Meridian Wealth Advisors

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

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Positions held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 191 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.3 $36M +9% 94k 384.21
Exxon Mobil Corporation (XOM) 7.8 $30M -10% 275k 110.30
Apple (AAPL) 3.9 $15M -2% 115k 129.93
Microsoft Corporation (MSFT) 3.5 $14M 57k 239.82
Ishares Gold Tr Ishares New (IAU) 3.5 $13M +2% 388k 34.59
Ishares Tr Msci Usa Min Vol (USMV) 3.4 $13M +5% 184k 72.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $10M 27k 382.43
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $9.5M 63k 151.85
Spdr Ser Tr S&p Divid Etf (SDY) 2.0 $7.9M -60% 63k 125.11
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.0 $7.7M 207k 37.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.7 $6.5M +16% 15k 442.80
JPMorgan Chase & Co. (JPM) 1.7 $6.4M +7% 48k 134.10
Home Depot (HD) 1.4 $5.6M +6% 18k 315.87
UnitedHealth (UNH) 1.4 $5.5M 10k 530.18

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Merck & Co (MRK) 1.4 $5.4M 48k 110.95
Devon Energy Corporation (DVN) 1.4 $5.3M 86k 61.51
Amazon (AMZN) 1.3 $5.0M +16% 59k 84.00
Visa Com Cl A (V) 1.2 $4.8M +8% 23k 207.76
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $4.6M +50% 23k 203.81
Marathon Petroleum Corp (MPC) 1.2 $4.5M 39k 116.39
Costco Wholesale Corporation (COST) 1.1 $4.3M +7% 9.4k 456.52
Union Pacific Corporation (UNP) 1.1 $4.2M +13% 20k 207.07
O'reilly Automotive (ORLY) 1.1 $4.2M +4% 4.9k 844.03
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.1M +3% 47k 88.23
Eaton Corp SHS (ETN) 1.0 $3.9M +20% 25k 156.95
Allstate Corporation (ALL) 1.0 $3.8M +10% 28k 135.60
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $3.7M +170% 63k 58.50
Ishares Tr Hdg Msci Eafe (HEFA) 0.9 $3.7M +54% 136k 27.00
Pioneer Natural Resources (PXD) 0.9 $3.6M +2% 16k 228.39
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $3.5M 97k 35.86
Trane Technologies SHS (TT) 0.8 $3.2M +17% 19k 168.09
Diageo Spon Adr New (DEO) 0.8 $3.2M +12% 18k 178.19
Johnson & Johnson (JNJ) 0.8 $3.2M 18k 176.65
Inhibrx (INBX) 0.8 $3.0M 122k 24.64
Intercontinental Exchange (ICE) 0.7 $2.8M +31% 28k 102.59
Lauder Estee Cos Cl A (EL) 0.7 $2.8M +20% 11k 248.12
Select Sector Spdr Tr Technology (XLK) 0.7 $2.7M -16% 22k 124.44
S&p Global (SPGI) 0.7 $2.7M +34% 8.1k 334.94
Air Products & Chemicals (APD) 0.7 $2.7M +60% 8.7k 308.27
Pepsi (PEP) 0.7 $2.6M 15k 180.66
Eli Lilly & Co. (LLY) 0.7 $2.6M 7.1k 365.84
Bank of America Corporation (BAC) 0.6 $2.5M 75k 33.12
Iqvia Holdings (IQV) 0.6 $2.4M +10% 12k 204.89
Adobe Systems Incorporated (ADBE) 0.6 $2.4M +22% 7.0k 336.53
Amgen (AMGN) 0.6 $2.3M 8.7k 262.64
American Tower Reit (AMT) 0.6 $2.3M +24% 11k 211.86
salesforce (CRM) 0.5 $2.0M +20% 15k 132.59
Keysight Technologies (KEYS) 0.5 $2.0M +12% 12k 171.07
Wal-Mart Stores (WMT) 0.5 $2.0M 14k 141.79
Honeywell International (HON) 0.5 $1.9M -10% 8.8k 214.31
Comcast Corp Cl A (CMCSA) 0.5 $1.9M +30% 53k 34.97
Kimbell Rty Partners Unit (KRP) 0.5 $1.9M +12% 111k 16.70
Procter & Gamble Company (PG) 0.5 $1.8M 12k 151.56
Lockheed Martin Corporation (LMT) 0.5 $1.8M 3.7k 486.49
Sitio Royalties Corp Class A Com 0.4 $1.7M NEW 60k 28.85
Edwards Lifesciences (EW) 0.4 $1.7M 23k 74.61
Chevron Corporation (CVX) 0.4 $1.7M -55% 9.5k 179.48
Fiserv (FISV) 0.4 $1.7M NEW 17k 101.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 7.4k 214.25
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M -3% 18k 88.73
Raymond James Financial (RJF) 0.4 $1.5M -3% 14k 106.85
McDonald's Corporation (MCD) 0.4 $1.5M 5.6k 263.55
