Meridian Wealth Advisors

Meridian Wealth Advisors as of March 31, 2026

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 202 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.6 $80M 122k 653.21
Exxon Mobil Corporation (XOM) 7.2 $55M 322k 169.66
Ishares Gold Tr Ishares New (IAU) 6.8 $52M 585k 88.16
Apple (AAPL) 3.1 $24M 94k 253.79
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $23M 79k 287.18
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $22M 237k 92.74
Microsoft Corporation (MSFT) 2.8 $21M 57k 370.17
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $20M 31k 650.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $16M 27k 597.55
JPMorgan Chase & Co. (JPM) 2.0 $15M 52k 294.16
Alphabet Cap Stk Cl A (GOOGL) 2.0 $15M 52k 287.56
Ishares Tr S&p 100 Etf (OEF) 2.0 $15M 47k 318.07
NVIDIA Corporation (NVDA) 1.9 $15M 84k 174.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $14M 218k 64.08
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.8 $14M 163k 84.84
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $13M 62k 215.06
Atlas Energy Solutions Com New (AESI) 1.7 $13M 954k 13.12
Amazon (AMZN) 1.5 $12M 55k 208.27
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.4 $11M 204k 52.46
Costco Wholesale Corporation (COST) 1.4 $10M 10k 996.47
Eaton Corp SHS (ETN) 1.2 $9.0M 25k 357.67
Spdr Series Trust State Street Spd (SDY) 1.1 $8.5M 58k 145.94
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $8.1M 19k 426.39
Wal-Mart Stores (WMT) 1.0 $7.8M 63k 124.28
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.0 $7.3M 12k 616.78
Third Coast Bancshares (TCBX) 1.0 $7.2M 191k 37.83
Broadcom (AVGO) 0.8 $6.4M 21k 309.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.3M 13k 479.20
Visa Com Cl A (V) 0.8 $6.3M 21k 302.24
Marathon Petroleum Corp (MPC) 0.8 $6.0M 24k 244.18
S&p Global (SPGI) 0.8 $5.8M 14k 425.34
Home Depot (HD) 0.8 $5.8M 18k 328.88
O'reilly Automotive (ORLY) 0.8 $5.7M 62k 92.31
Eli Lilly & Co. (LLY) 0.8 $5.7M 6.2k 919.70
McKesson Corporation (MCK) 0.7 $5.5M 6.4k 865.41
Advanced Micro Devices (AMD) 0.7 $5.4M 27k 203.43
Allstate Corporation (ALL) 0.7 $5.2M 25k 207.34
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.1M 18k 286.85
Meta Platforms Cl A (META) 0.7 $5.1M 8.9k 572.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $4.7M 42k 113.11
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.6 $4.7M 105k 44.85
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $4.6M 35k 132.90
Honeywell International (HON) 0.6 $4.5M 20k 226.03
Iqvia Holdings (IQV) 0.5 $4.1M 24k 170.54
Trane Technologies SHS (TT) 0.5 $3.6M 8.7k 416.72
Coca-Cola Company (KO) 0.5 $3.6M 47k 76.05
Morgan Stanley Com New (MS) 0.5 $3.6M 22k 164.57
Netflix (NFLX) 0.5 $3.4M 36k 96.15
Air Products & Chemicals (APD) 0.4 $3.3M 11k 290.49
Palo Alto Networks (PANW) 0.4 $3.3M 21k 160.32
International Business Machines (IBM) 0.4 $3.2M 13k 242.38
Nxp Semiconductors N V (NXPI) 0.4 $3.2M 16k 196.86
Merck & Co (MRK) 0.4 $3.1M 26k 120.29
Cisco Systems (CSCO) 0.4 $3.1M 39k 77.59
Starbucks Corporation (SBUX) 0.4 $3.0M 34k 89.59
Amgen (AMGN) 0.4 $2.9M 8.4k 351.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.9M 43k 67.53
Union Pacific Corporation (UNP) 0.4 $2.8M 12k 242.63
Johnson & Johnson (JNJ) 0.4 $2.7M 11k 244.45
Applied Materials (AMAT) 0.4 $2.7M 7.8k 341.79
Iron Mountain (IRM) 0.3 $2.6M 25k 102.14
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.4M 5.6k 430.29
Uber Technologies (UBER) 0.3 $2.4M 34k 71.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.4M 13k 191.92
Medtronic SHS (MDT) 0.3 $2.4M 27k 86.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 3.9k 577.21
Snowflake Com Shs (SNOW) 0.3 $2.2M 15k 150.82
