Meridian Wealth Advisors

Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:

Companies in the Meridian Wealth Advisors portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Pacer Fds Tr trendp 750 etf 10.73 813958 +5% 33.46
Exxon Mobil Corporation (XOM) 10.09 367049 +4% 69.78
Apple (AAPL) 4.39 37954 -18% 293.64
SPDR S&P; 500 ETF (SPY) 4.04 31869 321.85
Ishares Tr usa min vo 3.92 151612 +2% 65.60
Microsoft Corporation (MSFT) 3.17 51039 157.70
iShares S&P; 500 Index (IVV) 2.77 21780 +5% 323.23
Chevron Corporation (CVX) 2.60 54673 120.52
iShares Gold Trust (IAU) 2.44 427923 +19% 14.50
Ishares Tr eafe min volat 2.36 80211 +8% 74.54
Vanguard Dividend Appreciation ETF (VIG) 2.18 44337 124.66
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.79 33460 +14% 135.48
iShares Russell 2000 Index (IWM) 1.74 26642 +13% 165.68
Ishares Tr Msci Usa Momentum Factor 1.72 34787 +12% 125.56
Invesco Exchng Traded Fd Tr s&p midcp low 1.49 70241 53.81
Ishares Tr hdg msci eafe 1.39 115617 30.51
SPDR S&P; MidCap 400 ETF (MDY) 1.36 9165 +2% 375.34
JPMorgan Chase & Co. (JPM) 1.22 22185 -6% 139.42
Alphabet Inc Class A cs 1.11 2105 1339.19
Amazon (AMZN) 1.10 1509 -2% 1847.58
Pacer Fds Tr 1.09 90239 -3% 30.73
Home Depot (HD) 1.03 12011 218.38
Technology SPDR (XLK) 1.03 28406 +21% 91.67
Berkshire Hathaway (BRK.B) 0.98 10927 226.50
UnitedHealth (UNH) 0.95 8247 293.93
Visa (V) 0.90 12213 187.91
Amgen (AMGN) 0.82 8597 241.01
Merck & Co (MRK) 0.70 19530 90.94
SPDR S&P; Dividend (SDY) 0.70 16607 107.55
Union Pacific Corporation (UNP) 0.69 9659 -3% 180.76
Johnson & Johnson (JNJ) 0.61 10655 -2% 145.85
Comcast Corporation (CMCSA) 0.56 31829 44.96
Medtronic 0.56 12420 113.45
Verizon Communications (VZ) 0.54 22379 61.40
Cisco Systems (CSCO) 0.51 26761 -16% 47.94
Estee Lauder Companies (EL) 0.49 5989 206.55
Facebook Inc cl a 0.49 6003 205.23
Wal-Mart Stores (WMT) 0.48 10227 +2% 118.80
Enterprise Products Partners 0.48 43374 +2% 28.15
Walt Disney Company (DIS) 0.47 8244 +2% 144.59
Costco Wholesale Corporation (COST) 0.46 3931 293.82
iShares S&P; 500 Growth Index (IVW) 0.45 5909 193.60
Honeywell International (HON) 0.43 6238 -2% 176.98
salesforce (CRM) 0.43 6771 +3% 162.61
Pfizer (PFE) 0.41 26661 39.20
Adobe Systems Incorporated (ADBE) 0.40 3085 329.66
Raymond James Financial (RJF) 0.40 11254 -2% 89.48
Calamos Strategic Total Return Fund (CSQ) 0.40 74900 13.60
Eaton 0.39 10336 94.72
Becton, Dickinson and (BDX) 0.38 3525 -9% 272.06
Intercontinentalexchange 0.38 10530 92.59
Motorola Solutions (MSI) 0.36 5654 -3% 161.12
Lockheed Martin Corporation (LMT) 0.35 2256 -3% 389.18
Allstate Corporation (ALL) 0.35 7871 -9% 112.44
American Campus Communities (ACC) 0.35 18653 -8% 47.02
