Meridian Wealth Management, LLC Portfolio Holdings by Sector
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ SPY BND VUG IVV SPMO SCHG VTV 300 stocks |
$1.04 Million
41.13% of portfolio
|
177
|
99
|
24
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD MRVL QCOM TXN MU 10 stocks |
$208,938
8.29% of portfolio
|
4
|
6
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD PLTR ORCL PANW CRWD ADBE NET 12 stocks |
$174,594
6.93% of portfolio
|
6
|
6
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONO 2 stocks |
$102,819
4.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL CVE 5 stocks |
$91,735
3.64% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META TWLO SPOT 5 stocks |
$87,908
3.49% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA MELI BABA CHWY 5 stocks |
$74,546
2.96% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM ING BAC C WFC CM 6 stocks |
$74,123
2.94% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY MRK GILD AMGN BMY SNY 11 stocks |
$59,362
2.36% of portfolio
|
6
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM NOW APP RIOT CDNS SAP SOUN 12 stocks |
$41,081
1.63% of portfolio
|
8
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B EQH BRK-A 3 stocks |
$38,820
1.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MAIN ARES KYN ARCC GSBD OWL BK ETV 25 stocks |
$33,285
1.32% of portfolio
|
10
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$33,220
1.32% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F NIO GM TM 5 stocks |
$29,927
1.19% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE AMSC EMR ROP ETN PH ITW OTIS 9 stocks |
$25,918
1.03% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SOFI COF AXP PYPL 6 stocks |
$25,743
1.02% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$25,517
1.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC LMT BA GD AXON LHX 7 stocks |
$20,533
0.81% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$17,553
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER URI 2 stocks |
$17,485
0.69% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO FE PEG DUK NEE D AEP NGG 8 stocks |
$17,247
0.68% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$17,117
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SYBT PNC TFC FITB RF MTB USB RBCAA 10 stocks |
$16,787
0.67% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INOD ACN FISV 4 stocks |
$16,271
0.65% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD 2 stocks |
$15,431
0.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT TER 4 stocks |
$14,590
0.58% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL HIMS CLX CHD EL 7 stocks |
$13,278
0.53% of portfolio
|
- |
7
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$11,007
0.44% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$10,974
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CNI CSX 4 stocks |
$10,435
0.41% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET LNG OKE ENB EPD WMB MPLX 8 stocks |
$9,374
0.37% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS IREN GS SCHW 4 stocks |
$9,195
0.36% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS HUM 4 stocks |
$8,201
0.33% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL EEM 2 stocks |
$7,771
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR DLR 2 stocks |
$7,697
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY CASY AZO TSCO 4 stocks |
$6,805
0.27% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT ZBH SYK BSX PODD EW 7 stocks |
$6,372
0.25% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG DPZ TXRH 6 stocks |
$6,237
0.25% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$5,835
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE CME MCO MSCI 5 stocks |
$5,493
0.22% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AXSM IMMP NVO NUVB DMAC VRTX LQDA CTMX 8 stocks |
$5,424
0.22% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA IDCC 4 stocks |
$4,974
0.2% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT MTD TMO DGX IQV 5 stocks |
$4,658
0.18% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$4,070
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL TRV 4 stocks |
$3,914
0.16% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$3,575
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX EOSE BE VRT 4 stocks |
$3,516
0.14% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3,502
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST POOL GWW 3 stocks |
$3,248
0.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL PPG HWKN SHW WDFC 5 stocks |
$2,960
0.12% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$2,760
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM IEP 3 stocks |
$2,482
0.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$2,460
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG CLH 3 stocks |
$2,303
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$2,274
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR CSL JCI 4 stocks |
$2,106
0.08% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2,051
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM NEM CDE SBSW TRX 5 stocks |
$1,711
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL 2 stocks |
$1,698
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$1,624
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DVA EHC NHC 3 stocks |
$1,455
0.06% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,366
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$1,336
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VVV PSX 3 stocks |
$1,275
0.05% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY CTRA EOG 4 stocks |
$1,213
0.05% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,180
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$1,085
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI 1 stocks |
$902
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC LW SJM 3 stocks |
$889
0.04% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$854
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME STRL BLNK 3 stocks |
$799
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG BALL 2 stocks |
$717
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$672
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
CHDN DKNG 2 stocks |
$652
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$649
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL 2 stocks |
$633
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$633
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O SPG 2 stocks |
$608
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$521
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$510
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$504
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
CZR WYNN 2 stocks |
$482
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$468
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$441
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$424
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$406
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$392
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$290
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$274
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$233
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$228
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$217
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$208
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$205
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$204
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$202
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|