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, VO, AAPL, and represent 27.56% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGDV (+$23M), VO (+$22M), IWF (+$7.1M), IAU, TMO, GE, ANET, CMI, IVV, VEA.
- Started 26 new stock positions in CRWD, CI, COHR, DIA, ANET, AKAM, INTC, VNOM, IEMG, HONA.
- Reduced shares in these 10 stocks: Honeywell International, IQV, AESI, MDT, SNOW, DOV, OEF, VOO, TCBX, AKRE.
- Sold out of its positions in ADBE, COR, SNDA, EXE, CEG, DOV, Honeywell International, SLV, IBIT, NKE. NOC, AKRE, SNOW, VZ, ZTS, ACN, MDT.
- Meridian Wealth Advisors was a net buyer of stock by $83M.
- Meridian Wealth Advisors has $880M in assets under management (AUM), dropping by 16.35%.
- Central Index Key (CIK): 0001768095
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Positions held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 211 positions in its portfolio as reported in the June 2026 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 | $95M | +3% | 126k | 748.89 |
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| Ishares Gold Tr Ishares New (IAU) | 5.5 | $48M | +9% | 641k | 75.51 |
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| Exxon Mobil Corporation (XOM) | 5.0 | $44M | 322k | 136.72 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.2 | $28M | +345% | 350k | 80.57 |
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| Apple (AAPL) | 3.1 | $27M | 94k | 289.36 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 2.8 | $25M | +7% | 255k | 96.46 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.7 | $24M | +2% | 32k | 746.76 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 2.7 | $24M | +5592% | 477k | 49.28 |
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| Microsoft Corporation (MSFT) | 2.5 | $22M | +3% | 59k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $19M | 52k | 357.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $19M | +19% | 260k | 71.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $18M | -3% | 26k | 686.82 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $18M | +3% | 54k | 327.33 |
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| NVIDIA Corporation (NVDA) | 2.0 | $18M | +3% | 87k | 200.09 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.9 | $16M | -4% | 45k | 365.87 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.8 | $16M | +11% | 182k | 89.20 |
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| Advanced Micro Devices (AMD) | 1.8 | $16M | 27k | 580.91 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $15M | 63k | 236.62 |
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| Amazon (AMZN) | 1.6 | $14M | +5% | 58k | 238.34 |
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| Atlas Energy Solutions Com New (AESI) | 1.5 | $13M | -17% | 789k | 16.61 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.4 | $12M | 204k | 58.26 |
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| Eaton Corp SHS (ETN) | 1.2 | $11M | +2% | 26k | 426.12 |
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| Costco Wholesale Corporation (COST) | 1.1 | $9.9M | +2% | 11k | 935.43 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $9.4M | +299% | 76k | 124.17 |
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| Spdr Series Trust St Str Sp Div (SDY) | 1.0 | $9.2M | +4% | 61k | 152.18 |
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| Broadcom (AVGO) | 1.0 | $8.4M | +8% | 22k | 377.74 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.9 | $8.3M | 12k | 703.31 |
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| Wal-Mart Stores (WMT) | 0.9 | $7.6M | +6% | 67k | 113.26 |
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| Eli Lilly & Co. (LLY) | 0.9 | $7.6M | 6.3k | 1199.45 |
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| Visa Com Cl A (V) | 0.8 | $7.3M | +2% | 21k | 343.09 |
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| Third Coast Bancshares (TCBX) | 0.8 | $7.3M | -5% | 181k | 40.40 |
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| Palo Alto Networks (PANW) | 0.8 | $7.2M | +2% | 21k | 341.02 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.8 | $6.8M | +2% | 36k | 190.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.6M | 13k | 500.39 |
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| Home Depot (HD) | 0.7 | $6.4M | +3% | 18k | 352.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $6.4M | 18k | 353.33 |
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| Marathon Petroleum Corp (MPC) | 0.7 | $6.4M | 25k | 255.67 |
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| Allstate Corporation (ALL) | 0.7 | $6.2M | +2% | 26k | 237.94 |
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| O'reilly Automotive (ORLY) | 0.7 | $5.9M | +2% | 64k | 92.09 |
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| Applied Materials (AMAT) | 0.7 | $5.8M | +3% | 8.1k | 722.99 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $5.8M | 42k | 137.53 |
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| S&p Global (SPGI) | 0.6 | $5.7M | +2% | 14k | 407.27 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $5.6M | +16% | 123k | 45.70 |
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| Meta Platforms Cl A (META) | 0.6 | $5.3M | +5% | 9.4k | 563.27 |
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| McKesson Corporation (MCK) | 0.6 | $5.1M | +4% | 6.7k | 755.55 |
