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
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 7.43%
$4164.15 - $5789.24 $146K - $203K
506 $2.93M
FAST
Fastenal CO

Industrials
25K
+ 305.98%
$40.65 - $83.16 $1.02M - $2.08M
33.2K $1.39M
MS
Morgan Stanley

Financial Services
1.2K
+ 5.01%
$99.83 - $140.86 $119K - $168K
25.1K $3.53M
DLR
Digital Realty Trust, Inc.

Real Estate
258
+ 1.18%
$136.11 - $177.69 $35.1K - $45.8K
22.2K $3.86M
AGX
Argan Inc

Industrials
3.25K
New
$120.08 - $243.11 $390K - $790K
3.25K $716K
VDE
Vanguard Energy ETF

ETFs
6.07K
+ 207.7%
$105.87 - $130.56 $643K - $792K
8.99K $1.07M
KO
Coca Cola CO

Consumer Defensive
9.8K
+ 30.85%
$68.37 - $73.9 $670K - $724K
41.6K $2.94M
CGUS
Capital Group Core Equity ETF
14.2K
+ 40.3%
$29.93 - $36.93 $424K - $523K
49.3K $1.82M
ENVX
Enovix Corp

Industrials
22.7K
+ 17.06%
$5.46 - $10.53 $124K - $239K
155K $1.61M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
27.1K
+ 6.25%
$22.54 - $23.17 $612K - $629K
462K $10.6M
NET
Cloudflare, Inc.

Technology
323
+ 4.96%
$97.08 - $195.83 $31.4K - $63.3K
6.83K $1.34M
SNOW
Snowflake Inc.

Technology
2.53K
New
$130.53 - $223.77 $331K - $567K
2.53K $567K
WFC
Wells Fargo & Company

Financial Services
4.99K
+ 26.28%
$60.98 - $80.12 $304K - $399K
24K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.56K
+ 6.12%
$72.96 - $90.39 $187K - $231K
44.4K $3.97M
MA
Mastercard Inc

Financial Services
665
+ 5.32%
$479.92 - $590.74 $319K - $393K
13.2K $7.4M
NVS
Novartis Ag

Healthcare
4.08K
+ 93.27%
$101.96 - $121.01 $416K - $493K
8.45K $1.02M
SHV
Ishares Tr

ETFs
4.69K
+ 5.95%
$110.06 - $110.46 $516K - $518K
83.4K $9.21M
SOXL
Direxion Daily Semiconductor B

ETFs
16.5K
+ 164.48%
$8.25 - $25.2 $136K - $417K
26.6K $667K
DGRO
Ishares Core Dividend Growth E

ETFs
1.58K
+ 0.84%
$55.22 - $63.94 $87.4K - $101K
189K $12.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5K
+ 30.31%
$100.35 - $100.71 $501K - $503K
21.5K $2.16M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.59K
New
$70.56 - $92.75 $395K - $519K
5.59K $502K
PPA
Invesco Exchange Traded Fd Tr

ETFs
922
+ 6.37%
$105.2 - $141.69 $97K - $131K
15.4K $2.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.61K
+ 3.71%
$19.6 - $24.44 $110K - $137K
157K $3.83M
ETN
Eaton Corp PLC

Industrials
318
+ 7.26%
$246.52 - $356.99 $78.4K - $114K
4.7K $1.68M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
158
+ 0.33%
$65.04 - $82.18 $10.3K - $13K
47.8K $3.93M
CGGR
Capital Group Growth ETF Shs C

ETFs
261
+ 0.36%
$30.53 - $40.65 $7.97K - $10.6K
72.8K $2.96M
QLD
Proshares Ultra Qqq

ETFs
469
+ 3.25%
$69.34 - $117.71 $32.5K - $55.2K
14.9K $1.75M
COF
Capital One Financial Corp

Financial Services
2.16K
New
$150.57 - $212.76 $326K - $460K
2.16K $460K
VEA
Vanguard Ftse Developed Market

ETFs
1.32K
+ 2.12%
$45.65 - $57.01 $60.3K - $75.3K
63.4K $3.62M
C
Citigroup Inc

Financial Services
1.12K
+ 4.4%
$58.13 - $85.12 $65.2K - $95.5K
26.6K $2.27M
SAP
Sap Se

Technology
1.46K
New
$237.53 - $309.8 $347K - $453K
1.46K $444K
PM
Philip Morris International Inc.

Consumer Defensive
381
+ 2.54%
$149.23 - $184.95 $56.9K - $70.5K
15.4K $2.8M
VB
Vanguard Small Cap ETF

ETFs
522
+ 2.71%
$193.73 - $237.37 $101K - $124K
19.8K $4.68M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.4K
New
N/A
17.4K $412K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.49K
New
$46.77 - $47.89 $397K - $407K
8.49K $402K
GS
Goldman Sachs Group Inc

Financial Services
233
+ 16.18%
$462.22 - $707.75 $108K - $165K
1.67K $1.18M
APP
App Lovin Corp

Technology
737
+ 46.06%
$219.37 - $417.89 $162K - $308K
2.34K $818K
CFLT
Confluent, Inc.

Technology
15.8K
New
$19.44 - $24.93 $307K - $394K
15.8K $393K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.1K
+ 29.12%
$24.94 - $25.42 $377K - $384K
67K $1.7M
SSO
Proshares Ultra S&P 500

ETFs
1.52K
+ 9.39%
$64.8 - $97.72 $98.2K - $148K
17.6K $1.72M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
4.16K
+ 25.19%
$51.36 - $62.5 $214K - $260K
20.7K $1.29M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.03%
$177.93 - $313.14 $178 - $313
3.44K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.83K
+ 9.4%
$39.89 - $49.46 $153K - $189K
44.6K $2.2M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
3.14K
New
$93.75 - $114.45 $295K - $360K
3.14K $359K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.08K
+ 3.58%
$29.52 - $35.31 $120K - $144K
118K $4.16M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
8.79K
+ 112.02%
$33.82 - $37.61 $297K - $330K
16.6K $625K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6.83K
New
$25.35 - $64.65 $173K - $442K
6.83K $340K
LAMR
Lamar Advertising CO

Real Estate
794
+ 2.48%
$102.35 - $121.67 $81.3K - $96.6K
32.8K $3.98M
HD
Home Depot, Inc.

Consumer Cyclical
901
+ 2.61%
$335.24 - $380.78 $302K - $343K
35.4K $13M
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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