Meridian Wealth Partners, LLC Portfolio Holdings
Q3 2025•112 long positions•$726.2M portfolio value
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Holding118 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $102.2M 14.08% | -$2.0M Sold | — 2.7M shares | 2.7M → 2.7M −$2.0M | -1.9% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $89.9M 12.39% | +$12.3M Bought | — 3.4M shares | 2.9M → 3.4M +$12.3M | +15.77% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $86.1M 11.86% | +$3.5M Bought | — 859.2K shares | 824.0K → 859.2K +$3.5M | +4.26% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $50.9M 7.0% | -$32.6M Sold | — 1.1M shares | 1.8M → 1.1M −$32.6M | -39.07% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $31.2M 4.29% | +$11.3M Bought | — 258.0K shares | 164.8K → 258.0K +$11.3M | +56.62% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $29.9M 4.12% | +$5.9M Bought | — 262.9K shares | 210.8K → 262.9K +$5.9M | +24.69% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $29.7M 4.09% | -$155.8K Sold | — 945.8K shares | 950.8K → 945.8K −$155.8K | -0.52% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $24.7M 3.41% | +$1.2M Bought | — 259.9K shares | 247.6K → 259.9K +$1.2M | +4.97% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $24.4M 3.36% | +$1.2M Bought | — 295.2K shares | 280.5K → 295.2K +$1.2M | +5.24% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $23.1M 3.18% | +$417.2K Bought | — 897.7K shares | 881.5K → 897.7K +$417.2K | +1.84% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.8M 3.14% | +$871.6K Bought | — 182.1K shares | 175.1K → 182.1K +$871.6K | +3.98% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $22.0M 3.03% | +$934.0K Bought | — 113.1K shares | 108.3K → 113.1K +$934.0K | +4.43% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $21.3M 2.93% | -$864.6K Sold | — 200.1K shares | 208.2K → 200.1K −$864.6K | -3.9% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $18.8M 2.58% | +$2.7M Bought | — 284.7K shares | 244.1K → 284.7K +$2.7M | +16.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.9M 2.19% | +$4.6M Bought | — 234.7K shares | 167.0K → 234.7K +$4.6M | +40.51% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $12.2M 1.67% | +$688.0K Bought | — 498.4K shares | 470.2K → 498.4K +$688.0K | +6.0% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $9.8M 1.35% | -$436.4K Sold | 0.0% 38.5K shares | 40.2K → 38.5K −$436.4K | -4.27% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.7M 1.34% | -$110.3K Sold | — 40.1K shares | 40.5K → 40.1K −$110.3K | -1.12% | — — | Q1 2020 Held for 5y 8m | |
Chemicals - Specialty Basic Materials | $8.7M 1.19% | -$4.8M Sold | 0.037% 82.4K shares | 128.4K → 82.4K −$4.8M | -35.84% | $23.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.0M 1.11% | -$404.9K Sold | — 75.3K shares | 79.1K → 75.3K −$404.9K | -4.79% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.9M 1.08% | -$212.3K Sold | — 265.5K shares | 272.7K → 265.5K −$212.3K | -2.63% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.8M 0.667% | -$496.0K Sold | — 7.2K shares | 8.0K → 7.2K −$496.0K | -9.29% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.7M 0.641% | -$3.8K Sold | — 93.0K shares | 93.1K → 93.0K −$3.8K | -0.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.5M 0.626% | — | — 13.9K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 0.524% | +$525.5K Bought | — 55.6K shares | 47.9K → 55.6K +$525.5K | +16.03% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $3.7M 0.506% | -$374.0K Sold | 0.0% 7.1K shares | 7.8K → 7.1K −$374.0K | -9.24% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.7M 0.505% | -$1.5M Sold | 0.0% 19.7K shares | 27.7K → 19.7K −$1.5M | -29.11% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.3M 0.321% | -$233.9K Sold | — 32.7K shares | 36.0K → 32.7K −$233.9K | -9.11% | — — | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $2.2M 0.308% | -$252.8K Sold | 0.001% 5.5K shares | 6.1K → 5.5K −$252.8K | -10.16% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 0.297% | +$57.0K Bought | — 3.5K shares | 3.4K → 3.5K +$57.0K | +2.72% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.8M 0.254% | -$309.8K Sold | 0.0% 2.5K shares | 2.9K → 2.5K −$309.8K | -14.36% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.8M 0.241% | -$217.8K Sold | 0.0% 7.2K shares | 8.1K → 7.2K −$217.8K | -11.07% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $1.7M 0.236% | -$209.5K Sold | 0.0% 7.8K shares | 8.8K → 7.8K −$209.5K | -10.88% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.5M 0.205% | +$73.3K Bought | — 20.0K shares | 19.0K → 20.0K +$73.3K | +5.19% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.5M 0.2% | -$445.1K Sold | — 19.8K shares | 25.8K → 19.8K −$445.1K | -23.47% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.199% | -$82.3K Sold | — 9.9K shares | 10.5K → 9.9K −$82.3K | -5.39% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.3M 0.185% | -$508.4K Sold | — 49.3K shares | 68.0K → 49.3K −$508.4K | -27.4% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $1.2M 0.166% | -$70.9K Sold | 0.0% 3.7K shares | 3.9K → 3.7K −$70.9K | -5.54% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.165% | +$5.0K Bought | — 25.6K shares | 25.5K → 25.6K +$5.0K | +0.42% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.1M 0.158% | -$41.0K Sold | 0.001% 6.2K shares | 6.5K → 6.2K −$41.0K | -3.45% | $167.04B Large Cap | Q4 2019 Held for 5y 11m | |
Banks - Regional Financial Services | $1.1M 0.157% | -$1.1M Sold | 0.639% 72.2K shares | 139.7K → 72.2K −$1.1M | -48.31% | $178.4M Micro Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $936.5K 0.129% | -$772.2K Sold | 0.0% 3.0K shares | 5.4K → 3.0K −$772.2K | -45.19% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $917.5K 0.126% | -$196.3K Sold | 0.0% 3.8K shares | 4.6K → 3.8K −$196.3K | -17.63% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $907.2K 0.125% | — | — 2.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $904.1K 0.125% | +$17.3K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$17.3K | +1.96% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $902.9K 0.124% | -$332.3K Sold | — 3.6K shares | 4.9K → 3.6K −$332.3K | -26.9% | — — | Q4 2019 Held for 5y 11m | |
Financial - Data & Stock Exchanges Financial Services | $863.1K 0.119% | -$8.3K Sold | 0.001% 1.8K shares | 1.8K → 1.8K −$8.3K | -0.95% | $148.59B Large Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $754.2K 0.104% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $691.4K 0.095% | -$12.0K Sold | 0.0% 6.1K shares | 6.2K → 6.1K −$12.0K | -1.7% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $641.0K 0.088% | +$264.4K Bought | — 3.4K shares | 2.0K → 3.4K +$264.4K | +70.23% | — — | Q4 2023 Held for 1y 11m |
