Meridian Wealth Advisors

Meridian Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 186 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.8 $76M 114k 669.30
Ishares Gold Tr Ishares New (IAU) 6.0 $42M 581k 72.77
Exxon Mobil Corporation (XOM) 5.0 $35M 312k 112.75
Microsoft Corporation (MSFT) 4.2 $30M 58k 517.95
Atlas Energy Solutions Com New (AESI) 4.0 $28M 2.4M 11.37
Apple (AAPL) 3.6 $25M 99k 254.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $22M 33k 666.19
JPMorgan Chase & Co. (JPM) 2.7 $19M 60k 315.43
Ishares Tr S&p 100 Etf (OEF) 2.2 $16M 47k 332.84
NVIDIA Corporation (NVDA) 2.2 $16M 83k 186.58
Alphabet Cap Stk Cl A (GOOGL) 2.2 $15M 62k 243.10
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $13M 62k 215.79
Ishares Tr Msci Usa Min Vol (USMV) 1.9 $13M 141k 95.14
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $13M 45k 293.74
Amazon (AMZN) 1.7 $12M 54k 219.57
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.6 $11M 204k 54.76
Costco Wholesale Corporation (COST) 1.5 $11M 12k 925.64
Eaton Corp SHS (ETN) 1.4 $10M 27k 374.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $9.7M 16k 612.40
Visa Com Cl A (V) 1.3 $9.4M 28k 341.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $9.0M 151k 59.92
O'reilly Automotive (ORLY) 1.1 $7.8M 73k 107.81
Meta Platforms Cl A (META) 1.1 $7.7M 10k 734.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $7.6M 13k 596.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $7.3M 15k 502.74
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $7.3M 16k 468.41
Home Depot (HD) 1.0 $7.0M 17k 405.18
Wal-Mart Stores (WMT) 1.0 $6.8M 66k 103.06
Broadcom (AVGO) 0.9 $6.6M 20k 329.92
Spdr Series Trust S&p Divid Etf (SDY) 0.9 $6.6M 47k 140.05
Allstate Corporation (ALL) 0.9 $6.0M 28k 214.65
Union Pacific Corporation (UNP) 0.8 $6.0M 25k 236.37
S&p Global (SPGI) 0.8 $5.9M 12k 486.70
McKesson Corporation (MCK) 0.8 $5.6M 7.3k 772.50
Select Sector Spdr Tr Technology (XLK) 0.8 $5.5M 20k 281.87
Advanced Micro Devices (AMD) 0.8 $5.5M 34k 161.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $5.0M 42k 120.72
salesforce (CRM) 0.7 $5.0M 21k 237.00
Marathon Petroleum Corp (MPC) 0.7 $5.0M 26k 192.74
Eli Lilly & Co. (LLY) 0.7 $4.9M 6.4k 763.05
Nxp Semiconductors N V (NXPI) 0.7 $4.8M 21k 227.73
Trane Technologies SHS (TT) 0.7 $4.7M 11k 421.98
Realty Income (O) 0.7 $4.7M 77k 60.79
Alphabet Cap Stk Cl C (GOOG) 0.7 $4.6M 19k 243.55
Merck & Co (MRK) 0.6 $4.6M 55k 83.93
UnitedHealth (UNH) 0.6 $4.4M 13k 345.30
3M Company (MMM) 0.6 $4.3M 28k 155.18
Air Products & Chemicals (APD) 0.5 $3.8M 14k 272.73
Adobe Systems Incorporated (ADBE) 0.5 $3.6M 10k 352.75
Fiserv (FI) 0.5 $3.6M 28k 128.93
Iqvia Holdings (IQV) 0.5 $3.4M 18k 189.94
International Business Machines (IBM) 0.5 $3.4M 12k 282.15
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $2.8M 63k 44.57
Coca-Cola Company (KO) 0.4 $2.6M 40k 66.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.4M 13k 189.70
Amgen (AMGN) 0.3 $2.3M 8.3k 282.21
Chipotle Mexican Grill (CMG) 0.3 $2.2M 57k 39.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.1M 3.5k 600.31
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M 5.6k 355.47
Johnson & Johnson (JNJ) 0.3 $1.9M 10k 185.42
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.9M 98k 19.29
Raymond James Financial (RJF) 0.3 $1.8M 10k 172.60
