0001062993-19-004242.txt : 20191108
0001062993-19-004242.hdr.sgml : 20191108
20191108101018
ACCESSION NUMBER: 0001062993-19-004242
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191108
DATE AS OF CHANGE: 20191108
EFFECTIVENESS DATE: 20191108
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: 191202655
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
09-30-2019
09-30-2019
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
11-07-2019
0
200
212423
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ABBVIE INC
COM
00287Y109
290
3834
SH
SOLE
0
0
3834
ADOBE INC
COM
00724F101
880
3187
SH
SOLE
0
0
3187
ADVANCED MICRO DEVICES INC
COM
007903107
691
23824
SH
SOLE
0
0
23824
AGNICO EAGLE MINES LTD
COM
008474108
306
5704
SH
SOLE
0
0
5704
ALEXION PHARMACEUTICALS INC
COM
015351109
295
3004
SH
SOLE
0
0
3004
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
278
1664
SH
SOLE
0
0
1664
ALLIANCEBERNSTEIN HOLDING LP
UNIT LTD PARTN
01881G106
210
7155
SH
SOLE
0
0
7155
ALPHABET INC
CAP STK CL C
02079K107
663
544
SH
SOLE
0
0
544
ALPHABET INC
CAP STK CL A
02079K305
1375
1126
SH
SOLE
0
0
1126
ALTRIA GROUP INC
COM
02209S103
226
5537
SH
SOLE
0
0
5537
AMAZON COM INC
COM
023135106
12605
7261
SH
SOLE
0
0
7261
AMERICAN EXPRESS CO
COM
025816109
369
3123
SH
SOLE
0
0
3123
AMERICAN TOWER CORP NEW
COM
03027X100
929
4200
SH
SOLE
0
0
4200
AMERICAN WTR WKS CO INC NEW
COM
030420103
461
3713
SH
SOLE
0
0
3713
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
6601
69371
SH
SOLE
0
0
69371
APPLE INC
COM
037833100
10461
46701
SH
SOLE
0
0
46701
ARCONIC INC
COM
03965L100
329
12650
SH
SOLE
0
0
12650
ASTRAZENECA PLC
SPONSORED ADR
046353108
384
8610
SH
SOLE
0
0
8610
AT&T INC
COM
00206R102
880
23253
SH
SOLE
0
0
23253
BALL CORP
COM
058498106
271
3725
SH
SOLE
0
0
3725
BANK AMER CORP
COM
060505104
4826
165413
SH
SOLE
0
0
165413
BANK NEW YORK MELLON CORP
COM
064058100
428
9458
SH
SOLE
0
0
9458
BB&T CORP
COM
054937107
665
12461
SH
SOLE
0
0
12461
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1088
5232
SH
SOLE
0
0
5232
BEYOND MEAT INC
COM
08862E109
570
3837
SH
SOLE
0
0
3837
BOEING CO
COM
097023105
4218
11087
SH
SOLE
0
0
11087
BOOKING HLDGS INC
COM
09857L108
440
224
SH
SOLE
0
0
224
BP PLC
SPONSORED ADR
055622104
827
21774
SH
SOLE
0
0
21774
BRISTOL MYERS SQUIBB CO
COM
110122108
466
9189
SH
SOLE
0
0
9189
CACI INTL INC
CL A
127190304
297
1286
SH
SOLE
0
0
1286
CANADIAN NATL RY CO
COM
136375102
629
7005
SH
SOLE
0
0
7005
CARMAX INC
COM
143130102
404
4594
SH
SOLE
0
0
4594
CATERPILLAR INC DEL
COM
149123101
316
2503
SH
SOLE
0
0
2503
CBRE GROUP INC
CL A
12504L109
232
4385
SH
SOLE
0
0
4385
CELANESE CORP DEL
COM
150870103
375
3070
SH
SOLE
0
0
