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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, XOM, QQQ, AMZN, and represent 19.19% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$7.4M), BND (+$5.7M), UNP, ISRG, OWL, HOOD, VTI, SPLG, PPA, OEF.
Started 34 new stock positions in URI, BK, BSMU, XTRE, IYH, ETHU, SCHO, XTWO, SNPS, XLC.
Reduced shares in these 10 stocks: MSFT, GIS, SCHA, SHY, PEY, IVV, SCHG, , MOAT, FRT.
Sold out of its positions in ALB, CLH, CNTM, DEUS, DD, FRT, FDX, FTSL, FBIO, GIS.
Meridian Wealth Management was a net buyer of stock by $35M.
Meridian Wealth Management has $2.1B in assets under management (AUM), dropping by -2.28%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 620 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Meridian Wealth Management has 620 total positions. Only the first 250 positions are shown.

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Download the Meridian Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.3	$88M		813k	108.38	View chart
Apple (AAPL)	4.2	$87M	+9%	392k	222.13	View chart
Exxon Mobil Corporation (XOM)	4.1	$85M		717k	118.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$74M		158k	468.92	View chart
Amazon (AMZN)	3.0	$62M		326k	190.26	View chart
Microsoft Corporation (MSFT)	2.9	$61M	-7%	161k	375.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$53M		95k	559.39	View chart
JPMorgan Chase & Co. (JPM)	2.3	$48M		194k	245.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$39M		74k	532.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$32M	+21%	437k	73.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$27M	-6%	48k	561.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$23M	+2%	149k	154.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$22M	-7%	896k	25.04	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$22M	+3%	58k	370.60	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$20M	+3%	117k	172.70	View chart
Meta Platforms Cl A (META)	0.9	$19M	+5%	33k	576.36	View chart
Costco Wholesale Corporation (COST)	0.8	$17M	-3%	18k	945.80	View chart
Abbvie (ABBV)	0.8	$16M	+7%	78k	209.52	View chart
Intuitive Surgical Com New (ISRG)	0.8	$16M	+18%	32k	495.27	View chart
UnitedHealth (UNH)	0.8	$16M		30k	523.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$15M	+3%	97k	156.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$15M	-2%	28k	513.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$14M		68k	211.47	View chart
Wal-Mart Stores (WMT)	0.7	$14M	+5%	160k	87.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$14M	+4%	49k	288.14	View chart
International Business Machines (IBM)	0.7	$13M		54k	248.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$13M		254k	51.07	View chart
Chevron Corporation (CVX)	0.6	$13M	+6%	77k	167.29	View chart
Caterpillar (CAT)	0.6	$13M	+4%	39k	329.80	View chart
Broadcom (AVGO)	0.6	$13M	+5%	76k	167.43	View chart
Home Depot (HD)	0.6	$13M		35k	366.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$13M	+6%	228k	54.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$12M	-2%	60k	199.49	View chart
Shopify Cl A (SHOP)	0.6	$12M	-2%	124k	95.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$12M		202k	58.35	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.6	$12M		320k	36.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$12M		187k	61.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$12M	+21%	42k	274.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$11M	-4%	563k	19.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$11M		516k	21.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$11M	+4%	371k	29.69	View chart
Aercap Holdings Nv SHS (AER)	0.5	$11M	+10%	107k	102.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$11M	+6%	58k	186.29	View chart
Procter & Gamble Company (PG)	0.5	$10M	+3%	61k	170.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$10M	+13%	435k	22.98	View chart
Stock Yards Ban (SYBT)	0.5	$9.9M		144k	69.06	View chart
Advanced Micro Devices (AMD)	0.5	$9.5M		93k	102.74	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$9.2M		22k	419.89	View chart
Robinhood Mkts Com Cl A (HOOD)	0.4	$9.1M	+31%	218k	41.62	View chart
Visa Com Cl A (V)	0.4	$9.0M	+17%	26k	350.46	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.4	$8.9M	+14%	363k	24.64	View chart
Tesla Motors (TSLA)	0.4	$8.7M		34k	259.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$8.7M	-5%	79k	110.46	View chart
Union Pacific Corporation (UNP)	0.4	$8.4M	+86%	35k	236.24	View chart
