Meridian Wealth Advisors, LLC Purchases in Q2 2025

Meridian Wealth Advisors, LLC

  • $592 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
47.4K
New
N/A
47.4K $12.6M
MSFT
Microsoft Corp

Technology
563
+ 1.01%
$354.56 - $497.45 $200K - $280K
56.4K $28.1M
IAU
Ishares Gold Trust

ETFs
35.8K
+ 7.02%
$56.1 - $64.74 $2.01M - $2.32M
545K $34M
AVGO
Broadcom Inc.

Technology
8.16K
+ 62.15%
$146.29 - $275.65 $1.19M - $2.25M
21.3K $5.87M
MMM
3 M CO

Industrials
23.7K
+ 1561.37%
$126.09 - $154.15 $2.99M - $3.65M
25.2K $3.84M
JPM
Jpmorgan Chase & CO

Financial Services
574
+ 1.0%
$210.28 - $289.91 $121K - $166K
57.8K $16.7M
VEA
Vanguard Ftse Developed Market

ETFs
28.3K
+ 24.4%
$45.65 - $57.01 $1.29M - $1.62M
145K $8.24M
VO
Vanguard Mid Cap ETF

ETFs
3.96K
+ 10.8%
$228.54 - $279.83 $906K - $1.11M
40.7K $11.4M
GOOGL
Alphabet Inc.

Communication Services
2.72K
+ 4.56%
$144.7 - $178.6 $393K - $485K
62.4K $11M
AMZN
Amazon Com Inc

Consumer Cyclical
671
+ 1.24%
$167.32 - $223.3 $112K - $150K
54.9K $12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.79K
+ 183.48%
$152.93 - $181.74 $1.04M - $1.23M
10.5K $1.91M
IWM
Ishares Russell 2000 ETF

ETFs
4.8K
New
$174.82 - $215.79 $839K - $1.04M
4.8K $1.04M
MPC
Marathon Petroleum Corp

Energy
1.53K
+ 6.33%
$118.55 - $170.08 $182K - $260K
25.7K $4.27M
DIS
Walt Disney CO

Communication Services
5.56K
New
$81.72 - $124.01 $455K - $690K
5.56K $689K
MCK
Mckesson Corp

Healthcare
287
+ 4.21%
$652.83 - $732.78 $187K - $210K
7.1K $5.2M
COST
Costco Wholesale Corp

Consumer Defensive
134
+ 1.24%
$908.13 - $1056.85 $122K - $142K
10.9K $10.8M
PHYS
Sprott Physical Gold Trust

Financial Services
23.5K
New
$22.82 - $26.29 $536K - $617K
23.5K $594K
QQQ
Invesco Qqq Trust, Series 1

ETFs
697
+ 27.82%
$416.06 - $551.64 $290K - $384K
3.2K $1.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
26
+ 0.11%
$82.96 - $110.1 $2.16K - $2.86K
23.9K $2.63M
SPGI
S&P Global Inc.

Financial Services
303
+ 2.59%
$438.31 - $527.29 $133K - $160K
12K $6.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
387
+ 12.98%
$456.74 - $568.03 $177K - $220K
3.37K $1.91M
TCBX
Third Coast Bancshares, Inc.

Financial Services
11.5K
New
$27.48 - $33.21 $317K - $383K
11.5K $376K
CRM
Salesforce, Inc.

Technology
1.01K
+ 5.07%
$236.26 - $291.15 $238K - $293K
20.9K $5.69M
BX
Blackstone Inc.

Financial Services
2.01K
+ 36.22%
$120.07 - $151.11 $241K - $303K
7.54K $1.13M
V
Visa Inc.

Financial Services
473
+ 1.78%
$308.27 - $373.31 $146K - $177K
27K $9.59M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$122.82 - $218.63 $123 - $219
3.21K $701K
CEG
Constellation Energy Corp

Utilities
732
New
$170.96 - $322.76 $125K - $236K
732 $236K
AMAT
Applied Materials Inc

Technology
1.29K
New
$126.95 - $183.52 $164K - $237K
1.29K $236K
VGT
Vanguard Information Technolog

ETFs
356
New
$470.37 - $663.28 $167K - $236K
356 $236K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.58K
+ 116.49%
$83.97 - $92.85 $217K - $239K
4.79K $422K
PRK
Park National Corp

Financial Services
1.31K
New
$141.75 - $170.63 $186K - $224K
1.31K $219K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.81K
+ 48.25%
$35.95 - $42.85 $173K - $206K
14.8K $623K
C
Citigroup Inc

Financial Services
2.51K
New
$58.13 - $85.12 $146K - $214K
2.51K $213K
UBER
Uber Technologies, Inc

Technology
2.21K
New
$64.62 - $93.3 $142K - $206K
2.21K $205K
GS
Goldman Sachs Group Inc

Financial Services
151
+ 25.51%
$462.22 - $707.75 $69.8K - $107K
743 $525K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.1K
New
$16.93 - $17.81 $170K - $179K
10.1K $179K
VIG
Vanguard Dividend Appreciation

ETFs
742
+ 1.2%
N/A
62.8K $11.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
920
+ 3.13%
$121.58 - $136.74 $112K - $126K
30.3K $4.12M
GLD
Spdr Gold Trust

ETFs
70
+ 1.2%
$273.71 - $316.29 $19.2K - $22.1K
5.92K $1.8M
ADBE
Adobe Inc.

Technology
162
+ 1.63%
$340.0 - $420.68 $55.1K - $68.2K
10.1K $3.9M
CSCO
Cisco Systems, Inc.

Technology
10
+ 0.09%
$53.19 - $69.38 $532 - $694
11.6K $805K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$113.75 - $148.48 $114 - $148
5.26K $768K
HD
Home Depot, Inc.

Consumer Cyclical
148
+ 0.87%
$335.24 - $380.78 $49.6K - $56.4K
17.1K $6.28M
BAC
Bank Of America Corp

Financial Services
12
+ 0.16%
$34.39 - $47.46 $413 - $570
7.51K $355K
RSG
Republic Services, Inc.

Industrials
130
+ 5.19%
$227.2 - $258.07 $29.5K - $33.5K
2.63K $649K
FISV
Fiserv Inc

Technology
304
+ 1.13%
N/A
27.2K $3.4M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.28%
$430.82 - $486.45 $2.58K - $2.92K
2.18K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.17%
$90.56 - $109.49 $906 - $1.09K
5.75K $628K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4
+ 0.11%
$58.41 - $72.69 $234 - $291
3.79K $275K
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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