3070
CELGENE CORP
COM
151020104
685
6895
SH
SOLE
0
0
6895
CHEGG INC
COM
163092109
221
7374
SH
SOLE
0
0
7374
CHEVRON CORP NEW
COM
166764100
954
8045
SH
SOLE
0
0
8045
CHIPOTLE MEXICAN GRILL INC
COM
169656105
229
272
SH
SOLE
0
0
272
CIENA CORP
COM NEW
171779309
411
10466
SH
SOLE
0
0
10466
CISCO SYS INC
COM
17275R102
527
10660
SH
SOLE
0
0
10660
CITIGROUP INC
COM NEW
172967424
392
5672
SH
SOLE
0
0
5672
CME GROUP INC
COM
12572Q105
1098
5196
SH
SOLE
0
0
5196
COCA COLA CO
COM
191216100
378
6944
SH
SOLE
0
0
6944
COHBAR INC
COM
19249J109
30
22961
SH
SOLE
0
0
22961
COMCAST CORP NEW
CL A
20030N101
556
12305
SH
SOLE
0
0
12305
COMMUNITY TR BANCORP INC
COM
204149108
3312
77785
SH
SOLE
0
0
77785
COPART INC
COM
217204106
327
4070
SH
SOLE
0
0
4070
COSTCO WHSL CORP NEW
COM
22160K105
452
1570
SH
SOLE
0
0
1570
CROWN CASTLE INTL CORP NEW
COM
22822V101
422
3036
SH
SOLE
0
0
3036
CVR ENERGY INC
COM
12662P108
312
7095
SH
SOLE
0
0
7095
CVS HEALTH CORP
COM
126650100
440
6972
SH
SOLE
0
0
6972
CYRUSONE INC
COM
23283R100
423
5344
SH
SOLE
0
0
5344
D R HORTON INC
COM
23331A109
557
10564
SH
SOLE
0
0
10564
DEERE & CO
COM
244199105
492
2918
SH
SOLE
0
0
2918
DIREXION SHS ETF TR
DLY SCOND 3XBU
25459W458
211
1240
SH
SOLE
0
0
1240
DISNEY WALT CO
COM DISNEY
254687106
6285
48225
SH
SOLE
0
0
48225
DOMINION ENERGY INC
COM
25746U109
846
10439
SH
SOLE
0
0
10439
DUKE ENERGY CORP NEW
COM NEW
26441C204
314
3271
SH
SOLE
0
0
3271
EDWARDS LIFESCIENCES CORP
COM
28176E108
668
3038
SH
SOLE
0
0
3038
EQUINIX INC
COM
29444U700
234
406
SH
SOLE
0
0
406
EXACT SCIENCES CORP
COM
30063P105
611
6758
SH
SOLE
0
0
6758
EXXON MOBIL CORP
COM
30231G102
277
3916
SH
SOLE
0
0
3916
FACEBOOK INC
CL A
30303M102
1666
9357
SH
SOLE
0
0
9357
FEDERAL SIGNAL CORP
COM
313855108
403
12320
SH
SOLE
0
0
12320
FIVE BELOW INC
COM
33829M101
236
1873
SH
SOLE
0
0
1873
FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
617
23652
SH
SOLE
0
0
23652
FORD MTR CO DEL
COM
345370860
171
18623
SH
SOLE
0
0
18623
GLOBAL PMTS INC
COM
37940X102
649
4080
SH
SOLE
0
0
4080
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
1637
27328
SH
SOLE
0
0
27328
GOLDMAN SACHS GROUP INC
COM
38141G104
229
1103
SH
SOLE
0
0
1103
GUARDANT HEALTH INC
COM
40131M109
648
10150
SH
SOLE
0
0
10150
HEALTH INS INNOVATIONS INC
COM CL A
42225K106
275
11000
SH
SOLE
0
0
11000
HEICO CORP NEW
COM
422806109
451
3612
SH
SOLE
0
0
3612
HOME DEPOT INC
COM
437076102
1277
5503
SH
SOLE
0
0
5503
INSULET CORP
COM
45784P101
731
4432
SH
SOLE
0
0
4432
INTEL CORP
COM
458140100
511
9917
SH
SOLE
0
0
9917
INTERNATIONAL BUSINESS MACHS
COM
459200101
519
3571
SH
SOLE
0
0
3571
INTUITIVE SURGICAL INC
COM NEW
46120E602
1188
2201
SH
SOLE
0
0
2201
