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
MKC
Mccormick & CO Inc

Consumer Defensive
5
+ 0.08%
$71.24 - $84.73 $356 - $424
6.55K $539K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.4%
$1739.0 - $2260.0 $3.48K - $4.52K
145 $282K
WAT
Waters Corp

Healthcare
159
+ 1.79%
$362.16 - $417.28 $57.6K - $66.3K
9.06K $3.34M
SCHW
Schwab Charles Corp

Financial Services
136
+ 2.25%
$71.24 - $83.64 $9.69K - $11.4K
6.19K $484K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
7.54K
+ 15.14%
$13.63 - $15.28 $103K - $115K
57.3K $782K
OTIS
Otis Worldwide Corp

Industrials
34
+ 1.14%
$90.77 - $104.01 $3.09K - $3.54K
3.03K $312K
OXY
Occidental Petroleum Corp

Energy
706
+ 8.34%
$45.45 - $52.7 $32.1K - $37.2K
9.17K $452K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
772
+ 7.63%
$67.43 - $75.54 $52.1K - $58.3K
10.9K $745K
O
Realty Income Corp

Real Estate
142
+ 2.61%
$51.67 - $58.49 $7.34K - $8.31K
5.58K $323K
FENY
Fidelity Covington Tr Msci Ene

ETFs
559
+ 5.33%
$23.24 - $26.16 $13K - $14.6K
11K $282K
HDV
Ishares Core High Dividend ETF

ETFs
21
+ 0.63%
$110.86 - $121.12 $2.33K - $2.54K
3.37K $408K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
90
+ 1.63%
$128.74 - $138.67 $11.6K - $12.5K
5.6K $759K
HYG
Ishares Tr

ETFs
310
+ 0.99%
$78.51 - $80.11 $24.3K - $24.8K
31.5K $2.49M
MTB
M&T Bank Corp

Financial Services
262
+ 14.67%
$170.47 - $201.98 $44.7K - $52.9K
2.05K $366K
QUAL
Ishares Msci Usa Quality Facto

ETFs
421
+ 6.69%
$168.16 - $186.21 $70.8K - $78.4K
6.71K $1.15M
MSCI
Msci Inc.

Financial Services
87
+ 12.89%
$541.46 - $628.34 $47.1K - $54.7K
762 $430K
PODD
Insulet Corp

Healthcare
81
+ 7.34%
$237.06 - $288.29 $19.2K - $23.4K
1.18K $310K
IWD
Ishares Russell 1000 Val ETF

ETFs
42
+ 0.84%
$182.82 - $196.21 $7.68K - $8.24K
5.03K $946K
STWD
Starwood Property Trust, Inc.

Real Estate
256
+ 1.42%
$18.41 - $20.53 $4.71K - $5.26K
18.2K $360K
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.03%
$101.42 - $113.2 $101 - $113
3.58K $394K
TYL
Tyler Technologies Inc

Technology
26
+ 2.9%
$553.41 - $646.74 $14.4K - $16.8K
923 $536K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
214
+ 3.75%
$90.0 - $96.32 $19.3K - $20.6K
5.93K $547K
WDFC
Wd 40 CO

Basic Materials
60
+ 3.87%
$226.67 - $250.92 $13.6K - $15.1K
1.61K $392K
TJX
Tjx Companies Inc

Consumer Cyclical
55
+ 0.69%
$112.81 - $126.16 $6.2K - $6.94K
8.01K $975K
PCAR
Paccar Inc

Industrials
407
+ 10.74%
$96.91 - $112.51 $39.4K - $45.8K
4.2K $408K
IWX
Ishares Tr Russell 200 Value E

ETFs
6
+ 0.15%
$78.54 - $84.86 $471 - $509
3.97K $326K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
108
+ 4.77%
$99.16 - $99.52 $10.7K - $10.7K
2.37K $235K
PNC
Pnc Financial Services Group, Inc.

Financial Services
630
+ 10.71%
$168.84 - $202.89 $106K - $128K
6.52K $1.15M
MSI
Motorola Solutions, Inc.

Technology
95
+ 7.29%
$411.73 - $482.1 $39.1K - $45.8K
1.4K $612K
DGX
Quest Diagnostics Inc

Healthcare
77
+ 2.35%
N/A
3.35K $459K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.04K
+ 13.64%
$16.57 - $18.85 $33.8K - $38.4K
17K $282K
CMCSA
Comcast Corp

Communication Services
507
+ 3.44%
$33.19 - $38.23 $16.8K - $19.4K
15.2K $561K
GS
Goldman Sachs Group Inc

Financial Services
83
+ 6.12%
$524.81 - $672.19 $43.6K - $55.8K
1.44K $786K
CEG
Constellation Energy Corp

Utilities
170
+ 14.57%
$201.63 - $347.44 $34.3K - $59.1K
1.34K $269K
IGLB
Ishares 10+ Year Investment Gr

ETFs
41
+ 0.85%
$48.32 - $51.22 $1.98K - $2.1K
4.88K $245K
VVV
Valvoline Inc

Energy
443
+ 5.82%
$34.44 - $40.19 $15.3K - $17.8K
8.06K $280K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.24K
+ 20.7%
$47.79 - $59.89 $107K - $134K
13K $654K
XLP
Consumer Staples Sector Spdr

ETFs
53
+ 0.35%
N/A
15.3K $1.16M
GAB
Gabelli Equity Trust Inc

Financial Services
142
+ 1.02%
$5.36 - $5.67 $761 - $805
14.1K $77K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12
+ 0.04%
$30.71 - $30.87 $369 - $370
29K $894K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
36
+ 0.08%
$20.64 - $20.73 $743 - $746
42.9K $887K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.12%
N/A
1.69K $313K
Ge Vernova Inc
194
+ 5.56%
N/A
3.69K $0
Cleancore Solutions Inc
1K
+ 4.19%
N/A
24.9K $0
Canadian Pacific Kansas City
30
+ 0.71%
N/A
4.25K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
2.09K
+ 3.78%
N/A
57.3K $0
Linde PLC
1K
+ 49.63%
N/A
3.03K $0
SFLR
Innovator Etfs Tr Equity Manag
1.46K
+ 5.79%
N/A
26.6K $0
Lam Research Corp
130
+ 1.35%
N/A
9.73K $0
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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