0001062993-20-001826.txt : 20200416
0001062993-20-001826.hdr.sgml : 20200416
20200416150513
ACCESSION NUMBER: 0001062993-20-001826
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200416
DATE AS OF CHANGE: 20200416
EFFECTIVENESS DATE: 20200416
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: 20796092
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
false
0001697300
XXXXXXXX
03-31-2020
03-31-2020
Meridian Wealth Management, LLC
250 W. MAIN STREET, SUITE 3150
LEXINGTON
KY
40507
13F HOLDINGS REPORT
028-17734
N
Niki Dillman
Chief Compliance Officer
(859) 721-2468
Niki Dillman
Lexington
KY
04-16-2020
0
201
225731
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
FACEBOOK INC
CL A
30303M102
1492
8949
SH
SOLE
0
0
8949
MCDONALDS CORP
COM
580135101
326
1979
SH
SOLE
0
0
1979
MICROSOFT CORP
COM
594918104
11395
72258
SH
SOLE
0
0
72258
PEPSICO INC
COM
713448108
599
4989
SH
SOLE
0
0
4989
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
521
5046
SH
SOLE
0
0
5046
VERIZON COMMUNICATIONS INC
COM
92343V104
819
15246
SH
SOLE
0
0
15246
ABBOTT LABS
COM
002824100
907
11503
SH
SOLE
0
0
11503
ADOBE INC
COM
00724F101
1027
3229
SH
SOLE
0
0
3229
ALPHABET INC
CAP STK CL A
02079K305
1430
1231
SH
SOLE
0
0
1231
AMAZON COM INC
COM
023135106
17849
9155
SH
SOLE
0
0
9155
AMERICAN TOWER CORP NEW
COM
03027X100
1355
6223
SH
SOLE
0
0
6223
AMERICAN WTR WKS CO INC NEW
COM
030420103
448
3751
SH
SOLE
0
0
3751
APPLE INC
COM
037833100
8729
34332
SH
SOLE
0
0
34332
BEYOND MEAT INC
COM
08862E109
636
9550
SH
SOLE
0
0
9550
CME GROUP INC
COM
12572Q105
854
4942
SH
SOLE
0
0
4942
COPART INC
COM
217204106
338
4945
SH
SOLE
0
0
4945
COSTCO WHSL CORP NEW
COM
22160K105
1553
5447
SH
SOLE
0
0
5447
DOMINOS PIZZA INC
COM
25754A201
315
975
SH
SOLE
0
0
975
EQUINIX INC
COM
29444U700
347
556
SH
SOLE
0
0
556
INTUITIVE SURGICAL INC
COM NEW
46120E602
1035
2091
SH
SOLE
0
0
2091
INVESCO QQQ TR
UNIT SER 1
46090E103
12862
67557
SH
SOLE
0
0
67557
JPMORGAN CHASE & CO
COM
46625H100
7434
82577
SH
SOLE
0
0
82577
NETFLIX INC
COM
64110L106
2700
7191
SH
SOLE
0
0
7191
NEXTERA ENERGY INC
COM
65339F101
2399
9974
SH
SOLE
0
0
9974
ROKU INC
COM CL A
77543R102
809
9255
SH
SOLE
0
0
9255
S&P GLOBAL INC
COM
78409V104
229
937
SH
SOLE
0
0
937
SALESFORCE COM INC
COM
79466L302
1553
10790
SH
SOLE
0
0
10790
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
3344
15257
SH
SOLE
0
0
15257
TELADOC HEALTH INC
COM
87918A105
1492
9627
SH
SOLE
0
0
9627
UNITEDHEALTH GROUP INC
COM
91324P102
4856
19474
SH
SOLE
0
0
19474
VISA INC
COM CL A
92826C839
2281
14158
SH
SOLE
0
0
14158
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
2138
14633
SH
SOLE
0
0
14633
BANCO SANTANDER SA
ADR
05964H105
530
225789
SH
SOLE
0
0
225789
NVIDIA CORP
COM
67066G104
3416
12960
SH
SOLE
0
0
