Meridian Wealth Advisors

Meridian Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 187 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.7 $31M 86k 358.66
Exxon Mobil Corporation (XOM) 7.6 $27M 308k 87.31
Spdr Ser Tr S&p Divid Etf (SDY) 5.0 $18M 159k 111.50
Apple (AAPL) 4.6 $16M 118k 138.20
Microsoft Corporation (MSFT) 3.7 $13M 57k 232.90
Ishares Gold Tr Ishares New (IAU) 3.4 $12M 380k 31.53
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $12M 174k 66.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $9.4M 26k 357.18
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $8.6M 63k 135.17
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.2 $7.8M 206k 37.66
Amazon (AMZN) 1.6 $5.8M 51k 113.00
UnitedHealth (UNH) 1.5 $5.2M 10k 505.05
Devon Energy Corporation (DVN) 1.5 $5.2M 86k 60.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $5.1M 13k 401.67
JPMorgan Chase & Co. (JPM) 1.3 $4.7M 45k 104.50
Home Depot (HD) 1.3 $4.6M 17k 275.95
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.3M 45k 95.64
Costco Wholesale Corporation (COST) 1.2 $4.1M 8.7k 472.24
Merck & Co (MRK) 1.2 $4.1M 48k 86.12
Marathon Petroleum Corp (MPC) 1.1 $3.8M 39k 99.33
Visa Com Cl A (V) 1.1 $3.8M 21k 177.67
Union Pacific Corporation (UNP) 1.0 $3.5M 18k 194.83
O'reilly Automotive (ORLY) 0.9 $3.3M 4.7k 703.27
Pioneer Natural Resources (PXD) 0.9 $3.3M 15k 216.54
Allstate Corporation (ALL) 0.9 $3.2M 26k 124.55
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.9 $3.2M 99k 32.01
Select Sector Spdr Tr Technology (XLK) 0.9 $3.1M 26k 118.77
Chevron Corporation (CVX) 0.9 $3.1M 21k 143.66
Johnson & Johnson (JNJ) 0.8 $2.9M 18k 163.38
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.8M 15k 188.00
Eaton Corp SHS (ETN) 0.8 $2.8M 21k 133.36
Diageo Spon Adr New (DEO) 0.8 $2.7M 16k 169.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $2.6M 88k 29.90
Broadcom (AVGO) 0.7 $2.5M 5.6k 444.01
Pepsi (PEP) 0.7 $2.4M 15k 163.28
Trane Technologies SHS (TT) 0.7 $2.4M 16k 144.84
Eli Lilly & Co. (LLY) 0.7 $2.3M 7.2k 323.35
Bank of America Corporation (BAC) 0.6 $2.3M 75k 30.20
Inhibrx (INBX) 0.6 $2.2M 122k 17.95
Lauder Estee Cos Cl A (EL) 0.6 $2.0M 9.4k 215.92
Amgen (AMGN) 0.6 $2.0M 8.7k 225.37
Iqvia Holdings (IQV) 0.5 $1.9M 11k 181.19
Intercontinental Exchange (ICE) 0.5 $1.9M 21k 90.36
Edwards Lifesciences (EW) 0.5 $1.9M 23k 82.62
American Tower Reit (AMT) 0.5 $1.8M 8.6k 214.66
S&p Global (SPGI) 0.5 $1.8M 6.0k 305.27
Wal-Mart Stores (WMT) 0.5 $1.8M 14k 129.71
salesforce (CRM) 0.5 $1.8M 13k 143.83
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 18k 96.15
Kimbell Rty Partners Unit (KRP) 0.5 $1.7M 99k 16.98
Honeywell International (HON) 0.5 $1.6M 9.9k 167.00
Keysight Technologies (KEYS) 0.5 $1.6M 10k 157.34
Adobe Systems Incorporated (ADBE) 0.4 $1.6M 5.7k 275.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 7.5k 210.40
Procter & Gamble Company (PG) 0.4 $1.5M 12k 126.26
Raymond James Financial (RJF) 0.4 $1.4M 15k 98.84
Brigham Minerals Cl A Com 0.4 $1.4M 58k 24.66
Lockheed Martin Corporation (LMT) 0.4 $1.4M 3.7k 386.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.4M 23k 57.84
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.4M 8.7k 154.71
McDonald's Corporation (MCD) 0.4 $1.3M 5.7k 230.65
Coca-Cola Company (KO) 0.4 $1.3M 23k 56.03
