Meridian Wealth Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 211,436 | +211,436 | 0 | 66,179,564 | +66,179,564 |
| ALPS ETF TR | 0 | 832,218 | +832,218 | 0 | 21,695,918 | +21,695,918 |
| META PLATFORMS INC | 0 | 62,772 | +62,772 | 0 | 41,435,283 | +41,435,283 |
| AMAZON COM INC | 0 | 383,810 | +383,810 | 0 | 88,592,545 | +88,592,545 |
| SPDR SERIES TRUST | 0 | 187,100 | +187,100 | 0 | 15,009,192 | +15,009,192 |
| SPDR SERIES TRUST | 0 | 253,390 | +253,390 | 0 | 14,395,066 | +14,395,066 |
| APPLE INC | 0 | 428,805 | +428,805 | 0 | 116,575,008 | +116,575,008 |
| SPDR SERIES TRUST | 0 | 94,548 | +94,548 | 0 | 10,088,220 | +10,088,220 |
| ISHARES TR | 0 | 86,347 | +86,347 | 0 | 9,511,122 | +9,511,122 |
| BONDBLOXX ETF TRUST | 0 | 186,893 | +186,893 | 0 | 9,247,241 | +9,247,241 |
| ADVANCED MICRO DEVICES INC | 0 | 62,803 | +62,803 | 0 | 13,449,815 | +13,449,815 |
| NVIDIA CORPORATION | 0 | 802,078 | +802,078 | 0 | 149,610,200 | +149,610,200 |
| SPDR SERIES TRUST | 0 | 79,170 | +79,170 | 0 | 7,234,550 | +7,234,550 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 319,206 | +319,206 | 0 | 7,108,718 | +7,108,718 |
| ALPHABET INC | 0 | 100,616 | +100,616 | 0 | 31,573,146 | +31,573,146 |
| ELI LILLY & CO | 0 | 13,818 | +13,818 | 0 | 14,850,392 | +14,850,392 |
| JANUS DETROIT STR TR | 0 | 136,190 | +136,190 | 0 | 6,222,521 | +6,222,521 |
| SPDR GOLD TR | 0 | 72,710 | +72,710 | 0 | 28,815,506 | +28,815,506 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 65,974 | +65,974 | 0 | 20,048,954 | +20,048,954 |
| TESLA INC | 0 | 72,015 | +72,015 | 0 | 32,386,534 | +32,386,534 |
| BROADCOM INC | 0 | 132,630 | +132,630 | 0 | 45,903,285 | +45,903,285 |
| SELECT SECTOR SPDR TR | 0 | 28,589 | +28,589 | 0 | 4,425,611 | +4,425,611 |
| INTUITIVE SURGICAL INC | 0 | 34,013 | +34,013 | 0 | 19,263,718 | +19,263,718 |
| EXXON MOBIL CORP | 0 | 676,521 | +676,521 | 0 | 81,412,542 | +81,412,542 |
| PROFESIONALLY MANAGED PORTFO | 0 | 58,294 | +58,294 | 0 | 3,859,986 | +3,859,986 |
| SHOPIFY INC | 0 | 137,081 | +137,081 | 0 | 22,065,929 | +22,065,929 |
| SPDR S&P 500 ETF TR | 0 | 95,187 | +95,187 | 0 | 65,008,048 | +65,008,048 |
| SELECT SECTOR SPDR TR | 0 | 81,023 | +81,023 | 0 | 3,622,276 | +3,622,276 |
| ISHARES SILVER TR | 0 | 181,558 | +181,558 | 0 | 11,695,966 | +11,695,966 |
| ISHARES TR | 0 | 160,770 | +160,770 | 0 | 8,112,457 | +8,112,457 |
| SPDR SERIES TRUST | 0 | 20,243 | +20,243 | 0 | 3,374,506 | +3,374,506 |
| FISERV INC | 0 | 53,155 | +53,155 | 0 | 3,570,421 | +3,570,421 |
| AMPHENOL CORP NEW | 0 | 24,388 | +24,388 | 0 | 3,295,803 | +3,295,803 |
