Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Advisors, LLCInvestment ActivityMeridian Wealth Advisors, LLC has $589.04 million in total holdings as of March 31, 2025.Meridian Wealth Advisors, LLC owns shares of 170 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.63% of the portfolio was purchased this quarter.About 4.16% of the portfolio was sold this quarter.This quarter, Meridian Wealth Advisors, LLC has purchased 175 new stocks and bought additional shares in 57 stocks.Meridian Wealth Advisors, LLC sold shares of 63 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $62,782,904ATLAS ENERGY SOLUTIONS INC $47,201,837Exxon Mobil $36,423,380iShares Gold Trust $30,044,751Apple $21,325,413 Largest New Holdings this Quarter 58155Q103 - McKesson $4,587,189 Holding375558103 - Gilead Sciences $228,372 Holding88579Y101 - 3M $222,787 Holding464287432 - iShares 20+ Year Treasury Bond ETF $201,526 Holding26875P101 - EOG Resources $200,312 Holding Largest Purchases this Quarter McKesson 6,816 shares (about $4.59M)Walmart 47,311 shares (about $4.15M)NVIDIA 30,150 shares (about $3.27M)iShares Core S&P 500 ETF 5,746 shares (about $3.23M)iShares Gold Trust 36,527 shares (about $2.15M) Largest Sales this Quarter Intercontinental Exchange 36,801 shares (about $6.35M)Procter & Gamble 24,169 shares (about $4.12M)Vanguard S&P 500 ETF 4,394 shares (about $2.26M)American Tower 3,514 shares (about $764.70K)Exxon Mobil 6,071 shares (about $722.02K) 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$62,782,904$3,228,684 ▲5.4%111,73310.7%ETFATLAS ENERGY SOLUTIONS INC$47,201,837$587,953 ▼-1.2%2,645,8438.0%COM NEWXOMExxon Mobil$36,423,380$722,024 ▼-1.9%306,2596.2%EnergyIAUiShares Gold Trust$30,044,751$2,153,630 ▲7.7%509,5795.1%FinanceAAPLApple$21,325,413$344,302 ▼-1.6%96,0043.6%Computer and TechnologyMSFTMicrosoft$20,964,622$352,113 ▲1.7%55,8483.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$18,796,636$224,316 ▼-1.2%33,6023.2%FinanceJPMJPMorgan Chase & Co.$14,028,386$32,870 ▼-0.2%57,1892.4%FinanceVIGVanguard Dividend Appreciation ETF$12,042,387$151,895 ▼-1.2%62,0772.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,441,946$13,019 ▲0.1%122,1651.9%ETFPTLCPacer Trendpilot US Large Cap ETF$10,610,746$772 ▼0.0%206,2341.8%ETFAMZNAmazon.com$10,312,853$121,766 ▼-1.2%54,2041.8%Retail/WholesaleCOSTCostco Wholesale$10,226,457$66,203 ▲0.7%10,8131.7%Retail/WholesaleNVDANVIDIA$9,545,631$3,267,641 ▲52.0%88,0761.6%Computer and TechnologyVOVanguard Mid-Cap ETF$9,489,253$654,824 ▲7.4%36,6921.6%ETFVVisa$9,303,593$123,361 ▲1.3%26,5471.6%Business ServicesGOOGLAlphabet$9,221,887$142,577 ▲1.6%59,6351.6%Computer and