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CIK: 0001697300
Total reported value
$3.2B
$3.2B
620 檔
12.2%
According to the latest 13F quarterly dataset, Meridian Wealth Management, LLC managed an equity portfolio of $3.2B at the end of Q1 2025, spanning 620 distinct U.S. exchange-listed positions.
In Q1 2025, Meridian Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 620 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.26% | -0.32% | +0.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.21% | +0.01% | +9.27% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.13% | -1.36% | -0.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.59% | +0.47% | -0.28% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.00% | -0.09% | +1.49% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.29% | -7.16% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | -0.19% | +1.53% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | -0.02% | -0.05% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.13% | +1.32% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.55% | -0.06% | +21.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.01% | -6.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.12% | +2.25% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | +0.03% | -7.32% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.04% | +0.08% | +3.47% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | +0.03% | +3.99% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.32% | +5.02% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.11% | -3.75% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.02% | +7.65% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.78% | -0.25% | +18.20% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.04% | -0.42% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.08% | +3.60% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.01% | -2.76% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.69% | +0.08% | -1.81% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.21% | +5.85% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.60% | +4.50% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.01% | -1.58% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.03% | +0.57% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.18% | +6.08% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.27% | +4.21% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.16% | +5.25% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | +0.01% | +1.44% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.02% | +6.36% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.02% | -2.06% | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | -0.38% | -2.23% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.01% | -1.07% | |
| 36 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.56% | -0.01% | +0.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.56% | -0.02% | +0.84% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.02% | +21.14% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.54% | — | -4.48% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | — | -0.12% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | -0.02% | +4.62% | |
| 42 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.53% | +0.15% | +10.75% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | — | +6.97% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | +3.33% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.48% | -0.01% | +13.96% | |
| 46 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.48% | +0.03% | +0.59% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.82% | -1.14% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | +0.01% | -0.31% | |
| 49 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.44% | — | +31.71% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.02% | +17.10% |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 620 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, XOM) accounted for 12.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $88.1M
During Q1 2025, Meridian Wealth Management, LLC's top holdings by market value included NVDA (4.3%)、AAPL (4.2%)、XOM (4.1%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q1 2025, Meridian Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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