| SPDR SERIES TRUST | 0 | 27,501 | +27,501 | 0 | 2,849,335 | +2,849,335 |
| ASML HOLDING N V | 0 | 4,949 | +4,949 | 0 | 5,294,417 | +5,294,417 |
| CATERPILLAR INC | 0 | 36,278 | +36,278 | 0 | 20,782,637 | +20,782,637 |
| SELECT SECTOR SPDR TR | 0 | 21,898 | +21,898 | 0 | 2,614,827 | +2,614,827 |
| WALMART INC | 0 | 165,062 | +165,062 | 0 | 18,389,993 | +18,389,993 |
| SELECT SECTOR SPDR TR | 0 | 17,060 | +17,060 | 0 | 2,456,191 | +2,456,191 |
| SELECT SECTOR SPDR TR | 0 | 44,533 | +44,533 | 0 | 2,441,177 | +2,441,177 |
| DARDEN RESTAURANTS INC | 0 | 13,062 | +13,062 | 0 | 2,403,669 | +2,403,669 |
| CLOUDFLARE INC | 0 | 19,561 | +19,561 | 0 | 3,856,451 | +3,856,451 |
| ETF SER SOLUTIONS | 0 | 53,641 | +53,641 | 0 | 2,344,098 | +2,344,098 |
| INVESCO EXCHANGE TRADED FD T | 0 | 164,108 | +164,108 | 0 | 11,817,447 | +11,817,447 |
| CITIZENS FINL GROUP INC | 0 | 36,147 | +36,147 | 0 | 2,111,365 | +2,111,365 |
| SELECT SECTOR SPDR TR | 0 | 47,571 | +47,571 | 0 | 2,030,815 | +2,030,815 |
| KLA CORP | 0 | 9,578 | +9,578 | 0 | 11,638,325 | +11,638,325 |
| BONDBLOXX ETF TRUST | 0 | 64,150 | +64,150 | 0 | 3,192,243 | +3,192,243 |
| AERCAP HOLDINGS NV | 0 | 129,211 | +129,211 | 0 | 18,575,373 | +18,575,373 |
| BONDBLOXX ETF TRUST | 0 | 65,904 | +65,904 | 0 | 3,166,304 | +3,166,304 |
| INVESCO EXCH TRADED FD TR II | 0 | 33,152 | +33,152 | 0 | 1,848,872 | +1,848,872 |
| JPMORGAN CHASE & CO. | 0 | 196,938 | +196,938 | 0 | 63,457,446 | +63,457,446 |
| NOVO-NORDISK A S | 0 | 46,335 | +46,335 | 0 | 2,357,514 | +2,357,514 |
| VANECK ETF TRUST | 0 | 11,967 | +11,967 | 0 | 4,309,621 | +4,309,621 |
| SPDR SERIES TRUST | 0 | 62,039 | +62,039 | 0 | 1,597,504 | +1,597,504 |
| SELECT SECTOR SPDR TR | 0 | 20,080 | +20,080 | 0 | 1,559,814 | +1,559,814 |
| PALANTIR TECHNOLOGIES INC | 0 | 134,257 | +134,257 | 0 | 23,864,196 | +23,864,196 |
| VANGUARD TAX-MANAGED FDS | 0 | 100,226 | +100,226 | 0 | 6,262,547 | +6,262,547 |
| MERCK & CO INC | 0 | 72,747 | +72,747 | 0 | 7,657,366 | +7,657,366 |
| VANGUARD WHITEHALL FDS | 0 | 21,684 | +21,684 | 0 | 1,951,557 | +1,951,557 |
| SCHWAB STRATEGIC TR | 0 | 854,002 | +854,002 | 0 | 27,857,532 | +27,857,532 |
| INVESCO QQQ TR | 0 | 162,458 | +162,458 | 0 | 99,799,821 | +99,799,821 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 324,196 | +324,196 | 0 | 5,514,567 | +5,514,567 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 64,581 | +64,581 | 0 | 1,343,285 | +1,343,285 |
| VANGUARD INDEX FDS | 0 | 129,464 | +129,464 | 0 | 24,726,394 | +24,726,394 |
| VISA INC | 0 | 30,762 | +30,762 | 0 | 10,788,549 | +10,788,549 |
