We are live on ! Find out more
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
CTRA
626
DELISTED
Coterra Energy
CTRA
$222K 0.01%
8,728
-484
-5% -$12.3K
OXY icon
627
Occidental Petroleum
OXY
$56B
$221K 0.01%
5,258
-3,915
-43% -$164K
SPG icon
628
Simon Property Group
SPG
$72B
$220K 0.01%
1,390
-19
-1% -$3K
FTCS icon
629
First Trust Capital Strength ETF
FTCS
$7.89B
$219K 0.01%
2,412
– –
SWAN icon
630
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$160M
$217K 0.01%
+7,072
New +$206K
SPMD icon
631
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$216K 0.01%
3,965
-466
-11% -$24K
DRSK icon
632
Aptus Defined Risk ETF
DRSK
$1.54B
$215K 0.01%
+7,474
New +$207K
UAL icon
633
United Airlines
UAL
$42.3B
$214K 0.01%
+2,683
New +$198K
SCHO icon
634
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$213K 0.01%
8,730
-605
-6% -$14.7K
DG icon
635
Dollar General
DG
$28B
$212K 0.01%
+1,853
New +$184K
ZTS icon
636
Zoetis
ZTS
$31.9B
$211K 0.01%
1,354
-105
-7% -$16.6K
GEHC icon
637
GE HealthCare
GEHC
$31.5B
$209K 0.01%
2,822
-27
-0.9% -$1.88K
DDM icon
638
ProShares Ultra Dow30
DDM
$543M
$209K 0.01%
+4,262
New +$187K
FDVV icon
639
Fidelity High Dividend ETF
FDVV
$10.3B
$206K 0.01%
+3,959
New +$195K
SJM icon
640
J.M. Smucker
SJM
$12.5B
$205K 0.01%
2,091
-78
-4% -$8.58K
CTVA icon
641
Corteva
CTVA
$51.3B
$205K 0.01%
+2,748
New +$183K
SLYG icon
642
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.19B
$203K 0.01%
2,286
-189
-8% -$15.8K
APH icon
643
Amphenol
APH
$212B
$203K 0.01%
+2,051
New +$168K
TMDX icon
644
Transmedics
TMDX
$2.68B
$201K 0.01%
+1,502
New +$165K
WAL icon
645
Western Alliance Bancorporation
WAL
$8.92B
$201K 0.01%
+2,579
New +$185K
RSPT icon
646
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.78B
$201K 0.01%
+4,917
New +$178K
PDBC icon
647
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.29B
$198K 0.01%
15,162
-338
-2% -$4.36K
IEP icon
648
Icahn Enterprises
IEP
$5.09B
$192K 0.01%
23,888
+2,717
+13% +$23.2K
NUVB icon
649
Nuvation Bio
NUVB
$2.22B
$170K 0.01%
87,115
+4,780
+6% +$9.96K
LQDA icon
650
Liquidia Corp
LQDA
$7.94B
$168K 0.01%
+13,450
New +$199K
24 25
26
27 28

Similar funds

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
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
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.