TechnologyBRK.BBerkshire Hathaway$7,934,9090.0%14,8991.3%FinanceTTTrane Technologies$7,577,239$41,104 ▲0.5%22,4901.3%ConstructionETNEaton$7,390,729$46,483 ▲0.6%27,1891.3%IndustrialsALLAllstate$7,034,904$106,640 ▲1.5%33,9741.2%FinanceORLYO'Reilly Automotive$6,829,109$7,163 ▲0.1%4,7671.2%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$6,822,380$25,074 ▲0.4%12,7881.2%ETFUNHUnitedHealth Group$6,771,064$138,794 ▼-2.0%12,9281.1%MedicalWMTWalmart$6,626,937$4,153,446 ▲167.9%75,4861.1%Retail/WholesaleHDHome Depot$6,223,579$79,160 ▲1.3%16,9821.1%Retail/WholesaleSPGIS&P Global$5,949,967$103,146 ▲1.8%11,7101.0%Business ServicesFIFiserv$5,932,598$230,988 ▲4.1%26,8651.0%Business ServicesVEAVanguard FTSE Developed Markets ETF$5,905,493$239,562 ▲4.2%116,1811.0%ETFUNPUnion Pacific$5,864,739$142,218 ▲2.5%24,8251.0%TransportationMETAMeta Platforms$5,735,495$607,498 ▲11.8%9,9511.0%Computer and TechnologyCRMSalesforce$5,326,746$56,625 ▲1.1%19,8490.9%Computer and TechnologyLLYEli Lilly and Company$5,289,139$379,094 ▼-6.7%6,4040.9%MedicalMRKMerck & Co., Inc.$4,829,974$280,140 ▲6.2%53,8100.8%MedicalMCKMcKesson$4,587,189$4,587,189 ▲New Holding6,8160.8%MedicalORealty Income$4,368,804$1,677,828 ▲62.4%75,3110.7%FinanceXLKTechnology Select Sector SPDR Fund$4,127,219$73,302 ▲1.8%19,9880.7%ETFSDYSPDR S&P Dividend ETF$3,991,429$22,251 ▼-0.6%29,4180.7%ETFNXPINXP Semiconductors$3,943,940$1,267,132 ▲47.3%20,7510.7%Computer and TechnologyAPDAir Products and Chemicals$3,940,454$30,967 ▲0.8%13,3610.7%Basic MaterialsADBEAdobe$3,801,934$170,287 ▲4.7%9,9130.6%Computer and TechnologyAMDAdvanced Micro Devices$3,546,277$636,680 ▲21.9%34,5170.6%Computer and TechnologyMPCMarathon Petroleum$3,521,319$180,509 ▼-4.9%24,1700.6%EnergyCMGChipotle Mexican Grill$3,414,079$136,571 ▼-3.8%67,9960.6%Retail/WholesaleGOOGAlphabet$3,000,800$38,276 ▼-1.3%19,2080.5%Computer and TechnologyIQVIQVIA$2,914,415$310,288 ▲11.9%16,5310.5%MedicalKOCoca-Cola$2,785,653$280,463 ▼-9.1%38,8950.5%Consumer StaplesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,706,268$123,329 ▲4.8%66,3790.5%ETFIWFiShares Russell 1000 Growth ETF$2,558,0690.0%7,0840.4%ETFAMGNAmgen$2,543,686$312 ▲0.0%8,1650.4%MedicalIBMInternational Business Machines$2,386,791$723,571 ▲43.5%9,5990.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,211,717$2,321 ▲0.1%23,8250.4%ETFAVGOBroadcom$2,196,991$69,483 ▼-3.1%13,1220.4%Computer and TechnologyJNJJohnson & Johnson$1,846,803$83,915 ▼-4.3%11,1360.3%MedicalGLDSPDR Gold Shares$1,685,043$91,629 ▲5.8%5,8480.3%FinanceCVXChevron$1,643,807$18,904 ▲1.2%9,8260.3%EnergyCSQCalamos Strategic Total Return Fund$1,581,142$8,090 ▲0.5%97,7220.3%Financial ServicesHONHoneywell