Meridian Wealth Advisors

Meridian Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.2 $81M 118k 684.94
Ishares Gold Tr Ishares New (IAU) 6.4 $46M 571k 81.17
Exxon Mobil Corporation (XOM) 5.2 $38M 314k 120.34
Microsoft Corporation (MSFT) 3.7 $27M 55k 483.62
Apple (AAPL) 3.6 $26M 95k 271.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $21M 31k 681.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $19M 30k 627.13
Ishares Tr Msci Usa Min Vol (USMV) 2.6 $19M 198k 94.16
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $18M 62k 290.22
JPMorgan Chase & Co. (JPM) 2.5 $18M 55k 322.22
Alphabet Cap Stk Cl A (GOOGL) 2.3 $17M 53k 313.00
Ishares Tr S&p 100 Etf (OEF) 2.2 $16M 47k 342.97
NVIDIA Corporation (NVDA) 2.1 $15M 81k 186.50
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $14M 63k 219.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $12M 186k 62.47
Amazon (AMZN) 1.6 $11M 49k 230.82
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.6 $11M 204k 55.58
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $11M 131k 82.32
Atlas Energy Solutions Com New (AESI) 1.3 $9.3M 991k 9.42
Costco Wholesale Corporation (COST) 1.3 $9.3M 11k 862.33
Visa Com Cl A (V) 1.3 $9.1M 26k 350.71
Eaton Corp SHS (ETN) 1.1 $8.3M 26k 318.51
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $7.4M 16k 473.31
Wal-Mart Stores (WMT) 1.0 $7.3M 66k 111.41
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $7.1M 12k 603.30
Spdr Series Trust State Street Spd (SDY) 1.0 $7.0M 50k 139.16
Eli Lilly & Co. (LLY) 0.9 $6.8M 6.4k 1074.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $6.8M 13k 502.65
Broadcom (AVGO) 0.9 $6.5M 19k 346.10
Meta Platforms Cl A (META) 0.9 $6.4M 9.7k 660.08
Advanced Micro Devices (AMD) 0.9 $6.3M 29k 214.16
S&p Global (SPGI) 0.8 $6.1M 12k 522.61
O'reilly Automotive (ORLY) 0.8 $6.1M 67k 91.21
McKesson Corporation (MCK) 0.8 $5.9M 7.2k 820.30
Union Pacific Corporation (UNP) 0.8 $5.8M 25k 231.32
Home Depot (HD) 0.8 $5.7M 17k 344.09
Merck & Co (MRK) 0.8 $5.7M 54k 105.26
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.6M 18k 313.80
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $5.6M 39k 143.97
Allstate Corporation (ALL) 0.8 $5.6M 27k 208.15
salesforce (CRM) 0.7 $5.4M 20k 264.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $5.2M 42k 123.26
Nxp Semiconductors N V (NXPI) 0.7 $4.7M 22k 217.06
3M Company (MMM) 0.6 $4.5M 28k 160.10
Morgan Stanley Com New (MS) 0.6 $4.4M 25k 177.53
Iqvia Holdings (IQV) 0.6 $4.1M 18k 225.41
Marathon Petroleum Corp (MPC) 0.6 $4.0M 25k 162.63
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.6 $4.0M 91k 44.50
UnitedHealth (UNH) 0.5 $3.8M 11k 330.10
Trane Technologies SHS (TT) 0.5 $3.7M 9.6k 389.19
International Business Machines (IBM) 0.5 $3.7M 12k 296.20
Starbucks Corporation (SBUX) 0.4 $2.9M 35k 84.21
Coca-Cola Company (KO) 0.4 $2.9M 41k 69.91
Amgen (AMGN) 0.4 $2.7M 8.2k 327.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.4M 13k 191.56
Johnson & Johnson (JNJ) 0.3 $2.3M 11k 206.94
Air Products & Chemicals (APD) 0.3 $2.2M 9.0k 247.03
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.2M 5.6k 396.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 3.6k 614.31
Palo Alto Networks (PANW) 0.3 $2.2M 12k 184.20
Arista Networks Com Shs (ANET) 0.3 $2.0M 15k 131.03
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.3 $1.9M 98k 19.20
