Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, XOM, AAPL, MSFT, SPY, and represent 29.64% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, KRP, OKE, RPG, VYM, AAPL, XLE, AZO, MRK, RBBN.
- Started 8 new stock positions in VYM, AZO, RPG, XLE, KRP, OKE, RBBN, BGC.
- Reduced shares in these 10 stocks: USMV, VTIP, GLD, IAU, UL, Magellan Midstream Partners, DG, CCI, SQ, YUM.
- Sold out of its positions in BGC Partners, CNI, CCI, DG, INVH, Magellan Midstream Partners, SQ, TGT, UL, VTIP. YUM, AON, JCI.
- Meridian Wealth Advisors was a net seller of stock by $-1.9M.
- Meridian Wealth Advisors has $400M in assets under management (AUM), dropping by -3.18%.
- Central Index Key (CIK): 0001768095
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Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 178 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $40M | 93k | 429.43 |
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| Exxon Mobil Corporation (XOM) | 7.8 | $31M | 264k | 117.58 |
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| Apple (AAPL) | 4.4 | $18M | 104k | 171.21 |
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| Microsoft Corporation (MSFT) | 4.1 | $16M | 52k | 315.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $14M | 32k | 427.49 |
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| Ishares Gold Tr Ishares New (IAU) | 3.3 | $13M | -2% | 378k | 34.99 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.0 | $12M | -6% | 165k | 72.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.4 | $9.7M | 62k | 155.38 |
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| Amazon (AMZN) | 2.1 | $8.4M | 66k | 127.12 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 2.1 | $8.2M | 206k | 39.96 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $7.5M | 52k | 145.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $7.0M | 54k | 130.86 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.6 | $6.3M | 14k | 456.65 |
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| UnitedHealth (UNH) | 1.5 | $5.9M | 12k | 504.20 |
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| Eaton Corp SHS (ETN) | 1.4 | $5.6M | 26k | 213.28 |
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| Costco Wholesale Corporation (COST) | 1.4 | $5.6M | +2% | 9.9k | 564.96 |
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| Visa Com Cl A (V) | 1.3 | $5.4M | 23k | 230.01 |
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| Home Depot (HD) | 1.3 | $5.2M | 17k | 302.15 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $5.2M | +3% | 25k | 208.24 |
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| Merck & Co (MRK) | 1.2 | $4.9M | +3% | 48k | 102.95 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $4.4M | 8.6k | 509.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $4.3M | +15% | 99k | 43.72 |
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| Marathon Petroleum Corp (MPC) | 1.1 | $4.3M | +3% | 29k | 151.34 |
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| O'reilly Automotive (ORLY) | 1.1 | $4.3M | 4.7k | 908.86 |
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| Union Pacific Corporation (UNP) | 1.1 | $4.3M | 21k | 203.63 |
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| Trane Technologies SHS (TT) | 1.1 | $4.3M | +2% | 21k | 202.91 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 1.1 | $4.3M | -4% | 37k | 115.01 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.8M | 7.2k | 537.12 |
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| salesforce (CRM) | 0.9 | $3.8M | 19k | 202.78 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $3.5M | 21k | 163.93 |
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| Intercontinental Exchange (ICE) | 0.9 | $3.5M | +2% | 32k | 110.02 |
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| S&p Global (SPGI) | 0.9 | $3.4M | +2% | 9.3k | 365.41 |
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| Devon Energy Corporation (DVN) | 0.8 | $3.4M | +4% | 71k | 47.70 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $3.3M | +5% | 75k | 44.34 |
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| Pioneer Natural Resources (PXD) | 0.8 | $3.3M | +4% | 14k | 229.55 |
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| Allstate Corporation (ALL) | 0.8 | $3.2M | 29k | 111.41 |
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| Diageo Spon Adr New (DEO) | 0.7 | $2.9M | 20k | 149.18 |
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| Iqvia Holdings (IQV) | 0.7 | $2.8M | +2% | 14k | 196.75 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $2.7M | 78k | 34.73 |
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| Air Products & Chemicals (APD) | 0.7 | $2.6M | 9.3k | 283.40 |
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| Fiserv (FI) | 0.7 | $2.6M | +2% | 23k | 112.96 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.5M | -6% | 5.7k | 434.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | 18k | 131.85 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.3M | 15k | 155.75 |
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| Steris Shs Usd (STE) | 0.6 | $2.3M | +4% | 11k | 219.42 |
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| Inhibrx (INBX) | 0.6 | $2.2M | 122k | 18.35 |
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| Amgen (AMGN) | 0.6 | $2.2M | 8.2k | 268.76 |
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| Pepsi (PEP) | 0.5 | $2.1M | 13k | 169.44 |
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| Bank of America Corporation (BAC) | 0.5 | $2.1M | +2% | 76k | 27.38 |
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| American Tower Reit (AMT) | 0.5 | $2.0M | -7% | 12k | 164.45 |
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| Lauder Estee Cos Cl A (EL) | 0.5 | $2.0M | 14k | 144.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.0M | 7.4k | 265.98 |
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| Edwards Lifesciences (EW) | 0.5 | $1.9M | -2% | 28k | 69.28 |