Air Products & Chemicals (APD) 0.4 $1.3M 5.4k 232.66
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.4 $1.3M 101k 12.50
Pfizer (PFE) 0.3 $1.2M 28k 43.77
Lowe's Companies (LOW) 0.3 $1.2M 6.5k 187.87
Cisco Systems (CSCO) 0.3 $1.2M 30k 40.01
Comcast Corp Cl A (CMCSA) 0.3 $1.2M 41k 29.33
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.1M 5.0k 223.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.0M 3.2k 328.31
Abbott Laboratories (ABT) 0.3 $1.0M 11k 96.71
Enterprise Products Partners (EPD) 0.3 $1.0M 43k 23.77
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $998k 31k 32.16
Verizon Communications (VZ) 0.3 $970k 26k 37.98
Chubb (CB) 0.3 $943k 5.2k 181.84
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $887k 13k 66.66
Thermo Fisher Scientific (TMO) 0.2 $886k 1.7k 507.16
Republic Services (RSG) 0.2 $870k 6.4k 136.02
Danaher Corporation (DHR) 0.2 $860k 3.3k 258.18
Mastercard Incorporated Cl A (MA) 0.2 $831k 2.9k 284.20
Raytheon Technologies Corp (RTX) 0.2 $808k 9.9k 81.87
Qualcomm (QCOM) 0.2 $802k 7.1k 112.97
Ishares Tr U.s. Tech Etf (IYW) 0.2 $801k 11k 73.39
NVIDIA Corporation (NVDA) 0.2 $791k 6.5k 121.34
International Business Machines (IBM) 0.2 $788k 6.6k 118.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $758k 16k 48.13
BlackRock (BLK) 0.2 $730k 1.3k 550.11
Mondelez Intl Cl A (MDLZ) 0.2 $713k 13k 54.82
United Parcel Service CL B (UPS) 0.2 $706k 4.4k 161.45
Analog Devices (ADI) 0.2 $695k 5.0k 139.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $692k 6.8k 102.40
CVS Caremark Corporation (CVS) 0.2 $688k 7.2k 95.42
Cme (CME) 0.2 $684k 3.9k 177.11
Motorola Solutions Com New (MSI) 0.2 $673k 3.0k 224.03
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $673k 61k 11.02
At&t (T) 0.2 $657k 43k 15.34
Ishares Tr Rus 1000 Etf (IWB) 0.2 $635k 3.2k 197.39
Automatic Data Processing (ADP) 0.2 $634k 2.8k 226.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $587k 4.8k 121.16
Medtronic SHS (MDT) 0.2 $583k 7.2k 80.70
Advanced Micro Devices (AMD) 0.2 $573k 9.0k 63.36
Starwood Property Trust (STWD) 0.2 $565k 31k 18.23
ConocoPhillips (COP) 0.2 $561k 5.5k 102.33
Ishares Tr Tips Bd Etf (TIP) 0.2 $553k 5.3k 104.87
Texas Instruments Incorporated (TXN) 0.2 $537k 3.5k 154.89
Select Sector Spdr Tr Financial (XLF) 0.1 $523k 17k 30.38
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $509k 6.0k 85.55
Bristol Myers Squibb (BMY) 0.1 $508k 7.1k 71.15
Meta Platforms Cl A (META) 0.1 $507k 3.7k 135.63
SYSCO Corporation (SYY) 0.1 $507k 7.2k 70.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $503k 2.4k 213.86
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $492k 26k 19.07
Nike CL B (NKE) 0.1 $490k 5.9k 83.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $481k 1.8k 267.37
Dollar General (DG) 0.1 $476k 2.0k 239.92
Ishares Tr Russell 2000 Etf (IWM) 0.1 $476k 2.9k 164.88
American Express Company (AXP) 0.1 $475k 3.5k 134.79
Constellation Brands Cl A (STZ) 0.1 $473k 2.1k 229.83
Blackstone Group Inc Com Cl A (BX) 0.1 $472k 5.6k 83.76
Vanguard World Fds Industrial Etf (VIS) 0.1 $454k 2.9k 157.69
Vanguard Index Fds Large Cap Etf (VV) 0.1 $450k 2.8k 163.64
Accenture Plc Ireland Shs Class A (ACN) 0.1 $442k 1.7k 257.13
Walt Disney Company (DIS) 0.1 $430k 4.6k 94.30
TJX Companies (TJX) 0.1 $428k 6.9k 62.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $426k 2.4k 179.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $426k 5.1k 82.80
