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 Market Cap. of $50 Millions to $300 Millions
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