Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IAU, XOM, MSFT, AESI, and represent 30.00% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$7.6M), IWF, IVV, IAU, SDY, IVW, VO, IBM, CAT, JPM.
- Started 9 new stock positions in MPWR, XYZ, VBR, AOA, IBIT, CRWD, VNOM, GD, IJH.
- Reduced shares in these 10 stocks: AVGO, AESI, STR, , DIS, UNH, , AMZN, CMG, VTWO.
- Sold out of its positions in AMT, ARCC, STR.
- Meridian Wealth Advisors was a net buyer of stock by $34M.
- Meridian Wealth Advisors has $704M in assets under management (AUM), dropping by 11.37%.
- Central Index Key (CIK): 0001768095
Tip: Access up to 7 years of quarterly data
Positions held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 186 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.8 | $76M | +4% | 114k | 669.30 |
|
| Ishares Gold Tr Ishares New (IAU) | 6.0 | $42M | +6% | 581k | 72.77 |
|
| Exxon Mobil Corporation (XOM) | 5.0 | $35M | 312k | 112.75 |
|
|
| Microsoft Corporation (MSFT) | 4.2 | $30M | +2% | 58k | 517.95 |
|
| Atlas Energy Solutions Com New (AESI) | 4.0 | $28M | 2.4M | 11.37 |
|
|
| Apple (AAPL) | 3.6 | $25M | +2% | 99k | 254.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $22M | 33k | 666.19 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.7 | $19M | +3% | 60k | 315.43 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $16M | 47k | 332.84 |
|
|
| NVIDIA Corporation (NVDA) | 2.2 | $16M | 83k | 186.58 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $15M | 62k | 243.10 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $13M | 62k | 215.79 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.9 | $13M | +2% | 141k | 95.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $13M | +9% | 45k | 293.74 |
|
| Amazon (AMZN) | 1.7 | $12M | 54k | 219.57 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.6 | $11M | 204k | 54.76 |
|
|
| Costco Wholesale Corporation (COST) | 1.5 | $11M | +4% | 12k | 925.64 |
|
| Eaton Corp SHS (ETN) | 1.4 | $10M | 27k | 374.24 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $9.7M | +369% | 16k | 612.40 |
|
| Visa Com Cl A (V) | 1.3 | $9.4M | 28k | 341.38 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $9.0M | +4% | 151k | 59.92 |
|
| O'reilly Automotive (ORLY) | 1.1 | $7.8M | 73k | 107.81 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $7.7M | +7% | 10k | 734.37 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $7.6M | 13k | 596.03 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $7.3M | 15k | 502.74 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $7.3M | +129% | 16k | 468.41 |
|
| Home Depot (HD) | 1.0 | $7.0M | 17k | 405.18 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $6.8M | +4% | 66k | 103.06 |
|
| Broadcom (AVGO) | 0.9 | $6.6M | -5% | 20k | 329.92 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.9 | $6.6M | +55% | 47k | 140.05 |
|
| Allstate Corporation (ALL) | 0.9 | $6.0M | 28k | 214.65 |
|
|
| Union Pacific Corporation (UNP) | 0.8 | $6.0M | +2% | 25k | 236.37 |
|
| S&p Global (SPGI) | 0.8 | $5.9M | 12k | 486.70 |
|
|
| McKesson Corporation (MCK) | 0.8 | $5.6M | +2% | 7.3k | 772.50 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $5.5M | 20k | 281.87 |
|
|
| Advanced Micro Devices (AMD) | 0.8 | $5.5M | +2% | 34k | 161.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $5.0M | +75% | 42k | 120.72 |
|
| salesforce (CRM) | 0.7 | $5.0M | 21k | 237.00 |
|
|
| Marathon Petroleum Corp (MPC) | 0.7 | $5.0M | 26k | 192.74 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $4.9M | 6.4k | 763.05 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $4.8M | +8% | 21k | 227.73 |
|
| Trane Technologies SHS (TT) | 0.7 | $4.7M | 11k | 421.98 |
|
|
| Realty Income (O) | 0.7 | $4.7M | +5% | 77k | 60.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.6M | +4% | 19k | 243.55 |
|
| Merck & Co (MRK) | 0.6 | $4.6M | +2% | 55k | 83.93 |
|
| UnitedHealth (UNH) | 0.6 | $4.4M | -4% | 13k | 345.30 |
|
| 3M Company (MMM) | 0.6 | $4.3M | +9% | 28k | 155.18 |
|
| Air Products & Chemicals (APD) | 0.5 | $3.8M | +5% | 14k | 272.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $3.6M | 10k | 352.75 |
|
|
| Fiserv (FI) | 0.5 | $3.6M | +2% | 28k | 128.93 |
|
| Iqvia Holdings (IQV) | 0.5 | $3.4M | +4% | 18k | 189.94 |
|
| International Business Machines (IBM) | 0.5 | $3.4M | +32% | 12k | 282.15 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $2.8M | 63k | 44.57 |
|
|
| Coca-Cola Company (KO) | 0.4 | $2.6M | +2% | 40k | 66.32 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.4M | +19% | 13k | 189.70 |
|
| Amgen (AMGN) | 0.3 | $2.3M | 8.3k | 282.21 |
|
|
| Chipotle Mexican Grill (CMG) | 0.3 | $2.2M | -7% | 57k | 39.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.1M | +7% | 3.5k | 600.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.0M | -5% | 5.6k | 355.47 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.9M | 10k | 185.42 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.9M | 98k | 19.29 |
