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
MTB
M&T Bank Corp

Financial Services
420
+ 20.51%
$156.58 - $193.99 $65.8K - $81.5K
2.47K $478K
CTAS
Cintas Corp

Industrials
339
+ 16.87%
$190.11 - $227.66 $64.4K - $77.2K
2.35K $523K
GRMN
Garmin LTD

Technology
593
+ 39.27%
$173.63 - $218.07 $103K - $129K
2.1K $438K
SONO
Sonos Inc

Technology
9.77K
+ 50.73%
$7.7 - $11.25 $75.2K - $110K
29K $313K
XLF
Financial Sector Spdr

ETFs
79
+ 0.2%
$43.92 - $52.37 $3.47K - $4.14K
40K $2.1M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.62K
+ 30.26%
$23.18 - $30.7 $60.8K - $80.5K
11.3K $320K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.92K
+ 11.46%
$20.66 - $20.74 $102K - $102K
47.8K $988K
ALL
Allstate Corp

Financial Services
557
+ 27.33%
$180.53 - $212.64 $101K - $118K
2.6K $522K
T
At&T Inc.

Communication Services
1.91K
+ 2.87%
$26.33 - $28.94 $50.2K - $55.2K
68.4K $1.98M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
4.42K
+ 20.31%
$22.22 - $22.92 $98.1K - $101K
26.2K $593K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.61K
+ 10.4%
$35.35 - $42.68 $57K - $68.8K
17.1K $729K
UL
Unilever PLC

Consumer Defensive
242
+ 0.48%
$57.9 - $65.43 $14K - $15.8K
50.9K $3.12M
PSA
Public Storage

Real Estate
379
+ 10.21%
$266.31 - $309.77 $101K - $117K
4.09K $1.2M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
904
+ 38.13%
$99.1 - $99.49 $89.6K - $89.9K
3.28K $325K
RMD
Resmed Inc

Healthcare
163
+ 12.05%
$204.54 - $258.0 $33.3K - $42.1K
1.52K $391K
MSI
Motorola Solutions, Inc.

Technology
266
+ 19.01%
$394.72 - $440.39 $105K - $117K
1.67K $700K
EHC
Encompass Health Corp

Healthcare
2
+ 0.05%
$96.12 - $122.63 $192 - $245
4.1K $503K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
268
+ 15.38%
$153.22 - $199.8 $41.1K - $53.5K
2.01K $376K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.03%
$91.62 - $116.16 $183 - $232
6.04K $701K
CARR
Carrier Global Corp

Industrials
285
+ 4.55%
$55.55 - $75.83 $15.8K - $21.6K
6.56K $479K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
97
+ 0.59%
$61.08 - $74.04 $5.92K - $7.18K
16.6K $1.23M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
9.13K
+ 91.26%
$6.66 - $8.12 $60.8K - $74.1K
19.1K $155K
GILD
Gilead Sciences, Inc.

Healthcare
1.14K
+ 2.74%
$96.91 - $113.0 $110K - $129K
42.8K $4.74M
KKR
Kkr & Co. Inc.

Financial Services
34
+ 0.82%
$92.79 - $134.29 $3.15K - $4.57K
4.18K $556K
PNC
Pnc Financial Services Group, Inc.

Financial Services
40
+ 0.61%
$149.76 - $186.42 $5.99K - $7.46K
6.56K $1.22M
AVLV
American Centy ETF Tr Avantis
293
+ 1.6%
$56.85 - $68.21 $16.7K - $20K
18.6K $1.27M
ARLP
Alliance Resource Partners LP

Energy
3.14K
+ 34.8%
$24.67 - $27.45 $77.5K - $86.2K
12.2K $318K
VNQ
Vanguard Specialized Funds Van

ETFs
972
+ 8.85%
$79.79 - $91.42 $77.6K - $88.9K
12K $1.06M
VOX
Vanguard Communication Service

ETFs
212
+ 14.37%
$133.12 - $171.03 $28.2K - $36.3K
1.69K $288K
ET
Energy Transfer LP

Energy
6.38K
+ 5.79%
$15.65 - $18.93 $99.9K - $121K
117K $2.12M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
213
+ 3.13%
$56.88 - $70.77 $12.1K - $15.1K
7.02K $496K
AVUV
American Centy ETF Tr Avantis

ETFs
102
+ 0.84%
$75.17 - $91.21 $7.67K - $9.3K
12.2K $1.11M
ECL
Ecolab Inc.

Basic Materials
30
+ 1.01%
$225.65 - $270.95 $6.77K - $8.13K
3.02K $812K
MMM
3 M CO

Industrials
90
+ 1.18%
$126.09 - $154.15 $11.3K - $13.9K
7.7K $1.17M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.3K
+ 20.16%
$20.23 - $21.04 $46.5K - $48.4K
13.7K $288K
SYK
Stryker Corp

Healthcare
17
+ 0.91%
$337.37 - $395.63 $5.74K - $6.73K
1.89K $749K
FITB
Fifth Third Bancorp

Financial Services
54
+ 0.21%
$33.32 - $41.51 $1.8K - $2.24K
25.8K $1.06M
VPU
Vanguard Utilities ETF

ETFs
190
+ 6.35%
$158.36 - $178.82 $30.1K - $34K
3.18K $562K
LNG
Cheniere Energy, Inc.

Energy
123
+ 7.34%
$197.25 - $244.33 $24.3K - $30.1K
1.8K $437K
NUE
Nucor Corp

Basic Materials
152
+ 4.85%
$103.22 - $131.43 $15.7K - $20K
3.28K $425K
OWL
Blue Owl Capital Inc.

Financial Services
7.76K
+ 6.33%
$15.9 - $21.16 $123K - $164K
130K $2.5M
SYLD
Cambria Shareholder Yld ETF

ETFs
443
+ 3.07%
$55.35 - $65.57 $24.5K - $29K
14.9K $966K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.2%
$108.12 - $135.04 $757 - $945
3.45K $465K
AZO
Autozone Inc

Consumer Cyclical
16
+ 10.96%
$3478.38 - $3880.15 $55.7K - $62.1K
162 $601K
TJX
Tjx Companies Inc

Consumer Cyclical
257
+ 3.21%
$119.13 - $135.03 $30.6K - $34.7K
8.27K $1.02M
USB
Us Bancorp \De\

Financial Services
309
+ 3.1%
$36.4 - $45.76 $11.2K - $14.1K
10.3K $464K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
7
+ 0.16%
$91.51 - $113.03 $641 - $791
4.45K $502K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
64
+ 0.37%
$24.54 - $30.41 $1.57K - $1.95K
17.4K $529K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.52K
+ 5.23%
$9.18 - $10.99 $14K - $16.7K
30.6K $336K
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
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