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
FENY
Fidelity Covington Tr Msci Ene

ETFs
-52
- 0.47%
$20.83 - $25.75 $1.08K - $1.34K
11K $257K
DVY
Ishares Tr

ETFs
-76
- 0.86%
$118.37 - $134.86 $9K - $10.2K
8.81K $1.17M
PCAR
Paccar Inc

Industrials
-146
- 3.48%
$86.4 - $99.09 $12.6K - $14.5K
4.05K $385K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.09K
- 1.47%
$24.98 - $25.66 $27.3K - $28K
73.3K $1.88M
SCHW
Schwab Charles Corp

Financial Services
-1.12K
- 18.14%
$69.06 - $91.24 $77.6K - $102K
5.07K $462K
FDS
Factset Research Systems Inc

Financial Services
-35
- 5.0%
$398.85 - $473.32 $14K - $16.6K
665 $297K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-984
- 2.54%
$21.55 - $22.2 $21.2K - $21.8K
37.7K $834K
GFS
Globalfoundries Inc.

Technology
-1K
- 6.84%
$30.37 - $40.03 $30.5K - $40.2K
13.7K $522K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.14K
- 6.72%
$14.97 - $16.79 $17.1K - $19.1K
15.8K $264K
HDV
Ishares Core High Dividend ETF

ETFs
-35
- 1.04%
$108.41 - $120.51 $3.79K - $4.22K
3.34K $391K
SCHO
Schwab Short Term Us Treasury

ETFs
-605
- 6.48%
$24.19 - $24.45 $14.6K - $14.8K
8.73K $212K
PRU
Prudential Financial Inc

Financial Services
-50
- 2.11%
$95.12 - $112.71 $4.76K - $5.64K
2.32K $249K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-319
- 3.7%
$45.12 - $46.23 $14.4K - $14.7K
8.31K $383K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-338
- 2.18%
$12.21 - $13.9 $4.13K - $4.7K
15.2K $197K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-8
- 0.77%
$430.72 - $497.52 $3.45K - $3.98K
1.03K $465K
SPMD
Spdr Portfolio

ETFs
-466
- 10.52%
$44.89 - $54.38 $20.9K - $25.3K
3.97K $215K
SPG
Simon Property Group Inc

Real Estate
-19
- 1.35%
$140.37 - $171.44 $2.67K - $3.26K
1.39K $223K
GM
General Motors CO

Consumer Cyclical
-550
- 6.75%
$42.48 - $50.46 $23.4K - $27.8K
7.6K $373K
O
Realty Income Corp

Real Estate
-137
- 2.46%
$52.27 - $58.52 $7.16K - $8.02K
5.44K $313K
VTWO
Vanguard Russell 2000 ETF

ETFs
-369
- 10.81%
$70.56 - $87.22 $26K - $32.2K
3.04K $265K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-130
- 1.33%
$59.8 - $60.07 $7.77K - $7.81K
9.65K $577K
IWS
Ishares Russell Midcap Value E

ETFs
-489
- 5.25%
$110.58 - $132.14 $54.1K - $64.6K
8.83K $1.17M
FISV
Fiserv Inc

Technology
-56
- 1.17%
N/A
4.73K $591K
VVV
Valvoline Inc

Energy
-800
- 9.93%
$31.48 - $38.2 $25.2K - $30.6K
7.26K $274K
ABC
Amerisourcebergen Corp

Healthcare
-31
- 1.83%
N/A
1.66K $307K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-430
- 1.94%
$51.1 - $53.29 $22K - $22.9K
21.7K $1.16M
AMT
American Tower Corp

Real Estate
-37
- 3.34%
$203.96 - $228.19 $7.55K - $8.44K
1.07K $236K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6
- 0.07%
$63.54 - $68.5 $381 - $411
8.14K $548K
PPG
Ppg Industries Inc

Basic Materials
-324
- 4.23%
$91.66 - $115.04 $29.7K - $37.3K
7.34K $835K
IWX
Ishares Tr Russell 200 Value E

ETFs
-132
- 3.33%
$73.26 - $84.19 $9.67K - $11.1K
3.84K $323K
GWW
W.W. Grainger, Inc.

Industrials
-25
- 5.79%
$919.93 - $1101.66 $23K - $27.5K
407 $423K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
-1.5K
- 5.21%
$3.38 - $4.64 $5.07K - $6.96K
27.3K $106K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-189
- 7.64%
$72.61 - $88.75 $13.7K - $16.8K
2.29K $202K
IWN
Ishares Russell2000 Val ETF

ETFs
-379
- 4.56%
$131.84 - $157.76 $50K - $59.8K
7.93K $1.25M
ADP
Automatic Data Processing Inc

Industrials
-29
- 1.07%
$276.76 - $326.81 $8.03K - $9.48K
2.69K $830K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-362
- 4.8%
$71.28 - $83.74 $25.8K - $30.3K
7.17K $600K
Reddit Inc
-4.94K
- 7.14%
N/A
64.2K $0
Super Micro Computer Inc
-2.4K
- 30.9%
N/A
5.37K $0
Capital Grp Fixed Incm ETF T
-1.89K
- 3.21%
N/A
56.9K $0
Linde PLC
-96
- 3.17%
N/A
2.93K $0
NEEPRR
Nextera Energy Inc Corporate U
-1.63K
- 1.79%
N/A
89.3K $0
Thomson Reuters Corp
-191
- 0.72%
N/A
26.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.88K
- 10.34%
N/A
25K $0
Ge Healthcare Technologies I
-27
- 0.95%
N/A
2.82K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7
- 0.11%
$85.42 - $94.39 $598 - $661
6.11K $573K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-148
- 2.58%
$66.87 - $79.47 $9.9K - $11.8K
5.58K $443K
MSCI
Msci Inc.

Financial Services
-10
- 1.31%
$506.56 - $576.74 $5.07K - $5.77K
752 $433K
CBRE
Cbre Group, Inc.

Real Estate
-310
- 6.02%
$113.94 - $140.12 $35.3K - $43.4K
4.84K $678K
FAS
Direxion Daily Financial Bull

ETFs
-75
- 4.38%
$105.31 - $168.6 $7.9K - $12.6K
1.64K $275K
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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