Meridian Wealth Partners, LLC Purchases and Sells in Q3 2025

Meridian Wealth Partners, LLC

$721 Million
Q3 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	465K + 15.77%	$24.46 - $26.5 $11.4M - $12.3M	3.41M $89.9M
IVW	93.3K + 56.62%	$108.97 - $121.65 $10.2M - $11.3M	258K $31.2M
EFG	52K + 24.69%	$106.99 - $114.46 $5.57M - $5.96M	263K $29.9M
EFV	67.6K + 40.51%	$62.79 - $68.42 $4.25M - $4.63M	235K $15.9M
AGG	35.1K + 4.26%	$97.75 - $100.75 $3.43M - $3.54M	859K $86.1M
VLUE	6.97K + 3.98%	$111.55 - $125.05 $778K - $872K	182K $22.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	498 New	$546.99 - $602.2 $272K - $300K	498 $298K
UNH	817 New	$237.77 - $353.61 $194K - $289K	817 $282K
APP	374 New	$335.1 - $718.54 $125K - $269K	374 $268K
VYM	1.6K New	$132.9 - $142.03 $213K - $227K	1.6K $225K
GE	736 New	$244.75 - $305.63 $180K - $225K	736 $221K
MRK	2.6K New	$77.6 - $87.37 $202K - $227K	2.6K $217K

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	-713K - 39.07%	$42.42 - $45.96 $30.2M - $32.8M	1.11M $50.9M
PPG	-46K - 35.84%	$103.65 - $119.07 $4.77M - $5.48M	82.4K $8.66M
NVDA	-8.07K - 29.11%	$153.3 - $186.58 $1.24M - $1.51M	19.7K $3.67M
JPM	-2.45K - 45.19%	$282.78 - $316.06 $692K - $774K	2.97K $936K
WFC	-6.27K - 71.12%	$77.05 - $85.16 $483K - $534K	2.54K $213K
SCHD	-18.6K - 27.4%	$26.38 - $27.95 $491K - $521K	49.3K $1.35M

Activity Summary All Purchases 36 New Holdings 8 Increased Positions 28 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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