Meridian Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Meridian Wealth Management, LLC reported 619 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 4.3% of the portfolio, followed by Apple (AAPL, 4.2%) and Exxon Mobil (XOM, 4.1%). Compared with Q4 2024, it opened 34 new positions, sold out of 39, added to 290 and reduced 250. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Microsoft (MSFT, shares −7%).

Most Recent 13F
Q2 2026
Location
LEXINGTON, KY
CIK
0001697300
Portfolio Value
$2.1B (Q1 2025)
SEC Filing
0001697300-25-000004 ↗ filed May 12, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $600.7M Q1 2024 Q2 2024: $833.0M Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $2.1B Q4 2024 Q1 2025: $2.1B $2.1B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.8B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.2B Q2 2026

Holdings 619 stocks · $2.1B
NVDA Nvidia Corp. 4.27% 812,640 $88.1M Add +0.6%
AAPL Apple Inc. 4.22% 391,532 $87.0M Add +9.3%
XOM Exxon Mobil Corp. 4.13% 716,768 $85.2M Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 3.60% 158,298 $74.2M Reduce -0.3%
AMZN Amazon.com Inc. 3.00% 325,661 $62.0M Add +1.5%
MSFT Microsoft Corp. 2.94% 161,314 $60.6M Reduce -7.2%
SPY SS SPDR S&P 500 ETF Trust-US 2.57% 94,910 $53.1M Add +1.5%
JPM JPMorgan Chase & Co. 2.31% 193,804 $47.5M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 1.90% 73,476 $39.1M Add +1.3%
BND Vanguard Total Bond Market 1.56% 436,992 $32.1M Add +21.8%
IVV iShares Core S&P 500 ETF 1.32% 48,346 $27.2M Reduce -6.3%
GOOGL Alphabet Inc. Class A 1.12% 148,860 $23.0M Add +2.3%
SCHG Schwab US Large-Cap Growth 1.09% 896,325 $22.4M Reduce -7.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.04% 57,990 $21.5M Add +3.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.98% 117,064 $20.2M Add +4.0%
META Meta Platforms Inc. Class A 0.91% 32,520 $18.7M Add +5.0%
COST Costco Wholesale Corp. 0.83% 18,063 $17.1M Reduce -3.8%
ABBV Abbvie Inc. 0.79% 77,819 $16.3M Add +7.7%
ISRG Intuitive Surgical Inc. 0.78% 32,419 $16.1M Add +18.2%
UNH Unitedhealth Group Inc. 0.75% 29,685 $15.5M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.73% 96,835 $15.1M Add +3.6%
VOO Vanguard S&P 500 ETF 0.71% 28,406 $14.6M Reduce -2.8%
SMH Vaneck Semiconductor ETF 0.69% 67,739 $14.3M Reduce -1.8%
WMT Walmart Inc. 0.68% 160,074 $14.1M Add +5.8%
GLD SPDR Gold Shares 0.68% 48,680 $14.0M Add +4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 54,068 $13.4M Reduce -1.6%
SPYV SS SPDR P S&P 500 Value ETF 0.63% 253,685 $13.0M Add +0.6%
CVX Chevron Corp. 0.62% 76,955 $12.9M Add +6.1%
CAT Caterpillar Inc. 0.62% 38,972 $12.9M Add +4.2%
AVGO Broadcom Inc. 0.62% 76,426 $12.8M Add +5.3%
HD Home Depot Inc. 0.61% 34,499 $12.6M Add +1.4%
COWZ Pacer US Cash Cows 100 ETF 0.60% 227,667 $12.5M Add +6.4%
IWM iShares Russell 2000 ETF 0.58% 59,502 $11.9M Reduce -2.1%
SHOP Shopify Inc. Class A 0.57% 123,530 $11.8M Reduce -2.2%
IJH iShares Core S&P Midcap ETF 0.57% 201,708 $11.8M Reduce -1.1%
HEFA Isha Curr Hedged MSCI Eafe 0.56% 319,471 $11.6M Add +0.6%
DGRO iShares Core Dividend Growth 0.56% 187,396 $11.6M Add +0.8%
VTI VG Morningstar TS MKT ETF-US 0.56% 41,767 $11.5M Add +21.1%
SCHF Schwab Intl Equity ETF 0.54% 562,983 $11.1M Reduce -4.5%
SCHB Schwab US Broad Market ETF 0.54% 516,213 $11.1M Reduce -0.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.53% 370,469 $11.0M Add +4.6%
AER Aercap Holdings NV 0.53% 106,543 $10.9M Add +10.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.53% 58,117 $10.8M Add +7.0%
PG The Procter & Gamble Co. 0.50% 60,755 $10.4M Add +3.3%