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| Cisco Systems (CSCO) | 0.5 | $4.8M | +3% | 41k | 117.46 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $4.7M | +621% | 9.4k | 501.36 |
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| Morgan Stanley Com New (MS) | 0.5 | $4.7M | +3% | 22k | 209.04 |
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| Nxp Semiconductors N V (NXPI) | 0.5 | $4.6M | +2% | 17k | 281.03 |
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| Trane Technologies SHS (TT) | 0.5 | $4.3M | 8.7k | 491.17 |
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| Coca-Cola Company (KO) | 0.4 | $3.9M | 48k | 81.27 |
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| Ge Aerospace Com New (GE) | 0.4 | $3.8M | NEW | 10k | 373.73 |
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| International Business Machines (IBM) | 0.4 | $3.7M | 13k | 281.21 |
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| Starbucks Corporation (SBUX) | 0.4 | $3.6M | +3% | 35k | 102.19 |
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| Air Products & Chemicals (APD) | 0.4 | $3.5M | +5% | 12k | 293.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.4M | +4% | 45k | 77.11 |
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| Analog Devices (ADI) | 0.4 | $3.4M | +76% | 8.5k | 397.16 |
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| Iron Mountain (IRM) | 0.4 | $3.4M | +4% | 27k | 126.31 |
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| Arista Networks Com Shs (ANET) | 0.4 | $3.3M | NEW | 20k | 169.88 |
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| Merck & Co (MRK) | 0.4 | $3.3M | 26k | 128.50 |
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| Cummins (CMI) | 0.4 | $3.3M | NEW | 4.6k | 713.21 |
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| Union Pacific Corporation (UNP) | 0.4 | $3.1M | 12k | 271.99 |
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| Amgen (AMGN) | 0.3 | $3.0M | 8.4k | 362.12 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.8M | 11k | 253.98 |
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| Netflix (NFLX) | 0.3 | $2.7M | +8% | 38k | 71.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | -6% | 3.6k | 736.44 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.7M | 13k | 212.77 |
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| Uber Technologies (UBER) | 0.3 | $2.6M | +6% | 36k | 72.16 |
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| UnitedHealth (UNH) | 0.2 | $2.2M | +3% | 5.3k | 415.63 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.0M | 8.1k | 252.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.0M | 5.5k | 370.02 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $2.0M | 17k | 121.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.0M | -4% | 5.4k | 368.38 |
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| Akamai Technologies (AKAM) | 0.2 | $1.9M | NEW | 16k | 118.21 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.2 | $1.8M | 86k | 20.56 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | +22% | 5.7k | 300.46 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.6M | +901% | 5.3k | 301.71 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.5M | +2% | 3.2k | 477.52 |
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| Chevron Corporation (CVX) | 0.2 | $1.5M | 9.2k | 165.76 |
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| Listed Fds Tr Hori Ki Infl Etf (INFL) | 0.2 | $1.5M | +17% | 30k | 49.88 |
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| Lowe's Companies (LOW) | 0.2 | $1.5M | 6.9k | 220.50 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +2% | 2.9k | 513.62 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.5M | 40k | 36.76 |
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| Raymond James Financial (RJF) | 0.2 | $1.4M | -2% | 9.4k | 152.03 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | -4% | 4.8k | 299.00 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.3M | 69k | 19.12 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $1.3M | 19k | 67.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.3M | 3.2k | 409.50 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.1 | $1.3M | 31k | 41.83 |
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| Caterpillar (CAT) | 0.1 | $1.2M | +6% | 1.2k | 1064.74 |
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| Micron Technology (MU) | 0.1 | $1.2M | -11% | 1.0k | 1154.32 |
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| Cigna Corp (CI) | 0.1 | $1.2M | NEW | 4.3k | 275.66 |
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| McDonald's Corporation (MCD) | 0.1 | $1.1M | 4.2k | 270.29 |
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| Pepsi (PEP) | 0.1 | $1.1M | 8.1k | 135.40 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | +2513% | 9.0k | 119.53 |
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| Chubb (CB) | 0.1 | $1.1M | 3.1k | 340.78 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +500% | 12k | 86.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | +2% | 5.5k | 189.73 |
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| Goldman Sachs (GS) | 0.1 | $1.0M | 1.0k | 1011.70 |
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| Pfizer (PFE) | 0.1 | $1.0M | -4% | 43k | 24.08 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | +2% | 2.0k | 509.53 |
