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Meridian Wealth Management

Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, QQQ, AMZN, MSFT, and represent 18.54% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SMTH (+$22M), META (+$21M), GOOGL (+$17M), AMZN (+$12M), XFIV (+$9.2M), NVDA (+$7.9M), NFLX (+$7.4M), AMD (+$7.4M), AAPL (+$7.3M), CDX (+$7.1M).
Started 84 new stock positions in CFG, WPC, NKE, IAUM, GDRX, WBD, JXN, ACIO, SPYI, VLO.
Reduced shares in these 10 stocks: BND (-$16M), GOVT (-$9.2M), AMSC (-$5.4M), SPHY, RDDT, CIBR, SCHD, Unilever, HOOD, SCHJ.
Sold out of its positions in AKAM, AMSC, OWL, CZR, CHWY, CRCL, STZ, CTMX, EOG, FXO.
Meridian Wealth Management was a net buyer of stock by $194M.
Meridian Wealth Management has $2.9B in assets under management (AUM), dropping by 11.08%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 752 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Meridian Wealth Management has 752 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management Dec. 31, 2025 positions
Download the Meridian Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.2	$150M	+5%	802k	186.50	View chart
Apple (AAPL)	4.0	$117M	+6%	429k	271.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$100M		163k	614.31	View chart
Amazon (AMZN)	3.1	$89M	+15%	384k	230.82	View chart
Microsoft Corporation (MSFT)	2.9	$83M	+4%	171k	483.62	View chart
Exxon Mobil Corporation (XOM)	2.8	$81M		677k	120.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$74M		46k	1620.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$66M	+34%	211k	313.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$65M	+3%	95k	681.92	View chart
JPMorgan Chase & Co. (JPM)	2.2	$64M		197k	322.22	View chart
Broadcom (AVGO)	1.6	$46M	+5%	133k	346.10	View chart
Meta Platforms Cl A (META)	1.4	$41M	+99%	63k	660.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$36M	+3%	72k	502.65	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$32M	-3%	67k	487.86	View chart
Tesla Motors (TSLA)	1.1	$32M	+15%	72k	449.72	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$32M	-2%	101k	313.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$29M		247k	119.32	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$29M	+14%	73k	396.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$28M	+3%	854k	32.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$25M	+2%	130k	190.99	View chart
Palantir Technologies Cl A (PLTR)	0.8	$24M	+9%	134k	177.75	View chart
Robinhood Mkts Com Cl A (HOOD)	0.8	$24M	-10%	208k	113.10	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$22M	+10%	137k	160.97	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.7	$22M	NEW	832k	26.07	View chart
Caterpillar (CAT)	0.7	$21M	-4%	36k	572.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$20M	-43%	272k	74.07	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$20M	+27%	66k	303.89	View chart
Intuitive Surgical Com New (ISRG)	0.7	$19M	+2%	34k	566.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$19M	+3%	30k	627.14	View chart
Aercap Holdings Nv SHS (AER)	0.6	$19M	-5%	129k	143.76	View chart
Wal-Mart Stores (WMT)	0.6	$18M	+7%	165k	111.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$18M	+4%	55k	335.27	View chart
Boeing Company (BA)	0.6	$17M	+25%	12k	1418.00	View chart
Abbvie (ABBV)	0.6	$17M		75k	228.49	View chart
Costco Wholesale Corporation (COST)	0.5	$16M		18k	862.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$16M	+4%	74k	211.79	View chart
International Business Machines (IBM)	0.5	$16M		53k	296.24	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$15M	+69%	187k	80.22	View chart
Eli Lilly & Co. (LLY)	0.5	$15M	+24%	14k	1074.71	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$14M		253k	56.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$14M		212k	66.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$14M	+2%	577k	24.04	View chart
Advanced Micro Devices (AMD)	0.5	$13M	+122%	63k	214.16	View chart
Global X Fds Adaptive Us (AUSF)	0.5	$13M	+4%	290k	46.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$13M	+2%	384k	34.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$13M		189k	69.42	View chart
Home Depot (HD)	0.4	$13M		37k	344.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$12M	-3%	467k	26.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$12M	+5%	136k	89.46	View chart
Chevron Corporation (CVX)	0.4	$12M		78k	152.41	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$12M	+26%	164k	72.01	View chart
Oracle Corporation (ORCL)	0.4	$12M	+19%	61k	194.91	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$12M	-4%	182k	64.42	View chart
Kla Corp Com New (KLAC)	0.4	$12M	+7%	9.6k	1215.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$11M		133k	85.77	View chart
