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
CMF
Ishares California Muni Bond E

ETFs
825
+ 13.54%
$54.52 - $56.7 $45K - $46.8K
6.92K $385K
SBSW
Sibanye Stillwater LTD

Basic Materials
585
+ 4.21%
$3.22 - $7.55 $1.88K - $4.42K
14.5K $104K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
394
+ 9.59%
$102.02 - $103.5 $40.2K - $40.8K
4.5K $463K
ITB
Ishares Tr

ETFs
767
+ 4.57%
$85.52 - $96.61 $65.6K - $74.1K
17.6K $1.64M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.44K
+ 11.32%
$61.03 - $67.59 $88K - $97.5K
14.2K $906K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
269
+ 29.79%
$212.1 - $244.27 $57.1K - $65.7K
1.17K $256K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.28%
$206.34 - $257.46 $1.03K - $1.29K
1.77K $453K
CNI
Canadian National Railway CO

Industrials
12
+ 0.23%
$92.66 - $108.13 $1.11K - $1.3K
5.12K $532K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.08K
+ 7.08%
$38.81 - $44.28 $80.7K - $92.1K
31.4K $1.33M
CTM
Castellum, Inc.
36K
+ 6.2%
$0.87 - $1.39 $31.3K - $50K
617K $647K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
314
+ 12.29%
$79.41 - $86.53 $24.9K - $27.2K
2.87K $248K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
8
+ 0.08%
$23.87 - $29.82 $191 - $239
9.63K $287K
EFV
Msci Eafe Value ETF

ETFs
17
+ 0.28%
$52.4 - $64.65 $891 - $1.1K
6.16K $391K
EW
Edwards Lifesciences Corp

Healthcare
15
+ 0.33%
$67.07 - $78.22 $1.01K - $1.17K
4.62K $361K
BALL
Ball Corp

Consumer Cyclical
40
+ 0.66%
$44.94 - $56.99 $1.8K - $2.28K
6.14K $344K
PGR
Progressive Corp

Financial Services
585
+ 7.34%
$255.27 - $288.74 $149K - $169K
8.55K $2.28M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
21
+ 0.57%
$53.69 - $67.27 $1.13K - $1.41K
3.68K $247K
NUVB
Nuvation Bio Inc.

Healthcare
4.78K
+ 5.81%
$1.66 - $2.53 $7.93K - $12.1K
87.1K $169K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
90
+ 0.61%
$116.93 - $119.39 $10.5K - $10.7K
14.7K $1.76M
TRV
Travelers Companies, Inc.

Financial Services
81
+ 9.41%
$233.83 - $276.34 $18.9K - $22.4K
942 $252K
IBB
Ishares Biotechnology ETF

ETFs
233
+ 5.36%
$112.02 - $129.0 $26.1K - $30.1K
4.58K $578K
CPRT
Copart Inc

Consumer Cyclical
1.15K
+ 25.34%
$47.72 - $63.84 $54.9K - $73.4K
5.69K $279K
TYL
Tyler Technologies Inc

Technology
19
+ 2.06%
$521.68 - $592.84 $9.91K - $11.3K
942 $558K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
396
+ 1.6%
$49.79 - $50.75 $19.7K - $20.1K
25.1K $1.28M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
56
+ 1.25%
$79.85 - $95.57 $4.47K - $5.35K
4.52K $431K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
216
+ 0.3%
$91.43 - $91.74 $19.7K - $19.8K
72.9K $6.69M
BSX
Boston Scientific Corp

Healthcare
40
+ 1.89%
$89.7 - $107.41 $3.59K - $4.3K
2.16K $231K
AKAM
Akamai Technologies Inc

Technology
196
+ 3.18%
N/A
6.35K $577K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.01%
$54.27 - $63.01 $54.3 - $63
7.5K $469K
MTD
Mettler Toledo International Inc

Healthcare
18
+ 3.96%
$970.15 - $1216.57 $17.5K - $21.9K
472 $554K
EFX
Equifax Inc

Industrials
1
+ 0.09%
$205.5 - $280.54 $206 - $281
1.13K $292K
KRE
Spdr S&P Regional Banking ETF

ETFs
35
+ 0.62%
$48.81 - $59.48 $1.71K - $2.08K
5.68K $337K
PFF
Ishares Trust Ishares Pfd And

ETFs
555
+ 5.4%
$29.0 - $30.68 $16.1K - $17K
10.8K $332K
GAB
Gabelli Equity Trust Inc

Financial Services
2.2K
+ 15.64%
$4.97 - $5.87 $10.9K - $12.9K
16.3K $94K
RSG
Republic Services, Inc.

Industrials
52
+ 5.0%
$227.2 - $258.07 $11.8K - $13.4K
1.09K $269K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.01%
$74.27 - $88.92 $74.3 - $88.9
9.27K $813K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
87
+ 14.03%
$421.16 - $509.5 $36.6K - $44.3K
707 $314K
ENB
Enbridge Inc

Energy
79
+ 0.83%
$41.09 - $47.16 $3.25K - $3.73K
9.65K $437K
CI
Cigna Corp

Healthcare
25
+ 0.73%
$301.89 - $340.04 $7.55K - $8.5K
3.47K $1.15M
STWD
Starwood Property Trust, Inc.

Real Estate
250
+ 1.37%
$17.28 - $20.41 $4.32K - $5.1K
18.5K $371K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
693
+ 1.46%
$50.46 - $58.08 $35K - $40.2K
48K $2.76M
UNP
Union Pacific Corp

Industrials
993
+ 2.8%
$208.27 - $238.46 $207K - $237K
36.4K $8.38M
D
Dominion Energy, Inc

Utilities
33
+ 0.26%
$49.66 - $58.0 $1.64K - $1.91K
12.7K $718K
INTC
Intel Corp

Technology
526
+ 4.59%
$18.13 - $22.69 $9.54K - $11.9K
12K $268K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$103.88 - $123.68 $104 - $124
1.9K $234K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
846
+ 1.49%
$4.83 - $5.39 $4.09K - $4.56K
57.8K $311K
IGLB
Ishares 10+ Year Investment Gr

ETFs
66
+ 1.35%
$47.55 - $50.44 $3.14K - $3.33K
4.95K $248K
FLRN
Spdr Bloomberg Investment Grad

ETFs
98
+ 0.34%
$30.29 - $30.83 $2.97K - $3.02K
29.1K $897K
FSTA
Fidelity Covington Tr Msci Con

ETFs
69
+ 0.55%
$47.94 - $52.5 $3.31K - $3.62K
12.5K $639K
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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