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $422k 3.0k 142.57
Intel Corporation (INTC) 0.1 $394k 15k 25.74
Colgate-Palmolive Company (CL) 0.1 $393k 5.6k 70.19
Block Cl A (SQ) 0.1 $388k 7.1k 54.97
Crown Castle Intl (CCI) 0.1 $386k 2.7k 144.62
Illinois Tool Works (ITW) 0.1 $385k 2.1k 180.58
Tesla Motors (TSLA) 0.1 $381k 1.4k 265.32
Steris Shs Usd (STE) 0.1 $377k 2.3k 166.30
MercadoLibre (MELI) 0.1 $372k 449.00 828.51
Kimberly-Clark Corporation (KMB) 0.1 $364k 3.2k 112.45
Zoetis Cl A (ZTS) 0.1 $359k 2.4k 148.10
Vanguard Index Fds Value Etf (VTV) 0.1 $350k 2.8k 123.50
PNC Financial Services (PNC) 0.1 $345k 2.3k 149.35
3M Company (MMM) 0.1 $340k 3.1k 110.39
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $337k 16k 21.74
Becton, Dickinson and (BDX) 0.1 $336k 1.5k 222.96
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $327k 4.1k 80.25
Vanguard World Mega Cap Index (MGC) 0.1 $311k 2.5k 125.00
Diamondback Energy (FANG) 0.1 $305k 2.5k 120.46
Nextera Energy (NEE) 0.1 $303k 3.9k 78.38
Marsh & McLennan Companies (MMC) 0.1 $303k 2.0k 149.41
EOG Resources (EOG) 0.1 $303k 2.7k 111.56
Waste Management (WM) 0.1 $296k 1.8k 160.35
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $292k 6.1k 47.53
Williams Companies (WMB) 0.1 $291k 10k 28.64
SM Energy (SM) 0.1 $290k 7.7k 37.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $285k 2.1k 135.78
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $281k 2.1k 131.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $275k 4.1k 66.75
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $274k 11k 24.11
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $272k 884.00 307.69
Palo Alto Networks (PANW) 0.1 $263k 1.6k 163.86
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $263k 4.2k 62.93
Docusign (DOCU) 0.1 $253k 4.7k 53.50
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $252k 15k 16.73
Valero Energy Corporation (VLO) 0.1 $251k 2.3k 106.99
Paypal Holdings (PYPL) 0.1 $243k 2.8k 86.23
Ishares Tr Ishares Biotech (IBB) 0.1 $242k 2.1k 116.91
Microchip Technology (MCHP) 0.1 $238k 3.9k 61.12
Abbvie (ABBV) 0.1 $236k 1.8k 134.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k 3.4k 68.43
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $233k 4.1k 56.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $232k 3.5k 66.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $229k 1.8k 127.43
Kinder Morgan (KMI) 0.1 $224k 13k 16.68
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $213k 4.3k 50.09
Target Corporation (TGT) 0.1 $206k 1.4k 148.52
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $205k 5.3k 39.05
Servicenow (NOW) 0.1 $204k 540.00 377.78
Oracle Corporation (ORCL) 0.1 $201k 3.3k 61.19
CSX Corporation (CSX) 0.1 $200k 7.5k 26.67
Unilever Spon Adr New (UL) 0.1 $200k 4.6k 43.86
Liberty Energy Com Cl A (LBRT) 0.1 $188k 15k 12.70
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $149k 21k 7.26
Invesco SHS (IVZ) 0.0 $148k 11k 13.71
Ribbon Communication (RBBN) 0.0 $144k 65k 2.22
Propetro Hldg (PUMP) 0.0 $80k 10k 8.00
Vertex Energy Call Call Option (Principal) (VTNR) 0.0 $62k 10k 6.20
Tff Pharmaceuticals 0.0 $47k 12k 4.09
Bgc Partners Cl A 0.0 $35k 11k 3.15
Core Scientific Common Stock 0.0 $20k 15k 1.33