Meridian Wealth Management, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Management, LLCInvestment ActivityMeridian Wealth Management, LLC has $2.07 billion in total holdings as of March 31, 2025.Meridian Wealth Management, LLC owns shares of 620 different stocks, but just 140 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Meridian Wealth Management, LLC has purchased 625 new stocks and bought additional shares in 291 stocks.Meridian Wealth Management, LLC sold shares of 250 stocks and completely divested from 39 stocks this quarter.Largest Holdings NVIDIA $88,073,964Apple $86,970,977Exxon Mobil $85,245,249Invesco QQQ $74,229,151Amazon.com $61,960,302 Largest New Holdings this Quarter 09581B103 - Blue Owl Capital $2,456,804 Holding46137V100 - Invesco Aerospace & Defense ETF $1,685,979 Holding829073105 - Simpson Manufacturing $1,084,009 Holding14020Y201 - Capital Group Municipal Income ETF $577,166 Holding97717W422 - WisdomTree India Earnings Fund $561,018 Holding Largest Purchases this Quarter Apple 33,230 shares (about $7.38M)Vanguard Total Bond Market ETF 78,146 shares (about $5.74M)Union Pacific 16,413 shares (about $3.88M)Intuitive Surgical 4,991 shares (about $2.47M)Blue Owl Capital 122,595 shares (about $2.46M) Largest Sales this Quarter Microsoft 12,449 shares (about $4.67M)Schwab US Small-Cap ETF 106,167 shares (about $2.49M)iShares 1-3 Year Treasury Bond ETF 29,438 shares (about $2.44M)Invesco High Yield Equity Dividend Achievers ETF 101,877 shares (about $2.19M)iShares Core S&P 500 ETF 3,266 shares (about $1.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$88,073,964$542,876 ▲0.6%812,6404.3%Computer and TechnologyAAPLApple$86,970,977$7,381,378 ▲9.3%391,5324.2%Computer and TechnologyXOMExxon Mobil$85,245,249$287,573 ▼-0.3%716,7684.1%EnergyQQQInvesco QQQ$74,229,151$208,670 ▼-0.3%158,2983.6%FinanceAMZNAmazon.com$61,960,302$912,297 ▲1.5%325,6613.0%Retail/WholesaleMSFTMicrosoft$60,555,677$4,673,231 ▼-7.2%161,3142.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$53,091,528$801,044 ▲1.5%94,9102.6%FinanceJPMJPMorgan Chase & Co.$47,540,159$25,021 ▼-0.1%193,8042.3%FinanceBRK.BBerkshire Hathaway$39,131,803$508,613 ▲1.3%73,4761.9%FinanceBNDVanguard Total Bond Market ETF$32,097,094$5,739,829 ▲21.8%436,9921.6%ETFIVViShares Core S&P 500 ETF$27,165,698$1,835,171 ▼-6.3%48,3461.3%ETFGOOGLAlphabet$23,019,730$505,519 ▲2.2%148,8601.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$22,443,968$1,773,232 ▼-7.3%896,3251.1%ETFVUGVanguard Growth ETF$21,491,351$721,567 ▲3.5%57,9901.0%ETFVTVVanguard Value ETF$20,217,026$775,944 ▲4.0%117,0641.0%ETFMETAMeta Platforms$18,743,087$895,657 ▲5.0%32,5200.9%Computer and TechnologyCOSTCostco Wholesale$17,084,062$665,846 ▼-3.8%18,0630.8%Retail/WholesaleABBVAbbVie$16,304,707$1,158,651 ▲7.6%77,8190.8%MedicalISRGIntuitive Surgical$16,056,259$2,471,908 ▲18.2%32,4190.8%MedicalUNHUnitedHealth Group$15,547,500$65,469 ▼-0.4%29,6850.8%MedicalGOOGAlphabet$15,128,524$526,339 ▲3.6%96,8350.7%Computer and TechnologyVOOVanguard S&P 500 ETF$14,598,363$414,218 ▼-2.8%28,4060.7%ETFSMHVanEck Semiconductor ETF$14,324,694$263,702 ▼-1.8%67,7390.7%ManufacturingWMTWalmart$14,065,173$777,181 ▲5.8%160,0740.7%Retail/WholesaleGLDSPDR Gold Shares$14,026,697$603,943 ▲4.5%48,6800.7%FinanceIBMInternational Business Machines$13,435,402$215,939 ▼-1.6%54,0680.7%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$12,955,697$72,979 ▲0.6%253,6850.6%ETFCVXChevron$12,873,753$737,746 ▲6.1%76,9550.6%EnergyCATCaterpillar$12,853,029$519,108 ▲4.2%38,9720.6%IndustrialsAVGOBroadcom$12,795,956$638,408 ▲5.3%76,4260.6%Computer and TechnologyHDHome Depot$12,643,600$179,214 ▲1.4%34,4990.6%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$12,467,046$744,955 ▲6.4%227,6670.6%ETFIWMiShares Russell 2000 ETF$11,870,137$249,165 ▼-2.1%59,5020.6%FinanceSHOPShopify$11,794,644$269,349 ▼-2.2%123,5300.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$11,769,662$127,028 ▼-1.1%201,7080.6%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$11,593,606$69,205 ▲0.6%319,4710.6%ETFDGROiShares Core Dividend Growth ETF$11,577,299$96,500 ▲0.8%187,3960.6%ETFVTIVanguard Total Stock Market ETF$11,479,130$2,003,289 ▲21.1%41,7670.6%ETFSCHFSchwab International Equity ETF$11,135,803$522,192 ▼-4.5%562,9830.5%ETFSCHBSchwab US Broad Market ETF$11,114,064$13,069 ▼-0.1%516,2130.5%ETFBUFRFT Vest Laddered Buffer ETF$10,999,225$486,144 ▲4.6%370,4690.5%ETFAERAerCap$10,885,498$1,056,336 ▲10.7%106,5430.5%TransportationVBRVanguard Small-Cap Value ETF$10,826,644$705,482 ▲7.0%58,1170.5%ETFPGProcter & Gamble$10,353,911$333,854 ▲3.3%60,7550.5%Consumer StaplesGOVTiShares U.S. Treasury Bond ETF$9,988,327$1,223,352 ▲14.0%434,5590.5%ETFSYBTStock Yards Bancorp$9,948,369$58,287 ▲0.6%144,0540.5%FinanceAMDAdvanced Micro Devices$9,515,126$109,931 ▼-1.1%92,6140.5%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$9,176,650$28,972 ▼-0.3%21,8550.4%FinanceHOODRobinhood Markets$9,074,159$2,184,800 ▲31.7%218,0240.4%FinanceVVisa$8,972,427$1,310,363 ▲17.1%25,6020.4%Business ServicesSCHJSchwab 1-5 Year Corporate Bond ETF$8,948,775$1,159,213 ▲14.9%363,1810.4%ETFTSLATesla$8,727,566$23,065 ▼-0.3%33,6760.4%Auto/Tires/TrucksSHViShares Short Treasury Bond ETF$8,694,417$488,123 ▼-5.3%78,7110.4%ETFUNPUnion Pacific$8,367,288$3,877,362 ▲86.4%35,4190.4%TransportationPEPPepsiCo$8,290,339$191,024 ▲2.4%55,2910.4%Consumer StaplesLLYEli Lilly and Company$8,071,894$260,996 ▲3.3%9,7730.4%MedicalRTXRTX$8,045,911$269,362 ▲3.5%60,7560.4%AerospaceGDXVanEck Gold Miners ETF$7,757,162$10,159 ▲0.1%168,7440.