Meridian Wealth Advisors

Meridian Wealth Advisors as of March 31, 2021

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 184 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.9 $24M 60k 397.81
Exxon Mobil Corporation (XOM) 5.7 $17M 309k 55.83
Apple (AAPL) 4.8 $14M 118k 122.15
Microsoft Corporation (MSFT) 4.0 $12M 52k 235.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $12M 31k 396.33
Ishares Tr Msci Usa Min Vol (USMV) 3.9 $12M 171k 69.19
Ishares Tr Msci Usa Mmentm (MTUM) 2.9 $8.8M 55k 160.87
Gold Tr Ishares 2.6 $8.0M 490k 16.26
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $7.9M 54k 147.07
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.5 $7.5M 216k 34.74
Chevron Corporation (CVX) 2.2 $6.7M 64k 104.79
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.8 $5.4M 11k 476.05
Amazon (AMZN) 1.7 $5.2M 1.7k 3093.79
JPMorgan Chase & Co. (JPM) 1.7 $5.0M 33k 152.24
Select Sector Spdr Tr Technology (XLK) 1.5 $4.6M 35k 132.82
Alphabet Cap Stk Cl A (GOOGL) 1.3 $4.0M 1.9k 2062.47
Home Depot (HD) 1.2 $3.6M 12k 305.21
Visa Com Cl A (V) 1.1 $3.3M 15k 211.71
UnitedHealth (UNH) 1.1 $3.2M 8.7k 372.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $2.8M 24k 118.04
Union Pacific Corporation (UNP) 0.9 $2.8M 13k 220.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.7M 11k 255.47
Bank of America Corporation (BAC) 0.9 $2.7M 71k 38.69
Amgen (AMGN) 0.9 $2.7M 11k 248.79
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.4M 74k 32.97
Eaton Corp SHS (ETN) 0.8 $2.4M 17k 138.26
Merck & Co (MRK) 0.8 $2.3M 30k 77.10
American Campus Communities 0.8 $2.3M 54k 43.16
Lauder Estee Cos Cl A (EL) 0.7 $2.2M 7.5k 290.93
Costco Wholesale Corporation (COST) 0.7 $2.1M 6.0k 352.50
salesforce (CRM) 0.7 $2.1M 9.9k 211.82
Allstate Corporation (ALL) 0.7 $2.0M 18k 114.90
Broadcom (AVGO) 0.7 $2.0M 4.3k 463.67
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.7 $2.0M 57k 34.80
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.0M 8.9k 221.30
Intercontinental Exchange (ICE) 0.6 $1.9M 17k 111.67
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $1.9M 11k 178.24
Johnson & Johnson (JNJ) 0.6 $1.8M 11k 164.38
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.6 $1.8M 103k 17.23
Trane Technologies SHS (TT) 0.6 $1.7M 11k 165.51
Comcast Corp Cl A (CMCSA) 0.6 $1.7M 32k 54.11
Facebook Cl A (META) 0.6 $1.7M 5.7k 294.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 6.9k 243.11
Verizon Communications (VZ) 0.6 $1.7M 29k 58.16
Diageo Spon Adr New (DEO) 0.5 $1.6M 10k 164.26
Becton, Dickinson and (BDX) 0.5 $1.6M 6.7k 243.22
Adobe Systems Incorporated (ADBE) 0.5 $1.6M 3.4k 475.24
Pioneer Natural Resources (PXD) 0.5 $1.6M 10k 158.83
American Tower Reit (AMT) 0.5 $1.6M 6.6k 239.11
Iqvia Holdings (IQV) 0.5 $1.6M 8.0k 193.16
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.5M 9.7k 159.93
Wal-Mart Stores (WMT) 0.5 $1.5M 11k 135.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.5M 24k 65.12
O'reilly Automotive (ORLY) 0.5 $1.5M 3.0k 507.28
Ihs Markit SHS 0.5 $1.5M 16k 96.79
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.5M 6.7k 220.92
Honeywell International (HON) 0.5 $1.4M 6.7k 217.03
Marathon Petroleum Corp (MPC) 0.4 $1.3M 25k 53.49
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.3M 33k 38.39
Raymond James Financial (RJF) 0.4 $1.3M 10k 122.58
