Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AESI, XOM, MSFT, AAPL, and represent 31.40% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AESI (+$20M), WMT, IVV, VIG, COST, DEO, CMCSA, JPM, ALL, SPY.
- Started 3 new stock positions in AON, SGDM, SHW.
- Reduced shares in these 10 stocks: INBX, IGLB, STZ, BMY, , USMV, APD, UPS, XOM, JNJ.
- Sold out of its positions in BMY, STZ, IGLB, VGT.
- Meridian Wealth Advisors was a net buyer of stock by $29M.
- Meridian Wealth Advisors has $532M in assets under management (AUM), dropping by 16.59%.
- Central Index Key (CIK): 0001768095
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Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 176 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.1 | $48M | 92k | 525.73 |
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| Atlas Energy Solutions Com New (AESI) | 9.0 | $48M | +68% | 2.1M | 22.62 |
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| Exxon Mobil Corporation (XOM) | 5.8 | $31M | 264k | 116.24 |
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| Microsoft Corporation (MSFT) | 4.2 | $22M | 53k | 420.72 |
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| Apple (AAPL) | 3.3 | $18M | 104k | 171.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $16M | +2% | 31k | 523.06 |
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| Ishares Gold Tr Ishares New (IAU) | 2.9 | $16M | 371k | 42.01 |
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| Amazon (AMZN) | 2.3 | $12M | 68k | 180.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $12M | +5% | 66k | 182.61 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.2 | $12M | 137k | 83.58 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $11M | +3% | 55k | 200.30 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.8 | $9.8M | 206k | 47.72 |
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| Eaton Corp SHS (ETN) | 1.6 | $8.6M | +2% | 27k | 312.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $7.9M | +2% | 52k | 150.93 |
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| Costco Wholesale Corporation (COST) | 1.5 | $7.8M | +6% | 11k | 732.66 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.3 | $7.2M | 13k | 556.40 |
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| Visa Com Cl A (V) | 1.3 | $7.0M | +4% | 25k | 279.08 |
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| Home Depot (HD) | 1.3 | $6.9M | +2% | 18k | 383.61 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $6.8M | +4% | 27k | 249.86 |
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| Merck & Co (MRK) | 1.3 | $6.8M | +5% | 52k | 131.95 |
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| Trane Technologies SHS (TT) | 1.3 | $6.7M | +3% | 22k | 300.20 |
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| UnitedHealth (UNH) | 1.2 | $6.2M | +5% | 13k | 494.68 |
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| Marathon Petroleum Corp (MPC) | 1.1 | $6.0M | +3% | 30k | 201.50 |
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| salesforce (CRM) | 1.1 | $5.8M | +2% | 19k | 301.18 |
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| O'reilly Automotive (ORLY) | 1.1 | $5.7M | +4% | 5.0k | 1128.88 |
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| Eli Lilly & Co. (LLY) | 1.0 | $5.5M | 7.1k | 777.93 |
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| Allstate Corporation (ALL) | 1.0 | $5.5M | +7% | 32k | 173.01 |
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| Union Pacific Corporation (UNP) | 1.0 | $5.5M | +3% | 22k | 245.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $5.3M | +5% | 105k | 50.17 |
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| NVIDIA Corporation (NVDA) | 1.0 | $5.2M | 5.8k | 903.58 |
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| Intercontinental Exchange (ICE) | 0.9 | $4.7M | +3% | 34k | 137.43 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $4.6M | +4% | 9.2k | 504.60 |
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| Advanced Micro Devices (AMD) | 0.8 | $4.5M | +3% | 25k | 180.49 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $4.4M | 21k | 208.27 |
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| S&p Global (SPGI) | 0.8 | $4.3M | +3% | 10k | 425.46 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $4.1M | 31k | 131.24 |
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| Fiserv (FI) | 0.8 | $4.1M | +6% | 26k | 159.82 |
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| Devon Energy Corporation (DVN) | 0.8 | $4.0M | +9% | 81k | 50.18 |
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| Pioneer Natural Resources (PXD) | 0.8 | $4.0M | +6% | 15k | 262.50 |
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| Iqvia Holdings (IQV) | 0.7 | $4.0M | +5% | 16k | 252.89 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $3.8M | +12% | 88k | 43.35 |
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| Inhibrx (INBX) | 0.7 | $3.5M | -18% | 100k | 34.96 |
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| Diageo Spon Adr New (DEO) | 0.6 | $3.4M | +14% | 23k | 148.74 |
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| Edwards Lifesciences (EW) | 0.6 | $2.9M | +11% | 31k | 95.56 |
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| Bank of America Corporation (BAC) | 0.5 | $2.9M | 76k | 37.92 |
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| Steris Shs Usd (STE) | 0.5 | $2.7M | +5% | 12k | 224.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | 18k | 152.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.5M | 7.4k | 337.03 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $2.5M | 64k | 38.88 |
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| American Tower Reit (AMT) | 0.5 | $2.4M | +2% | 12k | 197.60 |
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| Amgen (AMGN) | 0.4 | $2.3M | -2% | 8.0k | 284.32 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.3M | -4% | 14k | 158.20 |
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| Pepsi (PEP) | 0.4 | $2.2M | 13k | 175.01 |
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| Air Products & Chemicals (APD) | 0.4 | $2.2M | -5% | 9.0k | 242.27 |
