Meridian Wealth Management, LLC Portfolio Holdings

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025

Meridian Wealth Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.03 Billion distributed in 621 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $88.1M, Apple Inc. with a value of $87M, Exxon Mobil Corp with a value of $85.2M, Invesco Qqq Trust, Series 1 with a value of $74.2M, and Amazon Com Inc with a value of $62M.

Examining the 13F form we can see an decrease of $44.7M in the current position value, from $2.07B to 2.03B.

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

Portfolio value $2.03 Billion
ETFs: $869 Million
Technology: $365 Million
Financial Services: $177 Million
Consumer Cyclical: $118 Million
Energy: $118 Million
Healthcare: $112 Million
Industrials: $94.3 Million
Communication Services: $70.4 Million
Other: $97.7 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$16.1 Million 0.79% of portfolio
32,419
Q1 2025 Added 18.2%
$113B
$12.8 Million 0.63% of portfolio
76,426
Q1 2025 Added 5.25%
$147B
$11.8 Million 0.58% of portfolio
123,530
Q1 2025 Reduced 2.23%
$27.6B
$10.9 Million 0.54% of portfolio
106,543
Q1 2025 Added 10.75%
$85.1B
$9.07 Million 0.45% of portfolio
218,024
Q1 2025 Added 31.71%
$141B
$8.37 Million 0.41% of portfolio
35,419
Q1 2025 Added 86.36%
$153B
$6.77 Million 0.33% of portfolio
14,431
Q1 2025 Reduced 1.12%
$126B
$6.21 Million 0.31% of portfolio
9,133
Q1 2025 Reduced 0.88%
$58.9B
$5.42 Million 0.27% of portfolio
31,734
Q1 2025 Added 3.87%
$104B
$5.26 Million 0.26% of portfolio
57,208
Q1 2025 Added 9.47%
$60.6B
$5.07 Million 0.25% of portfolio
177,850
Q1 2025 Reduced 11.67%
$30.7B
$4.93 Million 0.24% of portfolio
33,593
Q1 2025 Reduced 2.92%
$164B
$4.58 Million 0.23% of portfolio
14,709
Q1 2025 Reduced 5.28%
$101B
$4.72 Million 0.23% of portfolio
13,400
Q1 2025 Added 1.03%
$138B
$4.66 Million 0.23% of portfolio
41,626
Q1 2025 Reduced 4.25%
$181B
$4.41 Million 0.22% of portfolio
14,124
Q1 2025 Added 3.34%
$177B
$4.27 Million 0.21% of portfolio
21,962
Q1 2025 Reduced -0.0%
$194B
$4.24 Million 0.21% of portfolio
5,325
Q1 2025 Added 21.24%
$52.1B
$3.98 Million 0.2% of portfolio
25,799
Q1 2025 Added 0.01%
$23.8B
$4.05 Million 0.2% of portfolio
100,121
Q1 2025 Added 11.09%
$20B
$4.15 Million 0.2% of portfolio
124,987
Q1 2025 Reduced 4.18%
$53.3B
$3.95 Million 0.2% of portfolio
31,105
Q1 2025 Reduced 1.93%
$86.8B
$4.06 Million 0.2% of portfolio
7,930
Q1 2025 Added 2.72%
$69.1B
$4.1 Million 0.2% of portfolio
32,005
Q1 2025 Added 5.32%
$85.3B
$3.79 Million 0.19% of portfolio
34,532
Q1 2025 Reduced 0.18%
$10.9B
$3.64 Million 0.18% of portfolio
32,026
Q1 2025 Added 0.72%
$173B
$3.4 Million 0.17% of portfolio
8,877
Q1 2025 Added 36.3%
$169B
$3.39 Million 0.17% of portfolio
6,665
Q1 2025 Reduced 0.52%
$15.4B
$3.25 Million 0.16% of portfolio
49,883
Q1 2025 Added 0.31%
$17.2B
$3.34 Million 0.16% of portfolio
9,055
Q1 2025 Added 1.79%
$153B
$3.02 Million 0.15% of portfolio
50,695
Q1 2025 Reduced 3.9%
$86.8B
$3.03 Million 0.15% of portfolio
154,554
Q1 2025 Added 0.63%
$51.6B
$3.14 Million 0.15% of portfolio
21,898
Q1 2025 Reduced 0.41%
$102B
$3.08 Million 0.15% of portfolio
50,499
Q1 2025 Reduced 1.46%
$42.8B
$2.92 Million 0.14% of portfolio
35,421
Q1 2025 Added 4.2%
$141B
$2.67 Million 0.13% of portfolio
11,437
Q1 2025 Added 0.94%
$108B
$2.34 Million 0.12% of portfolio
5,230
Q1 2025 Reduced 14.05%
$122B
$2.45 Million 0.12% of portfolio
44,173
Q1 2025 Added 0.89%
$145B
$2.25 Million 0.11% of portfolio
7,965
Q1 2025 Added 3.93%
$180B
$2.13 Million 0.11% of portfolio
47,000
Q1 2025 Added 4.16%
$141B
$2.09 Million 0.1% of portfolio
82,556
Q1 2025 Reduced 4.5%
$177B
$2.02 Million 0.1% of portfolio
13,135
Q1 2025 Reduced 0.06%
$93.2B
$2.04 Million 0.1% of portfolio
8,824
Q1 2025 Added 1.4%
$161B
$2.04 Million 0.1% of portfolio
14,046
Q1 2025 Reduced 3.45%
$53.5B
$2.05 Million 0.1% of portfolio
110,296
Q1 2025 Added 0.71%
$32.7B
$1.83 Million 0.09% of portfolio
21,131
Q1 2025 Reduced 5.35%
$182B
$1.81 Million 0.09% of portfolio
25,521
Q1 2025 Reduced 0.85%
$111B
$1.79 Million 0.09% of portfolio
18,254
Q1 2025 Added 62.2%
$87.7B
$1.77 Million 0.09% of portfolio
6,979
Q1 2025 Reduced 5.75%

Summary

  • Portfolio
  • No. of Stocks 621
  • Current Value $2.03 Billion
  • Prior Value $2.07 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 291 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 250 stocks
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