Meridian Wealth Advisors as of March 31, 2022
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 211 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $31M | 68k | 453.69 | |
Exxon Mobil Corporation (XOM) | 5.9 | $25M | 307k | 82.59 | |
Apple (AAPL) | 5.3 | $23M | 131k | 174.61 | |
Microsoft Corporation (MSFT) | 4.1 | $18M | 57k | 308.32 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $14M | 31k | 451.66 | |
Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $13M | 173k | 77.57 | |
Gold Tr Ishares New (IAU) | 3.1 | $13M | 361k | 36.83 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 3.0 | $13M | 78k | 168.27 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $11M | 67k | 162.16 | |
Chevron Corporation (CVX) | 1.9 | $8.2M | 51k | 162.84 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.9 | $8.0M | 206k | 38.84 | |
Amazon (AMZN) | 1.8 | $7.8M | 2.4k | 3260.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.3M | 2.3k | 2781.71 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.4 | $6.2M | 13k | 490.49 | |
Select Sector Spdr Tr Technology (XLK) | 1.4 | $6.0M | 38k | 158.93 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $6.0M | 44k | 136.33 | |
UnitedHealth (UNH) | 1.3 | $5.4M | 11k | 509.97 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $5.2M | 22k | 237.84 | |
Devon Energy Corporation (DVN) | 1.2 | $5.0M | 84k | 59.12 | |
Costco Wholesale Corporation (COST) | 1.1 | $4.8M | 8.4k | 575.84 | |
Home Depot (HD) | 1.1 | $4.8M | 16k | 299.30 | |
Visa Com Cl A (V) | 1.1 | $4.6M | 21k | 221.79 | |
Union Pacific Corporation (UNP) | 1.0 | $4.5M | 16k | 273.21 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.4M | 13k | 353.06 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $3.9M | 30k | 128.10 | |
Merck & Co (MRK) | 0.8 | $3.6M | 44k | 82.05 | |
Broadcom (AVGO) | 0.8 | $3.6M | 5.7k | 629.63 | |
Pioneer Natural Resources (PXD) | 0.8 | $3.6M | 14k | 250.02 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.8 | $3.3M | 89k | 37.44 | |
Marathon Petroleum Corp (MPC) | 0.7 | $3.1M | 37k | 85.50 | |
Eaton Corp SHS (ETN) | 0.7 | $3.1M | 21k | 151.75 | |
Allstate Corporation (ALL) | 0.7 | $3.1M | 23k | 138.51 | |
Bank of America Corporation (BAC) | 0.7 | $3.1M | 76k | 41.23 | |
Diageo Spon Adr New (DEO) | 0.7 | $3.1M | 15k | 203.15 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 0.7 | $3.0M | 88k | 33.94 | |
Intercontinental Exchange (ICE) | 0.7 | $3.0M | 23k | 132.12 | |
Edwards Lifesciences (EW) | 0.7 | $3.0M | 25k | 117.70 | |
Johnson & Johnson (JNJ) | 0.7 | $2.8M | 16k | 177.24 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $2.8M | 6.2k | 455.68 | |
salesforce (CRM) | 0.7 | $2.8M | 13k | 212.30 | |
O'reilly Automotive (ORLY) | 0.6 | $2.8M | 4.1k | 685.01 | |
Inhibrx (INBX) | 0.6 | $2.7M | 122k | 22.28 | |
Lauder Estee Cos Cl A (EL) | 0.6 | $2.7M | 9.8k | 272.29 | |
Iqvia Holdings (IQV) | 0.6 | $2.5M | 11k | 231.17 | |
S&p Global (SPGI) | 0.6 | $2.5M | 6.1k | 410.17 | |
NVIDIA Corporation (NVDA) | 0.6 | $2.5M | 9.1k | 272.84 | |
American Tower Reit (AMT) | 0.5 | $2.3M | 9.3k | 251.21 | |
Trane Technologies SHS (TT) | 0.5 | $2.2M | 14k | 152.68 | |
Amgen (AMGN) | 0.5 | $2.2M | 9.0k | 241.86 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.1M | 7.7k | 277.68 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.1M | 762.00 | 2792.65 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $2.1M | 45k | 46.82 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $2.0M | 24k | 82.83 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.5 | $2.0M | 113k | 17.53 | |
