Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.
- Positions
- 184
- No 13F data for Q4 2020
- Portfolio value
- $301.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 60,091 | $23.9M | 7.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 308,472 | $17.2M | 5.7% | – | – | History |
| AAPLApple Inc. | Stock | 118,219 | $14.4M | 4.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 51,558 | $12.2M | 4.0% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,545 | $12.1M | 4.0% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 170,461 | $11.8M | 3.9% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 54,480 | $8.76M | 2.9% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 490,224 | $7.97M | 2.6% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 53,484 | $7.87M | 2.6% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 215,456 | $7.49M | 2.5% | – | – | – |
| CVXChevron Corp | Stock | 64,074 | $6.71M | 2.2% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,295 | $5.38M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,674 | $5.18M | 1.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 32,862 | $5.00M | 1.7% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,460 | $4.58M | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,921 | $3.96M | 1.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 11,641 | $3.55M | 1.2% | – | – | History |
| VVisa Inc. | Stock | 15,361 | $3.25M | 1.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 8,695 | $3.23M | 1.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 23,831 | $2.81M | 0.9% | – | – | – |
| UNPUnion Pacific Corp | Stock | 12,619 | $2.78M | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,737 | $2.74M | 0.9% | – | – | History |
| BACBank of America Corp | Stock | 70,695 | $2.73M | 0.9% | – | – | History |
| AMGNAmgen Inc | Stock | 10,760 | $2.68M | 0.9% | – | – | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 73,458 | $2.42M | 0.8% | – | – | – |
| ETNEaton Corp plc | Stock | 17,250 | $2.38M | 0.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 30,402 | $2.34M | 0.8% | – | – | History |
| ACCAmerican Campus Communities Inc | COM | 54,100 | $2.33M | 0.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 7,483 | $2.18M | 0.7% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 6,000 | $2.12M | 0.7% | – | – | History |
| CRMSalesforce, Inc. | Stock | 9,895 | $2.10M | 0.7% | – | – | History |
| ALLAllstate Corp | Stock | 17,632 | $2.03M | 0.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 4,335 | $2.01M | 0.7% | – | – | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 57,262 | $1.99M | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,893 | $1.97M | 0.7% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 16,996 | $1.90M | 0.6% | – | – | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 10,452 | $1.86M | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 11,157 | $1.83M | 0.6% | – | – | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 102,750 | $1.77M | 0.6% | – | – | History |
| TTTrane Technologies plc | SHS | 10,549 | $1.75M | 0.6% | – | – | History |
| CMCSAComcast Corp | Stock | 31,457 | $1.70M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,742 | $1.69M | 0.6% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,931 | $1.69M | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 28,578 | $1.66M | 0.6% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 10,027 | $1.65M | 0.5% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 6,714 | $1.63M | 0.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 3,413 | $1.62M | 0.5% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 10,061 | $1.60M | 0.5% | – | – | History |
| AMTAmerican Tower Corp | REIT | 6,587 | $1.57M | 0.5% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 8,045 | $1.55M | 0.5% | – | – | History |
| GLDSPDR Gold Trust | ETF | 9,654 | $1.54M | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 11,293 | $1.53M | 0.5% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,542 | $1.53M | 0.5% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 3,022 | $1.53M | 0.5% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 15,580 | $1.51M | 0.5% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 6,654 | $1.47M | 0.5% | – | – | – |
| HONHoneywell International Inc | COM | 6,658 | $1.45M | 0.5% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 25,165 | $1.35M | 0.4% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 33,108 | $1.27M | 0.4% | – | – | – |
| RJFRaymond James Financial Inc | COM | 10,344 | $1.27M | 0.4% | – | – | History |
| Vanguard Industrials ETF92204A603 | ETF | 6,477 | $1.23M | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 22,881 | $1.18M | 0.4% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 13,716 | $1.15M | 0.4% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 12,640 | $1.11M | 0.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,811 | $1.06M | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,561 | $1.04M | 0.3% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,640 | $1.02M | 0.3% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 6,912 | $991.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 4,411 | $989.0K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 475 | $983.0K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 5,250 | $969.0K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 17,840 | $940.0K | 0.3% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 40,270 | $887.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 7,145 | $856.0K | 0.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 2,309 | $853.0K | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,947 | $847.0K | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,814 | $822.0K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,192 | $820.0K | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,659 | $766.0K | 0.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,370 | $756.0K | 0.3% | – | – | – |
| GMGeneral Motors Co | COM | 13,141 | $755.0K | 0.3% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $720.0K | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 5,687 | $714.0K | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,745 | $700.0K | 0.2% | – | – | History |
| iShares Global Clean Energy ETF464288224 | ETF | 28,568 | $694.0K | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 5,202 | $691.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,287 | $687.0K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 4,285 | $677.0K | 0.2% | – | – | History |
| RSGRepublic Services, Inc. | COM | 6,664 | $662.0K | 0.2% | – | – | History |
| CMECME Group Inc. | COM | 3,227 | $659.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 5,482 | $648.0K | 0.2% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,100 | $636.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 4,761 | $634.0K | 0.2% | – | – | History |
| SYYSysco Corp | Stock | 7,893 | $621.0K | 0.2% | – | – | History |
| KSUKansas City Southern | COM NEW | 2,341 | $618.0K | 0.2% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,185 | $605.0K | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 9,346 | $598.0K | 0.2% | – | – | History |
| BLKBlackRock, Inc. | COM | 790 | $596.0K | 0.2% | – | – | History |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 5,950 | $581.0K | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 2,965 | $560.0K | 0.2% | – | – | History |