Meridian Wealth Management, LLC Portfolio Holdings

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025

Meridian Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.26 Billion distributed in 670 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $122M, Invesco Qqq Trust, Series 1 with a value of $89.4M, Apple Inc. with a value of $80.4M, Microsoft Corp with a value of $80.2M, and Exxon Mobil Corp with a value of $77.4M.

Examining the 13F form we can see an increase of $238M in the current position value, from $2.03B to 2.26B.

Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.26 Billion
ETFs: $944 Million
Technology: $479 Million
Financial Services: $194 Million
Consumer Cyclical: $136 Million
Industrials: $110 Million
Energy: $107 Million
Healthcare: $98.8 Million
Communication Services: $87.5 Million
Other: $99.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$122 Million 5.37% of portfolio
770,140
Q2 2025 Reduced 5.23%
$3.69T
$80.4 Million 3.55% of portfolio
391,878
Q2 2025 Added 0.09%
$3.95T
$80.2 Million 3.54% of portfolio
161,184
Q2 2025 Reduced 0.08%
$442B
$77.4 Million 3.42% of portfolio
717,940
Q2 2025 Added 0.16%
$2.26T
$71.1 Million 3.14% of portfolio
324,154
Q2 2025 Reduced 0.46%
$859B
$56.4 Million 2.49% of portfolio
194,390
Q2 2025 Added 0.3%
$621B
$35.6 Million 1.57% of portfolio
73,247
Q2 2025 Reduced 0.31%
$127B
$30.9 Million 1.36% of portfolio
112,054
Q2 2025 Added 46.62%
$1.21T
$27 Million 1.19% of portfolio
153,260
Q2 2025 Added 2.96%
$1.78T
$25.6 Million 1.13% of portfolio
34,632
Q2 2025 Added 6.49%
$95.5B
$21.7 Million 0.96% of portfolio
231,591
Q2 2025 Added 6.22%
$1.08T
$20.1 Million 0.89% of portfolio
63,163
Q2 2025 Added 87.56%
$439B
$18.3 Million 0.81% of portfolio
18,501
Q2 2025 Added 2.42%
$169B
$17.7 Million 0.78% of portfolio
32,559
Q2 2025 Added 0.43%
$1.24T
$17.5 Million 0.77% of portfolio
98,875
Q2 2025 Added 2.11%
$28B
$16 Million 0.71% of portfolio
137,086
Q2 2025 Added 28.67%
$210B
$15.2 Million 0.67% of portfolio
51,674
Q2 2025 Reduced 4.43%
$281B
$14.5 Million 0.64% of portfolio
147,792
Q2 2025 Reduced 7.67%
$351B
$14.2 Million 0.63% of portfolio
76,766
Q2 2025 Reduced 1.35%
$178B
$14.2 Million 0.63% of portfolio
122,837
Q2 2025 Reduced 0.56%
$405B
$13 Million 0.57% of portfolio
35,400
Q2 2025 Added 2.61%
$282B
$12.7 Million 0.56% of portfolio
89,832
Q2 2025 Reduced 3.0%
$302B
$11.2 Million 0.5% of portfolio
78,344
Q2 2025 Added 1.8%
$2.25B
$11.4 Million 0.5% of portfolio
144,554
Q2 2025 Added 0.35%
$367B
$10.6 Million 0.47% of portfolio
77,423
Q2 2025 Added 237.9%
$684B
$10.4 Million 0.46% of portfolio
47,562
Q2 2025 Reduced 0.17%
$545B
$9.51 Million 0.42% of portfolio
7,103
Q2 2025 Added 2.38%
$551B
$9.2 Million 0.41% of portfolio
25,918
Q2 2025 Added 1.23%
$368B
$8.91 Million 0.39% of portfolio
55,948
Q2 2025 Reduced 7.91%
$229B
$8.62 Million 0.38% of portfolio
59,057
Q2 2025 Reduced 2.8%
$135B
$8.38 Million 0.37% of portfolio
36,412
Q2 2025 Added 2.8%
$93.6B
$8.16 Million 0.36% of portfolio
16,013
Q2 2025 Added 19.5%
$172B
$7.96 Million 0.35% of portfolio
7,747
Q2 2025 Added 45.48%
$133B
$7.96 Million 0.35% of portfolio
8,889
Q2 2025 Reduced 2.67%
$608B
$7.87 Million 0.35% of portfolio
10,098
Q2 2025 Added 3.33%
$66.3B
$7.72 Million 0.34% of portfolio
99,684
Q2 2025 New
$202B
$7.42 Million 0.33% of portfolio
56,186
Q2 2025 Added 1.62%
$548B
$7.4 Million 0.33% of portfolio
13,172
Q2 2025 Added 5.32%
$153B
$7.18 Million 0.32% of portfolio
14,111
Q2 2025 Reduced 2.22%
$232B
$6.47 Million 0.29% of portfolio
23,739
Q2 2025 Added 2.27%
$452B
$6.66 Million 0.29% of portfolio
43,575
Q2 2025 Added 0.41%
$52.5B
$6.67 Million 0.29% of portfolio
32,588
Q2 2025 Added 2.69%
$245B
$6.3 Million 0.28% of portfolio
20,184
Q2 2025 Reduced 32.01%
$1.27T
$6.12 Million 0.27% of portfolio
27,033
Q2 2025 Added 6.36%
$306B
$6.02 Million 0.27% of portfolio
23,373
Q2 2025 Added 16.46%
$33.2B
$5.88 Million 0.26% of portfolio
33,948
Q2 2025 Added 1.06%
$5.02B
$5.92 Million 0.26% of portfolio
100,088
Q2 2025 Reduced 2.53%
$203B
$5.64 Million 0.25% of portfolio
71,274
Q2 2025 Added 1.25%
$59.7B
$5.11 Million 0.23% of portfolio
173,828
Q2 2025 Reduced 2.26%

Summary

  • Portfolio
  • No. of Stocks 670
  • Current Value $2.26 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 66 stocks
  • Additional Purchases 307 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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