O'reilly Automotive Inc 0.35 2000 -11% 438.50
Alphabet Inc Class C cs 0.35 664 -4% 1337.35
Accenture 0.34 4064 210.63
Chubb 0.34 5504 155.70
Broadcom Ltd 0.34 2720 -7% 316.18
Ingersoll-rand Co Ltd-cl A 0.33 6375 -5% 132.86
Truist Financial Corp equities 0.33 14998 NEW 56.34
Vanguard Europe Pacific ETF (VEA) 0.32 18455 44.05
Coca-Cola Company (KO) 0.31 14386 -2% 55.33
McDonald's Corporation (MCD) 0.30 3862 +45% 197.57
Air Products & Chemicals (APD) 0.30 3289 235.03
Diageo (DEO) 0.30 4506 -3% 168.44
iShares Dow Jones US Technology (IYW) 0.29 3160 232.59
Intel Corporation (INTC) 0.28 12057 +7% 59.88
Procter & Gamble Company (PG) 0.28 5643 -3% 124.93
iShares Russell 1000 Growth Index (IWF) 0.27 3899 -5% 175.94
SYSCO Corporation (SYY) 0.26 7816 +3% 85.59
Pepsi (PEP) 0.26 4904 -2% 136.62
Vanguard Mid-Cap ETF (VO) 0.26 3659 +6% 178.19
Vanguard Health Care ETF (VHT) 0.26 3410 -2% 191.79
Abbott Laboratories (ABT) 0.25 7300 86.85
Marathon Petroleum Corp 0.25 10671 -3% 60.26
Iqvia Holdings Inc 0.25 4139 -2% 154.63
Republic Services (RSG) 0.24 6692 89.66
Boeing Company (BA) 0.24 1890 -20% 325.93
Viper Energy Partners 0.24 24750 -10% 24.65
American Tower Reit 0.23 2524 229.79
BlackRock (BLK) 0.22 1107 -9% 502.26
AT&T; (T) 0.22 14394 +4% 39.11
Danaher Corporation (DHR) 0.22 3710 153.37
Lowe's Companies (LOW) 0.22 4559 119.76
Health Care SPDR (XLV) 0.21 5185 101.83
Kansas City Southern (KSU) 0.21 3441 153.15
L3harris Technologies Inc Com stock 0.21 2729 197.87
Blackstone Group Inc Com Cl A stock 0.21 9735 +3% 55.98
3M Company (MMM) 0.20 2926 176.35
Thermo Fisher Scientific (TMO) 0.20 1566 325.03
Mondelez Int 0.20 9206 +7% 55.07
CME (CME) 0.19 2352 200.68
Automatic Data Processing (ADP) 0.19 2864 170.39
NIKE (NKE) 0.19 4862 101.40
United Technologies Corporation (UTX) 0.19 3206 149.72
Brigham Minerals Inc-cl A 0.19 22750 -2% 21.45
TJX Companies (TJX) 0.18 7606 61.00
iShares Russell 1000 Index (IWB) 0.18 2542 178.60
Texas Instruments Incorporated (TXN) 0.17 3345 128.25
Financial Select Sector SPDR (XLF) 0.17 13605 30.80
First Trust Large Cap GO Alpha Fnd (FTC) 0.17 5950 72.94
International Business Machines (IBM) 0.16 2968 +58% 134.10
iShares Russell 3000 Growth Index (IWZ) 0.16 5835 67.69
iShares Russell 1000 Value Index (IWD) 0.15 2716 136.60
SPDR Gold Trust (GLD) 0.15 2732 +7% 142.75
Rockwell Automation (ROK) 0.15 1830 202.73
iShares S&P; SmallCap 600 Index (IJR) 0.15 4645 -6% 83.75
Eli Lilly & Co. (LLY) 0.14 2608 +18% 131.52
United Parcel Service (UPS) 0.14 2976 +23% 116.94
Parker-Hannifin Corporation (PH) 0.14 1691 205.80
Unilever N.V. (UN) 0.14 6171 57.53
Illinois Tool Works (ITW) 0.14 1948 179.67
Pioneer Natural Resources (PXD) 0.14 2348 -18% 151.19
