Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, XOM, AESI, AAPL, MSFT, and represent 28.67% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AESI (+$22M), AMD, IGLB, VO, MSFT, SQ, EPD, CCI, CNI, AMAT.
- Started 6 new stock positions in AMAT, AESI, CNI, IGLB, SQ, CCI.
- Reduced shares in these 10 stocks: USMV, KEYS, IVV, SPY, SDY, DIVO, IAU, GOOGL, MDY, IWM.
- Sold out of its positions in BDX, IWM, KEYS, PLD, XLE, Tff Pharmaceuticals, VYM.
- Meridian Wealth Advisors was a net buyer of stock by $18M.
- Meridian Wealth Advisors has $457M in assets under management (AUM), dropping by 14.12%.
- Central Index Key (CIK): 0001768095
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Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 177 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.4 | $43M | -2% | 90k | 477.63 |
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| Exxon Mobil Corporation (XOM) | 5.8 | $26M | 264k | 99.98 |
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| Atlas Energy Solutions Com New (AESI) | 4.8 | $22M | NEW | 1.3M | 17.22 |
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| Apple (AAPL) | 4.4 | $20M | 104k | 192.53 |
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| Microsoft Corporation (MSFT) | 4.3 | $20M | 53k | 376.04 |
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| Ishares Gold Tr Ishares New (IAU) | 3.1 | $14M | -2% | 368k | 39.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $14M | -5% | 30k | 475.31 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.4 | $11M | -15% | 139k | 78.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $11M | 62k | 170.40 |
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| Amazon (AMZN) | 2.2 | $10M | 67k | 151.94 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $9.0M | 53k | 170.10 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.9 | $8.9M | 206k | 43.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.1M | -5% | 51k | 139.69 |
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| Costco Wholesale Corporation (COST) | 1.4 | $6.6M | 10k | 660.09 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.4 | $6.6M | -5% | 13k | 507.39 |
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| Eaton Corp SHS (ETN) | 1.4 | $6.4M | 27k | 240.82 |
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| UnitedHealth (UNH) | 1.4 | $6.3M | 12k | 526.45 |
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| Visa Com Cl A (V) | 1.4 | $6.2M | +2% | 24k | 260.35 |
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| Home Depot (HD) | 1.3 | $6.1M | 18k | 346.55 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $6.1M | +4% | 26k | 232.64 |
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| Merck & Co (MRK) | 1.2 | $5.4M | +2% | 49k | 109.02 |
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| Union Pacific Corporation (UNP) | 1.2 | $5.3M | +2% | 22k | 245.62 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $5.3M | +2% | 8.8k | 596.60 |
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| Trane Technologies SHS (TT) | 1.2 | $5.3M | +2% | 22k | 243.90 |
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| salesforce (CRM) | 1.1 | $4.9M | 19k | 263.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $4.8M | 100k | 47.90 |
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| Inhibrx (INBX) | 1.0 | $4.6M | 122k | 38.00 |
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| O'reilly Automotive (ORLY) | 1.0 | $4.6M | 4.8k | 950.08 |
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| Marathon Petroleum Corp (MPC) | 0.9 | $4.3M | 29k | 148.36 |
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| S&p Global (SPGI) | 0.9 | $4.3M | +4% | 9.7k | 440.52 |
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| Intercontinental Exchange (ICE) | 0.9 | $4.2M | +3% | 33k | 128.43 |
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| Eli Lilly & Co. (LLY) | 0.9 | $4.2M | 7.2k | 582.92 |
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| Allstate Corporation (ALL) | 0.9 | $4.2M | +3% | 30k | 139.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $4.1M | 21k | 192.48 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $4.0M | -14% | 32k | 124.97 |
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| Advanced Micro Devices (AMD) | 0.8 | $3.5M | +176% | 24k | 147.41 |
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| Iqvia Holdings (IQV) | 0.8 | $3.4M | +5% | 15k | 231.38 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $3.4M | +3% | 78k | 43.85 |
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| Devon Energy Corporation (DVN) | 0.7 | $3.3M | +3% | 74k | 45.30 |
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| Pioneer Natural Resources (PXD) | 0.7 | $3.2M | 14k | 224.88 |
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| Fiserv (FI) | 0.7 | $3.2M | +3% | 24k | 132.84 |
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| Diageo Spon Adr New (DEO) | 0.6 | $2.9M | 20k | 145.66 |
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| NVIDIA Corporation (NVDA) | 0.6 | $2.8M | 5.7k | 495.23 |
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| Air Products & Chemicals (APD) | 0.6 | $2.6M | 9.5k | 273.81 |
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| American Tower Reit (AMT) | 0.6 | $2.6M | -3% | 12k | 215.88 |
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| Bank of America Corporation (BAC) | 0.6 | $2.5M | 76k | 33.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.5M | 18k | 140.93 |
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| Steris Shs Usd (STE) | 0.5 | $2.5M | +7% | 11k | 219.85 |
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| Amgen (AMGN) | 0.5 | $2.4M | 8.2k | 288.02 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $2.3M | -17% | 64k | 36.55 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.3M | 15k | 156.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.3M | 7.4k | 303.18 |
