Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AESI, XOM, AAPL, IAU, and represent 33.53% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$6.8M), CMG, IVV, VOO, NXPI, O, IAU, BLK, GOOGL, MSFT.
- Started 6 new stock positions in CMG, EMR, BRK.B, O, INBX, BLK.
- Reduced shares in these 10 stocks: BAC, AMZN, CMCSA, AMT, DVN, , HD, MPC, , ORLY.
- Sold out of its positions in BlackRock, STZ, EW, TLT, IQLT, RBBN, MMM.
- Meridian Wealth Advisors was a net buyer of stock by $9.4M.
- Meridian Wealth Advisors has $606M in assets under management (AUM), dropping by 1.38%.
- Central Index Key (CIK): 0001768095
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Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.3 | $62M | +6% | 106k | 588.68 |
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| Atlas Energy Solutions Com New (AESI) | 9.8 | $59M | 2.7M | 22.18 |
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| Exxon Mobil Corporation (XOM) | 5.5 | $34M | 312k | 107.57 |
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| Apple (AAPL) | 4.0 | $24M | 98k | 250.42 |
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| Ishares Gold Tr Ishares New (IAU) | 3.9 | $23M | +11% | 473k | 49.51 |
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| Microsoft Corporation (MSFT) | 3.8 | $23M | +3% | 55k | 421.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $20M | 34k | 586.08 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $14M | 57k | 239.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $12M | 63k | 195.83 |
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| Amazon (AMZN) | 2.0 | $12M | -18% | 55k | 219.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $11M | +8% | 59k | 189.30 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.8 | $11M | 206k | 53.44 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $11M | 122k | 88.79 |
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| Costco Wholesale Corporation (COST) | 1.6 | $9.8M | 11k | 916.24 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $9.0M | +7% | 34k | 264.13 |
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| Eaton Corp SHS (ETN) | 1.5 | $9.0M | -2% | 27k | 331.87 |
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| Visa Com Cl A (V) | 1.4 | $8.3M | +2% | 26k | 316.04 |
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| Trane Technologies SHS (TT) | 1.4 | $8.3M | -2% | 22k | 369.35 |
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| NVIDIA Corporation (NVDA) | 1.3 | $7.8M | 58k | 134.29 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $7.3M | 13k | 569.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $6.8M | NEW | 15k | 453.28 |
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| UnitedHealth (UNH) | 1.1 | $6.7M | 13k | 505.86 |
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| salesforce (CRM) | 1.1 | $6.6M | 20k | 334.33 |
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| Home Depot (HD) | 1.1 | $6.5M | -11% | 17k | 389.00 |
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| Allstate Corporation (ALL) | 1.1 | $6.5M | 34k | 192.79 |
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| S&p Global (SPGI) | 0.9 | $5.7M | +2% | 12k | 498.04 |
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| Intercontinental Exchange (ICE) | 0.9 | $5.7M | 38k | 149.01 |
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| O'reilly Automotive (ORLY) | 0.9 | $5.6M | -8% | 4.8k | 1185.80 |
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| Union Pacific Corporation (UNP) | 0.9 | $5.5M | 24k | 228.04 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $5.3M | +4% | 112k | 47.82 |
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| Fiserv (FI) | 0.9 | $5.3M | -2% | 26k | 205.42 |
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| Eli Lilly & Co. (LLY) | 0.9 | $5.3M | 6.9k | 771.95 |
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| Meta Platforms Cl A (META) | 0.9 | $5.2M | +13% | 8.9k | 585.51 |
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| Merck & Co (MRK) | 0.8 | $5.0M | -3% | 51k | 99.48 |
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| Procter & Gamble Company (PG) | 0.8 | $4.9M | +14% | 29k | 167.65 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $4.6M | 20k | 232.52 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $4.3M | NEW | 71k | 60.30 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $4.2M | 9.5k | 444.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.0M | +249% | 7.4k | 538.79 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $3.9M | 30k | 132.10 |
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| Air Products & Chemicals (APD) | 0.6 | $3.8M | +6% | 13k | 290.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.7M | 20k | 190.44 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $3.5M | -17% | 25k | 139.50 |
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| Advanced Micro Devices (AMD) | 0.6 | $3.4M | +8% | 28k | 120.79 |
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| Broadcom (AVGO) | 0.5 | $3.1M | -12% | 14k | 231.83 |
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| Nxp Semiconductors N V (NXPI) | 0.5 | $2.9M | +1030% | 14k | 207.85 |
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| Iqvia Holdings (IQV) | 0.5 | $2.9M | -14% | 15k | 196.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.8M | 7.1k | 401.58 |
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| Steris Shs Usd (STE) | 0.5 | $2.8M | -8% | 14k | 205.56 |
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| Coca-Cola Company (KO) | 0.4 | $2.7M | 43k | 62.26 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $2.6M | 63k | 40.48 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.5M | 28k | 90.35 |
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| Realty Income (O) | 0.4 | $2.5M | NEW | 46k | 53.41 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.4M | 24k | 101.53 |
