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
PGR
Progressive Corp

Financial Services
301
+ 3.93%
$235.61 - $291.22 $70.9K - $87.7K
7.97K $2.25M
IEV
Ishares Tr Europe ETF

ETFs
4.52K
+ 19.64%
$51.89 - $60.68 $234K - $274K
27.5K $1.6M
WMT
Walmart Inc.

Consumer Defensive
8.85K
+ 5.85%
$84.5 - $105.05 $747K - $929K
160K $14.1M
NFLX
Netflix Inc

Communication Services
107
+ 1.57%
$828.4 - $1058.6 $88.6K - $113K
6.94K $6.47M
EOG
Eog Resources Inc

Energy
1.62K
+ 5.32%
$120.54 - $138.05 $195K - $223K
32K $4.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.6K
+ 6.36%
$53.6 - $58.97 $729K - $802K
228K $12.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.35K
+ 5.5%
$85.29 - $92.57 $201K - $218K
45.2K $4.11M
AI
C3.Ai, Inc.

Technology
34.2K
+ 128.85%
$20.92 - $36.93 $716K - $1.26M
60.8K $1.28M
PAYX
Paychex Inc

Industrials
3
+ 0.01%
$136.06 - $154.52 $408 - $464
25.8K $3.98M
FTNT
Fortinet, Inc.

Technology
3.55K
+ 46.52%
$92.49 - $114.57 $328K - $406K
11.2K $1.08M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.96K
+ 9.4%
$62.72 - $71.92 $374K - $428K
69.3K $4.37M
TPL
Texas Pacific Land Corp

Energy
223
+ 98.67%
$1180.08 - $1431.01 $263K - $319K
449 $594K
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 8.59%
$64.98 - $124.62 $118K - $226K
22.9K $1.93M
SNY
Sanofi

Healthcare
391
+ 0.89%
$48.15 - $59.42 $18.8K - $23.2K
44.2K $2.45M
IOO
Ishares Tr Global 100 ETF

ETFs
5.84K
+ 11.1%
$96.2 - $105.12 $562K - $614K
58.5K $5.63M
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 4.16%
$37.81 - $46.49 $70.9K - $87.2K
47K $2.13M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12.5K
+ 5.46%
$24.07 - $24.5 $300K - $306K
241K $5.84M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.8K
+ 29.35%
$24.79 - $25.26 $292K - $297K
51.9K $1.31M
MA
Mastercard Inc

Financial Services
71
+ 0.57%
$504.67 - $576.31 $35.8K - $40.9K
12.5K $6.86M
FAST
Fastenal CO

Industrials
3.46K
+ 73.49%
$71.11 - $79.98 $246K - $277K
8.17K $633K
IYF
Ishares Tr

ETFs
2.54K
+ 77.94%
$107.69 - $119.37 $274K - $303K
5.8K $654K
IBDV
Ishares Tr

Technology
12.5K
+ 23.61%
$21.11 - $21.73 $263K - $271K
65.3K $1.42M
WM
Waste Management Inc

Industrials
122
+ 1.4%
$200.54 - $233.78 $24.5K - $28.5K
8.82K $2.04M
RKLB
Rocket Lab Usa, Inc.

Industrials
25K
+ 117.95%
$17.12 - $31.57 $427K - $788K
46.1K $824K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
34.8K
+ 12.51%
$11.63 - $13.3 $405K - $463K
313K $3.64M
VEA
Vanguard Ftse Developed Market

ETFs
1.43K
+ 2.36%
$47.4 - $52.99 $67.8K - $75.8K
62.1K $3.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
507
+ 71.61%
$378.71 - $442.54 $192K - $224K
1.22K $527K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.56K
+ 19.95%
$22.61 - $23.14 $216K - $221K
57.5K $1.33M
DUK
Duke Energy Corp

Utilities
340
+ 2.48%
$105.87 - $121.97 $36K - $41.5K
14K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.39K
+ 1.7%
$79.17 - $82.04 $110K - $114K
82.8K $6.77M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.4K
+ 3.3%
$25.77 - $27.6 $139K - $149K
169K $4.49M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.4K
+ 4.62%
$29.34 - $31.31 $480K - $513K
370K $11M
ETN
Eaton Corp PLC

Industrials
1.41K
+ 47.46%
$271.83 - $371.23 $383K - $523K
4.38K $1.19M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.79K
+ 14.82%
$42.18 - $45.16 $160K - $171K
29.4K $1.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.56K
+ 14.39%
$97.38 - $104.52 $152K - $163K
12.4K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
137
+ 1.03%
$308.86 - $455.36 $42.3K - $62.4K
13.4K $4.72M
NEE
Nextera Energy Inc

Utilities
2.81K
+ 16.45%
$66.96 - $76.16 $188K - $214K
19.9K $1.41M
DGRO
Ishares Core Dividend Growth E

ETFs
1.56K
+ 0.84%
$60.46 - $64.42 $94.4K - $101K
187K $11.6M
TSCO
Tractor Supply CO

Consumer Cyclical
2.87K
+ 34.15%
$51.66 - $57.94 $148K - $166K
11.3K $621K
X
United States Steel Corp

Basic Materials
127
+ 0.63%
$30.47 - $43.0 $3.87K - $5.46K
20.2K $852K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 9.67%
$156.61 - $168.02 $174K - $186K
12.6K $2.02M
FICO
Fair Isaac Corp

Technology
132
+ 24.58%
$1695.35 - $2030.47 $224K - $268K
669 $1.23M
SHEL
Shell PLC

Energy
682
+ 6.61%
$62.84 - $73.29 $42.9K - $50K
11K $805K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.53K
+ 6.47%
$24.73 - $25.62 $112K - $116K
74.4K $1.9M
KR
Kroger CO

Consumer Defensive
94
+ 0.44%
$58.36 - $67.72 $5.49K - $6.37K
21.7K $1.47M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.22K
+ 15.48%
$52.16 - $56.68 $116K - $126K
16.5K $920K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.82K
+ 12.85%
$50.48 - $51.04 $142K - $144K
24.7K $1.25M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.31K
+ 11.49%
$41.61 - $44.72 $95.9K - $103K
22.4K $968K
COP
Conocophillips

Energy
990
+ 18.62%
$88.6 - $105.85 $87.7K - $105K
6.31K $662K
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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