Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Advisors, LLCInvestment ActivityMeridian Wealth Advisors, LLC has $632.48 million in total holdings as of June 30, 2025.Meridian Wealth Advisors, LLC owns shares of 180 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 6.89% of the portfolio was purchased this quarter.About 2.85% of the portfolio was sold this quarter.This quarter, Meridian Wealth Advisors, LLC has purchased 170 new stocks and bought additional shares in 54 stocks.Meridian Wealth Advisors, LLC sold shares of 61 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $67,566,519iShares Gold Trust $34,009,432Exxon Mobil $33,127,775ATLAS ENERGY SOLUTIONS INC $33,123,318Microsoft $28,059,166 Largest New Holdings this Quarter 464287101 - iShares S&P 100 ETF $14,424,555 Holding464287655 - iShares Russell 2000 ETF $1,035,786 Holding254687106 - Walt Disney $689,744 Holding85207H104 - SPROTT PHYSICAL GOLD TR $594,939 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $469,950 Holding Largest Purchases this Quarter iShares S&P 100 ETF 47,395 shares (about $14.42M)O'Reilly Automotive 68,193 shares (about $6.15M)3M 23,686 shares (about $3.61M)Broadcom 8,155 shares (about $2.25M)iShares Gold Trust 35,794 shares (about $2.23M) Largest Sales this Quarter Trane Technologies 11,296 shares (about $4.94M)ATLAS ENERGY SOLUTIONS INC 168,407 shares (about $2.25M)iShares Core S&P 500 ETF 2,913 shares (about $1.81M)Allstate 6,071 shares (about $1.22M)Walmart 12,052 shares (about $1.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$67,566,519$1,808,687 ▼-2.6%108,82010.7%ETFIAUiShares Gold Trust$34,009,432$2,232,112 ▲7.0%545,3735.4%FinanceXOMExxon Mobil$33,127,775$113,082 ▲0.3%307,3085.2%EnergyATLAS ENERGY SOLUTIONS INC$33,123,318$2,251,602 ▼-6.4%2,477,4365.2%COM NEWMSFTMicrosoft$28,059,166$280,040 ▲1.0%56,4114.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$20,370,730$390,485 ▼-1.9%32,9703.2%FinanceAAPLApple$19,953,143$256,052 ▲1.3%97,2523.2%Computer and TechnologyJPMJPMorgan Chase & Co.$16,746,064$166,408 ▲1.0%57,7632.6%FinanceOEFiShares S&P 100 ETF$14,424,555$14,424,555 ▲New Holding47,3952.3%ETFNVDANVIDIA$12,951,409$963,741 ▼-6.9%81,9762.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$12,857,239$151,866 ▲1.2%62,8192.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,836,443$1,368,813 ▲11.9%136,7472.0%ETFAMZNAmazon.com$12,039,026$147,211 ▲1.2%54,8751.9%Retail/WholesaleVOVanguard Mid-Cap ETF$11,376,734$1,109,243 ▲10.8%40,6561.8%ETFGOOGLAlphabet$10,988,424$478,991 ▲4.6%62,3531.7%Computer and TechnologyCOSTCostco Wholesale$10,836,755$132,651 ▲1.2%10,9471.7%Retail/WholesalePTLCPacer Trendpilot US Large Cap ETF$10,373,930$94,515 ▼-0.9%204,3721.6%ETFETNEaton$9,613,104$93,175 ▼-1.0%26,9281.5%IndustrialsVVisa$9,593,538$167,940 ▲1.8%27,0201.5%Business ServicesVEAVanguard FTSE Developed Markets ETF$8,239,411$1,615,945 ▲24.4%144,5261.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$7,176,995$67,414 ▼-0.9%12,6691.1%ETFMETAMeta Platforms$7,137,305$207,403 ▼-2.8%9,6701.1%Computer and TechnologyBRK.BBerkshire Hathaway$7,111,187$126,300 ▼-1.7%14,6391.1%FinanceORLYO'Reilly Automotive$6,575,885$6,146,235 ▲1,430.5%72,9601.0%Retail/WholesaleSPGIS&P Global$6,334,560$159,775 ▲2.6%12,0131.0%FinanceHDHome Depot$6,280,692$54,264 ▲0.9%17,1301.0%Retail/WholesaleWMTWalmart$6,202,542$1,178,438 ▼-16.0%63,4341.0%Retail/WholesaleAVGOBroadcom$5,865,079$2,247,954 ▲62.1%21,2770.9%Computer and TechnologyUNPUnion Pacific$5,702,335$9,433 ▼-0.2%24,7840.9%TransportationCRMSalesforce$5,686,834$274,321 ▲5.1%20,8550.9%Computer and TechnologyALLAllstate$5,617,160$1,222,155 ▼-17.9%27,9030.9%FinanceMCKMcKesson$5,205,235$210,320 ▲4.2%7,1030.8%MedicalXLKTechnology Select Sector SPDR Fund$5,002,297$59,256 ▼-1.2%19,7540.8%ETFLLYEli Lilly and Company$4,973,195$18,708 ▼-0.4%6,3800.8%MedicalTTTrane Technologies$4,896,195$4,940,809 ▼-50.2%11,1940.8%ConstructionAMDAdvanced Micro Devices$4,696,748$201,214 ▼-4.1%33,0990.7%Computer and TechnologyFIFiserv$4,684,207$52,413 ▲1.1%27,1690.7%Business ServicesMPCMarathon Petroleum$4,269,151$254,312 ▲6.3%25,7010.7%EnergyNXPINXP Semiconductors$4,198,369$335,607 ▼-7.4%19,2150.7%Computer and TechnologyMRKMerck & Co., Inc.