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| Amgen (AMGN) | 0.4 | $2.1M | 8.2k | 260.63 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.8M | 20k | 89.33 |
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| Honeywell International (HON) | 0.3 | $1.7M | 7.7k | 225.90 |
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| Pepsi (PEP) | 0.3 | $1.7M | -7% | 11k | 152.06 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.7M | 97k | 17.71 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | -8% | 12k | 144.62 |
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| Raymond James Financial (RJF) | 0.3 | $1.6M | -13% | 10k | 155.33 |
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| Lowe's Companies (LOW) | 0.3 | $1.6M | 6.4k | 246.81 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | 2.9k | 526.57 |
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| International Business Machines (IBM) | 0.2 | $1.5M | 6.7k | 219.82 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.5M | 9.2k | 159.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | +8% | 5.0k | 289.84 |
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| Chevron Corporation (CVX) | 0.2 | $1.4M | 9.7k | 144.84 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | 5.4k | 253.70 |
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| Analog Devices (ADI) | 0.2 | $1.4M | -2% | 6.4k | 212.46 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | -4% | 5.5k | 242.13 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.5k | 289.88 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | +8% | 66k | 19.59 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | -21% | 41k | 31.36 |
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| Motorola Solutions Com New (MSI) | 0.2 | $1.3M | -5% | 2.7k | 462.26 |
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| Blackrock (BLK) | 0.2 | $1.2M | NEW | 1.1k | 1025.06 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 36.89 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | 2.2k | 485.98 |
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| Pfizer (PFE) | 0.2 | $1.0M | -2% | 40k | 26.53 |
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| Chubb (CB) | 0.2 | $1.0M | -5% | 3.8k | 276.28 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.0M | 3.2k | 322.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $940k | 1.8k | 511.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $903k | 5.2k | 172.42 |
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| Qualcomm (QCOM) | 0.1 | $880k | -4% | 5.7k | 153.62 |
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| Abbott Laboratories (ABT) | 0.1 | $878k | 7.8k | 113.11 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $861k | 1.7k | 520.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $827k | 2.0k | 410.44 |
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| American Tower Reit (AMT) | 0.1 | $815k | -76% | 4.4k | 183.41 |
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| At&t (T) | 0.1 | $775k | 34k | 22.77 |
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| Automatic Data Processing (ADP) | 0.1 | $765k | 2.6k | 292.73 |
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| Palo Alto Networks (PANW) | 0.1 | $758k | +130% | 4.2k | 181.96 |
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| American Express Company (AXP) | 0.1 | $744k | 2.5k | 296.79 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $742k | 2.8k | 269.70 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $736k | +33% | 6.4k | 115.21 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $722k | -79% | 19k | 37.53 |
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| Danaher Corporation (DHR) | 0.1 | $706k | -3% | 3.1k | 229.55 |
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| TJX Companies (TJX) | 0.1 | $704k | 5.8k | 120.81 |
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| Cisco Systems (CSCO) | 0.1 | $686k | 12k | 59.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $684k | 5.9k | 115.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $648k | +23% | 3.7k | 175.23 |
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| Nike CL B (NKE) | 0.1 | $645k | -8% | 8.5k | 75.67 |
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| Cme (CME) | 0.1 | $642k | 2.8k | 232.26 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $634k | 4.6k | 137.57 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $633k | 4.8k | 131.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $625k | 3.2k | 197.50 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $608k | 13k | 48.33 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $587k | -2% | 3.1k | 187.52 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $583k | -5% | 2.6k | 224.35 |
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| Servicenow (NOW) | 0.1 | $573k | 540.00 | 1060.12 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $564k | 2.2k | 253.75 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $561k | 4.0k | 139.35 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $546k | +30% | 28k | 19.51 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $545k | 1.5k | 351.74 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $537k | 2.9k | 185.13 |
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| Oracle Corporation (ORCL) | 0.1 | $535k | 3.2k | 166.64 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $529k | 2.5k | 212.66 |
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| Illinois Tool Works (ITW) | 0.1 | $526k | 2.1k | 253.56 |
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| Republic Services (RSG) | 0.1 | $519k | +8% | 2.6k | 201.18 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $493k | -3% | 30k | 16.23 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $481k | 2.8k | 169.32 |
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| PNC Financial Services (PNC) | 0.1 | $477k | 2.5k | 192.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $469k | +200% | 17k | 27.32 |
