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
301Altria Group, Inc. 17,8441.2M $
302Casey's General Stores Inc 1,5921.2M $
303Tractor Supply Co 25,3711.1M $
304Vanguard Real Estate ETF 12,8671.1M $
305Alpha Architect 1-3 Month Box 9,6701.1M $
306Texas Instruments Inc 5,7831.1M $
307iShares China Large-Cap ETF 31,1931.1M $
308Fidelity Wise Origin Bitcoin Fund 18,8121.1M $
309Marathon Petroleum Corp 4,5441.1M $
310Eaton Vance Tax-Advantaged Divid Income Fd 45,0661.1M $
311Cambria Shareholder Yield ETF 14,6211.1M $
312Uber Technologies Inc 15,0811.1M $
313Eaton Vance Tax Mn 74,8931.1M $
314iShares Core S&P Total U.S. Stock Market ETF 7,4971.1M $
315FIDELITY COVINGTON TRUST 15,5491.1M $
316Cardinal Health, Inc. 4,9971.1M $
317ServiceNow Inc 10,0191M $
318State Street SPDR Portfolio Ag 40,8841M $
319iShares MSCI EAFE Growth ETF 9,3931M $
320Simpson Manufacturing Co Inc 6,0811M $
321Ishares Gold Trust 11,7831M $
322FIDELITY COVINGTON TRUST 14,7591M $
323Boston Scientific Corp 16,5341M $
324iShares Bitcoin Trust ETF 26,7751M $
325State Street Materials Select Sector SPDR ETF 20,3791M $
326Shell PLC 10,8791M $
327Vanguard Extended Market ETF 4,8951M $
328VanEck ETF Trust 8,303996.7K $
3293M Co 6,800987.5K $
330Adobe Inc 4,061987.1K $
331Yum! Brands Inc 6,313981.5K $
332CAPITAL GROUP MUNICIPAL INCOME ETF 36,010977.7K $
333Twilio Inc 7,735973.2K $
334Schwab Short-Term U.S. Treasury ETF 39,897968.3K $
335Direxion Shares ETF Trust 19,879952.4K $
336United Rentals Inc 1,304949.9K $
337FIDELITY COVINGTON TRUST 10,907943.7K $
338MercadoLibre Inc 545941.9K $
339CoreWeave Inc 12,109938.1K $
340Harbor Commodity All-Weather Strategy ETF 30,143934.7K $
341Ford Motor Co 80,335927.1K $
342Vanguard World Fund 6,340919K $
343WW Grainger Inc 833909K $
344iShares Core MSCI Total International Stock ETF 10,489908.8K $
345Vanguard Bond Index Funds 11,503888.3K $
346SPDR Series Trust 29,373883.3K $
347Cheniere Energy Inc 3,026858.7K $
348Southern Copper Corp 4,988858.2K $
349iShares Core S&P U.S. Growth ETF 5,505853.9K $
350iShares Trust 10,251846.4K $
351SPDR Series Trust 3,301838.4K $
352DaVita Inc 5,406830.8K $
353SPDR Series Trust 26,964829.9K $
354Zimmer Biomet Holdings Inc 9,175829.6K $
355EMCOR Group Inc 1,118825.5K $
356iShares ESG Aware MSCI USA ETF 5,751813.3K $
357Vanguard World Fund 4,093811K $
358Ecolab Inc 3,022804K $
359iShares Trust 18,910803.6K $
360Prologis Inc 6,041798.6K $
361VanEck Rare Earth and Strategi 9,055796.9K $
362ConocoPhillips 6,030796K $
363Lululemon Athletica Inc 5,188794.2K $
364CVS Health Corp 11,042793K $
365iShares MSCI USA Value Factor ETF 5,556790K $
366Realty Income Corp 12,828784.8K $
367Goldman Sachs BDC, Inc. 88,224783.4K $
368Cigna Group/The 2,906775.1K $
369Vanguard Malvern Funds 15,250761.7K $
370PPG Industries Inc 7,089757.6K $
371iShares Trust 6,696757.4K $
372Ishares Gold Trust Micro 16,147754.1K $
373CBRE Group Inc 5,507746K $
374iShares ESG MSCI KLD 400 ETF 6,136743.6K $
375Robinhood Markets Inc 10,703741.7K $
376Newmont Corp 6,761731.9K $
377Illinois Tool Works Inc 2,811731.6K $
378iShares Trust 10,547722.2K $
379VanEck Agribusiness ETF 8,500718.3K $
380Berkshire Hathaway Inc 1718.1K $
381iShares Trust 4,799708K $
382First Trust Exchange-Traded Fund 3,498702.5K $
383SELECT SECTOR SPDR TRUST (THE) 6,333702K $
384iShares Biotechnology ETF 4,151700.9K $
385Colgate-Palmolive Co 8,167696.1K $
386State Street SPDR S&P Dividend ETF 4,757694.3K $
387Alliance Resource Partners LP 25,027692K $
388iShares Core 80/20 Aggressive 7,748685.6K $
389Halliburton Co 17,396678.3K $
390iMGP DBi Managed Futures Strat 22,464677.3K $
391M&T Bank Corp 3,268675.6K $
392Stryker Corp 2,055675.2K $
393Columbia Seligman Premium Technology Growth Fund, Inc. 17,747673.1K $
394FedEx Corp 1,871666.3K $
395State Street SPDR Bloomberg High Yield Bond ETF 6,919662.3K $
396iShares U.S. Financials ETF 5,589657.6K $
397Norfolk Southern Corp 2,290657.4K $
398Quest Diagnostics Inc 3,352657K $
399General Motors Co 8,717656.6K $
400Monster Beverage Corp 9,037654.8K $