Meridian Wealth Advisors

Meridian Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 203 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.7 $32M 66k 477.00
Apple (AAPL) 5.6 $23M 131k 177.57
Exxon Mobil Corporation (XOM) 4.6 $19M 309k 61.19
Microsoft Corporation (MSFT) 4.4 $18M 54k 336.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $15M 31k 474.95
Ishares Tr Msci Usa Min Vol (USMV) 3.3 $14M 169k 80.90
Ishares Tr Msci Usa Mmentm (MTUM) 3.2 $13M 71k 181.82
Gold Tr Ishares New (IAU) 2.7 $11M 324k 34.81
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $10M 61k 171.75
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.1 $8.6M 208k 41.54
Select Sector Spdr Tr Technology (XLK) 1.6 $6.6M 38k 173.88
Amazon (AMZN) 1.5 $6.3M 1.9k 3334.21
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $6.3M 12k 517.66
Home Depot (HD) 1.5 $6.0M 15k 415.02
JPMorgan Chase & Co. (JPM) 1.5 $6.0M 38k 158.36
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.9M 2.0k 2897.88
Chevron Corporation (CVX) 1.3 $5.6M 47k 117.35
Inhibrx (INBX) 1.3 $5.3M 122k 43.67
UnitedHealth (UNH) 1.2 $4.8M 9.5k 502.10
Costco Wholesale Corporation (COST) 1.0 $4.1M 7.3k 567.69
Spdr Ser Tr S&p Divid Etf (SDY) 1.0 $4.0M 31k 129.12
Visa Com Cl A (V) 1.0 $3.9M 18k 216.72
Union Pacific Corporation (UNP) 0.9 $3.8M 15k 251.90
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.7M 15k 254.75
Devon Energy Corporation (DVN) 0.9 $3.7M 83k 44.04
Broadcom (AVGO) 0.9 $3.6M 5.4k 665.55
Eaton Corp SHS (ETN) 0.8 $3.5M 20k 172.81
Bank of America Corporation (BAC) 0.8 $3.3M 74k 44.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.2M 11k 299.08
Lauder Estee Cos Cl A (EL) 0.8 $3.2M 8.6k 370.19
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $3.0M 84k 35.33
Merck & Co (MRK) 0.7 $3.0M 39k 76.64
Edwards Lifesciences (EW) 0.7 $3.0M 23k 129.56
salesforce (CRM) 0.7 $2.9M 12k 254.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.9M 6.7k 436.59
Intercontinental Exchange (ICE) 0.7 $2.9M 21k 136.76
Diageo Spon Adr New (DEO) 0.7 $2.8M 13k 220.17
Iqvia Holdings (IQV) 0.7 $2.8M 9.8k 282.14
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $2.7M 71k 38.19
O'reilly Automotive (ORLY) 0.6 $2.7M 3.8k 706.20
Trane Technologies SHS (TT) 0.6 $2.6M 13k 201.99
Pioneer Natural Resources (PXD) 0.6 $2.5M 14k 181.90
Ihs Markit SHS 0.6 $2.5M 19k 132.92
American Tower Reit (AMT) 0.6 $2.5M 8.4k 292.49
Allstate Corporation (ALL) 0.6 $2.5M 21k 117.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $2.4M 27k 89.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.4M 7.7k 305.56
Johnson & Johnson (JNJ) 0.6 $2.3M 14k 171.10
Adobe Systems Incorporated (ADBE) 0.6 $2.3M 4.0k 567.18
Marathon Petroleum Corp (MPC) 0.5 $2.3M 35k 63.99
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.5 $2.0M 103k 19.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.0M 24k 83.68
Keysight Technologies (KEYS) 0.5 $2.0M 9.5k 206.47
Amgen (AMGN) 0.5 $1.9M 8.6k 224.97
Comcast Corp Cl A (CMCSA) 0.5 $1.9M 38k 50.32
Meta Platforms Cl A (META) 0.5 $1.9M 5.7k 336.28
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.9M 11k 170.95
Wal-Mart Stores (WMT) 0.4 $1.8M 13k 144.70
American Campus Communities 0.4 $1.8M 31k 57.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $1.8M 12k 148.20
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.7M 7.9k 222.42
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 590.00 2893.22
Raymond James Financial (RJF) 0.4 $1.6M 16k 100.39
Cisco Systems (CSCO) 0.4 $1.6M 26k 63.36
Honeywell International (HON) 0.4 $1.5M 7.4k 208.54
NVIDIA Corporation (NVDA) 0.4 $1.5M 5.1k 294.17
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.4M 11k 129.18
