Meridian Wealth Management, LLC Reduced Holdings in Q2 2025

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-62.1K
- 91.67%
$179.95 - $278.88 $11.2M - $17.3M
5.64K $1.57M
UNH
Unitedhealth Group Inc

Healthcare
-9.5K
- 32.01%
$274.35 - $599.47 $2.61M - $5.7M
20.2K $6.3M
IWM
Ishares Russell 2000 ETF

ETFs
-45.2K
- 76.0%
$174.82 - $215.79 $7.91M - $9.76M
14.3K $3.08M
DKNG
Draft Kings Inc.

Consumer Cyclical
-116K
- 92.53%
$31.67 - $42.89 $3.66M - $4.96M
9.34K $400K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-68.8K
- 30.23%
$47.46 - $55.3 $3.27M - $3.81M
159K $8.75M
ACN
Accenture PLC

Technology
-11.6K
- 82.19%
$279.23 - $323.21 $3.24M - $3.75M
2.52K $752K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-229
- 0.31%
$483.48 - $539.8 $111K - $124K
73.2K $35.6M
TXN
Texas Instruments Inc

Technology
-15.7K
- 71.49%
N/A
6.26K $1.22M
ABBV
Abb Vie Inc.

Healthcare
-1.05K
- 1.35%
$170.16 - $206.27 $179K - $217K
76.8K $14.2M
IOO
Ishares Tr Global 100 ETF

ETFs
-19.9K
- 34.07%
$84.95 - $107.81 $1.69M - $2.15M
38.6K $4.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-28.9K
- 10.68%
$24.32 - $27.87 $702K - $805K
242K $6.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-10.7K
- 54.79%
$91.23 - $97.27 $978K - $1.04M
8.85K $860K
HEFA
Ishares Currency Hedged Msci E

ETFs
-38.4K
- 12.01%
$32.11 - $38.21 $1.23M - $1.47M
281K $10.7M
BMY
Bristol Myers Squibb CO

Healthcare
-160
- 0.32%
$44.12 - $59.6 $7.06K - $9.54K
50.3K $2.33M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-32.6K
- 19.31%
$41.45 - $54.46 $1.35M - $1.77M
136K $7.09M
FNF
Fidelity National Financial, Inc.

Financial Services
-3.7K
- 7.43%
$53.62 - $66.59 $199K - $247K
46.2K $2.59M
AI
C3.Ai, Inc.

Technology
-33K
- 54.37%
$18.24 - $27.8 $603K - $919K
27.7K $681K
OEF
Ishares S&P 100 ETF

ETFs
-2.17K
- 23.1%
N/A
7.22K $1.92M
PHM
Pultegroup Inc

Consumer Cyclical
-4.83K
- 47.76%
$92.02 - $106.54 $444K - $514K
5.28K $556K
AMGN
Amgen Inc

Healthcare
-8
- 0.05%
$262.28 - $309.85 $2.1K - $2.48K
14.7K $4.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.28K
- 11.71%
$77.74 - $78.78 $488K - $495K
47.4K $3.73M
NEE
Nextera Energy Inc

Utilities
-5.65K
- 28.41%
$64.11 - $75.0 $362K - $424K
14.2K $988K
XLV
Select Sector Spdr Fund Health

ETFs
-663
- 2.39%
$128.77 - $144.3 $85.4K - $95.7K
27K $3.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.15K
- 25.36%
$75.05 - $77.34 $387K - $398K
15.2K $1.17M
MPC
Marathon Petroleum Corp

Energy
-3.28K
- 36.71%
$118.55 - $170.08 $389K - $559K
5.66K $940K
TPL
Texas Pacific Land Corp

Energy
-202
- 44.99%
$1036.28 - $1430.55 $209K - $289K
247 $260K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.93K
- 38.19%
$108.87 - $133.04 $319K - $390K
4.75K $631K
IEMG
Ishares Inc

ETFs
-5.97K
- 26.42%
N/A
16.6K $892K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-14.9K
- 6.19%
$23.32 - $24.45 $348K - $365K
226K $5.53M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-399
- 43.28%
$483.07 - $625.6 $193K - $250K
523 $274K
VIG
Vanguard Dividend Appreciation

ETFs
-1.64K
- 4.9%
N/A
31.8K $5.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.59K
- 5.54%
$79.56 - $82.92 $365K - $381K
78.2K $6.48M
FE
Firstenergy Corp

Utilities
-6.1K
- 6.09%
$38.31 - $43.17 $234K - $263K
94K $3.79M
MUB
Ishares National Muni Bond ETF

ETFs
-2.35K
- 16.17%
$102.31 - $105.8 $240K - $249K
12.2K $1.27M
VRT
Vertiv Holdings CO

Industrials
-2.99K
- 14.14%
N/A
18.1K $1.57M
MLN
Vaneck Long Muni ETF

ETFs
-13.9K
- 50.5%
$16.49 - $17.52 $230K - $244K
13.7K $230K
OXY
Occidental Petroleum Corp

Energy
-3.92K
- 42.68%
$36.11 - $49.33 $141K - $193K
5.26K $220K
PAYX
Paychex Inc

Industrials
-20
- 0.08%
$137.01 - $159.78 $2.74K - $3.2K
25.8K $3.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-29.6K
- 10.67%
$20.42 - $25.3 $605K - $750K
248K $6.28M
OKE
Oneok Inc

Energy
-940
- 11.15%
$78.71 - $100.37 $74K - $94.3K
7.49K $611K
PFE
Pfizer Inc

Healthcare
-4.98K
- 6.03%
$21.59 - $24.84 $108K - $124K
77.6K $1.88M
LOW
Lowes Companies Inc

Consumer Cyclical
-357
- 3.12%
$210.83 - $235.28 $75.3K - $84K
11.1K $2.46M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.57K
- 12.5%
$141.87 - $164.49 $223K - $259K
11K $1.81M
IEF
Ishares Barclays

ETFs
-2.29K
- 5.34%
$93.15 - $96.56 $213K - $221K
40.5K $3.88M
NEM
Newmont Corp

Basic Materials
-5.5K
- 46.05%
$44.18 - $59.46 $243K - $327K
6.44K $375K
UBER
Uber Technologies, Inc

Technology
-5K
- 36.97%
$64.62 - $93.3 $323K - $466K
8.52K $794K
UNL
United States 12 Month Natural Gas Fund, LP

ETFs
-9K
- 12.7%
$8.36 - $10.17 $75.2K - $91.5K
61.9K $538K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1
- 0.01%
$90.21 - $112.66 $90.2 - $113
8.36K $762K
WAT
Waters Corp

Healthcare
-14
- 0.15%
$307.71 - $366.67 $4.31K - $5.13K
9.04K $3.16M
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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