Meridian Wealth Advisors

Meridian Wealth Advisors as of March 31, 2025

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 170 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.7 $63M 112k 561.90
Atlas Energy Solutions Com New (AESI) 8.0 $47M 2.6M 17.84
Exxon Mobil Corporation (XOM) 6.2 $36M 306k 118.93
Ishares Gold Tr Ishares New (IAU) 5.1 $30M 510k 58.96
Apple (AAPL) 3.6 $21M 96k 222.13
Microsoft Corporation (MSFT) 3.6 $21M 56k 375.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $19M 34k 559.39
JPMorgan Chase & Co. (JPM) 2.4 $14M 57k 245.30
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $12M 62k 193.99
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $11M 122k 93.66
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.8 $11M 206k 51.45
Amazon (AMZN) 1.8 $10M 54k 190.26
Costco Wholesale Corporation (COST) 1.7 $10M 11k 945.76
NVIDIA Corporation (NVDA) 1.6 $9.5M 88k 108.38
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $9.5M 37k 258.62
Visa Com Cl A (V) 1.6 $9.3M 27k 350.46
Alphabet Cap Stk Cl A (GOOGL) 1.6 $9.2M 60k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $7.9M 15k 532.58
Trane Technologies SHS (TT) 1.3 $7.6M 23k 336.92
Eaton Corp SHS (ETN) 1.3 $7.4M 27k 271.83
Allstate Corporation (ALL) 1.2 $7.0M 34k 207.07
O'reilly Automotive (ORLY) 1.2 $6.8M 4.8k 1432.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $6.8M 13k 533.50
UnitedHealth (UNH) 1.1 $6.8M 13k 523.75
Wal-Mart Stores (WMT) 1.1 $6.6M 76k 87.79
Home Depot (HD) 1.1 $6.2M 17k 366.48
S&p Global (SPGI) 1.0 $5.9M 12k 508.11
Fiserv (FI) 1.0 $5.9M 27k 220.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.9M 116k 50.83
Union Pacific Corporation (UNP) 1.0 $5.9M 25k 236.24
Meta Platforms Cl A (META) 1.0 $5.7M 10k 576.37
salesforce (CRM) 0.9 $5.3M 20k 268.36
Eli Lilly & Co. (LLY) 0.9 $5.3M 6.4k 825.91
Merck & Co (MRK) 0.8 $4.8M 54k 89.76
McKesson Corporation (MCK) 0.8 $4.6M 6.8k 673.00
Realty Income (O) 0.7 $4.4M 75k 58.01
Select Sector Spdr Tr Technology (XLK) 0.7 $4.1M 20k 206.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $4.0M 29k 135.68
Nxp Semiconductors N V (NXPI) 0.7 $3.9M 21k 190.06
Air Products & Chemicals (APD) 0.7 $3.9M 13k 294.92
Adobe Systems Incorporated (ADBE) 0.6 $3.8M 9.9k 383.53
Advanced Micro Devices (AMD) 0.6 $3.5M 35k 102.74
Marathon Petroleum Corp (MPC) 0.6 $3.5M 24k 145.69
Chipotle Mexican Grill (CMG) 0.6 $3.4M 68k 50.21
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.0M 19k 156.23
Iqvia Holdings (IQV) 0.5 $2.9M 17k 176.30
Coca-Cola Company (KO) 0.5 $2.8M 39k 71.62
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.5 $2.7M 66k 40.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.6M 7.1k 361.11
Amgen (AMGN) 0.4 $2.5M 8.2k 311.54
International Business Machines (IBM) 0.4 $2.4M 9.6k 248.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.2M 24k 92.83
Broadcom (AVGO) 0.4 $2.2M 13k 167.43
Johnson & Johnson (JNJ) 0.3 $1.8M 11k 165.84
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.7M 5.8k 288.14
Chevron Corporation (CVX) 0.3 $1.6M 9.8k 167.29
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.6M 98k 16.18
Honeywell International (HON) 0.3 $1.6M 7.4k 211.76
Mastercard Incorporated Cl A (MA) 0.3 $1.6M 2.8k 548.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.5M 3.0k 513.86
Lowe's Companies (LOW) 0.3 $1.5M 6.4k 233.25
Pepsi (PEP) 0.3 $1.5M 9.8k 149.94
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.4M 18k 80.65
Enterprise Products Partners (EPD) 0.2 $1.4M 41k 34.14
Raymond James Financial (RJF) 0.2 $1.4M 10k 138.91
Vanguard World Health Car Etf (VHT) 0.2 $1.4M 5.2k 264.74
McDonald's Corporation (MCD) 0.2 $1.4M 4.4k 312.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.3M 4.8k 274.83
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.3M 70k 18.59
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.3M 9.1k 140.44
Analog Devices (ADI) 0.2 $1.2M 6.0k 201.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 2.5k 468.96
Chubb (CB) 0.2 $1.1M 3.7k 301.96
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.1M 31k 34.60
Motorola Solutions Com New (MSI) 0.2 $1.1M 2.4k 437.75
Abbott Laboratories (ABT) 0.2 $1.0M 7.8k 132.65
Blackrock (BLK) 0.2 $1.0M 1.1k 946.55
Pfizer (PFE) 0.2 $984k 39k 25.34
Lockheed Martin Corporation (LMT) 0.2 $970k 2.2k 446.78
Ishares Tr Rus 1000 Etf (IWB) 0.2 $967k 3.2k 306.74
At&t (T) 0.2 $963k 34k 28.28
Qualcomm (QCOM) 0.2 $886k 5.8k 153.61
Procter & Gamble Company (PG) 0.1 $877k 5.1k 170.43
Automatic Data Processing (ADP) 0.1 $797k 2.6k 305.53
