Meridian Wealth Advisors

Meridian Wealth Advisors as of March 31, 2020

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 142 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr trendp 750 etf (PTLC) 10.2 $19M 686k 27.01
Exxon Mobil Corporation (XOM) 7.6 $14M 363k 37.97
iShares S&P 500 Index (IVV) 6.6 $12M 46k 258.41
Ishares Tr usa min vo (USMV) 5.3 $9.6M 177k 54.01
Microsoft Corporation (MSFT) 4.6 $8.3M 52k 157.71
Spdr S&p 500 Etf (SPY) 4.3 $7.8M 30k 257.75
Apple (AAPL) 2.8 $5.1M 20k 254.31
Vanguard Dividend Appreciation ETF (VIG) 2.7 $4.9M 48k 103.39
Chevron Corporation (CVX) 2.1 $3.8M 52k 72.46
Ishares Tr eafe min volat (EFAV) 2.1 $3.8M 61k 62.05
iShares Gold Trust 2.0 $3.7M 246k 15.07
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) 1.6 $3.0M 74k 39.82
Amazon (AMZN) 1.6 $2.9M 1.5k 1949.73
Pacer Fds Tr (PTMC) 1.3 $2.4M 86k 28.33
Alphabet Inc Class A cs (GOOGL) 1.3 $2.4M 2.1k 1161.79
Technology SPDR (XLK) 1.3 $2.4M 30k 80.39
SPDR S&P MidCap 400 ETF (MDY) 1.3 $2.4M 9.1k 262.89
Home Depot (HD) 1.1 $2.0M 11k 186.70
Berkshire Hathaway (BRK.B) 1.1 $1.9M 11k 182.81
Visa (V) 1.0 $1.9M 12k 161.13
JPMorgan Chase & Co. (JPM) 1.0 $1.7M 19k 90.01
Amgen (AMGN) 1.0 $1.7M 8.5k 202.73
UnitedHealth (UNH) 0.9 $1.6M 6.6k 249.31
Bank of America Corporation (BAC) 0.9 $1.6M 76k 21.23
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.9 $1.6M 9.7k 165.00
Ishares Tr hdg msci eafe (HEFA) 0.9 $1.6M 65k 24.21
SPDR S&P Dividend (SDY) 0.8 $1.5M 19k 79.84
Merck & Co (MRK) 0.8 $1.5M 19k 76.92
Johnson & Johnson (JNJ) 0.8 $1.4M 11k 131.14
Union Pacific Corporation (UNP) 0.7 $1.2M 8.8k 140.99
American Campus Communities 0.7 $1.2M 44k 27.76
Verizon Communications (VZ) 0.7 $1.2M 22k 53.73
Facebook Inc cl a (META) 0.6 $1.1M 6.8k 166.79
Wal-Mart Stores (WMT) 0.6 $1.1M 9.9k 113.61
Costco Wholesale Corporation (COST) 0.6 $1.1M 3.7k 285.09
SPDR Gold Trust (GLD) 0.6 $1.0M 7.1k 148.00
Cisco Systems (CSCO) 0.6 $1.0M 26k 39.30
iShares Russell 1000 Growth Index (IWF) 0.6 $1.0M 6.7k 150.71
Adobe Systems Incorporated (ADBE) 0.5 $988k 3.1k 318.20
iShares S&P 500 Growth Index (IVW) 0.5 $962k 5.8k 165.09
Comcast Corporation (CMCSA) 0.5 $918k 27k 34.38
salesforce (CRM) 0.5 $901k 6.3k 144.04
Pfizer (PFE) 0.5 $882k 27k 32.65
Medtronic (MDT) 0.5 $857k 9.5k 90.13
Calamos Strategic Total Return Fund (CSQ) 0.5 $829k 85k 9.76
Eaton (ETN) 0.5 $819k 11k 77.65
Lockheed Martin Corporation (LMT) 0.4 $800k 2.4k 338.84
Estee Lauder Companies (EL) 0.4 $793k 5.0k 159.43
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.4 $774k 7.3k 106.44
Becton, Dickinson and (BDX) 0.4 $738k 3.2k 229.76
Vanguard Health Care ETF (VHT) 0.4 $726k 4.4k 166.13
Honeywell International (HON) 0.4 $720k 5.4k 133.75
Allstate Corporation (ALL) 0.4 $703k 7.7k 91.72
Motorola Solutions (MSI) 0.4 $700k 5.3k 132.90
Raymond James Financial (RJF) 0.4 $673k 11k 63.23
McDonald's Corporation (MCD) 0.4 $665k 4.0k 165.42
American Tower Reit (AMT) 0.4 $664k 3.0k 217.78
Intercontinental Exchange (ICE) 0.4 $663k 8.2k 80.71
iShares Dow Jones US Technology (IYW) 0.4 $646k 3.2k 204.43
Procter & Gamble Company (PG) 0.4 $641k 5.8k 110.08
Intel Corporation (INTC) 0.4 $641k 12k 54.08
Air Products & Chemicals (APD) 0.3 $622k 3.1k 199.61
Enterprise Products Partners (EPD) 0.3 $617k 43k 14.29
Broadcom (AVGO) 0.3 $609k 2.6k 236.97
O'reilly Automotive (ORLY) 0.3 $602k 2.0k 300.85
Accenture (ACN) 0.3 $585k 3.6k 163.23
iShares Russell 2000 Index (IWM) 0.3 $583k 5.1k 114.40
Pepsi (PEP) 0.3 $567k 4.7k 120.18
Abbott Laboratories (ABT) 0.3 $554k 7.0k 78.93
