Hedge Fund Database

MERIDIAN WEALTH MANAGEMENT, LLC

Adviser information for MERIDIAN WEALTH MANAGEMENT, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Kentucky, United States

Employees

Total Number of Employees 37
Investment Advisory/Research 29
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 29
Licensed Agents of an Insurance Company 15
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8,096 $2.9B
Non-Discretionary 360 $31.0M
Total 8,456 $2.9B

Clients

Type Number RAUM
Individuals 2,528 $1.7B
HNW Individuals 356 $881.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 13 $685,942
Charitable organizations 22 $283.5M
State or municipal gov entities 0 $0
Other investment advisers <5 $1,135
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 23 $32.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 7.0M
Portfolio Manager to Program Sponsor
MERIDIAN STRATEGIC WRAP PROGRAM MERIDIAN WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number 801-70676
SEC ERA File Number 801-70676
SEC CIK Numbers 1697300
SEC CRD Numbers 151523
Legal Entity Identifier None

Principal Office

100 W MAIN STREET
SUITE 450
LEXINGTON
KY
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 859-543-4516, Fax: 859-543-4523

Websites

www.instagram.com/meridianwealthllc www.facebook.com/meridianwealthllc www.youtube.com/channel/uc29h292dkip8y-_srbfm8-g meridianwealthllc.com/ www.linkedin.com/company/meridian-wealth-management-llc-inc

Chief Compliance Officer

JILL VEENSTRA
CHIEF COMPLIANCE OFFICER
44 MILTON AVENUE
314
ALPHARETTA
GA
United States
Tel: (404) 301-4490
(Full email address available in API data)

Regulatory Contact

GREGORY COUCH
MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
100 W MAIN STREET
SUITE 450
LEXINGTON
KY
United States
Tel: 859-543-4516
Fax: 859-543-4523
(Full email address available in API data)

Industry Affiliates

MERIDIAN INSURANCE LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
COUCH, GREGORY, WAYNE Individual – MANAGING MEMBER/CHIEF EXECUTIVE OFFICER 08/2009 > 75%
COUCH, TIMOTHY, SCOTT Individual – MEMBER 08/2009 5-10%
IVISIONARY DIVERSIFIED HOLDINGS LLC Domestic Entity – MEMBER 11/2017 10-25%
Dawahare, Stephen Individual IVISIONARY DIVERSIFIED HOLDINGS LLC MANAGING MEMBER 07/2013 > 75%
FERNANDEZ LEE, NATALIE, ANN Individual – PRESIDENT 03/2021 < 5%
NORDEN, CHARLES, ANDREW Individual – CHIEF OPERATING OFFICER 03/2021 < 5%
VEENSTRA, JILL, ANNE Individual – CHIEF COMPLIANCE OFFICER 08/2023 < 5%

No. Employees, Historic

40200201920202021202220232024202521 on 5/15/201921 on 9/9/201921 on 10/2/201921 on 10/2/201921 on 10/4/201921 on 10/4/201921 on 10/4/201921 on 10/7/201921 on 10/16/201921 on 12/6/201921 on 2/6/202021 on 2/14/202030 on 3/26/202030 on 5/19/202030 on 6/9/202030 on 6/9/202030 on 1/2/202130 on 1/13/202132 on 3/25/202132 on 4/13/202132 on 4/13/202132 on 8/17/202132 on 1/18/202237 on 3/25/202237 on 5/3/202237 on 5/12/202237 on 5/12/202237 on 5/13/202237 on 6/10/202237 on 6/30/202237 on 9/8/202237 on 3/1/202337 on 3/31/202337 on 5/4/202337 on 6/5/202337 on 7/31/202337 on 8/21/202337 on 8/30/202337 on 8/31/202337 on 9/28/202337 on 11/2/202337 on 2/13/202437 on 3/19/202437 on 3/19/2024

