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
IEMG
Ishares Inc

ETFs
-319
- 1.39%
N/A
22.6K $1.21M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.48K
- 14.49%
$46.83 - $56.05 $69.2K - $82.8K
8.73K $464K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.16K
- 6.54%
$58.01 - $64.46 $67.1K - $74.6K
16.5K $1.03M
DFS
Discover Financial Services

Financial Services
-57
- 3.74%
$152.99 - $203.25 $8.72K - $11.6K
1.47K $250K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-985
- 5.97%
$25.81 - $28.52 $25.4K - $28.1K
15.5K $427K
ELV
Elevance Health, Inc.

Healthcare
-162
- 17.8%
$365.9 - $436.25 $59.3K - $70.7K
748 $325K
SJNK
Spdr Bloomberg Short Term High

ETFs
-390
- 3.2%
$25.08 - $25.64 $9.78K - $10K
11.8K $297K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-77
- 2.56%
$83.18 - $89.27 $6.4K - $6.87K
2.93K $245K
FISV
Fiserv Inc

Technology
-67
- 1.38%
N/A
4.78K $598K
CPRT
Copart Inc

Consumer Cyclical
-80
- 1.73%
$52.3 - $59.83 $4.18K - $4.79K
4.54K $256K
EW
Edwards Lifesciences Corp

Healthcare
-6
- 0.13%
$67.95 - $76.19 $408 - $457
4.6K $333K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-330
- 3.69%
$44.72 - $46.25 $14.8K - $15.3K
8.63K $397K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3
- 0.22%
$196.12 - $229.48 $588 - $688
1.35K $272K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-172
- 4.02%
$100.59 - $103.47 $17.3K - $17.8K
4.11K $424K
XLI
Industrial Sector Spdr

ETFs
-25
- 0.5%
$128.78 - $141.67 $3.22K - $3.54K
4.93K $646K
ALL
Allstate Corp

Financial Services
-179
- 8.07%
$180.99 - $210.18 $32.4K - $37.6K
2.04K $422K
QCOM
Qualcomm Inc

Technology
-8
- 0.06%
$151.94 - $175.86 $1.22K - $1.41K
13.1K $2.02M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-350
- 2.86%
$10.81 - $11.42 $3.78K - $4K
11.9K $129K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-61
- 0.37%
$100.34 - $100.68 $6.12K - $6.14K
16.5K $1.66M
Ge Healthcare Technologies I
-115
- 3.88%
N/A
2.85K $0
Amc Entmt Hldgs Inc
-5.71K
- 22.59%
N/A
19.5K $0
Fidelity Wise Origin Bitcoin
-20
- 0.1%
N/A
20.4K $0
Grayscale Bitcoin Mini Tr Et
-2.59K
- 31.71%
N/A
5.58K $0
Thomson Reuters Corp
-21
- 0.08%
N/A
26.4K $0
Arm Holdings PLC
-1.47K
- 36.82%
N/A
2.52K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-470
- 7.09%
N/A
6.16K $0
C
Citigroup Inc

Financial Services
-218
- 0.85%
$67.23 - $84.63 $14.7K - $18.4K
25.5K $1.81M
Coherent Corp
-749
- 10.7%
N/A
6.25K $0
Gsk PLC
-5.21K
- 45.78%
N/A
6.17K $0
TXN
Texas Instruments Inc

Technology
-1
- -0.0%
N/A
22K $4.27M
NSC
Norfolk Southern Corp

Industrials
-1
- 0.06%
$227.69 - $259.76 $228 - $260
1.77K $418K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-117
- 11.47%
$208.48 - $244.03 $24.4K - $28.6K
903 $220K
SAN
Banco Santander, S.A.

Financial Services
-3.3K
- 24.13%
$4.46 - $7.14 $14.7K - $23.5K
10.4K $69K
SHW
Sherwin Williams CO

Basic Materials
-12
- 1.01%
$330.16 - $365.55 $3.96K - $4.39K
1.18K $411K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-731
- 1.03%
$77.7 - $78.94 $56.8K - $57.7K
70K $5.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-311
- 1.62%
$95.85 - $99.25 $29.8K - $30.9K
18.9K $1.87M
FAS
Direxion Daily Financial Bull

ETFs
-30
- 1.72%
$136.91 - $185.61 $4.11K - $5.57K
1.71K $270K
HUM
Humana Inc

Healthcare
-98
- 3.08%
$249.11 - $303.11 $24.4K - $29.7K
3.08K $814K
CVNA
Carvana Co.

Consumer Cyclical
-5
- 0.3%
$166.52 - $285.33 $833 - $1.43K
1.67K $348K
ENB
Enbridge Inc

Energy
-199
- 2.04%
$41.54 - $45.45 $8.27K - $9.04K
9.57K $423K
ADP
Automatic Data Processing Inc

Industrials
-84
- 2.99%
$286.85 - $318.64 $24.1K - $26.8K
2.72K $831K
ARCC
Ares Capital Corp

Financial Services
-1.69K
- 0.94%
$21.28 - $23.81 $36K - $40.2K
178K $3.95M
SYK
Stryker Corp

Healthcare
-31
- 1.62%
$355.18 - $399.9 $11K - $12.4K
1.88K $698K
RSG
Republic Services, Inc.

Industrials
-154
- 12.89%
$200.09 - $242.16 $30.8K - $37.3K
1.04K $252K
NGG
National Grid PLC

Utilities
-312
- 5.53%
$56.13 - $65.61 $17.5K - $20.5K
5.33K $349K
XLB
Select Sector Spdr Fd Material

ETFs
-38
- 0.41%
$83.19 - $90.99 $3.16K - $3.46K
9.27K $796K
ITA
Ishares Tr

ETFs
-6
- 0.27%
$144.84 - $159.5 $869 - $957
2.22K $340K
TRV
Travelers Companies, Inc.

Financial Services
-16
- 1.82%
$232.43 - $265.13 $3.72K - $4.24K
861 $227K
IYK
Ishares U.S. Consumer Staples

ETFs
-18
- 0.57%
$63.29 - $71.8 $1.14K - $1.29K
3.13K $223K
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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