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
CGCP
Capital Group Core Plus Income

ETFs
-8.12K
- 11.32%
$21.92 - $22.56 $178K - $183K
63.6K $1.43M
DVA
Davita Inc.

Healthcare
-705
- 9.82%
$133.5 - $155.51 $94.1K - $110K
6.48K $922K
PAVE
Global X Fds Us Infrastructure

ETFs
-14.7K
- 18.36%
$33.78 - $43.68 $495K - $640K
65.2K $2.84M
FICO
Fair Isaac Corp

Technology
-85
- 12.71%
$1503.62 - $2206.01 $128K - $188K
584 $1.07M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-6.63K
- 31.73%
$24.61 - $25.89 $163K - $172K
14.3K $366K
BP
Bp PLC

Energy
-1.61K
- 5.6%
$26.11 - $33.81 $42K - $54.4K
27.1K $812K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-2.74K
- 0.88%
$9.85 - $11.67 $27K - $32K
311K $3.49M
VZ
Verizon Communications Inc

Communication Services
-1.19K
- 2.54%
$41.67 - $45.62 $49.7K - $54.4K
45.8K $1.98M
WM
Waste Management Inc

Industrials
-539
- 6.11%
$216.47 - $242.1 $117K - $130K
8.29K $1.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.94K
- 2.99%
$48.13 - $49.85 $93.5K - $96.8K
63K $3.09M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.38K
- 23.31%
$81.46 - $94.63 $113K - $131K
4.55K $430K
DOW
Dow Inc.

Basic Materials
-495
- 4.24%
$25.81 - $34.89 $12.8K - $17.3K
11.2K $296K
TGT
Target Corp

Consumer Defensive
-771
- 18.47%
$88.76 - $105.77 $68.4K - $81.5K
3.4K $335K
MU
Micron Technology Inc

Technology
-2.17K
- 46.19%
$64.72 - $127.91 $140K - $277K
2.53K $311K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.97K
- 1.14%
$10.49 - $12.99 $41.6K - $51.5K
343K $4.37M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.15K
- 22.91%
$67.03 - $80.35 $76.8K - $92.1K
3.86K $307K
EPD
Enterprise Products Partners L.P.

Energy
-1K
- 7.16%
$28.95 - $34.22 $29K - $34.3K
13K $402K
TSCO
Tractor Supply CO

Consumer Cyclical
-898
- 7.96%
$47.86 - $55.77 $43K - $50.1K
10.4K $547K
MDT
Medtronic PLC

Healthcare
-491
- 4.2%
$80.68 - $88.86 $39.6K - $43.6K
11.2K $975K
IYE
Ishares Tr

ETFs
-785
- 9.43%
$40.36 - $49.67 $31.7K - $39K
7.54K $340K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.57K
- 18.65%
$27.29 - $29.28 $70.2K - $75.4K
11.2K $328K
CLX
Clorox CO

Consumer Defensive
-5
- 0.2%
$118.01 - $148.69 $590 - $743
2.49K $298K
IMMP
Immutep LTD

Healthcare
-14K
- 3.61%
$1.41 - $2.49 $19.7K - $34.7K
373K $611K
YUM
Yum Brands Inc

Consumer Cyclical
-27
- 0.4%
$138.36 - $161.45 $3.74K - $4.36K
6.68K $990K
MKC
Mccormick & CO Inc

Consumer Defensive
-261
- 3.98%
$71.11 - $82.25 $18.6K - $21.5K
6.29K $476K
HUM
Humana Inc

Healthcare
-5
- 0.16%
$224.93 - $295.04 $1.12K - $1.48K
3.07K $751K
CL
Colgate Palmolive CO

Consumer Defensive
-386
- 3.95%
$87.57 - $96.0 $33.8K - $37.1K
9.4K $854K
STZ
Constellation Brands, Inc.

Consumer Defensive
-129
- 6.46%
$160.0 - $195.62 $20.6K - $25.2K
1.87K $304K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.88K
- 8.72%
$18.68 - $21.54 $35.2K - $40.6K
19.7K $402K
NVO
Novo Nordisk A S

Healthcare
-760
- 4.91%
$58.08 - $81.05 $44.1K - $61.6K
14.7K $1.02M
VLUE
Ishares Msci Usa Value Factor

ETFs
-897
- 12.89%
$93.5 - $113.21 $83.9K - $102K
6.06K $686K
CHD
Church & Dwight CO Inc

Consumer Defensive
-52
- 1.45%
$91.57 - $110.76 $4.76K - $5.76K
3.53K $339K
EFG
Msci Eafe Growth ETF

ETFs
-1.72K
- 14.79%
$89.8 - $112.0 $155K - $193K
9.92K $1.11M
SHEL
Shell PLC

Energy
-279
- 2.54%
$59.75 - $73.05 $16.7K - $20.4K
10.7K $754K
SJM
J M Smucker CO

Consumer Defensive
-78
- 3.6%
$94.41 - $118.52 $7.36K - $9.24K
2.09K $205K
IQV
Iqvia Holdings Inc.

Healthcare
-51
- 2.35%
$137.0 - $174.37 $6.99K - $8.89K
2.12K $333K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-360
- 6.43%
$121.58 - $136.74 $43.8K - $49.2K
5.24K $711K
CTRA
Coterra Energy Inc.

Energy
-484
- 5.25%
$22.6 - $29.07 $10.9K - $14.1K
8.73K $221K
VGSH
Vanguard

ETFs
-774
- 3.2%
$58.32 - $58.95 $45.1K - $45.6K
23.4K $1.37M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-224
- 1.8%
$90.85 - $102.31 $20.4K - $22.9K
12.2K $1.23M
WDFC
Wd 40 CO

Basic Materials
-60
- 3.73%
$217.49 - $248.93 $13K - $14.9K
1.55K $353K
CVS
Cvs Health Corp

Healthcare
-715
- 6.55%
$60.04 - $70.18 $42.9K - $50.2K
10.2K $703K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-685
- 9.22%
$48.5 - $49.35 $33.2K - $33.8K
6.75K $332K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.45K
- 16.63%
$47.63 - $60.01 $69.1K - $87.1K
7.27K $432K
WMB
Williams Companies, Inc.

Energy
-728
- 15.93%
$54.33 - $62.87 $39.6K - $45.8K
3.84K $241K
ZTS
Zoetis Inc.

Healthcare
-105
- 7.2%
$144.41 - $170.3 $15.2K - $17.9K
1.35K $211K
IAU
Ishares Gold Trust

ETFs
-1.03K
- 9.43%
$56.1 - $64.74 $58K - $66.9K
9.92K $618K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.18K
- 9.99%
$24.12 - $25.48 $28.5K - $30.1K
10.6K $270K
CHKP
Check Point Software Technologies LTD

Technology
-52
- 2.36%
$204.26 - $233.47 $10.6K - $12.1K
2.16K $476K
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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