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
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.9K
+ 12.28%
$27.98 - $33.9 $53.1K - $64.3K
17.4K $485K
PRU
Prudential Financial Inc

Financial Services
74
+ 3.22%
$105.04 - $122.33 $7.77K - $9.05K
2.37K $264K
CHDN
Churchill Downs Inc

Consumer Cyclical
526
+ 17.82%
$106.5 - $132.91 $56K - $69.9K
3.48K $386K
RF
Regions Financial Corp

Financial Services
1.41K
+ 6.27%
$20.84 - $24.77 $29.3K - $34.8K
23.8K $517K
KRE
Spdr S&P Regional Banking ETF

ETFs
155
+ 2.82%
$55.11 - $65.5 $8.54K - $10.2K
5.64K $320K
AVLV
American Centy ETF Tr Avantis
259
+ 1.43%
$63.51 - $70.42 $16.4K - $18.2K
18.3K $1.2M
IWS
Ishares Russell Midcap Value E

ETFs
158
+ 1.72%
$122.59 - $135.24 $19.4K - $21.4K
9.32K $1.17M
EFX
Equifax Inc

Industrials
2
+ 0.18%
$235.63 - $278.34 $471 - $557
1.13K $274K
MLN
Vaneck Long Muni ETF

ETFs
39
+ 0.14%
$17.22 - $18.0 $672 - $702
27.6K $479K
CARR
Carrier Global Corp

Industrials
240
+ 3.98%
$62.07 - $70.55 $14.9K - $16.9K
6.27K $397K
TM
Toyota Motor Corp

Consumer Cyclical
36
+ 2.87%
$176.53 - $195.35 $6.36K - $7.03K
1.29K $227K
VXF
Vanguard Extended Market ETF

ETFs
380
+ 8.01%
$170.36 - $201.04 $64.7K - $76.4K
5.12K $882K
CSX
Csx Corp

Industrials
327
+ 2.88%
$29.11 - $33.67 $9.52K - $11K
11.7K $344K
FXR
First Trust Industrials/Produc

ETFs
48
+ 0.88%
$68.3 - $79.81 $3.28K - $3.83K
5.49K $382K
IWB
Ishares Tr Russell 1000 ETF

ETFs
123
+ 2.93%
$302.31 - $337.54 $37.2K - $41.5K
4.32K $1.33M
DSI
Ishares Msci Kld 400 Social Et

ETFs
151
+ 2.57%
$101.98 - $115.66 $15.4K - $17.5K
6.03K $617K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
665
+ 4.48%
$40.03 - $46.81 $26.6K - $31.1K
15.5K $632K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
1.6K
+ 5.88%
$3.79 - $6.65 $6.06K - $10.6K
28.8K $109K
CGGO
Capital Group Global Growth Eq

ETFs
239
+ 0.5%
$28.33 - $30.84 $6.77K - $7.37K
48.3K $1.37M
STZ
Constellation Brands, Inc.

Consumer Defensive
173
+ 9.48%
$161.05 - $222.93 $27.9K - $38.6K
2K $366K
CLX
Clorox CO

Consumer Defensive
5
+ 0.2%
$141.76 - $162.89 $709 - $814
2.49K $367K
CSL
Carlisle Companies Inc

Industrials
6
+ 0.43%
$326.43 - $408.24 $1.96K - $2.45K
1.41K $479K
VOT
Vanguard Mid Cap Growth Index

ETFs
662
+ 3.02%
$237.72 - $276.98 $157K - $183K
22.6K $5.53M
DECK
Deckers Outdoor Corp

Consumer Cyclical
830
+ 57.68%
$111.56 - $223.11 $92.6K - $185K
2.27K $253K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1
+ 0.02%
$101.13 - $119.79 $101 - $120
4.44K $458K
NIO
Nio Inc.

Consumer Cyclical
250
+ 0.28%
$3.75 - $5.22 $938 - $1.31K
88.9K $338K
SRE
Sempra Energy

Utilities
562
+ 10.53%
$67.85 - $87.67 $38.1K - $49.3K
5.9K $420K
USB
Us Bancorp \De\

Financial Services
83
+ 0.84%
$40.92 - $50.9 $3.4K - $4.22K
9.96K $420K
VO
Vanguard Mid Cap ETF

ETFs
27
+ 0.25%
$251.87 - $277.95 $6.8K - $7.5K
11K $2.85M
CGUS
Capital Group Core Equity ETF
14
+ 0.04%
$33.08 - $36.62 $463 - $513
35.1K $1.17M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
251
+ 2.98%
$25.0 - $39.76 $6.28K - $9.98K
8.67K $216K
AXP
American Express CO

Financial Services
145
+ 3.72%
$255.39 - $325.87 $37K - $47.3K
4.04K $1.09M
HON
Honeywell International Inc

Industrials
57
+ 0.98%
$202.75 - $226.52 $11.6K - $12.9K
5.87K $1.24M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 4.43%
$4295.4 - $5141.88 $85.9K - $103K
471 $2.17M
FITB
Fifth Third Bancorp

Financial Services
43
+ 0.17%
$37.48 - $44.96 $1.61K - $1.93K
25.8K $1.01M
FDIS
Fidelity Covington Tr Msci Con

ETFs
433
+ 4.85%
$82.77 - $101.84 $35.8K - $44.1K
9.36K $791K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
605
+ 0.75%
$48.02 - $53.02 $29.1K - $32.1K
80.8K $4M
XLK
Technology Sector Spdr

ETFs
593
+ 7.27%
$206.38 - $242.18 $122K - $144K
8.75K $1.81M
IJK
Ishares S&P Midcap 400 Growth

ETFs
186
+ 1.34%
$81.62 - $96.63 $15.2K - $18K
14.1K $1.17M
KKR
Kkr & Co. Inc.

Financial Services
291
+ 7.54%
$108.17 - $167.07 $31.5K - $48.6K
4.15K $479K
ET
Energy Transfer LP

Energy
780
+ 0.71%
$17.26 - $21.08 $13.5K - $16.4K
110K $2.05M
DIS
Walt Disney CO

Communication Services
1.15K
+ 6.96%
$96.87 - $114.0 $111K - $131K
17.6K $1.74M
SOXL
Direxion Daily Semiconductor B

ETFs
624
+ 6.61%
$15.95 - $35.15 $9.95K - $21.9K
10.1K $160K
IWN
Ishares Russell2000 Val ETF

ETFs
25
+ 0.3%
$149.27 - $169.4 $3.73K - $4.24K
8.31K $1.25M
EOSE
Eos Energy Enterprises, Inc.

Industrials
2.6K
+ 2.61%
$3.78 - $6.08 $9.83K - $15.8K
102K $387K
TGT
Target Corp

Consumer Defensive
34
+ 0.82%
$103.65 - $142.5 $3.52K - $4.85K
4.18K $435K
LOW
Lowes Companies Inc

Consumer Cyclical
106
+ 0.94%
$222.66 - $268.42 $23.6K - $28.5K
11.4K $2.67M
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 3.87%
$167.82 - $208.28 $198K - $246K
31.7K $5.42M
QLD
Proshares Ultra Qqq

ETFs
898
+ 6.63%
$88.88 - $119.12 $79.8K - $107K
14.4K $1.28M
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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