12960
TESLA INC
COM
88160R101
554
1059
SH
SOLE
0
0
1059
ISHARES TR
CORE S&P500 ETF
464287200
408
1581
SH
SOLE
0
0
1581
ISHARES TR
CORE S&P MCP ETF
464287507
1238
8608
SH
SOLE
0
0
8608
ISHARES TR
MSCI MIN VOL ETF
46429B697
219
4065
SH
SOLE
0
0
4065
ISHARES TR
GLOBAL TECH ETF
464287291
479
2631
SH
SOLE
0
0
2631
ISHARES TR
CORE US AGGBD ET
464287226
306
2657
SH
SOLE
0
0
2657
ISHARES TR
TIPS BD ETF
464287176
219
1859
SH
SOLE
0
0
1859
SPDR SER TR
PRTFLO S&P500 GW
78464A409
593
16611
SH
SOLE
0
0
16611
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
274
6698
SH
SOLE
0
0
6698
VANGUARD INDEX FDS
GROWTH ETF
922908736
1385
8841
SH
SOLE
0
0
8841
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
502
3967
SH
SOLE
0
0
3967
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
275
3393
SH
SOLE
0
0
3393
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
342
4170
SH
SOLE
0
0
4170
VANGUARD INDEX FDS
SMALL CP ETF
922908751
677
5867
SH
SOLE
0
0
5867
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
299
2321
SH
SOLE
0
0
2321
ALPS ETF TR
ALERIAN MLP
00162Q866
270
78680
SH
SOLE
0
0
78680
AT&T INC
COM
00206R102
1703
58431
SH
SOLE
0
0
58431
BOEING CO
COM
097023105
605
4058
SH
SOLE
0
0
4058
CANOPY GROWTH CORP
COM
138035100
287
19999
SH
SOLE
0
0
19999
CATERPILLAR INC DEL
COM
149123101
1367
11789
SH
SOLE
0
0
11789
CHEVRON CORP NEW
COM
166764100
1067
14726
SH
SOLE
0
0
14726
CVS HEALTH CORP
COM
126650100
894
15075
SH
SOLE
0
0
15075
SELECT SECTOR SPDR TR
ENERGY
81369Y506
347
11973
SH
SOLE
0
0
11973
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
671
7579
SH
SOLE
0
0
7579
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
519
23969
SH
SOLE
0
0
23969
ISHARES TR
MSCI EAFE ETF
464287465
1334
24954
SH
SOLE
0
0
24954
ISHARES TR
RUSSELL 2000 ETF
464287655
759
6672
SH
SOLE
0
0
6672
ISHARES TR
U.S. REAL ES ETF
464287739
525
7550
SH
SOLE
0
0
7550
KINDER MORGAN INC DEL
COM
49456B101
747
53704
SH
SOLE
0
0
53704
SPDR S&P 500 ETF TR
TR UNIT
78462F103
13310
51641
SH
SOLE
0
0
51641
WALGREENS BOOTS ALLIANCE INC
COM
931427108
697
15238
SH
SOLE
0
0
15238
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
491
15246
SH
SOLE
0
0
15246
ALTRIA GROUP INC
COM
02209S103
202
5239
SH
SOLE
0
0
5239
MORGAN STANLEY
COM NEW
617446448
416
12250
SH
SOLE
0
0
12250
ALPHABET INC
CAP STK CL C
02079K107
677
583
SH
SOLE
0
0
583
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1011
19373
SH
SOLE
0
0
19373
LOCKHEED MARTIN CORP
COM
539830109
3155
9308
SH
SOLE
0
0
9308
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
949
22532
SH
SOLE
0
0
22532
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1453
28217
SH
SOLE
0
0
28217
DISNEY WALT CO
COM DISNEY
254687106
2815
29149
SH
SOLE
0
0
29149
SPDR SER TR
PORTFOLIO SH TSR
78468R101
