Meridian Wealth Advisors

Meridian Wealth Advisors as of June 30, 2021

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 194 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.4 $26M 61k 429.92
Exxon Mobil Corporation (XOM) 5.5 $20M 310k 63.08
Apple (AAPL) 5.0 $18M 128k 136.96
Microsoft Corporation (MSFT) 4.1 $15M 54k 270.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $13M 31k 428.08
Ishares Tr Msci Usa Min Vol (USMV) 3.5 $12M 168k 73.61
Ishares Tr Msci Usa Mmentm (MTUM) 3.1 $11M 63k 173.43
Ishares Gold Tr Ishares New (IAU) 3.1 $11M 321k 33.71
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $9.0M 58k 154.80
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.2 $7.8M 208k 37.60
Chevron Corporation (CVX) 2.0 $7.1M 68k 104.74
Amazon (AMZN) 1.8 $6.2M 1.8k 3440.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $5.7M 12k 490.98
JPMorgan Chase & Co. (JPM) 1.6 $5.7M 37k 155.53
Select Sector Spdr Tr Technology (XLK) 1.4 $5.1M 35k 147.65
Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.8M 2.0k 2442.00
Home Depot (HD) 1.2 $4.2M 13k 318.91
Visa Com Cl A (V) 1.1 $3.8M 16k 233.80
UnitedHealth (UNH) 1.0 $3.6M 9.0k 400.51
Inhibrx (INBX) 1.0 $3.4M 122k 27.52
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $3.3M 27k 122.28
Bank of America Corporation (BAC) 0.9 $3.0M 74k 41.23
Union Pacific Corporation (UNP) 0.9 $3.0M 14k 219.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.0M 11k 277.93
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $2.8M 81k 34.64
Merck & Co (MRK) 0.8 $2.7M 35k 77.76
Eaton Corp SHS (ETN) 0.8 $2.7M 18k 148.17
Costco Wholesale Corporation (COST) 0.8 $2.7M 6.7k 395.62
salesforce (CRM) 0.7 $2.6M 11k 244.27
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.6M 11k 237.38
Lauder Estee Cos Cl A (EL) 0.7 $2.4M 7.7k 318.02
Allstate Corporation (ALL) 0.7 $2.4M 18k 130.46
Broadcom (AVGO) 0.6 $2.3M 4.8k 476.91
Johnson & Johnson (JNJ) 0.6 $2.3M 14k 164.72
Amgen (AMGN) 0.6 $2.2M 9.1k 243.71
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $2.2M 24k 92.57
Intercontinental Exchange (ICE) 0.6 $2.2M 19k 118.71
Diageo Spon Adr New (DEO) 0.6 $2.2M 11k 191.69
Adobe Systems Incorporated (ADBE) 0.6 $2.1M 3.7k 585.56
Trane Technologies SHS (TT) 0.6 $2.1M 12k 184.16
Iqvia Holdings (IQV) 0.6 $2.1M 8.6k 242.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.0M 7.5k 271.44
Edwards Lifesciences (EW) 0.6 $2.0M 19k 103.56
Facebook Cl A (META) 0.6 $2.0M 5.7k 347.64
Pioneer Natural Resources (PXD) 0.6 $2.0M 12k 162.55
American Tower Reit (AMT) 0.6 $2.0M 7.3k 270.13
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.9M 12k 165.67
Comcast Corp Cl A (CMCSA) 0.5 $1.9M 34k 57.02
American Campus Communities 0.5 $1.9M 40k 46.71
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.5 $1.9M 103k 18.19
Ihs Markit SHS 0.5 $1.9M 17k 112.67
O'reilly Automotive (ORLY) 0.5 $1.8M 3.3k 566.08
Verizon Communications (VZ) 0.5 $1.8M 33k 56.03
Marathon Petroleum Corp (MPC) 0.5 $1.8M 30k 60.41
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.8M 7.7k 229.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.8M 12k 144.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.7M 24k 72.73
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.5 $1.7M 47k 35.49
Wal-Mart Stores (WMT) 0.5 $1.7M 12k 141.02
Honeywell International (HON) 0.5 $1.6M 7.4k 219.34
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 588.00 2506.80
Cisco Systems (CSCO) 0.4 $1.4M 26k 53.01
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.4M 11k 128.03
