Meridian Wealth Advisors as of Dec. 31, 2024
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.3 | $62M | 106k | 588.68 | |
| Atlas Energy Solutions Com New (AESI) | 9.8 | $59M | 2.7M | 22.18 | |
| Exxon Mobil Corporation (XOM) | 5.5 | $34M | 312k | 107.57 | |
| Apple (AAPL) | 4.0 | $24M | 98k | 250.42 | |
| Ishares Gold Tr Ishares New (IAU) | 3.9 | $23M | 473k | 49.51 | |
| Microsoft Corporation (MSFT) | 3.8 | $23M | 55k | 421.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $20M | 34k | 586.08 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $14M | 57k | 239.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $12M | 63k | 195.83 | |
| Amazon (AMZN) | 2.0 | $12M | 55k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $11M | 59k | 189.30 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.8 | $11M | 206k | 53.44 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $11M | 122k | 88.79 | |
| Costco Wholesale Corporation (COST) | 1.6 | $9.8M | 11k | 916.24 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $9.0M | 34k | 264.13 | |
| Eaton Corp SHS (ETN) | 1.5 | $9.0M | 27k | 331.87 | |
| Visa Com Cl A (V) | 1.4 | $8.3M | 26k | 316.04 | |
| Trane Technologies SHS (TT) | 1.4 | $8.3M | 22k | 369.35 | |
| NVIDIA Corporation (NVDA) | 1.3 | $7.8M | 58k | 134.29 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $7.3M | 13k | 569.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $6.8M | 15k | 453.28 | |
| UnitedHealth (UNH) | 1.1 | $6.7M | 13k | 505.86 | |
| salesforce (CRM) | 1.1 | $6.6M | 20k | 334.33 | |
| Home Depot (HD) | 1.1 | $6.5M | 17k | 389.00 | |
| Allstate Corporation (ALL) | 1.1 | $6.5M | 34k | 192.79 | |
| S&p Global (SPGI) | 0.9 | $5.7M | 12k | 498.04 | |
| Intercontinental Exchange (ICE) | 0.9 | $5.7M | 38k | 149.01 | |
| O'reilly Automotive (ORLY) | 0.9 | $5.6M | 4.8k | 1185.80 | |
| Union Pacific Corporation (UNP) | 0.9 | $5.5M | 24k | 228.04 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $5.3M | 112k | 47.82 | |
| Fiserv (FI) | 0.9 | $5.3M | 26k | 205.42 | |
| Eli Lilly & Co. (LLY) | 0.9 | $5.3M | 6.9k | 771.95 | |
| Meta Platforms Cl A (META) | 0.9 | $5.2M | 8.9k | 585.51 | |
| Merck & Co (MRK) | 0.8 | $5.0M | 51k | 99.48 | |
| Procter & Gamble Company (PG) | 0.8 | $4.9M | 29k | 167.65 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $4.6M | 20k | 232.52 | |
| Chipotle Mexican Grill (CMG) | 0.7 | $4.3M | 71k | 60.30 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $4.2M | 9.5k | 444.68 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $4.0M | 7.4k | 538.79 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $3.9M | 30k | 132.10 | |
| Air Products & Chemicals (APD) | 0.6 | $3.8M | 13k | 290.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.7M | 20k | 190.44 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $3.5M | 25k | 139.50 | |
| Advanced Micro Devices (AMD) | 0.6 | $3.4M | 28k | 120.79 | |
| Broadcom (AVGO) | 0.5 | $3.1M | 14k | 231.83 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $2.9M | 14k | 207.85 | |
| Iqvia Holdings (IQV) | 0.5 | $2.9M | 15k | 196.51 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.8M | 7.1k | 401.58 | |
| Steris Shs Usd (STE) | 0.5 | $2.8M | 14k | 205.56 | |
| Coca-Cola Company (KO) | 0.4 | $2.7M | 43k | 62.26 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $2.6M | 63k | 40.48 | |
| Wal-Mart Stores (WMT) | 0.4 | $2.5M | 28k | 90.35 | |
| Realty Income (O) | 0.4 | $2.5M | 46k | 53.41 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.4M | 24k | 101.53 | |
| Amgen (AMGN) | 0.4 | $2.1M | 8.2k | 260.63 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.8M | 20k | 89.33 | |
| Honeywell International (HON) | 0.3 | $1.7M | 7.7k | 225.90 | |
| Pepsi (PEP) | 0.3 | $1.7M | 11k | 152.06 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.7M | 97k | 17.71 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.7M | 12k | 144.62 | |
