Meridian Wealth Advisors as of June 30, 2025
Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 180 positions in its portfolio as reported in the June 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 | $68M | 109k | 620.90 | |
| Ishares Gold Tr Ishares New (IAU) | 5.4 | $34M | 545k | 62.36 | |
| Exxon Mobil Corporation (XOM) | 5.2 | $33M | 307k | 107.80 | |
| Atlas Energy Solutions Com New (AESI) | 5.2 | $33M | 2.5M | 13.37 | |
| Microsoft Corporation (MSFT) | 4.4 | $28M | 56k | 497.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $20M | 33k | 617.86 | |
| Apple (AAPL) | 3.2 | $20M | 97k | 205.17 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $17M | 58k | 289.91 | |
| Ishares Tr S&p 100 Etf (OEF) | 2.3 | $14M | 47k | 304.35 | |
| NVIDIA Corporation (NVDA) | 2.0 | $13M | 82k | 157.99 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $13M | 63k | 204.67 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 2.0 | $13M | 137k | 93.87 | |
| Amazon (AMZN) | 1.9 | $12M | 55k | 219.39 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $11M | 41k | 279.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $11M | 62k | 176.23 | |
| Costco Wholesale Corporation (COST) | 1.7 | $11M | 11k | 989.93 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.6 | $10M | 204k | 50.76 | |
| Eaton Corp SHS (ETN) | 1.5 | $9.6M | 27k | 356.99 | |
| Visa Com Cl A (V) | 1.5 | $9.6M | 27k | 355.05 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $8.2M | 145k | 57.01 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $7.2M | 13k | 566.50 | |
| Meta Platforms Cl A (META) | 1.1 | $7.1M | 9.7k | 738.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $7.1M | 15k | 485.77 | |
| O'reilly Automotive (ORLY) | 1.0 | $6.6M | 73k | 90.13 | |
| S&p Global (SPGI) | 1.0 | $6.3M | 12k | 527.31 | |
| Home Depot (HD) | 1.0 | $6.3M | 17k | 366.65 | |
| Wal-Mart Stores (WMT) | 1.0 | $6.2M | 63k | 97.78 | |
| Broadcom (AVGO) | 0.9 | $5.9M | 21k | 275.65 | |
| Union Pacific Corporation (UNP) | 0.9 | $5.7M | 25k | 230.08 | |
| salesforce (CRM) | 0.9 | $5.7M | 21k | 272.68 | |
| Allstate Corporation (ALL) | 0.9 | $5.6M | 28k | 201.31 | |
| McKesson Corporation (MCK) | 0.8 | $5.2M | 7.1k | 732.82 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $5.0M | 20k | 253.23 | |
| Eli Lilly & Co. (LLY) | 0.8 | $5.0M | 6.4k | 779.50 | |
| Trane Technologies SHS (TT) | 0.8 | $4.9M | 11k | 437.39 | |
| Advanced Micro Devices (AMD) | 0.7 | $4.7M | 33k | 141.90 | |
| Fiserv (FI) | 0.7 | $4.7M | 27k | 172.41 | |
| Marathon Petroleum Corp (MPC) | 0.7 | $4.3M | 26k | 166.11 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $4.2M | 19k | 218.49 | |
| Merck & Co (MRK) | 0.7 | $4.2M | 53k | 79.16 | |
| UnitedHealth (UNH) | 0.7 | $4.2M | 13k | 311.97 | |
| Realty Income (O) | 0.7 | $4.2M | 72k | 57.61 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.7 | $4.1M | 30k | 135.73 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $3.9M | 10k | 386.88 | |
| 3M Company (MMM) | 0.6 | $3.8M | 25k | 152.24 | |
| Air Products & Chemicals (APD) | 0.6 | $3.7M | 13k | 282.05 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $3.5M | 62k | 56.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.2M | 18k | 177.39 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.9M | 6.8k | 424.56 | |
| Coca-Cola Company (KO) | 0.4 | $2.7M | 39k | 70.75 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $2.7M | 63k | 42.55 | |
| Iqvia Holdings (IQV) | 0.4 | $2.7M | 17k | 157.59 | |
| International Business Machines (IBM) | 0.4 | $2.7M | 9.1k | 294.77 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.6M | 24k | 110.10 | |
| Amgen (AMGN) | 0.4 | $2.3M | 8.2k | 279.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.9M | 3.4k | 567.98 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.9M | 11k | 181.74 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.8M | 5.9k | 304.83 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.8M | 98k | 18.24 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | 3.2k | 551.58 | |