Johnson & Johnson (JNJ)	0.4	$11M		53k	206.95	View chart
Visa Com Cl A (V)	0.4	$11M	+10%	31k	350.71	View chart
Raytheon Technologies Corp (RTX)	0.4	$10M		56k	183.41	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$10M	+49%	95k	106.70	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.8M	+8%	17k	570.89	View chart
Stock Yards Ban (SYBT)	0.3	$9.7M		150k	64.95	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$9.5M		86k	110.15	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.3	$9.2M	NEW	187k	49.48	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$9.1M	-6%	30k	301.15	View chart
Reddit Cl A (RDDT)	0.3	$9.0M	-33%	39k	229.87	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$8.3M		64k	129.16	View chart
Procter & Gamble Company (PG)	0.3	$8.2M	+3%	57k	143.31	View chart
Netflix (NFLX)	0.3	$8.1M	+1036%	87k	93.76	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$8.1M	+76%	161k	50.46	View chart
Pepsi (PEP)	0.3	$8.1M		56k	143.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.0M	+12%	95k	83.75	View chart
Ge Aerospace Com New (GE)	0.3	$7.8M	+2%	25k	308.03	View chart
Merck & Co (MRK)	0.3	$7.7M		73k	105.26	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$7.6M		137k	55.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$7.6M	+18%	16k	468.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$7.4M	+14%	92k	79.73	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$7.3M	-25%	295k	24.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$7.2M		241k	30.07	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$7.2M	+4%	79k	91.38	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.2	$7.1M	NEW	319k	22.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.0M		32k	219.78	View chart
Union Pacific Corporation (UNP)	0.2	$6.8M	-21%	30k	231.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.7M		56k	120.21	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.7M	-17%	147k	45.45	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$6.6M		232k	28.48	View chart
Palo Alto Networks (PANW)	0.2	$6.5M	+7%	36k	184.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$6.3M	+24%	100k	62.48	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$6.2M	NEW	136k	45.69	View chart
Deere & Company (DE)	0.2	$6.2M	-17%	13k	465.56	View chart
Arista Networks Com Shs (ANET)	0.2	$6.2M	+19%	47k	131.03	View chart
salesforce (CRM)	0.2	$6.1M	-8%	23k	264.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$6.1M	-13%	13k	480.55	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.9M	-5%	47k	127.11	View chart
Main Street Capital Corporation (MAIN)	0.2	$5.9M		98k	60.39	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$5.8M	+4%	240k	24.33	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$5.8M		21k	279.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.8M	+22%	23k	252.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.6M	-28%	107k	52.88	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$5.5M	+31%	324k	17.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.5M	+2%	40k	136.94	View chart
Kinder Morgan (KMI)	0.2	$5.5M	+9%	199k	27.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.5M		22k	249.61	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$5.3M	+86%	4.9k	1069.80	View chart
UnitedHealth (UNH)	0.2	$5.3M	-6%	16k	330.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.2M	+6%	55k	96.03	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$5.2M		32k	161.63	View chart
Gilead Sciences (GILD)	0.2	$5.1M		42k	122.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$5.1M	+4%	172k	29.61	View chart
D.R. Horton (DHI)	0.2	$4.9M	+5%	34k	144.03	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$4.9M	+7%	393k	12.38	View chart
Northrop Grumman Corporation (NOC)	0.2	$4.8M	+5%	8.5k	570.24	View chart
Amgen (AMGN)	0.2	$4.7M		15k	327.30	View chart
Southern Company (SO)	0.2	$4.7M	+3%	54k	87.20	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.7M		123k	38.32	View chart
Emerson Electric (EMR)	0.2	$4.6M		35k	132.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.6M	+27%	32k	143.52	View chart
Ge Vernova (GEV)	0.2	$4.5M	+2%	6.9k	653.53	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$4.4M	+5%	29k	154.80	View chart
FirstEnergy (FE)	0.2	$4.4M	-3%	97k	44.77	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.4M		84k	51.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.3M	+4%	45k	96.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.3M	+44%	12k	360.13	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$4.3M	+5%	134k	32.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.3M	-3%	21k	199.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.3M	+5%	85k	50.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.2M	+8%	8.9k	473.36	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$4.2M	+3%	114k	36.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.2M	+17%	17k	246.16	View chart
