Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 26, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 195
- −16 vs. Q1 2022
- Portfolio value
- $376.1M
- −$55.2M (−12.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 90,997 | $34.5M | 9.2% | +23,049+33.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 332,299 | $28.5M | 7.6% | +25,198+8.2% | Added | History |
| AAPLApple Inc. | Stock | 119,448 | $16.3M | 4.3% | −11,536−8.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 58,036 | $14.9M | 4.0% | +1,085+1.9% | Added | History |
| IAUiShares Gold Trust | ETF | 372,675 | $12.8M | 3.4% | +11,844+3.3% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 175,066 | $12.3M | 3.3% | +2,390+1.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,411 | $9.96M | 2.6% | −4,969−15.8% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,810 | $9.01M | 2.4% | −4,432−6.6% | Reduced | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 205,929 | $7.74M | 2.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 50,327 | $7.29M | 1.9% | −300−0.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 53,208 | $5.65M | 1.5% | +5,448+11.4% | AddedConverted for a 20-for-1 split | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,974 | $5.37M | 1.4% | +248+1.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 10,321 | $5.30M | 1.4% | −313−2.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 47,032 | $5.30M | 1.4% | +3,366+7.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,285 | $4.98M | 1.3% | +22+1.0% | Added | History |
| HDHome Depot, Inc. | Stock | 17,643 | $4.84M | 1.3% | +1,716+10.8% | Added | History |
| DVNDevon Energy Corp | Stock | 86,249 | $4.75M | 1.3% | +1,851+2.2% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 38,489 | $4.57M | 1.2% | +8,099+26.7% | Added | – |
| VVisa Inc. | Stock | 22,660 | $4.46M | 1.2% | +1,730+8.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 47,026 | $4.29M | 1.1% | +3,274+7.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 8,912 | $4.27M | 1.1% | +500+5.9% | Added | History |
| UNPUnion Pacific Corp | Stock | 19,138 | $4.08M | 1.1% | +2,810+17.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 29,293 | $3.72M | 1.0% | −8,169−21.8% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,828 | $3.51M | 0.9% | −4,048−18.5% | Reduced | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 100,382 | $3.37M | 0.9% | +11,905+13.5% | Added | – |
| PXDPioneer Natural Resources Co | COM | 14,866 | $3.32M | 0.9% | +643+4.5% | Added | History |
| ALLAllstate Corp | Stock | 25,743 | $3.26M | 0.9% | +3,218+14.3% | Added | History |
| JNJJohnson & Johnson | Stock | 18,031 | $3.20M | 0.9% | +2,064+12.9% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 38,308 | $3.15M | 0.8% | +1,523+4.1% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 4,726 | $2.99M | 0.8% | +656+16.1% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 16,897 | $2.94M | 0.8% | +1,854+12.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,932 | $2.88M | 0.8% | +235+4.1% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 10,889 | $2.77M | 0.7% | +1,065+10.8% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 86,634 | $2.76M | 0.7% | −1,690−1.9% | Reduced | – |
| ETNEaton Corp plc | Stock | 21,601 | $2.72M | 0.7% | +969+4.7% | Added | History |
| AMTAmerican Tower Corp | REIT | 10,495 | $2.68M | 0.7% | +1,180+12.7% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 26,971 | $2.54M | 0.7% | +4,317+19.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 7,471 | $2.52M | 0.7% | +1,354+22.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 26,067 | $2.48M | 0.7% | +944+3.8% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 11,162 | $2.42M | 0.6% | +222+2.0% | Added | History |
| ADBEAdobe Inc. | Stock | 6,597 | $2.42M | 0.6% | +404+6.5% | Added | History |
| BACBank of America Corp | Stock | 74,789 | $2.33M | 0.6% | −893−1.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 13,875 | $2.29M | 0.6% | +611+4.6% | Added | History |
| LLYEli Lilly & Co | Stock | 6,995 | $2.27M | 0.6% | +1,615+30.0% | Added | History |
| PEPPepsiCo Inc | Stock | 13,365 | $2.23M | 0.6% | +1,983+17.4% | Added | History |
| TTTrane Technologies plc | SHS | 16,547 | $2.15M | 0.6% | +2,321+16.3% | Added | History |
| AMGNAmgen Inc | Stock | 8,718 | $2.12M | 0.6% | −250−2.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 933 | $2.04M | 0.5% | +171+22.4% | Added | History |
| CMCSAComcast Corp | Stock | 49,603 | $1.95M | 0.5% | +4,648+10.3% | Added | History |
| HONHoneywell International Inc | COM | 10,297 | $1.79M | 0.5% | +1,121+12.2% | Added | History |
| PGProcter & Gamble Co | Stock | 11,962 | $1.72M | 0.5% | +2,131+21.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 10,019 | $1.69M | 0.4% | −40−0.4% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,575 | $1.66M | 0.4% | −146−1.9% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 3,828 | $1.65M | 0.4% | +453+13.4% | Added | History |
| WMTWalmart Inc. | Stock | 13,504 | $1.64M | 0.4% | +603+4.7% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,591 | $1.58M | 0.4% | +2,844+75.9% | Added | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 119,250 | $1.56M | 0.4% | +6,500+5.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 10,950 | $1.51M | 0.4% | +283+2.7% | Added | History |
| MNRLMNRL Sub Inc. | CL A COM | 60,277 | $1.49M | 0.4% | +21,127+54.0% | Added | History |
