Meridian Wealth Management, LLC ETFs

Meridian Wealth Management, LLC

$2.03 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JIRE J P Morgan Exchg Traded Fd Tr	$0	$433,000 0.02% of portfolio	6,803	Q1 2025 Reduced 18.84%
SCHE Schwab Strategic Tr Us Emergin	$0	$427,000 0.02% of portfolio	15,501	Q1 2025 Reduced 5.97%
FXU First Tr Exchange Traded Fd Ut	$0	$426,000 0.02% of portfolio	10,412	Q4 2024 Reduced 2.35%
STIP Ishares Barclays 0 5 Year Tips	$0	$424,000 0.02% of portfolio	4,107	Q1 2025 Reduced 4.02%
ITOT Ishares Core S&P Total U.S. St	$0	$420,000 0.02% of portfolio	3,443	Q1 2025 Reduced 0.35%
IWV Ishares Russell 3000 ETF	$0	$419,000 0.02% of portfolio	1,322	Q3 2024 New
QLC Flexshares Tr Us Quality Large	$0	$413,000 0.02% of portfolio	6,478	Q2 2024 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$410,000 0.02% of portfolio	4,465	Q1 2025 Added 0.25%
IYE Ishares Tr	$0	$410,000 0.02% of portfolio	8,321	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$408,000 0.02% of portfolio	3,374	Q1 2025 Added 0.63%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$398,000 0.02% of portfolio	13,801	Q4 2024 Reduced 1.21%
IUSB Ishares Core Total Usd Bond Ma	$0	$397,000 0.02% of portfolio	8,625	Q1 2025 Reduced 3.69%
SLYV Spdr S&P 600 Small Cap Value E	$0	$392,000 0.02% of portfolio	5,002	Q1 2025 Reduced 0.06%
FXR First Trust Industrials/Produc	$0	$382,000 0.02% of portfolio	5,489	Q1 2025 Added 0.88%
VDE Vanguard Energy ETF	$0	$379,000 0.02% of portfolio	2,922	Q1 2025 Reduced 0.54%
HYDB Ishares Tr Edge High Yield Def	$0	$372,000 0.02% of portfolio	7,920	Q1 2025 Added 22.58%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$365,000 0.02% of portfolio	7,430	Q1 2025 Reduced 54.34%
EFV Msci Eafe Value ETF	$0	$362,000 0.02% of portfolio	6,143	Q1 2025 Reduced 17.12%
QDF Flexshares Quality Dividend In	$0	$346,000 0.02% of portfolio	5,067	Q2 2024 New
CMF Ishares California Muni Bond E	$0	$343,000 0.02% of portfolio	6,095	Q1 2025 Added 40.76%
ITA Ishares Tr	$0	$340,000 0.02% of portfolio	2,224	Q1 2025 Reduced 0.27%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$338,000 0.02% of portfolio	4,590	Q1 2025 Reduced 22.96%
IYH Ishares Tr	$0	$333,000 0.02% of portfolio	5,471	Q1 2025 New
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$331,000 0.02% of portfolio	7,983	Q2 2024 New
UBOT Direxion Dly Robotics, Art Int	$0	$326,000 0.02% of portfolio	18,686	Q1 2025 Reduced 16.52%
IWX Ishares Tr Russell 200 Value E	$0	$326,000 0.02% of portfolio	3,969	Q1 2025 Added 0.15%
IYT Ishares Tr U.S. Transportation	$0	$326,000 0.02% of portfolio	5,104	Q4 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$320,000 0.02% of portfolio	5,644	Q1 2025 Added 2.82%
PFF Ishares Trust Ishares Pfd And	$0	$315,000 0.02% of portfolio	10,269	Q1 2025 Added 38.71%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$315,000 0.02% of portfolio	5,510	Q1 2025 Reduced 15.36%
FDN First Tr Fd Dow Jones	$0	$309,000 0.02% of portfolio	1,393	Q1 2025 Reduced 0.92%
SJNK Spdr Bloomberg Short Term High	$0	$297,000 0.01% of portfolio	11,806	Q1 2025 Reduced 3.2%
XLC Select Sector Spdr Tr Communic	$0	$290,000 0.01% of portfolio	3,014	Q1 2025 New
FENY Fidelity Covington Tr Msci Ene	$0	$282,000 0.01% of portfolio	11,045	Q1 2025 Added 5.33%
QYLD Global X Fdsnasdaq 100 Covered	$0	$282,000 0.01% of portfolio	16,972	Q1 2025 Added 13.64%
UMAR Innovator U.S. Equity Ultra Bu	$0	$278,000 0.01% of portfolio	7,843	Q1 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$275,000 0.01% of portfolio	3,413	Q1 2025 Added 51.15%
MTUM Ishares Msci Usa Momentum Fact	$0	$272,000 0.01% of portfolio	1,347	Q1 2025 Reduced 0.22%
FAS Direxion Daily Financial Bull	$0	$270,000 0.01% of portfolio	1,711	Q1 2025 Reduced 1.72%
BSMU Invesco Exchange Self Ind Tr	$0	$268,000 0.01% of portfolio	12,433	Q1 2025 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$266,000 0.01% of portfolio	4,808	Q3 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$265,000 0.01% of portfolio	4,815	Q1 2025 Added 33.45%
SCHK Schwab Strategic Tr 1000 Index	$0	$258,000 0.01% of portfolio	9,620	Q1 2025 Reduced 5.61%
BUFT Ft Exch Trd Fd Viii Cboe Vest	$0	$258,000 0.01% of portfolio	11,507	Q1 2025 Reduced 13.53%
ICVT Ishares Tr Convertible Bond Et	$0	$245,000 0.01% of portfolio	2,934	Q1 2025 Reduced 2.56%
IGE Ishares Tr North Amern Nat Res	$0	$245,000 0.01% of portfolio	5,400	Q4 2024 New
DSEP First Tr ETF Viii Cboe Vest Us	$0	$245,000 0.01% of portfolio	6,190	Q1 2025 Reduced 7.89%
IGLB Ishares 10+ Year Investment Gr	$0	$245,000 0.01% of portfolio	4,879	Q1 2025 Added 0.85%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$243,000 0.01% of portfolio	10,550	Q3 2024 Added 13.44%
BILS Spdr Bloomberg 3 12 Month T Bi	$0	$235,000 0.01% of portfolio	2,371	Q1 2025 Added 4.77%

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