Meridian Wealth Partners, LLC Sells in Q2 2025

Meridian Wealth Partners, LLC

  • $685 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.57K
- 1.66%
$48.13 - $49.85 $75.4K - $78.1K
93.1K $4.56M
XOM
Exxon Mobil Corp

Energy
-478
- 7.12%
$99.93 - $119.04 $47.8K - $56.9K
6.24K $672K
TXN
Texas Instruments Inc

Technology
-312
- 4.6%
N/A
6.47K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
-267
- 10.42%
N/A
2.3K $418K
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.03%
$157.66 - $172.39 $158 - $172
3.66K $582K
LOW
Lowes Companies Inc

Consumer Cyclical
-77
- 4.07%
$210.83 - $235.28 $16.2K - $18.1K
1.82K $403K
PLD
Prologis, Inc.

Real Estate
-51
- 1.33%
$89.76 - $112.34 $4.58K - $5.73K
3.78K $397K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-605
- 2.03%
$22.68 - $23.28 $13.7K - $14.1K
29.1K $677K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 5.34%
$908.13 - $1056.85 $20K - $23.3K
390 $386K
VXF
Vanguard Extended Market ETF

ETFs
-318
- 10.87%
$150.43 - $192.71 $47.8K - $61.3K
2.61K $502K
STBA
S&T Bancorp Inc

Financial Services
-4
- 0.03%
$32.89 - $38.76 $132 - $155
14.3K $539K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-997
- 8.68%
$108.12 - $135.04 $108K - $135K
10.5K $1.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 4.57%
$496.48 - $617.85 $14.4K - $17.9K
606 $374K
VB
Vanguard Small Cap ETF

ETFs
-220
- 4.33%
$193.73 - $237.37 $42.6K - $52.2K
4.86K $1.15M
VUG
Vanguard Growth ETF

ETFs
-22
- 3.01%
$329.49 - $438.4 $7.25K - $9.64K
710 $311K
BAC
Bank Of America Corp

Financial Services
-90
- 1.14%
$34.39 - $47.46 $3.1K - $4.27K
7.83K $370K
TSLA
Tesla, Inc.

Consumer Cyclical
-268
- 11.85%
$221.86 - $362.89 $59.5K - $97.3K
1.99K $633K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.51K
- 4.03%
$54.19 - $67.22 $81.7K - $101K
36K $2.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-188
- 0.72%
$55.54 - $69.09 $10.4K - $13K
25.8K $1.78M
IVV
Ishares Core S&P 500 ETF

ETFs
-201
- 2.46%
$498.8 - $620.9 $100K - $125K
7.98K $4.95M
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 0.48%
$243.75 - $303.93 $16.3K - $20.4K
13.9K $4.21M
PPG
Ppg Industries Inc

Basic Materials
-672
- 0.52%
$91.66 - $115.04 $61.6K - $77.3K
128K $14.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-67
- 0.06%
$152.42 - $182.82 $10.2K - $12.2K
108K $19.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-169
- 0.1%
$82.96 - $110.1 $14K - $18.6K
165K $18.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-46.1K
- 1.68%
$29.12 - $35.84 $1.34M - $1.65M
2.7M $96.8M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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