GOVT iShares US Treasury Bond ETF 0.48% 434,559 $10.0M Add +14.0%
SYBT Stock Yards Bancorp Inc. 0.48% 144,054 $9.9M Add +0.6%
AMD Advanced Micro Devices 0.46% 92,614 $9.5M Reduce -1.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.45% 21,855 $9.2M Reduce -0.3%
HOOD Robinhood Markets Inc. Class A 0.44% 218,024 $9.1M Add +31.7%
V Visa Inc. Class A 0.44% 25,602 $9.0M Add +17.1%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.43% 363,181 $8.9M Add +14.9%
TSLA Tesla Inc. 0.42% 33,676 $8.7M Reduce -0.3%
SHV iShares 0-1 Year Treasury Bo 0.42% 78,711 $8.7M Reduce -5.3%
UNP Union Pacific Corp. 0.41% 35,419 $8.4M Add +86.4%
PEP Pepsico Inc. 0.40% 55,291 $8.3M Add +2.4%
LLY Eli Lilly & Co. 0.39% 9,773 $8.1M Add +3.3%
RTX RTX Corp. 0.39% 60,756 $8.0M Add +3.5%
GDX Vaneck Gold Miners ETF 0.38% 168,744 $7.8M Add +0.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.37% 147,437 $7.7M Add +5.8%
SCHD Schwab US DVD Equity ETF 0.37% 270,550 $7.6M Add +4.2%
RDDT Reddit Inc. Class A 0.35% 69,116 $7.3M Add +3.0%
JNJ Johnson & Johnson 0.35% 43,399 $7.2M Add +1.5%
MA Mastercard Inc. Class A 0.33% 12,507 $6.9M Add +0.6%
DE Deere & Co. 0.33% 14,431 $6.8M Reduce -1.1%
VCIT Vanguard Int-Term Corporate 0.33% 82,789 $6.8M Add +1.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.32% 72,671 $6.7M Add +1.5%
ORCL Oracle Corp. 0.32% 47,644 $6.7M Add +14.9%
XSMO Invesco S&P Smallcap Momentu 0.32% 105,574 $6.6M Reduce -0.6%
TFLO iShares Treasury Floating Ra 0.32% 130,157 $6.6M Reduce -12.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.32% 100,191 $6.6M Add +34.9%
SCHM Schwab US Mid Cap ETF 0.32% 250,409 $6.6M Reduce -1.4%
SCHA Schwab US Small-Cap ETF 0.32% 277,791 $6.5M Reduce -27.6%
VIG Vanguard Dividend Apprec ETF 0.31% 33,407 $6.5M Reduce -4.2%
NFLX Netflix Inc. 0.31% 6,938 $6.5M Add +1.6%
MRK Merck & Co. Inc. 0.31% 70,393 $6.3M Reduce -10.2%
SOXX iShares Semiconductor ETF 0.31% 33,503 $6.3M Add +0.4%
CRM Salesforce Inc. 0.30% 23,212 $6.2M Reduce -7.7%
KLAC KLA Corp. 0.30% 9,133 $6.2M Reduce -0.9%
IJR iShares Core S&P Small-Cap E 0.30% 58,441 $6.1M Reduce -7.2%
SLV iShares Silver Trust 0.29% 192,590 $6.0M Add +0.7%
IQLT iShares MSCI International Q 0.29% 149,252 $5.9M Add +11.2%
VRP Invesco Variable Rate Prefer 0.28% 240,970 $5.8M Add +5.5%
IGM iShares Expanded Tech Sector 0.28% 64,220 $5.8M Add +2.0%
MAIN Main Street Capital Corp. 0.28% 102,690 $5.8M Reduce -6.0%
IOO iShares Global 100 ETF 0.27% 58,491 $5.6M Add +11.1%
VCSH Vanguard S/T Corp. Bond ETF 0.27% 70,045 $5.5M Reduce -1.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.27% 22,600 $5.5M Add +3.0%
PANW Palo Alto Networks Inc. 0.26% 31,734 $5.4M Add +3.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.26% 65,634 $5.3M Add +0.8%
SO The Southern Co. 0.26% 57,208 $5.3M Add +9.5%
KMI Kinder Morgan Inc. 0.25% 177,850 $5.1M Reduce -11.7%
ARES Ares Management Corp. Class A 0.24% 33,593 $4.9M Reduce -2.9%
XMHQ Invesco S&P Midcap Qual ETF 0.24% 53,795 $4.9M Add +0.2%
PWB Invesco Large Cap Growth ETF 0.24% 51,063 $4.9M Reduce -0.8%
SPHY SS SPDR P High Yield ETF 0.23% 204,556 $4.8M Add +17.4%
CRWD CrowdStrike Holdings Inc. Class A 0.23% 13,400 $4.7M Add +1.0%
GILD Gilead Sciences Inc. 0.23% 41,626 $4.7M Reduce -4.3%
AMGN Amgen Inc. 0.22% 14,709 $4.6M Reduce -5.3%
TRI Thomson Reuters Corp. 0.22% 26,437 $4.6M Reduce -0.1%
XLE SS Energy Select Sector 0.22% 48,376 $4.5M Reduce -4.2%

Show all 619 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $3.7M (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 90,916$3.7MAdd +15.5%

Total filed on the 13F, all lines: $2.1B.