Ares Capital Corporation (ARCC)	0.1	$4.2M	+7%	208k	20.23	View chart
Morgan Stanley Com New (MS)	0.1	$4.2M	-4%	24k	177.53	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.2M	-3%	46k	90.40	View chart
Lamar Advertising Cl A (LAMR)	0.1	$4.1M		33k	126.58	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.1M	+28%	12k	342.97	View chart
Ing Groep Sponsored Adr (ING)	0.1	$4.1M		148k	28.00	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$4.1M		89k	46.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.1M		152k	26.91	View chart
O'reilly Automotive (ORLY)	0.1	$4.1M		45k	91.21	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.1M		103k	39.59	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$4.1M		18k	224.67	View chart
Axsome Therapeutics (AXSM)	0.1	$4.0M		22k	182.64	View chart
Nextera Energy Unit 06/01/2027 (NEE.PS)	0.1	$3.9M	+6%	76k	51.77	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$3.9M	NEW	58k	66.22	View chart
Cloudflare Cl A Com (NET)	0.1	$3.9M	+188%	20k	197.15	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$3.8M		61k	62.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.8M		48k	78.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M		67k	54.71	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$3.7M		57k	64.39	View chart
S&p Global (SPGI)	0.1	$3.6M		7.0k	522.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$3.6M	+60%	81k	44.71	View chart
Iren Ordinary Shares (IREN)	0.1	$3.6M	+49%	95k	37.77	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.6M		80k	44.47	View chart
Fiserv (FI)	0.1	$3.6M	+2632%	53k	67.17	View chart
Bank of America Corporation (BAC)	0.1	$3.6M	+11%	65k	55.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.5M	-12%	41k	87.16	View chart
Sofi Technologies (SOFI)	0.1	$3.5M	+34%	132k	26.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.5M	-50%	126k	27.43	View chart
Thomson Reuters Corp. (TRI)	0.1	$3.4M		26k	131.89	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$3.4M	+2%	20k	166.70	View chart
Citigroup Com New (C)	0.1	$3.4M	+2%	29k	116.69	View chart
Digital Realty Trust (DLR)	0.1	$3.3M		22k	154.71	View chart
Roper Industries (ROP)	0.1	$3.3M	-4%	7.4k	445.15	View chart
Amphenol Corp Cl A (APH)	0.1	$3.3M	+773%	24k	135.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.3M		11k	290.21	View chart
Waters Corporation (WAT)	0.1	$3.3M		8.6k	379.83	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.3M		120k	27.21	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$3.2M	+166%	64k	49.76	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$3.2M	+14%	128k	24.76	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$3.2M	+150%	66k	48.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.2M		43k	73.56	View chart
Coca-Cola Company (KO)	0.1	$3.1M	+2%	45k	69.91	View chart
Equitable Holdings (EQH)	0.1	$3.1M	+2%	65k	47.65	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.0M		64k	47.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.9M	+13%	37k	80.63	View chart
Booking Holdings (BKNG)	0.1	$2.9M	+7%	545.00	5357.03	View chart
Public Service Enterprise (PEG)	0.1	$2.9M	+4%	36k	80.30	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.9M		48k	60.47	View chart
Paychex (PAYX)	0.1	$2.9M		26k	112.18	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+2%	12k	241.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.9M		4.8k	603.23	View chart
Applied Materials (AMAT)	0.1	$2.9M	+5%	11k	257.00	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$2.8M	-4%	28k	103.61	View chart
Bristol Myers Squibb (BMY)	0.1	$2.8M		52k	53.95	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.8M		42k	65.01	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.7M	+29%	16k	171.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.7M		63k	43.64	View chart
Qxo Com New (QXO)	0.1	$2.7M	+16%	139k	19.29	View chart
Marvell Technology (MRVL)	0.1	$2.7M	+11%	31k	84.98	View chart
Servicenow (NOW)	0.1	$2.6M	+287%	17k	153.19	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.6M	+41%	99k	26.52	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.6M	+97%	22k	119.41	View chart
TJX Companies (TJX)	0.1	$2.6M	+50%	17k	153.61	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.6M	-2%	20k	126.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M	+31%	27k	96.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.6M		13k	191.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.6M	+4%	48k	53.76	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$2.5M		46k	54.59	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.5M	+6%	62k	40.23	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.5M	-3%	25k	100.38	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.5M	+113%	17k	143.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.4M	-6%	25k	99.88	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.4M	+2%	45k	54.82	View chart
