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
SPGI
S&P Global Inc.

Financial Services
136
+ 2.04%
$438.31 - $527.29 $59.6K - $71.7K
6.8K $3.59M
CSCO
Cisco Systems, Inc.

Technology
454
+ 2.09%
$53.19 - $69.38 $24.1K - $31.5K
22.2K $1.54M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.71K
+ 13.41%
$22.7 - $23.33 $175K - $180K
65.2K $1.52M
MELI
Mercadolibre Inc

Consumer Cyclical
33
+ 22.76%
$1794.73 - $2613.63 $59.2K - $86.2K
178 $465K
ABT
Abbott Laboratories

Healthcare
977
+ 6.81%
$123.95 - $138.08 $121K - $135K
15.3K $2.08M
CGGO
Capital Group Global Growth Eq

ETFs
152
+ 0.31%
$25.31 - $32.17 $3.85K - $4.89K
48.5K $1.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.24K
+ 16.14%
$51.14 - $57.0 $166K - $185K
23.3K $1.32M
LQDA
Liquidia Corp

Healthcare
13.5K
New
$11.99 - $19.3 $161K - $260K
13.5K $167K
ARCC
Ares Capital Corp

Financial Services
9.2K
+ 5.16%
$18.91 - $22.43 $174K - $206K
187K $4.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.96K
+ 13.82%
$82.21 - $83.12 $161K - $163K
16.2K $1.34M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.02K
+ 1.37%
$51.68 - $52.76 $104K - $106K
149K $7.89M
IBDV
Ishares Tr

Technology
6.6K
+ 10.12%
$21.28 - $21.98 $141K - $145K
71.9K $1.58M
SOUN
Soundhound Ai, Inc.

Technology
2.21K
+ 4.26%
$7.18 - $11.76 $15.9K - $26K
54.1K $580K
IWR
Ishares Russell Mid Cap ETF

ETFs
112
+ 0.54%
$74.88 - $91.97 $8.39K - $10.3K
21K $1.93M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.5K
+ 22.06%
$60.21 - $75.37 $90.3K - $113K
8.3K $611K
PYPL
Pay Pal Holdings, Inc.

Financial Services
809
+ 8.14%
$57.41 - $74.81 $46.4K - $60.5K
10.7K $798K
CASY
Caseys General Stores Inc

Consumer Cyclical
108
+ 8.89%
$415.82 - $510.91 $44.9K - $55.2K
1.32K $675K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
7.1K
+ 9.95%
$11.53 - $13.87 $81.9K - $98.5K
78.5K $1.09M
FSK
Fs Kkr Capital Corp

Financial Services
7.05K
+ 38.05%
$17.95 - $21.5 $127K - $152K
25.6K $531K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.69K
+ 13.88%
$20.31 - $24.1 $95.3K - $113K
38.5K $927K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.87K
+ 36.2%
$44.64 - $47.48 $128K - $136K
10.8K $512K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
217
+ 0.87%
$114.78 - $133.31 $24.9K - $28.9K
25K $3.34M
MCO
Moodys Corp

Financial Services
219
+ 29.59%
$396.7 - $501.59 $86.9K - $110K
959 $481K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
6.34K
+ 11.06%
$12.03 - $14.44 $76.3K - $91.5K
63.6K $918K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.59K
+ 18.64%
$49.57 - $50.27 $128K - $130K
16.5K $826K
HYG
Ishares Tr

ETFs
983
+ 3.12%
$75.75 - $80.65 $74.5K - $79.3K
32.5K $2.62M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
96
+ 1.9%
$113.67 - $150.4 $10.9K - $14.4K
5.15K $774K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
12K
New
$10.66 - $11.83 $127K - $141K
12K $132K
BK
Bank Of New York Mellon Corp

Financial Services
1.16K
+ 32.63%
$73.31 - $91.62 $84.7K - $106K
4.7K $427K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.26K
+ 6.69%
$96.84 - $99.46 $122K - $126K
20.1K $2M
UBOT
Direxion Dly Robotics, Art Int

ETFs
2K
+ 10.7%
$12.79 - $21.9 $25.6K - $43.8K
20.7K $453K
BSMU
Invesco Exchange Self Ind Tr

ETFs
5.89K
+ 47.4%
$20.97 - $21.71 $124K - $128K
18.3K $394K
LMT
Lockheed Martin Corp

Industrials
85
+ 1.63%
$430.82 - $486.45 $36.6K - $41.3K
5.32K $2.46M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.18K
+ 25.71%
$65.84 - $80.81 $77.7K - $95.4K
5.77K $462K
XLU
Utilities Sector Spdr

ETFs
1.06K
+ 8.32%
$73.09 - $82.77 $77.8K - $88.1K
13.8K $1.13M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.47K
+ 1.81%
$43.28 - $50.37 $63.4K - $73.8K
82.2K $4.12M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.5K
+ 11.17%
$38.18 - $45.52 $95.4K - $114K
24.9K $1.09M
PODD
Insulet Corp

Healthcare
178
+ 15.03%
$238.57 - $327.47 $42.5K - $58.3K
1.36K $427K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.09%
$55.54 - $69.09 $833 - $1.04K
16.5K $1.14M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.49K
+ 4.99%
$37.18 - $42.55 $55.4K - $63.4K
31.3K $1.33M
FCOM
Fidelity Covington Tr Msci Com

ETFs
128
+ 1.03%
$50.44 - $64.81 $6.46K - $8.3K
12.6K $816K
PEG
Public Service Enterprise Group Inc

Utilities
564
+ 1.59%
$77.13 - $84.18 $43.5K - $47.5K
36K $3.03M
CDE
Coeur Mining, Inc.

Basic Materials
12.8K
New
$4.81 - $9.46 $61.6K - $121K
12.8K $113K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.71K
+ 12.94%
$19.44 - $19.56 $111K - $112K
49.8K $972K
MTB
M&T Bank Corp

Financial Services
420
+ 20.51%
$156.58 - $193.99 $65.8K - $81.5K
2.47K $478K
GRMN
Garmin LTD

Technology
593
+ 39.27%
$173.63 - $218.07 $103K - $129K
2.1K $438K
CTAS
Cintas Corp

Industrials
339
+ 16.87%
$190.11 - $227.66 $64.4K - $77.2K
2.35K $523K
SONO
Sonos Inc

Technology
9.77K
+ 50.73%
$7.7 - $11.25 $75.2K - $110K
29K $313K
XLF
Financial Sector Spdr

ETFs
79
+ 0.2%
$43.92 - $52.37 $3.47K - $4.14K
40K $2.1M
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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