Meridian Wealth Advisors

Meridian Wealth Advisors as of June 30, 2023

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 183 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.0 $41M 93k 445.71
Exxon Mobil Corporation (XOM) 6.9 $28M 265k 107.25
Apple (AAPL) 4.8 $20M 103k 193.97
Microsoft Corporation (MSFT) 4.2 $18M 52k 340.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $14M 32k 443.28
Ishares Gold Tr Ishares New (IAU) 3.4 $14M 390k 36.39
Ishares Tr Msci Usa Min Vol (USMV) 3.2 $13M 175k 74.33
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $10M 63k 162.43
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.1 $8.5M 207k 41.30
Amazon (AMZN) 2.0 $8.5M 65k 130.36
JPMorgan Chase & Co. (JPM) 1.8 $7.4M 51k 145.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $6.6M 14k 478.90
Alphabet Cap Stk Cl A (GOOGL) 1.5 $6.4M 53k 119.70
UnitedHealth (UNH) 1.3 $5.5M 12k 480.62
Visa Com Cl A (V) 1.3 $5.4M 23k 237.48
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $5.3M 24k 220.16
Home Depot (HD) 1.3 $5.3M 17k 310.65
Merck & Co (MRK) 1.3 $5.3M 46k 115.39
Eaton Corp SHS (ETN) 1.3 $5.3M 26k 201.10
Costco Wholesale Corporation (COST) 1.3 $5.2M 9.6k 538.36
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $4.7M 39k 122.58
O'reilly Automotive (ORLY) 1.1 $4.5M 4.7k 955.30
Adobe Systems Incorporated (ADBE) 1.0 $4.2M 8.7k 488.99
Union Pacific Corporation (UNP) 1.0 $4.2M 21k 204.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.0M 86k 46.18
Trane Technologies SHS (TT) 1.0 $3.9M 21k 191.26
salesforce (CRM) 0.9 $3.9M 18k 211.26
Select Sector Spdr Tr Technology (XLK) 0.9 $3.7M 21k 173.86
S&p Global (SPGI) 0.9 $3.6M 9.1k 400.90
Intercontinental Exchange (ICE) 0.8 $3.5M 31k 113.08
Eli Lilly & Co. (LLY) 0.8 $3.4M 7.2k 468.97
Diageo Spon Adr New (DEO) 0.8 $3.4M 20k 173.48
Devon Energy Corporation (DVN) 0.8 $3.3M 68k 48.34
Marathon Petroleum Corp (MPC) 0.8 $3.2M 28k 116.60
Allstate Corporation (ALL) 0.8 $3.2M 29k 109.04
Inhibrx (INBX) 0.8 $3.2M 122k 25.96
Iqvia Holdings (IQV) 0.7 $3.1M 14k 224.77
Comcast Corp Cl A (CMCSA) 0.7 $3.0M 71k 41.55
Fiserv (FI) 0.7 $2.9M 23k 126.15
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $2.9M 79k 36.00
Pioneer Natural Resources (PXD) 0.7 $2.8M 14k 207.18
Air Products & Chemicals (APD) 0.7 $2.8M 9.4k 299.54
Lauder Estee Cos Cl A (EL) 0.7 $2.7M 14k 196.37
Edwards Lifesciences (EW) 0.7 $2.7M 29k 94.33
American Tower Reit (AMT) 0.6 $2.6M 13k 193.94
NVIDIA Corporation (NVDA) 0.6 $2.6M 6.1k 423.02
Johnson & Johnson (JNJ) 0.6 $2.5M 15k 165.52
Pepsi (PEP) 0.6 $2.4M 13k 185.22
Keysight Technologies (KEYS) 0.6 $2.4M 14k 167.45
Steris Shs Usd (STE) 0.5 $2.3M 10k 224.98
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.2M 18k 120.97
Bank of America Corporation (BAC) 0.5 $2.1M 73k 28.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.0M 7.4k 275.17
Amgen (AMGN) 0.4 $1.8M 8.2k 222.02
Procter & Gamble Company (PG) 0.4 $1.7M 11k 151.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.7M 24k 70.48
Wal-Mart Stores (WMT) 0.4 $1.6M 10k 157.19
Honeywell International (HON) 0.4 $1.5M 7.3k 207.49
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.4M 8.0k 178.27
Lowe's Companies (LOW) 0.3 $1.4M 6.2k 225.70
Lockheed Martin Corporation (LMT) 0.3 $1.4M 3.0k 460.42