| KRPKimbell Royalty Partners, LP | UNIT | 92,954 | $1.46M | 0.4% | +30,329+48.4% | Added | History |
| KOCoca Cola Co | Stock | 22,614 | $1.42M | 0.4% | −2,924−11.4% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,337 | $1.41M | 0.4% | +39+0.2% | Added | – |
| RJFRaymond James Financial Inc | COM | 15,716 | $1.41M | 0.4% | +200+1.3% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $1.39M | 0.4% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 25,715 | $1.35M | 0.4% | +3,348+15.0% | Added | History |
| MCDMcDonalds Corp | Stock | 5,327 | $1.31M | 0.3% | +357+7.2% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,236 | $1.29M | 0.3% | −18−0.2% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 25,397 | $1.27M | 0.3% | −986−3.7% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 29,724 | $1.27M | 0.3% | +2,821+10.5% | Added | History |
| VZVerizon Communications Inc | Stock | 24,122 | $1.22M | 0.3% | −3,067−11.3% | Reduced | History |
| ABTAbbott Laboratories | Stock | 10,880 | $1.18M | 0.3% | +1,218+12.6% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,016 | $1.18M | 0.3% | +151+3.1% | Added | – |
| LOWLowes Companies Inc | Stock | 6,630 | $1.16M | 0.3% | +1,417+27.2% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,257 | $1.11M | 0.3% | −8,009−33.0% | Reduced | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.07M | 0.3% | 00.0% | Unchanged | – |
| EPDEnterprise Products Partners L.P. | Stock | 42,638 | $1.04M | 0.3% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 10,369 | $997.0K | 0.3% | +1,521+17.2% | Added | History |
| NVDANVIDIA Corp | Stock | 6,412 | $972.0K | 0.3% | −2,707−29.7% | Reduced | History |
| CBChubb Ltd | Stock | 4,861 | $956.0K | 0.3% | +307+6.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,746 | $949.0K | 0.3% | +623+55.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,362 | $942.0K | 0.3% | +2,406+251.7% | Added | – |
| MAMastercard Inc | Stock | 2,977 | $939.0K | 0.2% | +1,041+53.8% | Added | History |
| QCOMQualcomm Inc | Stock | 7,097 | $907.0K | 0.2% | +1,366+23.8% | Added | History |
| RSGRepublic Services, Inc. | COM | 6,800 | $890.0K | 0.2% | −14−0.2% | Reduced | History |
| DHRDanaher Corp | Stock | 3,465 | $879.0K | 0.2% | +1,055+43.8% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $873.0K | 0.2% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 41,277 | $865.0K | 0.2% | +41,277 | New | History |
| ACCAmerican Campus Communities Inc | COM | 13,307 | $858.0K | 0.2% | −9,084−40.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,470 | $857.0K | 0.2% | +1,520+160.0% | Added | – |
| BLKBlackRock, Inc. | COM | 1,381 | $841.0K | 0.2% | +214+18.3% | Added | History |
| MDLZMondelez International, Inc. | Stock | 12,938 | $803.0K | 0.2% | +1,395+12.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,689 | $803.0K | 0.2% | +1,063+23.0% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 4,363 | $796.0K | 0.2% | +620+16.6% | Added | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,533 | $779.0K | 0.2% | +148+1.0% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,506 | $763.0K | 0.2% | −2,268−33.5% | Reduced | – |
| CMECME Group Inc. | COM | 3,628 | $743.0K | 0.2% | +253+7.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,581 | $733.0K | 0.2% | +90+0.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 4,990 | $729.0K | 0.2% | +2,186+78.0% | Added | History |
| STWDStarwood Property Trust, Inc. | COM | 32,500 | $679.0K | 0.2% | +20,000+160.0% | Added | History |
| INTCIntel Corp | Stock | 17,935 | $671.0K | 0.2% | +1,450+8.8% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| VTNRVertex Energy Inc. | COM | – | $210.0K |
Sold out since Q1 2022 (24)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 12,583 | $4.44M | 1.0% | History |
| Vanguard Total World Stock ETF922042742 | ETF | 8,050 | $815.0K | 0.2% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,638 | $811.0K | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,084 | $588.0K | 0.1% | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 17,602 | $586.0K | 0.1% | – |
| BANDBandwidth Inc. | COM CL A | 9,760 | $316.0K | 0.1% | History |
| MUMicron Technology Inc | Stock | 3,865 | $301.0K | 0.1% | History |
| VFCV F Corp | Stock | 5,117 | $291.0K | 0.1% | History |
| AMATApplied Materials Inc | Stock | 2,170 | $286.0K | 0.1% | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,386 | $268.0K | 0.1% | – |
| LINLinde PLC | SHS | 824 | $263.0K | 0.1% | History |
| DEDeere & Co | Stock | 620 | $258.0K | 0.1% | History |
| NXPINXP Semiconductors N.V. | COM | 1,289 | $239.0K | 0.1% | History |
| NFLXNetflix Inc | Stock | 628 | $235.0K | 0.1% | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,810 | $232.0K | 0.1% | – |
| CCitigroup Inc | Stock | 4,236 | $226.0K | 0.1% | History |
| ORCLOracle Corp | Stock | 2,710 | $224.0K | 0.1% | History |
| AROCArchrock, Inc. | COM | 23,800 | $220.0K | 0.1% | History |
| YUMYum Brands Inc | Stock | 1,837 | $218.0K | 0.1% | History |
| EQIXEquinix Inc | COM | 289 | $214.0K | <0.1% | History |
| MAAMid America Apartment Communities Inc. | COM | 1,000 | $209.0K | <0.1% | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 3,550 | $208.0K | <0.1% | – |
| SBUXStarbucks Corp | Stock | 2,231 | $203.0K | <0.1% | History |
| HBANHuntington Bancshares Inc | COM | 10,903 | $159.0K | <0.1% | History |