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MWM

Meridian Wealth Management Portfolio holdings

AUM $3.25B
1-Year Est. Return 41%
This Fund
S&P 500
This Quarter Est. Return
+15.23%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.34B
AUM Growth
+$276M
Cap. Flow
+$54.5M
Cap. Flow %
2.33%
Top 10 Hldgs %
30.01%
Holding
685
New
65
Increased
308
Reduced
248
Closed
15

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$8.88M
2
AVGO icon
Broadcom
AVGO
+$7.74M
3
CRWV
CoreWeave
CRWV
+$6.64M
4
PLTR icon
Palantir
PLTR
+$6.39M
5
MRVL icon
Marvell Technology
MRVL
+$6.22M

Top Sells

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$14.4M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$9.1M
3
NVDA icon
NVIDIA
NVDA
+$5.35M
4
DKNG icon
DraftKings
DKNG
+$4.15M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.64M

Sector Composition

Rank Sector Weight
1 Technology 20.63%
2 Financials 8.87%
3 Consumer Discretionary 5.84%
4 Industrials 4.91%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
301
Lam Research
LRCX
$383B
$1.06M 0.05%
10,859
+1,127
+12% +$89.4K
LULU icon
302
lululemon athletica
LULU
$14.2B
$1.03M 0.04%
4,348
+175
+4% +$48.2K
NVS icon
303
Novartis
NVS
$293B
$1.02M 0.04%
8,446
+4,076
+93% +$459K
MCK icon
304
McKesson
MCK
$102B
$1.02M 0.04%
1,393
-76
-5% -$53.6K
TJX icon
305
TJX Companies
TJX
$179B
$1.02M 0.04%
8,265
+257
+3% +$32.6K
NVO
306
Novo Nordisk
NVO
$203B
$1.02M 0.04%
14,732
-760
-5% -$51.7K
IEMG icon
307
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$998K 0.04%
16,631
-5,972
-26% -$333K
YUM icon
308
Yum! Brands
YUM
$41.6B
$990K 0.04%
6,683
-27
-0.4% -$3.94K
BSCP
309
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$989K 0.04%
47,820
+4,917
+11% +$102K
NEE icon
310
NextEra Energy
NEE
$176B
$988K 0.04%
14,236
-5,649
-28% -$392K
AZN icon
311
AstraZeneca
AZN
$250B
$982K 0.04%
7,024
+94
+1% +$13.2K
IWD icon
312
iShares Russell 1000 Value ETF
IWD
$83.2B
$979K 0.04%
5,038
+10
+0.2% +$1.85K
MDT icon
313
Medtronic
MDT
$110B
$976K 0.04%
11,193
-491
-4% -$41.6K
BSCQ icon
314
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
$973K 0.04%
49,833
+5,708
+13% +$111K
SYLD icon
315
Cambria Shareholder Yield ETF
SYLD
$1.01B
$966K 0.04%
14,860
+443
+3% +$27.6K
SFLR icon
316
Innovator Equity Managed Floor ETF
SFLR
$2.15B
$966K 0.04%
28,780
+2,206
+8% +$70.4K
TFC icon
317
Truist Financial
TFC
$64.2B
$964K 0.04%
22,422
-520
-2% -$20.3K
VXF icon
318
Vanguard Extended Market ETF
VXF
$31.2B
$963K 0.04%
4,999
-123
-2% -$21.8K
CB icon
319
Chubb
CB
$137B
$960K 0.04%
3,314
+22
+0.7% +$6.33K
POOL icon
320
Pool Corp
POOL
$7.31B
$951K 0.04%
3,261
– –
MPC icon
321
Marathon Petroleum
MPC
$84B
$941K 0.04%
5,663
-3,284
-37% -$492K
TTD icon
322
Trade Desk
TTD
$8.31B
$937K 0.04%
13,015
-956
-7% -$61K
FLMI icon
323
Franklin Dynamic Municipal Bond ETF
FLMI
$2.33B
$933K 0.04%
+38,451
New +$927K
EVT icon
324
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.14B
$927K 0.04%
38,483
+4,691
+14% +$107K
INTU icon
325
Intuit
INTU
$88.1B
$927K 0.04%
1,177
-12
-1% -$8.12K
11 12
13
14 15

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FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
AIP
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Meridian Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Meridian Wealth Management held 685 positions worth $2.34B, up 13% from $2.07B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Meridian Wealth Management's Q2 2025 filing shows 65 new, 308 increased, 248 reduced and 15 closed positions. Its largest new stake was CoreWeave: 72,018 shares worth $11.7M. The largest sale was VanEck Semiconductor ETF, an estimated $14.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Meridian Wealth Management's largest Q2 2025 buy was CoreWeave: 72,018 shares worth $11.7M.
  • Meridian Wealth Management added most to Tesla in Q2 2025, an estimated $8.88M increase.
  • Meridian Wealth Management's biggest Q2 2025 reduction was VanEck Semiconductor ETF, cutting an estimated $14.4M.
  • Meridian Wealth Management fully exited US Steel in Q2 2025, selling an estimated $852K.
  • Meridian Wealth Management's ten largest holdings make up 30% of its $2.34B portfolio in Q2 2025.
  • Meridian Wealth Management opened 65 new positions and closed 15 in Q2 2025.
  • Meridian Wealth Management's portfolio value rose 13% quarter-over-quarter to $2.34B.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.