| Honeywell International (HON) | 0.3 | $1.6M | 7.0k | 232.88 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.6M | 10k | 152.75 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 2.8k | 561.94 | |
| Raymond James Financial (RJF) | 0.2 | $1.6M | 10k | 153.37 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.6M | 18k | 87.22 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.5M | 8.7k | 173.27 | |
| Lowe's Companies (LOW) | 0.2 | $1.5M | 6.8k | 221.86 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 4.6k | 303.92 | |
| Chevron Corporation (CVX) | 0.2 | $1.3M | 9.2k | 143.18 | |
| Vanguard World Health Car Etf (VHT) | 0.2 | $1.3M | 5.2k | 248.35 | |
| Enterprise Products Partners (EPD) | 0.2 | $1.3M | 41k | 31.01 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | 70k | 18.13 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.3k | 292.16 | |
| Analog Devices (ADI) | 0.2 | $1.2M | 4.9k | 238.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | 7.5k | 149.58 | |
| Blackrock (BLK) | 0.2 | $1.1M | 1.1k | 1049.54 | |
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 34.88 | |
| Pepsi (PEP) | 0.2 | $1.1M | 8.2k | 132.04 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.1M | 3.2k | 339.57 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.0M | 4.8k | 215.79 | |
| Abbott Laboratories (ABT) | 0.2 | $1.0M | 7.6k | 136.01 | |
| Motorola Solutions Com New (MSI) | 0.2 | $1.0M | 2.4k | 420.50 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 2.2k | 463.21 | |
| Chubb (CB) | 0.2 | $987k | 3.4k | 289.72 | |
| At&t (T) | 0.2 | $986k | 34k | 28.94 | |
| Pfizer (PFE) | 0.1 | $934k | 39k | 24.24 | |
| Qualcomm (QCOM) | 0.1 | $912k | 5.7k | 159.26 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $884k | 2.0k | 438.40 | |
| Palo Alto Networks (PANW) | 0.1 | $850k | 4.2k | 204.64 | |
| Cisco Systems (CSCO) | 0.1 | $806k | 12k | 69.38 | |
| American Express Company (AXP) | 0.1 | $800k | 2.5k | 318.98 | |
| Automatic Data Processing (ADP) | 0.1 | $790k | 2.6k | 308.40 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $785k | 2.8k | 285.30 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $769k | 5.3k | 146.01 | |
| Procter & Gamble Company (PG) | 0.1 | $722k | 4.5k | 159.34 | |
| TJX Companies (TJX) | 0.1 | $720k | 5.8k | 123.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $717k | 3.2k | 226.52 | |
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $709k | 4.8k | 147.52 | |
| Oracle Corporation (ORCL) | 0.1 | $702k | 3.2k | 218.65 | |
| Walt Disney Company (DIS) | 0.1 | $690k | 5.6k | 124.01 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $659k | 13k | 52.37 | |
| Republic Services (RSG) | 0.1 | $649k | 2.6k | 246.61 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $629k | 5.8k | 109.28 | |
| Listed Fds Tr Horizon Kinetics (INFL) | 0.1 | $623k | 15k | 42.17 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $618k | 12k | 52.06 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $615k | 4.6k | 134.79 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $612k | 2.9k | 207.65 | |
| Danaher Corporation (DHR) | 0.1 | $607k | 3.1k | 197.54 | |
| MercadoLibre (MELI) | 0.1 | $606k | 232.00 | 2613.63 | |
| Cme (CME) | 0.1 | $605k | 2.2k | 275.57 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $602k | 4.0k | 150.40 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $595k | 24k | 25.35 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $565k | 2.6k | 217.33 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $560k | 2.5k | 224.92 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $559k | 2.9k | 194.23 | |
| Servicenow (NOW) | 0.1 | $555k | 540.00 | 1028.08 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $546k | 29k | 18.83 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $541k | 1.3k | 405.46 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $527k | 1.9k | 284.39 | |
