0001062993-19-000505.txt : 20190205
0001062993-19-000505.hdr.sgml : 20190205
20190205135340
ACCESSION NUMBER: 0001062993-19-000505
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190205
DATE AS OF CHANGE: 20190205
EFFECTIVENESS DATE: 20190205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Meridian Wealth Management, LLC
CENTRAL INDEX KEY: 0001697300
IRS NUMBER: 270846572
STATE OF INCORPORATION: KY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17734
FILM NUMBER: 19567276
BUSINESS ADDRESS:
STREET 1: 250 W. MAIN STREET, SUITE 3150
CITY: LEXINGTON
STATE: KY
ZIP: 40507
BUSINESS PHONE: (859) 543-4516
MAIL ADDRESS:
STREET 1: 250 W. MAIN STREET, SUITE 3150
CITY: LEXINGTON
STATE: KY
ZIP: 40507
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
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0001697300
XXXXXXXX
12-31-2018
12-31-2018
Meridian Wealth Management, LLC
250 W. MAIN STREET, SUITE 3150
LEXINGTON
KY
40507
13F HOLDINGS REPORT
028-17734
N
Chrysantha Clark
Compliance Associate
(859) 721-2470
Chrysantha Clark
Lexington
KY
02-04-2019
0
157
169800
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ABBOTT LABS
COM
002824100
426
5885
SH
SOLE
0
0
5885
ABBVIE INC
COM
00287Y109
272
2949
SH
SOLE
0
0
2949
ADOBE INC
COM
00724F101
1054
4658
SH
SOLE
0
0
4658
AES CORP
COM
00130H105
147
10200
SH
SOLE
0
0
10200
AIR PRODS & CHEMS INC
COM
009158106
256
1600
SH
SOLE
0
0
1600
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
307
2241
SH
SOLE
0
0
2241
ALLIANCEBERNSTEIN HOLDING LP
UNIT LTD PARTN
01881G106
207
7560
SH
SOLE
0
0
7560
ALPHABET INC
CAP STK CL C
02079K107
924
892
SH
SOLE
0
0
892
ALPHABET INC
CAP STK CL A
02079K305
1223
1170
SH
SOLE
0
0
1170
ALTRIA GROUP INC
COM
02209S103
1391
28166
SH
SOLE
0
0
28166
AMAZON COM INC
COM
023135106
10198
6790
SH
SOLE
0
0
6790
AMERICAN TOWER CORP NEW
COM
03027X100
418
2645
SH
SOLE
0
0
2645
AMGEN INC
COM
031162100
569
2924
SH
SOLE
0
0
2924
AMICUS THERAPEUTICS INC
COM
03152W109
222
23151
SH
SOLE
0
0
23151
APACHE CORP
COM
037411105
255
9729
SH
SOLE
0
0
9729
APPLE INC
COM
037833100
3598
22808
SH
SOLE
0
0
22808
ARCHER DANIELS MIDLAND CO
COM
039483102
301
7340
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SOLE
0
0
7340
AT&T INC
COM
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1052
36878
SH
SOLE
0
0
36878
BANK AMER CORP
COM
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4016
162981
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SOLE
0
0
162981
BANK NEW YORK MELLON CORP
COM
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9759
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SOLE
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0
9759
BB&T CORP
COM
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540
12461
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SOLE
0
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12461
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1958
9589
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SOLE
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0
9589
BOEING CO
COM
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SH
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0
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BOOKING HLDGS INC
COM
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358
208
SH
SOLE
0
0
208
BP PLC
SPONSORED ADR
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608
16045
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16045
BRISTOL MYERS SQUIBB CO
COM
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1129
21720
SH
SOLE
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0
21720
BROADCOM INC
COM
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441
1733
SH
SOLE
0
0
1733
CANADIAN NATL RY CO
COM
136375102
512
6910
SH
SOLE
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0
6910
CELANESE CORP DEL
COM
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277
3080
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SOLE
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0
3080
CELGENE CORP
COM
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874
13643
SH
SOLE
0
0
13643
CHARTER COMMUNICATIONS INC N
CL A
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323
1134
SH
SOLE
0
0
1134
CHEVRON CORP NEW
COM
166764100
1104
10150
SH
SOLE
0
0
10150
CIGNA CORP NEW
COM
125523100
207
1092
SH
SOLE
0
0
1092
CISCO SYS INC
COM
17275R102
899
20759
SH
SOLE
0
0
20759
CITIGROUP INC
COM NEW
172967424
329
6312
SH
SOLE
0
0
6312
CLOROX CO DEL
COM
189054109
513
3327
SH
SOLE
0
0
3327
CME GROUP INC
COM CL A
12572Q105
3267
17368
SH
SOLE
0
0
17368
COHBAR INC
COM
19249J109
56
18000
SH
SOLE
0
0
18000
COMCAST CORP NEW
CL A
20030N101
537
15762
SH
SOLE
0
0
15762
COMMUNITY TR BANCORP INC
COM
204149108
3081
77785
SH
SOLE
0
0
77785
CONOCOPHILLIPS
COM
20825C104
873
13997
SH
SOLE
0
0
13997
CSX CORP
COM
126408103
550
8847
SH
SOLE
0
0
8847
CVS HEALTH CORP
COM
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804
12274
SH
SOLE
0
0
12274
DEERE & CO
COM
244199105
376
2518
SH
SOLE
0
0
2518
DISCOVERY INC
COM SER A
25470F104
317
12820
SH
SOLE
0
0
12820
DISNEY WALT CO
COM DISNEY
254687106
597
5445
SH
SOLE
0
0
5445
DOMINION ENERGY INC
COM
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663
9274
SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
359
4162
SH
SOLE
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ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
174
13202
SH
SOLE
0
0
13202
LAUDER ESTEE COS INC
CL A
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230
1770
SH
SOLE
0
0
1770
EXTREME NETWORKS INC
COM
30226D106
122
20000
SH
SOLE
0
0
20000
EXXON MOBIL CORP
COM
30231G102
325