$4,197,599$61,982 ▼-1.5%53,0270.7%MedicalUNHUnitedHealth Group$4,168,182$135,081 ▲3.3%13,3610.7%MedicalORealty Income$4,165,075$173,578 ▼-4.0%72,2980.7%FinanceSDYSPDR S&P Dividend ETF$4,117,732$124,870 ▲3.1%30,3380.7%ETFADBEAdobe$3,897,817$62,675 ▲1.6%10,0750.6%Computer and TechnologyMMM3M$3,836,905$3,605,957 ▲1,561.4%25,2030.6%Multi-Sector ConglomeratesAPDAir Products and Chemicals$3,681,345$87,154 ▼-2.3%13,0520.6%Basic MaterialsCMGChipotle Mexican Grill$3,451,428$366,547 ▼-9.6%61,4680.5%Retail/WholesaleGOOGAlphabet$3,205,134$202,228 ▼-5.9%18,0680.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,873,407$134,160 ▼-4.5%6,7680.5%ETFKOCocaCola$2,738,640$13,159 ▼-0.5%38,7090.4%Consumer StaplesDIVOAmplify CWP Enhanced Dividend Income ETF$2,697,846$126,587 ▼-4.5%63,4040.4%ETFIQVIQVIA$2,687,225$82,104 ▲3.2%17,0520.4%MedicalIBMInternational Business Machines$2,668,824$160,648 ▼-5.7%9,0540.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,625,969$2,863 ▲0.1%23,8510.4%ETFAMGNAmgen$2,293,562$13,682 ▲0.6%8,2140.4%MedicalVOOVanguard S&P 500 ETF$1,912,952$219,808 ▲13.0%3,3680.3%ETFRSPInvesco S&P 500 Equal Weight ETF$1,905,726$1,233,470 ▲183.5%10,4860.3%ETFGLDSPDR Gold Shares$1,803,984$21,338 ▲1.2%5,9180.3%FinanceCSQCalamos Strategic Total Return Fund$1,782,4490.0%97,7220.3%Financial ServicesQQQInvesco QQQ$1,766,171$384,454 ▲27.8%3,2020.3%FinanceHONHoneywell International$1,632,504$92,454 ▼-5.4%7,0100.3%Multi-Sector ConglomeratesJNJJohnson & Johnson$1,576,481$124,487 ▼-7.3%10,3210.2%MedicalMAMastercard$1,575,118$24,725 ▼-1.5%2,8030.2%Business ServicesRJFRaymond James Financial$1,557,3190.0%10,1540.2%FinanceVTWOVanguard Russell 2000 ETF$1,553,683$10,903 ▼-0.7%17,8130.2%ETFIYWiShares U.S. Technology ETF$1,508,489$65,843 ▼-4.2%8,7060.2%ManufacturingLOWLowe's Companies$1,503,134$72,772 ▲5.1%6,7750.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,387,413$76,589 ▼-5.2%4,5650.2%ETFCVXChevron$1,311,270$95,646 ▼-6.8%9,1580.2%EnergyVHTVanguard Health Care ETF$1,303,084$248 ▲0.0%5,2470.2%ETFEPDEnterprise Products Partners$1,282,2010.0%41,3480.2%EnergyETEnergy Transfer$1,267,7950.0%69,9280.2%EnergyMCDMcDonald's$1,241,991$33,599 ▼-2.6%4,2510.2%Retail/WholesaleADIAnalog Devices$1,177,513$256,116 ▼-17.9%4,9470.2%Computer and TechnologyBXBlackstone$1,127,833$299,908 ▲36.2%7,5400.2%FinanceBLACKROCK INC$1,103,062$25,189 ▼-2.2%1,0510.2%COMPTMCPacer Trendpilot US Mid Cap ETF$1,082,5710.0%31,0370.2%ETFPEPPepsiCo$1,076,524$221,828 ▼-17.1%8,1530.2%Consumer StaplesIWBiShares Russell 1000 ETF$1,069,9850.0%3,1510.2%ETFIWMiShares Russell 2000 ETF$1,035,786$1,035,786 ▲New Holding4,8000.2%FinanceABTAbbott Laboratories$1,028,081$27,338 ▼-2.6%7,5590.2%MedicalMSIMotorola Solutions$1,009,6230.0%2,4010.2%Computer and TechnologyLMTLockheed Martin$1,007,949$2,779 ▲0.3%2,1760.2%AerospaceCBChubb$986,508$84,309 ▼-7.9%3,4050.2%FinanceTAT&T$985,5520.0%34,0550.2%Computer and TechnologyPFEPfizer$934,282$6,836 ▼-0.7%38,5430.1%MedicalQCOMQUALCOMM$912,401$6,370 ▼-0.7%5,7290.1%Computer and TechnologyVUGVanguard Growth ETF$883,8140.0%2,0160.1%ETFPANWPalo Alto Networks$849,6650.0%4,1520.1%Computer and TechnologyCSCOCisco Systems$805,552$694 ▲0.1%11,6110.1%Computer and TechnologyAXPAmerican Express$800,0020.0%2,5080.1%FinanceADPAutomatic Data Processing$789,504$15,420 ▼-1.9%2,5600.1%Computer and TechnologyVVVanguard Large-Cap ETF$784,5750.0%2,7500.1%ETFRTXRTX$768,616$146 ▲0.0%5,2640.1%AerospacePGProcter & Gamble$721,951$98,310 ▼-12.0%4,5310.1%Consumer StaplesTJXTJX Companies$720,074$370 ▲0.1%5,8310.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$716,9260.0%3,1650.1%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$708,8340.0%4,8050.1%ETFORCLOracle$701,878$219 ▲0.0%3,2100.1%Computer and TechnologyDISWalt Disney$689,744$689,744 ▲New Holding5,5620.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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