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
SJM
J M Smucker CO

Consumer Defensive
-4
- 0.18%
$100.41 - $118.41 $402 - $474
2.17K $256K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-140
- 2.24%
$87.68 - $94.52 $12.3K - $13.2K
6.12K $572K
VDE
Vanguard Energy ETF

ETFs
-16
- 0.54%
$119.14 - $132.76 $1.91K - $2.12K
2.92K $379K
CB
Chubb LTD

Financial Services
-216
- 6.16%
$257.71 - $301.99 $55.7K - $65.2K
3.29K $994K
INTC
Intel Corp

Technology
-241
- 2.06%
$19.1 - $27.39 $4.6K - $6.6K
11.5K $260K
VHT
Vanguard Health Care ETF

ETFs
-5
- 0.2%
$254.06 - $273.83 $1.27K - $1.37K
2.5K $662K
UL
Unilever PLC

Consumer Defensive
-2.06K
- 3.9%
$54.72 - $60.29 $113K - $124K
50.7K $3.02M
MNST
Monster Beverage Corp

Consumer Defensive
-98
- 1.63%
$46.16 - $58.58 $4.52K - $5.74K
5.93K $346K
EDV
Vanguard Extended Duration Tre

ETFs
-1.33K
- 3.53%
$65.05 - $73.43 $86.4K - $97.5K
36.3K $2.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.91K
- 6.51%
$74.85 - $84.89 $218K - $247K
41.8K $3.42M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-6
- 0.06%
$43.6 - $49.84 $262 - $299
10.3K $489K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-526
- 1.1%
$55.76 - $59.54 $29.3K - $31.3K
47.3K $2.75M
SPGI
S&P Global Inc.

Financial Services
-35
- 0.52%
$478.26 - $543.77 $16.7K - $19K
6.67K $3.39M
ECL
Ecolab Inc.

Basic Materials
-8
- 0.27%
$229.72 - $269.82 $1.84K - $2.16K
2.99K $756K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-43
- 0.51%
$98.98 - $113.18 $4.26K - $4.87K
8.36K $946K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-106
- 1.28%
$56.12 - $68.15 $5.95K - $7.22K
8.15K $552K
ABT
Abbott Laboratories

Healthcare
-1.95K
- 11.96%
$111.1 - $140.22 $216K - $273K
14.3K $1.9M
IEF
Ishares Barclays

ETFs
-648
- 1.49%
$91.17 - $95.39 $59.1K - $61.8K
42.8K $4.08M
CME
Cme Group Inc.

Financial Services
-32
- 1.45%
$225.82 - $266.54 $7.23K - $8.53K
2.17K $576K
AEP
American Electric Power CO Inc

Utilities
-64
- 1.28%
$90.32 - $109.27 $5.78K - $6.99K
4.95K $541K
CHKP
Check Point Software Technologies LTD

Technology
-63
- 2.78%
$179.88 - $231.31 $11.3K - $14.6K
2.21K $503K
IAU
Ishares Gold Trust

ETFs
-288
- 2.56%
$49.74 - $58.96 $14.3K - $17K
11K $645K
BP
Bp PLC

Energy
-709
- 2.41%
$29.93 - $35.31 $21.2K - $25K
28.7K $971K
MO
Altria Group, Inc.

Consumer Defensive
-161
- 1.07%
$50.81 - $60.02 $8.18K - $9.66K
14.9K $894K
VEU
Vanguard Ftse All World Ex Us

ETFs
-534
- 1.26%
$56.51 - $62.98 $30.2K - $33.6K
42K $2.55M
MMM
3 M CO

Industrials
-193
- 2.47%
$129.7 - $155.12 $25K - $29.9K
7.61K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-153
- 2.08%
$279.74 - $321.29 $42.8K - $49.2K
7.21K $2.25M
CI
Cigna Corp

Healthcare
-223
- 6.08%
$274.49 - $329.0 $61.2K - $73.4K
3.45K $1.13M
MCK
Mckesson Corp

Healthcare
-47
- 3.1%
$566.21 - $672.99 $26.6K - $31.6K
1.47K $988K
NEM
Newmont Corp

Basic Materials
-108
- 0.9%
$37.79 - $48.39 $4.08K - $5.23K
11.9K $576K
CAH
Cardinal Health Inc

Healthcare
-267
- 2.97%
$118.02 - $137.77 $31.5K - $36.8K
8.72K $1.2M
YUM
Yum Brands Inc

Consumer Cyclical
-97
- 1.43%
$123.25 - $162.53 $12K - $15.8K
6.71K $1.06M
UNL
United States 12 Month Natural Gas Fund, LP

ETFs
-190
- 0.27%
$7.84 - $10.89 $1.49K - $2.07K
70.9K $726K
XLV
Select Sector Spdr Fund Health

ETFs
-574
- 2.03%
$137.61 - $149.68 $79K - $85.9K
27.7K $4.04M
UBER
Uber Technologies, Inc

Technology
-47
- 0.35%
$63.17 - $81.49 $2.97K - $3.83K
13.5K $984K
BMY
Bristol Myers Squibb CO

Healthcare
-750
- 1.46%
$53.9 - $63.11 $40.4K - $47.3K
50.5K $3.08M
XLE
Energy Sector Spdr

ETFs
-2.14K
- 4.23%
$85.7 - $93.96 $183K - $201K
48.4K $4.52M
CVS
Cvs Health Corp

Healthcare
-775
- 6.63%
$44.22 - $68.64 $34.3K - $53.2K
10.9K $739K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-26.4K
- 4.48%
$18.36 - $20.51 $485K - $541K
563K $11.1M
KLAC
Kla Corp

Technology
-81
- 0.88%
$636.62 - $777.63 $51.6K - $63K
9.13K $6.21M
UNH
Unitedhealth Group Inc

Healthcare
-125
- 0.42%
$461.52 - $548.18 $57.7K - $68.5K
29.7K $15.5M
PM
Philip Morris International Inc.

Consumer Defensive
-642
- 4.11%
$117.15 - $158.79 $75.2K - $102K
15K $2.38M
AMGN
Amgen Inc

Healthcare
-820
- 5.28%
$258.59 - $327.36 $212K - $268K
14.7K $4.58M
DE
Deere & CO

Industrials
-163
- 1.12%
$408.57 - $509.27 $66.6K - $83K
14.4K $6.77M
GILD
Gilead Sciences, Inc.

Healthcare
-1.85K
- 4.25%
$89.14 - $117.41 $165K - $217K
41.6K $4.66M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-150
- 0.71%
$80.05 - $137.75 $12K - $20.7K
21K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
-102
- 0.05%
$225.19 - $279.95 $23K - $28.6K
194K $47.5M
IBM
International Business Machines Corp

Technology
-869
- 1.58%
$217.4 - $264.74 $189K - $230K
54.1K $13.4M
XOM
Exxon Mobil Corp

Energy
-2.42K
- 0.34%
$105.44 - $118.93 $255K - $288K
717K $85.2M
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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