Coca-Cola Company (KO) 0.3 $1.3M 23k 59.22
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.3M 12k 114.84
Verizon Communications (VZ) 0.3 $1.3M 26k 51.94
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.3M 4.9k 266.38
Vanguard World Fds Industrial Etf (VIS) 0.3 $1.3M 6.3k 202.92
McDonald's Corporation (MCD) 0.3 $1.2M 4.6k 268.01
Pepsi (PEP) 0.3 $1.2M 7.0k 173.72
Abbott Laboratories (ABT) 0.3 $1.2M 8.6k 140.70
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.2M 30k 39.42
Eli Lilly & Co. (LLY) 0.3 $1.2M 4.2k 276.34
Air Products & Chemicals (APD) 0.3 $1.2M 3.8k 304.35
Procter & Gamble Company (PG) 0.3 $1.1M 7.0k 163.53
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.1M 31k 36.57
Advanced Micro Devices (AMD) 0.3 $1.1M 7.8k 143.87
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $1.1M 21k 50.48
Pfizer (PFE) 0.3 $1.1M 18k 59.03
Republic Services (RSG) 0.2 $979k 7.0k 139.50
Walt Disney Company (DIS) 0.2 $970k 6.3k 154.88
Accenture Plc Ireland Shs Class A (ACN) 0.2 $950k 2.3k 414.67
Nike CL B (NKE) 0.2 $942k 5.7k 166.70
Lockheed Martin Corporation (LMT) 0.2 $940k 2.6k 355.39
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $926k 3.6k 254.61
Chubb (CB) 0.2 $918k 4.7k 193.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $863k 8.0k 107.49
Ishares Tr Rus 1000 Etf (IWB) 0.2 $851k 3.2k 264.53
BlackRock (BLK) 0.2 $840k 917.00 916.03
Brigham Minerals Cl A Com 0.2 $836k 40k 21.08
Enterprise Products Partners (EPD) 0.2 $828k 38k 21.97
Cme (CME) 0.2 $798k 3.5k 228.46
CVS Caremark Corporation (CVS) 0.2 $770k 7.5k 103.18
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $768k 36k 21.18
Motorola Solutions Com New (MSI) 0.2 $765k 2.8k 271.57
Vanguard Index Fds Growth Etf (VUG) 0.2 $755k 2.4k 321.00
Medtronic SHS (MDT) 0.2 $742k 7.2k 103.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $730k 5.2k 140.93
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $715k 6.0k 120.17
Automatic Data Processing (ADP) 0.2 $712k 2.9k 246.71
Qualcomm (QCOM) 0.2 $701k 3.8k 182.98
Mondelez Intl Cl A (MDLZ) 0.2 $697k 11k 66.32
Lowe's Companies (LOW) 0.2 $678k 2.6k 258.38
International Business Machines (IBM) 0.2 $638k 4.8k 133.64
Select Sector Spdr Tr Financial (XLF) 0.2 $631k 16k 39.03
Intel Corporation (INTC) 0.2 $630k 12k 51.50
United Parcel Service CL B (UPS) 0.2 $629k 2.9k 214.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $624k 12k 51.42
Texas Instruments Incorporated (TXN) 0.1 $613k 3.3k 188.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $611k 2.5k 241.31
Vanguard Index Fds Large Cap Etf (VV) 0.1 $608k 2.8k 221.09
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $605k 3.0k 204.39
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $590k 29k 20.33
SYSCO Corporation (SYY) 0.1 $588k 7.5k 78.52
Kimbell Rty Partners Unit (KRP) 0.1 $575k 42k 13.64
Blackstone Group Inc Com Cl A (BX) 0.1 $566k 4.4k 129.31
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $549k 67k 8.22
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $548k 18k 31.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $545k 17k 32.01
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $544k 5.1k 105.73
3M Company (MMM) 0.1 $542k 3.1k 177.70
TJX Companies (TJX) 0.1 $511k 6.7k 75.96
Illinois Tool Works (ITW) 0.1 $474k 1.9k 246.62
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $471k 4.1k 115.58
Raytheon Technologies Corp (RTX) 0.1 $436k 5.1k 85.98
Unilever Spon Adr New (UL) 0.1 $423k 7.9k 53.85
Tesla Motors (TSLA) 0.1 $421k 398.00 1057.79
Vanguard World Mega Cap Index (MGC) 0.1 $418k 2.5k 168.01
General Motors Company (GM) 0.1 $416k 7.1k 58.67
Vanguard Index Fds Value Etf (VTV) 0.1 $413k 2.8k 147.13
