Meridian Wealth Advisors

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

Portfolio Holdings for Meridian Wealth Advisors

Companies in the Meridian Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Pacer Fds Tr trendp 750 etf (PTLC) 10.24 685.60k -15% 27.01
Exxon Mobil Corporation (XOM) 7.62 362.92k 37.97
iShares S&P 500 Index (IVV) 6.61 46.25k +112% 258.41
Ishares Tr usa min vo (USMV) 5.29 177.17k +16% 54.01
Microsoft Corporation (MSFT) 4.56 52.34k +2% 157.71
Spdr S&p 500 Etf (SPY) 4.31 30.25k -5% 257.75
Apple (AAPL) 2.80 19.94k -47% 254.31
Vanguard Dividend Appreciation ETF (VIG) 2.71 47.47k +7% 103.39
Chevron Corporation (CVX) 2.09 52.27k -4% 72.46
Ishares Tr eafe min volat (EFAV) 2.08 60.55k -24% 62.05
iShares Gold Trust (IAU) 2.04 245.47k -42% 15.07
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.63 74.15k +5% 39.82
Amazon (AMZN) 1.59 1.47k -2% 1949.73
Pacer Fds Tr (PTMC) 1.34 85.53k -5% 28.33
Alphabet Inc Class A cs (GOOGL) 1.34 2.08k 1161.79
Technology SPDR (XLK) 1.33 29.88k +5% 80.39
SPDR S&P MidCap 400 ETF (MDY) 1.32 9.06k 262.89
Home Depot (HD) 1.09 10.61k -11% 186.70
Berkshire Hathaway (BRK.B) 1.07 10.59k -3% 182.81
Visa (V) 1.04 11.68k -4% 161.13
JPMorgan Chase & Co. (JPM) 0.97 19.41k -12% 90.01
Amgen (AMGN) 0.95 8.49k 202.73
UnitedHealth (UNH) 0.90 6.57k -20% 249.31
Bank of America Corporation (BAC) 0.89 75.87k NEW 21.23
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.88 9.69k -71% 165.00
Ishares Tr hdg msci eafe (HEFA) 0.88 65.39k -43% 24.21
SPDR S&P Dividend (SDY) 0.83 18.79k +13% 79.84
Merck & Co (MRK) 0.80 18.88k -3% 76.92
Johnson & Johnson (JNJ) 0.77 10.66k 131.14
Union Pacific Corporation (UNP) 0.69 8.80k -8% 140.99
American Campus Communities (ACC) 0.67 43.77k +134% 27.76
Verizon Communications (VZ) 0.66 22.37k 53.73
Facebook Inc cl a (FB) 0.63 6.78k +12% 166.79
Wal-Mart Stores (WMT) 0.62 9.95k -2% 113.61
Costco Wholesale Corporation (COST) 0.58 3.68k -6% 285.09
SPDR Gold Trust (GLD) 0.58 7.05k +158% 148.00
Cisco Systems (CSCO) 0.56 26.01k -2% 39.30
iShares Russell 1000 Growth Index (IWF) 0.56 6.73k +72% 150.71
Adobe Systems Incorporated (ADBE) 0.55 3.10k 318.20
iShares S&P 500 Growth Index (IVW) 0.53 5.83k 165.09
Comcast Corporation (CMCSA) 0.51 26.70k -16% 34.38
salesforce (CRM) 0.50 6.25k -7% 144.04
Pfizer (PFE) 0.49 27.02k 32.65
Medtronic (MDT) 0.47 9.51k -23% 90.13
Calamos Strategic Total Return Fund (CSQ) 0.46 84.90k +13% 9.76
Eaton (ETN) 0.45 10.55k +2% 77.65
Lockheed Martin Corporation (LMT) 0.44 2.36k +4% 338.84
Estee Lauder Companies (EL) 0.44 4.97k -16% 159.43
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.43 7.27k -79% 106.44
Becton, Dickinson and (BDX) 0.41 3.21k -8% 229.76
Vanguard Health Care ETF (VHT) 0.40 4.37k +28% 166.13
Honeywell International (HON) 0.40 5.38k -13% 133.75
Allstate Corporation (ALL) 0.39 7.67k -2% 91.72
Motorola Solutions (MSI) 0.39 5.27k -6% 132.90
Raymond James Financial (RJF) 0.37 10.64k -5% 63.23
McDonald's Corporation (MCD) 0.37 4.02k +4% 165.42
American Tower Reit (AMT) 0.37 3.05k +20% 217.78
Intercontinentalex.. (ICE) 0.37 8.21k -21% 80.71
iShares Dow Jones US Technology (IYW) 0.36 3.16k 204.43
Procter & Gamble Company (PG) 0.35 5.82k +3% 110.08
Intel Corporation (INTC) 0.35 11.85k 54.08
Air Products & Chemicals (APD) 0.34 3.12k -5% 199.61
Enterprise Products Partners (EPD) 0.34 43.17k 14.29
Broadcom (AVGO) 0.34 2.57k -5% 236.97
O'reilly Automotive (ORLY) 0.33 2.00k 300.85
Accenture (ACN) 0.32 3.58k -11% 163.23
iShares Russell 2000 Index (IWM) 0.32 5.10k -80% 114.40
Pepsi (PEP) 0.31 4.72k -3% 120.18
Abbott Laboratories (ABT) 0.31 7.02k -3% 78.93
Alphabet Inc Class C cs (GOOG) 0.30 460 -30% 1163.04
Republic Services (RSG) 0.29 7.05k +5% 75.05