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.5M 8.7k 169.64
Coca-Cola Company (KO) 0.4 $1.4M -2% 23k 63.61
Pfizer (PFE) 0.4 $1.4M -2% 27k 51.24
Cisco Systems (CSCO) 0.3 $1.4M -5% 28k 47.64
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.3M -6% 94k 13.42
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.2M 5.0k 248.05
Lowe's Companies (LOW) 0.3 $1.2M -3% 6.2k 199.24
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M +24% 17k 70.37
Abbott Laboratories (ABT) 0.3 $1.2M 11k 109.79
Chubb (CB) 0.3 $1.1M 5.2k 220.60
Steris Shs Usd (STE) 0.3 $1.1M +165% 6.0k 184.68
Enterprise Products Partners (EPD) 0.3 $1.0M 43k 24.12
Mastercard Incorporated Cl A (MA) 0.3 $1.0M 2.9k 347.73
Broadcom (AVGO) 0.3 $977k -69% 1.7k 559.18
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $969k 31k 31.21
Raytheon Technologies Corp (RTX) 0.2 $957k -3% 9.5k 100.92
NVIDIA Corporation (NVDA) 0.2 $925k -2% 6.3k 146.14
International Business Machines (IBM) 0.2 $906k -3% 6.4k 140.90
Thermo Fisher Scientific (TMO) 0.2 $889k -7% 1.6k 550.69
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $869k NEW 9.2k 94.64
BlackRock (BLK) 0.2 $853k -9% 1.2k 708.52
Republic Services (RSG) 0.2 $825k 6.4k 128.98
Analog Devices (ADI) 0.2 $819k 5.0k 164.03
Danaher Corporation (DHR) 0.2 $816k -7% 3.1k 265.42
Ishares Tr U.s. Tech Etf (IYW) 0.2 $813k 11k 74.49
United Parcel Service CL B (UPS) 0.2 $776k +2% 4.5k 173.84
Motorola Solutions Com New (MSI) 0.2 $775k 3.0k 257.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $768k +4% 16k 46.71
Mondelez Intl Cl A (MDLZ) 0.2 $762k -12% 11k 66.65
Qualcomm (QCOM) 0.2 $743k -4% 6.8k 109.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $741k -33% 2.1k 351.39
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $725k 61k 11.87
Ishares Tr Rus 1000 Etf (IWB) 0.2 $677k 3.2k 210.52
Nike CL B (NKE) 0.2 $675k -2% 5.8k 117.01
Verizon Communications (VZ) 0.2 $667k -33% 17k 39.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $658k 4.8k 135.85
ConocoPhillips (COP) 0.2 $652k 5.5k 118.00
Cme (CME) 0.2 $650k 3.9k 168.17
Automatic Data Processing (ADP) 0.2 $649k -3% 2.7k 238.86
At&t (T) 0.2 $642k -18% 35k 18.41
CVS Caremark Corporation (CVS) 0.2 $593k -11% 6.4k 93.19
Advanced Micro Devices (AMD) 0.1 $573k -2% 8.8k 64.77
Texas Instruments Incorporated (TXN) 0.1 $566k 3.4k 165.22
TJX Companies (TJX) 0.1 $549k 6.9k 79.60
SYSCO Corporation (SYY) 0.1 $549k 7.2k 76.45
Select Sector Spdr Tr Financial (XLF) 0.1 $545k -7% 16k 34.20
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $544k 6.0k 91.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $533k +17% 2.8k 191.21
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $505k 5.1k 98.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $501k 2.4k 213.11
Bristol Myers Squibb (BMY) 0.1 $500k -2% 7.0k 71.95
American Express Company (AXP) 0.1 $491k -5% 3.3k 147.75
Dollar General (DG) 0.1 $489k 2.0k 246.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $479k 2.8k 174.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $478k NEW 11k 41.97
Constellation Brands Cl A (STZ) 0.1 $477k 2.1k 231.75
Starwood Property Trust (STWD) 0.1 $475k -16% 26k 18.33
Illinois Tool Works (ITW) 0.1 $466k 2.1k 220.30
Vanguard World Fds Industrial Etf (VIS) 0.1 $449k -14% 2.5k 182.61
Medtronic SHS (MDT) 0.1 $441k -21% 5.7k 77.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $426k -36% 4.3k 99.55
Accenture Plc Ireland Shs Class A (ACN) 0.1 $419k -8% 1.6k 266.78
Ishares Tr Russell 2000 Etf (IWM) 0.1 $411k -18% 2.4k 174.35
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $404k -21% 20k 19.85
Vanguard Index Fds Value Etf (VTV) 0.1 $398k 2.8k 140.37