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
271
11125
SH
SOLE
0
0
11125
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1037
9591
SH
SOLE
0
0
9591
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
169
11262
SH
SOLE
0
0
11262
INVESCO EXCHNG TRADED FD TR
NATL AMT MUNI
46138E537
301
11341
SH
SOLE
0
0
11341
INVESCO QQQ TR
UNIT SER 1
46090E103
12976
68724
SH
SOLE
0
0
68724
ISHARES INC
CORE MSCI EMKT
46434G103
367
7484
SH
SOLE
0
0
7484
ISHARES TR
MSCI EMG MKT ETF
464287234
201
4910
SH
SOLE
0
0
4910
ISHARES TR
RUSSELL 3000 ETF
464287689
219
1262
SH
SOLE
0
0
1262
ISHARES TR
0-5YR HI YL CP
46434V407
234
5035
SH
SOLE
0
0
5035
ISHARES TR
TIPS BD ETF
464287176
238
2048
SH
SOLE
0
0
2048
ISHARES TR
CORE US AGGBD ET
464287226
264
2335
SH
SOLE
0
0
2335
ISHARES TR
S&P MC 400GR ETF
464287606
277
1236
SH
SOLE
0
0
1236
ISHARES TR
RUS 1000 VAL ETF
464287598
282
2201
SH
SOLE
0
0
2201
ISHARES TR
S&P MC 400VL ETF
464287705
319
1995
SH
SOLE
0
0
1995
ISHARES TR
PFD AND INCM SEC
464288687
333
8868
SH
SOLE
0
0
8868
ISHARES TR
CORE S&P MCP ETF
464287507
344
1780
SH
SOLE
0
0
1780
ISHARES TR
CORE S&P500 ETF
464287200
383
1284
SH
SOLE
0
0
1284
ISHARES TR
RUSSELL 2000 ETF
464287655
440
2910
SH
SOLE
0
0
2910
ISHARES TR
MRGSTR MD CP GRW
464288307
462
1898
SH
SOLE
0
0
1898
ISHARES TR
CORE MSCI EAFE
46432F842
482
7892
SH
SOLE
0
0
7892
ISHARES TR
RUS 1000 GRW ETF
464287614
492
3082
SH
SOLE
0
0
3082
ISHARES TR
GLOBAL TECH ETF
464287291
497
2684
SH
SOLE
0
0
2684
ISHARES TR
NATIONAL MUN ETF
464288414
512
4489
SH
SOLE
0
0
4489
ISHARES TR
MSCI EAFE ETF
464287465
522
7999
SH
SOLE
0
0
7999
ISHARES TR
RUS MID CAP ETF
464287499
533
9524
SH
SOLE
0
0
9524
ISHARES TR
SELECT DIVID ETF
464287168
786
7713
SH
SOLE
0
0
7713
JOHNSON & JOHNSON
COM
478160104
1403
10845
SH
SOLE
0
0
10845
JPMORGAN CHASE & CO
COM
46625H100
8748
74326
SH
SOLE
0
0
74326
KEURIG DR PEPPER INC
COM
49271V100
3707
135704
SH
SOLE
0
0
135704
KIMBERLY CLARK CORP
COM
494368103
399
2808
SH
SOLE
0
0
2808
KINDER MORGAN INC DEL
COM
49456B101
293
14195
SH
SOLE
0
0
14195
KLA CORPORATION
COM NEW
482480100
335
2101
SH
SOLE
0
0
2101
LAUDER ESTEE COS INC
CL A
518439104
425
2135
SH
SOLE
0
0
2135
LEXINFINTECH HLDGS LTD
ADR
528877103
125
12455
SH
SOLE
0
0
12455
LOCKHEED MARTIN CORP
COM
539830109
2535
6496
SH
SOLE
0
0
6496
MARATHON PETE CORP
COM
56585A102
1435
23618
SH
SOLE
0
0
23618
MASTERCARD INC
CL A
57636Q104
481
1771
SH
SOLE
0
0
1771
MCDONALDS CORP
COM
580135101
384
1788
SH
SOLE
0
0
1788
METTLER TOLEDO INTERNATIONAL
COM
592688105
220
312
SH
SOLE
0
0
312
MICROSOFT CORP
COM
594918104
5834
41952
SH
SOLE
0
0
41952
MORGAN STANLEY
COM NEW
617446448
484
11350
SH
SOLE
0
0
11350
MSCI INC
COM
55354G100
