Meridian Wealth Advisors

Meridian Wealth Advisors as of March 31, 2023

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 188 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.6 $39M 94k 411.08
Exxon Mobil Corporation (XOM) 7.4 $30M 269k 109.66
Apple (AAPL) 4.7 $19M 115k 164.90
Microsoft Corporation (MSFT) 4.2 $17M 58k 288.30
Ishares Gold Tr Ishares New (IAU) 3.6 $15M 390k 37.37
Ishares Tr Msci Usa Min Vol (USMV) 3.3 $13M 180k 72.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $11M 27k 409.39
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $9.8M 63k 154.01
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.0 $7.9M 207k 38.07
Amazon (AMZN) 1.7 $6.8M 66k 103.29
Spdr Ser Tr S&p Divid Etf (SDY) 1.7 $6.7M 54k 123.71
JPMorgan Chase & Co. (JPM) 1.6 $6.5M 50k 130.31
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $6.1M 13k 458.42
Home Depot (HD) 1.4 $5.5M 19k 295.13
Visa Com Cl A (V) 1.3 $5.4M 24k 225.46
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.4M 25k 210.92
Merck & Co (MRK) 1.3 $5.1M 48k 106.39
UnitedHealth (UNH) 1.3 $5.0M 11k 472.58
Alphabet Cap Stk Cl A (GOOGL) 1.2 $5.0M 48k 103.73
Costco Wholesale Corporation (COST) 1.2 $4.8M 9.7k 496.86
Eaton Corp SHS (ETN) 1.1 $4.5M 26k 171.34
Union Pacific Corporation (UNP) 1.1 $4.4M 22k 201.26
O'reilly Automotive (ORLY) 1.1 $4.2M 5.0k 848.98
Marathon Petroleum Corp (MPC) 1.0 $4.0M 30k 134.83
Trane Technologies SHS (TT) 0.9 $3.7M 20k 183.98
Devon Energy Corporation (DVN) 0.9 $3.7M 73k 50.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $3.6M 80k 45.17
Diageo Spon Adr New (DEO) 0.9 $3.5M 19k 181.18
salesforce (CRM) 0.9 $3.5M 18k 199.78
Select Sector Spdr Tr Technology (XLK) 0.8 $3.3M 22k 151.01
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.8 $3.3M 93k 35.47
Allstate Corporation (ALL) 0.8 $3.2M 29k 110.81
Lauder Estee Cos Cl A (EL) 0.8 $3.2M 13k 246.45
Intercontinental Exchange (ICE) 0.8 $3.2M 30k 104.29
Adobe Systems Incorporated (ADBE) 0.8 $3.1M 8.1k 385.37
S&p Global (SPGI) 0.8 $3.0M 8.7k 344.79
Pioneer Natural Resources (PXD) 0.7 $2.8M 14k 204.23
Air Products & Chemicals (APD) 0.7 $2.8M 9.8k 287.20
Johnson & Johnson (JNJ) 0.7 $2.8M 18k 155.00
Pepsi (PEP) 0.7 $2.6M 15k 182.30
Iqvia Holdings (IQV) 0.7 $2.6M 13k 198.89
American Tower Reit (AMT) 0.6 $2.6M 13k 204.35
Comcast Corp Cl A (CMCSA) 0.6 $2.6M 68k 37.91
Eli Lilly & Co. (LLY) 0.6 $2.5M 7.2k 343.42
Fiserv (FI) 0.6 $2.4M 21k 113.03
Inhibrx (INBX) 0.6 $2.3M 122k 18.87
Edwards Lifesciences (EW) 0.6 $2.3M 27k 82.73
Keysight Technologies (KEYS) 0.5 $2.1M 13k 161.48
Bank of America Corporation (BAC) 0.5 $2.1M 74k 28.60
Amgen (AMGN) 0.5 $2.1M 8.7k 241.75
Wal-Mart Stores (WMT) 0.5 $2.1M 14k 147.45
Procter & Gamble Company (PG) 0.5 $1.8M 12k 148.69
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 18k 104.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.8M 7.4k 244.34
Steris Shs Usd (STE) 0.4 $1.8M 9.3k 191.27
NVIDIA Corporation (NVDA) 0.4 $1.8M 6.3k 277.77
Lockheed Martin Corporation (LMT) 0.4 $1.7M 3.6k 472.70
Honeywell International (HON) 0.4 $1.6M 8.5k 191.12
McDonald's Corporation (MCD) 0.4 $1.6M 5.6k 279.62
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.5M 8.3k 183.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.5M 24k 63.89
Cisco Systems (CSCO) 0.4 $1.5M 28k 52.27
Coca-Cola Company (KO) 0.3 $1.4M 23k 62.03
