Meridian Wealth Management, LLC New Holdings in Q1 2025

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OWL
Blue Owl Capital Inc.

Financial Services
123K
New
$18.49 - $26.68 $2.27M - $3.27M
123K $2.46M
PPA
Invesco Exchange Traded Fd Tr

ETFs
14.5K
New
$113.59 - $123.29 $1.64M - $1.78M
14.5K $1.69M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
6.9K
New
$154.39 - $176.55 $1.07M - $1.22M
6.9K $1.08M
EPI
Wisdomtree Tr India Earnings F

ETFs
12.8K
New
$40.08 - $45.85 $514K - $588K
12.8K $561K
SNPS
Synopsys Inc

Technology
1.22K
New
$428.58 - $551.54 $523K - $673K
1.22K $523K
CTAS
Cintas Corp

Industrials
2.01K
New
$182.09 - $208.14 $366K - $418K
2.01K $412K
IYE
Ishares Tr

ETFs
8.32K
New
$45.23 - $49.95 $376K - $416K
8.32K $410K
IYH
Ishares Tr

ETFs
5.47K
New
$58.32 - $62.76 $319K - $343K
5.47K $333K
GRMN
Garmin LTD

Technology
1.51K
New
$204.55 - $241.93 $309K - $365K
1.51K $327K
RMD
Resmed Inc

Healthcare
1.35K
New
$219.7 - $257.65 $297K - $349K
1.35K $302K
BK
Bank Of New York Mellon Corp

Financial Services
3.54K
New
$75.42 - $88.95 $267K - $315K
3.54K $296K
XLC
Select Sector Spdr Tr Communic

ETFs
3.01K
New
$94.84 - $105.31 $286K - $317K
3.01K $290K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
7.84K
New
$35.26 - $36.57 $277K - $287K
7.84K $278K
WMB
Williams Companies, Inc.

Energy
4.57K
New
$54.02 - $61.09 $247K - $279K
4.57K $273K
BSMU
Invesco Exchange Self Ind Tr

ETFs
12.4K
New
$21.49 - $22.03 $267K - $274K
12.4K $268K
AMT
American Tower Corp

Real Estate
1.11K
New
$173.46 - $217.6 $192K - $241K
1.11K $241K
SPOT
Spotify Technology S.A.

Communication Services
435
New
$457.79 - $648.32 $199K - $282K
435 $239K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.4K
New
$20.1 - $20.8 $229K - $237K
11.4K $236K
SCHO
Schwab Short Term Us Treasury

ETFs
9.34K
New
$24.1 - $24.34 $225K - $227K
9.34K $227K
HEQT
Simplify Exchange Traded Fds H
7.87K
New
$28.48 - $30.52 $224K - $240K
7.87K $224K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$89.38 - $106.18 $189K - $225K
2.12K $213K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.51K
New
$57.3 - $90.39 $201K - $318K
3.51K $201K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10K
New
$7.39 - $9.09 $73.9K - $90.9K
10K $74K
ESPR
Esperion Therapeutics, Inc.

Healthcare
20K
New
$1.44 - $2.34 $28.8K - $46.8K
20K $28K
HUMA
Humacyte, Inc.

Healthcare
10K
New
$1.71 - $5.18 $17.1K - $51.8K
10K $17K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
10K
New
$0.58 - $1.14 $5.8K - $11.4K
10K $6K
XTWO
Bondbloxx ETF Tr 2 Yr Target D
4.06K
New
N/A
4.06K $0
CGMU
Capital Group Core Plus Income
21.5K
New
N/A
21.5K $0
Blackrock ETF Trust Ii
4.46K
New
N/A
4.46K $0
Bondbloxx ETF Trust
6.81K
New
N/A
6.81K $0
Super Micro Computer Inc
7.78K
New
N/A
7.78K $0
Volatility Shs Tr
55K
New
N/A
55K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
7.03K
New
N/A
7.03K $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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