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.7M 8.7k 195.86
Lowe's Companies (LOW) 0.2 $1.7M 6.7k 251.32
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.6M 17k 97.82
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 2.8k 568.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.6M 4.8k 328.19
Honeywell International (HON) 0.2 $1.5M 7.1k 210.51
Chevron Corporation (CVX) 0.2 $1.4M 9.2k 155.30
Blackstone Group Inc Com Cl A (BX) 0.2 $1.4M 8.3k 170.85
McDonald's Corporation (MCD) 0.2 $1.3M 4.4k 303.92
Vanguard World Health Car Etf (VHT) 0.2 $1.3M 5.0k 259.62
Blackrock (BLK) 0.2 $1.3M 1.1k 1166.22
Enterprise Products Partners (EPD) 0.2 $1.3M 40k 31.27
Analog Devices (ADI) 0.2 $1.2M 4.9k 245.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.2M 68k 17.16
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 4.8k 241.96
Pepsi (PEP) 0.2 $1.2M 8.3k 140.44
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.2M 3.2k 365.48
Caterpillar (CAT) 0.2 $1.1M 2.4k 477.14
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.1M 31k 35.81
Lockheed Martin Corporation (LMT) 0.2 $1.1M 2.2k 499.22
Motorola Solutions Com New (MSI) 0.1 $1.0M 2.3k 457.27
Abbott Laboratories (ABT) 0.1 $1.0M 7.7k 133.94
Vanguard Index Fds Growth Etf (VUG) 0.1 $967k 2.0k 479.61
Pfizer (PFE) 0.1 $967k 38k 25.48
At&t (T) 0.1 $962k 34k 28.24
Chubb (CB) 0.1 $926k 3.3k 282.28
Qualcomm (QCOM) 0.1 $921k 5.5k 166.36
Listed Fds Tr Horizon Kinetics (INFL) 0.1 $911k 20k 44.70
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $907k 12k 76.40
Palo Alto Networks (PANW) 0.1 $886k 4.4k 203.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $884k 3.2k 279.33
Raytheon Technologies Corp (RTX) 0.1 $881k 5.3k 167.33
Cisco Systems (CSCO) 0.1 $871k 13k 68.42
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $867k 8.7k 99.81
TJX Companies (TJX) 0.1 $860k 5.9k 144.54
Oracle Corporation (ORCL) 0.1 $849k 3.0k 281.26
Vanguard Index Fds Large Cap Etf (VV) 0.1 $847k 2.8k 307.86
Inhibrx Biosciences (INBX) 0.1 $842k 25k 33.68
Goldman Sachs (GS) 0.1 $842k 1.1k 796.26
American Express Company (AXP) 0.1 $818k 2.5k 332.16
Procter & Gamble Company (PG) 0.1 $770k 5.0k 153.64
Automatic Data Processing (ADP) 0.1 $757k 2.6k 293.50
Select Sector Spdr Tr Indl (XLI) 0.1 $741k 4.8k 154.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $699k 5.9k 118.82
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $695k 24k 29.62
Select Sector Spdr Tr Financial (XLF) 0.1 $678k 13k 53.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $658k 4.0k 164.54
Thermo Fisher Scientific (TMO) 0.1 $648k 1.3k 485.02
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $635k 4.6k 139.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $623k 2.6k 239.64
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $620k 10k 62.00
Republic Services (RSG) 0.1 $615k 2.7k 229.48
Vanguard World Mega Cap Index (MGC) 0.1 $607k 2.5k 244.09
Tesla Motors (TSLA) 0.1 $605k 1.4k 444.72
Danaher Corporation (DHR) 0.1 $588k 3.0k 198.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $586k 2.9k 203.59
Cme (CME) 0.1 $574k 2.1k 270.20
Kla Corp Com New (KLAC) 0.1 $568k 527.00 1078.60
Global X Fds Us Pfd Etf (PFFD) 0.1 $564k 29k 19.43
Texas Instruments Incorporated (TXN) 0.1 $548k 3.0k 183.73
Illinois Tool Works (ITW) 0.1 $545k 2.1k 260.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $545k 8.3k 65.26