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Reduce -7.2% 2.94% −0.53
QQQ Invesco QQQ Trust Series 1 Reduce -0.3% 3.60% −0.25
TSLA Tesla Inc. Reduce -0.3% 0.42% −0.22
SCHG Schwab US Large-Cap Growth Reduce -7.3% 1.09% −0.19
GIS General Mills Inc. Sold out 0.00% −0.16
SCHA Schwab US Small-Cap ETF Reduce -27.6% 0.32% −0.15
IVV iShares Core S&P 500 ETF Reduce -6.3% 1.32% −0.12
SHY iShares 1-3 Year Treasury Bo Reduce -67.5% 0.06% −0.11
PEY Invesco High Yield Equity Di Reduce -82.5% 0.02% −0.10
SMH Vaneck Semiconductor ETF Reduce -1.8% 0.69% −0.10
CRM Salesforce Inc. Reduce -7.7% 0.30% −0.10
UWM Proshares Ultra RUSSELL2000 Sold out 0.00% −0.08
MOAT Vaneck Morningstar Wide Moat Sold out 0.00% −0.08
AMD Advanced Micro Devices Reduce -1.1% 0.46% −0.07
XMMO Invesco S&P Midcap Momentum Reduce -66.9% 0.03% −0.07
SHOP Shopify Inc. Class A Reduce -2.2% 0.57% −0.06
MRK Merck & Co. Inc. Reduce -10.2% 0.31% −0.06
SOUN Soundhound AI Inc. Class A Reduce -40.9% 0.02% −0.06
FRT Federal Realty Invs Trust Sold out 0.00% −0.06
IWM iShares Russell 2000 ETF Reduce -2.1% 0.58% −0.06
TTD Trade Desk Inc./the Class A Reduce -12.4% 0.04% −0.05
ARES Ares Management Corp. Class A Reduce -2.9% 0.24% −0.05
IJR iShares Core S&P Small-Cap E Reduce -7.2% 0.30% −0.05
VRT Vertiv Holdings Co. Class A Reduce -5.3% 0.07% −0.05
NVO Novo-Nordisk A/S-Spons ADR Reduce -33.7% 0.05% −0.04
VOO Vanguard S&P 500 ETF Reduce -2.8% 0.71% −0.04
TSM Taiwan Semiconductor-SP ADR Reduce -1.7% 0.20% −0.04
TFLO iShares Treasury Floating Ra Reduce -12.7% 0.32% −0.04
DEUS Xtrackers Russell US Multi Sold out 0.00% −0.03
DLR Digital Realty Trust Inc. Reduce -0.4% 0.15% −0.03
IJH iShares Core S&P Midcap ETF Reduce -1.1% 0.57% −0.03
VGSH Vanguard Short-Term Treasury Reduce -33.3% 0.07% −0.03
CALF PCR US SM CP CSH CWS ETF-Usd Sold out 0.00% −0.03
DKNG Draftkings Inc. Class A Reduce -4.2% 0.20% −0.03
LMT Lockheed Martin Corp. Reduce -14.1% 0.11% −0.03
CTM Castellum Inc. Reduce -1.5% 0.03% −0.03
IYW iShares Ustechnology ETF Reduce -2.6% 0.17% −0.02
SCHX Schwab US Large-Cap ETF Reduce -10.7% 0.16% −0.02
AIRR First Trust Rba American Ind Reduce -30.1% 0.04% −0.02
MAIN Main Street Capital Corp. Reduce -6.0% 0.28% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -23.4% 0.08% −0.02
LMBS First Trust Low Duration Opp Reduce -54.3% 0.02% −0.02
EMR Emerson Electric Co. Reduce -0.2% 0.18% −0.02
QQQM Invesco Nasdaq 100 ETF Reduce -4.1% 0.18% −0.02
CDNS Cadence Design SYS Inc. Reduce -5.8% 0.09% −0.02
SPEM State Street SP PTF Em ETF Sold out 0.00% −0.02
DHI D.R. Horton Inc. Reduce -1.9% 0.19% −0.02
SSO Proshares Ultra S&P500 Reduce -14.5% 0.06% −0.02
DGRW Wisdomtree U.S. Quality Divi Reduce -38.7% 0.03% −0.02
PHM Pultegroup Inc. Reduce -23.6% 0.05% −0.02