379
1739
SH
SOLE
0
0
1739
NETFLIX INC
COM
64110L106
7705
28791
SH
SOLE
0
0
28791
NEXTERA ENERGY INC
COM
65339F101
2013
8641
SH
SOLE
0
0
8641
NORFOLK SOUTHERN CORP
COM
655844108
246
1370
SH
SOLE
0
0
1370
NVIDIA CORP
COM
67066G104
406
2332
SH
SOLE
0
0
2332
ONEMAIN HLDGS INC
COM
68268W103
322
8792
SH
SOLE
0
0
8792
ONEOK INC NEW
COM
682680103
841
11410
SH
SOLE
0
0
11410
PAYPAL HLDGS INC
COM
70450Y103
964
9308
SH
SOLE
0
0
9308
PEPSICO INC
COM
713448108
730
5323
SH
SOLE
0
0
5323
PFIZER INC
COM
717081103
447
12440
SH
SOLE
0
0
12440
PHILIP MORRIS INTL INC
COM
718172109
214
2819
SH
SOLE
0
0
2819
PINTEREST INC
CL A
72352L106
288
10896
SH
SOLE
0
0
10896
PRICE T ROWE GROUP INC
COM
74144T108
390
3412
SH
SOLE
0
0
3412
PROCTER & GAMBLE CO
COM
742718109
963
7743
SH
SOLE
0
0
7743
PROGRESSIVE CORP OHIO
COM
743315103
866
11207
SH
SOLE
0
0
11207
PROSHARES TR
PSHS ULT S&P 500
74347R107
312
2425
SH
SOLE
0
0
2425
PULTE GROUP INC
COM
745867101
452
12372
SH
SOLE
0
0
12372
ROKU INC
COM CL A
77543R102
558
5479
SH
SOLE
0
0
5479
ROPER TECHNOLOGIES INC
COM
776696106
577
1617
SH
SOLE
0
0
1617
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
205
1890
SH
SOLE
0
0
1890
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
241
4019
SH
SOLE
0
0
4019
SAIA INC
COM
78709Y105
329
3508
SH
SOLE
0
0
3508
SALESFORCE COM INC
COM
79466L302
780
5255
SH
SOLE
0
0
5255
SANTANDER CONSUMER USA HDG I
COM
80283M101
331
12958
SH
SOLE
0
0
12958
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
388
15446
SH
SOLE
0
0
15446
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
627
11443
SH
SOLE
0
0
11443
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
725
22766
SH
SOLE
0
0
22766
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1065
15022
SH
SOLE
0
0
15022
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1075
12795
SH
SOLE
0
0
12795
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1328
23481
SH
SOLE
0
0
23481
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1945
27897
SH
SOLE
0
0
27897
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
6637
93453
SH
SOLE
0
0
93453
SERVICENOW INC
COM
81762P102
712
2804
SH
SOLE
0
0
2804
SHERWIN WILLIAMS CO
COM
824348106
201
366
SH
SOLE
0
0
366
SHOPIFY INC
CL A
82509L107
254
815
SH
SOLE
0
0
815
SIRIUS XM HLDGS INC
COM
82968B103
66
10562
SH
SOLE
0
0
10562
SONOCO PRODS CO
COM
835495102
364
6250
SH
SOLE
0
0
6250
SOUTHERN CO
COM
842587107
331
5353
SH
SOLE
0
0
5353
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
2789
10362
SH
SOLE
0
0
10362
SPDR GOLD TRUST
GOLD SHS
78463V107
1236
8900
SH
SOLE
0
0
8900
SPDR S&P 500 ETF TR
TR UNIT
78462F103
11447
38573
SH
SOLE
0
0
38573
SPDR SERIES TRUST