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| Sitio Royalties Corp Class A Com (STR) | 0.1 | $468k | -3% | 24k | 19.18 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $444k | -6% | 1.7k | 254.32 |
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| Oneok (OKE) | 0.1 | $435k | -2% | 4.3k | 100.40 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $427k | 10k | 41.26 |
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| Tesla Motors (TSLA) | 0.1 | $413k | -7% | 1.0k | 403.84 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $403k | 12k | 33.91 |
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| Equinix (EQIX) | 0.1 | $399k | 423.00 | 942.01 |
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| MercadoLibre (MELI) | 0.1 | $395k | 232.00 | 1700.44 |
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| Caterpillar (CAT) | 0.1 | $385k | 1.1k | 362.92 |
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| Inhibrx Biosciences (INBX) | 0.1 | $385k | NEW | 25k | 15.40 |
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| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $380k | 10k | 38.08 |
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| Verizon Communications (VZ) | 0.1 | $376k | -10% | 9.4k | 39.99 |
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| Zoetis Cl A (ZTS) | 0.1 | $373k | 2.3k | 162.93 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $372k | -12% | 6.2k | 59.73 |
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| Nextera Energy (NEE) | 0.1 | $360k | 5.0k | 71.70 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $349k | 1.6k | 212.39 |
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| Waste Management (WM) | 0.1 | $345k | -7% | 1.7k | 201.78 |
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| Goldman Sachs (GS) | 0.1 | $339k | +24% | 591.00 | 573.09 |
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| Bank of America Corporation (BAC) | 0.1 | $334k | -90% | 7.6k | 43.95 |
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| Kla Corp Com New (KLAC) | 0.1 | $328k | 520.00 | 630.12 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $321k | 14k | 23.07 |
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| Devon Energy Corporation (DVN) | 0.1 | $310k | -89% | 9.5k | 32.73 |
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| AutoZone (AZO) | 0.1 | $304k | 95.00 | 3202.00 |
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| ConocoPhillips (COP) | 0.0 | $300k | 3.0k | 99.16 |
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| Medtronic SHS (MDT) | 0.0 | $297k | -3% | 3.7k | 79.88 |
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| Ares Capital Corporation (ARCC) | 0.0 | $296k | +17% | 14k | 21.89 |
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| Liberty Energy Com Cl A (LBRT) | 0.0 | $294k | 15k | 19.89 |
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| Public Service Enterprise (PEG) | 0.0 | $283k | 3.3k | 84.49 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $281k | -6% | 3.6k | 78.61 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $278k | 10k | 27.76 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $273k | 2.0k | 138.25 |
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| Williams Companies (WMB) | 0.0 | $271k | 5.0k | 54.12 |
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| Starwood Property Trust (STWD) | 0.0 | $263k | -15% | 14k | 18.95 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $261k | 3.8k | 68.94 |
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| United Parcel Service CL B (UPS) | 0.0 | $256k | 2.0k | 126.10 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $254k | 5.3k | 48.31 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $253k | 2.6k | 97.31 |
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| Abbvie (ABBV) | 0.0 | $246k | -7% | 1.4k | 177.68 |
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| Block Cl A (SQ) | 0.0 | $243k | -19% | 2.9k | 84.99 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $240k | 3.4k | 70.71 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $235k | 378.00 | 622.50 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $234k | 1.8k | 131.04 |
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| Fidelity National Information Services (FIS) | 0.0 | $232k | -4% | 2.9k | 80.77 |
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| Diamondback Energy (FANG) | 0.0 | $229k | -20% | 1.4k | 163.83 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $228k | -5% | 20k | 11.38 |
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| Park National Corporation (PRK) | 0.0 | $225k | 1.3k | 171.43 |
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| Emerson Electric (EMR) | 0.0 | $223k | NEW | 1.8k | 123.91 |
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| Applied Materials (AMAT) | 0.0 | $210k | 1.3k | 162.63 |
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| Viper Energy Cl A (VNOM) | 0.0 | $209k | -15% | 4.3k | 49.07 |
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| Phillips 66 (PSX) | 0.0 | $200k | 1.8k | 113.95 |
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| Invesco SHS (IVZ) | 0.0 | $189k | 11k | 17.48 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $147k | 18k | 8.17 |
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| Reservoir Media (RSVR) | 0.0 | $136k | +49% | 15k | 9.05 |
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| Propetro Hldg (PUMP) | 0.0 | $93k | 10k | 9.33 |
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Past Filings by Meridian Wealth Advisors
SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018
- 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
- Meridian Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- Meridian Wealth Advisors 2021 Q2 filed Aug. 10, 2021
- Meridian Wealth Advisors 2020 Q4 restated filed May 7, 2021