 21,2642.7M $
176Vanguard International Equity Index Funds 49,5712.7M $
177Capital Group Dividend Value ETF 62,1182.6M $
178Select Sector Spdr Trust 52,4652.6M $
179Capital Group Core Bond ETF 98,8322.6M $
180Vanguard Index Funds 14,0082.6M $
181Pfizer Inc 91,5472.6M $
182Darden Restaurants Inc 13,0832.6M $
183Waters Corp 8,5822.6M $
184TJX Cos Inc/The 15,9392.5M $
185State Street Utilities Select Sector SPDR ETF 55,1332.5M $
186Wisdomtree Trust 61,7962.5M $
187Fiserv Inc 45,0402.5M $
188Vanguard Whitehall Funds 26,4992.5M $
189iShares Global 100 ETF 19,9582.4M $
190iShares Trust 105,2882.4M $
191iShares Trust 12,5382.4M $
192Parker-Hannifin Corp 2,6782.4M $
193INVESCO AEROSPACE & DEFEN 14,4022.4M $
194Philip Morris International Inc. 14,3732.4M $
195Boeing Co/The 11,8942.4M $
196Equitable Holdings Inc 63,5922.4M $
197CAPITAL GROUP CORE EQUITY ETF 60,9252.3M $
198United Parcel Service Inc 23,5842.3M $
199Bank of America Corp 47,5392.3M $
200Goldman Sachs Group Inc/The 2,6852.3M $