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
TJX
Tjx Companies Inc

Consumer Cyclical
55
+ 0.69%
$112.81 - $126.16 $6.2K - $6.94K
8.01K $975K
PCAR
Paccar Inc

Industrials
407
+ 10.74%
$96.91 - $112.51 $39.4K - $45.8K
4.2K $408K
IWX
Ishares Tr Russell 200 Value E

ETFs
6
+ 0.15%
$78.54 - $84.86 $471 - $509
3.97K $326K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
108
+ 4.77%
$99.16 - $99.52 $10.7K - $10.7K
2.37K $235K
PNC
Pnc Financial Services Group, Inc.

Financial Services
630
+ 10.71%
$168.84 - $202.89 $106K - $128K
6.52K $1.15M
DGX
Quest Diagnostics Inc

Healthcare
77
+ 2.35%
N/A
3.35K $459K
MSI
Motorola Solutions, Inc.

Technology
95
+ 7.29%
$411.73 - $482.1 $39.1K - $45.8K
1.4K $612K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.04K
+ 13.64%
$16.57 - $18.85 $33.8K - $38.4K
17K $282K
CMCSA
Comcast Corp

Communication Services
507
+ 3.44%
$33.19 - $38.23 $16.8K - $19.4K
15.2K $561K
GS
Goldman Sachs Group Inc

Financial Services
83
+ 6.12%
$524.81 - $672.19 $43.6K - $55.8K
1.44K $786K
CEG
Constellation Energy Corp

Utilities
170
+ 14.57%
$201.63 - $347.44 $34.3K - $59.1K
1.34K $269K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
10K
New
$0.58 - $1.14 $5.8K - $11.4K
10K $6K
VVV
Valvoline Inc

Energy
443
+ 5.82%
$34.44 - $40.19 $15.3K - $17.8K
8.06K $280K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.24K
+ 20.7%
$47.79 - $59.89 $107K - $134K
13K $654K
XLP
Consumer Staples Sector Spdr

ETFs
53
+ 0.35%
N/A
15.3K $1.16M
GAB
Gabelli Equity Trust Inc

Financial Services
142
+ 1.02%
$5.36 - $5.67 $761 - $805
14.1K $77K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12
+ 0.04%
$30.71 - $30.87 $369 - $370
29K $894K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
36
+ 0.08%
$20.64 - $20.73 $743 - $746
42.9K $887K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.12%
N/A
1.69K $313K
Volatility Shs Tr
55K
New
N/A
55K $0
SFLR
Innovator Etfs Tr Equity Manag
1.46K
+ 5.79%
N/A
26.6K $0
Arista Networks Inc
3.22K
+ 8.94%
N/A
39.2K $0
Ge Vernova Inc
194
+ 5.56%
N/A
3.69K $0
Amplify ETF Tr
8.2K
+ 20.36%
N/A
48.5K $0
Qxo Inc
7.8K
+ 11.02%
N/A
78.6K $0
Blackrock Inc
32
+ 6.81%
N/A
502 $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
4.06K
New
N/A
4.06K $0
NEEPRR
Nextera Energy Inc Corporate U
12.2K
+ 15.53%
N/A
90.9K $0
Ishares Bitcoin Trust ETF
902
+ 21.44%
N/A
5.11K $0
OKE
Oneok Inc

Energy
100
+ 1.2%
$89.57 - $109.85 $8.96K - $11K
8.43K $836K
Blackrock ETF Trust Ii
4.46K
New
N/A
4.46K $0
Lam Research Corp
130
+ 1.35%
N/A
9.73K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
2.09K
+ 3.78%
N/A
57.3K $0
Linde PLC
1K
+ 49.63%
N/A
3.03K $0
Cleancore Solutions Inc
1K
+ 4.19%
N/A
24.9K $0
Super Micro Computer Inc
7.78K
New
N/A
7.78K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
7.03K
New
N/A
7.03K $0
Reddit Inc
1.98K
+ 2.95%
N/A
69.1K $0
Canadian Pacific Kansas City
30
+ 0.71%
N/A
4.25K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.39K
+ 18.66%
N/A
27.9K $0
CGMU
Capital Group Core Plus Income
21.5K
New
N/A
21.5K $0
Bondbloxx ETF Trust
6.81K
New
N/A
6.81K $0
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
19
+ 0.75%
$85.06 - $87.69 $1.62K - $1.67K
2.56K $217K
APP
App Lovin Corp

Technology
284
+ 21.58%
$238.08 - $510.13 $67.6K - $145K
1.6K $423K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
55
+ 1.06%
$40.44 - $43.17 $2.22K - $2.37K
5.27K $215K
TFC
Truist Financial Corp

Financial Services
1.1K
+ 5.06%
$39.48 - $48.15 $43.6K - $53.2K
22.9K $944K
FCOM
Fidelity Covington Tr Msci Com

ETFs
437
+ 3.63%
$55.97 - $64.13 $24.5K - $28K
12.5K $701K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
100
+ 6.09%
$166.63 - $185.86 $16.7K - $18.6K
1.74K $290K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
25
+ 1.33%
$117.4 - $131.02 $2.94K - $3.28K
1.9K $227K
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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