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| Qualcomm (QCOM) | 0.1 | $995k | 5.4k | 184.79 |
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| Blackrock (BLK) | 0.1 | $949k | 987.00 | 961.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $946k | 2.8k | 343.91 |
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| Rollins (ROL) | 0.1 | $927k | +9% | 22k | 41.74 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $902k | 12k | 75.45 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $890k | 4.8k | 185.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $873k | 5.9k | 148.30 |
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| TJX Companies (TJX) | 0.1 | $869k | 5.7k | 151.51 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $865k | +25% | 5.4k | 158.66 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $855k | +5% | 18k | 46.92 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $807k | -9% | 2.7k | 298.09 |
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| Inhibrx Biosciences (INBX) | 0.1 | $805k | -19% | 8.5k | 94.75 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $805k | 6.8k | 117.67 |
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| Realty Income (O) | 0.1 | $803k | 13k | 61.96 |
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| American Express Company (AXP) | 0.1 | $791k | 2.3k | 338.27 |
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| salesforce (CRM) | 0.1 | $785k | -5% | 5.0k | 156.67 |
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| Procter & Gamble Company (PG) | 0.1 | $773k | -2% | 5.3k | 146.65 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $752k | 4.0k | 188.09 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $749k | +11% | 14k | 53.61 |
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| 3M Company (MMM) | 0.1 | $743k | 4.6k | 161.89 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $727k | +18% | 2.0k | 360.30 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $724k | 23k | 31.71 |
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| Tesla Motors (TSLA) | 0.1 | $719k | +5% | 1.7k | 420.60 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $709k | 16k | 43.50 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $708k | 24k | 30.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $693k | 2.9k | 242.43 |
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| Motorola Solutions Com New (MSI) | 0.1 | $689k | 1.7k | 415.33 |
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| Abbott Laboratories (ABT) | 0.1 | $686k | 7.6k | 90.74 |
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| At&t (T) | 0.1 | $683k | 33k | 20.70 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $681k | 2.5k | 273.63 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $645k | +25% | 2.1k | 306.28 |
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| Honeywell International (HON) | 0.1 | $641k | NEW | 2.9k | 223.86 |
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| Honeywell Aerospace (HONA) | 0.1 | $632k | NEW | 2.9k | 221.08 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $629k | 10k | 62.87 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $621k | +4% | 5.3k | 117.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $619k | 2.8k | 217.90 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $587k | +15% | 12k | 51.05 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.1 | $586k | 3.8k | 154.26 |
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| PPG Industries (PPG) | 0.1 | $583k | 4.8k | 121.29 |
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| Bank of America Corporation (BAC) | 0.1 | $577k | +29% | 10k | 56.98 |
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| PNC Financial Services (PNC) | 0.1 | $577k | 2.3k | 246.26 |
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| Illinois Tool Works (ITW) | 0.1 | $570k | 2.1k | 270.49 |
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| Danaher Corporation (DHR) | 0.1 | $569k | 3.0k | 190.48 |
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| Republic Services (RSG) | 0.1 | $549k | 2.6k | 213.08 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $542k | 29k | 18.69 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.1 | $484k | NEW | 11k | 44.48 |
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| Infleqtion Com Shs (INFQ) | 0.1 | $462k | NEW | 35k | 13.32 |
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| Equinix (EQIX) | 0.1 | $448k | 430.00 | 1042.90 |
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| Automatic Data Processing (ADP) | 0.0 | $439k | -3% | 2.0k | 223.95 |
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| Oracle Corporation (ORCL) | 0.0 | $423k | -15% | 2.9k | 146.57 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $421k | +26% | 4.6k | 91.21 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $408k | 2.6k | 156.72 |
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| MercadoLibre (MELI) | 0.0 | $402k | +2% | 237.00 | 1697.39 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $401k | -2% | 20k | 20.49 |
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| Cme (CME) | 0.0 | $400k | 1.8k | 220.79 |
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| Citigroup Com New (C) | 0.0 | $398k | +11% | 2.8k | 139.96 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $397k | 4.5k | 87.88 |
