Meridian Wealth Management, LLC New Holdings in Q2 2025

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
99.7K
New
$49.38 - $79.97 $4.92M - $7.97M
99.7K $7.72M
AUSF
Global X Fds Adaptive U S Fact

ETFs
110K
New
$39.16 - $44.7 $4.3M - $4.91M
110K $4.91M
EQH
Equitable Holdings, Inc.

Financial Services
63.2K
New
$43.98 - $56.1 $2.78M - $3.55M
63.2K $3.55M
LVHI
Franklin International Low Vol

ETFs
106K
New
$28.91 - $33.28 $3.07M - $3.53M
106K $3.46M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
52.3K
New
$48.22 - $60.41 $2.52M - $3.16M
52.3K $3.13M
FLMI
Franklin Dynamic Municipal Bon

ETFs
38.5K
New
$23.57 - $24.6 $906K - $946K
38.5K $932K
AOA
Ishares Tr Core Aggressive All

ETFs
10.7K
New
$69.46 - $83.4 $740K - $888K
10.7K $888K
AGX
Argan Inc

Industrials
3.25K
New
$120.08 - $243.11 $390K - $790K
3.25K $716K
SNOW
Snowflake Inc.

Technology
2.53K
New
$130.53 - $223.77 $331K - $567K
2.53K $567K
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.59K
New
$70.56 - $92.75 $395K - $519K
5.59K $502K
SAP
Sap Se

Technology
1.46K
New
$237.53 - $309.8 $347K - $453K
1.46K $444K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.4K
New
N/A
17.4K $412K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.49K
New
$46.77 - $47.89 $397K - $407K
8.49K $402K
CFLT
Confluent, Inc.

Technology
15.8K
New
$19.44 - $24.93 $307K - $394K
15.8K $393K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
3.14K
New
$93.75 - $114.45 $295K - $360K
3.14K $359K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6.83K
New
$25.35 - $64.65 $173K - $442K
6.83K $340K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13K
New
$24.88 - $25.41 $322K - $329K
13K $329K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.79K
New
$45.2 - $46.6 $307K - $316K
6.79K $314K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.43K
New
$45.07 - $52.57 $290K - $338K
6.43K $313K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.38K
New
$50.06 - $80.8 $169K - $273K
3.38K $273K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.25K
New
$27.82 - $46.45 $146K - $244K
5.25K $243K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.4K
New
$18.94 - $21.67 $216K - $248K
11.4K $241K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
12K
New
$20.01 - $20.15 $240K - $242K
12K $241K
JCI
Johnson Controls International PLC

Industrials
2.28K
New
$71.14 - $105.62 $162K - $241K
2.28K $240K
STRL
Sterling Construction CO Inc

Industrials
1.02K
New
$104.96 - $231.51 $107K - $237K
1.02K $236K
TTWO
Take Two Interactive Software Inc

Communication Services
967
New
$194.58 - $243.05 $188K - $235K
967 $234K
DFAI
Dimensional ETF Tr

ETFs
6.71K
New
$28.02 - $34.71 $188K - $233K
6.71K $232K
SMR
Nuscale Power Corp

Industrials
5.84K
New
$12.6 - $43.24 $73.6K - $253K
5.84K $231K
CHWY
Chewy, Inc.

Consumer Cyclical
5.4K
New
$31.21 - $48.21 $169K - $260K
5.4K $230K
CLH
Clean Harbors Inc

Industrials
981
New
$182.1 - $233.5 $179K - $229K
981 $226K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.2K
New
$34.72 - $42.74 $181K - $222K
5.2K $222K
GNR
Spdr S&P Global Natural Resour

ETFs
4.1K
New
$45.66 - $55.03 $187K - $226K
4.1K $222K
DRSK
ETF Ser Solutions Aptus Define

ETFs
7.47K
New
$26.75 - $28.79 $200K - $215K
7.47K $214K
UAL
United Airlines Holdings, Inc.

Industrials
2.68K
New
$56.15 - $84.23 $151K - $226K
2.68K $213K
DG
Dollar General Corp

Consumer Defensive
1.85K
New
$86.02 - $114.95 $159K - $213K
1.85K $211K
DDM
Proshares Ultra Dow30

ETFs
2.13K
New
$73.05 - $98.03 $156K - $209K
2.13K $208K
FDVV
Fidelity High Dividend ETF

ETFs
3.96K
New
$43.6 - $52.02 $173K - $206K
3.96K $205K
CTVA
Corteva, Inc.

Basic Materials
2.75K
New
$55.52 - $74.53 $153K - $205K
2.75K $204K
APH
Amphenol Corp

Technology
2.05K
New
$59.09 - $98.75 $121K - $203K
2.05K $202K
TMDX
Trans Medics Group, Inc.

Healthcare
1.5K
New
$67.67 - $143.04 $102K - $215K
1.5K $201K
WAL
Western Alliance Bancorporation

Financial Services
2.58K
New
$61.0 - $79.94 $157K - $206K
2.58K $201K
LQDA
Liquidia Corp

Healthcare
13.5K
New
$11.99 - $19.3 $161K - $260K
13.5K $167K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
12K
New
$10.66 - $11.83 $127K - $141K
12K $132K
CDE
Coeur Mining, Inc.

Basic Materials
12.8K
New
$4.81 - $9.46 $61.6K - $121K
12.8K $113K
PMO
Putnam Municipal Opportunities Trust

Financial Services
10.1K
New
$9.46 - $10.23 $95.6K - $103K
10.1K $99K
PMM
Putnam Managed Municipal Income Trust

Financial Services
14.3K
New
$5.75 - $6.19 $82.2K - $88.5K
14.3K $85K
TRX
Trx Gold Corp

Basic Materials
50K
New
$0.27 - $0.35 $13.5K - $17.5K
50K $17K
Capital Group International
27.4K
New
N/A
27.4K $0
DGT
Spdr Global Dow ETF
19.3K
New
N/A
19.3K $0
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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