Meridian Wealth Advisors

Meridian Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 169 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr trendp 750 etf (PTLC) 10.7 $27M 814k 33.46
Exxon Mobil Corporation (XOM) 10.1 $26M 367k 69.78
Apple (AAPL) 4.4 $11M 38k 293.64
Spdr S&p 500 Etf (SPY) 4.0 $10M 32k 321.85
Ishares Tr usa min vo (USMV) 3.9 $9.9M 152k 65.60
Microsoft Corporation (MSFT) 3.2 $8.0M 51k 157.70
iShares S&P 500 Index (IVV) 2.8 $7.0M 22k 323.23
Chevron Corporation (CVX) 2.6 $6.6M 55k 120.52
iShares Gold Trust 2.4 $6.2M 428k 14.50
Ishares Tr eafe min volat (EFAV) 2.4 $6.0M 80k 74.54
Vanguard Dividend Appreciation ETF (VIG) 2.2 $5.5M 44k 124.66
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.8 $4.5M 34k 135.48
iShares Russell 2000 Index (IWM) 1.7 $4.4M 27k 165.68
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.7 $4.4M 35k 125.56
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.5 $3.8M 70k 53.81
Ishares Tr hdg msci eafe (HEFA) 1.4 $3.5M 116k 30.51
SPDR S&P MidCap 400 ETF (MDY) 1.4 $3.4M 9.2k 375.34
JPMorgan Chase & Co. (JPM) 1.2 $3.1M 22k 139.42
Alphabet Inc Class A cs (GOOGL) 1.1 $2.8M 2.1k 1339.19
Amazon (AMZN) 1.1 $2.8M 1.5k 1847.58
Pacer Fds Tr (PTMC) 1.1 $2.8M 90k 30.73
Home Depot (HD) 1.0 $2.6M 12k 218.38
Technology SPDR (XLK) 1.0 $2.6M 28k 91.67
Berkshire Hathaway (BRK.B) 1.0 $2.5M 11k 226.50
UnitedHealth (UNH) 0.9 $2.4M 8.2k 293.93
Visa (V) 0.9 $2.3M 12k 187.91
Amgen (AMGN) 0.8 $2.1M 8.6k 241.01
Merck & Co (MRK) 0.7 $1.8M 20k 90.94
SPDR S&P Dividend (SDY) 0.7 $1.8M 17k 107.55
Union Pacific Corporation (UNP) 0.7 $1.7M 9.7k 180.76
Johnson & Johnson (JNJ) 0.6 $1.6M 11k 145.85
Comcast Corporation (CMCSA) 0.6 $1.4M 32k 44.96
Medtronic (MDT) 0.6 $1.4M 12k 113.45
Verizon Communications (VZ) 0.5 $1.4M 22k 61.40
Cisco Systems (CSCO) 0.5 $1.3M 27k 47.94
Estee Lauder Companies (EL) 0.5 $1.2M 6.0k 206.55
Facebook Inc cl a (META) 0.5 $1.2M 6.0k 205.23
Wal-Mart Stores (WMT) 0.5 $1.2M 10k 118.80
Enterprise Products Partners (EPD) 0.5 $1.2M 43k 28.15
Walt Disney Company (DIS) 0.5 $1.2M 8.2k 144.59
Costco Wholesale Corporation (COST) 0.5 $1.2M 3.9k 293.82
iShares S&P 500 Growth Index (IVW) 0.5 $1.1M 5.9k 193.60
Honeywell International (HON) 0.4 $1.1M 6.2k 176.98
salesforce (CRM) 0.4 $1.1M 6.8k 162.61
Pfizer (PFE) 0.4 $1.0M 27k 39.20
Adobe Systems Incorporated (ADBE) 0.4 $1.0M 3.1k 329.66
Raymond James Financial (RJF) 0.4 $1.0M 11k 89.48
Calamos Strategic Total Return Fund (CSQ) 0.4 $1.0M 75k 13.60
Eaton (ETN) 0.4 $979k 10k 94.72
Becton, Dickinson and (BDX) 0.4 $959k 3.5k 272.06
Intercontinental Exchange (ICE) 0.4 $975k 11k 92.59
Motorola Solutions (MSI) 0.4 $911k 5.7k 161.12
Lockheed Martin Corporation (LMT) 0.3 $878k 2.3k 389.18
Allstate Corporation (ALL) 0.3 $885k 7.9k 112.44
American Campus Communities 0.3 $877k 19k 47.02