4770
SH
SOLE
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4770
FACEBOOK INC
CL A
30303M102
1323
10092
SH
SOLE
0
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10092
FIVE BELOW INC
COM
33829M101
220
2148
SH
SOLE
0
0
2148
FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
268
13166
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FORD MTR CO DEL
COM PAR $0.01
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155
20265
SH
SOLE
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0
20265
GENERAL ELECTRIC CO
COM
369604103
89
11749
SH
SOLE
0
0
11749
GILEAD SCIENCES INC
COM
375558103
459
7342
SH
SOLE
0
0
7342
GLOBAL PMTS INC
COM
37940X102
309
2995
SH
SOLE
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0
2995
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
1324
26328
SH
SOLE
0
0
26328
GOLDMAN SACHS GROUP INC
COM
38141G104
226
1355
SH
SOLE
0
0
1355
GREENBRIER COS INC
COM
393657101
311
7863
SH
SOLE
0
0
7863
HOME DEPOT INC
COM
437076102
912
5305
SH
SOLE
0
0
5305
ILLUMINA INC
COM
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213
710
SH
SOLE
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0
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INTEL CORP
COM
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21739
SH
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INTERNATIONAL BUSINESS MACHS
COM
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2969
SH
SOLE
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2969
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
256
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SOLE
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0
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INTUITIVE SURGICAL INC
COM NEW
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SH
SOLE
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10096
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PFD ETF
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344
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25554
INVESCO EXCHNG TRADED FD TR
S&P 500 EX RAT
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479
10790
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10790
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S&P500 EQL WGT
46137V357
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BULSHS 2020 CB
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BULSHS 2022 HY
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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423
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INVESCO EXCHNG TRADED FD TR
NATL AMT MUNI
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INVESCO QQQ TR
UNIT SER 1
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ISHARES INC
CORE MSCI EMKT
46434G103
295
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SH
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
GLOBAL TECH ETF
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2804
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ISHARES INC
EM MKTS DIV ETF
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ISHARES TR
NATIONAL MUN ETF
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276
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ISHARES TR
S&P MC 400GR ETF
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235
1230
SH
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1230
ISHARES TR
S&P MC 400VL ETF
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2208
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2208
ISHARES TR
0-5YR HI YL CP
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SH
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0
6445
ISHARES TR
3 7 YR TREAS BD
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219
1800
SH
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0
1800
ISHARES TR
CORE MSCI EAFE
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285
5189
SH
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0
5189
ISHARES TR
CORE S&P500 ETF
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305
1213
SH
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0
0
1213
ISHARES TR
HDG MSCI JAPAN
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334
11895
SH
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11895
ISHARES TR
MSCI EAFE ETF
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479
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SH
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0
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ISHARES TR
RUS 1000 GRW ETF
464287614
405
3091
SH
SOLE
0
0
3091
ISHARES TR
RUS 1000 VAL ETF
464287598
251
2258
SH
SOLE
0
0
2258
ISHARES TR
RUSSELL 2000 ETF
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403
3006
SH
SOLE
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0
3006
ISHARES TR
RUS MID CAP ETF
464287499
412
8853
SH
SOLE
0
0
8853
ISHARES TR
RUS MDCP VAL ETF
464287473
316
4144
SH
SOLE
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0
4144
ISHARES TR
S&P US PFD STK
464288687
322
9420
SH
SOLE
0
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9420
ISHARES TR
SELECT DIVID ETF
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707
7917
SH
SOLE
0
0
7917
JOHNSON & JOHNSON
COM
478160104
1583
12265
SH
SOLE
0
0
12265
JPMORGAN CHASE & CO
COM
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71734
SH
SOLE
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0
71734
KRANESHARES TR
CSI CHI INTERNET
500767306
389
10375
SH
SOLE
0
0
10375
LOCKHEED MARTIN CORP
COM
539830109
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4764
SH
SOLE