Raymond James Financial (RJF) 0.4 $1.3M 10k 129.93
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.3M 34k 39.35
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $1.3M 36k 35.85
Coca-Cola Company (KO) 0.4 $1.3M 24k 54.13
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.2M 12k 99.36
Vanguard World Fds Industrial Etf (VIS) 0.3 $1.2M 6.1k 196.43
Keysight Technologies (KEYS) 0.3 $1.2M 7.7k 154.46
Walt Disney Company (DIS) 0.3 $1.2M 6.6k 175.73
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.1M 4.6k 247.04
Air Products & Chemicals (APD) 0.3 $1.1M 3.8k 287.71
McDonald's Corporation (MCD) 0.3 $1.1M 4.6k 230.99
NVIDIA Corporation (NVDA) 0.3 $1.1M 1.3k 800.46
Pepsi (PEP) 0.3 $1.0M 7.0k 148.15
Enterprise Products Partners (EPD) 0.3 $1.0M 42k 24.13
Lockheed Martin Corporation (LMT) 0.3 $1.0M 2.7k 378.23
Abbott Laboratories (ABT) 0.3 $992k 8.6k 115.98
Eli Lilly & Co. (LLY) 0.3 $966k 4.2k 229.56
Procter & Gamble Company (PG) 0.3 $938k 7.0k 134.91
General Motors Company (GM) 0.3 $916k 16k 59.14
Vanguard Index Fds Growth Etf (VUG) 0.3 $915k 3.2k 286.65
Medtronic SHS (MDT) 0.3 $889k 7.2k 124.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $874k 3.7k 236.41
Nike CL B (NKE) 0.2 $867k 5.6k 154.55
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $823k 7.9k 103.67
BlackRock (BLK) 0.2 $789k 902.00 874.72
Advanced Micro Devices (AMD) 0.2 $780k 8.3k 93.98
Ishares Tr Rus 1000 Etf (IWB) 0.2 $779k 3.2k 242.15
Republic Services (RSG) 0.2 $763k 6.9k 110.02
Chubb (CB) 0.2 $741k 4.7k 158.84
Cme (CME) 0.2 $731k 3.4k 212.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $710k 67k 10.64
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $704k 30k 23.46
International Business Machines (IBM) 0.2 $701k 4.8k 146.53
Pfizer (PFE) 0.2 $695k 18k 39.17
Mondelez Intl Cl A (MDLZ) 0.2 $675k 11k 62.45
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $668k 5.3k 125.92
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $653k 6.0k 109.75
Intel Corporation (INTC) 0.2 $647k 12k 56.12
Kansas City Southern Com New 0.2 $636k 2.2k 283.17
Qualcomm (QCOM) 0.2 $620k 4.3k 142.96
Texas Instruments Incorporated (TXN) 0.2 $618k 3.2k 192.34
CVS Caremark Corporation (CVS) 0.2 $612k 7.3k 83.38
Brigham Minerals Cl A Com 0.2 $610k 29k 21.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $608k 12k 52.38
United Parcel Service CL B (UPS) 0.2 $608k 2.9k 208.01
Motorola Solutions Com New (MSI) 0.2 $601k 2.8k 216.81
3M Company (MMM) 0.2 $596k 3.0k 198.67
Select Sector Spdr Tr Financial (XLF) 0.2 $579k 16k 36.70
SYSCO Corporation (SYY) 0.2 $578k 7.4k 77.70
Automatic Data Processing (ADP) 0.2 $573k 2.9k 198.54
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $569k 17k 34.00
Listed Fd Tr Horizon Kinetics (INFL) 0.2 $565k 19k 30.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $555k 2.5k 222.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $552k 2.8k 200.73
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $529k 3.0k 178.72
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $527k 5.1k 102.43
Paypal Holdings (PYPL) 0.1 $526k 1.8k 291.41
Lowe's Companies (LOW) 0.1 $501k 2.6k 194.04
Accenture Plc Ireland Shs Class A (ACN) 0.1 $495k 1.7k 294.64
Ribbon Communication (RBBN) 0.1 $494k 65k 7.62
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.1 $476k 7.3k 64.94
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $465k 9.2k 50.69
TJX Companies (TJX) 0.1 $462k 6.9k 67.37
Unilever Spon Adr New (UL) 0.1 $461k 7.9k 58.47
Illinois Tool Works (ITW) 0.1 $444k 2.0k 223.68
Raytheon Technologies Corp (RTX) 0.1 $428k 5.0k 85.24