Dover Corporation (DOV) 0.3 $2.1M 10k 208.45
Chevron Corporation (CVX) 0.3 $1.9M 9.2k 206.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 5.4k 320.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.7M 17k 100.17
Lowe's Companies (LOW) 0.2 $1.6M 6.8k 236.27
Analog Devices (ADI) 0.2 $1.5M 4.8k 318.13
Enterprise Products Partners (EPD) 0.2 $1.5M 40k 37.84
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.2 $1.5M 86k 17.12
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.5M 8.1k 181.42
Mastercard Incorporated Cl A (MA) 0.2 $1.4M 2.8k 499.66
Raymond James Financial (RJF) 0.2 $1.4M 9.6k 144.79
UnitedHealth (UNH) 0.2 $1.4M 5.1k 270.62
Vanguard World Health Car Etf (VHT) 0.2 $1.4M 5.0k 272.32
Listed Fds Tr Horizon Kinetics (INFL) 0.2 $1.3M 26k 52.06
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.3M 68k 19.30
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 310.82
Pfizer (PFE) 0.2 $1.3M 45k 28.08
Pepsi (PEP) 0.2 $1.2M 8.0k 155.29
Lockheed Martin Corporation (LMT) 0.2 $1.2M 1.9k 604.41
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.2M 4.7k 247.98
Spdr Series Trust State Street Spd (SPMD) 0.2 $1.1M 19k 59.22
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.1M 3.2k 356.56
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $1.1M 31k 36.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.1M 12k 91.77
Rollins (ROL) 0.1 $1.1M 20k 53.41
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.1M 3.2k 337.91
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.3k 192.89
Chubb (CB) 0.1 $1.0M 3.1k 325.93
salesforce (CRM) 0.1 $987k 5.3k 186.67
At&t (T) 0.1 $955k 33k 28.99
Blackrock (BLK) 0.1 $949k 987.00 961.71
TJX Companies (TJX) 0.1 $916k 5.7k 159.71
Vanguard Index Fds Growth Etf (VUG) 0.1 $881k 2.0k 436.79
Goldman Sachs (GS) 0.1 $872k 1.0k 845.87
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $832k 24k 35.44
Vanguard Index Fds Large Cap Etf (VV) 0.1 $822k 2.8k 298.85
Realty Income (O) 0.1 $802k 13k 61.18
Blackstone Group Inc Com Cl A (BX) 0.1 $786k 6.8k 114.99
Abbott Laboratories (ABT) 0.1 $785k 7.6k 102.67
Procter & Gamble Company (PG) 0.1 $779k 5.4k 144.45
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $777k 4.8k 161.73
Kla Corp Com New (KLAC) 0.1 $773k 525.00 1472.41
Caterpillar (CAT) 0.1 $766k 1.1k 708.16
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $755k 10k 75.49
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $732k 17k 42.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $731k 5.9k 124.32
Motorola Solutions Com New (MSI) 0.1 $720k 1.7k 433.90
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $707k 16k 43.66
Inhibrx Biosciences (INBX) 0.1 $706k 11k 67.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $700k 23k 30.68
American Express Company (AXP) 0.1 $696k 2.3k 302.48
Qualcomm (QCOM) 0.1 $693k 5.4k 128.77
Spdr Series Trust State Street Spd (XOP) 0.1 $691k 3.8k 181.83
3M Company (MMM) 0.1 $669k 4.6k 145.22
Thermo Fisher Scientific (TMO) 0.1 $637k 1.3k 491.53
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $634k 4.3k 146.61
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $621k 13k 49.37
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $620k 4.0k 155.11
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $611k 2.9k 213.67
Tesla Motors (TSLA) 0.1 $601k 1.6k 371.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $590k 10k 59.03
Vanguard World Mega Cap Index (MGC) 0.1 $588k 2.5k 236.35
Texas Instruments Incorporated (TXN) 0.1 $583k 3.0k 194.14
Republic Services (RSG) 0.1 $569k 2.6k 219.02
Danaher Corporation (DHR) 0.1 $559k 2.9k 189.60
Vanguard Index Fds Value Etf (VTV) 0.1 $558k 2.8k 196.17
