Meridian Wealth Management, LLC Incresed Positions in Q2 2025

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
35.6K
+ 46.62%
$146.29 - $275.65 $5.21M - $9.82M
112K $30.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.78K
+ 2.38%
$416.06 - $551.64 $1.57M - $2.08M
162K $89.4M
HOOD
Robinhood Markets, Inc.

Technology
13.6K
+ 6.22%
$34.17 - $93.63 $464K - $1.27M
232K $21.7M
TSLA
Tesla, Inc.

Consumer Cyclical
29.5K
+ 87.56%
$221.86 - $362.89 $6.54M - $10.7M
63.2K $20.1M
JPM
Jpmorgan Chase & CO

Financial Services
586
+ 0.3%
$210.28 - $289.91 $123K - $170K
194K $56.4M
PLTR
Palantir Technologies Inc.

Technology
54.5K
+ 237.9%
$74.01 - $144.25 $4.03M - $7.86M
77.4K $10.6M
META
Meta Platforms, Inc.

Communication Services
2.11K
+ 6.49%
$484.66 - $738.09 $1.02M - $1.56M
34.6K $25.6M
AER
Aer Cap Holdings N.V.

Industrials
30.5K
+ 28.67%
$88.97 - $117.24 $2.72M - $3.58M
137K $16M
IEFA
Ishares Tr

ETFs
53.1K
+ 111.93%
$67.83 - $84.09 $3.6M - $4.47M
101K $8.4M
VUG
Vanguard Growth ETF

ETFs
1.57K
+ 2.71%
$329.49 - $438.4 $519K - $690K
59.6K $26.1M
NOW
Service Now, Inc.

Technology
2.42K
+ 45.48%
$721.65 - $1040.18 $1.75M - $2.52M
7.75K $7.96M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
28.9K
+ 203.27%
$82.32 - $112.47 $2.38M - $3.25M
43.1K $4.84M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.61K
+ 19.5%
$321.63 - $509.31 $840K - $1.33M
16K $8.16M
HEQT
Simplify Exchange Traded Fds H
111K
+ 1413.11%
$27.22 - $30.05 $3.03M - $3.34M
119K $3.58M
CAT
Caterpillar Inc

Industrials
2.42K
+ 6.2%
$273.94 - $388.21 $662K - $938K
41.4K $16.1M
NFLX
Netflix Inc

Communication Services
165
+ 2.38%
$855.86 - $1339.13 $141K - $221K
7.1K $9.51M
EPI
Wisdomtree Tr India Earnings F

ETFs
62.3K
+ 485.17%
$41.3 - $47.52 $2.57M - $2.96M
75.1K $3.57M
VTI
Vanguard Total Stock Market Et

ETFs
5K
+ 11.98%
$243.75 - $303.93 $1.22M - $1.52M
46.8K $14.2M
GOOG
Alphabet Inc.

Communication Services
2.04K
+ 2.11%
$146.58 - $180.01 $299K - $367K
98.9K $17.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 4.59%
$456.74 - $568.03 $596K - $741K
29.7K $16.9M
VBR
Vanguard Small Cap Value ETF

ETFs
8.97K
+ 15.44%
$162.76 - $195.77 $1.46M - $1.76M
67.1K $13.1M
GE
General Electric CO

Industrials
3.3K
+ 16.46%
$166.81 - $257.39 $551K - $850K
23.4K $6.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.9K
+ 5.7%
$72.02 - $73.82 $1.79M - $1.84M
462K $34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.62K
+ 6.36%
$141.37 - $228.57 $229K - $370K
27K $6.12M
CGDV
Capital Group Divid Value ETF

ETFs
40.4K
+ 278.72%
$31.93 - $39.49 $1.29M - $1.6M
54.9K $2.17M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.2K
+ 14.72%
$57.46 - $75.58 $586K - $771K
79.5K $6.01M
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 0.43%
$451.58 - $565.94 $63.2K - $79.2K
32.6K $17.7M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
500
+ 0.35%
$63.06 - $78.98 $31.5K - $39.5K
145K $11.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.5K
+ 467.04%
$50.08 - $63.14 $1.13M - $1.42M
27.3K $1.72M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.27K
+ 12.9%
$104.34 - $138.68 $445K - $592K
37.3K $5.18M
PANW
Palo Alto Networks Inc

Technology
854
+ 2.69%
$152.44 - $204.64 $130K - $175K
32.6K $6.67M
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.4K
+ 11.02%
$35.9 - $43.76 $590K - $720K
166K $7.16M
COST
Costco Wholesale Corp

Consumer Defensive
438
+ 2.42%
$908.13 - $1056.85 $398K - $463K
18.5K $18.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.65K
+ 3.79%
$51.16 - $62.02 $391K - $475K
209K $13M
VTV
Vanguard Value ETF

ETFs
3.72K
+ 3.18%
$153.67 - $176.74 $571K - $657K
121K $21.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.31K
+ 5.3%
$58.41 - $72.69 $310K - $386K
106K $7.67M
ARES
Ares Management Corp

Financial Services
355
+ 1.06%
$118.04 - $175.83 $41.9K - $62.4K
33.9K $5.88M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.28K
+ 5.0%
$55.15 - $68.11 $291K - $359K
111K $7.54M
IYW
Ishares Dj Us Tech ETF

ETFs
179
+ 0.71%
$122.57 - $173.27 $21.9K - $31K
25.5K $4.42M
TFLO
Ishares Treasury Floating Rate

ETFs
16.7K
+ 12.82%
$50.47 - $50.66 $842K - $845K
147K $7.44M
EMR
Emerson Electric CO

Industrials
112
+ 0.32%
$94.15 - $133.33 $10.5K - $14.9K
34.6K $4.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.21K
+ 7.82%
$82.17 - $99.96 $346K - $421K
58K $5.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 7.43%
$4164.15 - $5789.24 $146K - $203K
506 $2.93M
FAST
Fastenal CO

Industrials
25K
+ 305.98%
$40.65 - $83.16 $1.02M - $2.08M
33.2K $1.39M
MS
Morgan Stanley

Financial Services
1.2K
+ 5.01%
$99.83 - $140.86 $119K - $168K
25.1K $3.53M
DLR
Digital Realty Trust, Inc.

Real Estate
258
+ 1.18%
$136.11 - $177.69 $35.1K - $45.8K
22.2K $3.86M
VDE
Vanguard Energy ETF

ETFs
6.07K
+ 207.7%
$105.87 - $130.56 $643K - $792K
8.99K $1.07M
KO
Coca Cola CO

Consumer Defensive
9.8K
+ 30.85%
$68.37 - $73.9 $670K - $724K
41.6K $2.94M
CGUS
Capital Group Core Equity ETF
14.2K
+ 40.3%
$29.93 - $36.93 $424K - $523K
49.3K $1.82M
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email