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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
WDFC icon
526
WD-40
WDFC
$3.1B
$354K 0.02%
1,550
-60
-4% -$14.1K
FDN icon
527
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$351K 0.02%
1,302
-91
-7% -$21.9K
IYT icon
528
iShares US Transportation ETF
IYT
$2.27B
$350K 0.01%
5,104
– –
BALL icon
529
Ball Corp
BALL
$16.7B
$344K 0.01%
6,138
+40
+0.7% +$2.09K
TGT icon
530
Target
TGT
$66.8B
$342K 0.01%
3,404
-771
-18% -$74K
IYE icon
531
iShares US Energy ETF
IYE
$1.72B
$341K 0.01%
7,536
-785
-9% -$34.7K
HIMS icon
532
Hims & Hers Health
HIMS
$6.87B
$341K 0.01%
+6,832
New +$309K
CHD icon
533
Church & Dwight Co
CHD
$24.5B
$339K 0.01%
3,528
-52
-1% -$5.13K
KRE icon
534
State Street SPDR S&P Regional Banking ETF
KRE
$4.65B
$337K 0.01%
5,679
+35
+0.6% +$1.95K
CP icon
535
Canadian Pacific Kansas City
CP
$79.3B
$337K 0.01%
4,246
– –
CHY
536
Calamos Convertible and High Income Fund
CHY
$1.04B
$336K 0.01%
30,589
+1,521
+5% +$15.6K
IQV icon
537
IQVIA
IQV
$38.3B
$334K 0.01%
2,119
-51
-2% -$7.68K
LMBS icon
538
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$332K 0.01%
6,745
-685
-9% -$33.5K
PFF icon
539
iShares Preferred and Income Securities ETF
PFF
$13.2B
$332K 0.01%
10,824
+555
+5% +$16.7K
IBMQ icon
540
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
$329K 0.01%
+12,954
New +$326K
ANGL icon
541
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$329K 0.01%
11,227
-2,574
-19% -$73.2K
BILS icon
542
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$326K 0.01%
3,275
+904
+38% +$89.8K
IWX icon
543
iShares Russell Top 200 Value ETF
IWX
$4.05B
$323K 0.01%
3,837
-132
-3% -$10.6K
CZR icon
544
Caesars Entertainment
CZR
$6.12B
$321K 0.01%
11,290
+2,623
+30% +$71.3K
ARLP icon
545
Alliance Resource Partners
ARLP
$3.26B
$318K 0.01%
12,170
+3,142
+35% +$82.5K
XLC icon
546
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$317K 0.01%
2,920
-94
-3% -$9.26K
VRTX icon
547
Vertex Pharmaceuticals
VRTX
$123B
$315K 0.01%
707
+87
+14% +$40.1K
VMBS icon
548
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$315K 0.01%
+6,791
New +$311K
AMLP icon
549
Alerian MLP ETF
AMLP
$12.9B
$314K 0.01%
+6,426
New +$312K
SONO icon
550
Sonos
SONO
$1.83B
$314K 0.01%
29,030
+9,770
+51% +$95K
20 21
22
23 24

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AIP
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FEG
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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.