Meridian Wealth Management, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Management, LLCInvestment ActivityMeridian Wealth Management, LLC has $2.11 billion in total holdings as of December 31, 2024.Meridian Wealth Management, LLC owns shares of 625 different stocks, but just 138 companies or ETFs make up 80% of its holdings.Approximately 8.65% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Meridian Wealth Management, LLC has purchased 627 new stocks and bought additional shares in 300 stocks.Meridian Wealth Management, LLC sold shares of 231 stocks and completely divested from 53 stocks this quarter.Largest Holdings NVIDIA $108,456,709Apple $89,725,971Invesco QQQ $81,154,232Exxon Mobil $77,362,868Microsoft $73,241,313 Largest New Holdings this Quarter Robinhood Markets $6,167,648 HoldingARISTA NETWORKS INC $3,982,266 HoldingVanguard Extended Duration Treasury ETF $2,547,220 HoldingVertiv $2,536,331 HoldingInvesco S&P MidCap Momentum ETF $2,076,056 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 730,665 shares (about $20.36M)Schwab US Broad Market ETF 351,739 shares (about $7.98M)Robinhood Markets 165,530 shares (about $6.17M)SPDR S&P 500 ETF Trust 10,459 shares (about $6.13M)Schwab International Equity ETF 281,031 shares (about $5.20M) Largest Sales this Quarter Novo Nordisk A/S 103,509 shares (about $8.90M)DOW 73,524 shares (about $2.95M)Invesco High Yield Equity Dividend Achievers ETF 68,966 shares (about $1.47M)Twilio 9,098 shares (about $983.35K)Dimensional U.S. Core Equity 2 ETF 28,109 shares (about $972.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$108,456,709$1,635,517 ▲1.5%807,6315.1%Computer and TechnologyAAPLApple$89,725,971$950,344 ▼-1.0%358,3024.2%Computer and TechnologyQQQInvesco QQQ$81,154,232$404,894 ▲0.5%158,7433.8%FinanceXOMExxon Mobil$77,362,868$1,171,976 ▲1.5%719,1863.7%Oils/EnergyMSFTMicrosoft$73,241,313$1,142,690 ▲1.6%173,7633.5%Computer and TechnologyAMZNAmazon.com$70,394,775$1,351,661 ▲2.0%320,8663.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$54,785,731$6,129,827 ▲12.6%93,4782.6%FinanceJPMJPMorgan Chase & Co.$46,481,239$875,901 ▼-1.8%193,9062.2%FinanceBRK.BBerkshire Hathaway$32,872,280$209,868 ▲0.6%72,5211.6%FinanceIVViShares Core S&P 500 ETF$30,382,780$2,584,879 ▲9.3%51,6121.4%ETFGOOGLAlphabet$27,560,366$430,089 ▲1.6%145,5911.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$26,954,223$20,363,636 ▲309.0%967,1411.3%ETFBNDVanguard Total Bond Market ETF$25,804,624$3,203,879 ▲14.2%358,8461.2%ETFVUGVanguard Growth ETF$22,983,436$187,827 ▲0.8%56,0431.1%ETFVTVVanguard Value ETF$19,054,333$733,764 ▲4.0%112,5710.9%ETFMETAMeta Platforms$18,130,742$2,383,590 ▲15.1%30,9660.9%Computer and TechnologyGOOGAlphabet$17,799,696$174,443 ▲1.0%93,4660.8%Computer and TechnologyCOSTCostco Wholesale$17,195,621$111,785 ▼-0.6%18,7670.8%Retail/WholesaleAVGOBroadcom$16,834,607$1,687,332 ▲11.1%72,6130.8%Computer and TechnologySMHVanEck Semiconductor ETF$16,706,274$4,601 ▼0.0%68,9860.8%ManufacturingVOOVanguard S&P 500 ETF$15,739,897$178,887 ▼-1.1%29,2120.7%ETFUNHUnitedHealth Group$15,079,857$683,930 ▼-4.3%29,8100.7%MedicalISRGIntuitive Surgical$14,316,425$31,318 ▼-0.2%27,4280.7%MedicalWMTWalmart$13,675,394$613,104 ▲4.7%151,2290.6%Retail/WholesaleTSLATesla$13,635,803$1,682,012 ▲14.1%33,7650.6%Auto/Tires/TrucksCATCaterpillar$13,566,568$108,466 ▼-0.8%37,3980.6%Industrial ProductsSHOPShopify$13,434,902$1,123,908 ▲9.1%126,3510.6%Computer and TechnologyIWMiShares Russell 2000 ETF$13,423,502$699,778 ▼-5.0%60,7510.6%FinanceHDHome Depot$13,229,382$378,871 ▼-2.8%34,0100.6%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$12,900,383$441,645 ▼-3.3%252,2560.6%ETFABBVAbbVie$12,845,703$460,063 ▼-3.5%72,2890.6%MedicalIJHiShares Core S&P Mid-Cap ETF$12,704,087$181,572 ▲1.4%203,8850.6%ETFCOWZPacer US Cash Cows 100 ETF$12,090,281$774,849 ▼-6.0%214,0630.6%ETFIBMInternational Business Machines$12,070,277$658,914 ▼-5.2%54,9370.6%Computer and TechnologySCHBSchwab US Broad Market ETF$11,731,805$7,984,469 ▲213.1%516,8200.6%ETFDGROiShares Core Dividend Growth ETF$11,399,078$159,239 ▲1.4%185,8340.5%ETFAMDAdvanced Micro Devices$11,316,048$780,784 ▼-6.5%93,6840.5%Computer and TechnologyGLDSPDR Gold Shares$11,279,419$282,809 ▲2.6%46,5840.5%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$11,035,364$1,499,048 ▲15.7%317,5640.5%ETFREDDIT INC$10,972,871$3,511,835 ▲47.1%67,1370.5%CL ASCHFSchwab International Equity ETF$10,903,593$5,199,077 ▲91.1%589,3830.5%ETFBUFRFT Vest Laddered Buffer ETF$10,789,275$904,685 ▲9.2%354,0950.5%ETFVBRVanguard Small-Cap Value ETF$10,767,169$415,585 ▲4.0%54,3300.5%ETFCVXChevron$10,507,385$362,389 ▼-3.3%72,5450.5%Oils/EnergySYBTStock Yards Bancorp$10,255,268$236,170 ▼-2.3%143,2100.5%FinanceVTIVanguard Total Stock Market ETF$9,992,169$1,040,718 ▲11.6%34,4780.5%ETFSCHASchwab US Small-Cap ETF$9,929,158$4,302,873 ▲76.5%383,9580.5%ETFPGProcter & Gamble$9,857,120$107,966 ▲1.1%58,7960.5%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$9,328,472$197,428 ▲2.2%21,9240.4%FinanceAERAerCap$9,206,723$478,500 ▼-4.9%96,2040.4%TransportationSHViShares Short Treasury Bond ETF$9,153,444$4,704,339 ▲105.7%83,1300.4%ETFGOVTiShares U.S. Treasury Bond ETF$8,763,070$275,967 ▲3.3%381,3350.4%ETFCRMSalesforce$8,403,139$469,739 ▲5.9%25,1340.4%Computer and TechnologyPEPPepsiCo$8,213,876$360,993 ▼-4.2%54,0170.4%Consumer StaplesMRKMerck & Co., Inc.$7,794,297$920,294 ▼-10.6%78,3500.4%MedicalSCHJSchwab 1-5 Year Corporate Bond ETF$7,705,801$4,139,831 ▲116.1%316,1350.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$7,520,072$2,335,093 ▲45.0%149,0010.4%ETFLLYEli Lilly and Company$7,301,165$322,712 ▲4.6%9,4570.3%MedicalIJRiShares Core S&P Small-Cap ETF$7,253,853$157,159 ▲2.2%62,9570.