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 |