Meridian Wealth Management, LLC Incresed Positions in Q1 2025

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
78.1K
+ 21.78%
$71.17 - $73.66 $5.56M - $5.76M
437K $32.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
955
+ 1.32%
$442.66 - $534.52 $423K - $510K
73.5K $39.1M
UNP
Union Pacific Corp

Industrials
16.4K
+ 86.36%
$225.21 - $254.42 $3.7M - $4.18M
35.4K $8.37M
ABBV
Abb Vie Inc.

Healthcare
5.53K
+ 7.65%
$169.2 - $216.66 $936K - $1.2M
77.8K $16.3M
HOOD
Robinhood Markets, Inc.

Technology
52.5K
+ 31.71%
$35.63 - $65.28 $1.87M - $3.43M
218K $9.07M
GLD
Spdr Gold Trust

ETFs
2.1K
+ 4.5%
$243.19 - $288.14 $510K - $604K
48.7K $14M
CVX
Chevron Corp

Energy
4.41K
+ 6.08%
$146.71 - $167.97 $647K - $741K
77K $12.9M
V
Visa Inc.

Financial Services
3.74K
+ 17.1%
$306.92 - $362.71 $1.15M - $1.36M
25.6K $8.97M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
221
+ 0.13%
$34.58 - $45.97 $7.64K - $10.2K
169K $7.76M
ISRG
Intuitive Surgical Inc

Healthcare
4.99K
+ 18.2%
$476.63 - $610.45 $2.38M - $3.05M
32.4K $16.1M
OEF
Ishares S&P 100 ETF

ETFs
6.03K
+ 179.87%
N/A
9.38K $2.5M
VTI
Vanguard Total Stock Market Et

ETFs
7.29K
+ 21.14%
$271.18 - $303.12 $1.98M - $2.21M
41.8K $11.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.9K
+ 34.93%
$64.88 - $72.1 $1.68M - $1.87M
100K $6.59M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
44K
+ 63.02%
$32.49 - $37.99 $1.43M - $1.67M
114K $3.82M
RTX
Raytheon Technologies Corp

Industrials
2.03K
+ 3.46%
$114.1 - $135.66 $232K - $276K
60.8K $8.05M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
47K
+ 14.88%
$24.29 - $24.65 $1.14M - $1.16M
363K $8.95M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
53.2K
+ 13.96%
$22.25 - $23.0 $1.18M - $1.22M
435K $9.99M
GE
General Electric CO

Industrials
3.15K
+ 18.61%
$168.59 - $212.13 $531K - $668K
20.1K $4.02M
VTV
Vanguard Value ETF

ETFs
4.49K
+ 3.99%
$167.73 - $179.21 $754K - $805K
117K $20.2M
IEFA
Ishares Tr

ETFs
11.7K
+ 32.65%
$69.57 - $78.65 $813K - $919K
47.5K $3.59M
JNJ
Johnson & Johnson

Healthcare
658
+ 1.54%
$142.06 - $167.7 $93.5K - $110K
43.4K $7.2M
SO
Southern CO

Utilities
4.95K
+ 9.47%
$80.96 - $92.96 $401K - $460K
57.2K $5.26M
IQLT
Ishares Msci Intl Quality Fact

ETFs
15K
+ 11.17%
$36.91 - $41.03 $553K - $615K
149K $5.92M
SLV
I Shares Silver Trust

ETFs
1.32K
+ 0.69%
$26.93 - $31.32 $35.5K - $41.2K
193K $5.97M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
43
+ 1.45%
$1187.71 - $1432.58 $51.1K - $61.6K
3.01K $4.31M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.52K
+ 149.92%
$91.76 - $103.26 $782K - $880K
14.2K $1.31M
LLY
Eli Lilly & CO

Healthcare
316
+ 3.34%
$725.72 - $929.72 $229K - $294K
9.77K $8.07M
SBUX
Starbucks Corp

Consumer Cyclical
7K
+ 62.2%
$91.75 - $115.81 $642K - $811K
18.3K $1.79M
SUB
Ishares Short Term National Mu

ETFs
6.88K
+ 138.95%
$105.3 - $106.24 $725K - $731K
11.8K $1.25M
WFC
Wells Fargo & Company

Financial Services
9.87K
+ 108.41%
$66.78 - $81.42 $659K - $804K
19K $1.36M
PSA
Public Storage

Real Estate
2.39K
+ 181.21%
$288.99 - $313.98 $691K - $751K
3.71K $1.11M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
30.3K
+ 17.41%
$23.32 - $23.84 $707K - $723K
205K $4.79M
ROP
Roper Technologies Inc

Industrials
227
+ 3.08%
$502.71 - $593.81 $114K - $135K
7.6K $4.48M
ING
Ing Groep Nv

Financial Services
962
+ 0.63%
$15.51 - $20.74 $14.9K - $20K
155K $3.03M
PPG
Ppg Industries Inc

Basic Materials
5.8K
+ 311.21%
$107.44 - $124.29 $623K - $721K
7.67K $838K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.91K
+ 0.6%
$34.83 - $37.52 $66.4K - $71.6K
319K $11.6M
MS
Morgan Stanley

Financial Services
6.09K
+ 34.27%
$111.68 - $141.08 $680K - $859K
23.9K $2.78M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.5K
+ 24.47%
$114.9 - $139.6 $747K - $908K
33.1K $3.89M
CGCP
Capital Group Core Plus Income

ETFs
22.4K
+ 45.42%
$21.94 - $22.64 $491K - $507K
71.7K $1.61M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.05K
+ 5.77%
$51.52 - $52.37 $415K - $422K
147K $7.72M
T
At&T Inc.

Communication Services
6.41K
+ 10.67%
$21.56 - $28.28 $138K - $181K
66.4K $1.88M
ADBE
Adobe Inc.

Technology
2.36K
+ 36.3%
$377.84 - $464.11 $893K - $1.1M
8.88K $3.4M
PG
Procter & Gamble CO

Consumer Defensive
1.96K
+ 3.33%
$158.56 - $176.26 $311K - $345K
60.8K $10.4M
META
Meta Platforms, Inc.

Communication Services
1.55K
+ 5.02%
$576.36 - $736.67 $896K - $1.14M
32.5K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11K
+ 4.23%
$27.01 - $28.54 $297K - $314K
271K $7.56M
FE
Firstenergy Corp

Utilities
9.99K
+ 11.09%
$37.95 - $43.5 $379K - $435K
100K $4.05M
FNF
Fidelity National Financial, Inc.

Financial Services
156
+ 0.31%
$54.25 - $65.27 $8.46K - $10.2K
49.9K $3.25M
NOC
Northrop Grumman Corp

Industrials
210
+ 2.72%
$433.45 - $513.82 $91K - $108K
7.93K $4.06M
MDT
Medtronic PLC

Healthcare
3.87K
+ 49.49%
$79.84 - $94.5 $309K - $366K
11.7K $1.05M
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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