Raymond James Financial (RJF) 0.3 $1.3M 14k 93.27
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.3M 94k 14.00
Chevron Corporation (CVX) 0.3 $1.2M 7.6k 163.17
Lowe's Companies (LOW) 0.3 $1.2M 6.2k 199.97
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.2M 5.0k 238.46
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 17k 72.08
Sitio Royalties Corp Class A Com (STR) 0.3 $1.2M 52k 22.60
Enterprise Products Partners (EPD) 0.3 $1.1M 43k 25.90
Pfizer (PFE) 0.3 $1.1M 27k 40.80
Abbott Laboratories (ABT) 0.3 $1.1M 11k 101.26
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 2.9k 363.41
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.0M 11k 92.81
Chubb (CB) 0.3 $1.0M 5.2k 194.17
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $985k 31k 31.75
Analog Devices (ADI) 0.2 $984k 5.0k 197.22
Broadcom (AVGO) 0.2 $948k 1.5k 641.61
Thermo Fisher Scientific (TMO) 0.2 $930k 1.6k 576.37
Raytheon Technologies Corp (RTX) 0.2 $915k 9.3k 97.93
United Parcel Service CL B (UPS) 0.2 $886k 4.6k 193.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $874k 2.3k 376.11
Motorola Solutions Com New (MSI) 0.2 $849k 3.0k 286.15
International Business Machines (IBM) 0.2 $843k 6.4k 131.09
Qualcomm (QCOM) 0.2 $818k 6.4k 127.58
Advanced Micro Devices (AMD) 0.2 $808k 8.2k 98.01
BlackRock (BLK) 0.2 $803k 1.2k 668.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $786k 16k 47.82
Republic Services (RSG) 0.2 $782k 5.8k 135.22
Danaher Corporation (DHR) 0.2 $775k 3.1k 252.04
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $761k 61k 12.47
Mondelez Intl Cl A (MDLZ) 0.2 $758k 11k 69.72
Ishares Tr Rus 1000 Etf (IWB) 0.2 $708k 3.1k 225.23
Nike CL B (NKE) 0.2 $708k 5.8k 122.64
Cme (CME) 0.2 $702k 3.7k 191.50
Verizon Communications (VZ) 0.2 $668k 17k 38.89
Texas Instruments Incorporated (TXN) 0.2 $659k 3.5k 186.01
At&t (T) 0.2 $655k 34k 19.25
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $627k 4.8k 129.46
Automatic Data Processing (ADP) 0.2 $605k 2.7k 222.63
Vanguard Index Fds Growth Etf (VUG) 0.1 $587k 2.4k 249.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $569k 2.8k 204.09
Select Sector Spdr Tr Financial (XLF) 0.1 $551k 17k 32.15
SYSCO Corporation (SYY) 0.1 $550k 7.1k 77.23
American Express Company (AXP) 0.1 $548k 3.3k 164.95
TJX Companies (TJX) 0.1 $540k 6.9k 78.36
MercadoLibre (MELI) 0.1 $539k 409.00 1318.06
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $521k 5.1k 101.18
Medtronic SHS (MDT) 0.1 $516k 6.4k 80.62
Illinois Tool Works (ITW) 0.1 $515k 2.1k 243.45
Vanguard Index Fds Large Cap Etf (VV) 0.1 $514k 2.8k 186.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $511k 4.8k 106.37
Bristol Myers Squibb (BMY) 0.1 $482k 7.0k 69.31
CVS Caremark Corporation (CVS) 0.1 $473k 6.4k 74.31
Vanguard World Fds Industrial Etf (VIS) 0.1 $468k 2.5k 190.53
Constellation Brands Cl A (STZ) 0.1 $465k 2.1k 225.89
Blackstone Group Inc Com Cl A (BX) 0.1 $460k 5.2k 87.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $443k 3.0k 149.54
Vanguard Index Fds Value Etf (VTV) 0.1 $442k 3.2k 138.12
Accenture Plc Ireland Shs Class A (ACN) 0.1 $436k 1.5k 285.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $433k 1.4k 320.91
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $431k 22k 19.78
