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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-99
- 1.87%
$224.16 - $285.86 $22.2K - $28.3K
5.19K $1.48M
PH
Parker Hannifin Corp

Industrials
-91
- 4.19%
$517.23 - $700.54 $47.1K - $63.7K
2.08K $1.45M
CEG
Constellation Energy Corp

Utilities
-76
- 5.68%
$170.96 - $322.76 $13K - $24.5K
1.26K $407K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-4
- 0.03%
$54.6 - $70.83 $218 - $283
11.8K $832K
TTD
Trade Desk, Inc.

Technology
-956
- 6.84%
$45.27 - $79.4 $43.3K - $75.9K
13K $936K
EEM
Ishares Msci Emerging Markets

ETFs
-2.58K
- 3.86%
$38.52 - $48.28 $99.5K - $125K
64.3K $3.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-139
- 3.37%
$273.67 - $366.17 $38K - $50.9K
3.99K $1.46M
INTU
Intuit Inc

Technology
-12
- 1.01%
$544.07 - $787.63 $6.53K - $9.45K
1.18K $927K
XLY
Select Sector Spdr Consumer Di

ETFs
-106
- 0.95%
$176.34 - $218.59 $18.7K - $23.2K
11K $2.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.37K
- 0.93%
$45.11 - $52.34 $107K - $124K
251K $13.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-553
- 2.53%
$376.48 - $440.65 $208K - $244K
21.3K $9.39M
IWY
Ishares Tr Russell 200 Growth

ETFs
-56
- 0.73%
$187.5 - $246.51 $10.5K - $13.8K
7.64K $1.88M
XLK
Technology Sector Spdr

ETFs
-586
- 6.7%
$179.73 - $253.23 $105K - $148K
8.16K $2.07M
FV
First Trust Dorsey Wright Focu

ETFs
-74
- 0.12%
$48.43 - $59.26 $3.58K - $4.39K
61K $3.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.64K
- 2.25%
$22.92 - $28.05 $129K - $158K
245K $6.87M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-175
- 0.16%
$29.12 - $35.84 $5.1K - $6.27K
111K $3.97M
ING
Ing Groep Nv

Financial Services
-1.77K
- 1.14%
$16.62 - $21.98 $29.4K - $38.9K
153K $3.34M
CDNS
Cadence Design Systems Inc

Technology
-160
- 2.29%
$231.64 - $323.08 $37.1K - $51.7K
6.82K $2.1M
SLV
I Shares Silver Trust

ETFs
-691
- 0.36%
$27.08 - $33.74 $18.7K - $23.3K
192K $6.3M
BA
Boeing CO

Industrials
-13
- 0.15%
$136.59 - $217.51 $1.78K - $2.83K
8.88K $1.86M
GLD
Spdr Gold Trust

ETFs
-1.47K
- 3.01%
$273.71 - $316.29 $401K - $463K
47.2K $14.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.17K
- 7.02%
$139.8 - $197.22 $164K - $231K
15.5K $3.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.84K
- 8.12%
$216.28 - $284.39 $397K - $522K
20.8K $5.91M
DIS
Walt Disney CO

Communication Services
-452
- 2.57%
$81.72 - $124.01 $36.9K - $56.1K
17.2K $2.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-33.2K
- 6.43%
$19.1 - $23.83 $633K - $790K
483K $11.5M
WMT
Walmart Inc.

Consumer Defensive
-12.3K
- 7.67%
$81.79 - $99.98 $1M - $1.23M
148K $14.5M
DE
Deere & CO

Industrials
-320
- 2.22%
$412.99 - $531.48 $132K - $170K
14.1K $7.18M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-500
- 2.19%
$60.61 - $87.72 $30.3K - $43.9K
22.4K $1.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-75
- 0.92%
$320.42 - $424.58 $24K - $31.8K
8.04K $3.41M
RTX
Raytheon Technologies Corp

Industrials
-1.7K
- 2.8%
$113.75 - $148.48 $193K - $252K
59.1K $8.62M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-31
- 0.16%
$171.4 - $227.1 $5.31K - $7.04K
18.8K $4.26M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.43K
- 0.93%
$27.3 - $31.8 $93.6K - $109K
367K $11.7M
SPYG
Spdr Portfolio

ETFs
-1.7K
- 2.59%
$71.83 - $95.32 $122K - $162K
63.9K $6.09M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.66K
- 3.26%
$86.24 - $117.44 $143K - $195K
49.4K $5.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.65K
- 0.83%
$17.76 - $22.1 $82.6K - $103K
558K $12.3M
SOXX
Ishares Semiconductor ETF

ETFs
-258
- 0.77%
$154.86 - $239.07 $40K - $61.7K
33.2K $7.94M
KLAC
Kla Corp

Technology
-244
- 2.67%
$576.53 - $902.94 $141K - $220K
8.89K $7.96M
IBM
International Business Machines Corp

Technology
-2.39K
- 4.43%
$221.03 - $294.78 $529K - $706K
51.7K $15.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.37K
- 2.83%
$498.8 - $620.9 $682K - $849K
47K $29.2M
SHOP
Shopify Inc.

Technology
-693
- 0.56%
$76.89 - $115.35 $53.3K - $79.9K
123K $14.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-42.4K
- 4.73%
$22.27 - $29.21 $944K - $1.24M
854K $24.9M
AMD
Advanced Micro Devices Inc

Technology
-2.78K
- 3.0%
$78.21 - $143.81 $218K - $400K
89.8K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3K
- 3.16%
$496.48 - $617.85 $1.49M - $1.85M
91.9K $56.8M
ORCL
Oracle Corp

Technology
-82
- 0.17%
$122.82 - $218.63 $10.1K - $17.9K
47.6K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.51K
- 0.46%
$167.32 - $223.3 $252K - $337K
324K $71.1M
MSFT
Microsoft Corp

Technology
-130
- 0.08%
$354.56 - $497.45 $46.1K - $64.7K
161K $80.2M
NVDA
Nvidia Corp

Technology
-42.5K
- 5.23%
$94.31 - $157.99 $4.01M - $6.71M
770K $122M
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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