RAUM, Historic

3B2B02019202020212022202320242025614868130 on 5/15/2019614868130 on 9/9/2019614868130 on 10/2/2019614868130 on 10/2/2019614868130 on 10/4/2019614868130 on 10/4/2019614868130 on 10/4/2019614868130 on 10/7/2019614868130 on 10/16/2019614868130 on 12/6/2019614868130 on 2/6/2020614868130 on 2/14/2020698079506 on 3/26/2020698079506 on 5/19/2020698079506 on 6/9/2020698079506 on 6/9/2020698079506 on 1/2/2021698079506 on 1/13/20211466473298 on 3/25/20211466473298 on 4/13/20211466473298 on 4/13/20211466473298 on 8/17/20211466473298 on 1/18/20221882680182 on 3/25/20221882680182 on 5/3/20221882680182 on 5/12/20221882680182 on 5/12/20221882680182 on 5/13/20221882680182 on 6/10/20221882680182 on 6/30/20221882680182 on 9/8/20221882680182 on 3/1/20232065789407 on 3/31/20232065789407 on 5/4/20232065789407 on 6/5/20232065789407 on 7/31/20232065789407 on 8/21/20232065789407 on 8/30/20232065789407 on 8/31/20232065789407 on 9/28/20232065789407 on 11/2/20232065789407 on 2/13/20242905556042 on 3/19/20242905556042 on 3/19/2024

