Meridian Wealth Advisors

Meridian Wealth Advisors as of June 30, 2024

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 175 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Atlas Energy Solutions Com New (AESI) 9.5 $53M 2.7M 19.93
Ishares Tr Core S&p500 Etf (IVV) 9.2 $52M 94k 547.23
Exxon Mobil Corporation (XOM) 6.5 $36M 316k 115.12
Microsoft Corporation (MSFT) 4.3 $24M 54k 446.95
Apple (AAPL) 3.7 $21M 100k 210.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $18M 33k 544.22
Ishares Gold Tr Ishares New (IAU) 3.1 $18M 402k 43.93
Amazon (AMZN) 2.4 $14M 70k 193.25
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $12M 67k 182.55
Ishares Tr Msci Usa Min Vol (USMV) 2.0 $11M 136k 83.96
JPMorgan Chase & Co. (JPM) 2.0 $11M 56k 202.26
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.8 $10M 206k 49.76
Alphabet Cap Stk Cl A (GOOGL) 1.8 $9.9M 54k 182.15
Costco Wholesale Corporation (COST) 1.7 $9.3M 11k 850.00
Eaton Corp SHS (ETN) 1.6 $8.8M 28k 313.55
Trane Technologies SHS (TT) 1.4 $7.6M 23k 328.92
NVIDIA Corporation (NVDA) 1.3 $7.2M 58k 123.54
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $6.8M 13k 535.06
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $6.8M 28k 242.10
Merck & Co (MRK) 1.2 $6.7M 54k 123.80
UnitedHealth (UNH) 1.2 $6.7M 13k 509.26
Visa Com Cl A (V) 1.2 $6.6M 25k 262.47
Home Depot (HD) 1.1 $6.3M 18k 344.25
Eli Lilly & Co. (LLY) 1.1 $6.2M 6.9k 905.38
O'reilly Automotive (ORLY) 1.0 $5.7M 5.4k 1056.06
Union Pacific Corporation (UNP) 1.0 $5.4M 24k 226.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.4M 109k 49.42
Adobe Systems Incorporated (ADBE) 0.9 $5.2M 9.4k 555.54
Allstate Corporation (ALL) 0.9 $5.1M 32k 159.66
Marathon Petroleum Corp (MPC) 0.9 $5.1M 29k 173.48
Intercontinental Exchange (ICE) 0.9 $5.1M 37k 136.89
salesforce (CRM) 0.9 $5.0M 19k 257.10
S&p Global (SPGI) 0.9 $4.9M 11k 446.01
Select Sector Spdr Tr Technology (XLK) 0.9 $4.8M 21k 226.23
Advanced Micro Devices (AMD) 0.7 $4.1M 26k 162.21
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $4.1M 32k 127.18
Devon Energy Corporation (DVN) 0.7 $3.9M 83k 47.40
Fiserv (FI) 0.7 $3.8M 26k 149.04
Iqvia Holdings (IQV) 0.6 $3.4M 16k 211.44
Comcast Corp Cl A (CMCSA) 0.6 $3.3M 85k 39.16
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.2M 18k 183.42
American Tower Reit (AMT) 0.6 $3.1M 16k 194.38
Steris Shs Usd (STE) 0.5 $3.0M 14k 219.53
Bank of America Corporation (BAC) 0.5 $3.0M 76k 39.77
Air Products & Chemicals (APD) 0.5 $3.0M 12k 258.06
Diageo Spon Adr New (DEO) 0.5 $3.0M 24k 126.08
Edwards Lifesciences (EW) 0.5 $2.9M 32k 92.37
Coca-Cola Company (KO) 0.5 $2.8M 43k 63.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.7M 7.3k 364.51
Amgen (AMGN) 0.4 $2.5M 8.0k 312.45
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $2.5M 64k 38.70
Broadcom (AVGO) 0.4 $2.2M 1.4k 1605.45
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.2M 24k 92.54
Johnson & Johnson (JNJ) 0.4 $2.1M 15k 146.16
Procter & Gamble Company (PG) 0.4 $2.1M 13k 164.92
Pepsi (PEP) 0.4 $2.1M 13k 164.93
Wal-Mart Stores (WMT) 0.4 $2.0M 30k 67.71
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.6M 97k 16.84