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MARATHON PETE CORP
COM
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1944
32939
SH
SOLE
0
0
32939
MCCORMICK & CO INC
COM NON VTG
579780206
245
1761
SH
SOLE
0
0
1761
MICROSOFT CORP
COM
594918104
4111
40471
SH
SOLE
0
0
40471
MORGAN STANLEY
COM NEW
617446448
1644
41462
SH
SOLE
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0
41462
NETFLIX INC
COM
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35074
SH
SOLE
0
0
35074
NEXTERA ENERGY INC
COM
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1391
8005
SH
SOLE
0
0
8005
NORFOLK SOUTHERN CORP
COM
655844108
211
1410
SH
SOLE
0
0
1410
NVIDIA CORP
COM
67066G104
1135
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SH
SOLE
0
0
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ONEOK INC NEW
COM
682680103
533
9881
SH
SOLE
0
0
9881
OPPENHEIMER ETF TR
S&P ULTRA DIVIDE
68386C401
458
13675
SH
SOLE
0
0
13675
PAYPAL HLDGS INC
COM
70450Y103
712
8464
SH
SOLE
0
0
8464
PEPSICO INC
COM
713448108
522
4724
SH
SOLE
0
0
4724
PFIZER INC
COM
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579
13269
SH
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0
13269
PROCTER AND GAMBLE CO
COM
742718109
859
9350
SH
SOLE
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0
9350
PROGRESSIVE CORP OHIO
COM
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641
10631
SH
SOLE
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0
10631
PROSHARES TR
RUSS 2000 DIVD
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SH
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0
20798
PROSHARES TR
PSHS ULT S&P 500
74347R107
354
3817
SH
SOLE
0
0
3817
SALESFORCE COM INC
COM
79466L302
582
4248
SH
SOLE
0
0
4248
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
356
15139
SH
SOLE
0
0
15139
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
662
23363
SH
SOLE
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0
23363
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
5812
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SH
SOLE
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0
96974
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
540
11505
SH
SOLE
0
0
11505
SCHWAB STRATEGIC TR
US MID-CAP ETF
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SH
SOLE
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0
26197
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1818
29955
SH
SOLE
0
0
29955
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
884
12830
SH
SOLE
0
0
12830
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
905
15157
SH
SOLE
0
0
15157
SERVICENOW INC
COM
81762P102
321
1802
SH
SOLE
0
0
1802
SIRIUS XM HLDGS INC
COM
82968B103
61
10625
SH
SOLE
0
0
10625
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
2958
12684
SH
SOLE
0
0
12684
SPDR GOLD TRUST
GOLD SHS
78463V107
422
3484
SH
SOLE
0
0
3484
SPDR S&P 500 ETF TR
TR UNIT
78462F103
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37741
SH
SOLE
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0
37741
SPDR SERIES TRUST
AEROSPACE DEF
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429
5431
SH
SOLE
0
0
5431
SPDR SER TR
PORTFOLIO SH TSR
78468R101
346
11711
SH
SOLE
0
0
11711
SQUARE INC
CL A
852234103
251
4478
SH
SOLE
0
0
4478
TESLA INC
COM
88160R101
206
620
SH
SOLE
0
0
620
COCA COLA CO
COM
191216100
273
5766
SH
SOLE
0
0
5766
TIVO CORP
COM
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107
11401
SH
SOLE
0
0
11401
UNITED CONTL HLDGS INC
COM
910047109
329
3930
SH
SOLE
0
0
3930
UNITED PARCEL SERVICE INC
CL B
911312106
327
3351
SH
SOLE
0
0
3351
UNITED RENTALS INC
COM
911363109
328
3197
SH
SOLE
0
0
3197
UNITEDHEALTH GROUP INC
COM
91324P102
4518
18137
SH
SOLE
0
0
18137
USD PARTNERS LP
COM UT REP LTD
903318103
386
36955
SH
SOLE
0
0
36955
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
276
6065
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SOLE
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6065
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
392
5026
SH
SOLE
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0
5026
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
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SOLE
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1873
VANGUARD INDEX FDS
GROWTH ETF
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7942
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7942
VANGUARD INDEX FDS
SMALL CP ETF
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4866
SH
SOLE
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4866
VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
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2198
VANGUARD MUN BD FD INC
TAX EXEMPT BD
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5025
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SOLE
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5025
VANGUARD GROUP
DIV APP ETF
921908844
667
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VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
2432
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SOLE
0
0
15146
VERIZON COMMUNICATIONS INC
COM
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589
10471
SH
SOLE
0
0
10471
VISA INC
COM CL A
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2452
18581
SH
SOLE
0
0
18581
WALMART INC
COM
931142103
240
2571
SH
SOLE
0
0
2571
WASTE MGMT INC DEL
COM
94106L109
619
6961
SH
SOLE
0
0
6961
WD-40 CO
COM
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268
1460
SH
SOLE
0
0
1460
WILLIAMS COS INC DEL
COM
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SH
SOLE
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