No. Clients, Historic

3,0001,50002019202020212022202320242025978 on 5/15/2019978 on 9/9/2019978 on 10/2/2019978 on 10/2/2019978 on 10/4/2019978 on 10/4/2019978 on 10/4/2019978 on 10/7/2019978 on 10/16/2019978 on 12/6/2019978 on 2/6/2020978 on 2/14/20201003 on 3/26/20201003 on 5/19/20201003 on 6/9/20201003 on 6/9/20201003 on 1/2/20211003 on 1/13/20211455 on 3/25/20211455 on 4/13/20211455 on 4/13/20211455 on 8/17/20211455 on 1/18/20221619 on 3/25/20221619 on 5/3/20221619 on 5/12/20221619 on 5/12/20221619 on 5/13/20221619 on 6/10/20221619 on 6/30/20221619 on 9/8/20221619 on 3/1/20232942 on 3/31/20232942 on 5/4/20232942 on 6/5/20232942 on 7/31/20232942 on 8/21/20232942 on 8/30/20232942 on 8/31/20232942 on 9/28/20232942 on 11/2/20232942 on 2/13/20242942 on 3/19/20242942 on 3/19/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPS ETF TR SECTR DIV DOGS 2M 45K –
AMC ENTMT HLDGS INC CL A NEW 73K 15K –
AT&T INC COM 1M 58K –
ABBVIE INC COM 12M 73K –
ADOBE INC COM 3M 5K –
ALPHABET INC CAP STK CL C 16M 87K –
ALPHABET INC CAP STK CL A 26M 141K –
ALTRIA GROUP INC COM 630K 14K –
APPLOVIN CORP COM CL A 223K 3K –
ARES MANAGEMENT CORPORATION CL A COM STK 4M 33K –
ARES CAPITAL CORP COM 4M 178K –
AXON ENTERPRISE INC COM 216K 735 –
AXSOME THERAPEUTICS INC COM 2M 21K –
BANCO SANTANDER S.A. ADR 63K 14K –
BLACKROCK INC COM 455K 578 –
BLACKSTONE INC COM 314K 3K –
BLACKROCK ETF TRUST US CARBON TRANS 249K 4K –
BLINK CHARGING CO COM 207K 76K –
BOOKING HOLDINGS INC COM 1M 358 –
BROADCOM INC COM 11M 7K –
CBOE GLOBAL MKTS INC COM 203K 1K –
CBRE GROUP INC CL A 447K 5K –
CDW CORP COM 493K 2K –
CME GROUP INC COM 415K 2K –
CAESARS ENTERTAINMENT INC NE COM 474K 12K –
CALAMOS CONV & HIGH INCOME F COM SHS 278K 25K –
CANADIAN PACIFIC KANSAS CITY COM 366K 5K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 2M 64K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 1M 35K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 480K 15K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 1M 47K –
CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 1M 57K –
CARDINAL HEALTH INC COM 780K 8K –
CARRIER GLOBAL CORPORATION COM 372K 6K –
CASTELLUM INC COM NEW 114K 611K –
CENOVUS ENERGY INC COM 469K 24K –
CHENIERE ENERGY INC COM NEW 704K 4K –
CISCO SYS INC COM 902K 19K –
CLOUDFLARE INC CL A COM 605K 7K –
COLUMBIA SELIGM PREM TECH GR COM 349K 10K –
COMCAST CORP NEW CL A 288K 7K –
CONOCOPHILLIPS COM 426K 4K –
CONSTELLATION BRANDS INC CL A 439K 2K –
CONSTELLATION ENERGY CORP COM 214K 1K –
COSTCO WHSL CORP NEW COM 14M 17K –
CROWDSTRIKE HLDGS INC CL A 6M 16K –
CROWN CASTLE INC COM 327K 3K –
DNP SELECT INCOME FD INC COM 115K 14K –
D R HORTON INC COM 4M 31K –
DAVITA INC COM 1M 7K –
DEVON ENERGY CORP NEW COM 663K 14K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 5M 142K –
DIREXION SHS ETF TR DLY SCOND 3XBU 547K 10K –
DIREXION SHS ETF TR DAILY REGIONAL 377K 5K –
DIREXION SHS ETF TR DLY ENRGY BULL2X 877K 13K –
DIREXION SHS ETF TR DAILY ROBOTICS 345K 15K –
DOMINION ENERGY INC COM 264K 5K –
DOMINOS PIZZA INC COM 546K 1K –
DRAFTKINGS INC NEW COM CL A 285K 7K –
DUKE ENERGY CORP NEW COM NEW 1M 14K –
DUPONT DE NEMOURS INC COM 222K 3K –
EOG RES INC COM 3M 27K –
ETF SER SOLUTIONS NATIONWIDE NASDQ 219K 9K –
ETF SER SOLUTIONS APTUS DEFINED 205K 8K –
EATON VANCE TAX ADVT DIV INC COM 364K 16K –
EATON VANCE TAX MNGED BUY WR COM 425K 30K –
EATON VANCE TAX-MANAGED BUY- COM 566K 41K –
ENBRIDGE INC COM 426K 12K –
ENCOMPASS HEALTH CORP COM 352K 4K –
ENERGY TRANSFER L P COM UT LTD PTN 2M 109K –
EXXON MOBIL CORP COM 80M 693K –
META PLATFORMS INC CL A 13M 25K –
FEDEX CORP COM 224K 748 –
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 2M 44K –
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 764K 12K –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 370K 5K –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 353K 11K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 2M 31K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 348K 8K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 4M 64K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 381K 7K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 1M 24K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 1M 24K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 332K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 309K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 273K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 9M 309K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 302K 8K –
FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 312K 14K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 543K 16K –
FLEXSHARES TR US QUALITY CAP 399K 6K –
FLEXSHARES TR QUALT DIVD IDX 337K 5K –
FORTRESS BIOTECH INC COM NEW 112K 66K –
FREEPORT-MCMORAN INC CL B 282K 6K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 242K 3K –
GE VERNOVA INC COM 498K 3K –
GENERAL MTRS CO COM 431K 9K –
GENTHERM INC COM 221K 4K –
GSK PLC SPONSORED ADR 617K 16K –
GLOBAL X FDS NASDAQ 100 COVER 321K 18K –
GLOBAL X FDS US INFR DEV ETF 3M 75K –
GOLDMAN SACHS GROUP INC COM 530K 1K –
GOLDMAN SACHS BDC INC SHS 4M 255K –
IMMUTEP LTD SPONSORED ADS 766K 381K –
INNOVATOR ETFS TRUST QUITY MANAGD FLR 636K 21K –
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 221K 2K –
INTERCONTINENTAL EXCHANGE IN COM 539K 4K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 319K 23K –
INTUITIVE SURGICAL INC COM NEW 12M 27K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2M 13K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 4M 36K –
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 2M 30K –
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 6M 104K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 4M 179K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 5M 50K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 220K 9K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 4M 20K –
INVESCO EXCH TRADED FD TR II VAR RATE PFD 5M 198K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 271K 12K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 297K 13K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 716K 30K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 690K 29K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 622K 26K –
IQVIA HLDGS INC COM 461K 2K –
ISHARES SILVER TR ISHARES 5M 177K –
ISHARES TR US TREAS BD ETF 7M 302K –
ISHARES TR CORE HIGH DV ETF 360K 3K –
ISHARES TR MSCI USA MIN VOL 508K 6K –
ISHARES TR 0-5 YR TIPS ETF 431K 4K –
ISHARES TR MSCI USA QLT FCT 1M 6K –
ISHARES TR MSCI USA VALUE 794K 8K –
ISHARES TR MSCI USA MMENTM 270K 1K –
ISHARES TR CORE MSCI TOTAL 778K 12K –
ISHARES TR CORE MSCI EAFE 2M 30K –
ISHARES INC CORE MSCI EMKT 1M 20K –
ISHARES INC MSCI EMRG CHN 224K 4K –
ISHARES INC ESG AWR MSCI EM 237K 7K –
ISHARES TR MSCI INTL QUALTY 836K 21K –
ISHARES TR CORE TOTAL USD 387K 9K –
ISHARES TR CORE DIV GRWTH 9M 163K –
ISHARES TR HDG MSCI EAFE 6M 175K –
ISHARES TR TRS FLT RT BD 6M 115K –
ISHARES TR CONV BD ETF 290K 4K –
ISHARES TR ESG AWR MSCI USA 776K 7K –
ISHARES TR 0-3 MNTH TREASRY 1M 10K –
JPMORGAN CHASE & CO. COM 39M 194K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 18K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 215K 4K –
JANUS DETROIT STR TR HENDRSON AAA CL 809K 16K –
KINDER MORGAN INC DEL COM 5M 231K –
LANTERN PHARMA INC COM 70K 15K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 953K 32K –
M & T BK CORP COM 296K 2K –
MSCI INC COM 320K 664 –
MAIN STR CAP CORP COM 6M 112K –
MARATHON PETE CORP COM 2M 9K –
MASTERCARD INCORPORATED CL A 5M 12K –
MCKESSON CORP COM 758K 1K –
MERCADOLIBRE INC COM 236K 144 –
MERCK & CO INC COM 10M 85K –
MONSTER BEVERAGE CORP NEW COM 296K 6K –
NIO INC SPON ADS 368K 88K –
NETFLIX INC COM 4M 6K –
NEXTERA ENERGY INC COM 1M 19K –
NEXTERA ENERGY INC UNIT 09/01/2025 4M 87K –
NOVARTIS AG SPONSORED ADR 354K 3K –
NVIDIA CORPORATION COM 97M 787K –
NUVEEN CR STRATEGIES INCOME COM SHS 187K 34K –
NUTRIEN LTD COM 344K 7K –
NUVATION BIO INC COM CL A 165K 56K –
OREILLY AUTOMOTIVE INC COM 3M 3K –
ORACLE CORP COM 4M 27K –
OTIS WORLDWIDE CORP COM 299K 3K –
PACER FDS TR PACER US SMALL 550K 13K –
PACER FDS TR US CASH COWS 100 10M 192K –
PALANTIR TECHNOLOGIES INC CL A 465K 18K –
PAYCOM SOFTWARE INC COM 623K 4K –
PAYPAL HLDGS INC COM 455K 8K –
POOL CORP COM 1M 3K –
PROLOGIS INC. COM 460K 4K –
PROSHARES TR SHORT S&P 500 NE 368K 32K –
PROSHARES TR ULTSHT RUSS2000 291K 26K –