Vanguard World Fds Industrial Etf (VIS) 0.4 $1.2M 6.5k 189.29
Cisco Systems (CSCO) 0.4 $1.2M 23k 51.70
Edwards Lifesciences (EW) 0.4 $1.1M 14k 83.62
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.1M 13k 87.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $1.1M 7.8k 135.45
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.0M 4.6k 228.68
Air Products & Chemicals (APD) 0.3 $1.0M 3.6k 281.32
Keysight Technologies (KEYS) 0.3 $991k 6.9k 143.37
McDonald's Corporation (MCD) 0.3 $989k 4.4k 224.21
Alphabet Cap Stk Cl C (GOOG) 0.3 $983k 475.00 2069.47
Walt Disney Company (DIS) 0.3 $969k 5.3k 184.57
Coca-Cola Company (KO) 0.3 $940k 18k 52.69
Enterprise Products Partners (EPD) 0.3 $887k 40k 22.03
Abbott Laboratories (ABT) 0.3 $856k 7.1k 119.80
Lockheed Martin Corporation (LMT) 0.3 $853k 2.3k 369.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $847k 3.9k 214.59
Pepsi (PEP) 0.3 $822k 5.8k 141.38
Vanguard Index Fds Growth Etf (VUG) 0.3 $820k 3.2k 256.89
Procter & Gamble Company (PG) 0.3 $766k 5.7k 135.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $756k 2.4k 318.99
General Motors Company (GM) 0.3 $755k 13k 57.45
Ishares Tr Rus 1000 Etf (IWB) 0.2 $720k 3.2k 223.81
Ishares Tr Tips Bd Etf (TIP) 0.2 $714k 5.7k 125.55
Eli Lilly & Co. (LLY) 0.2 $700k 3.7k 186.92
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $694k 29k 24.29
Nike CL B (NKE) 0.2 $691k 5.2k 132.83
NVIDIA Corporation (NVDA) 0.2 $687k 1.3k 533.80
Chubb (CB) 0.2 $677k 4.3k 157.99
Republic Services (RSG) 0.2 $662k 6.7k 99.34
Cme (CME) 0.2 $659k 3.2k 204.21
Medtronic SHS (MDT) 0.2 $648k 5.5k 118.20
Advanced Micro Devices (AMD) 0.2 $636k 8.1k 78.52
International Business Machines (IBM) 0.2 $634k 4.8k 133.17
SYSCO Corporation (SYY) 0.2 $621k 7.9k 78.68
Kansas City Southern Com New 0.2 $618k 2.3k 263.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $605k 5.2k 116.68
Intel Corporation (INTC) 0.2 $598k 9.3k 63.98
BlackRock (BLK) 0.2 $596k 790.00 754.43
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $581k 6.0k 97.65
Texas Instruments Incorporated (TXN) 0.2 $560k 3.0k 188.87
Mondelez Intl Cl A (MDLZ) 0.2 $550k 9.4k 58.52
Ribbon Communication (RBBN) 0.2 $533k 65k 8.22
3M Company (MMM) 0.2 $518k 2.7k 192.57
Automatic Data Processing (ADP) 0.2 $513k 2.7k 188.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $513k 67k 7.68
Vanguard Index Fds Large Cap Etf (VV) 0.2 $510k 2.8k 185.45
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $507k 5.1k 98.54
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $506k 3.0k 168.11
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.2 $502k 8.7k 57.83
At&t (T) 0.2 $483k 16k 30.25
Motorola Solutions Com New (MSI) 0.2 $480k 2.6k 188.24
Pfizer (PFE) 0.2 $479k 13k 36.24
Accenture Plc Ireland Shs Class A (ACN) 0.2 $475k 1.7k 276.16
Brigham Minerals Cl A Com 0.2 $471k 32k 14.65
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $468k 14k 34.02
Qualcomm (QCOM) 0.2 $462k 3.5k 132.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $461k 2.2k 206.91
TJX Companies (TJX) 0.1 $450k 6.8k 66.19
Blackstone Group Inc Com Cl A (BX) 0.1 $429k 5.8k 74.54
CVS Caremark Corporation (CVS) 0.1 $424k 5.6k 75.28
Illinois Tool Works (ITW) 0.1 $416k 1.9k 221.51
Lowe's Companies (LOW) 0.1 $405k 2.1k 190.23
Invesco SHS (IVZ) 0.1 $400k 16k 25.20
Unilever Spon Adr New (UL) 0.1 $395k 7.1k 55.87
