Meridian Wealth Management, LLC Incresed Positions in Q3 2025

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200K
+ 465.35%
$110.74 - $122.12 $22.2M - $24.5M
244K $29.5M
AAPL
Apple Inc.

Technology
9.92K
+ 2.53%
$202.38 - $256.87 $2.01M - $2.55M
402K $102M
PLTR
Palantir Technologies Inc.

Technology
45.1K
+ 58.23%
$130.68 - $186.97 $5.89M - $8.43M
123K $22.3M
HOOD
Robinhood Markets, Inc.

Technology
587
+ 0.25%
$91.27 - $143.18 $53.6K - $84K
232K $33.2M
GOOGL
Alphabet Inc.

Communication Services
4.33K
+ 2.83%
$174.36 - $254.72 $755K - $1.1M
158K $38.3M
AVGO
Broadcom Inc.

Technology
13.5K
+ 12.04%
$264.74 - $369.57 $3.57M - $4.99M
126K $41.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.87K
+ 1.15%
$546.99 - $602.2 $1.02M - $1.13M
164K $98.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
24.5K
+ 90.76%
$224.68 - $282.71 $5.51M - $6.94M
51.6K $14.4M
GLD
Spdr Gold Trust

ETFs
16.5K
+ 34.91%
$300.96 - $355.47 $4.96M - $5.86M
63.7K $22.6M
AUSF
Global X Fds Adaptive U S Fact

ETFs
169K
+ 153.75%
$44.16 - $46.75 $7.45M - $7.89M
279K $13M
VUG
Vanguard Growth ETF

ETFs
9.55K
+ 16.03%
$433.97 - $484.08 $4.14M - $4.62M
69.1K $33.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 0.67%
$282.78 - $316.06 $370K - $413K
196K $61.7M
MSFT
Microsoft Corp

Technology
2.97K
+ 1.84%
$491.09 - $535.64 $1.46M - $1.59M
164K $85M
SPY
Spdr S&P 500 ETF Trust

ETFs
178
+ 0.19%
$617.65 - $666.84 $110K - $119K
92.1K $61.3M
SHOP
Shopify Inc.

Technology
838
+ 0.68%
$112.11 - $157.12 $93.9K - $132K
124K $18.4M
ORCL
Oracle Corp

Technology
3.15K
+ 6.62%
$218.96 - $328.33 $690K - $1.03M
50.7K $14.3M
JNJ
Johnson & Johnson

Healthcare
9.76K
+ 22.4%
$155.17 - $185.42 $1.51M - $1.81M
53.3K $9.89M
VTI
Vanguard Total Stock Market Et

ETFs
5.39K
+ 11.53%
$303.93 - $329.86 $1.64M - $1.78M
52.2K $17.1M
IEFA
Ishares Tr

ETFs
28.1K
+ 27.95%
$81.7 - $87.53 $2.3M - $2.46M
129K $11.2M
APP
App Lovin Corp

Technology
1.9K
+ 81.43%
$335.1 - $718.54 $638K - $1.37M
4.24K $3.05M
VTV
Vanguard Value ETF

ETFs
5.35K
+ 4.43%
$175.51 - $186.57 $939K - $998K
126K $23.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.9K
+ 5.17%
$72.57 - $74.72 $1.73M - $1.78M
486K $36.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
18.6K
+ 16.79%
$67.1 - $74.29 $1.25M - $1.38M
129K $9.52M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
18.4K
+ 177.04%
$67.16 - $93.48 $1.23M - $1.72M
28.7K $2.68M
AMZN
Amazon Com Inc

Consumer Cyclical
8.33K
+ 2.57%
$211.65 - $238.24 $1.76M - $1.98M
332K $73M
ASML
Asml Holding Nv

Technology
1.57K
+ 144.26%
$689.63 - $968.09 $1.08M - $1.52M
2.66K $2.58M
KLAC
Kla Corp

Technology
43
+ 0.48%
$843.9 - $1078.6 $36.3K - $46.4K
8.93K $9.63M
VBR
Vanguard Small Cap Value ETF

ETFs
3.57K
+ 5.31%
$195.41 - $212.37 $697K - $757K
70.7K $14.7M
MA
Mastercard Inc

Financial Services
2.74K
+ 20.79%
$550.18 - $598.96 $1.51M - $1.64M
15.9K $9.05M
HD
Home Depot, Inc.

Consumer Cyclical
675
+ 1.91%
$357.4 - $423.42 $241K - $286K
36.1K $14.6M
COF
Capital One Financial Corp

Financial Services
7.24K
+ 334.77%
$207.29 - $229.74 $1.5M - $1.66M
9.4K $2M
DHI
Horton D R Inc

Consumer Cyclical
1.6K
+ 5.18%
$129.82 - $184.04 $208K - $294K
32.5K $5.51M
WMT
Walmart Inc.

Consumer Defensive
6.08K
+ 4.11%
$94.4 - $104.27 $574K - $634K
154K $15.9M
GE
General Electric CO

Industrials
1.21K
+ 5.18%
$244.75 - $305.63 $296K - $370K
24.6K $7.4M
BAC
Bank Of America Corp

Financial Services
20.6K
+ 54.59%
$44.92 - $52.42 $925K - $1.08M
58.3K $3.01M
VEA
Vanguard Ftse Developed Market

ETFs
16.9K
+ 26.57%
$56.02 - $60.3 $944K - $1.02M
80.3K $4.81M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.65K
+ 46.87%
$275.84 - $326.36 $730K - $863K
8.29K $2.7M
CVX
Chevron Corp

Energy
469
+ 0.6%
$145.57 - $161.83 $68.3K - $75.9K
78.8K $12.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.16K
+ 4.89%
$72.65 - $78.68 $375K - $406K
111K $8.67M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.7K
+ 17.44%
$195.29 - $223.85 $528K - $605K
18.2K $4.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.54K
+ 0.53%
$23.82 - $25.84 $60.5K - $65.6K
486K $12.5M
BK
Bank Of New York Mellon Corp

Financial Services
7.93K
+ 168.82%
$90.65 - $109.75 $718K - $870K
12.6K $1.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.2K
+ 27.37%
$48.5 - $50.19 $836K - $865K
80.2K $4.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.13K
+ 1.25%
$52.12 - $55.33 $163K - $173K
254K $14.1M
VB
Vanguard Small Cap ETF

ETFs
2.19K
+ 11.11%
$237.58 - $259.17 $521K - $569K
21.9K $5.58M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.47K
+ 2.31%
$31.79 - $33.42 $269K - $283K
376K $12.5M
FE
Firstenergy Corp

Utilities
6.87K
+ 7.3%
$39.76 - $45.82 $273K - $315K
101K $4.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.95K
+ 15.66%
$87.29 - $93.61 $606K - $650K
51.3K $4.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4K
+ 0.72%
$21.69 - $23.34 $86.7K - $93.2K
562K $13.1M
Activity Summary
Buys All Purchases 398 New Holdings 64 Increased Positions 334 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email