Meridian Wealth Advisors

Meridian Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 209 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
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 15.7 $25M 498k 50.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.0 $19M 251k 76.81
Ishares Tr National Mun Etf (MUB) 11.8 $19M 167k 113.91
Ishares Tr Core Msci Total (IXUS) 7.1 $11M 183k 61.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.6 $11M 138k 76.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.2 $9.9M 295k 33.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.1 $8.2M 137k 60.15
Ishares Tr Msci Min Vol Etf (USMV) 4.7 $7.6M 115k 65.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $5.9M 133k 44.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.2M 118k 27.37
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.6M 16k 163.62
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $2.5M 24k 106.76
Wells Fargo & Company (WFC) 1.3 $2.2M 40k 53.80
Apple Call Option (AAPL) 1.0 $1.5M 5.2k 295.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.3M 24k 53.77
Exxon Mobil Corporation (XOM) 0.8 $1.2M 17k 69.49
Lockheed Martin Corporation (LMT) 0.7 $1.2M 3.1k 389.54
Meridian Bank (MRBK) 0.7 $1.1M 57k 20.18
Home Depot (HD) 0.7 $1.1M 4.9k 218.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $841k 15k 57.92
Texas Instruments Incorporated (TXN) 0.5 $831k 6.4k 129.41
Community Bank System (CBU) 0.5 $770k 11k 70.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $749k 3.3k 227.27
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $723k 16k 44.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $716k 9.5k 75.63
Abbott Laboratories (ABT) 0.4 $668k 7.7k 87.23
Vanguard Bd Index Total Bnd Mrkt (BND) 0.4 $645k 7.7k 83.84
Microsoft Corporation (MSFT) 0.4 $591k 3.7k 157.60
Ishares Tr Core S&p500 Etf (IVV) 0.3 $475k 1.5k 323.35
At&t (T) 0.3 $453k 11k 39.62
S&p Global (SPGI) 0.3 $437k 1.6k 273.12
Procter & Gamble Company (PG) 0.2 $397k 3.2k 123.98
Boeing Company (BA) 0.2 $366k 1.1k 325.62
Vanguard Star Vg Tl Intl Stk F (VXUS) 0.2 $336k 6.0k 55.62
Spdr Series Trust Bloomberg Brclys (JNK) 0.2 $326k 3.0k 109.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $315k 5.9k 53.40
Colgate-Palmolive Company (CL) 0.2 $306k 4.5k 68.75
Fulton Financial (FULT) 0.2 $302k 17k 17.43
Facebook Cl A (META) 0.2 $301k 1.5k 204.85
Comcast Corp Cl A (CMCSA) 0.2 $301k 6.8k 44.52
Pepsi (PEP) 0.2 $297k 2.2k 136.08
Vanguard Bd Index Short Trm Bond (BSV) 0.2 $287k 3.6k 80.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $283k 880.00 321.59
McDonald's Corporation (MCD) 0.2 $276k 1.4k 198.58
Amazon (AMZN) 0.2 $271k 146.00 1852.46
Pfizer (PFE) 0.2 $266k 6.7k 39.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $264k 894.00 295.30
Johnson & Johnson (JNJ) 0.2 $262k 1.8k 146.26
JPMorgan Chase & Co. (JPM) 0.2 $261k 1.9k 138.79
Vanguard Bd Index Intermed Term (BIV) 0.2 $258k 3.0k 87.31
New Jersey Resources Corporation (NJR) 0.2 $249k 5.6k 44.53
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $239k 9.2k 25.98
Public Service Enterprise (PEG) 0.1 $236k 4.0k 59.03
Altria (MO) 0.1 $234k 4.7k 49.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $220k 163.00 1348.84
Starbucks Corporation (SBUX) 0.1 $220k 2.5k 87.54
United Technologies Corporation 0.1 $214k 1.5k 147.65
Intel Corporation (INTC) 0.1 $210k 3.5k 59.62
Ishares Tr Core Msci Eafe (IEFA) 0.1 $204k 3.1k 65.26
Nextera Energy (NEE) 0.1 $201k 831.00 241.88
Spdr Gold Trust Gold Shs (GLD) 0.1 $201k 1.4k 143.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $190k 1.1k 177.74
Disney Walt Com Disney (DIS) 0.1 $186k 1.3k 144.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $182k 1.6k 114.47
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.1 $182k 5.4k 33.99
