Meridian Wealth Advisors

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