| AXSOME THERAPEUTICS INC | 0 | 21,724 | +21,724 | 0 | 3,967,671 | +3,967,671 |
| SPDR SERIES TRUST | 0 | 29,519 | +29,519 | 0 | 1,276,716 | +1,276,716 |
| MICRON TECHNOLOGY INC | 0 | 6,797 | +6,797 | 0 | 1,939,897 | +1,939,897 |
| THE TRADE DESK INC | 0 | 32,542 | +32,542 | 0 | 1,235,293 | +1,235,293 |
| ISHARES TR | 0 | 72,058 | +72,058 | 0 | 1,524,020 | +1,524,020 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 71,745 | +71,745 | 0 | 36,062,461 | +36,062,461 |
| INNODATA INC | 0 | 41,927 | +41,927 | 0 | 2,136,181 | +2,136,181 |
| INVESCO EXCH TRADED FD TR II | 0 | 22,948 | +22,948 | 0 | 5,804,075 | +5,804,075 |
| VANGUARD INDEX FDS | 0 | 54,563 | +54,563 | 0 | 18,293,458 | +18,293,458 |
| VANECK ETF TRUST | 0 | 132,723 | +132,723 | 0 | 11,383,677 | +11,383,677 |
| SPDR SERIES TRUST | 0 | 23,997 | +23,997 | 0 | 1,124,506 | +1,124,506 |
| LAM RESEARCH CORP | 0 | 16,061 | +16,061 | 0 | 2,749,293 | +2,749,293 |
| VANGUARD WHITEHALL FDS | 0 | 32,106 | +32,106 | 0 | 4,607,849 | +4,607,849 |
| JOHNSON & JOHNSON | 0 | 52,902 | +52,902 | 0 | 10,948,222 | +10,948,222 |
| VANGUARD INDEX FDS | 0 | 29,791 | +29,791 | 0 | 18,682,996 | +18,682,996 |
| SELECT SECTOR SPDR TR | 0 | 6,657 | +6,657 | 0 | 1,032,622 | +1,032,622 |
| ISHARES TR | 0 | 12,064 | +12,064 | 0 | 4,137,587 | +4,137,587 |
| VERTIV HOLDINGS CO | 0 | 8,880 | +8,880 | 0 | 1,438,659 | +1,438,659 |
| ETF SER SOLUTIONS | 0 | 42,702 | +42,702 | 0 | 1,215,730 | +1,215,730 |
| NEOS ETF TRUST | 0 | 18,687 | +18,687 | 0 | 1,006,459 | +1,006,459 |
| TJX COS INC NEW | 0 | 16,786 | +16,786 | 0 | 2,578,505 | +2,578,505 |
| TEXAS CAPITAL FUNDS TRUST | 0 | 9,474 | +9,474 | 0 | 949,445 | +949,445 |
| PURE STORAGE INC | 0 | 14,102 | +14,102 | 0 | 944,975 | +944,975 |
| TRACTOR SUPPLY CO | 0 | 30,273 | +30,273 | 0 | 1,513,966 | +1,513,966 |
| INTERNATIONAL BUSINESS MACHS | 0 | 52,635 | +52,635 | 0 | 15,592,695 | +15,592,695 |
| SPDR SERIES TRUST | 0 | 9,473 | +9,473 | 0 | 920,911 | +920,911 |
| ISHARES TR | 0 | 135,886 | +135,886 | 0 | 12,156,351 | +12,156,351 |
| CROWDSTRIKE HLDGS INC | 0 | 16,180 | +16,180 | 0 | 7,584,438 | +7,584,438 |
| VANGUARD SCOTTSDALE FDS | 0 | 92,336 | +92,336 | 0 | 7,361,927 | +7,361,927 |
| VANGUARD INDEX FDS | 0 | 73,777 | +73,777 | 0 | 15,625,160 | +15,625,160 |
| SELECT SECTOR SPDR TR | 0 | 19,138 | +19,138 | 0 | 868,405 | +868,405 |
| SOFI TECHNOLOGIES INC | 0 | 132,084 | +132,084 | 0 | 3,457,959 | +3,457,959 |
| BOSTON SCIENTIFIC CORP | 0 | 14,553 | +14,553 | 0 | 1,387,586 | +1,387,586 |
| VANGUARD SCOTTSDALE FDS | 0 | 94,988 | +94,988 | 0 | 7,955,215 | +7,955,215 |