O'reilly Automotive (ORLY) 0.3 $877k 2.0k 438.50
Alphabet Inc Class C cs (GOOG) 0.3 $888k 664.00 1337.35
Accenture (ACN) 0.3 $856k 4.1k 210.63
Chubb (CB) 0.3 $857k 5.5k 155.70
Broadcom (AVGO) 0.3 $860k 2.7k 316.18
Ingersoll-rand Co Ltd-cl A 0.3 $847k 6.4k 132.86
Truist Financial Corp equities (TFC) 0.3 $845k 15k 56.34
Vanguard Europe Pacific ETF (VEA) 0.3 $813k 19k 44.05
Coca-Cola Company (KO) 0.3 $796k 14k 55.33
McDonald's Corporation (MCD) 0.3 $763k 3.9k 197.57
Air Products & Chemicals (APD) 0.3 $773k 3.3k 235.03
Diageo (DEO) 0.3 $759k 4.5k 168.44
iShares Dow Jones US Technology (IYW) 0.3 $735k 3.2k 232.59
Intel Corporation (INTC) 0.3 $722k 12k 59.88
Procter & Gamble Company (PG) 0.3 $705k 5.6k 124.93
iShares Russell 1000 Growth Index (IWF) 0.3 $686k 3.9k 175.94
SYSCO Corporation (SYY) 0.3 $669k 7.8k 85.59
Pepsi (PEP) 0.3 $670k 4.9k 136.62
Vanguard Mid-Cap ETF (VO) 0.3 $652k 3.7k 178.19
Vanguard Health Care ETF (VHT) 0.3 $654k 3.4k 191.79
Abbott Laboratories (ABT) 0.2 $634k 7.3k 86.85
Marathon Petroleum Corp (MPC) 0.2 $643k 11k 60.26
Iqvia Holdings (IQV) 0.2 $640k 4.1k 154.63
Republic Services (RSG) 0.2 $600k 6.7k 89.66
Boeing Company (BA) 0.2 $616k 1.9k 325.93
Viper Energy Partners 0.2 $610k 25k 24.65
American Tower Reit (AMT) 0.2 $580k 2.5k 229.79
BlackRock (BLK) 0.2 $556k 1.1k 502.26
At&t (T) 0.2 $563k 14k 39.11
Danaher Corporation (DHR) 0.2 $569k 3.7k 153.37
Lowe's Companies (LOW) 0.2 $546k 4.6k 119.76
Health Care SPDR (XLV) 0.2 $528k 5.2k 101.83
Kansas City Southern 0.2 $527k 3.4k 153.15
L3harris Technologies (LHX) 0.2 $540k 2.7k 197.87
Blackstone Group Inc Com Cl A (BX) 0.2 $545k 9.7k 55.98
3M Company (MMM) 0.2 $516k 2.9k 176.35
Thermo Fisher Scientific (TMO) 0.2 $509k 1.6k 325.03
Mondelez Int (MDLZ) 0.2 $507k 9.2k 55.07
Cme (CME) 0.2 $472k 2.4k 200.68
Automatic Data Processing (ADP) 0.2 $488k 2.9k 170.39
Nike (NKE) 0.2 $493k 4.9k 101.40
United Technologies Corporation 0.2 $480k 3.2k 149.72
Brigham Minerals Inc-cl A 0.2 $488k 23k 21.45
TJX Companies (TJX) 0.2 $464k 7.6k 61.00
iShares Russell 1000 Index (IWB) 0.2 $454k 2.5k 178.60
Texas Instruments Incorporated (TXN) 0.2 $429k 3.3k 128.25
Financial Select Sector SPDR (XLF) 0.2 $419k 14k 30.80
First Trust Large Cap GO Alpha Fnd (FTC) 0.2 $434k 6.0k 72.94
International Business Machines (IBM) 0.2 $398k 3.0k 134.10
iShares Russell 3000 Growth Index (IUSG) 0.2 $395k 5.8k 67.69
iShares Russell 1000 Value Index (IWD) 0.1 $371k 2.7k 136.60
SPDR Gold Trust (GLD) 0.1 $390k 2.7k 142.75
Rockwell Automation (ROK) 0.1 $371k 1.8k 202.73
iShares S&P SmallCap 600 Index (IJR) 0.1 $389k 4.6k 83.75
Eli Lilly & Co. (LLY) 0.1 $343k 2.6k 131.52
United Parcel Service (UPS) 0.1 $348k 3.0k 116.94
Parker-Hannifin Corporation (PH) 0.1 $348k 1.7k 205.80
Unilever 0.1 $355k 6.2k 57.53
Illinois Tool Works (ITW) 0.1 $350k 1.9k 179.67