Invesco SHS (IVZ) 0.1 $424k 16k 26.71
Blackstone Group Inc Com Cl A (BX) 0.1 $423k 4.4k 97.11
At&t (T) 0.1 $416k 15k 28.75
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $411k 4.1k 100.86
American Express Company (AXP) 0.1 $398k 2.4k 165.08
Mastercard Incorporated Cl A (MA) 0.1 $388k 1.1k 365.00
Vanguard Index Fds Value Etf (VTV) 0.1 $386k 2.8k 137.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $384k 2.4k 158.68
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $383k 16k 24.71
Vanguard World Mega Cap Index (MGC) 0.1 $379k 2.5k 152.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $373k 947.00 393.88
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $371k 4.9k 75.44
Starwood Property Trust (STWD) 0.1 $366k 14k 26.14
Ishares Tr Ishares Biotech (IBB) 0.1 $365k 2.2k 163.68
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $357k 896.00 398.44
Bristol Myers Squibb (BMY) 0.1 $356k 5.3k 66.85
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $343k 17k 20.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $334k 942.00 354.56
Danaher Corporation (DHR) 0.1 $333k 1.2k 268.55
ConocoPhillips (COP) 0.1 $331k 5.4k 60.88
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $329k 4.1k 79.89
Kimberly-Clark Corporation (KMB) 0.1 $313k 2.3k 133.93
Citigroup Com New (C) 0.1 $300k 4.2k 70.82
Micron Technology (MU) 0.1 $297k 3.5k 85.10
Servicenow (NOW) 0.1 $297k 540.00 550.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $288k 4.1k 69.90
Crown Castle Intl (CCI) 0.1 $286k 1.5k 195.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $286k 3.3k 88.00
Marsh & McLennan Companies (MMC) 0.1 $286k 2.0k 140.61
Netflix (NFLX) 0.1 $275k 521.00 527.83
V.F. Corporation (VFC) 0.1 $275k 3.4k 82.02
Select Sector Spdr Tr Energy (XLE) 0.1 $272k 5.0k 53.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $271k 1.8k 150.81
Tesla Motors (TSLA) 0.1 $271k 398.00 680.90
Kimbell Rty Partners Unit (KRP) 0.1 $267k 21k 12.87
Nxp Semiconductors N V (NXPI) 0.1 $266k 1.3k 205.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $264k 3.5k 75.62
Williams Companies (WMB) 0.1 $260k 9.8k 26.52
Equinix (EQIX) 0.1 $258k 321.00 803.74
CSX Corporation (CSX) 0.1 $255k 8.0k 32.04
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $254k 5.2k 48.96
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $252k 2.2k 113.06
Diamondback Energy (FANG) 0.1 $252k 2.7k 93.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.4k 104.78
Zoetis Cl A (ZTS) 0.1 $249k 1.3k 186.10
Caterpillar (CAT) 0.1 $245k 1.1k 217.97
Synchrony Financial (SYF) 0.1 $240k 5.0k 48.48
Thermo Fisher Scientific (TMO) 0.1 $239k 473.00 505.29
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $237k 1.0k 226.58
Kinder Morgan (KMI) 0.1 $235k 13k 18.23
Phillips 66 (PSX) 0.1 $231k 2.7k 86.00
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $231k 5.3k 44.00
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $229k 635.00 360.63
Microchip Technology (MCHP) 0.1 $222k 1.5k 149.49
Nextera Energy (NEE) 0.1 $222k 3.0k 73.17
EOG Resources (EOG) 0.1 $218k 2.6k 83.33
Archrock (AROC) 0.1 $212k 24k 8.91
Liberty Oilfield Svcs Com Cl A (LBRT) 0.1 $210k 15k 14.19
Dow (DOW) 0.1 $205k 3.2k 63.29
Dollar General (DG) 0.1 $204k 943.00 216.33
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $201k 4.3k 47.29
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $186k 10k 18.60
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $179k 18k 10.23
Tff Pharmaceuticals 0.0 $111k 12k 9.65
Bgc Partners Cl A 0.0 $80k 14k 5.67