Meridian Wealth Advisors

Meridian Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 178 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.4 $23M 61k 375.38
Apple (AAPL) 5.8 $16M 119k 132.69
Exxon Mobil Corporation (XOM) 4.6 $13M 306k 41.22
Ishares Tr Msci Usa Min Vol (USMV) 4.3 $12M 175k 67.88
Microsoft Corporation (MSFT) 4.3 $12M 53k 222.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $12M 31k 373.87
Ishares Tr Msci Usa Mmentm (MTUM) 3.1 $8.5M 52k 161.30
Gold Trust Ishares 3.0 $8.3M 457k 18.13
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.7 $7.3M 224k 32.72
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $7.3M 52k 141.17
Amazon (AMZN) 2.0 $5.6M 1.7k 3256.81
Chevron Corporation (CVX) 1.7 $4.7M 55k 84.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $4.4M 11k 419.88
Select Sector Spdr Tr Technology (XLK) 1.6 $4.3M 33k 130.03
Alphabet Cap Stk Cl A (GOOGL) 1.5 $4.1M 2.3k 1752.79
JPMorgan Chase & Co. (JPM) 1.2 $3.4M 26k 127.06
Home Depot (HD) 1.1 $3.1M 12k 265.67
Visa Com Cl A (V) 1.1 $3.0M 14k 218.75
UnitedHealth (UNH) 1.1 $3.0M 8.4k 350.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.5M 11k 231.91
Amgen (AMGN) 0.9 $2.5M 11k 229.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.3M 21k 105.91
Union Pacific Corporation (UNP) 0.8 $2.2M 11k 208.25
Facebook Cl A (META) 0.8 $2.2M 8.0k 273.14
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.8 $2.2M 67k 32.58
Bank of America Corporation (BAC) 0.8 $2.1M 71k 30.31
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.1M 70k 30.46
salesforce (CRM) 0.8 $2.1M 9.2k 222.56
Merck & Co (MRK) 0.7 $2.0M 24k 81.80
Costco Wholesale Corporation (COST) 0.7 $1.9M 5.1k 376.84
American Campus Communities 0.7 $1.8M 42k 42.76
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.8M 9.8k 178.35
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.7M 8.4k 206.75
Lauder Estee Cos Cl A (EL) 0.6 $1.7M 6.4k 266.20
Broadcom (AVGO) 0.6 $1.7M 3.9k 437.80
Verizon Communications (VZ) 0.6 $1.7M 29k 58.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 6.9k 241.14
Eaton Corp SHS (ETN) 0.6 $1.7M 14k 120.13
Wal-Mart Stores (WMT) 0.6 $1.7M 12k 144.18
Adobe Systems Incorporated (ADBE) 0.6 $1.6M 3.3k 500.15
Comcast Corp Cl A (CMCSA) 0.6 $1.6M 31k 52.41
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.6 $1.6M 103k 15.79
Johnson & Johnson (JNJ) 0.6 $1.6M 10k 157.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.6M 10k 157.74
Intercontinental Exchange (ICE) 0.6 $1.6M 14k 115.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.5M 24k 63.81
Honeywell International (HON) 0.5 $1.4M 6.7k 212.73
Allstate Corporation (ALL) 0.5 $1.4M 12k 109.90
O'reilly Automotive (ORLY) 0.5 $1.3M 2.9k 452.68
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $1.3M 8.3k 158.28
Motorola Solutions Com New (MSI) 0.5 $1.3M 7.5k 170.02
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.2M 30k 38.51
American Tower Reit (AMT) 0.4 $1.1M 5.0k 224.40
Trane Technologies SHS (TT) 0.4 $1.1M 7.5k 145.15
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.1M 13k 85.05
Becton, Dickinson and (BDX) 0.4 $1.1M 4.3k 250.23
Cisco Systems (CSCO) 0.4 $1.0M 23k 44.74
Air Products & Chemicals (APD) 0.4 $993k 3.6k 273.18
