Meridian Wealth Advisors as of March 31, 2019
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 127 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 20.7 | $28M | 352k | 80.80 | |
Ishares Tr usa min vo (USMV) | 5.2 | $7.2M | 122k | 58.80 | |
Chevron Corporation (CVX) | 4.6 | $6.3M | 51k | 123.17 | |
Pacer Fds Tr trendp 750 etf (PTLC) | 4.3 | $5.9M | 200k | 29.38 | |
Ishares Tr eafe min volat (EFAV) | 3.5 | $4.8M | 66k | 72.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 3.2 | $4.5M | 41k | 109.63 | |
Microsoft Corporation (MSFT) | 3.1 | $4.3M | 36k | 117.93 | |
Ishares Tr hdg msci eafe (HEFA) | 2.7 | $3.7M | 128k | 28.87 | |
Apple (AAPL) | 1.9 | $2.6M | 14k | 189.98 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.8 | $2.5M | 7.3k | 345.44 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | 21k | 101.24 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 1.6 | $2.1M | 43k | 49.66 | |
Amazon (AMZN) | 1.3 | $1.7M | 978.00 | 1781.19 | |
Amgen (AMGN) | 1.2 | $1.6M | 8.6k | 190.02 | |
SPDR S&P Dividend (SDY) | 1.2 | $1.6M | 16k | 99.41 | |
Home Depot (HD) | 1.1 | $1.5M | 7.9k | 191.93 | |
Union Pacific Corporation (UNP) | 1.1 | $1.4M | 8.6k | 167.23 | |
Berkshire Hathaway (BRK.B) | 1.0 | $1.4M | 7.0k | 200.94 | |
Technology SPDR (XLK) | 1.0 | $1.4M | 19k | 74.01 | |
Merck & Co (MRK) | 1.0 | $1.3M | 16k | 83.16 | |
Verizon Communications (VZ) | 0.9 | $1.3M | 22k | 59.11 | |
Visa (V) | 0.9 | $1.3M | 8.3k | 156.14 | |
Johnson & Johnson (JNJ) | 0.8 | $1.1M | 8.2k | 139.74 | |
Pfizer (PFE) | 0.8 | $1.2M | 27k | 42.46 | |
Enterprise Products Partners (EPD) | 0.8 | $1.1M | 38k | 29.10 | |
Cisco Systems (CSCO) | 0.8 | $1.1M | 20k | 53.97 | |
salesforce (CRM) | 0.8 | $1.0M | 6.5k | 158.31 | |
Pacer Fds Tr (PTMC) | 0.8 | $1.0M | 34k | 30.36 | |
Raymond James Financial (RJF) | 0.7 | $995k | 12k | 80.44 | |
Becton, Dickinson and (BDX) | 0.7 | $946k | 3.8k | 249.80 | |
Calamos Strategic Total Return Fund (CSQ) | 0.7 | $928k | 75k | 12.39 | |
Viper Energy Partners | 0.7 | $932k | 28k | 33.17 | |
Wal-Mart Stores (WMT) | 0.6 | $883k | 9.1k | 97.48 | |
Allstate Corporation (ALL) | 0.6 | $841k | 8.9k | 94.18 | |
Motorola Solutions (MSI) | 0.6 | $842k | 6.0k | 140.45 | |
Broadcom (AVGO) | 0.6 | $841k | 2.8k | 300.79 | |
SM Energy (SM) | 0.6 | $781k | 45k | 17.49 | |
UnitedHealth (UNH) | 0.6 | $757k | 3.1k | 247.39 | |
Chubb (CB) | 0.6 | $749k | 5.3k | 140.10 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $744k | 18k | 40.87 | |
Eaton (ETN) | 0.5 | $742k | 9.2k | 80.60 | |
3M Company (MMM) | 0.5 | $693k | 3.3k | 207.86 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $684k | 581.00 | 1177.28 | |
Estee Lauder Companies (EL) | 0.5 | $674k | 4.1k | 165.52 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $674k | 6.2k | 107.93 | |
Marathon Petroleum Corp (MPC) | 0.5 | $664k | 11k | 59.81 | |
iShares Dow Jones US Technology (IYW) | 0.4 | $602k | 3.2k | 190.51 | |
Iqvia Holdings (IQV) | 0.4 | $604k | 4.2k | 143.91 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $559k | 2.0k | 282.47 | |
Diageo (DEO) | 0.4 | $546k | 3.3k | 163.57 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $555k | 3.7k | 151.35 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $544k | 3.8k | 144.60 | |
First Trust Large Cap GO Alpha Fnd (FTC) | 0.4 | $546k | 8.2k | 66.99 | |
Pepsi (PEP) | 0.4 | $524k | 4.3k | 122.66 | |
O'reilly Automotive (ORLY) | 0.4 | $527k | 1.4k | 388.07 | |
Pioneer Natural Resources (PXD) | 0.4 | $507k | 3.3k | 152.25 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $501k | 4.5k | 111.71 | |
Air Products & Chemicals (APD) | 0.4 | $495k | 2.6k | 190.97 | |
BB&T Corporation | 0.4 | $499k | 11k | 46.57 | |
Health Care SPDR (XLV) | 0.3 | $476k | 5.2k | 91.80 | |
Vanguard Mid-Cap ETF (VO) | 0.3 | $487k | 3.0k | 160.78 | |
SYSCO Corporation (SYY) | 0.3 | $467k | 7.0k | 66.74 | |
Ribbon Communication (RBBN) | 0.3 | $463k | 90k | 5.15 | |
