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MWM

Meridian Wealth Management Portfolio holdings

AUM $2.85B
1-Year Est. Return 31.23%
This Fund
S&P 500
This Quarter Est. Return
+15.23%
1 Year Est. Return
+31.23%
3 Year Est. Return
+90.96%
5 Year Est. Return
+135.82%
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
OWL icon
176
Blue Owl Capital
OWL
$7.82B
$2.5M 0.11%
130,352
+7,757
+6% +$143K
MDY icon
177
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$2.5M 0.11%
4,419
-34
-0.8% -$18.2K
LMT icon
178
Lockheed Martin
LMT
$136B
$2.46M 0.11%
5,315
+85
+2% +$39.8K
LOW icon
179
Lowe's Companies
LOW
$122B
$2.46M 0.11%
11,080
-357
-3% -$79.7K
XLY icon
180
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$2.38M 0.1%
21,994
-212
-1% -$21.7K
BMY icon
181
Bristol-Myers Squibb
BMY
$135B
$2.33M 0.1%
50,339
-160
-0.3% -$7.85K
VRT icon
182
Vertiv
VRT
$104B
$2.33M 0.1%
18,143
-2,988
-14% -$291K
AXSM icon
183
Axsome Therapeutics
AXSM
$10.9B
$2.3M 0.1%
22,021
+1,000
+5% +$106K
PGR icon
184
Progressive
PGR
$123B
$2.28M 0.1%
8,550
+585
+7% +$160K
C icon
185
Citigroup
C
$230B
$2.27M 0.1%
26,643
+1,122
+4% +$81.1K
QXO
186
QXO Inc
QXO
$15.9B
$2.26M 0.1%
105,056
+26,470
+34% +$435K
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$2.25M 0.1%
12,403
+569
+5% +$98.2K
MCD icon
188
McDonald's
MCD
$191B
$2.24M 0.1%
7,654
+445
+6% +$137K
VWO icon
189
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$2.2M 0.09%
44,560
+3,830
+9% +$178K
SNY icon
190
Sanofi
SNY
$102B
$2.2M 0.09%
45,571
+1,398
+3% +$71.4K
OEF icon
191
iShares S&P 100 ETF
OEF
$20.5B
$2.2M 0.09%
7,216
-2,168
-23% -$604K
PPA icon
192
Invesco Aerospace & Defense ETF
PPA
$8.69B
$2.18M 0.09%
15,388
+922
+6% +$117K
CGDV icon
193
Capital Group Dividend Value ETF
CGDV
$38.7B
$2.17M 0.09%
54,895
+40,400
+279% +$1.46M
SGOV icon
194
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$2.16M 0.09%
21,484
+4,997
+30% +$502K
DIS icon
195
Walt Disney
DIS
$170B
$2.13M 0.09%
17,167
-452
-3% -$47K
ET icon
196
Energy Transfer Partners
ET
$70B
$2.12M 0.09%
116,677
+6,381
+6% +$111K
CDNS icon
197
Cadence Design Systems
CDNS
$93.8B
$2.1M 0.09%
6,819
-160
-2% -$46.5K
XLF icon
198
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$2.09M 0.09%
40,024
+79
+0.2% +$3.91K
ABT icon
199
Abbott
ABT
$182B
$2.08M 0.09%
15,318
+977
+7% +$129K
VGT icon
200
Vanguard Information Technology ETF
VGT
$147B
$2.07M 0.09%
25,000
+3,416
+16% +$248K
6 7
8
9 10

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WG
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SAI
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YC
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AIP
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AHSSHC
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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.