PROSHARES TR PSHS ULT S&P 500 2M 19K –
PROSHARES TR PSHS ULTRA QQQ 1M 13K –
PROSHARES TR S&P 500 DV ARIST 793K 8K –
PROSHARES TR SHORT QQQ 3M 64K –
QUEST DIAGNOSTICS INC COM 480K 4K –
RBB FD INC US TREAS 3 MNTH 2M 43K –
RBB FD INC US TREASY 2 YR 800K 17K –
REDDIT INC CL A 2M 35K –
REGENERON PHARMACEUTICALS COM 1M 964 –
REGIONS FINANCIAL CORP NEW COM 457K 23K –
S&P GLOBAL INC COM 3M 6K –
SPDR S&P 500 ETF TR TR UNIT 45M 82K –
SPDR GOLD TR GOLD SHS 8M 36K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 787K 21K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1M 35K –
SPDR SER TR S&P 600 SMCP GRW 238K 3K –
SPDR SER TR S&P 600 SMCP VAL 400K 5K –
SPDR SER TR PORT MTG BK ETF 2M 94K –
SPDR SER TR PRTFLO S&P500 GW 6M 75K –
SPDR SER TR PRTFLO S&P500 VL 13M 261K –
SPDR SER TR AEROSPACE DEF 410K 3K –
SPDR SER TR PORTFOLIO AGRGTE 1M 58K –
SPDR SER TR S&P REGL BKG 279K 6K –
SPDR SER TR S&P DIVID ETF 690K 5K –
SPDR SER TR PORTFOLI S&P1500 220K 3K –
SPDR SER TR S&P 400 MDCP VAL 414K 6K –
SPDR SER TR PORTFOLIO S&P400 237K 5K –
SPDR SER TR PORTFOLIO S&P500 4M 67K –
SPDR SER TR S&P HOMEBUILD 2M 16K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 247K 6K –
SPDR DOW JONES INDL AVERAGE UT SER 1 9M 22K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 5K –
SPDR SER TR BLOOMBERG INVT 936K 30K –
SPDR SER TR BLOOMBERG SHT TE 332K 13K –
SPDR SER TR PORTFLI HIGH YLD 3M 108K –
SPDR SER TR BLOOMBERG HIGH Y 2M 21K –
SPDR SER TR BLOOMBERG 1-3 MO 5M 59K –
SPDR SER TR PRTFLO S&P500 HI 901K 22K –
SPDR SER TR PORTFOLIO S&P600 488K 12K –
SPDR SER TR BLOOMBERG 1 10 Y 750K 41K –
SALESFORCE INC COM 6M 23K –
SANOFI SPONSORED ADR 2M 37K –
SELECT SECTOR SPDR TR SBI MATERIALS 811K 9K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 4M 28K –
SELECT SECTOR SPDR TR SBI CONS STPLS 1M 15K –
SELECT SECTOR SPDR TR SBI CONS DISCR 2M 11K –
SELECT SECTOR SPDR TR ENERGY 5M 52K –
SELECT SECTOR SPDR TR FINANCIAL 2M 40K –
SELECT SECTOR SPDR TR INDL 611K 5K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 8K –
SELECT SECTOR SPDR TR SBI INT-UTILS 691K 10K –
SERVICENOW INC COM 2M 3K –
SHOPIFY INC CL A 6M 93K –
SIBANYE STILLWATER LTD SPONSORED ADR 69K 16K –
SONOS INC COM 243K 16K –
STARWOOD PPTY TR INC COM 330K 17K –
STEM INC COM 12K 10K –
TELLURIAN INC NEW COM 8K 11K –
TESLA INC COM 6M 31K –
THE TRADE DESK INC COM CL A 2M 16K –
3M CO COM 585K 6K –
TRANSMEDICS GROUP INC COM 352K 2K –
TRUIST FINL CORP COM 833K 21K –
TWILIO INC CL A 741K 13K –
UBER TECHNOLOGIES INC COM 904K 12K –
UNITED STS OIL FD LP UNITS 2M 24K –
UNITED STS 12 MONTH NAT GAS UNIT BEN INT 587K 71K –
UNITEDHEALTH GROUP INC COM 14M 28K –
VALERO ENERGY CORP COM 360K 2K –
VALVOLINE INC COM 311K 7K –
VANECK ETF TRUST GOLD MINERS ETF 5M 146K –
VANECK ETF TRUST FALLEN ANGEL HG 424K 15K –
VANECK ETF TRUST LONG MUNI ETF 490K 27K –
VANECK ETF TRUST MRNGSTR WDE MOAT 2M 19K –
VANECK ETF TRUST SEMICONDUCTR ETF 17M 64K –
VANGUARD WORLD FD HEALTH CAR ETF 663K 2K –
VANGUARD WORLD FD INF TECH ETF 483K 837 –
VANGUARD WORLD FD UTILITIES ETF 500K 3K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 3M 52K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 5M 68K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 6M 76K –
VERIZON COMMUNICATIONS INC COM 2M 43K –
VERTEX PHARMACEUTICALS INC COM 275K 586 –
VISA INC COM CL A 7M 25K –
WASTE MGMT INC DEL COM 2M 9K –
WESTERN ASSET HIGH INCOME OP COM 43K 11K –
WISDOMTREE TR US MIDCAP DIVID 3M 71K –
WISDOMTREE TR US SMALLCAP DIVD 4M 137K –
WISDOMTREE TR US QTLY DIV GRT 894K 11K –
WISDOMTREE TR EUROPE HEDGED EQ 528K 12K –
WORKDAY INC CL A 363K 2K –
WRAP TECHNOLOGIES INC COM 62K 31K –
ZIMMER BIOMET HOLDINGS INC COM 914K 8K –
ZOETIS INC CL A 254K 1K –
ZOOM VIDEO COMMUNICATIONS IN CL A 211K 4K –
ARCH CAP GROUP LTD ORD 948K 9K –
ACCENTURE PLC IRELAND SHS CLASS A 4M 13K –
EATON CORP PLC SHS 540K 2K –
GLOBALFOUNDRIES INC ORDINARY SHARES 2M 40K –
LINDE PLC SHS 722K 2K –
MEDTRONIC PLC SHS 623K 8K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 248K 2K –
CHUBB LIMITED COM 1M 5K –
TRANSOCEAN LTD REGISTERED SHS 57K 11K –
CHECK POINT SOFTWARE TECH LT ORD 375K 2K –
AERCAP HOLDINGS NV SHS 9M 101K –
ASML HOLDING N V N Y REGISTRY SHS 814K 796 –
ROYAL CARIBBEAN GROUP COM 608K 4K –