Meridian Wealth Management, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Management, LLC

Investment Activity

Meridian Wealth Management, LLC has $2.34 billion in total holdings as of June 30, 2025.
Meridian Wealth Management, LLC owns shares of 670 different stocks, but just 146 companies or ETFs make up 80% of its holdings.
Approximately 7.03% of the portfolio was purchased this quarter.
About 4.06% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Management, LLC has purchased 620 new stocks and bought additional shares in 307 stocks.
Meridian Wealth Management, LLC sold shares of 248 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

NVIDIA: $121,674,420
Invesco QQQ: $89,406,175
Apple: $80,401,703
Microsoft: $80,174,541
Exxon Mobil: $77,393,981

Largest New Holdings this Quarter

21873S108 - COREWEAVE INC: $11,743,255 Holding
573874104 - Marvell Technology: $7,715,519 Holding
37954Y574 - Global X Adaptive U.S. Factor ETF: $4,907,449 Holding
29452E101 - Equitable: $3,545,127 Holding
52468L505 - Franklin International Low Volatility High Dividend Index ETF: $3,455,022 Holding

Largest Purchases this Quarter

COREWEAVE INC: 72,018 shares (about $11.74M)
Broadcom: 35,628 shares (about $9.82M)
Tesla: 29,487 shares (about $9.37M)
Marvell Technology: 99,684 shares (about $7.72M)
PALANTIR TECHNOLOGIES INC: 54,510 shares (about $7.43M)