Pepsi (PEP)	0.4	$8.3M	+2%	55k	149.94	View chart
Eli Lilly & Co. (LLY)	0.4	$8.1M	+3%	9.8k	825.94	View chart
Raytheon Technologies Corp (RTX)	0.4	$8.0M	+3%	61k	132.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$7.8M		169k	45.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$7.7M	+5%	147k	52.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$7.6M	+4%	271k	27.96	View chart
Reddit Cl A (RDDT)	0.4	$7.3M	+2%	69k	104.90	View chart
Johnson & Johnson (JNJ)	0.3	$7.2M		43k	165.83	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.9M		13k	548.11	View chart
Deere & Company (DE)	0.3	$6.8M		14k	469.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$6.8M		83k	81.76	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$6.7M		73k	91.73	View chart
Oracle Corporation (ORCL)	0.3	$6.7M	+14%	48k	139.81	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$6.6M		106k	62.75	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$6.6M	-12%	130k	50.66	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$6.6M	+34%	100k	65.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$6.6M		250k	26.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$6.5M	-27%	278k	23.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.5M	-4%	33k	193.99	View chart
Netflix (NFLX)	0.3	$6.5M		6.9k	932.57	View chart
Merck & Co (MRK)	0.3	$6.3M	-10%	70k	89.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$6.3M		34k	188.17	View chart
salesforce (CRM)	0.3	$6.2M	-7%	23k	268.36	View chart
Kla Corp Com New (KLAC)	0.3	$6.2M		9.1k	679.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.1M	-7%	58k	104.57	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$6.0M		193k	30.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$5.9M	+11%	149k	39.69	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.3	$5.8M	+5%	241k	24.24	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$5.8M	+2%	64k	90.67	View chart
Main Street Capital Corporation (MAIN)	0.3	$5.8M	-6%	103k	56.56	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$5.6M	+11%	59k	96.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$5.5M		70k	78.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$5.5M	+3%	23k	244.53	View chart
Palo Alto Networks (PANW)	0.3	$5.4M	+3%	32k	170.64	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.3M		66k	80.37	View chart
Southern Company (SO)	0.3	$5.3M	+9%	57k	91.95	View chart
Kinder Morgan (KMI)	0.2	$5.1M	-11%	178k	28.53	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$4.9M	-2%	34k	146.61	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$4.9M		54k	91.53	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$4.9M		51k	96.04	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$4.8M	+17%	205k	23.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$4.7M		13k	352.57	View chart
Gilead Sciences (GILD)	0.2	$4.7M	-4%	42k	112.05	View chart
Amgen (AMGN)	0.2	$4.6M	-5%	15k	311.55	View chart
Thomson Reuters Corp. (TRI)	0.2	$4.6M		26k	172.78	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.5M	-4%	48k	93.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$4.5M	+3%	169k	26.58	View chart
Roper Industries (ROP)	0.2	$4.5M	+3%	7.6k	589.59	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$4.5M	-8%	347k	12.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.4M	+3%	14k	312.05	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.4M	+9%	69k	63.00	View chart
O'reilly Automotive (ORLY)	0.2	$4.3M		3.0k	1432.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.3M		19k	221.75	View chart
Servicenow (NOW)	0.2	$4.2M	+21%	5.3k	796.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$4.2M		25k	166.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.2M	-5%	54k	78.28	View chart
Draftkings Com Cl A (DKNG)	0.2	$4.2M	-4%	125k	33.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.1M	+5%	45k	91.03	View chart
EOG Resources (EOG)	0.2	$4.1M	+5%	32k	128.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.1M		43k	95.37	View chart
Northrop Grumman Corporation (NOC)	0.2	$4.1M	+2%	7.9k	511.98	View chart
FirstEnergy (FE)	0.2	$4.0M	+11%	100k	40.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.0M	-2%	28k	145.92	View chart
Ge Aerospace Com New (GE)	0.2	$4.0M	+18%	20k	200.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.0M		81k	49.52	View chart
Paychex (PAYX)	0.2	$4.0M		26k	154.28	View chart
D.R. Horton (DHI)	0.2	$4.0M		31k	127.13	View chart
