Meridian Wealth Advisors

Meridian Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 163 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.3 $19M 58k 336.06
Microsoft Corporation (MSFT) 4.9 $11M 54k 210.58
Apple (AAPL) 4.9 $11M 98k 115.81
Exxon Mobil Corporation (XOM) 4.5 $11M 308k 34.33
Ishares Tr Msci Usa Min Vol (USMV) 4.5 $11M 165k 63.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $10M 31k 334.88
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 3.1 $7.3M 246k 29.53
Gold Trust Ishares 3.0 $7.0M 388k 17.99
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $6.4M 50k 128.66
Ishares Tr Msci Usa Mmentm (MTUM) 2.6 $6.2M 42k 147.40
Amazon (AMZN) 2.2 $5.0M 1.6k 3148.47
Select Sector Spdr Tr Technology (XLK) 2.0 $4.7M 40k 116.71
Chevron Corporation (CVX) 1.6 $3.8M 52k 72.00
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.4M 2.3k 1465.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.3M 9.9k 338.83
Home Depot (HD) 1.3 $3.1M 11k 277.72
Amgen (AMGN) 1.2 $2.7M 11k 254.14
UnitedHealth (UNH) 1.1 $2.6M 8.2k 311.72
Visa Com Cl A (V) 1.1 $2.5M 12k 200.00
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.3M 13k 177.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.3M 11k 212.93
Facebook Cl A (META) 1.0 $2.3M 8.6k 261.94
JPMorgan Chase & Co. (JPM) 0.9 $2.1M 22k 96.29
salesforce (CRM) 0.9 $2.1M 8.5k 251.30
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.8 $1.8M 67k 27.30
Union Pacific Corporation (UNP) 0.8 $1.8M 9.2k 196.91
Merck & Co (MRK) 0.8 $1.8M 21k 82.97
Verizon Communications (VZ) 0.8 $1.8M 30k 59.47
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $1.7M 63k 27.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $1.7M 19k 92.40
Bank of America Corporation (BAC) 0.7 $1.7M 71k 24.10
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.7M 10k 163.31
Costco Wholesale Corporation (COST) 0.7 $1.6M 4.6k 354.92
Johnson & Johnson (JNJ) 0.7 $1.6M 11k 148.86
Wal-Mart Stores (WMT) 0.7 $1.6M 11k 139.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.5M 6.8k 216.94
American Campus Communities 0.6 $1.5M 42k 34.93
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 2.9k 490.50
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.6 $1.4M 103k 13.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.4M 5.9k 231.03
Comcast Corp Cl A (CMCSA) 0.6 $1.3M 28k 46.26
Medtronic SHS (MDT) 0.5 $1.3M 12k 103.94
Lauder Estee Cos Cl A (EL) 0.5 $1.2M 5.7k 218.22
Eaton Corp SHS (ETN) 0.5 $1.2M 12k 102.04
O'reilly Automotive (ORLY) 0.5 $1.2M 2.5k 460.99
Intercontinental Exchange (ICE) 0.5 $1.2M 12k 100.09
Honeywell International (HON) 0.5 $1.1M 6.8k 164.68
Broadcom (AVGO) 0.5 $1.1M 3.0k 364.47
Air Products & Chemicals (APD) 0.5 $1.1M 3.6k 297.92
Lockheed Martin Corporation (LMT) 0.4 $1.0M 2.7k 383.23
McDonald's Corporation (MCD) 0.4 $989k 4.5k 219.53
American Tower Reit (AMT) 0.4 $978k 4.0k 241.78
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $972k 27k 36.44
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $965k 5.5k 176.22
Cisco Systems (CSCO) 0.4 $955k 24k 39.38
Ishares Tr U.s. Tech Etf (IYW) 0.4 $951k 3.2k 300.95
Motorola Solutions Com New (MSI) 0.4 $907k 5.8k 156.76
Thermo Fisher Scientific (TMO) 0.4 $903k 2.0k 441.35
Allstate Corporation (ALL) 0.4 $878k 9.3k 94.19
Procter & Gamble Company (PG) 0.4 $840k 6.0k 139.00
Lowe's Companies (LOW) 0.4 $825k 5.0k 165.90
NVIDIA Corporation (NVDA) 0.3 $812k 1.5k 541.33
Abbott Laboratories (ABT) 0.3 $808k 7.4k 108.82
Becton, Dickinson and (BDX) 0.3 $801k 3.4k 232.58
Raymond James Financial (RJF) 0.3 $753k 10k 72.80
Vanguard Index Fds Growth Etf (VUG) 0.3 $727k 3.2k 227.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $727k 2.6k 277.91
TJX Companies (TJX) 0.3 $725k 13k 55.68
Alphabet Cap Stk Cl C (GOOG) 0.3 $722k 491.00 1470.47
Ishares Tr Russell 2000 Etf (IWM) 0.3 $716k 4.8k 149.79
Vanguard World Fds Health Car Etf (VHT) 0.3 $716k 3.5k 203.99
Mondelez Intl Cl A (MDLZ) 0.3 $701k 12k 57.44
Trane Technologies SHS (TT) 0.3 $685k 5.6k 121.28
Danaher Corporation (DHR) 0.3 $682k 3.2k 215.41
Accenture Plc Ireland Shs Class A (ACN) 0.3 $673k 3.0k 225.91
Pepsi (PEP) 0.3 $670k 4.8k 138.52
Intel Corporation (INTC) 0.3 $665k 13k 51.77
Nike CL B (NKE) 0.3 $659k 5.3k 125.45
Coca-Cola Company (KO) 0.3 $651k 13k 49.35
Iqvia Holdings (IQV) 0.3 $646k 4.1k 157.60
Diageo Spon Adr New (DEO) 0.3 $634k 4.6k 137.77