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.4M 94k 14.75
McDonald's Corporation (MCD) 0.3 $1.4M 4.6k 298.38
Sitio Royalties Corp Class A Com (STR) 0.3 $1.4M 52k 26.27
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.3M 5.2k 244.82
Cisco Systems (CSCO) 0.3 $1.3M 25k 51.74
Broadcom (AVGO) 0.3 $1.3M 1.5k 867.42
Raymond James Financial (RJF) 0.3 $1.3M 12k 103.77
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.2M 16k 75.62
Coca-Cola Company (KO) 0.3 $1.2M 20k 60.22
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 2.9k 393.30
Enterprise Products Partners (EPD) 0.3 $1.1M 43k 26.35
Chevron Corporation (CVX) 0.3 $1.1M 7.1k 157.36
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.1M 9.8k 108.87
Nike CL B (NKE) 0.3 $1.0M 9.4k 110.37
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.0M 31k 32.94
Advanced Micro Devices (AMD) 0.2 $984k 8.6k 113.91
Analog Devices (ADI) 0.2 $972k 5.0k 194.81
Raytheon Technologies Corp (RTX) 0.2 $911k 9.3k 97.96
Chubb (CB) 0.2 $885k 4.6k 192.58
Motorola Solutions Com New (MSI) 0.2 $862k 2.9k 293.25
Thermo Fisher Scientific (TMO) 0.2 $842k 1.6k 521.75
BlackRock (BLK) 0.2 $832k 1.2k 690.93
Pfizer (PFE) 0.2 $831k 23k 36.68
Abbott Laboratories (ABT) 0.2 $825k 7.6k 109.02
International Business Machines (IBM) 0.2 $796k 6.0k 133.80
Mondelez Intl Cl A (MDLZ) 0.2 $793k 11k 72.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $780k 16k 47.42
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $775k 61k 12.70
Ishares Tr Rus 1000 Etf (IWB) 0.2 $766k 3.1k 243.74
Qualcomm (QCOM) 0.2 $761k 6.4k 119.04
Danaher Corporation (DHR) 0.2 $740k 3.1k 240.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $727k 1.8k 407.34
Vanguard Index Fds Growth Etf (VUG) 0.2 $666k 2.4k 282.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $643k 4.8k 132.73
Texas Instruments Incorporated (TXN) 0.2 $638k 3.5k 180.02
United Parcel Service CL B (UPS) 0.1 $604k 3.4k 179.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $601k 1.6k 369.50
Automatic Data Processing (ADP) 0.1 $597k 2.7k 219.79
Meta Platforms Cl A (META) 0.1 $567k 2.0k 286.98
Medtronic SHS (MDT) 0.1 $567k 6.4k 88.10
Vanguard Index Fds Large Cap Etf (VV) 0.1 $558k 2.8k 202.72
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $552k 5.1k 107.32
Cme (CME) 0.1 $542k 2.9k 185.27
Select Sector Spdr Tr Financial (XLF) 0.1 $530k 16k 33.71
Illinois Tool Works (ITW) 0.1 $529k 2.1k 250.16
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $503k 3.0k 169.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $500k 2.3k 220.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $497k 4.8k 102.93
At&t (T) 0.1 $495k 31k 15.95
Blackstone Group Inc Com Cl A (BX) 0.1 $489k 5.3k 92.97
Accenture Plc Ireland Shs Class A (ACN) 0.1 $473k 1.5k 308.57
American Express Company (AXP) 0.1 $470k 2.7k 174.20
TJX Companies (TJX) 0.1 $458k 5.4k 84.79
Verizon Communications (VZ) 0.1 $458k 12k 37.19
CVS Caremark Corporation (CVS) 0.1 $435k 6.3k 69.13
Palo Alto Networks (PANW) 0.1 $410k 1.6k 255.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $405k 2.7k 149.64
Unilever Spon Adr New (UL) 0.1 $404k 7.8k 52.13
Vanguard Index Fds Value Etf (VTV) 0.1 $404k 2.8k 142.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $401k 22k 18.40