Ares Capital Corporation (ARCC)	0.2	$3.9M		178k	22.16	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.9M		22k	179.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.9M	+24%	33k	117.49	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.8M	+63%	114k	33.50	View chart
Emerson Electric (EMR)	0.2	$3.8M		35k	109.64	View chart
Nextera Energy Unit 09/01/2025 (NEE.PR)	0.2	$3.7M	+15%	91k	40.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.7M		111k	32.99	View chart
Lamar Advertising Cl A (LAMR)	0.2	$3.6M		32k	113.78	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$3.6M	+12%	313k	11.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.6M	-4%	19k	193.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.6M	+32%	48k	75.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.6M	-2%	25k	140.44	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$3.5M	+20%	49k	71.80	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$3.4M		48k	72.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.4M	-6%	42k	81.73	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.4M	+36%	8.9k	383.54	View chart
S&p Global (SPGI)	0.2	$3.4M		6.7k	508.09	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$3.3M		61k	54.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.3M	-10%	151k	22.08	View chart
Waters Corporation (WAT)	0.2	$3.3M		9.1k	368.57	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.2	$3.2M		50k	65.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.2M	+2%	65k	49.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.2M	+3%	25k	128.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.2M	+2%	62k	50.83	View chart
Digital Realty Trust (DLR)	0.2	$3.1M		22k	143.29	View chart
Bristol Myers Squibb (BMY)	0.1	$3.1M		51k	60.99	View chart
Arista Networks Com Shs (ANET)	0.1	$3.0M	+8%	39k	77.48	View chart
Ing Groep Sponsored Adr (ING)	0.1	$3.0M		155k	19.59	View chart
Unilever Spon Adr New (UL)	0.1	$3.0M	-3%	51k	59.55	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.0M		80k	37.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.9M	-2%	8.1k	361.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.9M	+8%	67k	43.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.9M	-2%	124k	23.61	View chart
Public Service Enterprise (PEG)	0.1	$2.9M	+4%	35k	82.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.9M		11k	258.62	View chart
Morgan Stanley Com New (MS)	0.1	$2.8M	+34%	24k	116.67	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.7M		47k	58.10	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.7M	+2%	17k	161.27	View chart
Lowe's Companies (LOW)	0.1	$2.7M		11k	233.24	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.7M	-2%	24k	110.08	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.6M	-3%	36k	71.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.5M		42k	60.66	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.5M	+179%	9.4k	270.82	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.5M		32k	78.89	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.5M		73k	34.25	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$2.5M	NEW	123k	20.04	View chart
Axsome Therapeutics (AXSM)	0.1	$2.5M		21k	116.63	View chart
Sanofi Sponsored Adr (SNY)	0.1	$2.4M		44k	55.46	View chart
Philip Morris International (PM)	0.1	$2.4M	-4%	15k	158.73	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.4M		4.5k	533.53	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.3M	-14%	5.2k	446.74	View chart
Coca-Cola Company (KO)	0.1	$2.3M	-21%	32k	71.62	View chart
Progressive Corporation (PGR)	0.1	$2.3M	+3%	8.0k	282.99	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	-2%	7.2k	312.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.2M	+3%	11k	197.02	View chart
Booking Holdings (BKNG)	0.1	$2.2M	+4%	471.00	4607.91	View chart
Verizon Communications (VZ)	0.1	$2.1M	+4%	47k	45.30	View chart
Pfizer (PFE)	0.1	$2.1M	-4%	83k	25.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.1M		110k	18.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.0M	-7%	12k	173.23	View chart
Waste Management (WM)	0.1	$2.0M		8.8k	231.52	View chart
Applied Materials (AMAT)	0.1	$2.0M	-3%	14k	145.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M	+9%	13k	160.45	View chart
Qualcomm (QCOM)	0.1	$2.0M		13k	152.92	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.0M		40k	49.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.9M	+8%	23k	84.40	View chart
Abbott Laboratories (ABT)	0.1	$1.9M	-11%	14k	132.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.9M	+6%	74k	25.54	View chart
