Meridian Wealth Management, LLC Portfolio Holdings by Sector
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ SPY BND IVV VUG SCHG VTV VOO 281 stocks |
$922,521
40.9% of portfolio
|
  143  
|
  111  
|
  20  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO AMD MRVL TSM QCOM TXN GFS 10 stocks |
$183,516
8.14% of portfolio
|
  4  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT HOOD PLTR ORCL CRWD PANW ADBE FTNT 13 stocks |
$146,028
6.47% of portfolio
|
  9  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL CVE 5 stocks |
$90,469
4.01% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL SONO 2 stocks |
$80,714
3.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CVNA MELI CHWY 4 stocks |
$72,373
3.21% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG TWLO SPOT 5 stocks |
$71,160
3.15% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM ING C WFC BAC CM 6 stocks |
$66,498
2.95% of portfolio
|
  4  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK GILD AMGN BMY SNY 11 stocks |
$51,677
2.29% of portfolio
|
  7  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B EQH BRK-A 3 stocks |
$39,854
1.77% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP NOW CRM CDNS FICO TTD INTU APP 13 stocks |
$37,398
1.66% of portfolio
|
  7  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$33,311
1.48% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
MAIN ARES KYN ARCC GSBD OWL ETV EVT 24 stocks |
$33,118
1.47% of portfolio
|
  17  
|
  4  
|
  3  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$23,627
1.05% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM NIO 4 stocks |
$21,555
0.96% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE EMR ROP ETN PH ITW OTIS SMR 8 stocks |
$19,351
0.86% of portfolio
|
  6  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA AXP PYPL COF 5 stocks |
$19,263
0.85% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX NOC LMT BA GD AXON KTOS 7 stocks |
$18,936
0.84% of portfolio
|
  4  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG RMD 2 stocks |
$18,083
0.8% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN AI FISV 4 stocks |
$17,256
0.77% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SYBT PNC FITB TFC RF MTB USB RBCAA 10 stocks |
$17,098
0.76% of portfolio
|
  6  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
AER URI 2 stocks |
$16,616
0.74% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO FE PEG DUK NEE D AEP NGG 8 stocks |
$16,371
0.73% of portfolio
|
  5  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$15,437
0.68% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$14,214
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG UL CL HIMS CHD CLX EL 7 stocks |
$14,132
0.63% of portfolio
|
  3  
|
  4  
|
  2  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$11,639
0.52% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$10,905
0.48% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$10,727
0.48% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP CNI NSC CSX 4 stocks |
$9,740
0.43% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI ET OKE LNG ENB EPD WMB 7 stocks |
$9,353
0.41% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI HUM CVS 4 stocks |
$8,897
0.39% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
LAMR DLR AMT 3 stocks |
$8,081
0.36% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL EEM 2 stocks |
$7,025
0.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG DPZ TXRH 6 stocks |
$6,470
0.29% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE CME MCO MSCI FDS 6 stocks |
$6,105
0.27% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY CASY AZO TSCO 4 stocks |
$5,892
0.26% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT ZBH SYK PODD EW BSX TMDX 8 stocks |
$5,789
0.26% of portfolio
|
  6  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS GS SCHW 3 stocks |
$5,176
0.23% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EOG COP TPL CTRA OXY 5 stocks |
$5,154
0.23% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
AXSM NVO IMMP VRTX REGN NUVB LQDA DMAC 10 stocks |
$4,997
0.22% of portfolio
|
  4  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
WAT MTD TMO DGX IQV 5 stocks |
$4,964
0.22% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$4,579
0.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$4,538
0.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$4,506
0.2% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL TRV 4 stocks |
$4,015
0.18% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$4,006
0.18% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3,694
0.16% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX VRT EOSE 3 stocks |
$3,588
0.16% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG ECL HWKN SHW WDFC 5 stocks |
$2,887
0.13% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST POOL GWW 3 stocks |
$2,765
0.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH MCK ABC 3 stocks |
$2,729
0.12% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON MMM IEP 3 stocks |
$2,703
0.12% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$2,588
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM RSG CLH 3 stocks |
$2,390
0.11% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2,241
0.1% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$2,052
0.09% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL UAL 2 stocks |
$1,625
0.07% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,536
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CSL CARR TT JCI 4 stocks |
$1,491
0.07% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$1,428
0.06% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
DVA EHC 2 stocks |
$1,425
0.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,237
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC VVV 2 stocks |
$1,214
0.05% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,139
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
WPM NEM CDE SBSW TRX 5 stocks |
$1,111
0.05% of portfolio
|
  4  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$1,071
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
AGX STRL BLNK 3 stocks |
$1,001
0.04% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG CHDN 2 stocks |
$781
0.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
PKG BALL 2 stocks |
$733
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC SJM 2 stocks |
$681
0.03% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$678
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$548
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O SPG 2 stocks |
$536
0.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$523
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$445
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$443
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$438
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$425
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$407
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$371
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
CZR 1 stocks |
$320
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
ARLP 1 stocks |
$318
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$304
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$296
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$292
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$279
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$256
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
HAL 1 stocks |
$252
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$249
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$234
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$211
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$204
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$202
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|