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| Keysight Technologies (KEYS) | 0.5 | $1.9M | 14k | 132.31 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.7M | 10k | 159.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.6M | 24k | 68.42 |
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| Procter & Gamble Company (PG) | 0.4 | $1.5M | -9% | 10k | 145.87 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.4M | +3% | 97k | 14.07 |
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| Honeywell International (HON) | 0.3 | $1.3M | 7.2k | 184.73 |
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| Lowe's Companies (LOW) | 0.3 | $1.3M | 6.2k | 207.84 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | -2% | 24k | 53.76 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.2M | 5.2k | 235.10 |
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| Sitio Royalties Corp Class A Com (STR) | 0.3 | $1.2M | -2% | 51k | 24.21 |
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| Broadcom (AVGO) | 0.3 | $1.2M | 1.5k | 830.32 |
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| Raymond James Financial (RJF) | 0.3 | $1.2M | 12k | 100.43 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | -2% | 3.0k | 408.95 |
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| McDonald's Corporation (MCD) | 0.3 | $1.2M | -2% | 4.5k | 263.44 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.2M | 44k | 27.37 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.2M | 16k | 71.44 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.9k | 395.91 |
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| Coca-Cola Company (KO) | 0.3 | $1.1M | 20k | 55.98 |
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| Chevron Corporation (CVX) | 0.3 | $1.1M | -5% | 6.7k | 168.62 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $979k | 31k | 31.55 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $967k | -5% | 9.2k | 104.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $958k | -30% | 5.6k | 171.45 |
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| Chubb (CB) | 0.2 | $951k | 4.6k | 208.18 |
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| Nike CL B (NKE) | 0.2 | $898k | 9.4k | 95.62 |
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| Advanced Micro Devices (AMD) | 0.2 | $890k | 8.7k | 102.82 |
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| Analog Devices (ADI) | 0.2 | $874k | 5.0k | 175.09 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $857k | 61k | 14.03 |
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| International Business Machines (IBM) | 0.2 | $839k | 6.0k | 140.30 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $837k | +2% | 1.7k | 506.17 |
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| Motorola Solutions Com New (MSI) | 0.2 | $791k | 2.9k | 272.27 |
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| BlackRock (BLK) | 0.2 | $769k | 1.2k | 646.69 |
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| Danaher Corporation (DHR) | 0.2 | $763k | 3.1k | 248.10 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $738k | 3.1k | 234.91 |
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| Abbott Laboratories (ABT) | 0.2 | $733k | 7.6k | 96.85 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $702k | 1.8k | 392.80 |
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| Qualcomm (QCOM) | 0.2 | $685k | -3% | 6.2k | 111.06 |
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| Pfizer (PFE) | 0.2 | $682k | -9% | 21k | 33.17 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $662k | 9.2k | 71.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $657k | -13% | 9.5k | 69.40 |
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| Automatic Data Processing (ADP) | 0.2 | $650k | 2.7k | 240.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $641k | 2.4k | 272.31 |
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| Meta Platforms Cl A (META) | 0.2 | $622k | +4% | 2.1k | 300.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $597k | +23% | 2.8k | 212.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $591k | 1.7k | 358.18 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $589k | -5% | 4.6k | 128.74 |
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| Cme (CME) | 0.1 | $576k | 2.9k | 200.25 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $573k | 3.6k | 159.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $561k | 5.2k | 107.14 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $538k | 2.8k | 195.69 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $522k | 16k | 33.17 |
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| United Parcel Service CL B (UPS) | 0.1 | $514k | -2% | 3.3k | 155.87 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $496k | -4% | 4.9k | 101.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $485k | +3% | 1.6k | 307.05 |
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| TJX Companies (TJX) | 0.1 | $480k | 5.4k | 88.88 |
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| Illinois Tool Works (ITW) | 0.1 | $478k | 2.1k | 230.31 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $461k | NEW | 29k | 16.00 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $441k | -7% | 2.7k | 160.98 |
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| CVS Caremark Corporation (CVS) | 0.1 | $439k | 6.3k | 69.82 |
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| At&t (T) | 0.1 | $438k | -6% | 29k | 15.02 |
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| Medtronic SHS (MDT) | 0.1 | $426k | -15% | 5.4k | 78.36 |
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| Starwood Property Trust (STWD) | 0.1 | $424k | +13% | 22k | 19.35 |
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| Zoetis Cl A (ZTS) | 0.1 | $398k | 2.3k | 173.98 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $392k | 2.8k | 137.94 |
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| American Express Company (AXP) | 0.1 | $387k | -3% | 2.6k | 149.19 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $386k | 4.1k | 94.83 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $383k | 2.7k | 141.69 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $382k | 4.0k | 96.76 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $378k | 2.5k | 151.87 |