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +1.3% 1.90% +0.34
BND Vanguard Total Bond Market Add +21.8% 1.56% +0.33
UNP Union Pacific Corp. Add +86.4% 0.41% +0.20
ABBV Abbvie Inc. Add +7.7% 0.79% +0.18
HOOD Robinhood Markets Inc. Class A Add +31.7% 0.44% +0.15
GLD SPDR Gold Shares Add +4.5% 0.68% +0.15
CVX Chevron Corp. Add +6.1% 0.62% +0.13
OWL Blue Owl Capital Inc. New 0.12% +0.12
V Visa Inc. Class A Add +17.1% 0.44% +0.11
GDX Vaneck Gold Miners ETF Add +0.1% 0.38% +0.11
ISRG Intuitive Surgical Inc. Add +18.2% 0.78% +0.10
AER Aercap Holdings NV Add +10.8% 0.53% +0.09
VTI VG Morningstar TS MKT ETF-US Add +21.1% 0.56% +0.08
PPA Invesco Aerospace & Defense New 0.08% +0.08
VTV Vanguard Mrngstr Val ETF-Aui Add +4.0% 0.98% +0.08
OEF iShares S&P 100 ETF Add +179.9% 0.12% +0.08
SPYM Ste STR SPDR PT S&P 500 ETF Add +34.9% 0.32% +0.08
GOVT iShares US Treasury Bond ETF Add +14.0% 0.48% +0.07
SCHJ Schwab 1-5 YR Corp. BND ETF Add +14.9% 0.43% +0.07
RTX RTX Corp. Add +3.5% 0.39% +0.07
SDVY First Trust Smid Cap Rising Add +63.0% 0.19% +0.07
GE General Electric Add +18.6% 0.19% +0.06
JNJ Johnson & Johnson Add +1.5% 0.35% +0.06
IEFA iShares Core MSCI Eafe ETF Add +32.6% 0.17% +0.06
SSD Simpson Manufacturing Co. Inc. New 0.05% +0.05
SO The Southern Co. Add +9.5% 0.26% +0.05
IQLT iShares MSCI International Q Add +11.2% 0.29% +0.05
SLV iShares Silver Trust Add +0.7% 0.29% +0.05
META Meta Platforms Inc. Class A Add +5.0% 0.91% +0.05
LLY Eli Lilly & Co. Add +3.3% 0.39% +0.05
ORLY O'reilly Automotive Inc. Add +1.4% 0.21% +0.04
HEFA Isha Curr Hedged MSCI Eafe Add +0.6% 0.56% +0.04
SPHY SS SPDR P High Yield ETF Add +17.4% 0.23% +0.04
SPMO Invesco S&P 500 Momentum ETF Add +149.9% 0.06% +0.04
SBUX Starbucks Corp. Add +62.2% 0.09% +0.04
SUB iShares Short-Term National Add +138.9% 0.06% +0.04
WFC Wells Fargo & Co. Add +108.4% 0.07% +0.04
ROP Roper Technologies Inc. Add +3.1% 0.22% +0.04
PSA Public Storage Add +181.2% 0.05% +0.04
PG The Procter & Gamble Co. Add +3.3% 0.50% +0.04
WMT Walmart Inc. Add +5.8% 0.68% +0.03
IGSB iShares 1-5Y Inv Grade Corp. Add +5.8% 0.37% +0.03
ING ING Groep N.V.-Sponsored ADR Add +0.6% 0.15% +0.03
COWZ Pacer US Cash Cows 100 ETF Add +6.4% 0.60% +0.03
SCHD Schwab US DVD Equity ETF Add +4.2% 0.37% +0.03
PPG PPG Industries Inc. Add +311.2% 0.04% +0.03
MS Morgan Stanley Add +34.3% 0.14% +0.03
IWP iShares Russell Mid-Cap Grow Add +24.5% 0.19% +0.03
LIN Linde PLC Add +49.6% 0.07% +0.03
CGMU Cap Group Municipal Income New 0.03% +0.03

Notes & Other Activity Q4 2024 → Q1 2025
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 Add +15.5% 90,916 $3.7M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 808$3.2BNVDA, QQQ, AAPL, XOM, AMZN
Q1 2026 761$2.8BNVDA, XOM, AAPL, QQQ, AMZN
Q4 2025 751$2.8BNVDA, AAPL, QQQ, AMZN, MSFT
Q3 2025 706$2.6BNVDA, AAPL, QQQ, MSFT, XOM
Q2 2025 669$2.3BNVDA, QQQ, AAPL, MSFT, XOM
Q1 2025 619$2.1BNVDA, AAPL, XOM, QQQ, AMZN
Q4 2024 624$2.1BNVDA, AAPL, QQQ, XOM, MSFT
Q3 2024 626$2.0BNVDA, AAPL, XOM, QQQ, MSFT
Q2 2024 289$833.0MNVDA, XOM, SPY, JPM, GOOGL
Q1 2024 199$600.7MMSFT, AAPL, AMZN, BRK.B, IVV