Republic Services (RSG) 0.3 $609k 6.5k 93.35
Disney Walt Com Disney (DIS) 0.3 $608k 4.9k 124.08
Ishares Tr Rus 1000 Etf (IWB) 0.3 $602k 3.2k 187.13
Eli Lilly & Co. (LLY) 0.2 $581k 3.9k 148.06
Enterprise Products Partners (EPD) 0.2 $577k 37k 15.79
Advanced Micro Devices (AMD) 0.2 $571k 7.0k 82.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $568k 3.3k 170.37
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $567k 3.1k 180.23
Tesla Motors (TSLA) 0.2 $562k 1.3k 429.01
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $557k 30k 18.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $547k 5.2k 105.50
Ihs Markit SHS 0.2 $539k 6.9k 78.46
Kansas City Southern Com New 0.2 $529k 2.9k 180.73
Cme (CME) 0.2 $528k 3.2k 167.41
3M Company (MMM) 0.2 $505k 3.2k 160.11
Pfizer (PFE) 0.2 $502k 14k 36.67
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $500k 6.0k 84.03
International Business Machines (IBM) 0.2 $485k 4.0k 121.74
Chubb (CB) 0.2 $483k 4.2k 116.02
BlackRock (BLK) 0.2 $468k 831.00 563.18
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $442k 3.0k 146.84
SYSCO Corporation (SYY) 0.2 $442k 7.1k 62.23
Texas Instruments Incorporated (TXN) 0.2 $439k 3.1k 142.67
At&t (T) 0.2 $435k 15k 28.48
Netflix (NFLX) 0.2 $431k 862.00 500.00
Vanguard Index Fds Large Cap Etf (VV) 0.2 $430k 2.8k 156.36
Fidelity National Information Services (FIS) 0.2 $413k 2.8k 147.13
United Parcel Service CL B (UPS) 0.2 $406k 2.4k 166.53
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $396k 5.1k 76.97
Automatic Data Processing (ADP) 0.2 $390k 2.8k 139.49
Unilever N V N Y Shs New 0.2 $376k 6.2k 60.35
Illinois Tool Works (ITW) 0.2 $374k 1.9k 193.18
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $370k 68k 5.42
Mastercard Incorporated Cl A (MA) 0.2 $351k 1.0k 338.15
Ribbon Communication (RBBN) 0.1 $348k 90k 3.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $346k 4.3k 80.00
Dollar General (DG) 0.1 $340k 1.6k 209.75
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $340k 14k 24.09
Sherwin-Williams Company (SHW) 0.1 $338k 486.00 695.47
Kimberly-Clark Corporation (KMB) 0.1 $330k 2.2k 147.52
Paypal Holdings (PYPL) 0.1 $328k 1.7k 196.88
Qualcomm (QCOM) 0.1 $327k 2.8k 117.71
Blackstone Group Com Cl A (BX) 0.1 $315k 6.0k 52.20
Astrazeneca Sponsored Adr (AZN) 0.1 $310k 5.7k 54.85
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $303k 1.0k 294.17
Zoetis Cl A (ZTS) 0.1 $300k 1.8k 165.56
Vanguard World Mega Cap Index (MGC) 0.1 $298k 2.5k 119.77
Vanguard Index Fds Value Etf (VTV) 0.1 $293k 2.8k 104.38
Raytheon Technologies Corp (RTX) 0.1 $288k 5.0k 57.59
Ishares Tr Nasdaq Biotech (IBB) 0.1 $288k 2.1k 135.53
Northrop Grumman Corporation (NOC) 0.1 $284k 901.00 315.21
Nextera Energy (NEE) 0.1 $279k 1.0k 277.89
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $278k 894.00 310.96
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $274k 12k 22.83
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $269k 4.0k 68.02
Servicenow (NOW) 0.1 $267k 550.00 485.45
Bristol Myers Squibb (BMY) 0.1 $266k 4.4k 60.32
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $264k 4.1k 64.08
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $263k 14k 19.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $261k 2.2k 118.05
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $253k 4.1k 61.92
Equinix (EQIX) 0.1 $248k 326.00 760.74
American Express Company (AXP) 0.1 $247k 2.5k 100.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $245k 796.00 307.79
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $241k 10k 23.51
CVS Caremark Corporation (CVS) 0.1 $225k 3.9k 58.32
Rockwell Automation (ROK) 0.1 $224k 1.0k 221.13
Crown Castle Intl (CCI) 0.1 $217k 1.3k 166.28
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $217k 5.2k 41.72
V.F. Corporation (VFC) 0.1 $214k 3.1k 70.14
Tff Pharmaceuticals 0.1 $212k 12k 18.43
Zoom Video Communications In Cl A (ZM) 0.1 $201k 428.00 469.63
Duke Energy Corp Com New (DUK) 0.1 $200k 2.3k 88.65
CSX Corporation (CSX) 0.1 $197k 2.5k 77.71
Invesco SHS (IVZ) 0.1 $181k 16k 11.40
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $146k 10k 14.60
Brigham Minerals Cl A Com 0.1 $137k 15k 8.90
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $129k 18k 7.37
Archrock (AROC) 0.1 $128k 24k 5.38
Liberty Oilfield Svcs Com Cl A (LBRT) 0.1 $118k 15k 7.97
Orbcomm 0.0 $37k 11k 3.36
Bgc Partners Cl A 0.0 $34k 14k 2.41