Raymond James Financial (RJF) 0.3 $1.6M 13k 123.61
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.5M 19k 81.97
Lauder Estee Cos Cl A (EL) 0.3 $1.5M 14k 106.40
Enterprise Products Partners (EPD) 0.3 $1.5M 53k 28.98
Honeywell International (HON) 0.3 $1.5M 7.1k 213.53
Vanguard World Health Car Etf (VHT) 0.3 $1.5M 5.5k 266.01
Chevron Corporation (CVX) 0.3 $1.5M 9.3k 156.42
Lowe's Companies (LOW) 0.3 $1.4M 6.4k 220.46
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.4M 9.2k 150.50
Mastercard Incorporated Cl A (MA) 0.2 $1.3M 2.9k 441.16
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 5.9k 215.01
Qualcomm (QCOM) 0.2 $1.2M 6.1k 199.18
Sitio Royalties Corp Class A Com (STR) 0.2 $1.2M 51k 23.61
Chubb (CB) 0.2 $1.2M 4.7k 255.06
International Business Machines (IBM) 0.2 $1.2M 6.9k 172.95
McDonald's Corporation (MCD) 0.2 $1.2M 4.5k 254.86
Analog Devices (ADI) 0.2 $1.1M 5.0k 228.26
Pfizer (PFE) 0.2 $1.1M 39k 27.98
Motorola Solutions Com New (MSI) 0.2 $1.1M 2.8k 386.08
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.1M 31k 34.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 4.0k 267.53
Meta Platforms Cl A (META) 0.2 $1.1M 2.1k 504.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 2.1k 500.16
Cisco Systems (CSCO) 0.2 $1.0M 22k 47.51
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $990k 61k 16.22
Ishares Tr Rus 1000 Etf (IWB) 0.2 $935k 3.1k 297.54
Thermo Fisher Scientific (TMO) 0.2 $919k 1.7k 553.02
Lockheed Martin Corporation (LMT) 0.2 $917k 2.0k 467.20
BlackRock 0.2 $903k 1.1k 787.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $879k 1.8k 479.05
Abbott Laboratories (ABT) 0.1 $791k 7.6k 103.91
Danaher Corporation (DHR) 0.1 $770k 3.1k 249.85
Vanguard Index Fds Growth Etf (VUG) 0.1 $754k 2.0k 374.01
Nike CL B (NKE) 0.1 $691k 9.2k 75.37
Vanguard Index Fds Large Cap Etf (VV) 0.1 $687k 2.8k 249.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $671k 4.6k 145.75
At&t (T) 0.1 $651k 34k 19.11
Blackstone Group Inc Com Cl A (BX) 0.1 $648k 5.2k 123.80
Automatic Data Processing (ADP) 0.1 $634k 2.7k 238.69
Palo Alto Networks (PANW) 0.1 $619k 1.8k 339.01
Texas Instruments Incorporated (TXN) 0.1 $604k 3.1k 194.53
American Express Company (AXP) 0.1 $600k 2.6k 231.55
Select Sector Spdr Tr Indl (XLI) 0.1 $597k 4.9k 121.87
Select Sector Spdr Tr Financial (XLF) 0.1 $596k 15k 41.11
Raytheon Technologies Corp (RTX) 0.1 $573k 5.7k 100.39
Mondelez Intl Cl A (MDLZ) 0.1 $567k 8.7k 65.44
TJX Companies (TJX) 0.1 $551k 5.0k 110.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $550k 3.2k 173.81
Cme (CME) 0.1 $544k 2.8k 196.58
Kimbell Rty Partners Unit (KRP) 0.1 $524k 32k 16.36
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $520k 4.1k 127.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $500k 2.7k 182.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $499k 2.2k 229.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $493k 3.0k 164.28
Illinois Tool Works (ITW) 0.1 $492k 2.1k 236.96
Vanguard World Mega Cap Index (MGC) 0.1 $491k 2.5k 197.29
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $484k 4.0k 122.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $484k 2.8k 174.48