Dollar General (DG) 0.1 $418k 2.0k 210.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $391k 2.7k 144.62
Zoetis Cl A (ZTS) 0.1 $381k 2.3k 166.44
Starwood Property Trust (STWD) 0.1 $379k 21k 17.69
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $374k 12k 32.35
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $368k 4.0k 93.04
Meta Platforms Cl A (META) 0.1 $366k 1.7k 211.94
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $362k 4.1k 88.77
Vanguard World Mega Cap Index (MGC) 0.1 $356k 2.5k 143.14
Intel Corporation (INTC) 0.1 $354k 11k 32.67
Ishares Tr Russell 2000 Etf (IWM) 0.1 $351k 2.0k 178.37
Colgate-Palmolive Company (CL) 0.1 $351k 4.7k 75.15
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $349k 16k 22.48
Crown Castle Intl (CCI) 0.1 $342k 2.6k 133.84
Becton, Dickinson and (BDX) 0.1 $335k 1.4k 247.54
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $333k 6.1k 54.26
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $332k 860.00 385.63
Palo Alto Networks (PANW) 0.1 $321k 1.6k 199.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $320k 2.1k 152.26
Kimberly-Clark Corporation (KMB) 0.1 $319k 2.4k 134.22
Microchip Technology (MCHP) 0.1 $312k 3.7k 83.78
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $308k 4.1k 74.71
Oracle Corporation (ORCL) 0.1 $305k 3.3k 92.92
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $302k 4.2k 71.71
Waste Management (WM) 0.1 $301k 1.8k 163.18
Nextera Energy (NEE) 0.1 $301k 3.9k 77.08
EOG Resources (EOG) 0.1 $297k 2.6k 114.64
PNC Financial Services (PNC) 0.1 $296k 2.3k 127.10
Tesla Motors (TSLA) 0.1 $293k 1.4k 207.46
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $291k 3.1k 93.02
Walt Disney Company (DIS) 0.1 $284k 2.8k 100.13
Prologis (PLD) 0.1 $283k 2.3k 124.80
3M Company (MMM) 0.1 $276k 2.6k 105.11
Marsh & McLennan Companies (MMC) 0.1 $272k 1.6k 166.54
ConocoPhillips (COP) 0.1 $269k 2.7k 99.21
Diamondback Energy (FANG) 0.1 $262k 1.9k 135.17
Target Corporation (TGT) 0.1 $259k 1.6k 165.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $255k 3.5k 73.16
Servicenow (NOW) 0.1 $251k 540.00 464.72
Kla Corp Com New (KLAC) 0.1 $250k 625.00 399.17
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $245k 15k 15.96
Block Cl A (SQ) 0.1 $243k 3.5k 68.65
Novartis Sponsored Adr (NVS) 0.1 $239k 2.6k 92.00
Abbvie (ABBV) 0.1 $238k 1.5k 159.37
Nxp Semiconductors N V (NXPI) 0.1 $237k 1.3k 186.48
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $229k 3.4k 67.65
Caterpillar (CAT) 0.1 $227k 992.00 228.84
CSX Corporation (CSX) 0.1 $225k 7.5k 29.94
Ribbon Communication (RBBN) 0.1 $222k 65k 3.42
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $222k 5.3k 42.21
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $220k 2.3k 96.71
SM Energy (SM) 0.1 $217k 7.7k 28.16
Emerson Electric (EMR) 0.1 $214k 2.5k 87.14
Yum! Brands (YUM) 0.1 $214k 1.6k 132.06
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $209k 1.1k 194.89
Equinix (EQIX) 0.1 $208k 289.00 721.04
General Mills (GIS) 0.1 $206k 2.4k 85.46
Canadian Natl Ry (CNI) 0.1 $201k 1.7k 117.97
Liberty Energy Com Cl A (LBRT) 0.0 $190k 15k 12.81
Invesco SHS (IVZ) 0.0 $177k 11k 16.40
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $140k 18k 7.81
Propetro Hldg (PUMP) 0.0 $72k 10k 7.19
Reservoir Media (RSVR) 0.0 $65k 10k 6.52
Bgc Partners Cl A 0.0 $58k 11k 5.23
Tff Pharmaceuticals 0.0 $7.9k 12k 0.69