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $545k 1.9k 293.79
MercadoLibre (MELI) 0.1 $542k 232.00 2336.94
Vanguard Index Fds Value Etf (VTV) 0.1 $530k 2.8k 186.52
Servicenow (NOW) 0.1 $508k 552.00 920.28
Vanguard World Industrial Etf (VIS) 0.1 $506k 1.7k 296.21
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $494k 10k 47.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $469k 17k 27.30
PNC Financial Services (PNC) 0.1 $465k 2.3k 200.93
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $455k 5.1k 89.37
Third Coast Bancshares (TCBX) 0.1 $438k 12k 37.97
Abbvie (ABBV) 0.1 $415k 1.8k 231.55
AutoZone (AZO) 0.1 $408k 95.00 4290.24
Bank of America Corporation (BAC) 0.1 $396k 7.7k 51.59
Waste Management (WM) 0.1 $385k 1.7k 220.77
Walt Disney Company (DIS) 0.1 $375k 3.3k 114.50
Viper Energy Cl A (VNOM) 0.1 $373k 9.8k 38.22
Mondelez Intl Cl A (MDLZ) 0.1 $372k 5.9k 62.47
Williams Companies (WMB) 0.1 $364k 5.8k 63.35
Accenture Plc Ireland Shs Class A (ACN) 0.1 $362k 1.5k 246.67
Zoetis Cl A (ZTS) 0.0 $339k 2.3k 146.32
Marsh & McLennan Companies (MMC) 0.0 $338k 1.7k 201.56
Nike CL B (NKE) 0.0 $336k 4.8k 69.72
Novartis Sponsored Adr (NVS) 0.0 $334k 2.6k 128.24
Equinix (EQIX) 0.0 $333k 425.00 783.12
First Tr Exchange-traded A Com Shs (FTC) 0.0 $317k 2.0k 160.66
Verizon Communications (VZ) 0.0 $305k 6.9k 43.95
Applied Materials (AMAT) 0.0 $303k 1.5k 204.74
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $298k 3.8k 78.35
ConocoPhillips (COP) 0.0 $291k 3.1k 94.59
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $281k 3.6k 78.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $277k 18k 15.48
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $275k 12k 23.06
Starwood Property Trust (STWD) 0.0 $270k 14k 19.37
Nextera Energy (NEE) 0.0 $267k 3.5k 75.49
Phillips 66 (PSX) 0.0 $266k 2.0k 136.03
Oneok (OKE) 0.0 $266k 3.6k 72.97
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $260k 5.3k 49.45
Vanguard World Inf Tech Etf (VGT) 0.0 $259k 346.00 747.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $257k 4.0k 65.00
Citigroup Com New (C) 0.0 $256k 2.5k 101.51
Kimbell Rty Partners Unit (KRP) 0.0 $255k 19k 13.49
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $252k 2.9k 88.14
Uber Technologies (UBER) 0.0 $250k 2.6k 97.97
Constellation Energy (CEG) 0.0 $241k 732.00 329.07
Gilead Sciences (GILD) 0.0 $234k 2.1k 111.02
Intercontinental Exchange (ICE) 0.0 $233k 1.4k 168.46
Crowdstrike Hldgs Cl A (CRWD) 0.0 $231k 471.00 490.38
General Dynamics Corporation (GD) 0.0 $229k 672.00 341.21
Medtronic SHS (MDT) 0.0 $222k 2.3k 95.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $220k 2.6k 84.83
Comcast Corp Cl A (CMCSA) 0.0 $219k 7.0k 31.42
Monolithic Power Systems (MPWR) 0.0 $215k 233.00 920.64
Park National Corporation (PRK) 0.0 $213k 1.3k 162.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $208k 995.00 208.61
Block Cl A (XYZ) 0.0 $207k 2.9k 72.27
Kimberly-Clark Corporation (KMB) 0.0 $204k 1.6k 124.34
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $186k 10k 18.24
Liberty Energy Com Cl A (LBRT) 0.0 $183k 15k 12.34
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $163k 18k 9.10
Reservoir Media (RSVR) 0.0 $81k 10k 8.14
Propetro Hldg (PUMP) 0.0 $52k 10k 5.24
Rein Therapeutics Com New (RNTX) 0.0 $33k 29k 1.15