| Raymond James Financial (RJF) | 0.3 | $1.6M | 10k | 155.33 | |
| Lowe's Companies (LOW) | 0.3 | $1.6M | 6.4k | 246.81 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | 2.9k | 526.57 | |
| International Business Machines (IBM) | 0.2 | $1.5M | 6.7k | 219.82 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.5M | 9.2k | 159.52 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 5.0k | 289.84 | |
| Chevron Corporation (CVX) | 0.2 | $1.4M | 9.7k | 144.84 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | 5.4k | 253.70 | |
| Analog Devices (ADI) | 0.2 | $1.4M | 6.4k | 212.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | 5.5k | 242.13 | |
| McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.5k | 289.88 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | 66k | 19.59 | |
| Enterprise Products Partners (EPD) | 0.2 | $1.3M | 41k | 31.36 | |
| Motorola Solutions Com New (MSI) | 0.2 | $1.3M | 2.7k | 462.26 | |
| Blackrock (BLK) | 0.2 | $1.2M | 1.1k | 1025.06 | |
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 36.89 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | 2.2k | 485.98 | |
| Pfizer (PFE) | 0.2 | $1.0M | 40k | 26.53 | |
| Chubb (CB) | 0.2 | $1.0M | 3.8k | 276.28 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.0M | 3.2k | 322.16 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $940k | 1.8k | 511.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $903k | 5.2k | 172.42 | |
| Qualcomm (QCOM) | 0.1 | $880k | 5.7k | 153.62 | |
| Abbott Laboratories (ABT) | 0.1 | $878k | 7.8k | 113.11 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $861k | 1.7k | 520.27 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $827k | 2.0k | 410.44 | |
| American Tower Reit (AMT) | 0.1 | $815k | 4.4k | 183.41 | |
| At&t (T) | 0.1 | $775k | 34k | 22.77 | |
| Automatic Data Processing (ADP) | 0.1 | $765k | 2.6k | 292.73 | |
| Palo Alto Networks (PANW) | 0.1 | $758k | 4.2k | 181.96 | |
| American Express Company (AXP) | 0.1 | $744k | 2.5k | 296.79 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $742k | 2.8k | 269.70 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $736k | 6.4k | 115.21 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $722k | 19k | 37.53 | |
| Danaher Corporation (DHR) | 0.1 | $706k | 3.1k | 229.55 | |
| TJX Companies (TJX) | 0.1 | $704k | 5.8k | 120.81 | |
| Cisco Systems (CSCO) | 0.1 | $686k | 12k | 59.20 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $684k | 5.9k | 115.73 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $648k | 3.7k | 175.23 | |
| Nike CL B (NKE) | 0.1 | $645k | 8.5k | 75.67 | |
| Cme (CME) | 0.1 | $642k | 2.8k | 232.26 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $634k | 4.6k | 137.57 | |
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $633k | 4.8k | 131.76 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $625k | 3.2k | 197.50 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $608k | 13k | 48.33 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $587k | 3.1k | 187.52 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $583k | 2.6k | 224.35 | |
| Servicenow (NOW) | 0.1 | $573k | 540.00 | 1060.12 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $564k | 2.2k | 253.75 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $561k | 4.0k | 139.35 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $546k | 28k | 19.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $545k | 1.5k | 351.74 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $537k | 2.9k | 185.13 | |
| Oracle Corporation (ORCL) | 0.1 | $535k | 3.2k | 166.64 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $529k | 2.5k | 212.66 | |
| Illinois Tool Works (ITW) | 0.1 | $526k | 2.1k | 253.56 | |
