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 Under $50 Millions
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