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| Pepsi (PEP) | 0.5 | $2.2M | 13k | 169.84 |
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| Edwards Lifesciences (EW) | 0.5 | $2.1M | 28k | 76.25 |
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| Lauder Estee Cos Cl A (EL) | 0.4 | $1.9M | -4% | 13k | 146.25 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.8M | 24k | 75.10 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.6M | -3% | 10k | 157.66 |
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| Broadcom (AVGO) | 0.3 | $1.5M | -6% | 1.4k | 1116.29 |
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| Honeywell International (HON) | 0.3 | $1.5M | 7.2k | 209.72 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.4M | 97k | 14.87 |
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| Lowe's Companies (LOW) | 0.3 | $1.4M | +4% | 6.5k | 222.57 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | -2% | 9.8k | 146.55 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.4M | +8% | 18k | 81.10 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.4M | +22% | 53k | 26.35 |
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| Raymond James Financial (RJF) | 0.3 | $1.4M | 12k | 111.50 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | 4.5k | 296.48 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | -2% | 2.9k | 453.18 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.3M | 5.2k | 250.72 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.9k | 426.51 |
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| Sitio Royalties Corp Class A Com (STR) | 0.3 | $1.2M | 51k | 23.51 |
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| Coca-Cola Company (KO) | 0.3 | $1.2M | 20k | 58.93 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | -2% | 23k | 50.52 |
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| Chevron Corporation (CVX) | 0.2 | $1.1M | +14% | 7.6k | 149.15 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | 9.2k | 122.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.0M | -3% | 5.4k | 191.17 |
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| Chubb (CB) | 0.2 | $1.0M | 4.6k | 226.01 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.0M | 31k | 32.86 |
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| Nike CL B (NKE) | 0.2 | $1.0M | 9.3k | 108.57 |
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| Analog Devices (ADI) | 0.2 | $991k | 5.0k | 198.56 |
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| International Business Machines (IBM) | 0.2 | $941k | -3% | 5.8k | 163.56 |
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| BlackRock (BLK) | 0.2 | $909k | -5% | 1.1k | 811.79 |
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| Qualcomm (QCOM) | 0.2 | $889k | 6.1k | 144.63 |
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| Motorola Solutions Com New (MSI) | 0.2 | $882k | -2% | 2.8k | 313.09 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $878k | 1.7k | 530.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $866k | +11% | 2.0k | 436.70 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $843k | 61k | 13.80 |
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| Abbott Laboratories (ABT) | 0.2 | $833k | 7.6k | 110.07 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $824k | 3.1k | 262.26 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $765k | 9.1k | 84.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $738k | +10% | 3.1k | 237.20 |
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| Meta Platforms Cl A (META) | 0.2 | $725k | 2.0k | 353.96 |
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| Danaher Corporation (DHR) | 0.2 | $711k | 3.1k | 231.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $685k | 5.2k | 130.92 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $683k | 9.4k | 72.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $668k | 1.6k | 409.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $627k | -14% | 2.0k | 310.88 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $624k | 4.6k | 136.38 |
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| Automatic Data Processing (ADP) | 0.1 | $615k | -2% | 2.6k | 232.97 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $602k | -2% | 3.5k | 170.46 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $600k | 2.8k | 218.15 |
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| Cme (CME) | 0.1 | $595k | 2.8k | 210.61 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $571k | NEW | 11k | 52.69 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $558k | 4.9k | 113.99 |
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| Illinois Tool Works (ITW) | 0.1 | $544k | 2.1k | 261.94 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $541k | -8% | 14k | 37.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $537k | -3% | 1.5k | 350.93 |
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| Pfizer (PFE) | 0.1 | $524k | -11% | 18k | 28.79 |
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| United Parcel Service CL B (UPS) | 0.1 | $518k | 3.3k | 157.23 |
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| TJX Companies (TJX) | 0.1 | $506k | 5.4k | 93.81 |
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| At&t (T) | 0.1 | $494k | 29k | 16.78 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $490k | 2.7k | 178.81 |
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| American Express Company (AXP) | 0.1 | $478k | 2.5k | 187.34 |
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| Palo Alto Networks (PANW) | 0.1 | $473k | 1.6k | 294.88 |
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| CVS Caremark Corporation (CVS) | 0.1 | $460k | -7% | 5.8k | 78.96 |
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| Zoetis Cl A (ZTS) | 0.1 | $452k | 2.3k | 197.37 |
