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
IVW
Ishares S&P 500 Growth ETF

ETFs
-300
- 3.8%
$92.45 - $106.69 $27.7K - $32K
7.6K $705K
SONO
Sonos Inc

Technology
-500
- 2.53%
$10.67 - $15.08 $5.34K - $7.54K
19.3K $205K
NUVB
Nuvation Bio Inc.

Healthcare
-2.51K
- 2.95%
$1.76 - $3.25 $4.41K - $8.14K
82.3K $144K
MPC
Marathon Petroleum Corp

Energy
-967
- 9.75%
$134.72 - $159.03 $130K - $154K
8.95K $1.3M
VLUE
Ishares Msci Usa Value Factor

ETFs
-831
- 10.66%
$104.89 - $113.56 $87.2K - $94.4K
6.96K $742K
USO
United States Oil Fund, LP

ETFs
-1.52K
- 7.31%
$70.89 - $84.34 $107K - $128K
19.2K $1.49M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.99K
- 2.36%
$23.03 - $25.01 $68.8K - $74.7K
123K $2.92M
FSK
Fs Kkr Capital Corp

Financial Services
-2.92K
- 13.62%
$20.47 - $24.06 $59.9K - $70.4K
18.5K $388K
IWR
Ishares Russell Mid Cap ETF

ETFs
-33
- 0.16%
$82.81 - $92.93 $2.73K - $3.07K
20.9K $1.77M
VV
Vanguard Large Cap ETF

ETFs
-36
- 0.74%
$253.32 - $282.66 $9.12K - $10.2K
4.81K $1.24M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.37K
- 22.96%
$67.08 - $76.14 $91.8K - $104K
4.59K $338K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-11
- 0.22%
$126.86 - $146.45 $1.4K - $1.61K
5.05K $642K
IBB
Ishares Biotechnology ETF

ETFs
-299
- 6.44%
$127.9 - $140.56 $38.2K - $42K
4.34K $555K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.58K
- 18.84%
$58.04 - $65.84 $91.6K - $104K
6.8K $433K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-43
- 3.66%
$497.6 - $606.74 $21.4K - $26.1K
1.13K $563K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-1.95K
- 5.49%
$23.49 - $23.77 $45.9K - $46.4K
33.6K $792K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.88K
- 5.62%
$24.41 - $24.65 $45.9K - $46.4K
31.6K $773K
IQV
Iqvia Holdings Inc.

Healthcare
-9
- 0.41%
$176.3 - $209.96 $1.59K - $1.89K
2.17K $382K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3
- 0.06%
$77.33 - $90.16 $232 - $270
5K $392K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-1.96K
- 5.67%
$23.55 - $23.74 $46.1K - $46.4K
32.5K $768K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.8K
- 13.53%
$22.19 - $22.84 $39.9K - $41.1K
11.5K $258K
IYJ
Ishares Tr

ETFs
-181
- 3.44%
$127.48 - $142.0 $23.1K - $25.7K
5.08K $660K
MTD
Mettler Toledo International Inc

Healthcare
-17
- 3.61%
$1177.09 - $1390.0 $20K - $23.6K
454 $536K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.7K
- 19.27%
$13.05 - $13.97 $48.3K - $51.7K
15.5K $211K
F
Ford Motor CO

Consumer Cyclical
-4.87K
- 5.71%
$9.12 - $10.43 $44.4K - $50.8K
80.4K $806K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.92K
- 4.49%
$42.5 - $46.71 $81.4K - $89.5K
40.7K $1.84M
GD
General Dynamics Corp

Industrials
-262
- 6.43%
$241.94 - $272.58 $63.4K - $71.4K
3.81K $1.04M
FDN
First Tr Fd Dow Jones

ETFs
-13
- 0.92%
$221.38 - $266.86 $2.88K - $3.47K
1.39K $309K
INTU
Intuit Inc

Technology
-24
- 1.98%
$555.63 - $630.23 $13.3K - $15.1K
1.19K $730K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.31K
- 8.57%
$33.84 - $37.77 $112K - $125K
35.4K $1.29M
VOX
Vanguard Communication Service

ETFs
-139
- 8.61%
$147.73 - $169.24 $20.5K - $23.5K
1.48K $218K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-100
- 3.31%
$157.71 - $180.77 $15.8K - $18.1K
2.92K $469K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-572
- 5.61%
$26.53 - $29.63 $15.2K - $16.9K
9.62K $258K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-270
- 6.88%
$59.79 - $67.15 $16.1K - $18.1K
3.66K $221K
ZTS
Zoetis Inc.

Healthcare
-186
- 11.31%
$156.48 - $175.67 $29.1K - $32.7K
1.46K $240K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-967
- 4.18%
$50.82 - $52.7 $49.1K - $51K
22.2K $1.16M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-530
- 7.89%
$39.33 - $41.52 $20.8K - $22K
6.19K $245K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-100
- 3.88%
$80.73 - $94.96 $8.07K - $9.5K
2.48K $205K
EFV
Msci Eafe Value ETF

ETFs
-1.27K
- 17.12%
$51.88 - $60.73 $65.8K - $77.1K
6.14K $362K
ITW
Illinois Tool Works Inc

Industrials
-38
- 1.35%
$244.9 - $274.48 $9.31K - $10.4K
2.77K $687K
SPMD
Spdr Portfolio

ETFs
-143
- 3.13%
$50.21 - $57.73 $7.18K - $8.26K
4.43K $226K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-12
- 0.35%
$120.29 - $134.6 $1.44K - $1.62K
3.44K $420K
TT
Trane Technologies PLC

Industrials
-9
- 1.41%
$332.0 - $400.86 $2.99K - $3.61K
631 $212K
NET
Cloudflare, Inc.

Technology
-509
- 7.25%
$110.71 - $176.5 $56.4K - $89.8K
6.51K $733K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-266
- 6.13%
$50.93 - $57.24 $13.5K - $15.2K
4.07K $215K
BALL
Ball Corp

Consumer Cyclical
-26
- 0.42%
$49.04 - $56.53 $1.28K - $1.47K
6.1K $317K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3
- 0.05%
$75.47 - $84.24 $226 - $253
5.73K $441K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-770
- 5.26%
$48.43 - $49.9 $37.3K - $38.4K
13.9K $691K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-772
- 5.84%
$48.3 - $52.85 $37.3K - $40.8K
12.4K $636K
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email