Meridian Wealth Management, LLC Portfolio Holdings
Q3 2025•703 long positions•$2.6B portfolio value
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Holding729 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $141.7M 5.45% | -$2.0M Sold | 0.003% 759.6K shares | 770.1K → 759.6K −$2.0M | -1.37% | $4.54T Mega Cap | Q3 2017 Held for 8y 2m | |
Consumer Electronics Technology | $102.3M 3.94% | +$2.5M Bought | 0.003% 401.8K shares | 391.9K → 401.8K +$2.5M | +2.53% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $98.4M 3.79% | +$1.1M Bought | — 163.9K shares | 162.1K → 163.9K +$1.1M | +1.15% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $85.0M 3.27% | +$1.5M Bought | 0.002% 164.2K shares | 161.2K → 164.2K +$1.5M | +1.84% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
Oil & Gas Integrated Energy | $77.5M 2.98% | -$3.5M Sold | 0.016% 686.9K shares | 717.9K → 686.9K −$3.5M | -4.32% | $480.68B Mega Cap | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $73.0M 2.81% | +$1.8M Bought | 0.003% 332.5K shares | 324.2K → 332.5K +$1.8M | +2.57% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
Banks - Diversified Financial Services | $61.7M 2.38% | +$412.6K Bought | 0.007% 195.7K shares | 194.4K → 195.7K +$412.6K | +0.67% | $867.35B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $61.3M 2.36% | +$118.6K Bought | — 92.1K shares | 91.9K → 92.1K +$118.6K | +0.19% | — — | Q4 2016 Held for 8y 11m | |
Semiconductors Technology | $41.4M 1.59% | +$4.5M Bought | 0.003% 125.5K shares | 112.1K → 125.5K +$4.5M | +12.04% | $1.56T Mega Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $38.3M 1.47% | +$1.1M Bought | 0.001% 157.6K shares | 153.3K → 157.6K +$1.1M | +2.83% | $2.95T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $36.1M 1.39% | +$1.8M Bought | — 485.8K shares | 461.9K → 485.8K +$1.8M | +5.17% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $34.9M 1.34% | -$2.0M Sold | 0.003% 69.4K shares | 73.2K → 69.4K −$2.0M | -5.3% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $33.2M 1.28% | +$84.0K Bought | 0.026% 232.2K shares | 231.6K → 232.2K +$84.0K | +0.25% | $127.24B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $32.8M 1.26% | +$4.5M Bought | — 69.1K shares | 59.6K → 69.1K +$4.5M | +16.03% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $30.8M 1.18% | -$540.0K Sold | — 46.2K shares | 47.0K → 46.2K −$540.0K | -1.72% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $29.5M 1.13% | +$24.3M Bought | — 243.5K shares | 43.1K → 243.5K +$24.3M | +465.35% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $27.7M 1.07% | -$413.6K Sold | 0.002% 62.2K shares | 63.2K → 62.2K −$413.6K | -1.47% | $1.48T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $26.4M 1.02% | -$837.9K Sold | — 827.7K shares | 853.9K → 827.7K −$837.9K | -3.08% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $25.0M 0.964% | +$959.3K Bought | 0.001% 102.8K shares | 98.9K → 102.8K +$959.3K | +3.98% | $2.95T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $23.4M 0.901% | +$993.0K Bought | — 126.1K shares | 120.8K → 126.1K +$993.0K | +4.43% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $23.1M 0.889% | -$2.3M Sold | 0.001% 31.5K shares | 34.6K → 31.5K −$2.3M | -9.14% | $1.84T Mega Cap | Q4 2016 Held for 8y 11m | |
Unknown Unknown | $22.6M 0.871% | +$5.9M Bought | — 63.7K shares | 47.2K → 63.7K +$5.9M | +34.91% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $22.3M 0.86% | +$8.2M Bought | 0.005% 122.5K shares | 77.4K → 122.5K +$8.2M | +58.23% | $432.76B Mega Cap | Q3 2023 Held for 2y 2m | |
Software - Application Technology | $18.4M 0.707% | +$124.5K Bought | 0.01% 123.7K shares | 122.8K → 123.7K +$124.5K | +0.68% | $193.14B Large Cap | Q2 2018 Held for 7y 5m | |
