Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 211
- +8 vs. Q4 2021
- Portfolio value
- $431.3M
- +$19.8M (+4.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 67,948 | $30.8M | 7.1% | +1,939+2.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 307,101 | $25.4M | 5.9% | −2,243−0.7% | Reduced | History |
| AAPLApple Inc. | Stock | 130,984 | $22.9M | 5.3% | +520+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 56,951 | $17.6M | 4.1% | +2,871+5.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,380 | $14.2M | 3.3% | +463+1.5% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 172,676 | $13.4M | 3.1% | +3,533+2.1% | Added | – |
| IAUiShares Gold Trust | ETF | 360,831 | $13.3M | 3.1% | +37,316+11.5% | Added | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 78,069 | $13.1M | 3.0% | +6,665+9.3% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 67,242 | $10.9M | 2.5% | +6,571+10.8% | Added | – |
| CVXChevron Corp | Stock | 50,627 | $8.24M | 1.9% | +3,309+7.0% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 205,929 | $8.00M | 1.9% | −1,861−0.9% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 2,388 | $7.79M | 1.8% | +488+25.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,263 | $6.29M | 1.5% | +236+11.6% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,726 | $6.24M | 1.4% | +550+4.5% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 37,462 | $5.95M | 1.4% | −449−1.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 43,666 | $5.95M | 1.4% | +5,771+15.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 10,634 | $5.42M | 1.3% | +1,088+11.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,876 | $5.20M | 1.2% | +7,207+49.1% | Added | – |
| DVNDevon Energy Corp | Stock | 84,398 | $4.99M | 1.2% | +1,482+1.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 8,412 | $4.84M | 1.1% | +1,114+15.3% | Added | History |
| HDHome Depot, Inc. | Stock | 15,927 | $4.77M | 1.1% | +1,383+9.5% | Added | History |
| VVisa Inc. | Stock | 20,930 | $4.64M | 1.1% | +2,736+15.0% | Added | History |
| UNPUnion Pacific Corp | Stock | 16,328 | $4.46M | 1.0% | +1,358+9.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,583 | $4.44M | 1.0% | +1,860+17.3% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 30,390 | $3.89M | 0.9% | −248−0.8% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 43,752 | $3.59M | 0.8% | +5,079+13.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,697 | $3.59M | 0.8% | +315+5.9% | Added | History |
| PXDPioneer Natural Resources Co | COM | 14,223 | $3.56M | 0.8% | +501+3.7% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 88,477 | $3.31M | 0.8% | +17,827+25.2% | Added | – |
| MPCMarathon Petroleum Corp | Stock | 36,785 | $3.15M | 0.7% | +1,592+4.5% | Added | History |
| ETNEaton Corp plc | Stock | 20,632 | $3.13M | 0.7% | +639+3.2% | Added | History |
| BACBank of America Corp | Stock | 75,682 | $3.12M | 0.7% | +1,412+1.9% | Added | History |
| ALLAllstate Corp | Stock | 22,525 | $3.12M | 0.7% | +1,623+7.8% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 15,043 | $3.06M | 0.7% | +2,144+16.6% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 88,324 | $3.00M | 0.7% | +3,940+4.7% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 22,654 | $2.99M | 0.7% | +1,485+7.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 25,123 | $2.96M | 0.7% | +2,254+9.9% | Added | History |
| JNJJohnson & Johnson | Stock | 15,967 | $2.83M | 0.7% | +2,279+16.6% | Added | History |
| ADBEAdobe Inc. | Stock | 6,193 | $2.82M | 0.7% | +2,196+54.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 13,264 | $2.82M | 0.7% | +1,681+14.5% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 4,070 | $2.79M | 0.6% | +309+8.2% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $2.73M | 0.6% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 9,824 | $2.67M | 0.6% | +1,269+14.8% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 10,940 | $2.53M | 0.6% | +1,161+11.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 6,117 | $2.51M | 0.6% | +6,117 | New | History |
| NVDANVIDIA Corp | Stock | 9,119 | $2.49M | 0.6% | +3,986+77.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 9,315 | $2.34M | 0.5% | +884+10.5% | Added | History |
| TTTrane Technologies plc | SHS | 14,226 | $2.17M | 0.5% | +1,270+9.8% | Added | History |
| AMGNAmgen Inc | Stock | 8,968 | $2.17M | 0.5% | +340+3.9% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,721 | $2.14M | 0.5% | −19−0.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 762 | $2.13M | 0.5% | +172+29.2% | Added | History |
| CMCSAComcast Corp | Stock | 44,955 | $2.10M | 0.5% | +6,682+17.5% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 24,266 | $2.01M | 0.5% | −2,699−10.0% | Reduced | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 112,750 | $1.98M | 0.5% | +10,000+9.7% | Added | History |