529
17226
SH
SOLE
0
0
17226
SPDR SER TR
S&P 400 MDCP GRW
78464A821
255
5972
SH
SOLE
0
0
5972
SPDR SER TR
S&P 600 SMCP GRW
78464A201
213
4627
SH
SOLE
0
0
4627
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
305
4324
SH
SOLE
0
0
4324
ACTIVISION BLIZZARD INC
COM
00507V109
1612
27102
SH
SOLE
0
0
27102
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
510
11578
SH
SOLE
0
0
11578
INTERNATIONAL BUSINESS MACHS
COM
459200101
1474
13288
SH
SOLE
0
0
13288
SERVICENOW INC
COM
81762P102
598
2088
SH
SOLE
0
0
2088
CISCO SYS INC
COM
17275R102
452
11495
SH
SOLE
0
0
11495
BK OF AMERICA CORP
COM
060505104
2592
122133
SH
SOLE
0
0
122133
BP PLC
SPONSORED ADR
055622104
546
22387
SH
SOLE
0
0
22387
BRISTOL-MYERS SQUIBB CO
COM
110122108
1064
19094
SH
SOLE
0
0
19094
GENERAL ELECTRIC CO
COM
369604103
215
27147
SH
SOLE
0
0
27147
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
4567
75577
SH
SOLE
0
0
75577
WALMART INC
COM
931142103
723
6370
SH
SOLE
0
0
6370
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1032
5646
SH
SOLE
0
0
5646
DOW INC
COM
260557103
437
14952
SH
SOLE
0
0
14952
DOMINION ENERGY INC
COM
25746U109
758
10511
SH
SOLE
0
0
10511
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
835
9947
SH
SOLE
0
0
9947
PAYPAL HLDGS INC
COM
70450Y103
791
8264
SH
SOLE
0
0
8264
PFIZER INC
COM
717081103
483
14804
SH
SOLE
0
0
14804
PROCTER & GAMBLE CO
COM
742718109
1873
17025
SH
SOLE
0
0
17025
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
291
1230
SH
SOLE
0
0
1230
PROSHARES TR
PSHS ULT S&P 500
74347R107
381
4291
SH
SOLE
0
0
4291
SHOPIFY INC
CL A
82509L107
432
1038
SH
SOLE
0
0
1038
ABBVIE INC
COM
00287Y109
1935
25409
SH
SOLE
0
0
25409
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
754
34074
SH
SOLE
0
0
34074
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
381
105031
SH
SOLE
0
0
105031
ISHARES TR
SELECT DIVID ETF
464287168
592
8050
SH
SOLE
0
0
8050
ISHARES TR
PFD AND INCM SEC
464288687
335
10548
SH
SOLE
0
0
10548
JOHNSON & JOHNSON
COM
478160104
2543
19398
SH
SOLE
0
0
19398
LUCKIN COFFEE INC
SPONSORED ADS
54951L109
3534
130000
SH
SOLE
0
0
130000
MERCK & CO. INC
COM
58933Y105
530
6897
SH
SOLE
0
0
6897
PROGRESSIVE CORP OHIO
COM
743315103
447
6066
SH
SOLE
0
0
6066
PROSHARES TR
PSHS ULTRA QQQ
74347R206
217
2423
SH
SOLE
0
0
2423
RENAISSANCERE HOLDINGS LTD
COM
G7496G103
480
3220
SH
SOLE
0
0
3220
THE TRADE DESK INC
COM CL A
88339J105
2046
10604
SH
SOLE
0
0
10604
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
410
2113
SH
SOLE
0
0
2113
QUALCOMM INC
COM
747525103
489
7240
SH
SOLE
0
0
7240
RAYTHEON CO
COM NEW
755111507
368
2811
SH
SOLE
0
0
2811
HOME DEPOT INC
COM
437076102
1128
6046
SH
SOLE
0
0
6046
WASTE MGMT INC DEL
COM
94106L109
2520
27232
SH
SOLE
0
0
27232