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| Waste Management (WM) | 0.0 | $397k | 1.8k | 222.82 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $383k | 2.0k | 193.77 |
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| Abbvie (ABBV) | 0.0 | $378k | 1.5k | 251.63 |
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| Williams Companies (WMB) | 0.0 | $378k | 5.1k | 74.34 |
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| Iqvia Holdings (IQV) | 0.0 | $369k | -92% | 1.9k | 193.22 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $352k | +3% | 3.3k | 107.50 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $346k | -15% | 4.0k | 86.42 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $342k | 5.4k | 63.85 |
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| Viper Energy Cl A (VNOM) | 0.0 | $328k | NEW | 7.7k | 42.40 |
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| Philip Morris International (PM) | 0.0 | $327k | NEW | 1.8k | 180.95 |
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| Intel Corporation (INTC) | 0.0 | $326k | NEW | 2.3k | 139.63 |
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| Cameco Corporation (CCJ) | 0.0 | $320k | 3.1k | 101.85 |
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| Coherent Corp (COHR) | 0.0 | $318k | NEW | 805.00 | 394.47 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $311k | NEW | 595.00 | 522.39 |
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| AutoZone (AZO) | 0.0 | $310k | +2% | 97.00 | 3195.94 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $309k | NEW | 3.7k | 82.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $307k | NEW | 402.00 | 763.14 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $297k | 3.6k | 83.07 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $290k | -3% | 3.0k | 97.59 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $283k | 1.7k | 166.71 |
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| ConocoPhillips (COP) | 0.0 | $275k | +2% | 2.6k | 103.98 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $274k | NEW | 1.8k | 154.55 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $268k | NEW | 2.0k | 134.56 |
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| Gilead Sciences (GILD) | 0.0 | $266k | 2.1k | 126.35 |
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| Oneok (OKE) | 0.0 | $264k | 3.0k | 86.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $264k | -21% | 4.4k | 59.69 |
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| Immunitybio (IBRX) | 0.0 | $262k | 30k | 8.76 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $260k | 2.4k | 107.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $255k | 4.4k | 57.84 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $248k | NEW | 2.0k | 124.74 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $248k | NEW | 253.00 | 978.13 |
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| Flex Ord (FLEX) | 0.0 | $243k | NEW | 1.5k | 162.07 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $242k | 995.00 | 242.92 |
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| Park National Corporation (PRK) | 0.0 | $240k | 1.3k | 182.99 |
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| Phillips 66 (PSX) | 0.0 | $230k | +7% | 1.4k | 169.04 |
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| Deere & Company (DE) | 0.0 | $228k | 360.00 | 634.43 |
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| Monolithic Power Systems (MPWR) | 0.0 | $228k | NEW | 165.00 | 1382.36 |
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| Archrock (AROC) | 0.0 | $228k | NEW | 5.6k | 40.71 |
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| Intercontinental Exchange (ICE) | 0.0 | $228k | +7% | 1.8k | 123.14 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $227k | 2.6k | 87.71 |
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| Nextera Energy (NEE) | 0.0 | $224k | 2.5k | 87.76 |
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| General Dynamics Corporation (GD) | 0.0 | $223k | 630.00 | 354.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $216k | NEW | 434.00 | 496.73 |
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| Ge Vernova (GEV) | 0.0 | $213k | NEW | 181.00 | 1174.90 |
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| Diamondback Energy (FANG) | 0.0 | $206k | 1.2k | 175.71 |
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| Canadian Natl Ry (CNI) | 0.0 | $203k | NEW | 1.7k | 119.24 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $202k | +7% | 14k | 14.53 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $191k | 11k | 17.88 |
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| Starwood Property Trust (STWD) | 0.0 | $184k | 11k | 16.38 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $176k | 18k | 9.81 |
|
|
| Reservoir Media (RSVR) | 0.0 | $99k | 10k | 9.89 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $71k | 12k | 5.91 |
|
|
| Rein Therapeutics Com New (RNTX) | 0.0 | $30k | 29k | 1.04 |
|
Past Filings by Meridian Wealth Advisors
SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018
- Meridian Wealth Advisors 2026 Q2 filed Aug. 14, 2026
- Meridian Wealth Advisors 2026 Q1 filed May 11, 2026
- Meridian Wealth Advisors 2025 Q4 filed Feb. 17, 2026
- 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