| WMTWalmart Inc. | Stock | 12,901 | $1.92M | 0.4% | +240+1.9% | Added | History |
| PEPPepsiCo Inc | Stock | 11,382 | $1.91M | 0.4% | +4,342+61.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 10,059 | $1.82M | 0.4% | −979−8.9% | Reduced | History |
| HONHoneywell International Inc | COM | 9,176 | $1.79M | 0.4% | +1,796+24.3% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,298 | $1.78M | 0.4% | −328−1.4% | Reduced | – |
| RJFRaymond James Financial Inc | COM | 15,516 | $1.71M | 0.4% | −800−4.9% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 10,667 | $1.69M | 0.4% | +1,203+12.7% | Added | History |
| KOCoca Cola Co | Stock | 25,538 | $1.58M | 0.4% | +2,994+13.3% | Added | History |
| LLYEli Lilly & Co | Stock | 5,380 | $1.54M | 0.4% | +1,175+27.9% | Added | History |
| PGProcter & Gamble Co | Stock | 9,831 | $1.50M | 0.3% | +2,878+41.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 26,903 | $1.50M | 0.3% | +1,287+5.0% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,375 | $1.49M | 0.3% | +730+27.6% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,254 | $1.49M | 0.3% | −804−6.7% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,774 | $1.39M | 0.3% | −1,094−13.9% | Reduced | – |
| VZVerizon Communications Inc | Stock | 27,189 | $1.39M | 0.3% | +1,738+6.8% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 26,383 | $1.33M | 0.3% | +4,950+23.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 5,776 | $1.28M | 0.3% | +117+2.1% | Added | History |
| ACCAmerican Campus Communities Inc | COM | 22,391 | $1.25M | 0.3% | −8,982−28.6% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 4,865 | $1.24M | 0.3% | −49−1.0% | Reduced | – |
| MCDMcDonalds Corp | Stock | 4,970 | $1.23M | 0.3% | +347+7.5% | Added | History |
| Vanguard Industrials ETF92204A603 | ETF | 5,960 | $1.16M | 0.3% | −348−5.5% | Reduced | – |
| PFEPfizer Inc | Stock | 22,367 | $1.16M | 0.3% | +4,273+23.6% | Added | History |
| ABTAbbott Laboratories | Stock | 9,662 | $1.14M | 0.3% | +1,041+12.1% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $1.13M | 0.3% | −650−5.6% | Reduced | – |
| EPDEnterprise Products Partners L.P. | Stock | 42,638 | $1.10M | 0.3% | +4,945+13.1% | Added | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.07M | 0.2% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 5,213 | $1.05M | 0.2% | +2,589+98.7% | Added | History |
| NKENIKE, Inc. | Stock | 7,757 | $1.04M | 0.2% | +2,106+37.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,491 | $1.04M | 0.2% | +1,741+22.5% | Added | History |
| KRPKimbell Royalty Partners, LP | UNIT | 62,625 | $1.02M | 0.2% | +20,475+48.6% | Added | History |
| MDTMedtronic plc | Stock | 9,127 | $1.01M | 0.2% | +1,957+27.3% | Added | History |
| MNRLMNRL Sub Inc. | CL A COM | 39,150 | $1.00M | 0.2% | −500−1.3% | Reduced | History |
| DISWalt Disney Co | Stock | 7,178 | $985.0K | 0.2% | +915+14.6% | Added | History |
| CBChubb Ltd | Stock | 4,554 | $974.0K | 0.2% | −194−4.1% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 7,757 | $966.0K | 0.2% | −3,019−28.0% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,747 | $936.0K | 0.2% | −71−1.9% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 6,814 | $903.0K | 0.2% | −204−2.9% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,167 | $892.0K | 0.2% | +250+27.3% | Added | History |
| CVSCVS Health Corp | Stock | 8,754 | $886.0K | 0.2% | +1,291+17.3% | Added | History |
| RTXRTX Corp | Stock | 8,848 | $877.0K | 0.2% | +3,777+74.5% | Added | History |
| QCOMQualcomm Inc | Stock | 5,731 | $876.0K | 0.2% | +1,900+49.6% | Added | History |
| INTCIntel Corp | Stock | 16,485 | $817.0K | 0.2% | +4,251+34.7% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 8,050 | $815.0K | 0.2% | +21+0.3% | Added | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,638 | $811.0K | 0.2% | +10.0% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $804.0K | 0.2% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 3,743 | $803.0K | 0.2% | +809+27.6% | Added | History |
Sold out since Q4 2021 (11)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| INFOIHS Markit Ltd. | SHS | 18,741 | $2.49M | 0.6% | History |
| iShares Tr464288687 | PFD AND INCM SEC | 30,166 | $1.19M | 0.3% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,250 | $283.0K | 0.1% | – |
| CMRCCommerce.com, Inc. | COM SER 1 | 7,330 | $259.0K | 0.1% | History |
| SYFSynchrony Financial | COM | 4,950 | $230.0K | 0.1% | History |
| SHWSherwin Williams Co | COM | 624 | $220.0K | 0.1% | History |
| DGXQuest Diagnostics Inc | COM | 1,251 | $216.0K | 0.1% | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,000 | $211.0K | 0.1% | – |
| GDGeneral Dynamics Corp | Stock | 980 | $204.0K | <0.1% | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,564 | $202.0K | <0.1% | – |
| Power & Digital Infra Acq Co739190106 | COM CL A | 13,085 | $143.0K | <0.1% | – |