|
|
| Raymond James Financial (RJF) | 0.3 | $1.8M | 10k | 172.60 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.7M | 8.7k | 195.86 |
|
|
| Lowe's Companies (LOW) | 0.2 | $1.7M | 6.7k | 251.32 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.6M | -6% | 17k | 97.82 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 2.8k | 568.81 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | +5% | 4.8k | 328.19 |
|
| Honeywell International (HON) | 0.2 | $1.5M | 7.1k | 210.51 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.4M | 9.2k | 155.30 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.4M | +9% | 8.3k | 170.85 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | +3% | 4.4k | 303.92 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $1.3M | -4% | 5.0k | 259.62 |
|
| Blackrock (BLK) | 0.2 | $1.3M | +3% | 1.1k | 1166.22 |
|
| Enterprise Products Partners (EPD) | 0.2 | $1.3M | -2% | 40k | 31.27 |
|
| Analog Devices (ADI) | 0.2 | $1.2M | 4.9k | 245.72 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | -2% | 68k | 17.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.2M | 4.8k | 241.96 |
|
|
| Pepsi (PEP) | 0.2 | $1.2M | 8.3k | 140.44 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.2M | 3.2k | 365.48 |
|
|
| Caterpillar (CAT) | 0.2 | $1.1M | +125% | 2.4k | 477.14 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 35.81 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | 2.2k | 499.22 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $1.0M | -4% | 2.3k | 457.27 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | +2% | 7.7k | 133.94 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $967k | 2.0k | 479.61 |
|
|
| Pfizer (PFE) | 0.1 | $967k | 38k | 25.48 |
|
|
| At&t (T) | 0.1 | $962k | 34k | 28.24 |
|
|
| Chubb (CB) | 0.1 | $926k | -3% | 3.3k | 282.28 |
|
| Qualcomm (QCOM) | 0.1 | $921k | -3% | 5.5k | 166.36 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 0.1 | $911k | +37% | 20k | 44.70 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $907k | 12k | 76.40 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $886k | +4% | 4.4k | 203.62 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $884k | 3.2k | 279.33 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $881k | 5.3k | 167.33 |
|
|
| Cisco Systems (CSCO) | 0.1 | $871k | +9% | 13k | 68.42 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $867k | +73% | 8.7k | 99.81 |
|
| TJX Companies (TJX) | 0.1 | $860k | +2% | 5.9k | 144.54 |
|
| Oracle Corporation (ORCL) | 0.1 | $849k | -5% | 3.0k | 281.26 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $847k | 2.8k | 307.86 |
|
|
| Inhibrx Biosciences (INBX) | 0.1 | $842k | 25k | 33.68 |
|
|
| Goldman Sachs (GS) | 0.1 | $842k | +42% | 1.1k | 796.26 |
|
| American Express Company (AXP) | 0.1 | $818k | 2.5k | 332.16 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $770k | +10% | 5.0k | 153.64 |
|
| Automatic Data Processing (ADP) | 0.1 | $757k | 2.6k | 293.50 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $741k | 4.8k | 154.23 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $699k | +2% | 5.9k | 118.82 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $695k | 24k | 29.62 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $678k | 13k | 53.87 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $658k | 4.0k | 164.54 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $648k | 1.3k | 485.02 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $635k | 4.6k | 139.17 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $623k | 2.6k | 239.64 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $620k | 10k | 62.00 |
|
|
| Republic Services (RSG) | 0.1 | $615k | 2.7k | 229.48 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $607k | 2.5k | 244.09 |
|
|
| Tesla Motors (TSLA) | 0.1 | $605k | +18% | 1.4k | 444.72 |
|
| Danaher Corporation (DHR) | 0.1 | $588k | -3% | 3.0k | 198.26 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $586k | 2.9k | 203.59 |
|
|
| Cme (CME) | 0.1 | $574k | -3% | 2.1k | 270.20 |
|
| Kla Corp Com New (KLAC) | 0.1 | $568k | 527.00 | 1078.60 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $564k | 29k | 19.43 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $548k | 3.0k | 183.73 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $545k | 2.1k | 260.76 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $545k | NEW | 8.3k | 65.26 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $545k | 1.9k | 293.79 |
|
|
| MercadoLibre (MELI) | 0.1 | $542k | 232.00 | 2336.94 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $530k | 2.8k | 186.52 |
|
|
| Servicenow (NOW) | 0.1 | $508k | +2% | 552.00 | 920.28 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $506k | 1.7k | 296.21 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $494k | 10k | 47.72 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $469k | 17k | 27.30 |