Kimberly-Clark Corporation (KMB) 0.1 $394k 2.8k 138.88
United Parcel Service CL B (UPS) 0.1 $393k 2.3k 169.91
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $381k 16k 24.58
Vanguard Index Fds Value Etf (VTV) 0.1 $373k 2.8k 131.52
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $370k 4.1k 90.80
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $363k 11k 32.50
Vanguard World Mega Cap Index (MGC) 0.1 $349k 2.5k 140.27
Starwood Property Trust (STWD) 0.1 $346k 14k 24.71
American Express Company (AXP) 0.1 $341k 2.4k 141.44
Raytheon Technologies Corp (RTX) 0.1 $336k 4.4k 77.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $332k 2.2k 151.53
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $332k 17k 20.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $329k 902.00 364.75
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $321k 895.00 358.66
Ishares Tr Nasdaq Biotech (IBB) 0.1 $320k 2.1k 150.59
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $303k 4.1k 73.74
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $283k 3.3k 87.08
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $281k 4.1k 68.20
Tesla Motors (TSLA) 0.1 $279k 417.00 669.06
ConocoPhillips (COP) 0.1 $274k 5.2k 52.88
Servicenow (NOW) 0.1 $270k 540.00 500.00
Caterpillar (CAT) 0.1 $268k 1.2k 232.03
Valero Energy Corporation (VLO) 0.1 $267k 3.7k 71.64
Nxp Semiconductors N V (NXPI) 0.1 $261k 1.3k 201.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $255k 3.5k 73.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $255k 1.8k 141.90
V.F. Corporation (VFC) 0.1 $252k 3.2k 79.77
Netflix (NFLX) 0.1 $251k 482.00 520.75
Mastercard Incorporated Cl A (MA) 0.1 $244k 686.00 355.69
Bristol Myers Squibb (BMY) 0.1 $243k 3.9k 63.03
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $242k 2.2k 108.57
CSX Corporation (CSX) 0.1 $241k 2.5k 96.40
Citigroup Com New (C) 0.1 $236k 3.2k 72.73
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $236k 3.2k 72.95
Thermo Fisher Scientific (TMO) 0.1 $236k 516.00 457.36
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $234k 5.3k 44.57
Williams Companies (WMB) 0.1 $231k 9.7k 23.74
Microchip Technology (MCHP) 0.1 $231k 1.5k 155.56
Micron Technology (MU) 0.1 $229k 2.6k 88.08
Archrock (AROC) 0.1 $226k 24k 9.50
Nextera Energy (NEE) 0.1 $225k 3.0k 75.50
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $225k 5.2k 43.37
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $225k 5.3k 42.86
Paypal Holdings (PYPL) 0.1 $224k 923.00 242.69
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $222k 10k 21.66
Equinix (EQIX) 0.1 $218k 321.00 679.13
Kinder Morgan (KMI) 0.1 $214k 13k 16.67
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $210k 635.00 330.71
Phillips 66 (PSX) 0.1 $210k 2.6k 81.40
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $204k 901.00 226.42
Crown Castle Intl (CCI) 0.1 $204k 1.2k 172.15
Synchrony Financial (SYF) 0.1 $201k 5.0k 40.61
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $200k 3.9k 50.83
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $168k 10k 16.80
Liberty Oilfield Svcs Com Cl A (LBRT) 0.1 $167k 15k 11.28
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $163k 18k 9.31
Tff Pharmaceuticals 0.1 $156k 12k 13.57
Kimbell Rty Partners Unit (KRP) 0.0 $124k 12k 10.12
Orbcomm 0.0 $84k 11k 7.64
Bgc Partners Cl A 0.0 $68k 14k 4.82