Accenture Plc Ireland Shs Class A (ACN) 0.1 $476k 1.6k 303.40
Republic Services (RSG) 0.1 $463k 2.4k 194.34
Diamondback Energy (FANG) 0.1 $457k 2.3k 200.19
Vanguard Index Fds Value Etf (VTV) 0.1 $456k 2.8k 160.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $445k 5.7k 77.76
Vanguard World Industrial Etf (VIS) 0.1 $440k 1.9k 235.25
Kla Corp Com New (KLAC) 0.1 $429k 520.00 824.51
Servicenow (NOW) 0.1 $425k 540.00 786.67
Oracle Corporation (ORCL) 0.1 $403k 2.9k 141.20
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $398k 12k 33.93
Zoetis Cl A (ZTS) 0.1 $397k 2.3k 173.36
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $396k 10k 39.05
Waste Management (WM) 0.1 $394k 1.8k 213.33
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $386k 10k 37.26
MercadoLibre (MELI) 0.1 $381k 232.00 1643.40
Oneok (OKE) 0.1 $375k 4.6k 81.55
Verizon Communications (VZ) 0.1 $370k 9.0k 41.24
Medtronic SHS (MDT) 0.1 $367k 4.7k 78.71
PNC Financial Services (PNC) 0.1 $356k 2.3k 155.48
Marsh & McLennan Companies (MMC) 0.1 $347k 1.6k 210.70
Nxp Semiconductors N V (NXPI) 0.1 $342k 1.3k 269.09
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $336k 3.7k 91.77
SM Energy (SM) 0.1 $334k 7.7k 43.23
Nextera Energy (NEE) 0.1 $326k 4.6k 70.81
Caterpillar (CAT) 0.1 $319k 959.00 333.10
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $319k 14k 22.91
ConocoPhillips (COP) 0.1 $314k 2.7k 114.38
Applied Materials (AMAT) 0.1 $312k 1.3k 236.02
Liberty Energy Com Cl A (LBRT) 0.1 $309k 15k 20.89
United Parcel Service CL B (UPS) 0.1 $296k 2.2k 136.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $292k 3.8k 76.58
Starwood Property Trust (STWD) 0.1 $292k 15k 18.94
CVS Caremark Corporation (CVS) 0.1 $288k 4.9k 59.06
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $287k 17k 17.36
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $282k 21k 13.32
Novartis Sponsored Adr (NVS) 0.0 $277k 2.6k 106.46
Abbvie (ABBV) 0.0 $270k 1.6k 171.52
Sprott Etf Trust Gold Miners Etf (SGDM) 0.0 $267k 10k 26.67
CSX Corporation (CSX) 0.0 $251k 7.5k 33.45
Kimberly-Clark Corporation (KMB) 0.0 $247k 1.8k 138.20
Public Service Enterprise (PEG) 0.0 $247k 3.3k 73.70
EOG Resources (EOG) 0.0 $245k 1.9k 125.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $242k 3.8k 64.00
Tesla Motors (TSLA) 0.0 $240k 1.2k 197.88
AutoZone (AZO) 0.0 $237k 80.00 2964.10
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $235k 3.4k 69.36
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $233k 5.3k 44.43
Block Cl A (XYZ) 0.0 $228k 3.5k 64.49
Equinix (EQIX) 0.0 $219k 289.00 756.60
Vanguard World Inf Tech Etf (VGT) 0.0 $218k 378.00 577.24
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $217k 2.0k 106.65
Ribbon Communication (RBBN) 0.0 $213k 65k 3.29
Williams Companies (WMB) 0.0 $213k 5.0k 42.50
Canadian Natl Ry (CNI) 0.0 $201k 1.7k 118.13
Invesco SHS (IVZ) 0.0 $162k 11k 14.96
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $152k 18k 8.45
Bgc Group Cl A (BGC) 0.0 $92k 11k 8.30
Propetro Hldg (PUMP) 0.0 $87k 10k 8.67
Reservoir Media (RSVR) 0.0 $79k 10k 7.90