Philip Morris International (PM)	0.1	$2.4M		15k	160.40	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.4M	-15%	3.6k	673.73	View chart
Darden Restaurants (DRI)	0.1	$2.4M	NEW	13k	184.02	View chart
American Express Company (AXP)	0.1	$2.4M	+14%	6.4k	369.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.4M	+18%	12k	198.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.4M		3.1k	753.88	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.4M	+265%	46k	50.88	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$2.3M	NEW	54k	43.70	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	+5%	7.7k	305.64	View chart
Progressive Corporation (PGR)	0.1	$2.3M	+14%	10k	227.72	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.3M	-3%	17k	132.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.3M		16k	138.46	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$2.3M	+2%	45k	50.23	View chart
Verizon Communications (VZ)	0.1	$2.2M	+7%	55k	40.72	View chart
Goldman Sachs (GS)	0.1	$2.2M	+8%	2.5k	878.85	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.2M	-2%	14k	156.63	View chart
Cadence Design Systems (CDNS)	0.1	$2.1M	+5%	6.8k	312.59	View chart
Innodata Com New (INOD)	0.1	$2.1M	+237%	42k	50.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.1M	+24%	20k	106.70	View chart
Citizens Financial (CFG)	0.1	$2.1M	NEW	36k	58.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.1M		4.3k	483.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.1M		12k	177.43	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$2.0M		59k	34.65	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.0M	+15%	87k	23.40	View chart
Qualcomm (QCOM)	0.1	$2.0M	+12%	12k	171.22	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.0M	+152%	48k	42.69	View chart
Eaton Corp SHS (ETN)	0.1	$2.0M	+25%	6.4k	318.53	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$2.0M	+5%	91k	22.07	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.0M	-82%	86k	23.02	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.0M	+96%	34k	57.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.0M	+290%	22k	90.00	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.0M		7.0k	276.94	View chart
Micron Technology (MU)	0.1	$1.9M	+63%	6.8k	285.40	View chart
Cisco Systems (CSCO)	0.1	$1.9M	+11%	25k	77.03	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.9M		28k	68.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.9M		26k	72.68	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.9M	+10%	16k	117.21	View chart
Riot Blockchain (RIOT)	0.1	$1.9M	-5%	148k	12.67	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.1	$1.8M	NEW	33k	55.77	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.8M	+100%	26k	70.41	View chart
Pfizer (PFE)	0.1	$1.8M	-2%	74k	24.90	View chart
At&t (T)	0.1	$1.8M	+6%	74k	24.84	View chart
Walt Disney Company (DIS)	0.1	$1.8M		16k	113.77	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.8M		2.1k	878.96	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	-21%	14k	125.29	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$1.8M		19k	96.30	View chart
Waste Management (WM)	0.1	$1.8M		8.1k	219.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.8M		18k	96.88	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.8M	+23%	17k	107.11	View chart

Past Filings by Meridian Wealth Management

SEC 13F filings are viewable for Meridian Wealth Management going back to 2016

Meridian Wealth Management 2025 Q4 filed Feb. 4, 2026
Meridian Wealth Management 2025 Q3 filed Nov. 4, 2025
Meridian Wealth Management 2025 Q2 filed Aug. 8, 2025
Meridian Wealth Management 2025 Q1 filed May 12, 2025
Meridian Wealth Management 2024 Q4 filed Feb. 6, 2025
Meridian Wealth Management 2024 Q3 filed Nov. 12, 2024
Meridian Wealth Management 2024 Q2 filed Aug. 8, 2024
Meridian Wealth Management 2024 Q1 filed April 25, 2024
Meridian Wealth Management 2023 Q4 filed Feb. 8, 2024
Meridian Wealth Management 2023 Q3 filed Oct. 17, 2023
Meridian Wealth Management 2023 Q2 filed Aug. 2, 2023
Meridian Wealth Management 2023 Q1 filed May 15, 2023
Meridian Wealth Management 2022 Q4 filed Feb. 14, 2023
Meridian Wealth Management 2022 Q3 filed Nov. 14, 2022
Meridian Wealth Management 2022 Q2 filed Aug. 5, 2022
Meridian Wealth Management 2022 Q1 filed May 12, 2022

View all past filings

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