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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
MTB icon
451
M&T Bank
MTB
$36.1B
$479K 0.02%
2,468
+420
+21% +$74.1K
TQQQ icon
452
ProShares UltraPro QQQ
TQQQ
$36.6B
$478K 0.02%
11,518
+4,490
+64% +$142K
MKC icon
453
McCormick & Company Non-Voting
MKC
$14.1B
$477K 0.02%
6,291
-261
-4% -$19.6K
CHKP icon
454
Check Point Software Technologies
CHKP
$12.8B
$477K 0.02%
2,155
-52
-2% -$11.4K
MTBA icon
455
Simplify MBS ETF
MTBA
$1.51B
$471K 0.02%
+9,400
New +$468K
IHI icon
456
iShares US Medical Devices ETF
IHI
$3.36B
$470K 0.02%
7,498
+1
+0% +$60
ITOT icon
457
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$466K 0.02%
3,450
+7
+0.2% +$873
DPZ icon
458
Domino's
DPZ
$11.9B
$465K 0.02%
1,032
-8
-0.8% -$3.76K
MELI icon
459
Mercado Libre
MELI
$92.8B
$465K 0.02%
178
+33
+23% +$77.1K
USB icon
460
US Bancorp
USB
$99.4B
$465K 0.02%
10,268
+309
+3% +$13K
IWV icon
461
iShares Russell 3000 ETF
IWV
$20.2B
$464K 0.02%
1,322
– –
TMO icon
462
Thermo Fisher Scientific
TMO
$214B
$464K 0.02%
1,143
+11
+1% +$4.6K
STIP icon
463
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$463K 0.02%
4,501
+394
+10% +$40.4K
SCHW
464
Charles Schwab
SCHW
$187B
$462K 0.02%
5,069
-1,123
-18% -$94K
VYMI icon
465
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
$462K 0.02%
5,770
+1,180
+26% +$90.3K
QLC icon
466
FlexShares US Quality Large Cap Index Fund
QLC
$1.04B
$461K 0.02%
6,478
– –
COF icon
467
Capital One
COF
$135B
$460K 0.02%
+2,163
New +$404K
NSC icon
468
Norfolk Southern
NSC
$76.9B
$454K 0.02%
1,773
+5
+0.3% +$1.18K
MSTY icon
469
YieldMax MSTR Option Income Strategy ETF
MSTY
$746M
$453K 0.02%
+4,090
New +$449K
UBOT icon
470
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$25.9M
$453K 0.02%
20,686
+2,000
+11% +$36.6K
SCHE icon
471
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$452K 0.02%
15,013
-488
-3% -$13.8K
RBCAA icon
472
Republic Bancorp
RBCAA
$1.96B
$452K 0.02%
6,184
– –
SRE icon
473
Sempra
SRE
$55.1B
$446K 0.02%
5,886
-12
-0.2% -$891
SAP icon
474
SAP
SAP
$230B
$445K 0.02%
+1,462
New +$419K
ROL icon
475
Rollins
ROL
$17.7B
$443K 0.02%
7,854
-114
-1% -$6.4K
17 18
19
20 21

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FNBOO
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AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
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
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SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
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.