Select Sector Spdr Tr State Street Con (XLY) 0.1 $551k 5.1k 108.98
Illinois Tool Works (ITW) 0.1 $548k 2.1k 260.29
Cme (CME) 0.1 $540k 1.8k 295.36
Global X Fds Us Pfd Etf (PFFD) 0.1 $534k 29k 18.40
Vanguard World Industrial Etf (VIS) 0.1 $533k 1.7k 312.13
PPG Industries (PPG) 0.1 $514k 4.8k 106.88
Oracle Corporation (ORCL) 0.1 $504k 3.4k 147.11
PNC Financial Services (PNC) 0.1 $487k 2.3k 208.09
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $431k 1.7k 257.41
Equinix (EQIX) 0.1 $420k 429.00 979.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $412k 4.8k 86.69
Automatic Data Processing (ADP) 0.1 $412k 2.0k 203.18
Waste Management (WM) 0.1 $408k 1.8k 229.84
MercadoLibre (MELI) 0.1 $401k 232.00 1729.02
Micron Technology (MU) 0.1 $398k 1.2k 337.84
Novartis Sponsored Adr (NVS) 0.1 $397k 2.6k 152.75
Bank of America Corporation (BAC) 0.1 $383k 7.8k 48.75
Williams Companies (WMB) 0.0 $370k 5.1k 72.79
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $367k 20k 18.29
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $356k 8.4k 42.54
Spdr Series Trust State Street Spd (SPYM) 0.0 $345k 4.5k 76.54
Cameco Corporation (CCJ) 0.0 $341k 3.1k 108.60
ConocoPhillips (COP) 0.0 $340k 2.6k 132.00
Abbvie (ABBV) 0.0 $324k 1.5k 217.50
AutoZone (AZO) 0.0 $321k 95.00 3377.78
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $314k 5.9k 52.85
Chesapeake Energy Corp (EXE) 0.0 $313k 2.9k 109.78
United Parcel Svcs CL B (UPS) 0.0 $311k 3.2k 98.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $305k 5.6k 54.05
First Tr Exchange-traded A Com Shs (FTC) 0.0 $304k 2.0k 154.14
Gilead Sciences (GILD) 0.0 $295k 2.1k 139.37
Marsh & McLennan Companies (MRSH) 0.0 $294k 1.7k 173.41
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $294k 3.6k 80.61
Select Sector Spdr Tr State Street Con (XLP) 0.0 $294k 3.6k 81.98
Citigroup Com New (C) 0.0 $290k 2.6k 113.40
Zoetis Cl A (ZTS) 0.0 $275k 2.3k 118.21
Oneok (OKE) 0.0 $274k 3.0k 90.39
Capital Sr Living Corp (SNDA) 0.0 $274k 8.5k 32.25
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $272k 3.1k 88.49
Intercontinental Exchange (ICE) 0.0 $270k 1.7k 157.27
Ishares Tr National Mun Etf (MUB) 0.0 $257k 2.4k 106.15
Nike CL B (NKE) 0.0 $256k 4.8k 52.82
Mondelez Intl Cl A (MDLZ) 0.0 $253k 4.4k 57.64
Accenture Plc Ireland Shs Class A (ACN) 0.0 $253k 1.3k 198.22
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $250k 5.4k 46.74
Vanguard World Inf Tech Etf (VGT) 0.0 $242k 346.00 698.58
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $237k 2.6k 91.37
Nextera Energy (NEE) 0.0 $234k 2.5k 92.88
Diamondback Energy (FANG) 0.0 $231k 1.2k 197.84
Phillips 66 (PSX) 0.0 $231k 1.3k 182.18
Immunitybio (IBRX) 0.0 $230k 30k 7.67
Ishares Silver Tr Ishares (SLV) 0.0 $225k 3.3k 68.14
Verizon Communications (VZ) 0.0 $220k 4.4k 50.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $216k 995.00 217.17
General Dynamics Corporation (GD) 0.0 $216k 629.00 343.45
Park National Corporation (PRK) 0.0 $214k 1.3k 163.45
Constellation Energy (CEG) 0.0 $213k 764.00 279.26
Adobe Systems Incorporated (ADBE) 0.0 $213k 875.00 243.08
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $213k 5.5k 38.42
AmerisourceBergen (COR) 0.0 $212k 674.00 314.33
Northrop Grumman Corporation (NOC) 0.0 $202k 296.00 682.24
Deere & Company (DE) 0.0 $202k 358.00 563.30
Starwood Property Trust (STWD) 0.0 $194k 11k 17.22
Kimbell Rty Partners Unit (KRP) 0.0 $187k 13k 14.47
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $187k 11k 17.75
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $155k 18k 8.66
Reservoir Media (RSVR) 0.0 $98k 10k 9.79
Peloton Interactive Cl A Com (PTON) 0.0 $52k 12k 4.29
Rein Therapeutics Com New (RNTX) 0.0 $37k 29k 1.30