| Goldman Sachs (GS) | 0.1 | $526k | 743.00 | 708.14 | |
| Illinois Tool Works (ITW) | 0.1 | $513k | 2.1k | 247.25 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $502k | 2.8k | 176.76 | |
| Vanguard World Industrial Etf (VIS) | 0.1 | $485k | 1.7k | 279.99 | |
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $474k | 10k | 45.77 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $470k | 5.0k | 93.99 | |
| Kla Corp Com New (KLAC) | 0.1 | $466k | 520.00 | 895.74 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $455k | 17k | 26.50 | |
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $452k | 10k | 45.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $429k | 1.4k | 298.90 | |
| PNC Financial Services (PNC) | 0.1 | $427k | 2.3k | 186.42 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $423k | 4.8k | 88.25 | |
| Caterpillar (CAT) | 0.1 | $413k | 1.1k | 388.39 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $406k | 6.0k | 67.44 | |
| Waste Management (WM) | 0.1 | $392k | 1.7k | 228.76 | |
| Third Coast Bancshares (TCBX) | 0.1 | $377k | 12k | 32.67 | |
| Tesla Motors (TSLA) | 0.1 | $366k | 1.2k | 317.66 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $361k | 1.7k | 218.60 | |
| Zoetis Cl A (ZTS) | 0.1 | $357k | 2.3k | 155.95 | |
| Inhibrx Biosciences (INBX) | 0.1 | $357k | 25k | 14.27 | |
| Bank of America Corporation (BAC) | 0.1 | $355k | 7.5k | 47.32 | |
| Kimbell Rty Partners Unit (KRP) | 0.1 | $355k | 25k | 13.96 | |
| AutoZone (AZO) | 0.1 | $353k | 95.00 | 3712.23 | |
| Nike CL B (NKE) | 0.1 | $342k | 4.8k | 71.05 | |
| Equinix (EQIX) | 0.1 | $337k | 424.00 | 795.65 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $321k | 14k | 23.07 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $315k | 2.6k | 121.01 | |
| Williams Companies (WMB) | 0.0 | $314k | 5.0k | 62.81 | |
| Sitio Royalties Corp Class A Com (STR) | 0.0 | $313k | 17k | 18.38 | |
| Verizon Communications (VZ) | 0.0 | $312k | 7.2k | 43.27 | |
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $298k | 2.0k | 150.97 | |
| Ares Capital Corporation (ARCC) | 0.0 | $297k | 14k | 21.96 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $290k | 3.6k | 80.97 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $285k | 3.4k | 84.06 | |
| Starwood Property Trust (STWD) | 0.0 | $279k | 14k | 20.07 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $276k | 3.8k | 72.69 | |
| ConocoPhillips (COP) | 0.0 | $270k | 3.0k | 89.74 | |
| Oneok (OKE) | 0.0 | $259k | 3.2k | 81.63 | |
| Abbvie (ABBV) | 0.0 | $256k | 1.4k | 185.67 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $250k | 5.3k | 47.56 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $249k | 7.0k | 35.69 | |
| Intercontinental Exchange (ICE) | 0.0 | $248k | 1.4k | 183.45 | |
| Nextera Energy (NEE) | 0.0 | $238k | 3.4k | 69.43 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $236k | 356.00 | 664.08 | |
| Constellation Energy (CEG) | 0.0 | $236k | 732.00 | 322.76 | |
| Applied Materials (AMAT) | 0.0 | $236k | 1.3k | 183.07 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $235k | 18k | 13.11 | |
| Gilead Sciences (GILD) | 0.0 | $227k | 2.0k | 110.86 | |
| Phillips 66 (PSX) | 0.0 | $224k | 1.9k | 119.32 | |
| Medtronic SHS (MDT) | 0.0 | $221k | 2.5k | 87.17 | |
| Park National Corporation (PRK) | 0.0 | $219k | 1.3k | 167.26 | |
| Citigroup Com New (C) | 0.0 | $214k | 2.5k | 85.13 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $210k | 1.6k | 128.92 | |
| Uber Technologies (UBER) | 0.0 | $206k | 2.2k | 93.30 | |
| American Tower Reit (AMT) | 0.0 | $200k | 906.00 | 221.04 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $179k | 10k | 17.80 | |
| Liberty Energy Com Cl A (LBRT) | 0.0 | $170k | 15k | 11.48 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $157k | 18k | 8.75 | |
| Reservoir Media (RSVR) | 0.0 | $115k | 15k | 7.67 | |
| Propetro Hldg (PUMP) | 0.0 | $60k | 10k | 5.97 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $40k | 29k | 1.40 |
