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
EPD
Enterprise Products Partners L.P.

Energy
1.05K
+ 8.07%
$31.75 - $34.14 $33.2K - $35.7K
14K $477K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.46K
+ 22.58%
$46.82 - $47.8 $68.3K - $69.7K
7.92K $372K
CSCO
Cisco Systems, Inc.

Technology
196
+ 0.91%
$58.74 - $64.87 $11.5K - $12.7K
21.8K $1.34M
IXUS
Ishares Tr

ETFs
381
+ 3.64%
$65.06 - $72.31 $24.8K - $27.6K
10.8K $756K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.21K
+ 33.45%
$54.25 - $57.64 $65.5K - $69.6K
4.82K $265K
ROL
Rollins Inc

Consumer Cyclical
40
+ 0.5%
$45.65 - $54.03 $1.83K - $2.16K
7.97K $430K
GWW
W.W. Grainger, Inc.

Industrials
86
+ 24.86%
$953.54 - $1132.42 $82K - $97.4K
432 $426K
BAC
Bank Of America Corp

Financial Services
3.19K
+ 10.02%
$39.61 - $47.74 $126K - $152K
35K $1.46M
VBR
Vanguard Small Cap Value ETF

ETFs
3.79K
+ 6.97%
$183.02 - $207.75 $693K - $787K
58.1K $10.8M
UPS
United Parcel Service Inc

Industrials
1.93K
+ 20.05%
$109.66 - $136.26 $212K - $263K
11.6K $1.27M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.43K
+ 0.57%
$49.78 - $53.19 $71.1K - $76K
254K $13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.69K
+ 2.67%
$49.25 - $50.66 $83K - $85.4K
64.9K $3.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.16%
$402.49 - $513.76 $402 - $514
620 $300K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.22K
+ 41.17%
$283.06 - $421.16 $344K - $513K
4.17K $1.18M
MU
Micron Technology Inc

Technology
451
+ 10.62%
$86.89 - $109.38 $39.2K - $49.3K
4.7K $408K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
11.9K
+ 26.31%
$5.3 - $5.75 $62.8K - $68.2K
56.9K $306K
MCO
Moodys Corp

Financial Services
115
+ 18.4%
$437.8 - $527.48 $50.3K - $60.7K
740 $344K
LNG
Cheniere Energy, Inc.

Energy
84
+ 5.28%
$209.32 - $253.66 $17.6K - $21.3K
1.68K $387K
MUB
Ishares National Muni Bond ETF

ETFs
575
+ 4.12%
$104.71 - $107.69 $60.2K - $61.9K
14.5K $1.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
926
+ 4.84%
$56.17 - $59.71 $52K - $55.3K
20.1K $1.15M
ARLP
Alliance Resource Partners LP

Energy
1.36K
+ 17.75%
$24.47 - $29.24 $33.3K - $39.8K
9.03K $246K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
8.92K
+ 14.29%
$13.21 - $14.63 $118K - $131K
71.4K $942K
PEG
Public Service Enterprise Group Inc

Utilities
1.43K
+ 4.2%
$78.2 - $90.39 $112K - $129K
35.4K $2.92M
MKC
Mccormick & CO Inc

Consumer Defensive
5
+ 0.08%
$71.24 - $84.73 $356 - $424
6.55K $539K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.4%
$1739.0 - $2260.0 $3.48K - $4.52K
145 $282K
WAT
Waters Corp

Healthcare
159
+ 1.79%
$362.16 - $417.28 $57.6K - $66.3K
9.06K $3.34M
SCHW
Schwab Charles Corp

Financial Services
136
+ 2.25%
$71.24 - $83.64 $9.69K - $11.4K
6.19K $484K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
7.54K
+ 15.14%
$13.63 - $15.28 $103K - $115K
57.3K $782K
OTIS
Otis Worldwide Corp

Industrials
34
+ 1.14%
$90.77 - $104.01 $3.09K - $3.54K
3.03K $312K
OXY
Occidental Petroleum Corp

Energy
706
+ 8.34%
$45.45 - $52.7 $32.1K - $37.2K
9.17K $452K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
772
+ 7.63%
$67.43 - $75.54 $52.1K - $58.3K
10.9K $745K
O
Realty Income Corp

Real Estate
142
+ 2.61%
$51.67 - $58.49 $7.34K - $8.31K
5.58K $323K
FENY
Fidelity Covington Tr Msci Ene

ETFs
559
+ 5.33%
$23.24 - $26.16 $13K - $14.6K
11K $282K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
90
+ 1.63%
$128.74 - $138.67 $11.6K - $12.5K
5.6K $759K
CTRA
Coterra Energy Inc.

Energy
29
+ 0.32%
$25.51 - $29.83 $740 - $865
9.21K $266K
HYG
Ishares Tr

ETFs
310
+ 0.99%
$78.51 - $80.11 $24.3K - $24.8K
31.5K $2.49M
HDV
Ishares Core High Dividend ETF

ETFs
21
+ 0.63%
$110.86 - $121.12 $2.33K - $2.54K
3.37K $408K
MTB
M&T Bank Corp

Financial Services
262
+ 14.67%
$170.47 - $201.98 $44.7K - $52.9K
2.05K $366K
ESPR
Esperion Therapeutics, Inc.

Healthcare
20K
New
$1.44 - $2.34 $28.8K - $46.8K
20K $28K
QUAL
Ishares Msci Usa Quality Facto

ETFs
421
+ 6.69%
$168.16 - $186.21 $70.8K - $78.4K
6.71K $1.15M
MSCI
Msci Inc.

Financial Services
87
+ 12.89%
$541.46 - $628.34 $47.1K - $54.7K
762 $430K
PODD
Insulet Corp

Healthcare
81
+ 7.34%
$237.06 - $288.29 $19.2K - $23.4K
1.18K $310K
IWD
Ishares Russell 1000 Val ETF

ETFs
42
+ 0.84%
$182.82 - $196.21 $7.68K - $8.24K
5.03K $946K
STWD
Starwood Property Trust, Inc.

Real Estate
256
+ 1.42%
$18.41 - $20.53 $4.71K - $5.26K
18.2K $360K
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.03%
$101.42 - $113.2 $101 - $113
3.58K $394K
TYL
Tyler Technologies Inc

Technology
26
+ 2.9%
$553.41 - $646.74 $14.4K - $16.8K
923 $536K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
214
+ 3.75%
$90.0 - $96.32 $19.3K - $20.6K
5.93K $547K
HUMA
Humacyte, Inc.

Healthcare
10K
New
$1.71 - $5.18 $17.1K - $51.8K
10K $17K
WDFC
Wd 40 CO

Basic Materials
60
+ 3.87%
$226.67 - $250.92 $13.6K - $15.1K
1.61K $392K
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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