Meridian Wealth Management, LLC Portfolio Holdings

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025

Meridian Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.26 Billion distributed in 670 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $122M, Invesco Qqq Trust, Series 1 with a value of $89.4M, Apple Inc. with a value of $80.4M, Microsoft Corp with a value of $80.2M, and Exxon Mobil Corp with a value of $77.4M.

Examining the 13F form we can see an increase of $238M in the current position value, from $2.03B to 2.26B.

Below you can find more details about Meridian Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.26 Billion
ETFs: $944 Million
Technology: $479 Million
Financial Services: $194 Million
Consumer Cyclical: $136 Million
Industrials: $110 Million
Energy: $107 Million
Healthcare: $98.8 Million
Communication Services: $87.5 Million
Other: $99.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$480,000 0.02% of portfolio
3,378
Q3 2024 New
$0
$463,000 0.02% of portfolio
4,501
Q2 2025 Added 9.59%
$0
$502,000 0.02% of portfolio
4,450
Q2 2025 Added 0.16%
$0
$357,000 0.02% of portfolio
7,983
Q2 2024 New
$0
$512,000 0.02% of portfolio
10,787
Q2 2025 Added 36.2%
$0
$349,000 0.02% of portfolio
5,104
Q4 2024 New
$0
$372,000 0.02% of portfolio
5,510
Q1 2025 Reduced 15.36%
$0
$461,000 0.02% of portfolio
6,478
Q2 2024 New
$0
$452,000 0.02% of portfolio
15,013
Q2 2025 Reduced 3.15%
$0
$562,000 0.02% of portfolio
3,184
Q2 2025 Added 6.35%
$11.8B
$340,000 0.02% of portfolio
6,832
Q2 2025 New
$0
$477,000 0.02% of portfolio
5,759
Q2 2025 Added 63.89%
$0
$403,000 0.02% of portfolio
5,441
Q2 2025 Reduced 0.87%
$0
$437,000 0.02% of portfolio
10,312
Q2 2025 Reduced 0.96%
$16.8B
$476,000 0.02% of portfolio
6,291
Q2 2025 Reduced 3.98%
$0
$524,000 0.02% of portfolio
22,576
Q1 2025 Added 30.86%
$45.4B
$433,000 0.02% of portfolio
752
Q2 2025 Reduced 1.31%
$11.1B
$376,000 0.02% of portfolio
2,010
Q2 2025 Added 15.38%
$86.6B
$373,000 0.02% of portfolio
7,600
Q2 2025 Reduced 6.75%
$21.4B
$427,000 0.02% of portfolio
1,362
Q2 2025 Added 15.03%
$14M
$538,000 0.02% of portfolio
61,850
Q2 2025 Reduced 12.7%
$5.99B
$371,000 0.02% of portfolio
18,491
Q2 2025 Added 1.37%
$112B
$556,000 0.02% of portfolio
4,183
Q2 2025 Added 0.82%
$34.2B
$478,000 0.02% of portfolio
2,468
Q2 2025 Added 20.51%
$68B
$402,000 0.02% of portfolio
12,990
Q2 2025 Reduced 7.16%
$27.6B
$554,000 0.02% of portfolio
472
Q2 2025 Added 3.96%
$174B
$462,000 0.02% of portfolio
5,069
Q2 2025 Reduced 18.14%
$40.1B
$391,000 0.02% of portfolio
1,516
Q2 2025 Added 12.05%
$30.1B
$556,000 0.02% of portfolio
5,280
Q2 2025 Reduced 47.76%
$69.5B
$453,000 0.02% of portfolio
1,773
Q2 2025 Added 0.28%
$85.6B
$548,000 0.02% of portfolio
8,140
Q2 2025 Reduced 0.07%
$66.9B
$375,000 0.02% of portfolio
6,440
Q2 2025 Reduced 46.05%
$35.5B
$368,000 0.02% of portfolio
5,888
Q2 2025 Reduced 0.62%
$48.1B
$361,000 0.02% of portfolio
4,616
Q2 2025 Added 0.33%
$3.63B
$381,000 0.02% of portfolio
3,775
Q2 2025 Added 8.57%
$2.8B
$393,000 0.02% of portfolio
15,786
Q2 2025 New
$15.8B
$344,000 0.02% of portfolio
6,138
Q2 2025 Added 0.66%
$87.3B
$481,000 0.02% of portfolio
959
Q2 2025 Added 29.59%
$6.31B
$547,000 0.02% of portfolio
10,384
Q2 2025 Reduced 7.96%
$57.8B
$515,000 0.02% of portfolio
4,969
Q2 2025 Added 0.34%
$121B
$405,000 0.02% of portfolio
2,713
Q2 2025 Reduced 0.77%
$81.6B
$460,000 0.02% of portfolio
2,163
Q2 2025 New
$17B
$526,000 0.02% of portfolio
1,409
Q1 2025 Added 0.43%
$71.8B
$464,000 0.02% of portfolio
10,268
Q2 2025 Added 3.1%
$31.9B
$562,000 0.02% of portfolio
1,669
Q2 2025 Added 0.18%
$58B
$522,000 0.02% of portfolio
2,595
Q2 2025 Added 27.33%
$0
$214,000 0.01% of portfolio
7,474
Q2 2025 New
$0
$265,000 0.01% of portfolio
3,044
Q2 2025 Reduced 10.81%
$0
$241,000 0.01% of portfolio
12,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 670
  • Current Value $2.26 Billion
  • Prior Value $2.03 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 66 stocks
  • Additional Purchases 307 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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