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| Palo Alto Networks (PANW) | 0.1 | $376k | 1.6k | 234.44 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $367k | 1.9k | 194.98 |
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| Verizon Communications (VZ) | 0.1 | $357k | -10% | 11k | 32.41 |
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| Oracle Corporation (ORCL) | 0.1 | $356k | 3.4k | 105.92 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $353k | 851.00 | 415.12 |
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| Republic Services (RSG) | 0.1 | $350k | -3% | 2.5k | 142.51 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $346k | 2.0k | 176.70 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $342k | -20% | 3.9k | 88.69 |
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| ConocoPhillips (COP) | 0.1 | $334k | +2% | 2.8k | 119.80 |
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| EOG Resources (EOG) | 0.1 | $329k | 2.6k | 126.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $321k | 2.1k | 151.82 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $319k | 22k | 14.62 |
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| Bristol Myers Squibb (BMY) | 0.1 | $316k | 5.5k | 58.04 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $316k | +51% | 1.6k | 194.77 |
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| Oneok (OKE) | 0.1 | $314k | NEW | 5.0k | 63.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $313k | -10% | 14k | 22.48 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $312k | NEW | 10k | 30.15 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $311k | 1.6k | 190.29 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $311k | 12k | 26.91 |
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| Tesla Motors (TSLA) | 0.1 | $310k | -2% | 1.2k | 250.22 |
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| SM Energy (SM) | 0.1 | $306k | 7.7k | 39.65 |
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| Servicenow (NOW) | 0.1 | $302k | 540.00 | 558.96 |
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| Diamondback Energy (FANG) | 0.1 | $300k | 1.9k | 154.88 |
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| Waste Management (WM) | 0.1 | $295k | +4% | 1.9k | 152.46 |
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| MercadoLibre (MELI) | 0.1 | $294k | 232.00 | 1267.88 |
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| Kla Corp Com New (KLAC) | 0.1 | $287k | 625.00 | 458.66 |
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| PNC Financial Services (PNC) | 0.1 | $284k | 2.3k | 122.77 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $278k | 3.2k | 86.90 |
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| Liberty Energy Com Cl A (LBRT) | 0.1 | $274k | 15k | 18.52 |
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| Caterpillar (CAT) | 0.1 | $273k | 1.0k | 273.00 |
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| Constellation Brands Cl A (STZ) | 0.1 | $270k | -10% | 1.1k | 251.33 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $265k | 2.6k | 101.86 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $262k | -7% | 3.8k | 68.81 |
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| Intel Corporation (INTC) | 0.1 | $262k | 7.4k | 35.55 |
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| Prologis (PLD) | 0.1 | $254k | 2.3k | 112.21 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $254k | 1.3k | 199.92 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $253k | 16k | 15.97 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $249k | 3.5k | 70.76 |
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| CSX Corporation (CSX) | 0.1 | $237k | +2% | 7.7k | 30.75 |
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| Becton, Dickinson and (BDX) | 0.1 | $233k | 902.00 | 258.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $230k | NEW | 2.2k | 103.32 |
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| Nextera Energy (NEE) | 0.1 | $228k | +2% | 4.0k | 57.29 |
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| Abbvie (ABBV) | 0.1 | $223k | 1.5k | 149.06 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $221k | 1.8k | 120.85 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $221k | 3.4k | 65.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $214k | 2.3k | 94.34 |
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| Equinix (EQIX) | 0.1 | $210k | 289.00 | 726.26 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $206k | 5.3k | 39.19 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $204k | NEW | 2.3k | 90.40 |
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| AutoZone (AZO) | 0.1 | $203k | NEW | 80.00 | 2540.00 |
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| Ribbon Communication (RBBN) | 0.0 | $174k | NEW | 65k | 2.68 |
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| Invesco SHS (IVZ) | 0.0 | $157k | 11k | 14.52 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $132k | 18k | 7.37 |
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| Propetro Hldg (PUMP) | 0.0 | $106k | 10k | 10.63 |
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| Reservoir Media (RSVR) | 0.0 | $61k | 10k | 6.10 |
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| Bgc Group Cl A (BGC) | 0.0 | $59k | NEW | 11k | 5.28 |
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| Tff Pharmaceuticals (TFFP) | 0.0 | $4.1k | 12k | 0.35 |
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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 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
- Meridian Wealth Advisors 2021 Q1 filed May 7, 2021
- Meridian Wealth Advisors 2020 Q4 filed Feb. 16, 2021
- Meridian Wealth Advisors 2020 Q3 filed Nov. 16, 2020
- Meridian Wealth Advisors 2020 Q2 filed Aug. 14, 2020
- Meridian Wealth Advisors 2020 Q1 filed May 15, 2020