Meridian Wealth Management, LLC ETFs

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JIRE J P Morgan Exchg Traded Fd Tr	$0	$496,000 0.02% of portfolio	7,016	Q2 2025 Added 3.13%
HEDJ Wisdomtree Europe Hedged Equit	$0	$496,000 0.02% of portfolio	10,312	Q1 2025 Reduced 0.06%
TQQQ Proshares Ultrapro Qqq	$0	$477,000 0.02% of portfolio	5,759	Q2 2025 Added 63.89%
IHI Ishares Tr Dow Jones Us Medica	$0	$469,000 0.02% of portfolio	7,498	Q2 2025 Added 0.01%
ITOT Ishares Core S&P Total U.S. St	$0	$465,000 0.02% of portfolio	3,450	Q2 2025 Added 0.2%
IWV Ishares Russell 3000 ETF	$0	$464,000 0.02% of portfolio	1,322	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$463,000 0.02% of portfolio	4,501	Q2 2025 Added 9.59%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$462,000 0.02% of portfolio	5,770	Q2 2025 Added 25.71%
QLC Flexshares Tr Us Quality Large	$0	$461,000 0.02% of portfolio	6,478	Q2 2024 New
UBOT Direxion Dly Robotics, Art Int	$0	$453,000 0.02% of portfolio	20,686	Q2 2025 Added 10.7%
SCHE Schwab Strategic Tr Us Emergin	$0	$452,000 0.02% of portfolio	15,013	Q2 2025 Reduced 3.15%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$443,000 0.02% of portfolio	5,579	Q2 2025 Reduced 2.58%
ITA Ishares Tr	$0	$438,000 0.02% of portfolio	2,324	Q2 2025 Added 4.5%
FXU First Tr Exchange Traded Fd Ut	$0	$437,000 0.02% of portfolio	10,312	Q2 2025 Reduced 0.96%
EZU Ishares Inc Msci Eurozone ETF	$0	$432,000 0.02% of portfolio	7,274	Q2 2025 Reduced 16.63%
IVOV Vanguard S&P Mid Cap 400 Value	$0	$431,000 0.02% of portfolio	4,521	Q2 2025 Added 1.25%
IUSV Ishares Core S&P U.S. Value Et	$0	$430,000 0.02% of portfolio	4,546	Q2 2025 Reduced 23.31%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$412,000 0.02% of portfolio	17,368	Q2 2025 New
FXR First Trust Industrials/Produc	$0	$403,000 0.02% of portfolio	5,441	Q2 2025 Reduced 0.87%
PEY Invesco Exchange Traded Fd Tr	$0	$402,000 0.02% of portfolio	19,718	Q2 2025 Reduced 8.72%
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$402,000 0.02% of portfolio	8,493	Q2 2025 New
BSMU Invesco Exchange Self Ind Tr	$0	$394,000 0.02% of portfolio	18,326	Q2 2025 Added 47.4%
EFV Msci Eafe Value ETF	$0	$391,000 0.02% of portfolio	6,160	Q2 2025 Added 0.28%
HDV Ishares Core High Dividend ETF	$0	$391,000 0.02% of portfolio	3,339	Q2 2025 Reduced 1.04%
CMF Ishares California Muni Bond E	$0	$385,000 0.02% of portfolio	6,920	Q2 2025 Added 13.54%
IUSB Ishares Core Total Usd Bond Ma	$0	$383,000 0.02% of portfolio	8,306	Q2 2025 Reduced 3.7%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$372,000 0.02% of portfolio	5,510	Q1 2025 Reduced 15.36%
QDF Flexshares Quality Dividend In	$0	$370,000 0.02% of portfolio	5,067	Q2 2024 New
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$366,000 0.02% of portfolio	14,258	Q2 2025 Reduced 31.73%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$359,000 0.02% of portfolio	3,143	Q2 2025 New
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$357,000 0.02% of portfolio	7,983	Q2 2024 New
FDN First Tr Fd Dow Jones	$0	$350,000 0.02% of portfolio	1,302	Q2 2025 Reduced 6.53%
IYT Ishares Tr U.S. Transportation	$0	$349,000 0.02% of portfolio	5,104	Q4 2024 New
IYE Ishares Tr	$0	$340,000 0.02% of portfolio	7,536	Q2 2025 Reduced 9.43%
KRE Spdr S&P Regional Banking ETF	$0	$337,000 0.01% of portfolio	5,679	Q2 2025 Added 0.62%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$332,000 0.01% of portfolio	6,745	Q2 2025 Reduced 9.22%
PFF Ishares Trust Ishares Pfd And	$0	$332,000 0.01% of portfolio	10,824	Q2 2025 Added 5.4%
IBMQ Ishares Tr Ibonds Dec 2028 Ter	$0	$329,000 0.01% of portfolio	12,954	Q2 2025 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$328,000 0.01% of portfolio	11,227	Q2 2025 Reduced 18.65%
BILS Spdr Bloomberg 3 12 Month T Bi	$0	$325,000 0.01% of portfolio	3,275	Q2 2025 Added 38.13%
IWX Ishares Tr Russell 200 Value E	$0	$323,000 0.01% of portfolio	3,837	Q2 2025 Reduced 3.33%
XLC Select Sector Spdr Tr Communic	$0	$316,000 0.01% of portfolio	2,920	Q2 2025 Reduced 3.12%
VMBS Vanguard Mortg Backed Sec ETF	$0	$314,000 0.01% of portfolio	6,791	Q2 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$313,000 0.01% of portfolio	6,426	Q2 2025 New
IYH Ishares Tr	$0	$309,000 0.01% of portfolio	5,475	Q2 2025 Added 0.07%
MTUM Ishares Msci Usa Momentum Fact	$0	$308,000 0.01% of portfolio	1,285	Q2 2025 Reduced 4.6%
SLYV Spdr S&P 600 Small Cap Value E	$0	$307,000 0.01% of portfolio	3,856	Q2 2025 Reduced 22.91%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$292,000 0.01% of portfolio	4,808	Q3 2024 New
VOX Vanguard Communication Service	$0	$288,000 0.01% of portfolio	1,687	Q2 2025 Added 14.37%
SCHK Schwab Strategic Tr 1000 Index	$0	$287,000 0.01% of portfolio	9,628	Q2 2025 Added 0.08%

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