Meridian Wealth Management, LLC New Holdings in Q3 2025

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
135K
New
$50.32 - $54.01 $6.77M - $7.27M
135K $7.27M
AMSC
American Superconductor Corp

Industrials
91.1K
New
$35.98 - $64.63 $3.28M - $5.89M
91.1K $5.36M
RIOT
Riot Blockchain, Inc.

Technology
157K
New
$11.03 - $19.78 $1.73M - $3.1M
157K $2.98M
IREN
Iris Energy LTD

Financial Services
63.8K
New
$15.1 - $47.14 $964K - $3.01M
63.8K $2.92M
SOFI
So Fi Technologies, Inc.

Financial Services
98.3K
New
$17.64 - $29.81 $1.73M - $2.93M
98.3K $2.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
16.6K
New
$128.6 - $136.01 $2.14M - $2.26M
16.6K $2.25M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
44.1K
New
$50.05 - $50.36 $2.21M - $2.22M
44.1K $2.21M
URA
Global X Uranium ETF

ETFs
43.6K
New
$36.45 - $50.4 $1.59M - $2.2M
43.6K $2.08M
JHPI
John Hancock ETF Preferred Inc

ETFs
55.4K
New
$22.54 - $23.42 $1.25M - $1.3M
55.4K $1.28M
RGTI
Rigetti Computing, Inc.

Technology
30.3K
New
$11.33 - $32.1 $343K - $973K
30.3K $902K
GLDM
World Gold Trust

ETFs
10.7K
New
$64.73 - $76.45 $694K - $820K
10.7K $820K
BE
Bloom Energy Corp

Industrials
6.54K
New
$22.13 - $86.27 $145K - $564K
6.54K $553K
STEW
Boulder Growth & Income Fund

Financial Services
25.9K
New
$17.4 - $18.57 $450K - $480K
25.9K $469K
SCCO
Southern Copper Corp

Basic Materials
3.24K
New
$90.54 - $121.36 $293K - $393K
3.24K $392K
EME
Emcor Group, Inc.

Industrials
564
New
$530.88 - $655.83 $299K - $370K
564 $366K
RDVY
First Trust Rising Dividend Ac

ETFs
5.36K
New
$62.38 - $67.29 $334K - $360K
5.36K $360K
SLB
Schlumberger Limited

Energy
10.1K
New
$32.37 - $37.31 $326K - $376K
10.1K $346K
CGXU
Capital Group Intl Focus Equit

ETFs
10.8K
New
$26.49 - $29.62 $287K - $321K
10.8K $321K
DSGX
Descartes Systems Group Inc

Technology
3.34K
New
$94.23 - $107.79 $314K - $360K
3.34K $314K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.65K
New
$100.4 - $119.58 $266K - $317K
2.65K $293K
GLW
Corning Inc

Technology
3.51K
New
$51.6 - $82.03 $181K - $288K
3.51K $288K
IDCC
Inter Digital, Inc.

Communication Services
828
New
$221.35 - $349.23 $183K - $289K
828 $285K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.49K
New
$50.82 - $51.09 $279K - $280K
5.49K $280K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.57K
New
$103.83 - $179.9 $163K - $282K
1.57K $280K
VFH
Vanguard Financial ETF

ETFs
2.13K
New
$125.23 - $132.78 $267K - $283K
2.13K $279K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
8.7K
New
$26.52 - $31.32 $231K - $272K
8.7K $269K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.65K
New
$53.81 - $57.52 $250K - $267K
4.65K $267K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.3K
New
$21.89 - $23.17 $246K - $261K
11.3K $259K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
4.96K
New
$49.0 - $51.91 $243K - $257K
4.96K $257K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.72K
New
$82.29 - $90.77 $223K - $246K
2.72K $245K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.22K
New
$48.04 - $60.86 $203K - $257K
4.22K $245K
UWM
Proshares Ultra Russell 2000

ETFs
5.11K
New
$37.12 - $47.74 $190K - $244K
5.11K $236K
COPX
Global X Copper Miners ETF

ETFs
3.88K
New
$42.75 - $59.81 $166K - $232K
3.88K $231K
EWW
Ishares Inc Msci Mexico ETF

ETFs
4.06K
New
N/A
4.06K $231K
TM
Toyota Motor Corp

Consumer Cyclical
1.21K
New
$167.86 - $202.79 $202K - $244K
1.21K $230K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.79K
New
$101.96 - $132.43 $182K - $237K
1.79K $229K
AWK
American Water Works Company, Inc.

Utilities
1.64K
New
$135.05 - $147.0 $222K - $242K
1.64K $228K
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.12K
New
$36.55 - $37.16 $224K - $227K
6.12K $227K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.82K
New
$22.45 - $23.2 $220K - $228K
9.82K $226K
NHC
National Healthcare Corp

Healthcare
1.82K
New
$94.48 - $126.41 $172K - $230K
1.82K $221K
TER
Teradyne, Inc

Technology
1.58K
New
$90.15 - $137.64 $143K - $218K
1.58K $217K
OHI
Omega Healthcare Investors Inc

Real Estate
5.15K
New
$36.29 - $43.34 $187K - $223K
5.15K $217K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.68K
New
$74.93 - $80.73 $201K - $217K
2.68K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
702
New
$252.18 - $305.41 $177K - $214K
702 $214K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
4.02K
New
$49.48 - $53.78 $199K - $216K
4.02K $210K
PSX
Phillips 66

Energy
1.55K
New
$118.37 - $139.46 $183K - $216K
1.55K $210K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.98K
New
$22.9 - $23.58 $206K - $212K
8.98K $210K
MP
Mp Materials Corp.

Basic Materials
3.06K
New
$30.03 - $77.13 $91.9K - $236K
3.06K $205K
MPLX
Mplx LP

Energy
4.11K
New
$49.42 - $52.71 $203K - $217K
4.11K $205K
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