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,721,298$421,527 ▲5.8%147,4370.4%ManufacturingSCHDSchwab US Dividend Equity ETF$7,564,585$307,337 ▲4.2%270,5500.4%ETFREDDIT INC$7,250,268$207,597 ▲2.9%69,1160.4%CL AJNJJohnson & Johnson$7,196,680$109,113 ▲1.5%43,3990.3%MedicalMAMastercard$6,855,231$38,916 ▲0.6%12,5070.3%Business ServicesDEDeere & Company$6,773,047$76,502 ▼-1.1%14,4310.3%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$6,768,793$113,401 ▲1.7%82,7890.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,666,130$100,078 ▲1.5%72,6710.3%ETFORCLOracle$6,661,167$862,076 ▲14.9%47,6440.3%Computer and TechnologyXSMOInvesco S&P SmallCap Momentum ETF$6,624,791$41,603 ▼-0.6%105,5740.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$6,593,730$954,634 ▼-12.6%130,1570.3%ETFSPLGSPDR Portfolio S&P 500 ETF$6,588,537$1,705,611 ▲34.9%100,1910.3%ETFSCHMSchwab U.S. Mid-Cap ETF$6,560,715$94,346 ▼-1.4%250,4090.3%ETFSCHASchwab US Small-Cap ETF$6,508,639$2,487,491 ▼-27.7%277,7910.3%ETFVIGVanguard Dividend Appreciation ETF$6,480,561$282,835 ▼-4.2%33,4070.3%ETFNFLXNetflix$6,470,187$99,785 ▲1.6%6,9380.3%Consumer DiscretionaryMRKMerck & Co., Inc.$6,318,470$714,220 ▼-10.2%70,3930.3%MedicalSOXXiShares Semiconductor ETF$6,304,270$22,580 ▲0.4%33,5030.3%ETFCRMSalesforce$6,229,259$515,795 ▼-7.6%23,2120.3%Computer and TechnologyKLACKLA$6,208,936$55,067 ▼-0.9%9,1330.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$6,111,168$472,238 ▼-7.2%58,4410.3%ETFSLViShares Silver Trust$5,968,364$40,814 ▲0.7%192,5900.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$5,923,801$595,111 ▲11.2%149,2520.3%ETFVRPInvesco Variable Rate Preferred ETF$5,841,106$302,321 ▲5.5%240,9700.3%ETFIGMiShares Expanded Tech Sector ETF$5,822,827$116,239 ▲2.0%64,2200.3%ETFMAINMain Street Capital$5,808,120$373,012 ▼-6.0%102,6900.3%FinanceIOOiShares Global 100 ETF$5,632,080$562,621 ▲11.1%58,4910.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,529,387$57,706 ▼-1.0%70,0450.3%ETFVOTVanguard Mid-Cap Growth ETF$5,526,407$161,880 ▲3.0%22,6000.3%ETFPANWPalo Alto Networks$5,415,166$201,699 ▲3.9%31,7340.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$5,274,994$40,748 ▲0.8%65,6340.3%ETFSOSouthern$5,260,245$455,058 ▲9.5%57,2080.3%UtilitiesKMIKinder Morgan$5,074,057$670,597 ▼-11.7%177,8500.2%EnergyARESAres Management$4,925,079$147,930 ▼-2.9%33,5930.2%FinanceXMHQInvesco S&P MidCap Quality ETF$4,923,885$10,709 ▲0.2%53,7950.2%ETFPWBInvesco Large Cap Growth ETF$4,904,045$42,161 ▼-0.9%51,0630.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,790,705$710,212 ▲17.4%204,5560.2%ETFCRWDCrowdStrike$4,724,498$48,303 ▲1.0%13,4000.2%Computer and TechnologyGILDGilead Sciences$4,664,198$207,181 ▼-4.3%41,6260.2%MedicalAMGNAmgen$4,582,584$255,471 ▼-5.3%14,7090.2%MedicalTRIThomson Reuters$4,567,785$3,628 ▼-0.1%26,4370.2%Business ServicesXLEEnergy Select Sector SPDR Fund$4,520,081$199,580 ▼-4.2%48,3760.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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