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
$0
$3.16 Million 0.14% of portfolio
11,285
Q2 2025 Added 2.28%
$0
$3.1 Million 0.14% of portfolio
64,263
Q2 2025 Reduced 3.86%
$0
$2.97 Million 0.13% of portfolio
24,453
Q2 2025 Added 1.42%
$0
$2.86 Million 0.13% of portfolio
42,551
Q2 2025 Added 1.3%
$0
$2.96 Million 0.13% of portfolio
72,775
Q2 2025 Added 0.36%
$0
$3.06 Million 0.13% of portfolio
15,495
Q2 2025 Reduced 7.02%
$0
$2.84 Million 0.13% of portfolio
65,183
Q2 2025 Reduced 18.36%
$214B
$2.93 Million 0.13% of portfolio
506
Q2 2025 Added 7.43%
$0
$2.98 Million 0.13% of portfolio
121,241
Q2 2025 Reduced 1.82%
$0
$2.84 Million 0.13% of portfolio
42,197
Q2 2025 Added 16.29%
$41.6B
$3.03 Million 0.13% of portfolio
35,985
Q2 2025 Added 1.59%
$287B
$2.94 Million 0.13% of portfolio
41,578
Q2 2025 Added 30.85%
$251B
$2.8 Million 0.12% of portfolio
15,363
Q2 2025 Added 2.54%
$0
$2.76 Million 0.12% of portfolio
48,019
Q2 2025 Added 1.46%
$0
$2.62 Million 0.12% of portfolio
32,508
Q2 2025 Added 3.12%
$16.7B
$2.59 Million 0.11% of portfolio
46,179
Q2 2025 Reduced 7.43%
$0
$2.5 Million 0.11% of portfolio
4,419
Q2 2025 Reduced 0.76%
$7.49B
$2.5 Million 0.11% of portfolio
130,352
Q2 2025 Added 6.33%
$0
$2.39 Million 0.11% of portfolio
10,997
Q2 2025 Reduced 0.95%
$131B
$2.46 Million 0.11% of portfolio
5,315
Q2 2025 Added 1.63%
$0
$2.18 Million 0.1% of portfolio
15,388
Q2 2025 Added 6.37%
$224B
$2.24 Million 0.1% of portfolio
7,654
Q2 2025 Added 6.17%
$5.21B
$2.3 Million 0.1% of portfolio
22,021
Q2 2025 Added 4.76%
$0
$2.25 Million 0.1% of portfolio
12,403
Q2 2025 Added 4.81%
$118B
$2.2 Million 0.1% of portfolio
45,571
Q2 2025 Added 3.16%
$0
$2.17 Million 0.1% of portfolio
54,895
Q2 2025 Added 278.72%
$144B
$2.28 Million 0.1% of portfolio
8,550
Q2 2025 Added 7.34%
$0
$2.16 Million 0.1% of portfolio
21,484
Q2 2025 Added 30.31%
$95.9B
$2.33 Million 0.1% of portfolio
50,339
Q2 2025 Reduced 0.32%
$197B
$2.27 Million 0.1% of portfolio
26,643
Q2 2025 Added 4.4%
$0
$2.2 Million 0.1% of portfolio
44,560
Q2 2025 Added 9.4%
$0
$2.07 Million 0.09% of portfolio
8,161
Q2 2025 Reduced 6.7%
$176B
$2.07 Million 0.09% of portfolio
11,317
Q2 2025 Reduced 19.43%
$53B
$2.12 Million 0.09% of portfolio
116,677
Q2 2025 Added 5.79%
$96.4B
$2.1 Million 0.09% of portfolio
6,819
Q2 2025 Reduced 2.29%
$0
$2.1 Million 0.09% of portfolio
40,024
Q2 2025 Added 0.2%
$235B
$2.08 Million 0.09% of portfolio
15,318
Q2 2025 Added 6.81%
$209B
$2.13 Million 0.09% of portfolio
17,167
Q2 2025 Reduced 2.57%
$187B
$2.05 Million 0.09% of portfolio
12,889
Q2 2025 Reduced 1.87%
$185B
$1.98 Million 0.09% of portfolio
45,807
Q2 2025 Reduced 2.54%
$0
$2 Million 0.09% of portfolio
20,132
Q2 2025 Added 6.69%
$0
$1.93 Million 0.09% of portfolio
20,962
Q2 2025 Added 0.54%
$0
$2.07 Million 0.09% of portfolio
3,125
Q2 2025 Added 15.83%
$201B
$1.98 Million 0.09% of portfolio
68,357
Q2 2025 Added 2.87%
$97.1B
$1.72 Million 0.08% of portfolio
18,736
Q2 2025 Added 2.64%
$0
$1.72 Million 0.08% of portfolio
17,646
Q2 2025 Added 9.39%
$90.6B
$1.9 Million 0.08% of portfolio
8,285
Q2 2025 Reduced 6.11%
$318B
$1.92 Million 0.08% of portfolio
23,962
Q2 2025 Added 26.28%
$0
$1.92 Million 0.08% of portfolio
7,216
Q2 2025 Reduced 23.1%

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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