Meridian Wealth Partners, LLC Reduced Holdings in Q1 2025

Meridian Wealth Partners, LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-106
- 1.54%
N/A
6.78K $1.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 2.71%
$497.6 - $606.74 $5.97K - $7.28K
430 $213K
CSCO
Cisco Systems, Inc.

Technology
-342
- 9.48%
$58.74 - $64.87 $20.1K - $22.2K
3.27K $201K
NFLX
Netflix Inc

Communication Services
-28
- 7.93%
$828.4 - $1058.6 $23.2K - $29.6K
325 $303K
ADP
Automatic Data Processing Inc

Industrials
-69
- 7.06%
$286.85 - $318.64 $19.8K - $22K
908 $277K
SPGI
S&P Global Inc.

Financial Services
-45
- 2.45%
$478.26 - $543.77 $21.5K - $24.5K
1.79K $908K
LLY
Eli Lilly & CO

Healthcare
-47
- 6.99%
$725.72 - $929.72 $34.1K - $43.7K
625 $516K
WFC
Wells Fargo & Company

Financial Services
-227
- 2.52%
$66.78 - $81.42 $15.2K - $18.5K
8.77K $629K
Meridian Corporation
-23.5K
- 16.31%
N/A
120K $0
JNJ
Johnson & Johnson

Healthcare
-341
- 11.68%
$142.06 - $167.7 $48.4K - $57.2K
2.58K $427K
MCD
Mcdonalds Corp

Consumer Cyclical
-83
- 4.48%
$279.74 - $321.29 $23.2K - $26.7K
1.77K $552K
RTX
Raytheon Technologies Corp

Industrials
-169
- 7.58%
$114.1 - $135.66 $19.3K - $22.9K
2.06K $273K
PLD
Prologis, Inc.

Real Estate
-79
- 2.02%
$103.59 - $124.04 $8.18K - $9.8K
3.83K $428K
XOM
Exxon Mobil Corp

Energy
-546
- 7.52%
$105.44 - $118.93 $57.6K - $64.9K
6.72K $798K
V
Visa Inc.

Financial Services
-95
- 6.3%
$306.92 - $362.71 $29.2K - $34.5K
1.41K $494K
DUK
Duke Energy Corp

Utilities
-84
- 2.65%
$105.87 - $121.97 $8.89K - $10.2K
3.09K $376K
ABT
Abbott Laboratories

Healthcare
-175
- 5.13%
$111.1 - $140.22 $19.4K - $24.5K
3.24K $429K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.72K
- 0.38%
$24.1 - $24.34 $41.5K - $41.9K
447K $10.9M
ABBV
Abb Vie Inc.

Healthcare
-282
- 5.4%
$169.2 - $216.66 $47.7K - $61.1K
4.94K $1.03M
EFG
Msci Eafe Growth ETF

ETFs
-2.85K
- 1.36%
$96.1 - $106.37 $274K - $304K
207K $20.7M
EFV
Msci Eafe Value ETF

ETFs
-2.69K
- 1.59%
$51.88 - $60.73 $140K - $163K
167K $9.83M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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