Ishares Tr Rus 1000 Etf (IWB) 0.1 $178k 1.0k 178.00
Lowe's Companies (LOW) 0.1 $176k 1.5k 117.32
Vanguard Group Div App Etf (VIG) 0.1 $166k 1.3k 124.34
Verizon Communications (VZ) 0.1 $165k 2.7k 61.27
Goldman Sachs (GS) 0.1 $163k 709.00 229.77
General Electric Company 0.1 $159k 14k 11.18
Tesla Motors (TSLA) 0.1 $154k 367.00 419.62
Lakeland Ban (LBAI) 0.1 $153k 8.8k 17.43
Wal-Mart Stores (WMT) 0.1 $150k 1.3k 118.58
International Business Machines (IBM) 0.1 $150k 1.1k 134.05
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $148k 696.00 212.64
Cisco Systems (CSCO) 0.1 $142k 3.0k 47.74
Ares Capital Corporation (ARCC) 0.1 $141k 7.6k 18.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $137k 2.8k 49.28
Mastercard Cl A (MA) 0.1 $136k 452.00 301.02
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $128k 340.00 376.47
Chevron Corporation (CVX) 0.1 $125k 1.0k 120.69
Service Corporation International (SCI) 0.1 $120k 2.6k 45.89
Select Sector Spdr Tr Energy (XLE) 0.1 $113k 1.9k 60.27
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $109k 1.3k 84.17
Hormel Foods Corporation (HRL) 0.1 $108k 2.4k 45.26
Vanguard World Fds Health Car Etf (VHT) 0.1 $103k 535.00 192.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $103k 77.00 1333.33
Ishares Tr Ibonds Mar20 Etf 0.1 $100k 3.8k 26.04
Vanguard Index Fds Small Cp Etf (VB) 0.1 $99k 598.00 165.55
Seattle Genetics 0.1 $97k 850.00 114.12
Oracle Corporation (ORCL) 0.1 $96k 1.8k 53.10
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $95k 389.00 244.22
Vanguard World Mega Grwth Ind (MGK) 0.1 $95k 650.00 146.15
3M Company (MMM) 0.1 $93k 525.00 177.14
Sirius Xm Holdings (SIRI) 0.1 $93k 13k 7.15
Thermo Fisher Scientific (TMO) 0.1 $93k 283.00 328.00
Amgen (AMGN) 0.1 $92k 380.00 242.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $92k 445.00 206.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $91k 891.00 102.13
Ishares Tr Mbs Etf (MBB) 0.1 $89k 819.00 108.67
Martin Marietta Materials (MLM) 0.1 $88k 316.00 278.48
Target Corporation (TGT) 0.1 $87k 679.00 128.13
Select Sector Spdr Tr Technology (XLK) 0.1 $84k 918.00 91.50
Enbridge (ENB) 0.1 $84k 2.1k 39.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $81k 446.00 181.61
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.0 $80k 3.5k 22.95
Visa Com Cl A (V) 0.0 $79k 421.00 187.65
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.0 $77k 1.4k 53.32
Ishares Tr Russell 3000 Etf (IWV) 0.0 $76k 402.00 189.05
Truist Financial Corp equities (TFC) 0.0 $74k 1.3k 56.19
Duke Energy Corp Com New (DUK) 0.0 $73k 802.00 91.02
Automatic Data Processing (ADP) 0.0 $71k 416.00 170.67
Coca-Cola Company (KO) 0.0 $69k 1.2k 55.16
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.0 $68k 1.1k 64.33
AES Corporation (AES) 0.0 $65k 3.3k 19.90
Spdr Series Trust BLMBRG BRC CNVRT (CWB) 0.0 $63k 1.1k 55.46
CSX Corporation (CSX) 0.0 $61k 848.00 71.93
Bank of America Corporation (BAC) 0.0 $61k 1.7k 35.30
Rite Aid Corporation (RADCQ) 0.0 $61k 3.9k 15.60
Waste Management (WM) 0.0 $56k 489.00 114.52
Vanguard Index Fds Value Etf (VTV) 0.0 $55k 461.00 119.31
Adobe Systems Incorporated (ADBE) 0.0 $55k 168.00 327.38
Ishares Tr Ibonds Dec22 Etf 0.0 $55k 2.2k 25.35
Sprott Physical Gold Trust Unit (PHYS) 0.0 $55k 4.5k 12.22
Clorox Company (CLX) 0.0 $54k 355.00 152.11
Universal Health Rlty Incm T Sh Ben Int (UHT) 0.0 $54k 462.00 116.88
Quest Diagnostics Incorporated (DGX) 0.0 $54k 501.00 107.78
Tompkins Financial Corporation (TMP) 0.0 $53k 579.00 91.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $53k 416.00 127.40
Cardiovascular Systems 0.0 $52k 1.1k 48.46
Simon Property (SPG) 0.0 $52k 350.00 148.57
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $52k 978.00 53.17
Aqua America 0.0 $51k 1.1k 46.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $48k 516.00 93.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $45k 484.00 92.98