Abbott Laboratories (ABT) | 0.3 | $446k | 5.6k | 79.90 | |
Honeywell International (HON) | 0.3 | $448k | 2.8k | 158.75 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $447k | 381.00 | 1173.23 | |
Republic Services (RSG) | 0.3 | $436k | 5.4k | 80.35 | |
Booking Holdings (BKNG) | 0.3 | $438k | 251.00 | 1745.02 | |
Abbvie (ABBV) | 0.3 | $420k | 5.2k | 80.60 | |
Kimbell Rty Partners Lp unit (KRP) | 0.3 | $421k | 23k | 18.29 | |
Cme (CME) | 0.3 | $413k | 2.5k | 164.41 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $409k | 5.3k | 77.24 | |
Intercontinental Exchange (ICE) | 0.3 | $413k | 5.4k | 76.14 | |
At&t (T) | 0.3 | $394k | 13k | 31.34 | |
Intel Corporation (INTC) | 0.3 | $401k | 7.5k | 53.76 | |
Kansas City Southern | 0.3 | $403k | 3.5k | 115.87 | |
Vanguard Health Care ETF (VHT) | 0.3 | $393k | 2.3k | 172.37 | |
Medtronic (MDT) | 0.3 | $403k | 4.4k | 91.07 | |
Microchip Technology (MCHP) | 0.3 | $384k | 4.6k | 82.90 | |
Automatic Data Processing (ADP) | 0.3 | $390k | 2.4k | 159.77 | |
iShares Russell 1000 Index (IWB) | 0.3 | $383k | 2.4k | 157.35 | |
Procter & Gamble Company (PG) | 0.3 | $365k | 3.5k | 103.99 | |
iShares Russell 3000 Growth Index (IUSG) | 0.3 | $370k | 6.1k | 60.31 | |
Magellan Midstream Partners | 0.2 | $339k | 5.6k | 60.67 | |
McDonald's Corporation (MCD) | 0.2 | $328k | 1.7k | 189.71 | |
Industrial SPDR (XLI) | 0.2 | $336k | 4.5k | 75.08 | |
Harris Corporation | 0.2 | $310k | 1.9k | 159.47 | |
Financial Select Sector SPDR (XLF) | 0.2 | $318k | 12k | 25.74 | |
Consumer Discretionary SPDR (XLY) | 0.2 | $320k | 2.8k | 113.88 | |
Comcast Corporation (CMCSA) | 0.2 | $298k | 7.4k | 40.03 | |
Coca-Cola Company (KO) | 0.2 | $305k | 6.5k | 46.89 | |
Raytheon Company | 0.2 | $283k | 1.6k | 182.11 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $288k | 2.3k | 123.66 | |
Synchrony Financial (SYF) | 0.2 | $283k | 8.9k | 31.96 | |
American Express Company (AXP) | 0.2 | $273k | 2.5k | 109.38 | |
Lockheed Martin Corporation (LMT) | 0.2 | $269k | 897.00 | 299.89 | |
Illinois Tool Works (ITW) | 0.2 | $278k | 1.9k | 143.37 | |
Vanguard High Dividend Yield ETF (VYM) | 0.2 | $269k | 3.1k | 85.72 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $270k | 2.6k | 104.37 | |
Walt Disney Company (DIS) | 0.2 | $256k | 2.3k | 111.21 | |
CVS Caremark Corporation (CVS) | 0.2 | $258k | 4.8k | 53.90 | |
International Business Machines (IBM) | 0.2 | $264k | 1.9k | 141.33 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $262k | 2.7k | 98.31 | |
Carnival Corporation (CCL) | 0.2 | $249k | 4.9k | 50.74 | |
Vanguard Mega Cap 300 Index (MGC) | 0.2 | $243k | 2.5k | 97.67 | |
Eli Lilly & Co. (LLY) | 0.2 | $227k | 1.7k | 130.01 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $231k | 865.00 | 267.05 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $231k | 4.1k | 56.07 | |
Phillips 66 (PSX) | 0.2 | $238k | 2.5k | 94.97 | |
Archrock (AROC) | 0.2 | $233k | 24k | 9.79 | |
Dowdupont | 0.2 | $238k | 4.5k | 53.24 | |
United Parcel Service (UPS) | 0.2 | $215k | 1.9k | 111.98 | |
Texas Instruments Incorporated (TXN) | 0.2 | $213k | 2.0k | 106.13 | |
United Technologies Corporation | 0.2 | $222k | 1.7k | 129.07 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.2 | $223k | 5.3k | 42.48 | |
BlackRock (BLK) | 0.1 | $205k | 480.00 | 427.08 | |
Boeing Company (BA) | 0.1 | $210k | 550.00 | 381.82 | |
Emerson Electric (EMR) | 0.1 | $207k | 3.0k | 68.38 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $200k | 3.4k | 58.19 | |
Alibaba Group Holding (BABA) | 0.1 | $212k | 1.2k | 182.76 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $144k | 10k | 14.40 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $142k | 18k | 8.11 | |
Chesapeake Energy Corporation | 0.1 | $117k | 38k | 3.11 | |
BGC Partners | 0.1 | $80k | 15k | 5.33 | |
Abraxas Petroleum | 0.0 | $38k | 30k | 1.27 | |
Northern Oil & Gas | 0.0 | $27k | 10k | 2.70 | |
Csi Compress (CCLP) | 0.0 | $32k | 11k | 2.84 |