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
F
Ford Motor CO

Consumer Cyclical
-5.52K
- 6.86%
$8.69 - $10.85 $47.9K - $59.9K
74.9K $812K
DAL
Delta Air Lines, Inc.

Industrials
-3.49K
- 10.83%
$35.88 - $52.99 $125K - $185K
28.7K $1.41M
SPOT
Spotify Technology S.A.

Communication Services
-112
- 25.75%
$503.3 - $775.9 $56.4K - $86.9K
323 $247K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-100
- 0.96%
$37.86 - $43.29 $3.79K - $4.33K
10.3K $437K
ROL
Rollins Inc

Consumer Cyclical
-114
- 1.43%
$50.65 - $58.58 $5.77K - $6.68K
7.85K $443K
CME
Cme Group Inc.

Financial Services
-31
- 1.43%
$252.37 - $290.71 $7.82K - $9.01K
2.14K $590K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-24
- 0.82%
$78.98 - $90.1 $1.9K - $2.16K
2.91K $262K
TFC
Truist Financial Corp

Financial Services
-520
- 2.27%
$34.79 - $42.99 $18.1K - $22.4K
22.4K $963K
FXR
First Trust Industrials/Produc

ETFs
-48
- 0.87%
$60.85 - $74.22 $2.92K - $3.56K
5.44K $403K
MNST
Monster Beverage Corp

Consumer Defensive
-37
- 0.62%
$55.01 - $64.24 $2.04K - $2.38K
5.89K $368K
EOSE
Eos Energy Enterprises, Inc.

Industrials
-22.3K
- 21.73%
$3.3 - $7.11 $73.4K - $158K
80.2K $410K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-488
- 3.15%
$24.38 - $30.18 $11.9K - $14.7K
15K $452K
SRE
Sempra Energy

Utilities
-12
- 0.2%
$63.78 - $78.91 $765 - $947
5.89K $445K
XLC
Select Sector Spdr Tr Communic

ETFs
-94
- 3.12%
$86.13 - $108.53 $8.1K - $10.2K
2.92K $316K
DHI
Horton D R Inc

Consumer Cyclical
-215
- 0.69%
$115.1 - $129.63 $24.7K - $27.9K
30.9K $3.98M
MCK
Mckesson Corp

Healthcare
-76
- 5.17%
$652.83 - $732.78 $49.6K - $55.7K
1.39K $1.02M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-778
- 5.97%
$45.98 - $56.15 $35.8K - $43.7K
12.3K $687K
AMAT
Applied Materials Inc

Technology
-2.73K
- 19.43%
$126.95 - $183.52 $346K - $501K
11.3K $2.07M
CSX
Csx Corp

Industrials
-111
- 0.95%
$26.69 - $32.91 $2.96K - $3.65K
11.6K $378K
TT
Trane Technologies PLC

Industrials
-68
- 10.78%
$315.21 - $437.41 $21.4K - $29.7K
563 $246K
ICE
Intercontinental Exchange, Inc.

Financial Services
-46
- 1.16%
$151.62 - $183.47 $6.97K - $8.44K
3.91K $718K
QCOM
Qualcomm Inc

Technology
-246
- 1.87%
$124.66 - $159.48 $30.7K - $39.2K
12.9K $2.05M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-62
- 4.6%
$180.84 - $240.32 $11.2K - $14.9K
1.29K $308K
KMI
Kinder Morgan, Inc.

Energy
-4.02K
- 2.26%
$25.21 - $29.4 $101K - $118K
174K $5.11M
IYF
Ishares Tr

ETFs
-59
- 1.02%
$99.23 - $120.99 $5.85K - $7.14K
5.74K $694K
FDN
First Tr Fd Dow Jones

ETFs
-91
- 6.53%
$200.29 - $269.33 $18.2K - $24.5K
1.3K $350K
RF
Regions Financial Corp

Financial Services
-29
- 0.12%
$18.34 - $23.52 $532 - $682
23.8K $559K
NGG
National Grid PLC

Utilities
-13
- 0.24%
$62.74 - $74.79 $816 - $972
5.32K $395K
GD
General Dynamics Corp

Industrials
-92
- 2.41%
$247.68 - $291.66 $22.8K - $26.8K
3.72K $1.08M
IYJ
Ishares Tr

ETFs
-106
- 2.09%
$115.07 - $142.31 $12.2K - $15.1K
4.97K $707K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.28K
- 0.63%
$22.4 - $23.8 $28.8K - $30.6K
203K $4.84M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.86K
- 2.88%
$23.55 - $27.67 $115K - $135K
164K $4.54M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-361
- 3.86%
$75.33 - $94.56 $27.2K - $34.1K
9K $846K
FNDX
Schwab Fundamental U S Large C

ETFs
-2.24K
- 1.82%
$20.84 - $24.54 $46.7K - $55K
121K $2.98M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-455
- 4.18%
$60.99 - $77.53 $27.8K - $35.3K
10.4K $809K
SNPS
Synopsys Inc

Technology
-63
- 5.16%
$380.9 - $517.66 $24K - $32.6K
1.16K $593K
KR
Kroger CO

Consumer Defensive
-235
- 1.09%
$64.62 - $74.0 $15.2K - $17.4K
21.4K $1.54M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-13
- 0.21%
$108.06 - $135.3 $1.4K - $1.76K
6.05K $818K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.15%
$152.42 - $182.82 $1.52K - $1.83K
6.7K $1.23M
IXUS
Ishares Tr

ETFs
-22
- 0.2%
$62.37 - $77.63 $1.37K - $1.71K
10.8K $836K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-311
- 2.21%
$73.7 - $90.98 $22.9K - $28.3K
13.8K $1.25M
VXF
Vanguard Extended Market ETF

ETFs
-123
- 2.4%
$150.43 - $192.71 $18.5K - $23.7K
5K $963K
IVW
Ishares S&P 500 Growth ETF

ETFs
-420
- 5.53%
$82.96 - $110.1 $34.8K - $46.2K
7.18K $789K
VBK
Vanguard Small Cap Growth ETF

ETFs
-61
- 1.35%
$219.76 - $276.94 $13.4K - $16.9K
4.46K $1.23M
HON
Honeywell International Inc

Industrials
-116
- 1.98%
$182.86 - $232.88 $21.2K - $27K
5.76K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
-222
- 4.67%
$211.12 - $274.14 $46.9K - $60.9K
4.53K $1.24M
MAIN
Main Street Capital Corp

Financial Services
-2.6K
- 2.53%
$49.15 - $59.32 $128K - $154K
100K $5.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.4K
- 2.4%
$90.56 - $109.49 $127K - $153K
57K $6.23M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-34
- 0.76%
$468.22 - $566.51 $15.9K - $19.3K
4.42K $2.5M
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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