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,206,345$346,544 ▼-4.6%139,3880.3%ManufacturingSOXXiShares Semiconductor ETF$7,193,628$71,111 ▼-1.0%33,3830.3%ETFSCHDSchwab US Dividend Equity ETF$7,091,123$4,773,213 ▲205.9%259,5580.3%ETFSCHMSchwab U.S. Mid-Cap ETF$7,038,629$4,790,430 ▲213.1%254,0100.3%ETFXSMOInvesco S&P SmallCap Momentum ETF$7,023,312$220,146 ▼-3.0%106,2370.3%ETFORCLOracle$6,911,861$865,857 ▲14.3%41,4780.3%Computer and TechnologyVVisa$6,909,444$374,816 ▲5.7%21,8630.3%Business ServicesVIGVanguard Dividend Appreciation ETF$6,827,528$8,812 ▼-0.1%34,8650.3%ETFRTXRTX$6,795,388$611,356 ▼-8.3%58,7220.3%AerospaceMAMastercard$6,548,682$419,693 ▲6.8%12,4360.3%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,544,569$341,674 ▲5.5%71,5800.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,534,175$231,901 ▲3.7%81,4020.3%ETFIGMiShares Expanded Tech Sector ETF$6,425,340$51,453 ▼-0.8%62,9380.3%ETFMAINMain Street Capital$6,401,935$31,516 ▲0.5%109,2850.3%FinanceDEDeere & Company$6,183,628$230,075 ▼-3.6%14,5940.3%Industrial ProductsJNJJohnson & Johnson$6,182,889$26,183 ▲0.4%42,7410.3%MedicalHOODRobinhood Markets$6,167,648$6,167,648 ▲New Holding165,5300.3%FinanceARESAres Management$6,125,658$64,263 ▼-1.0%34,6020.3%FinanceNFLXNetflix$6,088,888$281,670 ▲4.9%6,8310.3%Consumer DiscretionaryKLACKLA$5,805,696$33,395 ▲0.6%9,2140.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$5,724,654$541,112 ▼-8.6%65,1270.3%ETFGDXVanEck Gold Miners ETF$5,714,615$378,741 ▲7.1%168,5230.3%ETFVOTVanguard Mid-Cap Growth ETF$5,563,581$82,168 ▲1.5%21,9380.3%ETFPANWPalo Alto Networks$5,559,323$2,732,351 ▲96.7%30,5520.3%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$5,527,374$391,758 ▲7.6%228,4980.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,521,222$16,304 ▲0.3%70,7760.3%ETFKMIKinder Morgan$5,517,138$631,599 ▼-10.3%201,3550.3%Oils/EnergyIOOiShares Global 100 ETF$5,305,308$1,168,421 ▲28.2%52,6480.3%ETFXMHQInvesco S&P MidCap Quality ETF$5,285,639$90,001 ▼-1.7%53,6780.3%ETFPWBInvesco Large Cap Growth ETF$5,239,689$29,911 ▲0.6%51,5020.2%ETFSPLGSPDR Portfolio S&P 500 ETF$5,119,055$291,477 ▲6.0%74,2540.2%ETFTSMTaiwan Semiconductor Manufacturing$5,106,465$188,799 ▼-3.6%25,8570.2%Computer and TechnologySLViShares Silver Trust$5,036,218$357,772 ▲7.6%191,2730.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,983,647$27,060 ▼-0.5%134,2580.2%ETFDKNGDraftKings$4,852,256$4,578,762 ▲1,674.2%130,4370.2%Consumer DiscretionaryKYNKayne Anderson Energy Infrastructure Fund$4,844,904$301,520 ▼-5.9%381,1880.2%Financial ServicesACNAccenture$4,808,413$92,524 ▲2.0%13,6680.2%Computer and TechnologyNOWServiceNow$4,656,427$1,315,716 ▲39.4%4,3920.2%Computer and TechnologyVBVanguard Small-Cap ETF$4,560,169$344,055 ▲8.2%18,9800.2%ETFCRWDCrowdStrike$4,537,996$231,639 ▼-4.9%13,2630.2%Computer and TechnologyDHID.R. Horton$4,434,505$55,648 ▲1.3%31,7160.2%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