Pioneer Natural Resources (PXD) 0.1 $355k 2.3k 151.19
Industrial SPDR (XLI) 0.1 $365k 4.5k 81.56
Magellan Midstream Partners 0.1 $351k 5.6k 62.81
Consumer Discretionary SPDR (XLY) 0.1 $352k 2.8k 125.27
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.1 $355k 15k 24.48
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.1 $360k 15k 24.83
Ameriprise Financial (AMP) 0.1 $333k 2.0k 166.75
Kimberly-Clark Corporation (KMB) 0.1 $318k 2.3k 137.48
CVS Caremark Corporation (CVS) 0.1 $339k 4.6k 74.37
Vanguard Total Stock Market ETF (VTI) 0.1 $322k 2.0k 163.45
iShares S&P Global Clean Energy Index (ICLN) 0.1 $331k 28k 11.76
Booking Holdings (BKNG) 0.1 $331k 161.00 2055.90
American Express Company (AXP) 0.1 $300k 2.4k 124.43
Raytheon Company 0.1 $285k 1.3k 220.08
iShares NASDAQ Biotechnology Index (IBB) 0.1 $283k 2.3k 120.68
Invesco (IVZ) 0.1 $285k 16k 17.95
Vanguard Mega Cap 300 Index (MGC) 0.1 $278k 2.5k 111.74
Ribbon Communication (RBBN) 0.1 $279k 90k 3.10
SM Energy (SM) 0.1 $251k 22k 11.24
Consumer Staples Select Sect. SPDR (XLP) 0.1 $259k 4.1k 62.86
Vanguard Emerging Markets ETF (VWO) 0.1 $253k 5.7k 44.51
Phillips 66 (PSX) 0.1 $247k 2.2k 111.21
Zoetis Inc Cl A (ZTS) 0.1 $254k 1.9k 132.50
NVIDIA Corporation (NVDA) 0.1 $235k 996.00 235.94
V.F. Corporation (VFC) 0.1 $222k 2.2k 99.82
Novartis (NVS) 0.1 $227k 2.4k 94.62
Advanced Micro Devices (AMD) 0.1 $229k 5.0k 45.80
Vanguard Information Technology ETF (VGT) 0.1 $218k 890.00 244.94
iShares Dow Jones US Medical Dev. (IHI) 0.1 $222k 841.00 263.97
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $236k 3.6k 65.36
Alibaba Group Holding (BABA) 0.1 $226k 1.1k 212.21
Equinix (EQIX) 0.1 $218k 373.00 584.45
Archrock (AROC) 0.1 $239k 24k 10.04
Invesco S&p 500 High Div, Low V equities (SPHD) 0.1 $231k 5.3k 44.00
Bristol Myers Squibb (BMY) 0.1 $199k 3.1k 64.09
Marsh & McLennan Companies (MMC) 0.1 $201k 1.8k 111.48
Nextera Energy (NEE) 0.1 $215k 889.00 241.84
Nxp Semiconductors N V (NXPI) 0.1 $210k 1.7k 126.96
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $202k 3.5k 57.86
Synchrony Financial (SYF) 0.1 $207k 5.8k 35.94
Kimbell Rty Partners Lp unit (KRP) 0.1 $205k 12k 16.99
Invesco S&p 500 Equal Weight Etf (RSP) 0.1 $202k 1.7k 115.63
Total (TTE) 0.1 $180k 3.3k 55.16
Crown Castle Intl (CCI) 0.1 $174k 1.2k 142.51
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $159k 10k 15.90
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $154k 18k 8.80
Vanguard S&p 500 Etf idx (VOO) 0.1 $121k 408.00 296.57
MasterCard Incorporated (MA) 0.0 $108k 362.00 298.34
General Electric Company 0.0 $111k 9.9k 11.20
BGC Partners 0.0 $95k 16k 5.94
Northern Oil & Gas 0.0 $23k 10k 2.30
Chesapeake Energy Corporation 0.0 $9.9k 13k 0.79
Abraxas Petroleum 0.0 $11k 30k 0.37
Zion Oil & Gas (ZNOG) 0.0 $1.0k 4.0k 0.25
Rts/bristol-myers Squibb Compa 0.0 $999.000000 370.00 2.70