Industrial SPDR (XLI) 0.14 4475 81.56
Magellan Midstream Partners (MMP) 0.14 5588 62.81
Consumer Discretionary SPDR (XLY) 0.14 2810 125.27
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.14 14500 24.48
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy 0.14 14500 NEW 24.83
Ameriprise Financial (AMP) 0.13 1997 166.75
Kimberly-Clark Corporation (KMB) 0.13 2313 NEW 137.48
CVS Caremark Corporation (CVS) 0.13 4558 +8% 74.37
Vanguard Total Stock Market ETF (VTI) 0.13 1970 NEW 163.45
iShares S&P; Global Clean Energy Index Fd (ICLN) 0.13 28143 11.76
Booking Holdings 0.13 161 -12% 2055.90
American Express Company (AXP) 0.12 2411 124.43
Raytheon Company (RTN) 0.11 1295 -14% 220.08
iShares NASDAQ Biotechnology Index (IBB) 0.11 2345 120.68
Invesco Ltd shs 0.11 15875 17.95
Vanguard Mega Cap 300 Index (MGC) 0.11 2488 111.74
Ribbon Communication 0.11 89866 3.10
SM Energy (SM) 0.10 22327 -50% 11.24
Consumer Staples Select Sect. SPDR (XLP) 0.10 4120 62.86
Vanguard Emerging Markets ETF (VWO) 0.10 5684 44.51
Phillips 66 0.10 2221 111.21
Zoetis Inc Cl A 0.10 1917 -9% 132.50
NVIDIA Corporation (NVDA) 0.09 996 NEW 235.94
V.F. Corporation (VFC) 0.09 2224 -6% 99.82
Novartis AG (NVS) 0.09 2399 -2% 94.62
Advanced Micro Devices (AMD) 0.09 5000 NEW 45.80
Vanguard Information Technology ETF (VGT) 0.09 890 NEW 244.94
iShares Dow Jones US Medical Dev. (IHI) 0.09 841 263.97
Ishares Core Msci Eafe Etf core msci eafe 0.09 3611 65.36
Alibaba Group Holding Ltd Spon 0.09 1065 -28% 212.21
Equinix 0.09 373 584.45
Archrock 0.09 23800 10.04
Invesco S&p 500 High Div, Low V equities 0.09 5250 44.00
Bristol Myers Squibb (BMY) 0.08 3105 NEW 64.09
Marsh & McLennan Companies (MMC) 0.08 1803 NEW 111.48
Nextera Energy Inc C om 0.08 889 241.84
Nxp Semiconductors N V 0.08 1654 -15% 126.96
Schwab Strategic Tr us dividend eq 0.08 3491 NEW 57.86
Synchrony Financial 0.08 5759 NEW 35.94
Kimbell Rty Partners Lp unit 0.08 12066 -42% 16.99
Invesco S&p 500 Equal Weight Etf 0.08 1747 NEW 115.63
TOTAL S.A. (TOT) 0.07 3263 NEW 55.16
Crown Castle Intl 0.07 1221 NEW 142.51
Eaton Vance Enhanced Equity Income Fund (EOI) 0.06 10000 15.90
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.06 17500 8.80
Vanguard S&p 500 Etf idx fd 0.05 408 NEW 296.57
MasterCard Incorporated (MA) 0.04 362 NEW 298.34
General Electric Company (GE) 0.04 9915 NEW 11.20
BGC Partners (BGCP) 0.04 16000 5.94
Northern Oil & Gas (NOG) 0.01 10000 2.30
Chesapeake Energy Corporation (CHK) 0.00 12580 -65% 0.79
Abraxas Petroleum (AXAS) 0.00 30000 0.37
Zion Oil & Gas (ZN) 0.00 4000 NEW 0.25
Rts/bristol-myers Squibb Compa 0.00 370 NEW 2.70

Past 13F-HR SEC Filings by Meridian Wealth Advisors

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