Meridian Wealth Management, LLC — Q1 2025 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697300

Total reported value

$2.8B

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Full holdings list this quarter

Showing top 200 holdings (of 620 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DUK	Duke Energy CORP	Stock-Utilities	0.08%	—	+2.48%
2	PPA	Invesco Aerospace & Defense	ETF-Other	0.08%	—	—
3	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.08%	—	-0.37%
4	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.08%	—	-0.73%
5	CGCP	Cap Group Core Plus Income	ETF-Other	0.08%	—	+45.42%
6	IEV	Ishares Europe ETF	ETF-Other	0.08%	—	+19.64%
7	ITB	Ishares U.s. Home Constructi	ETF-Other	0.08%	—	+18.23%
8	BIV	Vanguard Intermediate-term B	ETF-Other	0.08%	—	-8.26%
9	CGCB	Cap Group Core Bond	ETF-Other	0.07%	—	—
10	MUB	Ishares National Muni Bond E	ETF-Other	0.07%	—	+4.12%
11	VRT	Vertiv Holdings Co-a	Stock-Industrials	0.07%	—	-5.35%
12	BA	Boeing Co/the	Stock-Industrials	0.07%	—	-4.87%
13	GBTC	Grayscale Bitcoin Trust ETF	ETF-Crypto	0.07%	—	-0.93%
14	USO	United States Oil Fund LP	ETF-Other	0.07%	—	-7.31%
15	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.07%	—	-0.10%
16	KR	Kroger Co	Stock-Consumer Staples	0.07%	—	+0.44%
17	VGT	Vanguard Info Tech ETF	ETF-Tech	0.07%	—	-0.26%
18	BAC	Bank Of America CORP	Stock-Financials	0.07%	—	+10.02%
19	SCMB	Schwab Municipal Bond ETF	ETF-Other	0.07%	—	+3.78%
20	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.07%	—	-33.25%
21	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	0.07%	—	+23.61%
22	LIN	Linde plc	Stock-Materials	0.07%	—	+49.63%
23	NEE	Nextera Energy INC	Stock-Utilities	0.07%	—	+16.45%
24	DAL	Delta Air Lines INC	Stock-Industrials	0.07%	—	+3.20%
25	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	0.07%	—	+18.66%
26	CGGO	Cap Group Global Growth	ETF-Other	0.07%	—	+0.50%
27	WFC	Wells Fargo & Co	Stock-Financials	0.07%	—	+108.41%
28	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.07%	—	-2.33%
29	CSCO	Cisco Systems INC	Stock-Tech	0.06%	—	+0.91%
30	SSO	Proshares Ultra S&p500	ETF-Other	0.06%	—	-14.52%
31	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	0.06%	—	+19.95%
32	IWB	Ishares Russell 1000 ETF	ETF-Other	0.06%	—	+2.93%
33	PH	Parker Hannifin CORP	Stock-Industrials	0.06%	—	-9.72%
34	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.06%	—	+149.92%
35	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	0.06%	—	+29.35%
36	MPC	Marathon Petroleum CORP	Stock-Energy	0.06%	—	-9.75%
37	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.06%	—	+14.82%
38	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	0.06%	—	-8.57%
39	QLD	Proshares Ultra Qqq	ETF-Other	0.06%	—	+6.63%
40	AI	C3.ai Inc-a	Stock-Tech	0.06%	—	+128.85%
41	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.06%	—	-1.43%
42	UPS	United Parcel Service-cl B	Stock-Industrials	0.06%	—	+20.05%
43	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	0.06%	—	+14.39%
44	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.06%	—	+12.85%
45	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.06%	—	+0.30%
46	SUB	Ishares Short-term National	ETF-Other	0.06%	—	+138.95%
47	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.06%	—	+0.35%
48	HON	Honeywell International INC	Stock-Industrials	0.06%	—	+0.98%
49	VV	Vanguard Large-cap ETF	ETF-Other	0.06%	—	-0.74%
50	FICO	Fair Isaac CORP	Stock-Tech	0.06%	—	+24.58%

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