Meridian Wealth Management, LLC Sells in Q1 2025

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.32K
- 39.23%
$59.78 - $60.03 $378K - $379K
9.78K $585K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-439
- 0.85%
$94.5 - $110.71 $41.5K - $48.6K
51.1K $4.9M
AMAT
Applied Materials Inc

Technology
-502
- 3.45%
$145.06 - $195.51 $72.8K - $98.1K
14K $2.04M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-7.94K
- 21.03%
$39.61 - $42.65 $315K - $339K
29.8K $1.22M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.27K
- 22.92%
$85.55 - $94.34 $279K - $308K
11K $993K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-888
- 8.2%
$65.15 - $91.81 $57.9K - $81.5K
9.94K $648K
VIG
Vanguard Dividend Appreciation

ETFs
-1.46K
- 4.18%
N/A
33.4K $6.09M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.18K
- 1.93%
$32.42 - $36.13 $70.7K - $78.8K
111K $3.66M
FNDC
Schwab Fundamental Intl Small

ETFs
-7.8K
- 56.74%
$33.34 - $37.44 $260K - $292K
5.95K $215K
KO
Coca Cola CO

Consumer Defensive
-8.7K
- 21.5%
$60.81 - $72.32 $529K - $629K
31.8K $2.28M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-215
- 0.93%
$62.43 - $84.12 $13.4K - $18.1K
22.9K $1.49M
CGGR
Capital Group Growth ETF Shs C

ETFs
-185
- 0.25%
$33.98 - $39.84 $6.29K - $7.37K
72.5K $2.48M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.26%
$542.38 - $646.34 $3.8K - $4.52K
2.7K $1.46M
PH
Parker Hannifin Corp

Industrials
-234
- 9.72%
$591.65 - $707.05 $138K - $165K
2.17K $1.32M
DVA
Davita Inc.

Healthcare
-1.57K
- 17.9%
$140.0 - $177.35 $219K - $278K
7.18K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-126
- 2.33%
$254.58 - $302.92 $32.1K - $38.2K
5.29K $1.35M
PFE
Pfizer Inc

Healthcare
-3.89K
- 4.5%
$25.01 - $27.13 $97.3K - $106K
82.6K $2.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.3K
- 5.8%
$76.94 - $78.28 $254K - $259K
53.7K $4.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.01K
- 7.88%
$169.43 - $182.84 $171K - $185K
11.8K $2.05M
IWY
Ishares Tr Russell 200 Growth

ETFs
-57
- 0.73%
$210.19 - $243.33 $12K - $13.9K
7.7K $1.62M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-663
- 2.68%
$108.02 - $120.45 $71.6K - $79.9K
24.1K $2.65M
UBOT
Direxion Dly Robotics, Art Int

ETFs
-3.7K
- 16.52%
$17.46 - $26.41 $64.6K - $97.7K
18.7K $326K
SPG
Simon Property Group Inc

Real Estate
-1.01K
- 41.82%
$159.48 - $187.78 $162K - $190K
1.41K $234K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-398
- 10.37%
$203.38 - $274.79 $80.9K - $109K
3.44K $706K
IMMP
Immutep LTD

Healthcare
-7.5K
- 1.9%
$1.7 - $2.21 $12.8K - $16.6K
387K $680K
PLD
Prologis, Inc.

Real Estate
-1.76K
- 45.19%
$103.59 - $124.04 $182K - $218K
2.14K $238K
CL
Colgate Palmolive CO

Consumer Defensive
-2.17K
- 18.16%
$85.68 - $97.5 $186K - $212K
9.78K $916K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 0.16%
$522.96 - $601.18 $3.66K - $4.21K
4.45K $2.38M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-60
- 1.43%
$307.43 - $357.48 $18.4K - $21.4K
4.13K $1.28M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-549
- 6.67%
$121.0 - $142.28 $66.4K - $78.1K
7.68K $955K
VBK
Vanguard Small Cap Growth ETF

ETFs
-108
- 2.34%
$247.97 - $296.33 $26.8K - $32K
4.52K $1.14M
IXN
Ishares Global Information Tec

ETFs
-157
- 0.98%
$75.73 - $88.4 $11.9K - $13.9K
15.9K $1.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-69
- 0.31%
$408.78 - $448.82 $28.2K - $31K
21.9K $9.18M
EFG
Msci Eafe Growth ETF

ETFs
-1.83K
- 13.61%
$96.1 - $106.37 $176K - $195K
11.6K $1.16M
DOW
Dow Inc.

Basic Materials
-1.99K
- 14.54%
$34.36 - $41.92 $68.3K - $83.3K
11.7K $407K
BA
Boeing CO

Industrials
-455
- 4.87%
$148.15 - $186.25 $67.4K - $84.7K
8.89K $1.52M
AVUV
American Centy ETF Tr Avantis

ETFs
-234
- 1.9%
$84.95 - $100.62 $19.9K - $23.5K
12.1K $1.06M
GFS
Globalfoundries Inc.

Technology
-1.05K
- 6.65%
$36.53 - $46.01 $38.2K - $48.1K
14.7K $541K
SYLD
Cambria Shareholder Yld ETF

ETFs
-887
- 5.8%
$62.77 - $71.4 $55.7K - $63.3K
14.4K $919K
POOL
Pool Corp

Industrials
-124
- 3.66%
$314.92 - $364.31 $39.1K - $45.2K
3.26K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
-704
- 3.75%
$890.62 - $1076.86 $627K - $758K
18.1K $17.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-532
- 8.06%
$120.24 - $134.3 $64K - $71.4K
6.07K $739K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-3.34K
- 13.8%
$24.88 - $26.85 $83.1K - $89.7K
20.9K $527K
AXON
Axon Enterprise, Inc.

Industrials
-93
- 11.26%
$496.65 - $710.01 $46.2K - $66K
733 $385K
BX
Blackstone Inc.

Financial Services
-95
- 3.36%
$136.53 - $186.74 $13K - $17.7K
2.73K $382K
VRT
Vertiv Holdings CO

Industrials
-1.19K
- 5.35%
N/A
21.1K $1.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.83K
- 8.26%
$73.78 - $76.59 $135K - $140K
20.3K $1.56M
GM
General Motors CO

Consumer Cyclical
-886
- 9.81%
$45.22 - $54.92 $40.1K - $48.7K
8.15K $383K
PKG
Packaging Corp Of America

Consumer Cyclical
-182
- 8.09%
$192.03 - $242.13 $34.9K - $44.1K
2.07K $409K
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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