Meridian Wealth Management, LLC Portfolio Holdings
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
Meridian Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.53 Billion distributed in 707 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $142M, Apple Inc. with a value of $102M, Invesco Qqq Trust, Series 1 with a value of $98.4M, Microsoft Corp with a value of $85M, and Exxon Mobil Corp with a value of $77.5M.
Examining the 13F form we can see an increase of $266M in the current position value, from $2.26B to 2.53B.
Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.53 Billion
ETFs: $1.06 Billion
Technology: $563 Million
Financial Services: $210 Million
Consumer Cyclical: $151 Million
Industrials: $122 Million
Energy: $105 Million
Communication Services: $104 Million
Healthcare: $103 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 707
- Current Value $2.53 Billion
- Prior Value $2.26 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 64 stocks
- Additional Purchases 334 stocks
- Sold out of 0 stocks
- Reduced holdings in 257 stocks