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
209
2356
SH
SOLE
0
0
2356
CIENA CORP
COM NEW
171779309
537
13511
SH
SOLE
0
0
13511
DIREXION SHS ETF TR
DLY SCOND 3XBU
25459W458
401
4240
SH
SOLE
0
0
4240
PINTEREST INC
CL A
72352L106
195
12651
SH
SOLE
0
0
12651
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
858
14022
SH
SOLE
0
0
14022
COMCAST CORP NEW
CL A
20030N101
375
10917
SH
SOLE
0
0
10917
DEERE & CO
COM
244199105
395
2863
SH
SOLE
0
0
2863
FEDERAL SIGNAL CORP
COM
313855108
331
12155
SH
SOLE
0
0
12155
GLOBAL PMTS INC
COM
37940X102
419
2910
SH
SOLE
0
0
2910
KIMBERLY CLARK CORP
COM
494368103
355
2778
SH
SOLE
0
0
2778
NORFOLK SOUTHERN CORP
COM
655844108
200
1370
SH
SOLE
0
0
1370
SONOCO PRODS CO
COM
835495102
282
6100
SH
SOLE
0
0
6100
SPDR GOLD TRUST
GOLD SHS
78463V107
1274
8611
SH
SOLE
0
0
8611
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
275
8257
SH
SOLE
0
0
8257
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
260
7751
SH
SOLE
0
0
7751
WISDOMTREE TR
YIELD ENHANCD US
97717X511
210
4071
SH
SOLE
0
0
4071
DUKE ENERGY CORP NEW
COM NEW
26441C204
353
4369
SH
SOLE
0
0
4369
FORD MTR CO DEL
COM
345370860
90
18765
SH
SOLE
0
0
18765
COCA COLA CO
COM
191216100
470
10641
SH
SOLE
0
0
10641
DELTA AIR LINES INC DEL
COM NEW
247361702
1361
47725
SH
SOLE
0
0
47725
GILEAD SCIENCES INC
COM
375558103
805
10781
SH
SOLE
0
0
10781
INTEL CORP
COM
458140100
756
13981
SH
SOLE
0
0
13981
MASTEC INC
COM
576323109
504
15426
SH
SOLE
0
0
15426
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
336
16269
SH
SOLE
0
0
16269
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
487
18848
SH
SOLE
0
0
18848
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
230
4247
SH
SOLE
0
0
4247
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1051
13200
SH
SOLE
0
0
13200
UNITED TECHNOLOGIES CORP
COM
913017109
523
5550
SH
SOLE
0
0
5550
SPDR SER TR
AEROSPACE DEF
78464A631
1329
17475
SH
SOLE
0
0
17475
CACI INTL INC
CL A
127190304
553
2621
SH
SOLE
0
0
2621
EXPONENT INC
COM
30214U102
589
8192
SH
SOLE
0
0
8192
ADVANCED MICRO DEVICES INC
COM
007903107
4874
107188
SH
SOLE
0
0
107188
AVISTA CORP
COM
05379B107
502
11832
SH
SOLE
0
0
11832
DOLLAR GEN CORP NEW
COM
256677105
501
3323
SH
SOLE
0
0
3323
EHEALTH INC
COM
28238P109
478
3400
SH
SOLE
0
0
3400
LILLY ELI & CO
COM
532457108
549
3958
SH
SOLE
0
0
3958
GRACO INC
COM
384109104
489
10038
SH
SOLE
0
0
10038
QUALYS INC
COM
74758T303
475
5470
SH
SOLE
0
0
5470
TORO CO
COM
891092108
495
7610
SH
SOLE
0
0
7610
VERTEX PHARMACEUTICALS INC
COM
92532F100
804
3381
SH
SOLE
0
0
3381
WEST PHARMACEUTICAL SVSC INC
COM
955306105
517
3396
SH
SOLE
0
0
3396
INVESCO EXCHANGE-TRADED FD T
SR LN ETF
46138G508
286
14010
SH
SOLE
0
0
14010
AMGEN INC
COM
031162100
202
1000
SH
SOLE
0
0
1000
VANGUARD INDEX FDS
VALUE ETF