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $400k 4.0k 101.29
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $398k 4.1k 97.64
Oracle Corporation (ORCL) 0.1 $396k 3.3k 119.09
Zoetis Cl A (ZTS) 0.1 $394k 2.3k 172.21
Republic Services (RSG) 0.1 $392k 2.6k 153.17
Vanguard World Mega Cap Index (MGC) 0.1 $389k 2.5k 156.46
Vanguard World Fds Industrial Etf (VIS) 0.1 $387k 1.9k 205.56
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $383k 6.1k 62.32
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $380k 860.00 442.35
Starwood Property Trust (STWD) 0.1 $376k 19k 19.40
Ishares Tr Russell 2000 Etf (IWM) 0.1 $366k 2.0k 187.23
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $350k 16k 22.55
Bristol Myers Squibb (BMY) 0.1 $349k 5.5k 63.95
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $348k 12k 30.11
Dollar General (DG) 0.1 $338k 2.0k 169.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $334k 2.1k 157.83
Tesla Motors (TSLA) 0.1 $332k 1.3k 261.77
Waste Management (WM) 0.1 $321k 1.9k 173.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $318k 3.2k 100.92
Marsh & McLennan Companies (MMC) 0.1 $307k 1.6k 188.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $306k 4.1k 74.17
Servicenow (NOW) 0.1 $304k 540.00 561.97
Kla Corp Com New (KLAC) 0.1 $303k 625.00 485.02
EOG Resources (EOG) 0.1 $297k 2.6k 114.44
Constellation Brands Cl A (STZ) 0.1 $297k 1.2k 246.13
Crown Castle Intl (CCI) 0.1 $293k 2.6k 113.94
PNC Financial Services (PNC) 0.1 $293k 2.3k 125.95
Nextera Energy (NEE) 0.1 $287k 3.9k 74.20
ConocoPhillips (COP) 0.1 $281k 2.7k 103.61
Prologis (PLD) 0.1 $277k 2.3k 122.65
MercadoLibre (MELI) 0.1 $275k 232.00 1184.60
Novartis Sponsored Adr (NVS) 0.1 $264k 2.6k 100.91
Nxp Semiconductors N V (NXPI) 0.1 $260k 1.3k 204.68
CSX Corporation (CSX) 0.1 $256k 7.5k 34.10
Diamondback Energy (FANG) 0.1 $254k 1.9k 131.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $254k 3.5k 72.62
Kimberly-Clark Corporation (KMB) 0.1 $250k 1.8k 138.06
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $249k 16k 15.97
SM Energy (SM) 0.1 $244k 7.7k 31.63
Caterpillar (CAT) 0.1 $244k 992.00 246.05
Intel Corporation (INTC) 0.1 $244k 7.3k 33.44
Becton, Dickinson and (BDX) 0.1 $238k 902.00 264.01
Block Cl A (SQ) 0.1 $237k 3.6k 66.57
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $229k 3.4k 67.50
Equinix (EQIX) 0.1 $227k 289.00 783.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $226k 2.3k 99.66
Yum! Brands (YUM) 0.1 $226k 1.6k 138.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $220k 1.1k 205.77
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $217k 5.3k 41.35
Invitation Homes (INVH) 0.1 $215k 6.3k 34.40
Aon Shs Cl A (AON) 0.1 $209k 604.00 345.20
Canadian Natl Ry (CNI) 0.0 $206k 1.7k 121.07
Target Corporation (TGT) 0.0 $204k 1.5k 131.88
Johnson Ctls Intl SHS (JCI) 0.0 $203k 3.0k 68.14
Abbvie (ABBV) 0.0 $201k 1.5k 134.73
Liberty Energy Com Cl A (LBRT) 0.0 $198k 15k 13.37
Invesco SHS (IVZ) 0.0 $182k 11k 16.81
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $142k 18k 7.92
Propetro Hldg (PUMP) 0.0 $82k 10k 8.24
Reservoir Media (RSVR) 0.0 $60k 10k 6.02
Bgc Partners Cl A 0.0 $49k 11k 4.43
Tff Pharmaceuticals 0.0 $5.4k 12k 0.47