Alphabet Inc Class C cs (GOOG) 0.3 $535k 460.00 1163.04
Republic Services (RSG) 0.3 $529k 7.0k 75.05
Chubb (CB) 0.3 $522k 4.7k 111.68
Coca-Cola Company (KO) 0.3 $509k 12k 44.23
Thermo Fisher Scientific (TMO) 0.3 $497k 1.8k 283.68
L3harris Technologies (LHX) 0.3 $488k 2.7k 180.01
Mondelez Int (MDLZ) 0.3 $481k 9.6k 50.09
Trane Technologies (TT) 0.3 $461k 5.6k 82.56
Health Care SPDR (XLV) 0.3 $459k 5.2k 88.52
iShares Russell 1000 Index (IWB) 0.3 $455k 3.2k 141.44
Vanguard Mid-Cap ETF (VO) 0.2 $451k 3.4k 131.56
At&t (T) 0.2 $434k 15k 29.12
Blackstone Group Inc Com Cl A (BX) 0.2 $416k 9.1k 45.54
Eli Lilly & Co. (LLY) 0.2 $410k 3.0k 138.61
Iqvia Holdings (IQV) 0.2 $403k 3.7k 107.84
Nike (NKE) 0.2 $402k 4.9k 82.65
iShares Russell 3000 Growth Index (IUSG) 0.2 $388k 6.8k 57.02
Cme (CME) 0.2 $386k 2.2k 173.09
Texas Instruments Incorporated (TXN) 0.2 $383k 3.8k 99.84
3M Company (MMM) 0.2 $375k 2.7k 136.66
Automatic Data Processing (ADP) 0.2 $370k 2.7k 136.83
Kansas City Southern 0.2 $363k 2.9k 127.06
Financial Select Sector SPDR (XLF) 0.2 $361k 17k 20.83
TJX Companies (TJX) 0.2 $359k 7.5k 47.82
First Trust Large Cap GO Alpha Fnd (FTC) 0.2 $356k 6.0k 59.83
iShares Russell 1000 Value Index (IWD) 0.2 $335k 3.4k 99.11
International Business Machines (IBM) 0.2 $334k 3.0k 111.04
Vanguard Large-Cap ETF (VV) 0.2 $326k 2.8k 118.55
NVIDIA Corporation (NVDA) 0.2 $320k 1.2k 263.37
SYSCO Corporation (SYY) 0.2 $319k 7.0k 45.68
Energy Transfer Equity (ET) 0.2 $314k 68k 4.60
Truist Financial Corp equities (TFC) 0.2 $308k 10k 30.82
Unilever 0.2 $303k 6.2k 48.82
Kimberly-Clark Corporation (KMB) 0.2 $303k 2.4k 127.69
Lowe's Companies (LOW) 0.2 $298k 3.5k 86.03
Consumer Staples Select Sect. SPDR (XLP) 0.2 $291k 5.3k 54.48
Brigham Minerals Inc-cl A 0.2 $282k 34k 8.26
BlackRock (BLK) 0.2 $279k 634.00 440.06
iShares S&P Global Clean Energy Index (ICLN) 0.2 $278k 29k 9.54
Illinois Tool Works (ITW) 0.2 $276k 1.9k 142.34
Consumer Discretionary SPDR (XLY) 0.2 $276k 2.8k 98.22
Ribbon Communication (RBBN) 0.2 $272k 90k 3.03
Invesco Qqq Trust Series 1 (QQQ) 0.1 $271k 1.4k 190.18
CVS Caremark Corporation (CVS) 0.1 $261k 4.4k 59.33
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.1 $260k 12k 21.67
Bristol Myers Squibb (BMY) 0.1 $254k 4.6k 55.76
Vanguard Total Stock Market ETF (VTI) 0.1 $254k 2.0k 128.93
iShares NASDAQ Biotechnology Index (IBB) 0.1 $253k 2.3k 107.89
Vanguard Value ETF (VTV) 0.1 $250k 2.8k 89.06
Alibaba Group Holding (BABA) 0.1 $250k 1.3k 194.55
iShares S&P SmallCap 600 Index (IJR) 0.1 $236k 4.2k 56.04
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $233k 5.2k 44.89
Clorox Company (CLX) 0.1 $228k 1.3k 173.52
Vanguard Mega Cap 300 Index (MGC) 0.1 $226k 2.5k 90.84
United Parcel Service (UPS) 0.1 $224k 2.4k 93.41
iShares MSCI EAFE Index Fund (EFA) 0.1 $223k 4.2k 53.49
Advanced Micro Devices (AMD) 0.1 $218k 4.8k 45.42
Invesco Exch Trd Slf Idx Fd bulshs 2025 hy (BSJP) 0.1 $218k 10k 21.27
Rockwell Automation (ROK) 0.1 $218k 1.4k 151.07
Industrial SPDR (XLI) 0.1 $215k 3.6k 58.98
United Technologies Corporation 0.1 $212k 2.2k 94.47
Raytheon Company 0.1 $209k 1.6k 131.03
Nextera Energy (NEE) 0.1 $209k 870.00 240.23
American Express Company (AXP) 0.1 $206k 2.4k 85.44
Waste Management (WM) 0.1 $204k 2.2k 92.35
Viper Energy Partners 0.1 $151k 23k 6.64
Invesco (IVZ) 0.1 $144k 16k 9.07
United States Oil Fund 0.1 $126k 30k 4.20
Archrock (AROC) 0.0 $89k 24k 3.74
Liberty Oilfield Services -a (LBRT) 0.0 $40k 15k 2.70
BGC Partners 0.0 $35k 14k 2.50
Northern Oil & Gas 0.0 $7.0k 10k 0.70
Chesapeake Energy Corporation 0.0 $2.0k 11k 0.19