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
FTNT
Fortinet, Inc.

Technology
2.14K
+ 19.17%
$84.71 - $108.69 $181K - $233K
13.3K $1.41M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13K
New
$24.88 - $25.41 $322K - $329K
13K $329K
BAC
Bank Of America Corp

Financial Services
2.76K
+ 7.88%
$34.39 - $47.46 $94.8K - $131K
37.7K $1.78M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.79K
New
$45.2 - $46.6 $307K - $316K
6.79K $314K
AXP
American Express CO

Financial Services
353
+ 8.73%
$231.39 - $318.98 $81.7K - $113K
4.4K $1.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
342
+ 1.42%
$97.68 - $121.38 $33.4K - $41.5K
24.5K $2.97M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.43K
New
$45.07 - $52.57 $290K - $338K
6.43K $313K
VEU
Vanguard Ftse All World Ex Us

ETFs
544
+ 1.3%
$54.19 - $67.22 $29.5K - $36.6K
42.6K $2.86M
VO
Vanguard Mid Cap ETF

ETFs
252
+ 2.28%
$228.54 - $279.83 $57.6K - $70.5K
11.3K $3.16M
SUB
Ishares Short Term National Mu

ETFs
2.77K
+ 23.39%
$104.77 - $106.34 $290K - $294K
14.6K $1.55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.04K
+ 4.34%
$77.94 - $79.5 $237K - $242K
73.1K $5.81M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.25K
+ 63.89%
$38.9 - $83.0 $87.3K - $186K
5.76K $477K
URI
United Rentals, Inc.

Industrials
285
+ 59.13%
$551.94 - $753.4 $157K - $215K
767 $577K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.38K
New
$50.06 - $80.8 $169K - $273K
3.38K $273K
TWLO
Twilio Inc

Communication Services
980
+ 17.86%
$81.34 - $124.36 $79.7K - $122K
6.47K $804K
IXN
Ishares Global Information Tec

ETFs
30
+ 0.19%
$65.81 - $92.34 $1.97K - $2.77K
15.9K $1.47M
EDV
Vanguard Extended Duration Tre

ETFs
5.91K
+ 16.29%
$62.83 - $72.45 $371K - $428K
42.2K $2.84M
AXON
Axon Enterprise, Inc.

Industrials
33
+ 4.5%
$497.13 - $827.94 $16.4K - $27.3K
766 $634K
CRM
Salesforce, Inc.

Technology
527
+ 2.27%
$236.26 - $291.15 $125K - $153K
23.7K $6.47M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.25K
New
$27.82 - $46.45 $146K - $244K
5.25K $243K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
12K
New
$20.01 - $20.15 $240K - $242K
12K $241K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.4K
New
$18.94 - $21.67 $216K - $248K
11.4K $241K
JCI
Johnson Controls International PLC

Industrials
2.28K
New
$71.14 - $105.62 $162K - $241K
2.28K $240K
STRL
Sterling Construction CO Inc

Industrials
1.02K
New
$104.96 - $231.51 $107K - $237K
1.02K $236K
TTWO
Take Two Interactive Software Inc

Communication Services
967
New
$194.58 - $243.05 $188K - $235K
967 $234K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.06K
+ 24.8%
$48.48 - $67.3 $99.9K - $139K
10.4K $697K
DFAI
Dimensional ETF Tr

ETFs
6.71K
New
$28.02 - $34.71 $188K - $233K
6.71K $232K
SMR
Nuscale Power Corp

Industrials
5.84K
New
$12.6 - $43.24 $73.6K - $253K
5.84K $231K
V
Visa Inc.

Financial Services
316
+ 1.23%
$308.27 - $373.31 $97.4K - $118K
25.9K $9.2M
CHWY
Chewy, Inc.

Consumer Cyclical
5.4K
New
$31.21 - $48.21 $169K - $260K
5.4K $230K
CLH
Clean Harbors Inc

Industrials
981
New
$182.1 - $233.5 $179K - $229K
981 $226K
GNR
Spdr S&P Global Natural Resour

ETFs
4.1K
New
$45.66 - $55.03 $187K - $226K
4.1K $222K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.2K
New
$34.72 - $42.74 $181K - $222K
5.2K $222K
XAR
Spdr S&P Aerospace & Defense E

ETFs
350
+ 11.99%
$144.94 - $210.94 $50.7K - $73.8K
3.27K $689K
ASML
Asml Holding Nv

Technology
98
+ 9.89%
$595.37 - $815.24 $58.3K - $79.9K
1.09K $872K
CVNA
Carvana Co.

Consumer Cyclical
3
+ 0.18%
$162.57 - $345.64 $488 - $1.04K
1.67K $562K
DRSK
ETF Ser Solutions Aptus Define

ETFs
7.47K
New
$26.75 - $28.79 $200K - $215K
7.47K $214K
UAL
United Airlines Holdings, Inc.

Industrials
2.68K
New
$56.15 - $84.23 $151K - $226K
2.68K $213K
DG
Dollar General Corp

Consumer Defensive
1.85K
New
$86.02 - $114.95 $159K - $213K
1.85K $211K
ADBE
Adobe Inc.

Technology
463
+ 5.22%
$340.0 - $420.68 $157K - $195K
9.34K $3.61M
DDM
Proshares Ultra Dow30

ETFs
2.13K
New
$73.05 - $98.03 $156K - $209K
2.13K $208K
IEV
Ishares Tr Europe ETF

ETFs
1.09K
+ 3.96%
$51.8 - $64.59 $56.4K - $70.3K
28.6K $1.81M
FDVV
Fidelity High Dividend ETF

ETFs
3.96K
New
$43.6 - $52.02 $173K - $206K
3.96K $205K
CTVA
Corteva, Inc.

Basic Materials
2.75K
New
$55.52 - $74.53 $153K - $205K
2.75K $204K
RSP
Invesco S&P 500 Equal Weight E

ETFs
569
+ 4.81%
$152.93 - $181.74 $87K - $103K
12.4K $2.25M
XLP
Consumer Staples Sector Spdr

ETFs
2.67K
+ 17.48%
N/A
17.9K $1.36M
APH
Amphenol Corp

Technology
2.05K
New
$59.09 - $98.75 $121K - $203K
2.05K $202K
TMDX
Trans Medics Group, Inc.

Healthcare
1.5K
New
$67.67 - $143.04 $102K - $215K
1.5K $201K
WAL
Western Alliance Bancorporation

Financial Services
2.58K
New
$61.0 - $79.94 $157K - $206K
2.58K $201K
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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