Meridian Wealth Partners, LLC Purchases and Sells in Q2 2025

Meridian Wealth Partners, LLC

$685 Million
Q2 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	12.1K + 0.67%	$34.04 - $42.36 $414K - $515K	1.82M $77.3M
SCHX	8.59K + 0.29%	$19.6 - $24.44 $168K - $210K	2.95M $72.1M
AGG	55K + 7.15%	$96.84 - $99.46 $5.33M - $5.47M	824K $81.7M
IXUS	14.9K + 5.62%	$62.37 - $77.63 $930K - $1.16M	280K $21.7M
DFAX	2.19K + 0.23%	$23.37 - $29.39 $51.1K - $64.2K	951K $27.9M
EFG	3.53K + 1.7%	$89.8 - $112.0 $317K - $395K	211K $23.6M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CNTA	38.1K New	$10.71 - $14.2 $408K - $541K	38.1K $500K
PLTR	3.5K New	$74.01 - $144.25 $259K - $504K	3.5K $476K
TSM	1.58K New	$141.37 - $228.57 $224K - $362K	1.58K $358K
IAU	4.5K New	$56.1 - $64.74 $252K - $291K	4.5K $280K
NOW	229 New	$721.65 - $1040.18 $165K - $238K	229 $235K
XLK	903 New	$179.73 - $253.23 $162K - $229K	903 $228K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-1.57K - 1.66%	$48.13 - $49.85 $75.4K - $78.1K	93.1K $4.56M
XOM	-478 - 7.12%	$99.93 - $119.04 $47.8K - $56.9K	6.24K $672K
TXN	-312 - 4.6%	N/A	6.47K $1.26M
VIG	-267 - 10.42%	N/A	2.3K $418K
PG	-1 - 0.03%	$157.66 - $172.39 $158 - $172	3.66K $582K
LOW	-77 - 4.07%	$210.83 - $235.28 $16.2K - $18.1K	1.82K $403K

Activity Summary All Purchases 79 New Holdings 13 Increased Positions 66 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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