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| Lauder Estee Cos Cl A (EL) | 0.4 | $2.1M | +6% | 14k | 154.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $2.0M | 24k | 84.44 |
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| Broadcom (AVGO) | 0.3 | $1.8M | 1.4k | 1325.88 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | +200% | 30k | 60.17 |
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| Lowe's Companies (LOW) | 0.3 | $1.6M | 6.4k | 254.72 |
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| Raymond James Financial (RJF) | 0.3 | $1.6M | +4% | 13k | 128.42 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.6M | 97k | 16.37 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $1.6M | +6% | 19k | 85.06 |
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| Procter & Gamble Company (PG) | 0.3 | $1.6M | 9.7k | 162.25 |
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| Enterprise Products Partners (EPD) | 0.3 | $1.5M | 53k | 29.18 |
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| Honeywell International (HON) | 0.3 | $1.5M | 7.1k | 205.24 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $1.4M | 5.2k | 270.54 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | 2.9k | 481.57 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.3M | 2.9k | 454.92 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.5k | 281.96 |
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| Sitio Royalties Corp Class A Com (STR) | 0.2 | $1.3M | 51k | 24.72 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.2M | 9.2k | 135.06 |
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| Chubb (CB) | 0.2 | $1.2M | 4.6k | 259.10 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | -2% | 7.5k | 157.75 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | 23k | 49.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.2M | +4% | 5.6k | 205.72 |
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| Coca-Cola Company (KO) | 0.2 | $1.2M | -5% | 19k | 61.18 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 36.03 |
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| International Business Machines (IBM) | 0.2 | $1.1M | 5.7k | 190.95 |
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| Qualcomm (QCOM) | 0.2 | $1.0M | 6.1k | 169.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | +28% | 4.0k | 259.92 |
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| Meta Platforms Cl A (META) | 0.2 | $1.0M | 2.1k | 485.60 |
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| Motorola Solutions Com New (MSI) | 0.2 | $994k | 2.8k | 354.94 |
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| Analog Devices (ADI) | 0.2 | $987k | 5.0k | 197.79 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $961k | 1.7k | 581.22 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $960k | 61k | 15.73 |
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| BlackRock (BLK) | 0.2 | $934k | 1.1k | 833.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $905k | 3.1k | 288.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $899k | -5% | 1.9k | 480.74 |
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| Nike CL B (NKE) | 0.2 | $874k | 9.3k | 93.98 |
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| Abbott Laboratories (ABT) | 0.2 | $860k | 7.6k | 113.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $814k | +12% | 1.8k | 444.13 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $795k | -10% | 8.1k | 97.53 |
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| Danaher Corporation (DHR) | 0.1 | $768k | 3.1k | 249.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $694k | 2.0k | 344.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $688k | 5.2k | 131.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $676k | 4.6k | 147.73 |
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| Automatic Data Processing (ADP) | 0.1 | $660k | 2.6k | 249.74 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $659k | 2.8k | 239.76 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $617k | 4.9k | 125.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $615k | -6% | 8.8k | 70.00 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $606k | 14k | 42.12 |
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| American Express Company (AXP) | 0.1 | $580k | 2.5k | 227.69 |
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| Cme (CME) | 0.1 | $572k | -5% | 2.7k | 215.26 |
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| Illinois Tool Works (ITW) | 0.1 | $557k | 2.1k | 268.33 |
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| TJX Companies (TJX) | 0.1 | $547k | 5.4k | 101.42 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $544k | -11% | 3.1k | 174.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $531k | 1.5k | 346.71 |
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| At&t (T) | 0.1 | $520k | 30k | 17.60 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $504k | 2.7k | 183.89 |
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| Palo Alto Networks (PANW) | 0.1 | $499k | +9% | 1.8k | 284.13 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $497k | +10% | 32k | 15.52 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $487k | 4.0k | 123.28 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $478k | 4.1k | 117.21 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $465k | 2.5k | 186.87 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $463k | 2.8k | 162.87 |
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| CVS Caremark Corporation (CVS) | 0.1 | $460k | 5.8k | 79.76 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $456k | 1.9k | 244.18 |
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| Republic Services (RSG) | 0.1 | $455k | -3% | 2.4k | 191.44 |
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| Diamondback Energy (FANG) | 0.1 | $445k | -4% | 2.2k | 198.17 |
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| Pfizer (PFE) | 0.1 | $430k | -14% | 16k | 27.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $426k | 3.1k | 136.05 |
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| Starwood Property Trust (STWD) | 0.1 | $425k | 21k | 20.33 |
