Meridian Wealth Management, LLC Purchases in Q1 2025

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11K
+ 4.23%
$27.01 - $28.54 $297K - $314K
271K $7.56M
FE
Firstenergy Corp

Utilities
9.99K
+ 11.09%
$37.95 - $43.5 $379K - $435K
100K $4.05M
FNF
Fidelity National Financial, Inc.

Financial Services
156
+ 0.31%
$54.25 - $65.27 $8.46K - $10.2K
49.9K $3.25M
NOC
Northrop Grumman Corp

Industrials
210
+ 2.72%
$433.45 - $513.82 $91K - $108K
7.93K $4.06M
MDT
Medtronic PLC

Healthcare
3.87K
+ 49.49%
$79.84 - $94.5 $309K - $366K
11.7K $1.05M
PGR
Progressive Corp

Financial Services
301
+ 3.93%
$235.61 - $291.22 $70.9K - $87.7K
7.97K $2.25M
CTAS
Cintas Corp

Industrials
2.01K
New
$182.09 - $208.14 $366K - $418K
2.01K $412K
IYE
Ishares Tr

ETFs
8.32K
New
$45.23 - $49.95 $376K - $416K
8.32K $410K
IEV
Ishares Tr Europe ETF

ETFs
4.52K
+ 19.64%
$51.89 - $60.68 $234K - $274K
27.5K $1.6M
WMT
Walmart Inc.

Consumer Defensive
8.85K
+ 5.85%
$84.5 - $105.05 $747K - $929K
160K $14.1M
EOG
Eog Resources Inc

Energy
1.62K
+ 5.32%
$120.54 - $138.05 $195K - $223K
32K $4.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.6K
+ 6.36%
$53.6 - $58.97 $729K - $802K
228K $12.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
+ 5.5%
$85.29 - $92.57 $201K - $218K
45.2K $4.11M
AI
C3.Ai, Inc.

Technology
34.2K
+ 128.85%
$20.92 - $36.93 $716K - $1.26M
60.8K $1.28M
PAYX
Paychex Inc

Industrials
3
+ 0.01%
$136.06 - $154.52 $408 - $464
25.8K $3.98M
FTNT
Fortinet, Inc.

Technology
3.55K
+ 46.52%
$92.49 - $114.57 $328K - $406K
11.2K $1.08M
EEM
Ishares Msci Emerging Markets

ETFs
5.36K
+ 8.72%
$40.81 - $45.34 $219K - $243K
66.8K $2.92M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.96K
+ 9.4%
$62.72 - $71.92 $374K - $428K
69.3K $4.37M
TPL
Texas Pacific Land Corp

Energy
223
+ 98.67%
$1180.08 - $1431.01 $263K - $319K
449 $594K
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 8.59%
$64.98 - $124.62 $118K - $226K
22.9K $1.93M
SNY
Sanofi

Healthcare
391
+ 0.89%
$48.15 - $59.42 $18.8K - $23.2K
44.2K $2.45M
IYH
Ishares Tr

ETFs
5.47K
New
$58.32 - $62.76 $319K - $343K
5.47K $333K
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 4.16%
$37.81 - $46.49 $70.9K - $87.2K
47K $2.13M
IOO
Ishares Tr Global 100 ETF

ETFs
5.84K
+ 11.1%
$96.2 - $105.12 $562K - $614K
58.5K $5.63M
GRMN
Garmin LTD

Technology
1.51K
New
$204.55 - $241.93 $309K - $365K
1.51K $327K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12.5K
+ 5.46%
$24.07 - $24.5 $300K - $306K
241K $5.84M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 29.35%
$24.79 - $25.26 $292K - $297K
51.9K $1.31M
MA
Mastercard Inc

Financial Services
71
+ 0.57%
$504.67 - $576.31 $35.8K - $40.9K
12.5K $6.86M
RMD
Resmed Inc

Healthcare
1.35K
New
$219.7 - $257.65 $297K - $349K
1.35K $302K
URI
United Rentals, Inc.

Industrials
482
New
$594.17 - $789.56 $286K - $381K
482 $302K
BK
Bank Of New York Mellon Corp

Financial Services
3.54K
New
$75.42 - $88.95 $267K - $315K
3.54K $296K
FAST
Fastenal CO

Industrials
3.46K
+ 73.49%
$71.11 - $79.98 $246K - $277K
8.17K $633K
IYF
Ishares Tr

ETFs
2.54K
+ 77.94%
$107.69 - $119.37 $274K - $303K
5.8K $654K
IBDV
Ishares Tr

Technology
12.5K
+ 23.61%
$21.11 - $21.73 $263K - $271K
65.3K $1.42M
XLC
Select Sector Spdr Tr Communic

ETFs
3.01K
New
$94.84 - $105.31 $286K - $317K
3.01K $290K
WM
Waste Management Inc

Industrials
122
+ 1.4%
$200.54 - $233.78 $24.5K - $28.5K
8.82K $2.04M
RKLB
Rocket Lab Usa, Inc.

Industrials
25K
+ 117.95%
$17.12 - $31.57 $427K - $788K
46.1K $824K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
7.84K
New
$35.26 - $36.57 $277K - $287K
7.84K $278K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
34.8K
+ 12.51%
$11.63 - $13.3 $405K - $463K
313K $3.64M
WMB
Williams Companies, Inc.

Energy
4.57K
New
$54.02 - $61.09 $247K - $279K
4.57K $273K
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.4K
New
$21.49 - $22.03 $267K - $274K
12.4K $268K
VEA
Vanguard Ftse Developed Market

ETFs
1.43K
+ 2.36%
$47.4 - $52.99 $67.8K - $75.8K
62.1K $3.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
507
+ 71.61%
$378.71 - $442.54 $192K - $224K
1.22K $527K
AMT
American Tower Corp

Real Estate
1.11K
New
$173.46 - $217.6 $192K - $241K
1.11K $241K
SPOT
Spotify Technology S.A.

Communication Services
435
New
$457.79 - $648.32 $199K - $282K
435 $239K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.56K
+ 19.95%
$22.61 - $23.14 $216K - $221K
57.5K $1.33M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.4K
New
$20.1 - $20.8 $229K - $237K
11.4K $236K
DUK
Duke Energy Corp

Utilities
340
+ 2.48%
$105.87 - $121.97 $36K - $41.5K
14K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.39K
+ 1.7%
$79.17 - $82.04 $110K - $114K
82.8K $6.77M
Activity Summary
Buys All Purchases 325 New Holdings 34 Increased Positions 291 Sells All Sells 250 Reductions 250 Sold out 0 Options Calls 0 Puts 0
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