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
SCHO
Schwab Short Term Us Treasury

ETFs
9.34K
New
$24.1 - $24.34 $225K - $227K
9.34K $227K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.4K
+ 3.3%
$25.77 - $27.6 $139K - $149K
169K $4.49M
HEQT
Simplify Exchange Traded Fds H
7.87K
New
$28.48 - $30.52 $224K - $240K
7.87K $224K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$89.38 - $106.18 $189K - $225K
2.12K $213K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.4K
+ 4.62%
$29.34 - $31.31 $480K - $513K
370K $11M
ETN
Eaton Corp PLC

Industrials
1.41K
+ 47.46%
$271.83 - $371.23 $383K - $523K
4.38K $1.19M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.51K
New
$57.3 - $90.39 $201K - $318K
3.51K $201K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.79K
+ 14.82%
$42.18 - $45.16 $160K - $171K
29.4K $1.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.56K
+ 14.39%
$97.38 - $104.52 $152K - $163K
12.4K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
137
+ 1.03%
$308.86 - $455.36 $42.3K - $62.4K
13.4K $4.72M
DGRO
Ishares Core Dividend Growth E

ETFs
1.56K
+ 0.84%
$60.46 - $64.42 $94.4K - $101K
187K $11.6M
TSCO
Tractor Supply CO

Consumer Cyclical
2.87K
+ 34.15%
$51.66 - $57.94 $148K - $166K
11.3K $621K
X
United States Steel Corp

Basic Materials
127
+ 0.63%
$30.47 - $43.0 $3.87K - $5.46K
20.2K $852K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 9.67%
$156.61 - $168.02 $174K - $186K
12.6K $2.02M
FICO
Fair Isaac Corp

Technology
132
+ 24.58%
$1695.35 - $2030.47 $224K - $268K
669 $1.23M
SHEL
Shell PLC

Energy
682
+ 6.61%
$62.84 - $73.29 $42.9K - $50K
11K $805K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.53K
+ 6.47%
$24.73 - $25.62 $112K - $116K
74.4K $1.9M
KR
Kroger CO

Consumer Defensive
94
+ 0.44%
$58.36 - $67.72 $5.49K - $6.37K
21.7K $1.47M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.22K
+ 15.48%
$52.16 - $56.68 $116K - $126K
16.5K $920K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.82K
+ 12.85%
$50.48 - $51.04 $142K - $144K
24.7K $1.25M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.31K
+ 11.49%
$41.61 - $44.72 $95.9K - $103K
22.4K $968K
COP
Conocophillips

Energy
990
+ 18.62%
$88.6 - $105.85 $87.7K - $105K
6.31K $662K
MGV
Vanguard Mega Cap Value

ETFs
882
+ 16.94%
$123.61 - $133.01 $109K - $117K
6.09K $784K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
931
+ 1.99%
$69.87 - $75.62 $65K - $70.4K
47.6K $3.45M
AZN
Astrazeneca PLC

Healthcare
349
+ 2.58%
$65.37 - $77.96 $22.8K - $27.2K
13.9K $1.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
754
+ 3.13%
$126.11 - $135.06 $95.1K - $102K
24.8K $3.2M
ITB
Ishares Tr

ETFs
2.59K
+ 18.23%
$93.86 - $111.45 $243K - $289K
16.8K $1.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 1.52%
$91.45 - $91.75 $99.8K - $100K
72.7K $6.67M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.32K
+ 30.86%
$23.1 - $23.56 $123K - $125K
22.6K $523K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
5.4K
+ 33.05%
$22.66 - $23.19 $122K - $125K
21.7K $494K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.36K
+ 8.98%
$66.3 - $74.17 $89.9K - $101K
16.5K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.15K
+ 6.21%
$94.86 - $97.12 $109K - $111K
19.6K $1.87M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.98K
+ 31.24%
$53.81 - $62.59 $106K - $124K
8.31K $465K
XLU
Utilities Sector Spdr

ETFs
864
+ 7.25%
$74.7 - $80.27 $64.5K - $69.4K
12.8K $1.01M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
5.37K
+ 18.91%
$22.77 - $24.73 $122K - $133K
33.8K $786K
CMF
Ishares California Muni Bond E

ETFs
1.77K
+ 40.76%
$55.93 - $57.47 $98.7K - $101K
6.1K $343K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.1%
$142.8 - $176.36 $571 - $705
3.96K $683K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
843
+ 7.09%
$65.44 - $70.64 $55.2K - $59.5K
12.7K $870K
AKAM
Akamai Technologies Inc

Technology
992
+ 19.2%
N/A
6.16K $559K
ASML
Asml Holding Nv

Technology
170
+ 20.71%
$662.63 - $776.99 $113K - $132K
991 $656K
HAL
Halliburton CO

Energy
3.89K
+ 51.15%
$24.15 - $29.9 $94K - $116K
11.5K $291K
DVY
Ishares Tr

ETFs
431
+ 5.1%
$128.58 - $138.1 $55.4K - $59.5K
8.88K $1.19M
NVS
Novartis Ag

Healthcare
209
+ 5.02%
$97.14 - $115.57 $20.3K - $24.2K
4.37K $487K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.87K
+ 38.71%
$30.73 - $32.26 $88.1K - $92.5K
10.3K $315K
PEP
Pepsico Inc

Consumer Defensive
1.27K
+ 2.36%
$142.64 - $156.42 $182K - $199K
55.3K $8.29M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 51.15%
$80.08 - $92.93 $92.5K - $107K
3.41K $275K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$7.39 - $9.09 $73.9K - $90.9K
10K $74K
XLF
Financial Sector Spdr

ETFs
296
+ 0.75%
$47.32 - $52.19 $14K - $15.4K
39.9K $1.99M
D
Dominion Energy, Inc

Utilities
816
+ 6.88%
$52.85 - $57.43 $43.1K - $46.9K
12.7K $710K
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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