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| Servicenow (NOW) | 0.1 | $412k | 540.00 | 762.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $399k | +4% | 1.7k | 235.79 |
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| Waste Management (WM) | 0.1 | $394k | 1.8k | 213.12 |
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| Zoetis Cl A (ZTS) | 0.1 | $388k | 2.3k | 169.21 |
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| Medtronic SHS (MDT) | 0.1 | $386k | 4.4k | 87.15 |
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| SM Energy (SM) | 0.1 | $385k | 7.7k | 49.85 |
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| United Parcel Service CL B (UPS) | 0.1 | $383k | -21% | 2.6k | 148.63 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $380k | 10k | 36.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $379k | 2.1k | 179.11 |
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| Caterpillar (CAT) | 0.1 | $372k | +2% | 1.0k | 366.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $372k | 2.2k | 169.37 |
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| Oneok (OKE) | 0.1 | $371k | 4.6k | 80.17 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $371k | 12k | 31.62 |
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| PNC Financial Services (PNC) | 0.1 | $370k | 2.3k | 161.60 |
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| Kla Corp Com New (KLAC) | 0.1 | $363k | 520.00 | 698.57 |
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| Oracle Corporation (ORCL) | 0.1 | $353k | 2.8k | 125.61 |
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| MercadoLibre (MELI) | 0.1 | $351k | 232.00 | 1511.96 |
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| ConocoPhillips (COP) | 0.1 | $345k | 2.7k | 127.28 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $342k | -6% | 3.6k | 94.61 |
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| Verizon Communications (VZ) | 0.1 | $340k | -13% | 8.1k | 41.96 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $337k | 1.6k | 205.93 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $319k | 14k | 22.95 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $314k | 1.3k | 247.77 |
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| Liberty Energy Com Cl A (LBRT) | 0.1 | $307k | 15k | 20.72 |
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| Block Cl A (SQ) | 0.1 | $299k | 3.5k | 84.58 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $296k | 21k | 13.98 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $291k | 3.8k | 76.36 |
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| Intel Corporation (INTC) | 0.1 | $291k | -9% | 6.6k | 44.17 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $282k | 16k | 17.32 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $282k | 3.5k | 80.63 |
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| CSX Corporation (CSX) | 0.1 | $278k | 7.5k | 37.07 |
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| Abbvie (ABBV) | 0.1 | $272k | 1.5k | 182.10 |
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| Applied Materials (AMAT) | 0.0 | $266k | 1.3k | 206.25 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $253k | NEW | 10k | 25.34 |
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| AutoZone (AZO) | 0.0 | $252k | 80.00 | 3151.65 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $252k | 2.6k | 96.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $251k | 2.3k | 110.53 |
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| EOG Resources (EOG) | 0.0 | $248k | -3% | 1.9k | 127.82 |
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| Nextera Energy (NEE) | 0.0 | $241k | 3.8k | 63.91 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $240k | 3.4k | 70.88 |
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| Equinix (EQIX) | 0.0 | $239k | 289.00 | 825.33 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $233k | 5.3k | 44.40 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $231k | 1.8k | 129.35 |
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| Canadian Natl Ry (CNI) | 0.0 | $224k | 1.7k | 131.71 |
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| Tesla Motors (TSLA) | 0.0 | $214k | -2% | 1.2k | 175.79 |
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| Sherwin-Williams Company (SHW) | 0.0 | $209k | NEW | 603.00 | 347.33 |
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| Crown Castle Intl (CCI) | 0.0 | $208k | 2.0k | 105.83 |
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| Ribbon Communication (RBBN) | 0.0 | $208k | 65k | 3.20 |
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| Aon Shs Cl A (AON) | 0.0 | $200k | NEW | 600.00 | 333.72 |
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| Invesco SHS (IVZ) | 0.0 | $179k | 11k | 16.59 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $146k | 18k | 8.16 |
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| Bgc Group Cl A (BGC) | 0.0 | $86k | 11k | 7.77 |
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| Propetro Hldg (PUMP) | 0.0 | $81k | 10k | 8.08 |
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| Reservoir Media (RSVR) | 0.0 | $79k | 10k | 7.93 |
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Past Filings by Meridian Wealth Advisors
SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018
- Meridian Wealth Advisors 2024 Q1 filed May 10, 2024
- Meridian Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Meridian Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Meridian Wealth Advisors 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Advisors 2023 Q1 filed May 2, 2023
- Meridian Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Meridian Wealth Advisors 2022 Q3 filed Oct. 19, 2022
- Meridian Wealth Advisors 2022 Q2 filed July 26, 2022
- Meridian Wealth Advisors 2022 Q1 filed May 12, 2022
- Meridian Wealth Advisors 2021 Q4 filed Feb. 2, 2022
- Meridian Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- Meridian Wealth Advisors 2021 Q2 filed Aug. 10, 2021
- Meridian Wealth Advisors 2020 Q4 restated filed May 7, 2021
- Meridian Wealth Advisors 2021 Q1 filed May 7, 2021
- Meridian Wealth Advisors 2020 Q4 filed Feb. 16, 2021
- Meridian Wealth Advisors 2020 Q3 filed Nov. 16, 2020