Largest Sales this Quarter

VanEck Semiconductor ETF: 62,096 shares (about $17.32M)
iShares Russell 2000 ETF: 45,219 shares (about $9.76M)
NVIDIA: 42,500 shares (about $6.71M)
DraftKings: 115,650 shares (about $4.96M)
Pacer US Cash Cows 100 ETF: 68,828 shares (about $3.79M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$121,674,420	$6,714,575 ▼	-5.2%	770,140	5.2%	Computer and Technology
QQQ Invesco QQQ	$89,406,175	$2,082,446 ▲	2.4%	162,073	3.8%	Finance
AAPL Apple	$80,401,703	$70,989 ▲	0.1%	391,878	3.4%	Computer and Technology
MSFT Microsoft	$80,174,541	$64,663 ▼	-0.1%	161,184	3.4%	Computer and Technology
XOM Exxon Mobil	$77,393,981	$126,342 ▲	0.2%	717,940	3.3%	Energy
AMZN Amazon.com	$71,116,252	$330,621 ▼	-0.5%	324,154	3.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$56,788,562	$1,851,700 ▼	-3.2%	91,913	2.4%	Finance
JPM JPMorgan Chase & Co.	$56,355,507	$169,887 ▲	0.3%	194,390	2.4%	Finance
BRK.B Berkshire Hathaway	$35,581,154	$111,241 ▼	-0.3%	73,247	1.5%	Finance
BND Vanguard Total Bond Market ETF	$34,010,504	$1,834,786 ▲	5.7%	461,911	1.5%	ETF
AVGO Broadcom	$30,887,809	$9,820,898 ▲	46.6%	112,054	1.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$29,168,549	$849,389 ▼	-2.8%	46,978	1.2%	ETF
GOOGL Alphabet	$27,009,058	$775,413 ▲	3.0%	153,260	1.2%	Computer and Technology
VUG Vanguard Growth ETF	$26,089,845	$689,433 ▲	2.7%	59,564	1.1%	ETF
META Meta Platforms	$25,561,516	$1,558,845 ▲	6.5%	34,632	1.1%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$24,943,110	$1,238,533 ▼	-4.7%	853,924	1.1%	ETF
HOOD Robinhood Markets	$21,683,865	$1,270,278 ▲	6.2%	231,591	0.9%	Finance
VTV Vanguard Value ETF	$21,342,102	$657,139 ▲	3.2%	120,783	0.9%	ETF
TSLA Tesla	$20,064,473	$9,366,894 ▲	87.6%	63,163	0.9%	Auto/Tires/Trucks
COST Costco Wholesale	$18,314,402	$433,582 ▲	2.4%	18,501	0.8%	Retail/Wholesale
ISRG Intuitive Surgical	$17,692,997	$76,078 ▲	0.4%	32,559	0.8%	Medical
GOOG Alphabet	$17,539,500	$361,877 ▲	2.1%	98,875	0.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$16,876,237	$740,714 ▲	4.6%	29,710	0.7%	ETF
CAT Caterpillar	$16,067,244	$937,916 ▲	6.2%	41,388	0.7%	Industrials
AER Aercap	$16,039,062	$3,573,531 ▲	28.7%	137,086	0.7%	Transportation
IBM International Business Machines	$15,219,082	$705,083 ▼	-4.4%	51,674	0.6%	Computer and Technology
WMT Walmart	$14,461,723	$1,201,817 ▼	-7.7%	147,792	0.6%	Retail/Wholesale
GLD SPDR Gold Shares	$14,392,399	$446,571 ▼	-3.0%	47,215	0.6%	Finance
ABBV AbbVie	$14,249,374	$195,459 ▼	-1.4%	76,766	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$14,214,378	$1,520,245 ▲	12.0%	46,769	0.6%	ETF
SHOP Shopify	$14,169,248	$79,938 ▼	-0.6%	122,837	0.6%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$13,154,025	$123,836 ▼	-0.9%	251,319	0.6%	ETF
VBR Vanguard Small-Cap Value ETF	$13,083,080	$1,749,637 ▲	15.4%	67,089	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$12,984,449	$474,515 ▲	3.8%	209,359	0.6%	ETF
HD Home Depot	$12,979,017	$330,342 ▲	2.6%	35,400	0.6%	Retail/Wholesale
AMD Advanced Micro Devices	$12,747,111	$394,764 ▼	-3.0%	89,832	0.5%	Computer and Technology
SCHF Schwab International Equity ETF	$12,339,131	$102,787 ▼	-0.8%	558,332	0.5%	ETF
DGRO iShares Core Dividend Growth ETF	$12,083,253	$101,153 ▲	0.8%	188,978	0.5%	ETF
COREWEAVE INC	$11,743,255	$11,743,255 ▲	New Holding	72,018	0.5%	COM CL A
BUFR FT Vest Laddered Buffer ETF	$11,671,936	$108,979 ▼	-0.9%	367,042	0.5%	ETF
SCHB Schwab US Broad Market ETF	$11,510,991	$790,370 ▼	-6.4%	483,046	0.5%	ETF
SYBT Stock Yards Bancorp	$11,416,875	$39,490 ▲	0.3%	144,554	0.5%	Finance
CVX Chevron	$11,218,122	$198,892 ▲	1.8%	78,344	0.5%	Energy
HEFA iShares Currency Hedged MSCI EAFE ETF	$10,670,676	$1,456,450 ▼	-12.0%	281,103	0.5%	ETF
GOVT iShares U.S. Treasury Bond ETF	$10,610,005	$623,838 ▲	6.2%	461,706	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$10,554,299	$7,430,800 ▲	237.9%	77,423	0.5%	CL A
ORCL Oracle	$10,398,583	$17,928 ▼	-0.2%	47,562	0.4%	Computer and Technology
REDDIT INC	$9,663,733	$743,063 ▼	-7.1%	64,181	0.4%	CL A
NFLX Netflix	$9,512,262	$220,966 ▲	2.4%	7,103	0.4%	Consumer Discretionary
