Meridian Wealth Advisors

Meridian Wealth Advisors as of June 30, 2022

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 195 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.2 $35M 91k 379.16
Exxon Mobil Corporation (XOM) 7.6 $29M 332k 85.64
Apple (AAPL) 4.3 $16M 119k 136.72
Microsoft Corporation (MSFT) 4.0 $15M 58k 256.82
Ishares Gold Tr Ishares New (IAU) 3.4 $13M 373k 34.31
Ishares Tr Msci Usa Min Vol (USMV) 3.3 $12M 175k 70.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $10M 26k 377.27
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $9.0M 63k 143.46
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.1 $7.7M 206k 37.56
Chevron Corporation (CVX) 1.9 $7.3M 50k 144.77
Amazon (AMZN) 1.5 $5.7M 53k 106.21
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $5.4M 13k 413.52
UnitedHealth (UNH) 1.4 $5.3M 10k 513.61
JPMorgan Chase & Co. (JPM) 1.4 $5.3M 47k 112.60
Alphabet Cap Stk Cl A (GOOGL) 1.3 $5.0M 2.3k 2179.87
Home Depot (HD) 1.3 $4.8M 18k 274.27
Devon Energy Corporation (DVN) 1.3 $4.8M 86k 55.11
Spdr Ser Tr S&p Divid Etf (SDY) 1.2 $4.6M 39k 118.68
Visa Com Cl A (V) 1.2 $4.5M 23k 196.91
Merck & Co (MRK) 1.1 $4.3M 47k 91.16
Costco Wholesale Corporation (COST) 1.1 $4.3M 8.9k 479.24
Union Pacific Corporation (UNP) 1.1 $4.1M 19k 213.29
Select Sector Spdr Tr Technology (XLK) 1.0 $3.7M 29k 127.13
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.5M 18k 196.99
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $3.4M 100k 33.55
Pioneer Natural Resources (PXD) 0.9 $3.3M 15k 223.06
Allstate Corporation (ALL) 0.9 $3.3M 26k 126.71
Johnson & Johnson (JNJ) 0.9 $3.2M 18k 177.53
Marathon Petroleum Corp (MPC) 0.8 $3.1M 38k 82.20
O'reilly Automotive (ORLY) 0.8 $3.0M 4.7k 631.82
Diageo Spon Adr New (DEO) 0.8 $2.9M 17k 174.11
Broadcom (AVGO) 0.8 $2.9M 5.9k 485.84
Lauder Estee Cos Cl A (EL) 0.7 $2.8M 11k 254.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $2.8M 87k 31.82
Eaton Corp SHS (ETN) 0.7 $2.7M 22k 125.97
American Tower Reit (AMT) 0.7 $2.7M 11k 255.55
Intercontinental Exchange (ICE) 0.7 $2.5M 27k 94.03
S&p Global (SPGI) 0.7 $2.5M 7.5k 337.04
Edwards Lifesciences (EW) 0.7 $2.5M 26k 95.10
Iqvia Holdings (IQV) 0.6 $2.4M 11k 216.99
Adobe Systems Incorporated (ADBE) 0.6 $2.4M 6.6k 366.08
Bank of America Corporation (BAC) 0.6 $2.3M 75k 31.13
salesforce (CRM) 0.6 $2.3M 14k 165.04
Eli Lilly & Co. (LLY) 0.6 $2.3M 7.0k 324.23
Pepsi (PEP) 0.6 $2.2M 13k 166.63
Trane Technologies SHS (TT) 0.6 $2.1M 17k 129.87
Amgen (AMGN) 0.6 $2.1M 8.7k 243.29
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.0M 933.00 2187.57
Comcast Corp Cl A (CMCSA) 0.5 $1.9M 50k 39.23
Honeywell International (HON) 0.5 $1.8M 10k 173.84
Procter & Gamble Company (PG) 0.5 $1.7M 12k 143.79
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.7M 10k 168.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.7M 7.6k 218.75
Lockheed Martin Corporation (LMT) 0.4 $1.6M 3.8k 429.99
Wal-Mart Stores (WMT) 0.4 $1.6M 14k 121.59
Air Products & Chemicals (APD) 0.4 $1.6M 6.6k 240.48
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.4 $1.6M 119k 13.11
Keysight Technologies (KEYS) 0.4 $1.5M 11k 137.81
Brigham Minerals Cl A Com 0.4 $1.5M 60k 24.64
Kimbell Rty Partners Unit (KRP) 0.4 $1.5M 93k 15.69
Coca-Cola Company (KO) 0.4 $1.4M 23k 62.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.4M 23k 60.33
Raymond James Financial (RJF) 0.4 $1.4M 16k 89.40
Inhibrx (INBX) 0.4 $1.4M 122k 11.35
Pfizer (PFE) 0.4 $1.3M 26k 52.42
McDonald's Corporation (MCD) 0.3 $1.3M 5.3k 246.86
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.3M 11k 114.90
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $1.3M 25k 50.08
Cisco Systems (CSCO) 0.3 $1.3M 30k 42.63
Verizon Communications (VZ) 0.3 $1.2M 24k 50.74
Abbott Laboratories (ABT) 0.3 $1.2M 11k 108.64
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.2M 5.0k 235.45
Lowe's Companies (LOW) 0.3 $1.2M 6.6k 174.66
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.1M 16k 68.34
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.1M 31k 34.54
Enterprise Products Partners (EPD) 0.3 $1.0M 43k 24.37
Raytheon Technologies Corp (RTX) 0.3 $997k 10k 96.15
NVIDIA Corporation (NVDA) 0.3 $972k 6.4k 151.59
Chubb (CB) 0.3 $956k 4.9k 196.67
Thermo Fisher Scientific (TMO) 0.3 $949k 1.7k 543.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $942k 3.4k 280.19
Mastercard Incorporated Cl A (MA) 0.2 $939k 3.0k 315.42
Qualcomm (QCOM) 0.2 $907k 7.1k 127.80
Republic Services (RSG) 0.2 $890k 6.8k 130.88
Danaher Corporation (DHR) 0.2 $879k 3.5k 253.68
Ishares Tr U.s. Tech Etf (IYW) 0.2 $873k 11k 79.99
At&t (T) 0.2 $865k 41k 20.96
American Campus Communities 0.2 $858k 13k 64.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $857k 2.5k 346.96
BlackRock (BLK) 0.2 $841k 1.4k 608.98
International Business Machines (IBM) 0.2 $803k 5.7k 141.15
Mondelez Intl Cl A (MDLZ) 0.2 $803k 13k 62.07
United Parcel Service CL B (UPS) 0.2 $796k 4.4k 182.44
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $779k 16k 50.15
Ishares Tr Russell 2000 Etf (IWM) 0.2 $763k 4.5k 169.33
Cme (CME) 0.2 $743k 3.6k 204.80
Advanced Micro Devices (AMD) 0.2 $733k 9.6k 76.51
Analog Devices (ADI) 0.2 $729k 5.0k 146.09
Starwood Property Trust (STWD) 0.2 $679k 33k 20.89
Intel Corporation (INTC) 0.2 $671k 18k 37.41
Ishares Tr Rus 1000 Etf (IWB) 0.2 $668k 3.2k 207.65
CVS Caremark Corporation (CVS) 0.2 $668k 7.2k 92.65
Meta Platforms Cl A (META) 0.2 $668k 4.1k 161.27
Medtronic SHS (MDT) 0.2 $666k 7.4k 89.73
Ishares Tr Tips Bd Etf (TIP) 0.2 $629k 5.5k 113.87
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $621k 4.8k 128.17
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $609k 61k 9.97
Nike CL B (NKE) 0.2 $601k 5.9k 102.23
Motorola Solutions Com New (MSI) 0.2 $598k 2.9k 209.75
SYSCO Corporation (SYY) 0.2 $595k 7.0k 84.70
Automatic Data Processing (ADP) 0.2 $589k 2.8k 210.06
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $569k 4.2k 136.29
Bristol Myers Squibb (BMY) 0.1 $551k 7.2k 77.06
Select Sector Spdr Tr Financial (XLF) 0.1 $541k 17k 31.44
Vanguard World Fds Industrial Etf (VIS) 0.1 $536k 3.3k 163.46
Vertex Energy Call Call Option (Principal) (VTNR) 0.1 $525k 50k 10.50
Vanguard Index Fds Growth Etf (VUG) 0.1 $524k 2.4k 222.79
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $524k 6.0k 88.07
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $491k 26k 19.03
ConocoPhillips (COP) 0.1 $490k 5.5k 89.89
Dollar General (DG) 0.1 $487k 2.0k 245.71
Texas Instruments Incorporated (TXN) 0.1 $486k 3.2k 153.55
Constellation Brands Cl A (STZ) 0.1 $480k 2.1k 233.24
Blackstone Group Inc Com Cl A (BX) 0.1 $478k 5.2k 91.31
Accenture Plc Ireland Shs Class A (ACN) 0.1 $477k 1.7k 277.65
Vanguard Index Fds Large Cap Etf (VV) 0.1 $474k 2.8k 172.36
Colgate-Palmolive Company (CL) 0.1 $470k 5.9k 80.12
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $449k 5.1k 87.27
Crown Castle Intl (CCI) 0.1 $449k 2.7k 168.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $448k 2.4k 188.79
Occidental Petroleum Corporation (OXY) 0.1 $437k 7.4k 58.82
Block Cl A (SQ) 0.1 $435k 7.1k 61.41
Zoetis Cl A (ZTS) 0.1 $417k 2.4k 172.03
Walt Disney Company (DIS) 0.1 $410k 4.3k 94.32
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $407k 3.0k 137.50
TJX Companies (TJX) 0.1 $401k 7.2k 55.91
Illinois Tool Works (ITW) 0.1 $395k 2.2k 182.45
American Express Company (AXP) 0.1 $385k 2.8k 138.79
3M Company (MMM) 0.1 $377k 2.9k 129.46
Vanguard Index Fds Value Etf (VTV) 0.1 $374k 2.8k 131.97
Becton, Dickinson and (BDX) 0.1 $372k 1.5k 246.85
PNC Financial Services (PNC) 0.1 $364k 2.3k 157.58
Main Street Capital Corporation (MAIN) 0.1 $347k 9.0k 38.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $341k 4.1k 83.68
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $340k 16k 21.93
Williams Companies (WMB) 0.1 $331k 11k 31.25
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $329k 6.9k 47.72
Vanguard World Mega Cap Index (MGC) 0.1 $328k 2.5k 131.83
Marsh & McLennan Companies (MMC) 0.1 $318k 2.0k 155.20
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $311k 11k 27.37
Tesla Motors (TSLA) 0.1 $310k 460.00 673.91
Diamondback Energy (FANG) 0.1 $307k 2.5k 121.25
Steris Shs Usd (STE) 0.1 $306k 1.5k 206.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $304k 2.1k 144.83
Kimberly-Clark Corporation (KMB) 0.1 $302k 2.2k 135.00
MercadoLibre (MELI) 0.1 $299k 469.00 637.53
Nextera Energy (NEE) 0.1 $299k 3.9k 77.34
EOG Resources (EOG) 0.1 $298k 2.7k 110.29
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $297k 4.1k 72.09
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $289k 884.00 326.92
Waste Management (WM) 0.1 $282k 1.8k 152.76
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $278k 3.4k 81.64
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $277k 4.2k 66.51
Docusign (DOCU) 0.1 $271k 4.7k 57.31
Abbvie (ABBV) 0.1 $270k 1.8k 153.32
SM Energy (SM) 0.1 $264k 7.7k 34.20
Palo Alto Networks (PANW) 0.1 $264k 535.00 493.46
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $259k 4.1k 63.33
Servicenow (NOW) 0.1 $257k 540.00 475.93
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $256k 15k 17.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $250k 3.5k 71.61
Valero Energy Corporation (VLO) 0.1 $248k 2.3k 106.39
Ishares Tr Ishares Biotech (IBB) 0.1 $243k 2.1k 117.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $241k 1.8k 134.11
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $232k 5.3k 44.19
Microchip Technology (MCHP) 0.1 $226k 3.9k 58.04
Novartis Sponsored Adr (NVS) 0.1 $220k 2.6k 84.58
CSX Corporation (CSX) 0.1 $218k 7.5k 29.07
Caterpillar (CAT) 0.1 $215k 1.2k 178.87
Canadian Natl Ry (CNI) 0.1 $214k 1.9k 112.63
General Motors Company (GM) 0.1 $210k 6.6k 31.75
Unilever Spon Adr New (UL) 0.1 $209k 4.6k 45.83
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $206k 2.2k 92.25
Target Corporation (TGT) 0.1 $205k 1.5k 141.18
T. Rowe Price (TROW) 0.1 $204k 1.8k 113.33
Ribbon Communication (RBBN) 0.1 $197k 65k 3.04
Kinder Morgan (KMI) 0.1 $192k 11k 16.79
Liberty Energy Com Cl A (LBRT) 0.1 $189k 15k 12.77
Invesco SHS (IVZ) 0.0 $174k 11k 16.11
Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $148k 10k 14.80
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $135k 18k 7.71
Propetro Hldg (PUMP) 0.0 $100k 10k 10.00
Tff Pharmaceuticals 0.0 $65k 12k 5.65
Bgc Partners Cl A 0.0 $37k 11k 3.33
Core Scientific Common Stock 0.0 $22k 15k 1.46