Ishares Tr Ibonds Dec21 Etf 0.0 $45k 1.8k 25.11
Wp Carey (WPC) 0.0 $44k 550.00 80.00
Enterprise Products Partners (EPD) 0.0 $43k 1.5k 27.99
Ishares Tr Ibonds Dec20 Etf 0.0 $43k 1.7k 25.19
Ford Motor Company (F) 0.0 $42k 4.5k 9.24
Travelers Companies (TRV) 0.0 $41k 300.00 136.67
Raytheon Com New 0.0 $41k 187.00 219.25
A. O. Smith Corporation (AOS) 0.0 $41k 859.00 47.73
Toronto Dominion Bk Ont Com New (TD) 0.0 $40k 704.00 56.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $38k 627.00 60.61
Fortune Brands (FBIN) 0.0 $37k 562.00 65.84
America Movil Sab De Cv Spon Adr L Shs 0.0 $36k 2.3k 15.96
Wec Energy Group (WEC) 0.0 $35k 375.00 93.33
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $33k 2.6k 12.88
Xcel Energy (XEL) 0.0 $33k 515.00 64.08
Philip Morris International (PM) 0.0 $33k 384.00 85.94
Ishares Silver Trust Ishares (SLV) 0.0 $33k 2.0k 16.50
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $32k 512.00 62.50
Shopify Cl A (SHOP) 0.0 $32k 80.00 400.00
Emerson Electric (EMR) 0.0 $32k 419.00 76.37
Spdr Series Trust Spdr Bloomberg (BIL) 0.0 $32k 346.00 92.49
International Paper Company (IP) 0.0 $31k 672.00 46.13
Honeywell International (HON) 0.0 $31k 177.00 175.14
Tanger Factory Outlet Centers (SKT) 0.0 $29k 1.9k 14.93
Brixmor Prty (BRX) 0.0 $29k 1.3k 21.58
PNC Financial Services (PNC) 0.0 $29k 182.00 159.34
Costco Wholesale Corporation (COST) 0.0 $29k 97.00 298.97
UnitedHealth (UNH) 0.0 $29k 97.00 298.97
Norwegian Cruise Line Hldg L SHS Call Option (NCLH) 0.0 $29k 500.00 58.00
Sanofi Sponsored Adr (SNY) 0.0 $29k 572.00 50.70
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $28k 469.00 59.70
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $28k 298.00 93.96
Wisdomtree Tr Cboe S&p 500 (PUTW) 0.0 $28k 979.00 28.60
Chimera Invt Corp Com New (CIM) 0.0 $28k 1.4k 20.25
Invesco Exchng Traded Fd Tr S&p Gbl Water (CGW) 0.0 $27k 651.00 41.47
Metropcs Communications (TMUS) 0.0 $27k 350.00 77.14
Citigroup Com New (C) 0.0 $27k 340.00 79.41
Kimberly-Clark Corporation (KMB) 0.0 $27k 193.00 139.90
PPG Industries (PPG) 0.0 $27k 200.00 135.00
Sun Life Financial (SLF) 0.0 $26k 576.00 45.14
Merck & Co (MRK) 0.0 $26k 282.00 92.20
Southern Company (SO) 0.0 $26k 413.00 62.95
Phillips 66 (PSX) 0.0 $26k 236.00 110.17
American Express Company (AXP) 0.0 $26k 206.00 126.21
Consolidated Edison (ED) 0.0 $26k 292.00 89.04
Delta Air Lines Inc Del Com New (DAL) 0.0 $25k 429.00 58.28
Kkr & Co Cl A (KKR) 0.0 $25k 869.00 28.77
Eli Lilly & Co. (LLY) 0.0 $24k 186.00 129.03
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $24k 100.00 240.00
AFLAC Incorporated (AFL) 0.0 $24k 458.00 52.40
Iron Mountain (IRM) 0.0 $23k 727.00 31.64
Kimco Realty Corporation (KIM) 0.0 $23k 1.1k 20.91
United Parcel Service CL B (UPS) 0.0 $23k 197.00 116.75
Bristol Myers Squibb (BMY) 0.0 $23k 362.00 63.54
Liberty Ppty Tr Sh Ben Int 0.0 $23k 384.00 59.90
Ventas (VTR) 0.0 $22k 378.00 58.20
NVIDIA Corporation (NVDA) 0.0 $22k 94.00 234.04
National Grid Sponsored Adr Ne (NGG) 0.0 $22k 354.00 62.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $22k 102.00 215.69
Nike CL B (NKE) 0.0 $22k 219.00 100.46
American Tower Reit (AMT) 0.0 $21k 92.00 228.26
Teladoc (TDOC) 0.0 $21k 250.00 84.00
Roku Com Cl A (ROKU) 0.0 $21k 154.00 136.36
Nustar Energy Unit Com (NS) 0.0 $21k 825.00 25.45
ESSA Ban (ESSA) 0.0 $20k 1.2k 17.24
Qualcomm (QCOM) 0.0 $20k 226.00 88.50
Union Pacific Corporation (UNP) 0.0 $20k 108.00 185.19
Constellation Brands Cl A (STZ) 0.0 $20k 108.00 185.19
Linde SHS 0.0 $20k 95.00 210.53
SYSCO Corporation (SYY) 0.0 $20k 239.00 83.68
Paypal Holdings (PYPL) 0.0 $20k 183.00 109.29
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $20k 263.00 76.05
General Mills (GIS) 0.0 $20k 379.00 52.77