Meridian Wealth Management, LLC Purchases in Q2 2025

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
35.6K
+ 46.62%
$146.29 - $275.65 $5.21M - $9.82M
112K $30.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.78K
+ 2.38%
$416.06 - $551.64 $1.57M - $2.08M
162K $89.4M
HOOD
Robinhood Markets, Inc.

Technology
13.6K
+ 6.22%
$34.17 - $93.63 $464K - $1.27M
232K $21.7M
TSLA
Tesla, Inc.

Consumer Cyclical
29.5K
+ 87.56%
$221.86 - $362.89 $6.54M - $10.7M
63.2K $20.1M
JPM
Jpmorgan Chase & CO

Financial Services
586
+ 0.3%
$210.28 - $289.91 $123K - $170K
194K $56.4M
PLTR
Palantir Technologies Inc.

Technology
54.5K
+ 237.9%
$74.01 - $144.25 $4.03M - $7.86M
77.4K $10.6M
MRVL
Marvell Technology, Inc.

Technology
99.7K
New
$49.38 - $79.97 $4.92M - $7.97M
99.7K $7.72M
META
Meta Platforms, Inc.

Communication Services
2.11K
+ 6.49%
$484.66 - $738.09 $1.02M - $1.56M
34.6K $25.6M
AER
Aer Cap Holdings N.V.

Industrials
30.5K
+ 28.67%
$88.97 - $117.24 $2.72M - $3.58M
137K $16M
AUSF
Global X Fds Adaptive U S Fact

ETFs
110K
New
$39.16 - $44.7 $4.3M - $4.91M
110K $4.91M
VUG
Vanguard Growth ETF

ETFs
1.57K
+ 2.71%
$329.49 - $438.4 $519K - $690K
59.6K $26.1M
GOOGL
Alphabet Inc.

Communication Services
4.4K
+ 2.96%
$144.7 - $178.6 $637K - $786K
153K $27M
NOW
Service Now, Inc.

Technology
2.42K
+ 45.48%
$721.65 - $1040.18 $1.75M - $2.52M
7.75K $7.96M
EQH
Equitable Holdings, Inc.

Financial Services
63.2K
New
$43.98 - $56.1 $2.78M - $3.55M
63.2K $3.55M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
28.9K
+ 203.27%
$82.32 - $112.47 $2.38M - $3.25M
43.1K $4.84M
LVHI
Franklin International Low Vol

ETFs
106K
New
$28.91 - $33.28 $3.07M - $3.53M
106K $3.46M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.61K
+ 19.5%
$321.63 - $509.31 $840K - $1.33M
16K $8.16M
HEQT
Simplify Exchange Traded Fds H
111K
+ 1413.11%
$27.22 - $30.05 $3.03M - $3.34M
119K $3.58M
CAT
Caterpillar Inc

Industrials
2.42K
+ 6.2%
$273.94 - $388.21 $662K - $938K
41.4K $16.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
52.3K
New
$48.22 - $60.41 $2.52M - $3.16M
52.3K $3.13M
NFLX
Netflix Inc

Communication Services
165
+ 2.38%
$855.86 - $1339.13 $141K - $221K
7.1K $9.51M
EPI
Wisdomtree Tr India Earnings F

ETFs
62.3K
+ 485.17%
$41.3 - $47.52 $2.57M - $2.96M
75.1K $3.57M
VTI
Vanguard Total Stock Market Et

ETFs
5K
+ 11.98%
$243.75 - $303.93 $1.22M - $1.52M
46.8K $14.2M
GOOG
Alphabet Inc.

Communication Services
2.04K
+ 2.11%
$146.58 - $180.01 $299K - $367K
98.9K $17.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 4.59%
$456.74 - $568.03 $596K - $741K
29.7K $16.9M
VBR
Vanguard Small Cap Value ETF

ETFs
8.97K
+ 15.44%
$162.76 - $195.77 $1.46M - $1.76M
67.1K $13.1M
GE
General Electric CO

Industrials
3.3K
+ 16.46%
$166.81 - $257.39 $551K - $850K
23.4K $6.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.9K
+ 5.7%
$72.02 - $73.82 $1.79M - $1.84M
462K $34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.62K
+ 6.36%
$141.37 - $228.57 $229K - $370K
27K $6.12M
CGDV
Capital Group Divid Value ETF

ETFs
40.4K
+ 278.72%
$31.93 - $39.49 $1.29M - $1.6M
54.9K $2.17M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.2K
+ 14.72%
$57.46 - $75.58 $586K - $771K
79.5K $6.01M
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 0.43%
$451.58 - $565.94 $63.2K - $79.2K
32.6K $17.7M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
500
+ 0.35%
$63.06 - $78.98 $31.5K - $39.5K
145K $11.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.5K
+ 467.04%
$50.08 - $63.14 $1.13M - $1.42M
27.3K $1.72M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.27K
+ 12.9%
$104.34 - $138.68 $445K - $592K
37.3K $5.18M
PANW
Palo Alto Networks Inc

Technology
854
+ 2.69%
$152.44 - $204.64 $130K - $175K
32.6K $6.67M
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.4K
+ 11.02%
$35.9 - $43.76 $590K - $720K
166K $7.16M
COST
Costco Wholesale Corp

Consumer Defensive
438
+ 2.42%
$908.13 - $1056.85 $398K - $463K
18.5K $18.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.65K
+ 3.79%
$51.16 - $62.02 $391K - $475K
209K $13M
VTV
Vanguard Value ETF

ETFs
3.72K
+ 3.18%
$153.67 - $176.74 $571K - $657K
121K $21.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.31K
+ 5.3%
$58.41 - $72.69 $310K - $386K
106K $7.67M
ARES
Ares Management Corp

Financial Services
355
+ 1.06%
$118.04 - $175.83 $41.9K - $62.4K
33.9K $5.88M
FLMI
Franklin Dynamic Municipal Bon

ETFs
38.5K
New
$23.57 - $24.6 $906K - $946K
38.5K $932K
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.28K
+ 5.0%
$55.15 - $68.11 $291K - $359K
111K $7.54M
AOA
Ishares Tr Core Aggressive All

ETFs
10.7K
New
$69.46 - $83.4 $740K - $888K
10.7K $888K
IYW
Ishares Dj Us Tech ETF

ETFs
179
+ 0.71%
$122.57 - $173.27 $21.9K - $31K
25.5K $4.42M
TFLO
Ishares Treasury Floating Rate

ETFs
16.7K
+ 12.82%
$50.47 - $50.66 $842K - $845K
147K $7.44M
EMR
Emerson Electric CO

Industrials
112
+ 0.32%
$94.15 - $133.33 $10.5K - $14.9K
34.6K $4.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.21K
+ 7.82%
$82.17 - $99.96 $346K - $421K
58K $5.7M
Activity Summary
Buys All Purchases 373 New Holdings 66 Increased Positions 307 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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