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
$12.1B
$922,000 0.04% of portfolio
6,476
Q2 2025 Reduced 9.82%
$43.3B
$990,000 0.04% of portfolio
6,683
Q2 2025 Reduced 0.4%
$117B
$960,000 0.04% of portfolio
3,314
Q2 2025 Added 0.67%
$0
$888,000 0.04% of portfolio
10,652
Q2 2025 New
$17.3B
$804,000 0.04% of portfolio
6,467
Q2 2025 Added 17.86%
$210B
$818,000 0.04% of portfolio
2,337
Q2 2025 Added 46.06%
$118B
$896,000 0.04% of portfolio
15,283
Q2 2025 Added 2.51%
$21.8B
$936,000 0.04% of portfolio
13,015
Q2 2025 Reduced 6.84%
$238B
$981,000 0.04% of portfolio
14,048
Q2 2025 Added 1.36%
$0
$966,000 0.04% of portfolio
14,860
Q2 2025 Added 3.07%
$0
$897,000 0.04% of portfolio
29,106
Q2 2025 Added 0.34%
$78B
$812,000 0.04% of portfolio
3,015
Q2 2025 Added 1.01%
$385B
$872,000 0.04% of portfolio
1,089
Q2 2025 Added 9.89%
$0
$836,000 0.04% of portfolio
10,819
Q2 2025 Reduced 0.2%
$0
$978,000 0.04% of portfolio
5,038
Q2 2025 Added 0.2%
$0
$846,000 0.04% of portfolio
8,999
Q2 2025 Reduced 3.86%
$0
$826,000 0.04% of portfolio
16,451
Q2 2025 Added 18.64%
$72.3B
$832,000 0.04% of portfolio
11,752
Q2 2025 Reduced 0.03%
$12.3B
$950,000 0.04% of portfolio
3,261
Q1 2025 Reduced 3.66%
$122B
$830,000 0.04% of portfolio
2,693
Q2 2025 Reduced 1.07%
$0
$927,000 0.04% of portfolio
38,483
Q2 2025 Added 13.88%
$0
$972,000 0.04% of portfolio
49,833
Q2 2025 Added 12.94%
$96.1B
$940,000 0.04% of portfolio
5,663
Q2 2025 Reduced 36.71%
$0
$932,000 0.04% of portfolio
38,451
Q2 2025 New
$60.7B
$963,000 0.04% of portfolio
22,422
Q2 2025 Reduced 2.27%
$77.6B
$798,000 0.04% of portfolio
10,747
Q2 2025 Added 8.14%
$0
$918,000 0.04% of portfolio
63,635
Q2 2025 Added 11.06%
$0
$906,000 0.04% of portfolio
14,182
Q2 2025 Added 11.32%
$192B
$927,000 0.04% of portfolio
1,177
Q2 2025 Reduced 1.01%
$24.7B
$835,000 0.04% of portfolio
7,341
Q2 2025 Reduced 4.23%
$0
$799,000 0.04% of portfolio
6,090
Q1 2025 Added 16.94%
$125B
$1.02 Million 0.04% of portfolio
14,732
Q2 2025 Reduced 4.91%
$148B
$988,000 0.04% of portfolio
14,236
Q2 2025 Reduced 28.41%
$0
$729,000 0.03% of portfolio
17,122
Q2 2025 Added 10.4%
$72.2B
$567,000 0.03% of portfolio
2,534
Q2 2025 New
$452B
$728,000 0.03% of portfolio
1
Q3 2024 New
$0
$648,000 0.03% of portfolio
2,610
Q2 2025 Added 4.32%
$32.6B
$611,000 0.03% of portfolio
7,488
Q2 2025 Reduced 11.15%
$0
$631,000 0.03% of portfolio
4,745
Q2 2025 Reduced 38.19%
$50.6B
$678,000 0.03% of portfolio
4,840
Q2 2025 Reduced 6.02%
$0
$625,000 0.03% of portfolio
16,629
Q2 2025 Added 112.02%
$1.09B
$687,000 0.03% of portfolio
12,252
Q2 2025 Reduced 5.97%
$21.1B
$675,000 0.03% of portfolio
1,323
Q2 2025 Added 8.89%
$75.4B
$593,000 0.03% of portfolio
1,158
Q2 2025 Reduced 5.16%
$79.5B
$591,000 0.03% of portfolio
4,728
Q2 2025 Reduced 1.17%
$32.9B
$751,000 0.03% of portfolio
3,074
Q2 2025 Reduced 0.16%
$94.1B
$718,000 0.03% of portfolio
3,914
Q2 2025 Reduced 1.16%
$66.2B
$577,000 0.03% of portfolio
767
Q2 2025 Added 59.13%
$0
$694,000 0.03% of portfolio
5,742
Q2 2025 Reduced 1.02%

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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