Meridian Wealth Management, LLC Reduced Holdings in Q1 2025

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-12.4K
- 7.16%
$375.39 - $447.2 $4.67M - $5.57M
161K $60.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-445
- 0.28%
$468.34 - $539.52 $208K - $240K
158K $74.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-89
- 0.26%
$222.15 - $428.22 $19.8K - $38.1K
33.7K $8.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-70.8K
- 7.32%
$24.91 - $29.02 $1.76M - $2.06M
896K $22.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-106K
- 27.65%
$23.16 - $27.04 $2.46M - $2.87M
278K $6.51M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.27K
- 6.33%
$554.06 - $615.85 $1.81M - $2.01M
48.3K $27.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-29.4K
- 67.47%
$81.83 - $82.73 $2.41M - $2.44M
14.2K $1.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.25K
- 1.81%
$211.47 - $267.17 $264K - $333K
67.7K $14.3M
CRM
Salesforce, Inc.

Technology
-1.92K
- 7.65%
$268.36 - $359.95 $516K - $692K
23.2K $6.23M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-102K
- 82.51%
$20.82 - $22.08 $2.12M - $2.25M
21.6K $463K
SHOP
Shopify Inc.

Technology
-2.82K
- 2.23%
$90.59 - $129.31 $256K - $365K
124K $11.8M
IWM
Ishares Russell 2000 ETF

ETFs
-1.25K
- 2.06%
$198.1 - $229.79 $247K - $287K
59.5K $11.9M
MRK
Merck & Co., Inc.

Healthcare
-7.96K
- 10.16%
$83.01 - $101.02 $661K - $804K
70.4K $6.32M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-11.2K
- 66.87%
$110.9 - $132.93 $1.25M - $1.49M
5.57K $633K
SOUN
Soundhound Ai, Inc.

Technology
-35.8K
- 40.85%
$8.12 - $20.62 $291K - $739K
51.9K $421K
ARES
Ares Management Corp

Financial Services
-1.01K
- 2.92%
$140.19 - $198.28 $141K - $200K
33.6K $4.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.52K
- 7.17%
$102.49 - $119.96 $463K - $542K
58.4K $6.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-806
- 2.76%
$507.05 - $563.67 $409K - $454K
28.4K $14.6M
TTD
Trade Desk, Inc.

Technology
-1.99K
- 12.44%
$53.59 - $126.58 $106K - $251K
14K $764K
NVO
Novo Nordisk A S

Healthcare
-7.89K
- 33.73%
$69.3 - $90.95 $546K - $717K
15.5K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.18K
- 1.07%
$57.21 - $65.8 $125K - $143K
202K $11.8M
TFLO
Ishares Treasury Floating Rate

ETFs
-18.8K
- 12.65%
$50.48 - $50.68 $951K - $955K
130K $6.59M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-441
- 1.71%
$165.25 - $224.62 $72.9K - $99.1K
25.4K $4.22M
DLR
Digital Realty Trust, Inc.

Real Estate
-90
- 0.41%
$142.1 - $183.56 $12.8K - $16.5K
21.9K $3.14M
DKNG
Draft Kings Inc.

Consumer Cyclical
-5.45K
- 4.18%
$33.21 - $53.49 $181K - $292K
125K $4.15M
VGSH
Vanguard

ETFs
-12K
- 33.25%
$58.07 - $58.69 $699K - $706K
24.2K $1.42M
LMT
Lockheed Martin Corp

Industrials
-855
- 14.05%
$423.19 - $506.29 $362K - $433K
5.23K $2.34M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-607
- 0.12%
$21.23 - $23.75 $12.9K - $14.4K
516K $11.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-689
- 2.65%
$140.44 - $166.79 $96.8K - $115K
25.3K $3.56M
MAIN
Main Street Capital Corp

Financial Services
-6.6K
- 6.03%
$54.71 - $63.1 $361K - $416K
103K $5.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-18.1K
- 10.69%
$21.75 - $24.28 $394K - $439K
151K $3.34M
CTM
Castellum, Inc.
-8.6K
- 1.46%
$0.65 - $1.77 $5.59K - $15.2K
581K $615K
EMR
Emerson Electric CO

Industrials
-62
- 0.18%
$108.64 - $131.17 $6.74K - $8.13K
34.5K $3.79M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-805
- 4.1%
$192.82 - $222.1 $155K - $179K
18.8K $3.63M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-5K
- 30.11%
$67.24 - $84.27 $336K - $422K
11.6K $791K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.49K
- 23.43%
$114.57 - $118.14 $514K - $530K
14.7K $1.73M
DHI
Horton D R Inc

Consumer Cyclical
-611
- 1.93%
$125.29 - $147.65 $76.6K - $90.2K
31.1K $3.95M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.6K
- 1.42%
$25.58 - $29.24 $92.1K - $105K
250K $6.56M
SHV
Ishares Tr

ETFs
-4.42K
- 5.32%
$110.11 - $110.51 $487K - $488K
78.7K $8.69M
CDNS
Cadence Design Systems Inc

Technology
-426
- 5.75%
$233.96 - $324.52 $99.7K - $138K
6.98K $1.77M
KMI
Kinder Morgan, Inc.

Energy
-23.5K
- 11.67%
$26.1 - $31.22 $613K - $734K
178K $5.07M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.84K
- 54.34%
$48.31 - $49.23 $427K - $435K
7.43K $365K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-201
- 2.42%
$360.07 - $417.26 $72.4K - $83.9K
8.12K $2.93M
SSO
Proshares Ultra S&P 500

ETFs
-2.74K
- 14.52%
$80.57 - $100.21 $221K - $274K
16.1K $1.34M
PHM
Pultegroup Inc

Consumer Cyclical
-3.12K
- 23.56%
$101.09 - $118.51 $315K - $369K
10.1K $1.04M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-663
- 0.62%
$59.97 - $70.03 $39.8K - $46.4K
106K $6.62M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.76K
- 38.72%
$78.0 - $84.37 $371K - $402K
7.54K $601K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-33.9K
- 8.9%
$11.96 - $13.56 $406K - $460K
347K $4.46M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-18.7K
- 32.59%
$21.23 - $22.14 $397K - $415K
38.7K $853K
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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