922908744
647
7275
SH
SOLE
0
0
7275
BANK NEW YORK MELLON CORP
COM
064058100
326
9697
SH
SOLE
0
0
9697
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
797
24795
SH
SOLE
0
0
24795
GOLDMAN SACHS GROUP INC
COM
38141G104
256
1657
SH
SOLE
0
0
1657
ISHARES TR
RUS 1000 VAL ETF
464287598
222
2242
SH
SOLE
0
0
2242
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
204
1358
SH
SOLE
0
0
1358
TRUIST FINL CORP
COM
89832Q109
386
12539
SH
SOLE
0
0
12539
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
639
14219
SH
SOLE
0
0
14219
FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
500
24741
SH
SOLE
0
0
24741
TYSON FOODS INC
CL A
902494103
277
4792
SH
SOLE
0
0
4792
BLACKROCK MUNIYIELD QLTY FD
COM
09254E103
145
11376
SH
SOLE
0
0
11376
COMMUNITY TR BANCORP INC
COM
204149108
2472
77785
SH
SOLE
0
0
77785
ASTRAZENECA PLC
SPONSORED ADR
046353108
370
8285
SH
SOLE
0
0
8285
CANADIAN NATL RY CO
COM
136375102
529
6826
SH
SOLE
0
0
6826
SOUTHERN CO
COM
842587107
393
7267
SH
SOLE
0
0
7267
AIR PRODS & CHEMS INC
COM
009158106
223
1122
SH
SOLE
0
0
1122
ISHARES GOLD TRUST
ISHARES
464285105
277
18399
SH
SOLE
0
0
18399
ISHARES TR
NATIONAL MUN ETF
464288414
439
3890
SH
SOLE
0
0
3890
BP PRUDHOE BAY RTY TR
UNIT BEN INT
055630107
116
22000
SH
SOLE
0
0
22000
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
750
62254
SH
SOLE
0
0
62254
STARWOOD PPTY TR INC
COM
85571B105
688
67125
SH
SOLE
0
0
67125
ISHARES TR
RUS MID CAP ETF
464287499
283
6566
SH
SOLE
0
0
6566
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
192
14655
SH
SOLE
0
0
14655
WD-40 CO
COM
929236107
393
1960
SH
SOLE
0
0
1960
ISHARES TR
RUS 1000 GRW ETF
464287614
455
3022
SH
SOLE
0
0
3022
REGENERON PHARMACEUTICALS
COM
75886F107
278
570
SH
SOLE
0
0
570
BALL CORP
COM
058498106
265
4100
SH
SOLE
0
0
4100
HUMANA INC
COM
444859102
201
642
SH
SOLE
0
0
642
ISHARES TR
DOW JONES US ETF
464287846
484
3840
SH
SOLE
0
0
3840
CITRIX SYS INC
COM
177376100
224
1584
SH
SOLE
0
0
1584
WEC ENERGY GROUP INC
COM
92939U106
269
3061
SH
SOLE
0
0
3061
TJX COS INC NEW
COM
872540109
208
4352
SH
SOLE
0
0
4352
USD PARTNERS LP
COM UT REP LTD
903318103
210
73200
SH
SOLE
0
0
73200
FIRST MAJESTIC SILVER CORP
COM
32076V103
64
10500
SH
SOLE
0
0
10500
STAMPS COM INC
COM NEW
852857200
292
2250
SH
SOLE
0
0
2250
NUVEEN FLTNG RTE INCM OPP FD
COM SHS
6706EN100
81
11000
SH
SOLE
0
0
11000
INVESCO TR INVT GRADE MUNS
COM
46131M106
132
11000
SH
SOLE
0
0
11000
NUVEEN ARIZONA QLTY MUN INC
COM
67061W104
130
10500
SH
SOLE
0
0
10500
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
143
10434
SH
SOLE
0
0
10434
NEOGEN CORP
COM
640491106
341
5096
SH
SOLE
0
0
5096
VANECK VECTORS ETF TR
AMT FREE LONG MU
92189F536
237
11648
SH
SOLE
0
0
11648
ISHARES TR
MSCI CHINA A
46434V514
272
10000
SH
SOLE
0
0
10000