Blackstone Group Inc Com Cl A (BX) 0.1 $388k -7% 5.2k 74.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $382k 3.0k 129.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $382k +50% 2.7k 141.25
MercadoLibre (MELI) 0.1 $380k 449.00 846.24
Colgate-Palmolive Company (CL) 0.1 $368k -16% 4.7k 78.79
PNC Financial Services (PNC) 0.1 $368k 2.3k 157.94
Zoetis Cl A (ZTS) 0.1 $355k 2.4k 146.55
Becton, Dickinson and (BDX) 0.1 $351k -8% 1.4k 254.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $347k -27% 1.3k 266.27
Crown Castle Intl (CCI) 0.1 $347k -4% 2.6k 135.64
Diamondback Energy (FANG) 0.1 $346k 2.5k 136.78
EOG Resources (EOG) 0.1 $344k -2% 2.7k 129.51
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $343k 16k 22.11
Williams Companies (WMB) 0.1 $337k 10k 32.90
Block Cl A (SQ) 0.1 $333k -24% 5.3k 62.84
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $332k 4.1k 81.52
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $331k 12k 28.66
Vanguard World Mega Cap Index (MGC) 0.1 $329k 2.5k 132.40
Nextera Energy (NEE) 0.1 $326k 3.9k 83.60
Intel Corporation (INTC) 0.1 $325k -19% 12k 26.43
Kimberly-Clark Corporation (KMB) 0.1 $323k -26% 2.4k 135.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $318k 2.1k 151.65
3M Company (MMM) 0.1 $315k -14% 2.6k 119.92
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $309k 6.1k 50.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $307k 4.1k 74.55
Walt Disney Company (DIS) 0.1 $304k -23% 3.5k 86.88
Valero Energy Corporation (VLO) 0.1 $300k 2.4k 126.84
Waste Management (WM) 0.1 $290k 1.8k 156.85
Marsh & McLennan Companies (MMC) 0.1 $278k -17% 1.7k 165.50
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $277k 4.2k 65.86
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $275k -2% 859.00 319.58
Microchip Technology (MCHP) 0.1 $274k 3.9k 70.25
SM Energy (SM) 0.1 $269k 7.7k 34.83
Oracle Corporation (ORCL) 0.1 $269k 3.3k 81.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $264k 3.5k 75.54
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $257k 15k 16.80
Prologis (PLD) 0.1 $255k NEW 2.3k 112.71
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $244k -22% 1.7k 145.95
Abbvie (ABBV) 0.1 $241k -15% 1.5k 161.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $241k -7% 3.8k 63.59
Caterpillar (CAT) 0.1 $238k NEW 992.00 239.56
Liberty Energy Com Cl A (LBRT) 0.1 $237k 15k 16.01
Novartis Sponsored Adr (NVS) 0.1 $236k NEW 2.6k 90.72
Kla Corp Com New (KLAC) 0.1 $236k NEW 625.00 377.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k -8% 3.1k 74.49
CSX Corporation (CSX) 0.1 $232k 7.5k 30.98
Kinder Morgan (KMI) 0.1 $231k -4% 13k 18.08
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $230k 5.3k 43.83
Bandwidth Com Cl A (BAND) 0.1 $224k NEW 9.8k 22.95
Palo Alto Networks (PANW) 0.1 $224k 1.6k 139.54
Servicenow (NOW) 0.1 $210k 540.00 388.27
Target Corporation (TGT) 0.1 $208k 1.4k 149.04
Yum! Brands (YUM) 0.1 $207k NEW 1.6k 128.10
Emerson Electric (EMR) 0.1 $207k NEW 2.2k 96.06
General Dynamics Corporation (GD) 0.1 $202k NEW 815.00 248.11
Canadian Natl Ry (CNI) 0.1 $202k NEW 1.7k 118.88
General Mills (GIS) 0.1 $202k NEW 2.4k 83.85
Nxp Semiconductors N V (NXPI) 0.1 $201k NEW 1.3k 158.03
Invesco SHS (IVZ) 0.1 $194k 11k 17.99
Ribbon Communication (RBBN) 0.0 $181k 65k 2.79
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $135k -12% 18k 7.55
Propetro Hldg (PUMP) 0.0 $104k 10k 10.37
Reservoir Media (RSVR) 0.0 $60k NEW 10k 5.97
Bgc Partners Cl A (BGCP) 0.0 $42k 11k 3.77

Past Filings by Meridian Wealth Advisors

SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018

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