Wal-Mart Stores (WMT) | 0.4 | $1.9M | 13k | 148.90 | |
Pepsi (PEP) | 0.4 | $1.9M | 11k | 167.37 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.8M | 10k | 180.63 | |
Honeywell International (HON) | 0.4 | $1.8M | 9.2k | 194.64 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.8M | 23k | 76.36 | |
Raymond James Financial (RJF) | 0.4 | $1.7M | 16k | 109.89 | |
Keysight Technologies (KEYS) | 0.4 | $1.7M | 11k | 157.96 | |
Coca-Cola Company (KO) | 0.4 | $1.6M | 26k | 61.99 | |
Eli Lilly & Co. (LLY) | 0.4 | $1.5M | 5.4k | 286.43 | |
Procter & Gamble Company (PG) | 0.3 | $1.5M | 9.8k | 152.78 | |
Cisco Systems (CSCO) | 0.3 | $1.5M | 27k | 55.76 | |
Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | 3.4k | 441.48 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $1.5M | 11k | 132.04 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.4M | 6.8k | 205.34 | |
Verizon Communications (VZ) | 0.3 | $1.4M | 27k | 50.94 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.3 | $1.3M | 26k | 50.26 | |
Meta Platforms Cl A (META) | 0.3 | $1.3M | 5.8k | 222.30 | |
American Campus Communities | 0.3 | $1.3M | 22k | 55.96 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.2M | 4.9k | 254.27 | |
McDonald's Corporation (MCD) | 0.3 | $1.2M | 5.0k | 247.28 | |
Vanguard World Fds Industrial Etf (VIS) | 0.3 | $1.2M | 6.0k | 194.46 | |
Pfizer (PFE) | 0.3 | $1.2M | 22k | 51.77 | |
Abbott Laboratories (ABT) | 0.3 | $1.1M | 9.7k | 118.40 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | 11k | 103.08 | |
Enterprise Products Partners (EPD) | 0.3 | $1.1M | 43k | 25.80 | |
Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 34.48 | |
Lowe's Companies (LOW) | 0.2 | $1.1M | 5.2k | 202.19 | |
Nike CL B (NKE) | 0.2 | $1.0M | 7.8k | 134.59 | |
Advanced Micro Devices (AMD) | 0.2 | $1.0M | 9.5k | 109.37 | |
Kimbell Rty Partners Unit (KRP) | 0.2 | $1.0M | 63k | 16.26 | |
Medtronic SHS (MDT) | 0.2 | $1.0M | 9.1k | 110.99 | |
Brigham Minerals Cl A Com | 0.2 | $1.0M | 39k | 25.54 | |
Walt Disney Company (DIS) | 0.2 | $985k | 7.2k | 137.22 | |
Chubb (CB) | 0.2 | $974k | 4.6k | 213.88 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $966k | 7.8k | 124.53 | |
Air Products & Chemicals (APD) | 0.2 | $936k | 3.7k | 249.80 | |
Republic Services (RSG) | 0.2 | $903k | 6.8k | 132.52 | |
BlackRock (BLK) | 0.2 | $892k | 1.2k | 764.35 | |
CVS Caremark Corporation (CVS) | 0.2 | $886k | 8.8k | 101.21 | |
Raytheon Technologies Corp (RTX) | 0.2 | $877k | 8.8k | 99.12 | |
Qualcomm (QCOM) | 0.2 | $876k | 5.7k | 152.85 | |
Intel Corporation (INTC) | 0.2 | $817k | 17k | 49.56 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $815k | 8.1k | 101.24 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $811k | 3.6k | 222.92 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $804k | 3.2k | 249.92 | |
United Parcel Service CL B (UPS) | 0.2 | $803k | 3.7k | 214.53 | |
Cme (CME) | 0.2 | $803k | 3.4k | 237.93 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $788k | 15k | 51.22 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $772k | 2.3k | 337.12 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $725k | 12k | 62.81 | |
