Meridian Wealth Advisors, LLC Sells in Q2 2025

Meridian Wealth Advisors, LLC

  • $592 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-11.3K
- 50.23%
$315.21 - $437.41 $3.56M - $4.94M
11.2K $4.9M
ALL
Allstate Corp

Financial Services
-6.07K
- 17.87%
$180.53 - $212.64 $1.1M - $1.29M
27.9K $5.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-260
- 1.75%
$483.48 - $539.8 $126K - $140K
14.6K $7.11M
MRK
Merck & Co., Inc.

Healthcare
-783
- 1.46%
$73.47 - $87.12 $57.5K - $68.2K
53K $4.2M
WMT
Walmart Inc.

Consumer Defensive
-12.1K
- 15.97%
$81.79 - $99.98 $986K - $1.2M
63.4K $6.2M
PEP
Pepsico Inc

Consumer Defensive
-1.68K
- 17.09%
$128.02 - $151.37 $215K - $254K
8.15K $1.08M
CVX
Chevron Corp

Energy
-668
- 6.8%
$133.73 - $168.51 $89.3K - $113K
9.16K $1.31M
LLY
Eli Lilly & CO

Healthcare
-24
- 0.37%
$713.71 - $898.95 $17.1K - $21.6K
6.38K $4.97M
JNJ
Johnson & Johnson

Healthcare
-815
- 7.32%
$146.36 - $159.82 $119K - $130K
10.3K $1.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
-309
- 2.31%
$248.61 - $294.96 $76.8K - $91.1K
13.1K $3.68M
CMCSA
Comcast Corp

Communication Services
-5.32K
- 43.24%
$32.84 - $36.72 $175K - $195K
6.98K $249K
O
Realty Income Corp

Real Estate
-3.01K
- 4.0%
$52.27 - $58.52 $157K - $176K
72.3K $4.17M
OKE
Oneok Inc

Energy
-1.15K
- 26.65%
$78.71 - $100.37 $90.8K - $116K
3.18K $259K
UNP
Union Pacific Corp

Industrials
-41
- 0.17%
$208.27 - $238.46 $8.54K - $9.78K
24.8K $5.7M
PG
Procter & Gamble CO

Consumer Defensive
-617
- 11.99%
$157.66 - $172.39 $97.3K - $106K
4.53K $721K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-59
- 4.23%
$390.26 - $489.06 $23K - $28.9K
1.34K $541K
CB
Chubb LTD

Financial Services
-291
- 7.87%
$274.32 - $302.46 $79.8K - $88K
3.41K $986K
MCD
Mcdonalds Corp

Consumer Cyclical
-115
- 2.63%
$285.55 - $321.23 $32.8K - $36.9K
4.25K $1.24M
VZ
Verizon Communications Inc

Communication Services
-1.09K
- 13.12%
$41.67 - $45.62 $45.3K - $49.6K
7.2K $311K
MDT
Medtronic PLC

Healthcare
-568
- 18.3%
$80.68 - $88.86 $45.8K - $50.5K
2.54K $221K
PFE
Pfizer Inc

Healthcare
-282
- 0.73%
$21.59 - $24.84 $6.09K - $7K
38.5K $934K
KO
Coca Cola CO

Consumer Defensive
-186
- 0.48%
$68.37 - $73.9 $12.7K - $13.7K
38.7K $2.74M
NEE
Nextera Energy Inc

Utilities
-514
- 13.05%
$64.11 - $75.0 $33K - $38.6K
3.43K $237K
ADI
Analog Devices Inc

Technology
-1.08K
- 17.86%
$164.6 - $238.02 $177K - $256K
4.95K $1.18M
ACN
Accenture PLC

Technology
-14
- 0.97%
$279.23 - $323.21 $3.91K - $4.52K
1.44K $428K
CME
Cme Group Inc.

Financial Services
-176
- 7.42%
$252.37 - $290.71 $44.4K - $51.2K
2.2K $605K
TXN
Texas Instruments Inc

Technology
-104
- 3.41%
N/A
2.95K $573K
KRP
Kimbell Royalty Partners, LP

Energy
-1K
- 3.79%
$11.58 - $14.61 $11.6K - $14.6K
25.4K $354K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.98K
- 4.48%
$37.18 - $42.55 $111K - $127K
63.4K $2.7M
ADP
Automatic Data Processing Inc

Industrials
-50
- 1.92%
$276.76 - $326.81 $13.8K - $16.3K
2.56K $789K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-184
- 7.43%
$149.76 - $186.42 $27.6K - $34.3K
2.29K $427K
XLP
Consumer Staples Sector Spdr

ETFs
-100
- 2.72%
N/A
3.58K $272K
AMT
American Tower Corp

Real Estate
-24
- 2.58%
$203.96 - $228.19 $4.9K - $5.48K
906 $200K
ABT
Abbott Laboratories

Healthcare
-201
- 2.59%
$123.95 - $138.08 $24.9K - $27.8K
7.56K $1.03M
Sitio Royalties Corp
-5.7K
- 25.09%
N/A
17K $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-89
- 6.17%
$151.62 - $183.47 $13.5K - $16.3K
1.35K $248K
Atlas Energy Solutions Inc
-168K
- 6.36%
N/A
2.48M $0
Blackrock Inc
-24
- 2.23%
N/A
1.05K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-20
- 0.69%
$166.82 - $194.23 $3.34K - $3.88K
2.88K $558K
MA
Mastercard Inc

Financial Services
-44
- 1.55%
$479.92 - $590.74 $21.1K - $26K
2.8K $1.58M
QCOM
Qualcomm Inc

Technology
-40
- 0.69%
$124.66 - $159.48 $4.99K - $6.38K
5.73K $912K
NKE
Nike, Inc.

Consumer Cyclical
-49
- 1.01%
$53.27 - $72.04 $2.61K - $3.53K
4.82K $342K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.53K
- 9.6%
$45.98 - $56.15 $300K - $367K
61.5K $3.45M
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 6.57%
$221.86 - $362.89 $18K - $29.4K
1.15K $365K
VTI
Vanguard Total Stock Market Et

ETFs
-252
- 5.23%
$243.75 - $303.93 $61.4K - $76.6K
4.57K $1.39M
HON
Honeywell International Inc

Industrials
-397
- 5.36%
$182.86 - $232.88 $72.6K - $92.5K
7.01K $1.63M
VTWO
Vanguard Russell 2000 ETF

ETFs
-125
- 0.7%
$70.56 - $87.22 $8.82K - $10.9K
17.8K $1.55M
GOOG
Alphabet Inc.

Communication Services
-1.14K
- 5.94%
$146.58 - $180.01 $167K - $205K
18.1K $3.21M
IYW
Ishares Dj Us Tech ETF

ETFs
-380
- 4.18%
$122.57 - $173.27 $46.6K - $65.8K
8.71K $1.51M
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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