DIA SPDR Dow Jones Industrial Average ETF Trust	$9,386,908	$243,684 ▼	-2.5%	21,302	0.4%	Finance
SCHJ Schwab 1-5 Year Corporate Bond ETF	$9,243,840	$233,313 ▲	2.6%	372,585	0.4%	ETF
SHV iShares Short Treasury Bond ETF	$9,208,697	$517,428 ▲	6.0%	83,397	0.4%	ETF
V Visa	$9,202,276	$112,197 ▲	1.2%	25,918	0.4%	Business Services
PG Procter & Gamble	$8,913,704	$765,857 ▼	-7.9%	55,948	0.4%	Consumer Staples
COWZ Pacer US Cash Cows 100 ETF	$8,752,030	$3,792,423 ▼	-30.2%	158,839	0.4%	ETF
RTX RTX	$8,620,058	$247,989 ▼	-2.8%	59,057	0.4%	Aerospace
IEFA iShares Core MSCI EAFE ETF	$8,396,796	$4,434,687 ▲	111.9%	100,585	0.4%	ETF
UNP Union Pacific	$8,377,587	$228,467 ▲	2.8%	36,412	0.4%	Transportation
CRWD CrowdStrike	$8,155,474	$1,330,810 ▲	19.5%	16,013	0.3%	Computer and Technology
NOW ServiceNow	$7,964,904	$2,490,125 ▲	45.5%	7,747	0.3%	Computer and Technology
KLAC KLA	$7,962,150	$218,558 ▼	-2.7%	8,889	0.3%	Computer and Technology
SOXX iShares Semiconductor ETF	$7,935,573	$61,585 ▼	-0.8%	33,245	0.3%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$7,885,175	$106,417 ▲	1.4%	149,454	0.3%	Manufacturing
LLY Eli Lilly and Company	$7,871,579	$253,344 ▲	3.3%	10,098	0.3%	Medical
MRVL Marvell Technology	$7,715,519	$7,715,519 ▲	New Holding	99,684	0.3%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$7,669,060	$386,201 ▲	5.3%	105,504	0.3%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$7,539,971	$358,807 ▲	5.0%	110,849	0.3%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$7,437,713	$845,249 ▲	12.8%	146,845	0.3%	ETF
PEP PepsiCo	$7,418,827	$118,176 ▲	1.6%	56,186	0.3%	Consumer Staples
MA Mastercard	$7,402,015	$373,697 ▲	5.3%	13,172	0.3%	Business Services
IGM iShares Expanded Tech Sector ETF	$7,214,475		0.0%	64,220	0.3%	ETF
DE Deere & Company	$7,175,318	$162,717 ▼	-2.2%	14,111	0.3%	Industrials
IQLT iShares MSCI Intl Quality Factor ETF	$7,161,402	$710,712 ▲	11.0%	165,696	0.3%	ETF
GDX VanEck Gold Miners ETF	$7,088,229	$1,696,583 ▼	-19.3%	136,155	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$6,865,660	$158,314 ▼	-2.3%	244,765	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,685,945	$19,814 ▲	0.3%	72,887	0.3%	ETF
PANW Palo Alto Networks	$6,668,900	$174,765 ▲	2.7%	32,588	0.3%	Computer and Technology
JNJ Johnson & Johnson	$6,656,886	$26,887 ▲	0.4%	43,575	0.3%	Medical
VIG Vanguard Dividend Appreciation ETF	$6,502,095	$335,246 ▼	-4.9%	31,769	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$6,484,328	$380,519 ▼	-5.5%	78,200	0.3%	ETF
CRM Salesforce	$6,473,471	$143,709 ▲	2.3%	23,739	0.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$6,404,129	$765,453 ▼	-10.7%	241,665	0.3%	ETF
UNH UnitedHealth Group	$6,296,685	$2,963,972 ▼	-32.0%	20,184	0.3%	Medical
SLV iShares Silver Trust	$6,296,206	$22,672 ▼	-0.4%	191,899	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$6,278,528	$749,589 ▼	-10.7%	248,163	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,233,878	$153,115 ▼	-2.4%	57,040	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$6,122,674	$366,233 ▲	6.4%	27,033	0.3%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$6,094,441	$161,757 ▼	-2.6%	63,937	0.3%	ETF
GE GE Aerospace	$6,016,059	$850,171 ▲	16.5%	23,373	0.3%	Aerospace
CIBR First Trust Nasdaq Cybersecurity ETF	$6,009,228	$770,918 ▲	14.7%	79,508	0.3%	Manufacturing
MAIN Main Street Capital	$5,915,178	$153,778 ▼	-2.5%	100,088	0.3%	Finance
VOT Vanguard Mid-Cap Growth ETF	$5,899,853	$521,678 ▼	-8.1%	20,764	0.3%	ETF
ARES Ares Management	$5,879,776	$61,486 ▲	1.1%	33,948	0.3%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$5,810,384	$241,838 ▲	4.3%	73,087	0.2%	ETF
PWB Invesco Large Cap Growth ETF	$5,801,478	$195,301 ▼	-3.3%	49,400	0.2%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$5,698,123	$413,296 ▲	7.8%	58,002	0.2%	ETF
MRK Merck & Co., Inc.	$5,642,067	$69,740 ▲	1.3%	71,274	0.2%	Medical
VRP Invesco Variable Rate Preferred ETF	$5,527,019	$364,696 ▼	-6.2%	226,054	0.2%	ETF
TRI Thomson Reuters	$5,278,858	$38,416 ▼	-0.7%	26,246	0.2%	Business Services
SO Southern	$5,258,591	$5,143 ▲	0.1%	57,264	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools