Meridian Wealth Advisors as of Dec. 31, 2022
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 191 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 9.3 | $36M | 94k | 384.21 | |
Exxon Mobil Corporation (XOM) | 7.8 | $30M | 275k | 110.30 | |
Apple (AAPL) | 3.9 | $15M | 115k | 129.93 | |
Microsoft Corporation (MSFT) | 3.5 | $14M | 57k | 239.82 | |
Ishares Gold Tr Ishares New (IAU) | 3.5 | $13M | 388k | 34.59 | |
Ishares Tr Msci Usa Min Vol (USMV) | 3.4 | $13M | 184k | 72.10 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $10M | 27k | 382.43 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.5 | $9.5M | 63k | 151.85 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 2.0 | $7.9M | 63k | 125.11 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 2.0 | $7.7M | 207k | 37.49 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.7 | $6.5M | 15k | 442.80 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $6.4M | 48k | 134.10 | |
Home Depot (HD) | 1.4 | $5.6M | 18k | 315.87 | |
UnitedHealth (UNH) | 1.4 | $5.5M | 10k | 530.18 | |
Merck & Co (MRK) | 1.4 | $5.4M | 48k | 110.95 | |
Devon Energy Corporation (DVN) | 1.4 | $5.3M | 86k | 61.51 | |
Amazon (AMZN) | 1.3 | $5.0M | 59k | 84.00 | |
Visa Com Cl A (V) | 1.2 | $4.8M | 23k | 207.76 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $4.6M | 23k | 203.81 | |
Marathon Petroleum Corp (MPC) | 1.2 | $4.5M | 39k | 116.39 | |
Costco Wholesale Corporation (COST) | 1.1 | $4.3M | 9.4k | 456.52 | |
Union Pacific Corporation (UNP) | 1.1 | $4.2M | 20k | 207.07 | |
O'reilly Automotive (ORLY) | 1.1 | $4.2M | 4.9k | 844.03 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.1M | 47k | 88.23 | |
Eaton Corp SHS (ETN) | 1.0 | $3.9M | 25k | 156.95 | |
Allstate Corporation (ALL) | 1.0 | $3.8M | 28k | 135.60 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $3.7M | 63k | 58.50 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 0.9 | $3.7M | 136k | 27.00 | |
Pioneer Natural Resources (PXD) | 0.9 | $3.6M | 16k | 228.39 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.9 | $3.5M | 97k | 35.86 | |
Trane Technologies SHS (TT) | 0.8 | $3.2M | 19k | 168.09 | |
Diageo Spon Adr New (DEO) | 0.8 | $3.2M | 18k | 178.19 | |
Johnson & Johnson (JNJ) | 0.8 | $3.2M | 18k | 176.65 | |
Inhibrx (INBX) | 0.8 | $3.0M | 122k | 24.64 | |
Intercontinental Exchange (ICE) | 0.7 | $2.8M | 28k | 102.59 | |
Lauder Estee Cos Cl A (EL) | 0.7 | $2.8M | 11k | 248.12 | |
Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.7M | 22k | 124.44 | |
S&p Global (SPGI) | 0.7 | $2.7M | 8.1k | 334.94 | |
Air Products & Chemicals (APD) | 0.7 | $2.7M | 8.7k | 308.27 | |
Pepsi (PEP) | 0.7 | $2.6M | 15k | 180.66 | |
Eli Lilly & Co. (LLY) | 0.7 | $2.6M | 7.1k | 365.84 | |
Bank of America Corporation (BAC) | 0.6 | $2.5M | 75k | 33.12 | |
Iqvia Holdings (IQV) | 0.6 | $2.4M | 12k | 204.89 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $2.4M | 7.0k | 336.53 | |
Amgen (AMGN) | 0.6 | $2.3M | 8.7k | 262.64 | |
American Tower Reit (AMT) | 0.6 | $2.3M | 11k | 211.86 | |
salesforce (CRM) | 0.5 | $2.0M | 15k | 132.59 | |
Keysight Technologies (KEYS) | 0.5 | $2.0M | 12k | 171.07 | |
Wal-Mart Stores (WMT) | 0.5 | $2.0M | 14k | 141.79 | |
Honeywell International (HON) | 0.5 | $1.9M | 8.8k | 214.31 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $1.9M | 53k | 34.97 | |
Kimbell Rty Partners Unit (KRP) | 0.5 | $1.9M | 111k | 16.70 | |
Procter & Gamble Company (PG) | 0.5 | $1.8M | 12k | 151.56 | |
Lockheed Martin Corporation (LMT) | 0.5 | $1.8M | 3.7k | 486.49 | |
Sitio Royalties Corp Class A Com (STR) | 0.4 | $1.7M | 60k | 28.85 | |
Edwards Lifesciences (EW) | 0.4 | $1.7M | 23k | 74.61 | |
Chevron Corporation (CVX) | 0.4 | $1.7M | 9.5k | 179.48 | |
Fiserv (FI) | 0.4 | $1.7M | 17k | 101.07 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.6M | 7.4k | 214.25 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | 18k | 88.73 | |
Raymond James Financial (RJF) | 0.4 | $1.5M | 14k | 106.85 | |
McDonald's Corporation (MCD) | 0.4 | $1.5M | 5.6k | 263.55 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.5M | 8.7k | 169.64 | |
Coca-Cola Company (KO) | 0.4 | $1.4M | 23k | 63.61 | |
Pfizer (PFE) | 0.4 | $1.4M | 27k | 51.24 | |
Cisco Systems (CSCO) | 0.3 | $1.4M | 28k | 47.64 | |
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.3M | 94k | 13.42 | |
Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.2M | 5.0k | 248.05 | |
Lowe's Companies (LOW) | 0.3 | $1.2M | 6.2k | 199.24 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.2M | 17k | 70.37 | |
Abbott Laboratories (ABT) | 0.3 | $1.2M | 11k | 109.79 | |
Chubb (CB) | 0.3 | $1.1M | 5.2k | 220.60 | |
Steris Shs Usd (STE) | 0.3 | $1.1M | 6.0k | 184.68 | |
Enterprise Products Partners (EPD) | 0.3 | $1.0M | 43k | 24.12 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $1.0M | 2.9k | 347.73 | |
Broadcom (AVGO) | 0.3 | $977k | 1.7k | 559.18 | |
Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $969k | 31k | 31.21 | |
Raytheon Technologies Corp (RTX) | 0.2 | $957k | 9.5k | 100.92 | |
NVIDIA Corporation (NVDA) | 0.2 | $925k | 6.3k | 146.14 | |
International Business Machines (IBM) | 0.2 | $906k | 6.4k | 140.90 | |
Thermo Fisher Scientific (TMO) | 0.2 | $889k | 1.6k | 550.69 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $869k | 9.2k | 94.64 | |
BlackRock (BLK) | 0.2 | $853k | 1.2k | 708.52 | |
Republic Services (RSG) | 0.2 | $825k | 6.4k | 128.98 | |
Analog Devices (ADI) | 0.2 | $819k | 5.0k | 164.03 | |
Danaher Corporation (DHR) | 0.2 | $816k | 3.1k | 265.42 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $813k | 11k | 74.49 | |
United Parcel Service CL B (UPS) | 0.2 | $776k | 4.5k | 173.84 | |
Motorola Solutions Com New (MSI) | 0.2 | $775k | 3.0k | 257.74 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $768k | 16k | 46.71 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $762k | 11k | 66.65 | |
Qualcomm (QCOM) | 0.2 | $743k | 6.8k | 109.94 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $741k | 2.1k | 351.39 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $725k | 61k | 11.87 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $677k | 3.2k | 210.52 | |
Nike CL B (NKE) | 0.2 | $675k | 5.8k | 117.01 | |
Verizon Communications (VZ) | 0.2 | $667k | 17k | 39.40 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $658k | 4.8k | 135.85 | |
ConocoPhillips (COP) | 0.2 | $652k | 5.5k | 118.00 | |
Cme (CME) | 0.2 | $650k | 3.9k | 168.17 | |
Automatic Data Processing (ADP) | 0.2 | $649k | 2.7k | 238.86 | |
At&t (T) | 0.2 | $642k | 35k | 18.41 | |
CVS Caremark Corporation (CVS) | 0.2 | $593k | 6.4k | 93.19 | |
Advanced Micro Devices (AMD) | 0.1 | $573k | 8.8k | 64.77 | |
Texas Instruments Incorporated (TXN) | 0.1 | $566k | 3.4k | 165.22 | |
TJX Companies (TJX) | 0.1 | $549k | 6.9k | 79.60 | |
SYSCO Corporation (SYY) | 0.1 | $549k | 7.2k | 76.45 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $545k | 16k | 34.20 | |
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $544k | 6.0k | 91.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $533k | 2.8k | 191.21 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $505k | 5.1k | 98.21 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $501k | 2.4k | 213.11 | |
Bristol Myers Squibb (BMY) | 0.1 | $500k | 7.0k | 71.95 | |
American Express Company (AXP) | 0.1 | $491k | 3.3k | 147.75 | |
Dollar General (DG) | 0.1 | $489k | 2.0k | 246.29 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $479k | 2.8k | 174.20 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $478k | 11k | 41.97 | |
Constellation Brands Cl A (STZ) | 0.1 | $477k | 2.1k | 231.75 | |
Starwood Property Trust (STWD) | 0.1 | $475k | 26k | 18.33 | |
Illinois Tool Works (ITW) | 0.1 | $466k | 2.1k | 220.30 | |
Vanguard World Fds Industrial Etf (VIS) | 0.1 | $449k | 2.5k | 182.61 | |
Medtronic SHS (MDT) | 0.1 | $441k | 5.7k | 77.72 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $426k | 4.3k | 99.55 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $419k | 1.6k | 266.78 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $411k | 2.4k | 174.35 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $404k | 20k | 19.85 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $398k | 2.8k | 140.37 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $388k | 5.2k | 74.19 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $382k | 3.0k | 129.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $382k | 2.7k | 141.25 | |
MercadoLibre (MELI) | 0.1 | $380k | 449.00 | 846.24 | |
Colgate-Palmolive Company (CL) | 0.1 | $368k | 4.7k | 78.79 | |
PNC Financial Services (PNC) | 0.1 | $368k | 2.3k | 157.94 | |
Zoetis Cl A (ZTS) | 0.1 | $355k | 2.4k | 146.55 | |
Becton, Dickinson and (BDX) | 0.1 | $351k | 1.4k | 254.30 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $347k | 1.3k | 266.27 | |
Crown Castle Intl (CCI) | 0.1 | $347k | 2.6k | 135.64 | |
Diamondback Energy (FANG) | 0.1 | $346k | 2.5k | 136.78 | |
EOG Resources (EOG) | 0.1 | $344k | 2.7k | 129.51 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $343k | 16k | 22.11 | |
Williams Companies (WMB) | 0.1 | $337k | 10k | 32.90 | |
Block Cl A (SQ) | 0.1 | $333k | 5.3k | 62.84 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $332k | 4.1k | 81.52 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $331k | 12k | 28.66 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $329k | 2.5k | 132.40 | |
Nextera Energy (NEE) | 0.1 | $326k | 3.9k | 83.60 | |
Intel Corporation (INTC) | 0.1 | $325k | 12k | 26.43 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $323k | 2.4k | 135.75 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $318k | 2.1k | 151.65 | |
3M Company (MMM) | 0.1 | $315k | 2.6k | 119.92 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $309k | 6.1k | 50.21 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $307k | 4.1k | 74.55 | |
Walt Disney Company (DIS) | 0.1 | $304k | 3.5k | 86.88 | |
Valero Energy Corporation (VLO) | 0.1 | $300k | 2.4k | 126.84 | |
Waste Management (WM) | 0.1 | $290k | 1.8k | 156.85 | |
Marsh & McLennan Companies (MMC) | 0.1 | $278k | 1.7k | 165.50 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $277k | 4.2k | 65.86 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $275k | 859.00 | 319.58 | |
Microchip Technology (MCHP) | 0.1 | $274k | 3.9k | 70.25 | |
SM Energy (SM) | 0.1 | $269k | 7.7k | 34.83 | |
Oracle Corporation (ORCL) | 0.1 | $269k | 3.3k | 81.74 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $264k | 3.5k | 75.54 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $257k | 15k | 16.80 | |
Prologis (PLD) | 0.1 | $255k | 2.3k | 112.71 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $244k | 1.7k | 145.95 | |
Abbvie (ABBV) | 0.1 | $241k | 1.5k | 161.61 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $241k | 3.8k | 63.59 | |
Caterpillar (CAT) | 0.1 | $238k | 992.00 | 239.56 | |
Liberty Energy Com Cl A (LBRT) | 0.1 | $237k | 15k | 16.01 | |
Novartis Sponsored Adr (NVS) | 0.1 | $236k | 2.6k | 90.72 | |
Kla Corp Com New (KLAC) | 0.1 | $236k | 625.00 | 377.03 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $233k | 3.1k | 74.49 | |
CSX Corporation (CSX) | 0.1 | $232k | 7.5k | 30.98 | |
Kinder Morgan (KMI) | 0.1 | $231k | 13k | 18.08 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $230k | 5.3k | 43.83 | |
Bandwidth Com Cl A (BAND) | 0.1 | $224k | 9.8k | 22.95 | |
Palo Alto Networks (PANW) | 0.1 | $224k | 1.6k | 139.54 | |
Servicenow (NOW) | 0.1 | $210k | 540.00 | 388.27 | |
Target Corporation (TGT) | 0.1 | $208k | 1.4k | 149.04 | |
Yum! Brands (YUM) | 0.1 | $207k | 1.6k | 128.10 | |
Emerson Electric (EMR) | 0.1 | $207k | 2.2k | 96.06 | |
General Dynamics Corporation (GD) | 0.1 | $202k | 815.00 | 248.11 | |
Canadian Natl Ry (CNI) | 0.1 | $202k | 1.7k | 118.88 | |
General Mills (GIS) | 0.1 | $202k | 2.4k | 83.85 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $201k | 1.3k | 158.03 | |
Invesco SHS (IVZ) | 0.1 | $194k | 11k | 17.99 | |
Ribbon Communication (RBBN) | 0.0 | $181k | 65k | 2.79 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $135k | 18k | 7.55 | |
Propetro Hldg (PUMP) | 0.0 | $104k | 10k | 10.37 | |
Reservoir Media (RSVR) | 0.0 | $60k | 10k | 5.97 | |
Bgc Partners Cl A | 0.0 | $42k | 11k | 3.77 |