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
MGV
Vanguard Mega Cap Value

ETFs
882
+ 16.94%
$123.61 - $133.01 $109K - $117K
6.09K $784K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
931
+ 1.99%
$69.87 - $75.62 $65K - $70.4K
47.6K $3.45M
AZN
Astrazeneca PLC

Healthcare
349
+ 2.58%
$65.37 - $77.96 $22.8K - $27.2K
13.9K $1.02M
ITB
Ishares Tr

ETFs
2.59K
+ 18.23%
$93.86 - $111.45 $243K - $289K
16.8K $1.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
754
+ 3.13%
$126.11 - $135.06 $95.1K - $102K
24.8K $3.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 1.52%
$91.45 - $91.75 $99.8K - $100K
72.7K $6.67M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.32K
+ 30.86%
$23.1 - $23.56 $123K - $125K
22.6K $523K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
5.4K
+ 33.05%
$22.66 - $23.19 $122K - $125K
21.7K $494K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.36K
+ 8.98%
$66.3 - $74.17 $89.9K - $101K
16.5K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.15K
+ 6.21%
$94.86 - $97.12 $109K - $111K
19.6K $1.87M
XLU
Utilities Sector Spdr

ETFs
864
+ 7.25%
$74.7 - $80.27 $64.5K - $69.4K
12.8K $1.01M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
5.37K
+ 18.91%
$22.77 - $24.73 $122K - $133K
33.8K $786K
CMF
Ishares California Muni Bond E

ETFs
1.77K
+ 40.76%
$55.93 - $57.47 $98.7K - $101K
6.1K $343K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.1%
$142.8 - $176.36 $571 - $705
3.96K $683K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
843
+ 7.09%
$65.44 - $70.64 $55.2K - $59.5K
12.7K $870K
AKAM
Akamai Technologies Inc

Technology
992
+ 19.2%
N/A
6.16K $559K
ASML
Asml Holding Nv

Technology
170
+ 20.71%
$662.63 - $776.99 $113K - $132K
991 $656K
HAL
Halliburton CO

Energy
3.89K
+ 51.15%
$24.15 - $29.9 $94K - $116K
11.5K $291K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.87K
+ 38.71%
$30.73 - $32.26 $88.1K - $92.5K
10.3K $315K
NVS
Novartis Ag

Healthcare
209
+ 5.02%
$97.14 - $115.57 $20.3K - $24.2K
4.37K $487K
DVY
Ishares Tr

ETFs
431
+ 5.1%
$128.58 - $138.1 $55.4K - $59.5K
8.88K $1.19M
PEP
Pepsico Inc

Consumer Defensive
1.27K
+ 2.36%
$142.64 - $156.42 $182K - $199K
55.3K $8.29M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 51.15%
$80.08 - $92.93 $92.5K - $107K
3.41K $275K
XLF
Financial Sector Spdr

ETFs
296
+ 0.75%
$47.32 - $52.19 $14K - $15.4K
39.9K $1.99M
D
Dominion Energy, Inc

Utilities
816
+ 6.88%
$52.85 - $57.43 $43.1K - $46.9K
12.7K $710K
EPD
Enterprise Products Partners L.P.

Energy
1.05K
+ 8.07%
$31.75 - $34.14 $33.2K - $35.7K
14K $477K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.46K
+ 22.58%
$46.82 - $47.8 $68.3K - $69.7K
7.92K $372K
CSCO
Cisco Systems, Inc.

Technology
196
+ 0.91%
$58.74 - $64.87 $11.5K - $12.7K
21.8K $1.34M
IXUS
Ishares Tr

ETFs
381
+ 3.64%
$65.06 - $72.31 $24.8K - $27.6K
10.8K $756K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.21K
+ 33.45%
$54.25 - $57.64 $65.5K - $69.6K
4.82K $265K
ROL
Rollins Inc

Consumer Cyclical
40
+ 0.5%
$45.65 - $54.03 $1.83K - $2.16K
7.97K $430K
BAC
Bank Of America Corp

Financial Services
3.19K
+ 10.02%
$39.61 - $47.74 $126K - $152K
35K $1.46M
GWW
W.W. Grainger, Inc.

Industrials
86
+ 24.86%
$953.54 - $1132.42 $82K - $97.4K
432 $426K
VBR
Vanguard Small Cap Value ETF

ETFs
3.79K
+ 6.97%
$183.02 - $207.75 $693K - $787K
58.1K $10.8M
UPS
United Parcel Service Inc

Industrials
1.93K
+ 20.05%
$109.66 - $136.26 $212K - $263K
11.6K $1.27M
NUE
Nucor Corp

Basic Materials
377
+ 13.68%
$114.48 - $142.52 $43.2K - $53.7K
3.13K $376K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.43K
+ 0.57%
$49.78 - $53.19 $71.1K - $76K
254K $13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.69K
+ 2.67%
$49.25 - $50.66 $83K - $85.4K
64.9K $3.22M
MU
Micron Technology Inc

Technology
451
+ 10.62%
$86.89 - $109.38 $39.2K - $49.3K
4.7K $408K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.22K
+ 41.17%
$283.06 - $421.16 $344K - $513K
4.17K $1.18M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.16%
$402.49 - $513.76 $402 - $514
620 $300K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
11.9K
+ 26.31%
$5.3 - $5.75 $62.8K - $68.2K
56.9K $306K
MCO
Moodys Corp

Financial Services
115
+ 18.4%
$437.8 - $527.48 $50.3K - $60.7K
740 $344K
LNG
Cheniere Energy, Inc.

Energy
84
+ 5.28%
$209.32 - $253.66 $17.6K - $21.3K
1.68K $387K
MUB
Ishares National Muni Bond ETF

ETFs
575
+ 4.12%
$104.71 - $107.69 $60.2K - $61.9K
14.5K $1.53M
ARLP
Alliance Resource Partners LP

Energy
1.36K
+ 17.75%
$24.47 - $29.24 $33.3K - $39.8K
9.03K $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
926
+ 4.84%
$56.17 - $59.71 $52K - $55.3K
20.1K $1.15M
PEG
Public Service Enterprise Group Inc

Utilities
1.43K
+ 4.2%
$78.2 - $90.39 $112K - $129K
35.4K $2.92M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
8.92K
+ 14.29%
$13.21 - $14.63 $118K - $131K
71.4K $942K
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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