PRTFLO S&P500 GW
78464A409
301
7749
SH
SOLE
0
0
7749
SPDR SERIES TRUST
AEROSPACE DEF
78464A631
345
3225
SH
SOLE
0
0
3225
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
590
19662
SH
SOLE
0
0
19662
SQUARE INC
CL A
852234103
988
15949
SH
SOLE
0
0
15949
STARBUCKS CORP
COM
855244109
356
4022
SH
SOLE
0
0
4022
TEXAS INSTRS INC
COM
882508104
221
1709
SH
SOLE
0
0
1709
TJX COS INC NEW
COM
872540109
229
4112
SH
SOLE
0
0
4112
TOTAL S A
SPONSORED ADS
89151E109
222
4271
SH
SOLE
0
0
4271
TRANSDIGM GROUP INC
COM
893641100
231
444
SH
SOLE
0
0
444
TWILIO INC
CL A
90138F102
209
1903
SH
SOLE
0
0
1903
UNDER ARMOUR INC
CL A
904311107
431
21599
SH
SOLE
0
0
21599
UNION PACIFIC CORP
COM
907818108
211
1301
SH
SOLE
0
0
1301
UNITED PARCEL SERVICE INC
CL B
911312106
440
3672
SH
SOLE
0
0
3672
UNITED TECHNOLOGIES CORP
COM
913017109
256
1875
SH
SOLE
0
0
1875
UNITEDHEALTH GROUP INC
COM
91324P102
3763
17317
SH
SOLE
0
0
17317
USD PARTNERS LP
COM UT REP LTD
903318103
386
36955
SH
SOLE
0
0
36955
VANECK VECTORS ETF TR
AMT FREE LONG MU
92189F536
215
10148
SH
SOLE
0
0
10148
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
914
18220
SH
SOLE
0
0
18220
VANGUARD ADMIRAL FDS INC
MIDCP 400 GRTH
921932869
225
1616
SH
SOLE
0
0
1616
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
313
3878
SH
SOLE
0
0
3878
VANGUARD GROUP
DIV APP ETF
921908844
639
5342
SH
SOLE
0
0
5342
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
213
1887
SH
SOLE
0
0
1887
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
228
1255
SH
SOLE
0
0
1255
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
336
2227
SH
SOLE
0
0
2227
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
340
2636
SH
SOLE
0
0
2636
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
696
2554
SH
SOLE
0
0
2554
VANGUARD INDEX FDS
VALUE ETF
922908744
824
7379
SH
SOLE
0
0
7379
VANGUARD INDEX FDS
SMALL CP ETF
922908751
866
5630
SH
SOLE
0
0
5630
VANGUARD INDEX FDS
GROWTH ETF
922908736
1303
7837
SH
SOLE
0
0
7837
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
358
7164
SH
SOLE
0
0
7164
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
480
11932
SH
SOLE
0
0
11932
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
271
5045
SH
SOLE
0
0
5045
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
329
8006
SH
SOLE
0
0
8006
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
370
4167
SH
SOLE
0
0
4167
VERIZON COMMUNICATIONS INC
COM
92343V104
700
11596
SH
SOLE
0
0
11596
VISA INC
COM CL A
92826C839
2652
15415
SH
SOLE
0
0
15415
VULCAN MATLS CO
COM
929160109
359
2374
SH
SOLE
0
0
2374
WALMART INC
COM
931142103
341
2875
SH
SOLE
0
0
2875
WASTE MGMT INC DEL
COM
94106L109
1615
14047
SH
SOLE
0
0
14047