Chubb (CB) 0.29 4.67k -15% 111.68
Coca-Cola Company (KO) 0.28 11.51k -20% 44.23
Thermo Fisher Scientific (TMO) 0.27 1.75k +11% 283.68
L3harris Technologies (LHX) 0.27 2.71k 180.01
Mondelez Int (MDLZ) 0.27 9.60k +4% 50.09
Trane Technologies (TT) 0.25 5.58k NEW 82.56
Health Care SPDR (XLV) 0.25 5.18k 88.52
iShares Russell 1000 Index (IWB) 0.25 3.22k +26% 141.44
Vanguard Mid-Cap ETF (VO) 0.25 3.43k -6% 131.56
At&t (T) 0.24 14.90k +3% 29.12
Blackstone Group Inc Com Cl A (BX) 0.23 9.13k -6% 45.54
Eli Lilly & Co. (LLY) 0.23 2.96k +13% 138.61
Iqvia Holdings (IQV) 0.22 3.74k -9% 107.84
Nike (NKE) 0.22 4.86k 82.65
iShares Russell 3000 Growth Index (IUSG) 0.21 6.80k +16% 57.02
Cme (CME) 0.21 2.23k -5% 173.09
Texas Instruments Incorporated (TXN) 0.21 3.84k +14% 99.84
3M Company (MMM) 0.21 2.74k -6% 136.66
Automatic Data Processing (ADP) 0.20 2.70k -5% 136.83
Kansas City Southern (KSU) 0.20 2.86k -16% 127.06
Financial Select Sector SPDR (XLF) 0.20 17.33k +27% 20.83
TJX Companies (TJX) 0.20 7.51k 47.82
First Trust Large Cap GO Alpha Fnd (FTC) 0.20 5.95k 59.83
iShares Russell 1000 Value Index (IWD) 0.19 3.38k +24% 99.11
International Business Machines (IBM) 0.18 3.01k 111.04
Vanguard Large-Cap ETF (VV) 0.18 2.75k NEW 118.55
NVIDIA Corporation (NVDA) 0.18 1.22k +21% 263.37
SYSCO Corporation (SYY) 0.18 6.98k -10% 45.68
Energy Transfer Equity (ET) 0.17 68.29k NEW 4.60
Truist Financial Corp equities (TFC) 0.17 9.99k -33% 30.82
Unilever (UN) 0.17 6.21k 48.82
Kimberly-Clark Corporation (KMB) 0.17 2.37k +2% 127.69
Lowe's Companies (LOW) 0.16 3.46k -24% 86.03
Consumer Staples Select Sect. SPDR (XLP) 0.16 5.34k +29% 54.48
Brigham Minerals Inc-cl A (MNRL) 0.16 34.15k +50% 8.26
BlackRock (BLK) 0.15 634 -42% 440.06
iShares S&P Global Clean Energy Index (ICLN) 0.15 29.14k +3% 9.54
Illinois Tool Works (ITW) 0.15 1.94k 142.34
Consumer Discretionary SPDR (XLY) 0.15 2.81k 98.22
Ribbon Communication (RBBN) 0.15 89.87k 3.03
Invesco Qqq Trust Series 1 (QQQ) 0.15 1.43k NEW 190.18
CVS Caremark Corporation (CVS) 0.14 4.40k -3% 59.33
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy (BSJM) 0.14 12.00k -17% 21.67
Bristol Myers Squibb (BMY) 0.14 4.55k +46% 55.76
Vanguard Total Stock Market ETF (VTI) 0.14 1.97k 128.93
iShares NASDAQ Biotechnology Index (IBB) 0.14 2.35k 107.89
Vanguard Value ETF (VTV) 0.14 2.81k NEW 89.06
Alibaba Group Holding Ltd Spon (BABA) 0.14 1.28k +20% 194.55
iShares S&P SmallCap 600 Index (IJR) 0.13 4.21k -9% 56.04
Schwab Strategic Tr us dividend eq (SCHD) 0.13 5.19k +48% 44.89
Clorox Company (CLX) 0.13 1.31k NEW 173.52
Vanguard Mega Cap 300 Index (MGC) 0.12 2.49k 90.84
United Parcel Service (UPS) 0.12 2.40k -19% 93.41
iShares MSCI EAFE Index Fund (EFA) 0.12 4.17k NEW 53.49
Advanced Micro Devices (AMD) 0.12 4.80k -4% 45.42
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.12 10.25k -29% 21.27
Rockwell Automation (ROK) 0.12 1.44k -21% 151.07
Industrial SPDR (XLI) 0.12 3.65k -18% 58.98
United Technologies Corporation 0.12 2.24k -30% 94.47
Raytheon Company 0.12 1.59k +23% 131.03
Nextera Energy (NEE) 0.12 870 -2% 240.23
American Express Company (AXP) 0.11 2.41k 85.44
Waste Management (WM) 0.11 2.21k NEW 92.35
Viper Energy Partners (VNOM) 0.08 22.75k -8% 6.64
Invesco (IVZ) 0.08 15.88k 9.07
United States Oil Fund 0.07 30.00k NEW 4.20
Archrock (AROC) 0.05 23.80k 3.74
Liberty Oilfield Services -a (LBRT) 0.02 14.80k NEW 2.70
BGC Partners (BGCP) 0.02 14.00k -12% 2.50
Northern Oil & Gas (NOG) 0.00 10.00k 0.70
Chesapeake Energy Corporation 0.00 10.78k -14% 0.19

Past Filings by Meridian Wealth Advisors

View past SEC 13F filings by Meridian Wealth Advisors

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