Iron Mountain (IRM) 0.2 $1.7M 20k 82.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 5.0k 335.27
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.7M 17k 99.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.6M 25k 66.00
Lowe's Companies (LOW) 0.2 $1.6M 6.7k 241.14
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.6M 8.1k 199.68
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 2.8k 570.88
Raymond James Financial (RJF) 0.2 $1.5M 9.6k 160.59
Vanguard World Health Car Etf (VHT) 0.2 $1.4M 5.0k 287.84
Snowflake Com Shs (SNOW) 0.2 $1.4M 6.4k 219.36
Analog Devices (ADI) 0.2 $1.3M 4.8k 271.20
Enterprise Products Partners (EPD) 0.2 $1.3M 40k 32.06
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 305.63
Honeywell International (HON) 0.2 $1.3M 6.6k 195.10
Chevron Corporation (CVX) 0.2 $1.3M 8.3k 152.41
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 4.8k 246.14
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.2M 3.2k 373.44
Listed Fds Tr Horizon Kinetics (INFL) 0.2 $1.2M 26k 44.46
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.1M 68k 16.49
Pepsi (PEP) 0.2 $1.1M 7.9k 143.52
Blackstone Group Inc Com Cl A (BX) 0.2 $1.1M 7.3k 154.14
Blackrock (BLK) 0.2 $1.1M 1.0k 1070.38
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.1M 31k 35.67
Pfizer (PFE) 0.2 $1.1M 44k 24.90
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.0M 12k 85.77
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.1k 483.65
Chubb (CB) 0.1 $993k 3.2k 312.09
Raytheon Technologies Corp (RTX) 0.1 $990k 5.4k 183.40
Vanguard Index Fds Growth Etf (VUG) 0.1 $984k 2.0k 487.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $962k 3.2k 303.85
Qualcomm (QCOM) 0.1 $930k 5.4k 171.05
Abbott Laboratories (ABT) 0.1 $923k 7.4k 125.29
Goldman Sachs (GS) 0.1 $912k 1.0k 879.27
Cisco Systems (CSCO) 0.1 $887k 12k 77.03
TJX Companies (TJX) 0.1 $878k 5.7k 153.60
American Express Company (AXP) 0.1 $867k 2.3k 369.95
Vanguard Index Fds Large Cap Etf (VV) 0.1 $866k 2.8k 314.80
At&t (T) 0.1 $841k 34k 24.84
Inhibrx Biosciences (INBX) 0.1 $830k 11k 79.00
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $775k 24k 33.02
Thermo Fisher Scientific (TMO) 0.1 $774k 1.3k 579.45
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $762k 10k 76.23
Realty Income (O) 0.1 $751k 13k 56.37
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $745k 4.8k 155.12
Procter & Gamble Company (PG) 0.1 $727k 5.1k 143.31
Third Coast Bancshares (TCBX) 0.1 $718k 19k 38.01
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $707k 4.6k 154.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $706k 5.9k 120.18
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $696k 10k 69.63
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $689k 13k 54.77
Motorola Solutions Com New (MSI) 0.1 $679k 1.8k 383.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $672k 4.0k 167.94
Danaher Corporation (DHR) 0.1 $670k 2.9k 228.92
Adobe Systems Incorporated (ADBE) 0.1 $651k 1.9k 349.99
Kla Corp Com New (KLAC) 0.1 $640k 527.00 1215.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $626k 23k 27.43
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $626k 15k 41.36
Vanguard World Mega Cap Index (MGC) 0.1 $625k 2.5k 251.17
Select Sector Spdr Tr State Street Con (XLY) 0.1 $621k 5.2k 119.41
