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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
CLM icon
651
Cornerstone Strategic Value Fund
CLM
$2.22B
$155K 0.01%
19,126
+8,966
+88% +$66.2K
DNP icon
652
DNP Select Income Fund
DNP
$4.05B
$137K 0.01%
14,000
– –
MQY icon
653
BlackRock MuniYield Quality Fund
MQY
$812M
$133K 0.01%
+11,955
New +$132K
CDE icon
654
Coeur Mining
CDE
$16.1B
$114K ﹤0.01%
+12,817
New +$93.3K
DMAC icon
655
DiaMedica Therapeutics
DMAC
$365M
$107K ﹤0.01%
27,316
-1,500
-5% -$5.85K
SBSW icon
656
Sibanye-Stillwater
SBSW
$7B
$104K ﹤0.01%
14,470
+585
+4% +$3.2K
LAES icon
657
SEALSQ Corp
LAES
$555M
$103K ﹤0.01%
+25,535
New +$78.4K
PMO
658
Franklin Municipal Opportunities Trust
PMO
$282M
$100K ﹤0.01%
+10,108
New +$99.5K
ZONE
659
CleanCore Solutions
ZONE
$83.7M
$97.9K ﹤0.01%
40,285
+15,400
+62% +$31.1K
GAB icon
660
Gabelli Equity Trust
GAB
$1.76B
$94.7K ﹤0.01%
16,264
+2,200
+16% +$12.3K
PMM
661
Franklin Managed Municipal Income Trust
PMM
$270M
$85.5K ﹤0.01%
+14,291
New +$84.6K
USA icon
662
Liberty All-Star Equity Fund
USA
$1.85B
$73.9K ﹤0.01%
10,851
– –
AMC icon
663
AMC Entertainment Holdings
AMC
$2.29B
$68.4K ﹤0.01%
22,049
+2,500
+13% +$7.42K
BLNK icon
664
Blink Charging
BLNK
$77.6M
$49.3K ﹤0.01%
52,455
– –
HIO
665
Western Asset High Income Opportunity Fund
HIO
$337M
$44.6K ﹤0.01%
11,200
– –
HYMC icon
666
Hycroft Mining Holding Corp
HYMC
$2.22B
$34.4K ﹤0.01%
11,000
– –
CTMX icon
667
CytomX Therapeutics
CTMX
$734M
$22.7K ﹤0.01%
10,000
– –
HUMA icon
668
Humacyte
HUMA
$191M
$20.9K ﹤0.01%
10,000
– –
TRX icon
669
TRX Gold Corp
TRX
$320M
$16.8K ﹤0.01%
+50,000
New +$16K
MKZR
670
MacKenzie Realty Capital
MKZR
$3.38M
$10.1K ﹤0.01%
1,500
– –
AIRR icon
671
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
– –
-11,610
Closed -$792K
BOE icon
672
BlackRock Enhanced Global Dividend Trust
BOE
$683M
– –
-11,900
Closed -$129K
COHR icon
673
Coherent
COHR
$65.4B
– –
-6,254
Closed -$406K
DECK icon
674
Deckers Outdoor
DECK
$13.3B
– –
-2,269
Closed -$254K
DFS
675
DELISTED
Discover Financial Services
DFS
– –
-1,466
Closed -$250K
24 25 26
27
28

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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.