Blackstone Group Inc Com Cl A (BX) 0.1 $774k 5.5k 139.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $748k 2.0k 370.82
Cisco Systems (CSCO) 0.1 $716k 12k 61.71
TJX Companies (TJX) 0.1 $710k 5.8k 121.80
Palo Alto Networks (PANW) 0.1 $709k 4.2k 170.64
Vanguard Index Fds Large Cap Etf (VV) 0.1 $707k 2.8k 257.03
Raytheon Technologies Corp (RTX) 0.1 $697k 5.3k 132.45
Thermo Fisher Scientific (TMO) 0.1 $694k 1.4k 497.66
American Express Company (AXP) 0.1 $675k 2.5k 269.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $667k 4.6k 146.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $641k 3.7k 173.23
Danaher Corporation (DHR) 0.1 $630k 3.1k 205.00
Select Sector Spdr Tr Indl (XLI) 0.1 $630k 4.8k 131.07
Cme (CME) 0.1 $629k 2.4k 265.32
Select Sector Spdr Tr Financial (XLF) 0.1 $627k 13k 49.81
Republic Services (RSG) 0.1 $606k 2.5k 242.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $601k 5.7k 104.56
Global X Fds Us Pfd Etf (PFFD) 0.1 $552k 29k 19.04
Texas Instruments Incorporated (TXN) 0.1 $549k 3.1k 179.69
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $546k 12k 45.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $545k 2.9k 188.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $525k 3.2k 166.01
Illinois Tool Works (ITW) 0.1 $515k 2.1k 248.01
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $513k 2.6k 197.46
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $508k 4.0k 127.08
Vanguard World Mega Cap Index (MGC) 0.1 $501k 2.5k 201.38
Vanguard Index Fds Value Etf (VTV) 0.1 $491k 2.8k 172.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $480k 17k 27.96
Comcast Corp Cl A (CMCSA) 0.1 $454k 12k 36.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $454k 1.9k 244.64
MercadoLibre (MELI) 0.1 $453k 232.00 1950.87
Accenture Plc Ireland Shs Class A (ACN) 0.1 $452k 1.4k 312.09
Sitio Royalties Corp Class A Com (STR) 0.1 $451k 23k 19.87
Oracle Corporation (ORCL) 0.1 $449k 3.2k 139.80
PNC Financial Services (PNC) 0.1 $435k 2.5k 175.77
Servicenow (NOW) 0.1 $430k 540.00 796.14
Oneok (OKE) 0.1 $430k 4.3k 99.22
Vanguard World Industrial Etf (VIS) 0.1 $429k 1.7k 247.48
Mondelez Intl Cl A (MDLZ) 0.1 $408k 6.0k 67.85
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $405k 10k 40.65
Marsh & McLennan Companies (MMC) 0.1 $402k 1.6k 243.98
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $396k 10k 38.25
Waste Management (WM) 0.1 $396k 1.7k 231.48
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $379k 10k 37.94
Zoetis Cl A (ZTS) 0.1 $377k 2.3k 164.65
Verizon Communications (VZ) 0.1 $376k 8.3k 45.36
Kimbell Rty Partners Unit (KRP) 0.1 $370k 26k 14.00
AutoZone (AZO) 0.1 $362k 95.00 3812.78
Kla Corp Com New (KLAC) 0.1 $354k 520.00 679.80
Caterpillar (CAT) 0.1 $351k 1.1k 329.79
Inhibrx Biosciences (INBX) 0.1 $350k 25k 13.99
Equinix (EQIX) 0.1 $345k 423.00 816.06
Devon Energy Corporation (DVN) 0.1 $341k 9.1k 37.40
Goldman Sachs (GS) 0.1 $323k 592.00 546.29
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $320k 14k 23.05
Tesla Motors (TSLA) 0.1 $320k 1.2k 259.16
Bank of America Corporation (BAC) 0.1 $313k 7.5k 41.73
Nike CL B (NKE) 0.1 $309k 4.9k 63.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $301k 3.7k 81.67
Ares Capital Corporation (ARCC) 0.1 $299k 14k 22.16
Williams Companies (WMB) 0.1 $299k 5.0k 59.76
ConocoPhillips (COP) 0.0 $294k 2.8k 105.00
Novartis Sponsored Adr (NVS) 0.0 $290k 2.6k 111.48
Abbvie (ABBV) 0.0 $289k 1.4k 209.45
Nextera Energy (NEE) 0.0 $279k 3.9k 70.89
Medtronic SHS (MDT) 0.0 $279k 3.1k 89.86
Starwood Property Trust (STWD) 0.0 $275k 14k 19.77
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $264k 3.4k 77.92
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $264k 5.3k 50.23
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $260k 2.0k 131.40
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $249k 3.8k 65.76
Intercontinental Exchange (ICE) 0.0 $249k 1.4k 172.48
Liberty Energy Com Cl A (LBRT) 0.0 $234k 15k 15.83
Kimberly-Clark Corporation (KMB) 0.0 $231k 1.6k 142.22
Gilead Sciences (GILD) 0.0 $228k 2.0k 112.06
3M Company (MMM) 0.0 $223k 1.5k 146.86
Phillips 66 (PSX) 0.0 $218k 1.8k 123.50
Diamondback Energy (FANG) 0.0 $214k 1.3k 159.88
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $205k 18k 11.42
American Tower Reit (AMT) 0.0 $202k 930.00 217.61
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $202k 2.2k 91.02
EOG Resources (EOG) 0.0 $200k 1.6k 128.24
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $146k 18k 8.14
Reservoir Media (RSVR) 0.0 $114k 15k 7.63
Propetro Hldg (PUMP) 0.0 $74k 10k 7.35
Rein Therapeutics Com New (RNTX) 0.0 $50k 29k 1.77