Danaher Corporation (DHR) | 0.2 | $707k | 2.4k | 293.36 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $692k | 1.9k | 357.44 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $683k | 61k | 11.19 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $677k | 5.3k | 126.90 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $676k | 2.4k | 287.42 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $669k | 18k | 38.34 | |
Thermo Fisher Scientific (TMO) | 0.2 | $664k | 1.1k | 591.27 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $664k | 4.8k | 137.05 | |
Automatic Data Processing (ADP) | 0.2 | $656k | 2.9k | 227.38 | |
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $635k | 6.0k | 106.72 | |
Motorola Solutions Com New (MSI) | 0.1 | $623k | 2.6k | 242.13 | |
SYSCO Corporation (SYY) | 0.1 | $602k | 7.4k | 81.62 | |
International Business Machines (IBM) | 0.1 | $601k | 4.6k | 129.92 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $593k | 28k | 21.53 | |
Paypal Holdings (PYPL) | 0.1 | $588k | 5.1k | 115.66 | |
Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $586k | 18k | 33.29 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $573k | 2.8k | 208.36 | |
Texas Instruments Incorporated (TXN) | 0.1 | $570k | 3.1k | 183.46 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $558k | 29k | 19.02 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $548k | 3.0k | 185.14 | |
ConocoPhillips (COP) | 0.1 | $545k | 5.4k | 100.04 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $540k | 2.4k | 227.66 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $530k | 5.1k | 103.01 | |
American Express Company (AXP) | 0.1 | $519k | 2.8k | 187.09 | |
3M Company (MMM) | 0.1 | $480k | 3.2k | 148.98 | |
Docusign (DOCU) | 0.1 | $472k | 4.4k | 107.15 | |
Analog Devices (ADI) | 0.1 | $463k | 2.8k | 165.12 | |
TJX Companies (TJX) | 0.1 | $459k | 7.6k | 60.56 | |
Bristol Myers Squibb (BMY) | 0.1 | $458k | 6.3k | 72.99 | |
Tesla Motors (TSLA) | 0.1 | $457k | 424.00 | 1077.83 | |
Unilever Spon Adr New (UL) | 0.1 | $456k | 10k | 45.59 | |
Illinois Tool Works (ITW) | 0.1 | $453k | 2.2k | 209.24 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $436k | 11k | 38.37 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $431k | 4.1k | 105.77 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $431k | 7.6k | 56.71 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $419k | 2.8k | 147.85 | |
Crown Castle Intl (CCI) | 0.1 | $418k | 2.3k | 184.55 | |
MercadoLibre (MELI) | 0.1 | $400k | 336.00 | 1190.48 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $396k | 2.5k | 159.16 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $394k | 950.00 | 414.74 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $389k | 2.3k | 166.03 | |
Main Street Capital Corporation (MAIN) | 0.1 | $384k | 9.0k | 42.67 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $368k | 16k | 23.74 | |
Becton, Dickinson and (BDX) | 0.1 | $368k | 1.4k | 266.28 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $368k | 883.00 | 416.76 | |
Diamondback Energy (FANG) | 0.1 | $357k | 2.6k | 136.94 | |
Williams Companies (WMB) | 0.1 | $352k | 11k | 33.45 | |
Marsh & McLennan Companies (MMC) | 0.1 | $349k | 2.0k | 170.66 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $347k | 956.00 | 362.97 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $338k | 6.9k | 49.03 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $337k | 4.2k | 81.17 | |
Constellation Brands Cl A (STZ) | 0.1 | $334k | 1.4k | 230.66 | |
Nextera Energy (NEE) | 0.1 | $331k | 3.9k | 84.78 | |
General Motors Company (GM) | 0.1 | $331k | 7.6k | 43.75 | |
Dollar General (DG) | 0.1 | $321k | 1.4k | 222.45 | |
EOG Resources (EOG) | 0.1 | $321k | 2.7k | 119.42 | |
Abbvie (ABBV) | 0.1 | $320k | 2.0k | 161.94 | |
Bandwidth Com Cl A (BAND) | 0.1 | $316k | 9.8k | 32.38 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $313k | 4.1k | 75.97 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $306k | 4.2k | 72.17 | |
Colgate-Palmolive Company (CL) | 0.1 | $304k | 4.0k | 75.83 | |
Starwood Property Trust (STWD) | 0.1 | $302k | 13k | 24.16 | |
Micron Technology (MU) | 0.1 | $301k | 3.9k | 77.88 | |
Servicenow (NOW) | 0.1 | $301k | 540.00 | 557.41 | |
SM Energy (SM) | 0.1 | $301k | 7.7k | 38.99 | |
CSX Corporation (CSX) | 0.1 | $295k | 7.9k | 37.39 | |
Microchip Technology (MCHP) | 0.1 | $293k | 3.9k | 75.24 | |
Waste Management (WM) | 0.1 | $293k | 1.8k | 158.72 | |
V.F. Corporation (VFC) | 0.1 | $291k | 5.1k | 56.87 | |
Zoetis Cl A (ZTS) | 0.1 | $290k | 1.5k | 188.56 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $288k | 2.3k | 123.23 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $287k | 2.2k | 130.45 | |
Applied Materials (AMAT) | 0.1 | $286k | 2.2k | 131.80 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $285k | 2.7k | 104.28 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $283k | 1.8k | 157.48 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $275k | 3.5k | 78.77 | |
Caterpillar (CAT) | 0.1 | $270k | 1.2k | 222.77 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $268k | 2.4k | 112.32 | |
Target Corporation (TGT) | 0.1 | $265k | 1.2k | 212.51 | |
Linde SHS | 0.1 | $263k | 824.00 | 319.17 | |
Deere & Company (DE) | 0.1 | $258k | 620.00 | 416.13 | |
Invesco SHS (IVZ) | 0.1 | $249k | 11k | 23.06 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $248k | 5.3k | 47.24 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $241k | 2.2k | 107.97 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $239k | 1.3k | 185.42 | |
Netflix (NFLX) | 0.1 | $235k | 628.00 | 374.20 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $232k | 3.8k | 60.89 | |
PNC Financial Services (PNC) | 0.1 | $229k | 1.2k | 184.53 | |
Citigroup Com New (C) | 0.1 | $226k | 4.2k | 53.35 | |
Oracle Corporation (ORCL) | 0.1 | $224k | 2.7k | 82.66 | |
Archrock (AROC) | 0.1 | $220k | 24k | 9.24 | |
Liberty Oilfield Svcs Com Cl A (LBRT) | 0.1 | $219k | 15k | 14.80 | |
Yum! Brands (YUM) | 0.1 | $218k | 1.8k | 118.67 | |
Kinder Morgan (KMI) | 0.0 | $214k | 11k | 18.89 | |
Equinix (EQIX) | 0.0 | $214k | 289.00 | 740.48 | |
Mid-America Apartment (MAA) | 0.0 | $209k | 1.0k | 209.00 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $208k | 3.6k | 58.59 | |
Starbucks Corporation (SBUX) | 0.0 | $203k | 2.2k | 90.99 | |
Ribbon Communication (RBBN) | 0.0 | $200k | 65k | 3.08 | |
Vertex Energy (VTNR) | 0.0 | $199k | 20k | 9.95 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $184k | 10k | 18.40 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $170k | 18k | 9.71 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $159k | 11k | 14.58 | |
Propetro Hldg (PUMP) | 0.0 | $139k | 10k | 13.90 | |
Core Scientific Common Stock | 0.0 | $99k | 12k | 8.19 | |
Tff Pharmaceuticals | 0.0 | $73k | 12k | 6.35 | |
Bgc Partners Cl A | 0.0 | $49k | 11k | 4.41 |