Meridian Wealth Management, LLC Sells in Q3 2025

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-261K
- 92.83%
$37.2 - $39.61 $9.71M - $10.3M
20.2K $798K
AMD
Advanced Micro Devices Inc

Technology
-61.7K
- 68.65%
$134.8 - $184.42 $8.31M - $11.4M
28.2K $4.56M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-132K
- 83.36%
$55.15 - $58.11 $7.3M - $7.69M
26.4K $1.52M
MRVL
Marvell Technology, Inc.

Technology
-71.8K
- 71.99%
$62.31 - $84.07 $4.47M - $6.03M
27.9K $2.35M
NOW
Service Now, Inc.

Technology
-3.31K
- 42.73%
$850.86 - $1044.69 $2.82M - $3.46M
4.44K $4.08M
EOG
Eog Resources Inc

Energy
-30.4K
- 94.34%
$112.12 - $126.1 $3.41M - $3.83M
1.82K $204K
TFLO
Ishares Treasury Floating Rate

ETFs
-55.6K
- 37.83%
$50.45 - $50.65 $2.8M - $2.81M
91.3K $4.62M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.78K
- 31.83%
$435.72 - $463.74 $2.95M - $3.14M
14.5K $6.73M
META
Meta Platforms, Inc.

Communication Services
-3.16K
- 9.14%
$695.21 - $791.73 $2.2M - $2.51M
31.5K $23.1M
IOO
Ishares Tr Global 100 ETF

ETFs
-17.6K
- 45.75%
$107.55 - $120.01 $1.9M - $2.12M
20.9K $2.51M
COST
Costco Wholesale Corp

Consumer Defensive
-233
- 1.26%
$915.95 - $994.57 $213K - $232K
18.3K $16.9M
VRT
Vertiv Holdings CO

Industrials
-15.3K
- 84.34%
N/A
2.84K $246K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-14.4K
- 18.12%
$70.85 - $76.96 $1.02M - $1.11M
65.1K $4.95M
FTNT
Fortinet, Inc.

Technology
-7.84K
- 58.89%
$74.39 - $107.65 $583K - $844K
5.47K $460K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.05K
- 41.03%
$117.65 - $120.08 $712K - $727K
8.7K $1.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.88K
- 5.3%
$459.11 - $506.91 $1.78M - $1.97M
69.4K $34.9M
CAH
Cardinal Health Inc

Healthcare
-3.57K
- 42.79%
$146.04 - $167.63 $522K - $599K
4.78K $749K
ARES
Ares Management Corp

Financial Services
-1.25K
- 3.69%
$159.89 - $192.76 $200K - $241K
32.7K $5.23M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.56K
- 26.82%
$121.46 - $130.92 $797K - $859K
17.9K $2.33M
WAT
Waters Corp

Healthcare
-301
- 3.33%
$277.72 - $357.04 $83.6K - $107K
8.74K $2.62M
ADBE
Adobe Inc.

Technology
-365
- 3.91%
$333.65 - $392.1 $122K - $143K
8.98K $3.17M
PG
Procter & Gamble CO

Consumer Defensive
-706
- 1.26%
$150.47 - $161.22 $106K - $114K
55.2K $8.49M
SBUX
Starbucks Corp

Consumer Cyclical
-3.34K
- 17.82%
$81.9 - $96.86 $273K - $323K
15.4K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
-3.07K
- 15.2%
$237.77 - $353.61 $729K - $1.08M
17.1K $5.91M
EQH
Equitable Holdings, Inc.

Financial Services
-302
- 0.48%
$50.09 - $55.88 $15.1K - $16.9K
62.9K $3.19M
FISV
Fiserv Inc

Technology
-2.78K
- 58.86%
N/A
1.95K $243K
PM
Philip Morris International Inc.

Consumer Defensive
-238
- 1.55%
$157.77 - $183.27 $37.5K - $43.6K
15.1K $2.45M
AKAM
Akamai Technologies Inc

Technology
-3.63K
- 57.11%
N/A
2.73K $247K
DIS
Walt Disney CO

Communication Services
-1.41K
- 8.22%
$112.25 - $124.0 $158K - $175K
15.8K $1.8M
NVO
Novo Nordisk A S

Healthcare
-2.06K
- 14.0%
$45.38 - $71.7 $93.6K - $148K
12.7K $703K
OWL
Blue Owl Capital Inc.

Financial Services
-794
- 0.61%
$16.93 - $20.8 $13.4K - $16.5K
130K $2.19M
ACN
Accenture PLC

Technology
-726
- 28.86%
$232.56 - $304.78 $169K - $221K
1.79K $441K
QCOM
Qualcomm Inc

Technology
-2.26K
- 17.57%
$145.84 - $173.55 $330K - $393K
10.6K $1.77M
SO
Southern CO

Utilities
-4.67K
- 8.15%
$90.83 - $96.0 $424K - $448K
52.6K $4.98M
CI
Cigna Corp

Healthcare
-428
- 12.33%
$262.23 - $334.39 $112K - $143K
3.04K $877K
ET
Energy Transfer LP

Energy
-8.88K
- 7.61%
$17.11 - $18.16 $152K - $161K
108K $1.85M
LMT
Lockheed Martin Corp

Industrials
-905
- 17.03%
$410.74 - $499.21 $372K - $452K
4.41K $2.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-835
- 24.27%
$301.44 - $365.84 $252K - $305K
2.61K $843K
FSK
Fs Kkr Capital Corp

Financial Services
-5.54K
- 21.63%
$14.93 - $22.48 $82.7K - $124K
20.1K $299K
PHM
Pultegroup Inc

Consumer Cyclical
-2.78K
- 52.56%
$108.0 - $141.42 $300K - $392K
2.51K $330K
DVA
Davita Inc.

Healthcare
-1.1K
- 16.94%
$127.69 - $151.32 $140K - $166K
5.38K $714K
AOA
Ishares Tr Core Aggressive All

ETFs
-2.9K
- 27.21%
$82.71 - $88.14 $240K - $255K
7.75K $683K
MSI
Motorola Solutions, Inc.

Technology
-551
- 33.09%
$408.73 - $490.3 $225K - $270K
1.11K $509K
UL
Unilever PLC

Consumer Defensive
-1.32K
- 2.58%
$58.43 - $65.01 $76.9K - $85.6K
49.6K $2.94M
KR
Kroger CO

Consumer Defensive
-1.14K
- 5.34%
$64.52 - $74.35 $73.7K - $85K
20.3K $1.37M
WFC
Wells Fargo & Company

Financial Services
-3K
- 12.52%
$77.05 - $85.16 $231K - $255K
21K $1.76M
AXON
Axon Enterprise, Inc.

Industrials
-105
- 13.71%
$698.02 - $870.97 $73.3K - $91.5K
661 $474K
HON
Honeywell International Inc

Industrials
-135
- 2.34%
$207.7 - $240.4 $28K - $32.5K
5.62K $1.18M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-6.12K
- 19.36%
$24.45 - $24.58 $150K - $150K
25.5K $625K
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
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