Agricultural - Machinery Industrials | $18.1M 0.697% | -$1.6M Sold | 0.008% 38.0K shares | 41.4K → 38.0K −$1.6M | -8.28% | $223.53B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $17.6M 0.679% | -$563.4K Sold | — 28.8K shares | 29.7K → 28.8K −$563.4K | -3.1% | — — | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $17.5M 0.674% | -$258.9K Sold | 0.004% 75.6K shares | 76.8K → 75.6K −$258.9K | -1.46% | $409.03B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $17.1M 0.659% | +$1.8M Bought | — 52.2K shares | 46.8K → 52.2K +$1.8M | +11.53% | — — | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $16.9M 0.651% | -$215.7K Sold | 0.004% 18.3K shares | 18.5K → 18.3K −$215.7K | -1.26% | $410.27B Mega Cap | Q1 2019 Held for 6y 8m | |
Rental & Leasing Services Industrials | $16.6M 0.638% | +$121.0 Bought | 0.077% 137.1K shares | 137.1K → 137.1K +$121.0 | +0.0% | $21.6B Large Cap | Q3 2022 Held for 3y 2m | |
Discount Stores Consumer Defensive | $15.9M 0.611% | +$627.5K Bought | 0.002% 153.9K shares | 147.8K → 153.9K +$627.5K | +4.11% | $821.68B Mega Cap | Q3 2024 Held for 1y 2m | |
Medical - Instruments & Supplies Healthcare | $14.9M 0.574% | +$348.4K Bought | 0.009% 33.3K shares | 32.6K → 33.3K +$348.4K | +2.39% | $160.32B Large Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $14.7M 0.568% | +$744.1K Bought | — 70.7K shares | 67.1K → 70.7K +$744.1K | +5.31% | — — | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $14.7M 0.564% | +$112.6K Bought | 0.006% 52.1K shares | 51.7K → 52.1K +$112.6K | +0.77% | $262.84B Mega Cap | Q4 2016 Held for 8y 11m | |
Home Improvement Consumer Cyclical | $14.6M 0.563% | +$273.5K Bought | 0.004% 36.1K shares | 35.4K → 36.1K +$273.5K | +1.91% | $403.32B Mega Cap | Q4 2016 Held for 8y 11m | |
Semiconductors Technology | $14.4M 0.554% | +$6.9M Bought | — 51.6K shares | 27.0K → 51.6K +$6.9M | +90.76% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $14.3M 0.549% | +$885.9K Bought | 0.002% 50.7K shares | 47.6K → 50.7K +$885.9K | +6.62% | $801.76B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $14.1M 0.542% | +$173.3K Bought | — 254.5K shares | 251.3K → 254.5K +$173.3K | +1.25% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $13.7M 0.528% | +$3.1K Bought | — 209.4K shares | 209.4K → 209.4K +$3.1K | +0.02% | — — | Q1 2017 Held for 8y 8m | |
Internet Content & Information Communication Services | $13.7M 0.525% | -$1.1M Sold | 0.032% 59.4K shares | 64.2K → 59.4K −$1.1M | -7.52% | $43.0B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.1M 0.504% | +$93.0K Bought | — 562.3K shares | 558.3K → 562.3K +$93.0K | +0.72% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.0M 0.499% | +$7.9M Bought | — 278.6K shares | 109.8K → 278.6K +$7.9M | +153.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.9M 0.495% | -$9.4K Sold | — 188.8K shares | 189.0K → 188.8K −$9.4K | -0.07% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.5M 0.483% | +$282.9K Bought | — 375.5K shares | 367.0K → 375.5K +$282.9K | +2.31% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $12.5M 0.48% | +$65.3K Bought | — 485.6K shares | 483.0K → 485.6K +$65.3K | +0.53% | — — | Q3 2024 Held for 1y 2m | |
Oil & Gas Integrated Energy | $12.2M 0.471% | +$72.8K Bought | 0.004% 78.8K shares | 78.3K → 78.8K +$72.8K | +0.6% | $312.88B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $11.2M 0.432% | +$2.5M Bought | — 128.7K shares | 100.6K → 128.7K +$2.5M | +27.95% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $11.2M 0.431% | +$518.8K Bought | — 484.1K shares | 461.7K → 484.1K +$518.8K | +4.86% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $10.5M 0.404% | +$370.9K Bought | 0.508% 149.9K shares | 144.6K → 149.9K +$370.9K | +3.67% | $2.1B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.2M 0.394% | -$172.4K Sold | — 133.9K shares | 136.2K → 133.9K −$172.4K | -1.66% | — — | Q4 2022 Held for 2y 11m |