| Republic Services (RSG) | 0.1 | $519k | 2.6k | 201.18 | |
| Kimbell Rty Partners Unit (KRP) | 0.1 | $493k | 30k | 16.23 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $481k | 2.8k | 169.32 | |
| PNC Financial Services (PNC) | 0.1 | $477k | 2.5k | 192.81 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $469k | 17k | 27.32 | |
| Sitio Royalties Corp Class A Com (STR) | 0.1 | $468k | 24k | 19.18 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $444k | 1.7k | 254.32 | |
| Oneok (OKE) | 0.1 | $435k | 4.3k | 100.40 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $427k | 10k | 41.26 | |
| Tesla Motors (TSLA) | 0.1 | $413k | 1.0k | 403.84 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $403k | 12k | 33.91 | |
| Equinix (EQIX) | 0.1 | $399k | 423.00 | 942.01 | |
| MercadoLibre (MELI) | 0.1 | $395k | 232.00 | 1700.44 | |
| Caterpillar (CAT) | 0.1 | $385k | 1.1k | 362.92 | |
| Inhibrx Biosciences (INBX) | 0.1 | $385k | 25k | 15.40 | |
| Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $380k | 10k | 38.08 | |
| Verizon Communications (VZ) | 0.1 | $376k | 9.4k | 39.99 | |
| Zoetis Cl A (ZTS) | 0.1 | $373k | 2.3k | 162.93 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $372k | 6.2k | 59.73 | |
| Nextera Energy (NEE) | 0.1 | $360k | 5.0k | 71.70 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $349k | 1.6k | 212.39 | |
| Waste Management (WM) | 0.1 | $345k | 1.7k | 201.78 | |
| Goldman Sachs (GS) | 0.1 | $339k | 591.00 | 573.09 | |
| Bank of America Corporation (BAC) | 0.1 | $334k | 7.6k | 43.95 | |
| Kla Corp Com New (KLAC) | 0.1 | $328k | 520.00 | 630.12 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $321k | 14k | 23.07 | |
| Devon Energy Corporation (DVN) | 0.1 | $310k | 9.5k | 32.73 | |
| AutoZone (AZO) | 0.1 | $304k | 95.00 | 3202.00 | |
| ConocoPhillips (COP) | 0.0 | $300k | 3.0k | 99.16 | |
| Medtronic SHS (MDT) | 0.0 | $297k | 3.7k | 79.88 | |
| Ares Capital Corporation (ARCC) | 0.0 | $296k | 14k | 21.89 | |
| Liberty Energy Com Cl A (LBRT) | 0.0 | $294k | 15k | 19.89 | |
| Public Service Enterprise (PEG) | 0.0 | $283k | 3.3k | 84.49 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $281k | 3.6k | 78.61 | |
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $278k | 10k | 27.76 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.0 | $273k | 2.0k | 138.25 | |
| Williams Companies (WMB) | 0.0 | $271k | 5.0k | 54.12 | |
| Starwood Property Trust (STWD) | 0.0 | $263k | 14k | 18.95 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $261k | 3.8k | 68.94 | |
| United Parcel Service CL B (UPS) | 0.0 | $256k | 2.0k | 126.10 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $254k | 5.3k | 48.31 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $253k | 2.6k | 97.31 | |
| Abbvie (ABBV) | 0.0 | $246k | 1.4k | 177.68 | |
| Block Cl A (XYZ) | 0.0 | $243k | 2.9k | 84.99 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $240k | 3.4k | 70.71 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $235k | 378.00 | 622.50 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $234k | 1.8k | 131.04 | |
| Fidelity National Information Services (FIS) | 0.0 | $232k | 2.9k | 80.77 | |
| Diamondback Energy (FANG) | 0.0 | $229k | 1.4k | 163.83 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $228k | 20k | 11.38 | |
| Park National Corporation (PRK) | 0.0 | $225k | 1.3k | 171.43 | |
| Emerson Electric (EMR) | 0.0 | $223k | 1.8k | 123.91 | |
| Applied Materials (AMAT) | 0.0 | $210k | 1.3k | 162.63 | |
| Viper Energy Cl A | 0.0 | $209k | 4.3k | 49.07 | |
| Phillips 66 (PSX) | 0.0 | $200k | 1.8k | 113.95 | |
| Invesco SHS (IVZ) | 0.0 | $189k | 11k | 17.48 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $147k | 18k | 8.17 | |
| Reservoir Media (RSVR) | 0.0 | $136k | 15k | 9.05 | |
| Propetro Hldg (PUMP) | 0.0 | $93k | 10k | 9.33 |