Diageo Spon Adr New (DEO) 0.4 $991k 6.2k 158.79
Raymond James Financial (RJF) 0.4 $990k 10k 95.71
Ishares Tr Russell 2000 Etf (IWM) 0.4 $986k 5.0k 196.14
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $982k 35k 28.24
McDonald's Corporation (MCD) 0.3 $956k 4.5k 214.49
Lockheed Martin Corporation (LMT) 0.3 $953k 2.7k 355.07
Iqvia Holdings (IQV) 0.3 $950k 5.3k 179.08
Thermo Fisher Scientific (TMO) 0.3 $948k 2.0k 465.62
Ihs Markit SHS 0.3 $924k 10k 89.83
Walt Disney Company (DIS) 0.3 $894k 4.9k 181.16
TJX Companies (TJX) 0.3 $862k 13k 68.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $851k 486.00 1751.03
Medtronic SHS (MDT) 0.3 $845k 7.2k 117.10
NVIDIA Corporation (NVDA) 0.3 $833k 1.6k 522.26
Abbott Laboratories (ABT) 0.3 $810k 7.4k 109.46
Vanguard Index Fds Growth Etf (VUG) 0.3 $809k 3.2k 253.45
Procter & Gamble Company (PG) 0.3 $805k 5.8k 139.08
Edwards Lifesciences (EW) 0.3 $797k 8.7k 91.20
Vanguard World Fds Health Car Etf (VHT) 0.3 $785k 3.5k 223.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $784k 3.7k 212.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $744k 2.4k 313.92
Nike CL B (NKE) 0.3 $735k 5.2k 141.51
Mondelez Intl Cl A (MDLZ) 0.3 $724k 12k 58.43
Lowe's Companies (LOW) 0.3 $722k 4.5k 160.62
Coca-Cola Company (KO) 0.3 $709k 13k 54.83
Enterprise Products Partners (EPD) 0.3 $696k 36k 19.58
Pepsi (PEP) 0.3 $695k 4.7k 148.28
Ishares Tr Rus 1000 Etf (IWB) 0.2 $681k 3.2k 211.69
Advanced Micro Devices (AMD) 0.2 $674k 7.4k 91.70
Eli Lilly & Co. (LLY) 0.2 $655k 3.9k 168.73
Chubb (CB) 0.2 $651k 4.2k 153.79
Republic Services (RSG) 0.2 $636k 6.6k 96.29
Pioneer Natural Resources (PXD) 0.2 $627k 5.5k 113.86
Kansas City Southern Com New 0.2 $617k 3.0k 204.17
BlackRock (BLK) 0.2 $603k 835.00 722.16
Accenture Plc Ireland Shs Class A (ACN) 0.2 $594k 2.3k 261.21
Ribbon Communication (RBBN) 0.2 $590k 90k 6.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $588k 5.2k 113.40
Cme (CME) 0.2 $578k 3.2k 182.22
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $575k 6.0k 96.64
Intel Corporation (INTC) 0.2 $548k 11k 49.85
Marathon Petroleum Corp (MPC) 0.2 $535k 13k 41.39
SYSCO Corporation (SYY) 0.2 $520k 7.0k 74.20
Pfizer (PFE) 0.2 $495k 13k 36.83
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $484k 3.0k 160.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $483k 2.8k 175.64
International Business Machines (IBM) 0.2 $480k 3.8k 125.85
Automatic Data Processing (ADP) 0.2 $479k 2.7k 176.04
Texas Instruments Incorporated (TXN) 0.2 $475k 2.9k 164.25
3M Company (MMM) 0.2 $470k 2.7k 174.72
At&t (T) 0.2 $461k 16k 28.79
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $456k 5.1k 88.63
Netflix (NFLX) 0.2 $436k 807.00 540.27
Paypal Holdings (PYPL) 0.2 $422k 1.8k 233.92
Qualcomm (QCOM) 0.2 $420k 2.8k 152.34
Blackstone Group Com Cl A (BX) 0.2 $417k 6.4k 64.80
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $412k 67k 6.17
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $405k 14k 29.45
Unilever Spon Adr New (UL) 0.1 $403k 6.7k 60.31
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $402k 11k 35.99
United Parcel Service CL B (UPS) 0.1 $390k 2.3k 168.61
CVS Caremark Corporation (CVS) 0.1 $387k 5.7k 68.24