|
|
| PNC Financial Services (PNC) | 0.1 | $465k | 2.3k | 200.93 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $455k | +6% | 5.1k | 89.37 |
|
| Third Coast Bancshares (TCBX) | 0.1 | $438k | 12k | 37.97 |
|
|
| Abbvie (ABBV) | 0.1 | $415k | +29% | 1.8k | 231.55 |
|
| AutoZone (AZO) | 0.1 | $408k | 95.00 | 4290.24 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $396k | +2% | 7.7k | 51.59 |
|
| Waste Management (WM) | 0.1 | $385k | 1.7k | 220.77 |
|
|
| Walt Disney Company (DIS) | 0.1 | $375k | -41% | 3.3k | 114.50 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $373k | NEW | 9.8k | 38.22 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $372k | 5.9k | 62.47 |
|
|
| Williams Companies (WMB) | 0.1 | $364k | +15% | 5.8k | 63.35 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $362k | +2% | 1.5k | 246.67 |
|
| Zoetis Cl A (ZTS) | 0.0 | $339k | 2.3k | 146.32 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $338k | 1.7k | 201.56 |
|
|
| Nike CL B (NKE) | 0.0 | $336k | 4.8k | 69.72 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $334k | 2.6k | 128.24 |
|
|
| Equinix (EQIX) | 0.0 | $333k | 425.00 | 783.12 |
|
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $317k | 2.0k | 160.66 |
|
|
| Verizon Communications (VZ) | 0.0 | $305k | -3% | 6.9k | 43.95 |
|
| Applied Materials (AMAT) | 0.0 | $303k | +14% | 1.5k | 204.74 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $298k | 3.8k | 78.35 |
|
|
| ConocoPhillips (COP) | 0.0 | $291k | +2% | 3.1k | 94.59 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $281k | 3.6k | 78.37 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $277k | 18k | 15.48 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $275k | -14% | 12k | 23.06 |
|
| Starwood Property Trust (STWD) | 0.0 | $270k | 14k | 19.37 |
|
|
| Nextera Energy (NEE) | 0.0 | $267k | +3% | 3.5k | 75.49 |
|
| Phillips 66 (PSX) | 0.0 | $266k | +4% | 2.0k | 136.03 |
|
| Oneok (OKE) | 0.0 | $266k | +14% | 3.6k | 72.97 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $260k | 5.3k | 49.45 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $259k | -2% | 346.00 | 747.55 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $257k | NEW | 4.0k | 65.00 |
|
| Citigroup Com New (C) | 0.0 | $256k | 2.5k | 101.51 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $255k | -25% | 19k | 13.49 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $252k | NEW | 2.9k | 88.14 |
|
| Uber Technologies (UBER) | 0.0 | $250k | +15% | 2.6k | 97.97 |
|
| Constellation Energy (CEG) | 0.0 | $241k | 732.00 | 329.07 |
|
|
| Gilead Sciences (GILD) | 0.0 | $234k | +3% | 2.1k | 111.02 |
|
| Intercontinental Exchange (ICE) | 0.0 | $233k | +2% | 1.4k | 168.46 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $231k | NEW | 471.00 | 490.38 |
|
| General Dynamics Corporation (GD) | 0.0 | $229k | NEW | 672.00 | 341.21 |
|
| Medtronic SHS (MDT) | 0.0 | $222k | -8% | 2.3k | 95.24 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $220k | -23% | 2.6k | 84.83 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $219k | 7.0k | 31.42 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $215k | NEW | 233.00 | 920.64 |
|
| Park National Corporation (PRK) | 0.0 | $213k | 1.3k | 162.53 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $208k | NEW | 995.00 | 208.61 |
|
| Block Cl A (XYZ) | 0.0 | $207k | NEW | 2.9k | 72.27 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $204k | 1.6k | 124.34 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $186k | 10k | 18.24 |
|
|
| Liberty Energy Com Cl A (LBRT) | 0.0 | $183k | 15k | 12.34 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $163k | 18k | 9.10 |
|
|
| Reservoir Media (RSVR) | 0.0 | $81k | -33% | 10k | 8.14 |
|
| Propetro Hldg (PUMP) | 0.0 | $52k | 10k | 5.24 |
|
|
| Rein Therapeutics Com New (RNTX) | 0.0 | $33k | 29k | 1.15 |
|
Past Filings by Meridian Wealth Advisors
SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018
- Meridian Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Meridian Wealth Advisors 2025 Q2 filed Aug. 12, 2025
- Meridian Wealth Advisors 2025 Q1 filed May 5, 2025
- Meridian Wealth Advisors 2024 Q4 filed Feb. 11, 2025
- Meridian Wealth Advisors 2024 Q3 filed Oct. 24, 2024
- Meridian Wealth Advisors 2024 Q2 filed Aug. 2, 2024
- Meridian Wealth Advisors 2024 Q1 filed May 10, 2024
- Meridian Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Meridian Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Meridian Wealth Advisors 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Advisors 2023 Q1 filed May 2, 2023
- Meridian Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Meridian Wealth Advisors 2022 Q3 filed Oct. 19, 2022
- Meridian Wealth Advisors 2022 Q2 filed July 26, 2022
- Meridian Wealth Advisors 2022 Q1 filed May 12, 2022
- Meridian Wealth Advisors 2021 Q4 filed Feb. 2, 2022