Danaher Corporation (DHR) 0.1 $413k 1.3k 328.82
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $411k 898.00 457.68
Main Street Capital Corporation (MAIN) 0.1 $404k 9.0k 44.89
American Express Company (AXP) 0.1 $394k 2.4k 163.42
ConocoPhillips (COP) 0.1 $392k 5.4k 72.19
Ribbon Communication (RBBN) 0.1 $392k 65k 6.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $382k 2.3k 168.06
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $381k 16k 24.58
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $378k 4.9k 76.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $376k 946.00 397.46
Invesco SHS (IVZ) 0.1 $365k 16k 22.99
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $364k 4.1k 87.86
Mastercard Incorporated Cl A (MA) 0.1 $361k 1.0k 359.56
Marsh & McLennan Companies (MMC) 0.1 $355k 2.0k 173.93
Servicenow (NOW) 0.1 $351k 540.00 650.00
Diamondback Energy (FANG) 0.1 $346k 3.2k 107.89
Micron Technology (MU) 0.1 $344k 3.7k 93.22
Ishares Tr Ishares Biotech (IBB) 0.1 $336k 2.2k 152.73
Kimberly-Clark Corporation (KMB) 0.1 $334k 2.3k 142.92
Bristol Myers Squibb (BMY) 0.1 $332k 5.3k 62.35
Zoetis Cl A (ZTS) 0.1 $327k 1.3k 244.21
Thermo Fisher Scientific (TMO) 0.1 $321k 480.00 668.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $318k 4.1k 77.18
Netflix (NFLX) 0.1 $316k 525.00 601.90
V.F. Corporation (VFC) 0.1 $311k 4.2k 73.25
Crown Castle Intl (CCI) 0.1 $306k 1.5k 208.73
Paypal Holdings (PYPL) 0.1 $303k 1.6k 188.43
CSX Corporation (CSX) 0.1 $297k 7.9k 37.64
Nxp Semiconductors N V (NXPI) 0.1 $294k 1.3k 228.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $292k 1.8k 162.49
Nextera Energy (NEE) 0.1 $283k 3.0k 93.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $283k 3.3k 87.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $282k 3.5k 80.78
Starwood Property Trust (STWD) 0.1 $279k 12k 24.26
Equinix (EQIX) 0.1 $272k 321.00 847.35
Williams Companies (WMB) 0.1 $272k 11k 26.01
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $267k 2.4k 111.90
EOG Resources (EOG) 0.1 $260k 2.9k 88.92
Citigroup Com New (C) 0.1 $260k 4.3k 60.31
Microchip Technology (MCHP) 0.1 $259k 3.0k 87.21
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.1 $259k 7.3k 35.33
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $256k 2.2k 114.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $251k 3.8k 65.88
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $238k 5.3k 45.33
Deere & Company (DE) 0.1 $233k 680.00 342.65
Synchrony Financial (SYF) 0.1 $230k 5.0k 46.46
Mid-America Apartment (MAA) 0.1 $229k 1.0k 229.00
SM Energy (SM) 0.1 $228k 7.7k 29.53
Sherwin-Williams Company (SHW) 0.1 $220k 624.00 352.56
Caterpillar (CAT) 0.1 $220k 1.1k 207.16
Quest Diagnostics Incorporated (DGX) 0.1 $216k 1.3k 172.66
Abbvie (ABBV) 0.1 $212k 1.6k 135.38
Target Corporation (TGT) 0.1 $212k 917.00 231.19
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $211k 1.0k 211.00
Dollar General (DG) 0.1 $208k 881.00 236.10
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $208k 3.6k 58.59
General Dynamics Corporation (GD) 0.0 $204k 980.00 208.16
Magellan Midstream Prtnrs Com Unit Rp Lp 0.0 $204k 4.4k 46.43
Ishares Tr Msci Eafe Etf (EFA) 0.0 $202k 2.6k 78.78
Eaton Vance Enhanced Equity Income Fund (EOI) 0.0 $202k 10k 20.20
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $187k 18k 10.69
Archrock (AROC) 0.0 $178k 24k 7.48
Kinder Morgan (KMI) 0.0 $173k 11k 15.90
Liberty Oilfield Svcs Com Cl A (LBRT) 0.0 $144k 15k 9.73
Power & Digital Infra Acq Com Cl A 0.0 $143k 13k 10.93
Tff Pharmaceuticals 0.0 $102k 12k 8.87
Propetro Hldg (PUMP) 0.0 $81k 10k 8.10
Bgc Partners Cl A 0.0 $52k 11k 4.68
Vertex Energy (VTNR) 0.0 $45k 10k 4.50