At&t (T)	0.1	$1.9M	+10%	66k	28.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M		19k	98.92	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$1.9M	+6%	20k	95.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.8M	-4%	41k	45.26	View chart
Citigroup Com New (C)	0.1	$1.8M		26k	70.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.8M	+7%	8.7k	206.49	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M	+62%	18k	98.09	View chart
Cadence Design Systems (CDNS)	0.1	$1.8M	-5%	7.0k	254.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.8M		21k	85.07	View chart
Walt Disney Company (DIS)	0.1	$1.7M	+6%	18k	98.70	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.7M	-23%	15k	118.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.7M	+2%	14k	121.97	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.7M	NEW	15k	116.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.7M		17k	100.67	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.6M		7.7k	210.94	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.6M	+45%	72k	22.45	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.6M	+19%	28k	58.20	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$1.6M	+18%	17k	95.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.6M	-8%	20k	76.57	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.5M		59k	26.28	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.5M	+4%	15k	105.44	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.5M	-5%	21k	72.20	View chart
Boeing Company (BA)	0.1	$1.5M	-4%	8.9k	170.55	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.5M		23k	65.17	View chart
United Sts Oil Units (USO)	0.1	$1.5M	-7%	19k	77.33	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.5M		20k	71.97	View chart
Kroger (KR)	0.1	$1.5M		22k	67.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M		2.7k	542.38	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+10%	35k	41.73	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$1.5M	+3%	57k	25.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.4M	-33%	24k	58.69	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$1.4M	+23%	65k	21.72	View chart
Linde SHS (LIN)	0.1	$1.4M	+49%	3.0k	465.71	View chart
Nextera Energy (NEE)	0.1	$1.4M	+16%	20k	70.89	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$1.4M	+3%	32k	43.59	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$1.4M	+18%	28k	50.01	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$1.4M		48k	28.33	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M	+108%	19k	71.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.4M	-2%	5.3k	255.51	View chart
Cisco Systems (CSCO)	0.1	$1.3M		22k	61.64	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.3M	-14%	16k	82.78	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$1.3M	+19%	58k	23.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M	+2%	4.3k	306.75	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.3M	-9%	2.2k	607.87	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.3M	+149%	14k	92.53	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$1.3M	+29%	52k	25.26	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.3M	-9%	8.9k	145.70	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.3M	+14%	29k	44.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.3M	-8%	35k	36.41	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.3M	+6%	14k	88.88	View chart
C3 Ai Cl A (AI)	0.1	$1.3M	+128%	61k	21.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M		4.1k	308.90	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	+20%	12k	109.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.3M	+14%	12k	102.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.3M	+12%	25k	50.71	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.3M		8.3k	150.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.2M	+138%	12k	105.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.2M		15k	81.67	View chart
Honeywell International (HON)	0.1	$1.2M		5.9k	211.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M		4.8k	257.03	View chart
Fair Isaac Corporation (FICO)	0.1	$1.2M	+24%	669.00	1844.16	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 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
Meridian Wealth Management 2021 Q4 filed Jan. 27, 2022
Meridian Wealth Management 2021 Q3 filed Oct. 15, 2021
Meridian Wealth Management 2021 Q2 filed July 22, 2021

View all past filings

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