International$1,568,538$70,094 ▼-4.3%7,4070.3%Multi-Sector ConglomeratesMAMastercard$1,560,498$16,992 ▼-1.1%2,8470.3%Business ServicesVOOVanguard S&P 500 ETF$1,531,809$2,257,890 ▼-59.6%2,9810.3%ETFLOWLowe's Companies$1,503,748$233 ▲0.0%6,4470.3%Retail/WholesalePEPPepsiCo$1,474,362$224,910 ▼-13.2%9,8330.3%Consumer StaplesVTWOVanguard Russell 2000 ETF$1,446,730$137,108 ▼-8.7%17,9380.2%ETFEPDEnterprise Products Partners$1,411,6210.0%41,3480.2%EnergyRJFRaymond James$1,410,492$36,811 ▼-2.5%10,1540.2%FinanceVHTVanguard Health Care ETF$1,388,813$52,683 ▼-3.7%5,2460.2%ETFMCDMcDonald's$1,363,945$42,487 ▼-3.0%4,3660.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,323,880$48,646 ▼-3.5%4,8170.2%ETFETEnergy Transfer$1,299,962$68,783 ▲5.6%69,9280.2%EnergyIYWiShares U.S. Technology ETF$1,276,038$18,257 ▼-1.4%9,0860.2%ManufacturingADIAnalog Devices$1,214,750$76,842 ▼-5.9%6,0230.2%Computer and TechnologyQQQInvesco QQQ$1,174,746$312,797 ▲36.3%2,5050.2%FinanceCBChubb$1,116,057$28,385 ▼-2.5%3,6960.2%FinancePTMCPacer Trendpilot US Mid Cap ETF$1,073,8800.0%31,0370.2%ETFMSIMotorola Solutions$1,051,047$137,455 ▼-11.6%2,4010.2%Computer and TechnologyABTAbbott Laboratories$1,029,352$133 ▲0.0%7,7600.2%MedicalBLACKROCK INC$1,017,546$65,312 ▼-6.0%1,0750.2%COMPFEPfizer$983,826$17,510 ▼-1.7%38,8250.2%MedicalLMTLockheed Martin$969,511$2,681 ▲0.3%2,1700.2%AerospaceIWBiShares Russell 1000 ETF$966,5380.0%3,1510.2%ETFTAT&T$963,0750.0%34,0550.2%Computer and TechnologyQCOMQUALCOMM$886,176$6,144 ▲0.7%5,7690.2%Computer and TechnologyPGProcter & Gamble$877,371$4,119,110 ▼-82.4%5,1480.1%Consumer StaplesADPAutomatic Data Processing$797,434$1,222 ▼-0.2%2,6100.1%Business ServicesBXBlackstone$773,682$41,934 ▲5.7%5,5350.1%FinanceVUGVanguard Growth ETF$747,5730.0%2,0160.1%ETFCSCOCisco Systems$715,928$494 ▲0.1%11,6010.1%Computer and TechnologyTJXTJX Companies$709,830$365 ▲0.1%5,8280.1%Retail/WholesalePANWPalo Alto Networks$708,497$2,389 ▼-0.3%4,1520.1%Computer and TechnologyVVVanguard Large-Cap ETF$706,8320.0%2,7500.1%ETFRTXRTX$697,076$85,164 ▼-10.9%5,2630.1%AerospaceTMOThermo Fisher Scientific$693,739$129,392 ▼-15.7%1,3940.1%MedicalAXPAmerican Express$674,7780.0%2,5080.1%FinanceXLVHealth Care Select Sector SPDR Fund$666,536$5,840 ▼-0.9%4,5650.1%ETFRSPInvesco S&P 500 Equal Weight ETF$640,7780.0%3,6990.1%ETFDHRDanaher$630,3750.0%3,0750.1%MedicalXLIIndustrial Select Sector SPDR Fund$629,7910.0%4,8050.1%ETFCMECME Group$629,329$104,534 ▼-14.2%2,3720.1%FinanceXLFFinancial Select Sector SPDR Fund$626,7090.0%12,5820.1%ETFRSGRepublic Services$606,126$18,162 ▼-2.9%2,5030.1%Business ServicesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