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| Starwood Property Trust (STWD) | 0.1 | $439k | -4% | 21k | 21.02 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $437k | 29k | 15.05 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $433k | 4.0k | 109.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $425k | 2.8k | 149.51 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $424k | 4.1k | 104.10 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $421k | 2.5k | 169.28 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $415k | 1.9k | 220.39 |
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| Republic Services (RSG) | 0.1 | $405k | 2.5k | 164.91 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $384k | 3.9k | 98.88 |
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| Servicenow (NOW) | 0.1 | $382k | 540.00 | 706.49 |
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| Intel Corporation (INTC) | 0.1 | $366k | 7.3k | 50.25 |
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| MercadoLibre (MELI) | 0.1 | $365k | 232.00 | 1571.54 |
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| Diamondback Energy (FANG) | 0.1 | $364k | +21% | 2.3k | 155.08 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $364k | 12k | 31.01 |
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| Medtronic SHS (MDT) | 0.1 | $360k | -19% | 4.4k | 82.38 |
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| PNC Financial Services (PNC) | 0.1 | $358k | 2.3k | 154.85 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $356k | 1.6k | 219.57 |
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| Verizon Communications (VZ) | 0.1 | $352k | -15% | 9.3k | 37.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $349k | 2.1k | 165.25 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $347k | -18% | 2.2k | 157.80 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $334k | 10k | 32.26 |
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| Waste Management (WM) | 0.1 | $330k | -4% | 1.8k | 179.06 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $330k | -2% | 21k | 15.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $326k | -2% | 3.1k | 104.00 |
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| Oneok (OKE) | 0.1 | $323k | -7% | 4.6k | 70.22 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $316k | 14k | 22.73 |
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| ConocoPhillips (COP) | 0.1 | $315k | -2% | 2.7k | 116.07 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $310k | 1.6k | 189.49 |
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| Tesla Motors (TSLA) | 0.1 | $308k | 1.2k | 248.48 |
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| Kla Corp Com New (KLAC) | 0.1 | $302k | -16% | 520.00 | 581.30 |
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| SM Energy (SM) | 0.1 | $299k | 7.7k | 38.72 |
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| Oracle Corporation (ORCL) | 0.1 | $294k | -17% | 2.8k | 105.43 |
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| Caterpillar (CAT) | 0.1 | $293k | 992.00 | 295.67 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $292k | 1.3k | 229.68 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $274k | 3.8k | 72.03 |
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| Block Cl A (SQ) | 0.1 | $274k | NEW | 3.5k | 77.35 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $271k | 16k | 16.86 |
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| Liberty Energy Com Cl A (LBRT) | 0.1 | $269k | 15k | 18.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $266k | 3.5k | 76.13 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $263k | 2.6k | 100.97 |
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| CSX Corporation (CSX) | 0.1 | $260k | -2% | 7.5k | 34.67 |
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| Constellation Brands Cl A (STZ) | 0.1 | $259k | 1.1k | 241.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $246k | 2.3k | 108.26 |
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| EOG Resources (EOG) | 0.1 | $243k | -22% | 2.0k | 120.94 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $235k | 3.4k | 69.34 |
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| Equinix (EQIX) | 0.1 | $233k | 289.00 | 805.39 |
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| Abbvie (ABBV) | 0.1 | $232k | 1.5k | 154.97 |
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| Nextera Energy (NEE) | 0.1 | $230k | -4% | 3.8k | 60.74 |
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| Crown Castle Intl (CCI) | 0.1 | $229k | NEW | 2.0k | 115.19 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $223k | 5.3k | 42.41 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $220k | 1.8k | 121.51 |
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| Canadian Natl Ry (CNI) | 0.0 | $214k | NEW | 1.7k | 125.63 |
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| Applied Materials (AMAT) | 0.0 | $209k | NEW | 1.3k | 162.09 |
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| Bristol Myers Squibb (BMY) | 0.0 | $208k | -25% | 4.1k | 51.31 |
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| AutoZone (AZO) | 0.0 | $207k | 80.00 | 2585.61 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $201k | -51% | 415.00 | 484.50 |
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| Invesco SHS (IVZ) | 0.0 | $193k | 11k | 17.84 |
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| Ribbon Communication (RBBN) | 0.0 | $188k | 65k | 2.90 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $139k | 18k | 7.72 |
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| Propetro Hldg (PUMP) | 0.0 | $84k | 10k | 8.38 |
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| Bgc Group Cl A (BGC) | 0.0 | $80k | 11k | 7.22 |
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| Reservoir Media (RSVR) | 0.0 | $71k | 10k | 7.13 |
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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 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
- 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