Caterpillar (CAT) 0.1 $612k 1.1k 573.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $601k 2.9k 210.34
Oracle Corporation (ORCL) 0.1 $581k 3.0k 194.90
Tesla Motors (TSLA) 0.1 $558k 1.2k 449.72
Automatic Data Processing (ADP) 0.1 $552k 2.1k 257.23
Global X Fds Us Pfd Etf (PFFD) 0.1 $548k 29k 18.91
Vanguard Index Fds Value Etf (VTV) 0.1 $543k 2.8k 190.96
Cme (CME) 0.1 $538k 2.0k 273.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $518k 1.9k 279.08
Republic Services (RSG) 0.1 $513k 2.4k 211.93
Illinois Tool Works (ITW) 0.1 $511k 2.1k 246.30
Vanguard World Industrial Etf (VIS) 0.1 $510k 1.7k 298.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $502k 5.8k 87.16
PNC Financial Services (PNC) 0.1 $478k 2.3k 208.73
MercadoLibre (MELI) 0.1 $467k 232.00 2014.26
Texas Instruments Incorporated (TXN) 0.1 $428k 2.5k 173.49
Bank of America Corporation (BAC) 0.1 $418k 7.6k 55.00
Waste Management (WM) 0.1 $387k 1.8k 219.75
Accenture Plc Ireland Shs Class A (ACN) 0.1 $362k 1.4k 268.36
Novartis Sponsored Adr (NVS) 0.0 $359k 2.6k 137.87
Viper Energy Cl A (VNOM) 0.0 $358k 9.3k 38.63
Servicenow (NOW) 0.0 $342k 2.2k 153.19
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $335k 20k 16.43
Applied Materials (AMAT) 0.0 $332k 1.3k 256.99
Equinix (EQIX) 0.0 $326k 426.00 765.80
AutoZone (AZO) 0.0 $322k 95.00 3391.49
First Tr Exchange-traded A Com Shs (FTC) 0.0 $316k 2.0k 159.88
Chesapeake Energy Corp (EXE) 0.0 $315k 2.9k 110.36
Marsh & McLennan Companies 0.0 $308k 1.7k 185.55
Abbvie (ABBV) 0.0 $307k 1.3k 228.58
Spdr Series Trust State Street Spd (SPYM) 0.0 $306k 3.8k 80.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $301k 6.1k 49.65
Williams Companies (WMB) 0.0 $301k 5.0k 60.11
Walt Disney Company (DIS) 0.0 $299k 2.6k 113.77
Citigroup Com New (C) 0.0 $294k 2.5k 116.68
Zoetis Cl A (ZTS) 0.0 $288k 2.3k 125.82
Nike CL B (NKE) 0.0 $284k 4.5k 63.71
Select Sector Spdr Tr State Street Con (XLP) 0.0 $278k 3.6k 77.68
Mondelez Intl Cl A (MDLZ) 0.0 $275k 5.1k 53.83
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $275k 3.1k 89.56
Liberty Energy Com Cl A (LBRT) 0.0 $273k 15k 18.46
Vanguard World Inf Tech Etf (VGT) 0.0 $261k 346.00 754.71
Constellation Energy (CEG) 0.0 $259k 732.00 353.27
Gilead Sciences (GILD) 0.0 $253k 2.1k 122.76
Starwood Property Trust (STWD) 0.0 $251k 14k 18.01
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $250k 5.4k 46.67
ConocoPhillips (COP) 0.0 $247k 2.6k 93.61
Verizon Communications (VZ) 0.0 $242k 5.9k 40.73
Spdr Series Trust State Street Spd (XOP) 0.0 $240k 1.9k 126.26
Nextera Energy (NEE) 0.0 $239k 3.0k 80.28
Oneok (OKE) 0.0 $233k 3.2k 73.50
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $223k 2.6k 86.25
Kimbell Rty Partners Unit (KRP) 0.0 $222k 19k 11.76
AmerisourceBergen (COR) 0.0 $216k 638.00 337.79
Intercontinental Exchange (ICE) 0.0 $213k 1.3k 161.94
Ishares Silver Tr Ishares (SLV) 0.0 $213k 3.3k 64.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $211k 995.00 211.70
Crowdstrike Hldgs Cl A (CRWD) 0.0 $210k 448.00 468.76
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $189k 10k 18.22
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $171k 18k 9.53
Propetro Hldg (PUMP) 0.0 $95k 10k 9.51
Reservoir Media (RSVR) 0.0 $76k 10k 7.57
Rein Therapeutics Com New (RNTX) 0.0 $33k 29k 1.16
Kindly Md (NAKA) 0.0 $3.9k 11k 0.35