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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
OKE icon
401
Oneok
OKE
$55.4B
$611K 0.03%
7,488
-940
-11% -$78.4K
IMMP
402
Immutep
IMMP
$55.3M
$611K 0.03%
372,700
-13,950
-4% -$24.3K
MOO icon
403
VanEck Agribusiness ETF
MOO
$974M
$611K 0.03%
8,300
+1,500
+22% +$105K
DGX icon
404
Quest Diagnostics
DGX
$26.3B
$602K 0.03%
3,353
– –
DGRW icon
405
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$601K 0.03%
7,173
-362
-5% -$28.7K
AZO icon
406
AutoZone
AZO
$50.1B
$600K 0.03%
162
+16
+11% +$59K
COP icon
407
ConocoPhillips
COP
$140B
$600K 0.03%
6,681
+374
+6% +$33.7K
BSMT icon
408
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$283M
$594K 0.03%
26,155
+4,416
+20% +$99.7K
SNPS icon
409
Synopsys
SNPS
$77.7B
$594K 0.03%
1,158
-63
-5% -$29.4K
CME icon
410
CME Group
CME
$95B
$590K 0.03%
2,141
-31
-1% -$8.43K
SOUN icon
411
SoundHound AI
SOUN
$3.08B
$581K 0.02%
54,110
+2,210
+4% +$20.8K
IBB icon
412
iShares Biotechnology ETF
IBB
$9.53B
$579K 0.02%
4,576
+233
+5% +$28.6K
URI icon
413
United Rentals
URI
$72.4B
$578K 0.02%
767
+285
+59% +$191K
FTSM icon
414
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$578K 0.02%
9,653
-130
-1% -$7.79K
USMV icon
415
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$573K 0.02%
6,108
-7
-0.1% -$644
SNOW icon
416
Snowflake
SNOW
$110B
$567K 0.02%
+2,534
New +$458K
FBT icon
417
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.74B
$564K 0.02%
3,498
– –
CVNA icon
418
Carvana
CVNA
$75.1B
$562K 0.02%
8,345
+15
+0.2% +$823
VPU
419
Vanguard Utilities ETF
VPU
$8.3B
$562K 0.02%
3,184
+190
+6% +$32.8K
RF icon
420
Regions Financial
RF
$26.8B
$560K 0.02%
23,800
-29
-0.1% -$614
TYL icon
421
Tyler Technologies
TYL
$12.5B
$558K 0.02%
942
+19
+2% +$10.8K
PHM icon
422
Pultegroup
PHM
$24.7B
$557K 0.02%
5,280
-4,828
-48% -$486K
KKR icon
423
KKR & Co
KKR
$92.8B
$556K 0.02%
4,183
+34
+0.8% +$3.98K
MTD icon
424
Mettler-Toledo International
MTD
$28.5B
$554K 0.02%
472
+18
+4% +$20.1K
SN icon
425
SharkNinja
SN
$25.3B
$549K 0.02%
+5,550
New +$480K
15 16
17
18 19

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FNBOO
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AIP
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BCI
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EWA
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SYBT
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KIM
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YCM
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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.