Illinois Tool Works (ITW) 0.1 $383k 1.9k 203.94
Mastercard Incorporated Cl A (MA) 0.1 $382k 1.1k 356.68
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $380k 16k 24.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $369k 1.9k 194.83
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $361k 4.1k 88.59
Danaher Corporation (DHR) 0.1 $361k 1.6k 222.15
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $335k 15k 21.78
Vanguard Index Fds Value Etf (VTV) 0.1 $334k 2.8k 118.99
Vanguard World Mega Cap Index (MGC) 0.1 $332k 2.5k 133.44
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $330k 16k 20.21
Zoetis Cl A (ZTS) 0.1 $329k 2.0k 165.24
Ishares Tr Nasdaq Biotech (IBB) 0.1 $322k 2.1k 151.53
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $320k 6.3k 50.74
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $317k 895.00 354.19
Raytheon Technologies Corp (RTX) 0.1 $311k 4.4k 71.49
Nextera Energy (NEE) 0.1 $310k 4.0k 77.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $310k 902.00 343.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $302k 2.2k 136.59
Kimberly-Clark Corporation (KMB) 0.1 $302k 2.2k 135.00
Servicenow (NOW) 0.1 $297k 540.00 550.00
American Express Company (AXP) 0.1 $292k 2.4k 121.11
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $288k 4.1k 70.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $282k 3.8k 73.53
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $278k 4.1k 67.48
Fidelity National Information Services (FIS) 0.1 $277k 2.0k 141.69
Invesco SHS (IVZ) 0.1 $277k 16k 17.45
Dollar General (DG) 0.1 $273k 1.3k 210.00
Sherwin-Williams Company (SHW) 0.1 $270k 368.00 733.70
Starwood Property Trust (STWD) 0.1 $270k 14k 19.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $257k 3.0k 85.04
Tesla Motors (TSLA) 0.1 $255k 361.00 706.37
Intuit (INTU) 0.1 $251k 661.00 379.73
V.F. Corporation (VFC) 0.1 $247k 2.9k 85.26
Micron Technology (MU) 0.1 $241k 3.2k 75.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $241k 1.0k 232.85
Bristol Myers Squibb (BMY) 0.1 $239k 3.9k 62.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $236k 1.8k 127.77
Equinix (EQIX) 0.1 $229k 321.00 713.40
CSX Corporation (CSX) 0.1 $227k 2.5k 90.80
General Dynamics Corporation (GD) 0.1 $226k 1.5k 148.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $224k 3.5k 64.17
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $220k 5.2k 42.41
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $216k 660.00 327.27
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $212k 5.3k 40.38
Archrock (AROC) 0.1 $206k 24k 8.66
Nxp Semiconductors N V (NXPI) 0.1 $206k 1.3k 159.20
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $205k 2.2k 92.01
Microchip Technology (MCHP) 0.1 $205k 1.5k 138.05
Dover Corporation (DOV) 0.1 $202k 1.6k 126.01
Citigroup Com New (C) 0.1 $200k 3.2k 61.63
Tff Pharmaceuticals 0.1 $165k 12k 14.35
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $162k 10k 16.20
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $153k 18k 8.74
Liberty Oilfield Svcs Com Cl A (LBRT) 0.1 $153k 15k 10.34
Brigham Minerals Cl A Com 0.1 $145k 13k 10.98
Kimbell Rty Partners Unit (KRP) 0.0 $85k 11k 7.91
Orbcomm 0.0 $82k 11k 7.45
Bgc Partners Cl A 0.0 $56k 14k 3.97