Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 2, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 175
- −1 vs. Q1 2024
- Portfolio value
- $560.7M
- +$28.3M (+5.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,677,490 | $53.4M | 9.5% | +548,620+25.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 94,383 | $51.6M | 9.2% | +2,623+2.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 316,090 | $36.4M | 6.5% | +52,590+20.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 53,462 | $23.9M | 4.3% | +373+0.7% | Added | History |
| AAPLApple Inc. | Stock | 99,637 | $21.0M | 3.7% | −4,181−4.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,086 | $18.0M | 3.2% | +2,324+7.6% | Added | History |
| IAUiShares Gold Trust | ETF | 401,495 | $17.6M | 3.1% | +30,943+8.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 69,972 | $13.5M | 2.4% | +1,950+2.9% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 66,773 | $12.2M | 2.2% | +1,135+1.7% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 135,923 | $11.4M | 2.0% | −1,286−0.9% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 56,232 | $11.4M | 2.0% | +1,311+2.4% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,249 | $10.3M | 1.8% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 54,317 | $9.89M | 1.8% | +2,303+4.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,925 | $9.29M | 1.7% | +249+2.3% | Added | History |
| ETNEaton Corp plc | Stock | 28,187 | $8.84M | 1.6% | +815+3.0% | Added | History |
| TTTrane Technologies plc | SHS | 23,253 | $7.65M | 1.4% | +881+3.9% | Added | History |
| NVDANVIDIA Corp | Stock | 58,014 | $7.17M | 1.3% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,793 | $6.85M | 1.2% | −113−0.9% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,998 | $6.78M | 1.2% | +730+2.7% | Added | – |
| MRKMerck & Co., Inc. | Stock | 54,189 | $6.71M | 1.2% | +2,591+5.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 13,070 | $6.66M | 1.2% | +465+3.7% | Added | History |
| VVisa Inc. | Stock | 25,140 | $6.60M | 1.2% | +228+0.9% | Added | History |
| HDHome Depot, Inc. | Stock | 18,306 | $6.30M | 1.1% | +283+1.6% | Added | History |
| LLYEli Lilly & Co | Stock | 6,900 | $6.25M | 1.1% | −213−3.0% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 5,355 | $5.66M | 1.0% | +314+6.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 23,896 | $5.41M | 1.0% | +1,575+7.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 108,575 | $5.37M | 1.0% | +3,469+3.3% | Added | – |
| ADBEAdobe Inc. | Stock | 9,413 | $5.23M | 0.9% | +226+2.5% | Added | History |
| ALLAllstate Corp | Stock | 32,030 | $5.11M | 0.9% | +111+0.3% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 29,447 | $5.11M | 0.9% | −452−1.5% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 37,063 | $5.07M | 0.9% | +2,827+8.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 19,369 | $4.98M | 0.9% | +150+0.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 10,985 | $4.90M | 0.9% | +915+9.1% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,332 | $4.83M | 0.9% | +10.0% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 25,581 | $4.15M | 0.7% | +748+3.0% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 32,301 | $4.11M | 0.7% | +896+2.9% | Added | – |
| DVNDevon Energy Corp | Stock | 83,189 | $3.94M | 0.7% | +2,566+3.2% | Added | History |
| FISVFiserv Inc | Stock | 25,775 | $3.84M | 0.7% | +125+0.5% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 16,107 | $3.41M | 0.6% | +381+2.4% | Added | History |
| CMCSAComcast Corp | Stock | 85,367 | $3.34M | 0.6% | −2,170−2.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 17,604 | $3.23M | 0.6% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 16,188 | $3.15M | 0.6% | +3,987+32.7% | Added | History |
| STESTERIS plc | SHS USD | 13,790 | $3.03M | 0.5% | +1,848+15.5% | Added | History |
| BACBank of America Corp | Stock | 75,485 | $3.00M | 0.5% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 11,604 | $2.99M | 0.5% | +2,638+29.4% | Added | History |
| DEODiageo PLC | SPON ADR NEW | 23,621 | $2.98M | 0.5% | +792+3.5% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 31,617 | $2.92M | 0.5% | +846+2.7% | Added | History |
| KOCoca Cola Co | Stock | 43,237 | $2.75M | 0.5% | +24,361+129.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,276 | $2.65M | 0.5% | −115−1.6% | Reduced | – |
| AMGNAmgen Inc | Stock | 8,008 | $2.50M | 0.4% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 64,054 | $2.48M | 0.4% | +240.0% | Added | – |
| AVGOBroadcom Inc. | Stock | 1,383 | $2.22M | 0.4% | +8+0.6% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,737 | $2.20M | 0.4% | +19+0.1% | Added | – |
| JNJJohnson & Johnson | Stock | 14,468 | $2.11M | 0.4% | +234+1.6% | Added | History |
| PGProcter & Gamble Co | Stock | 12,682 | $2.09M | 0.4% | +3,008+31.1% | Added | History |
| PEPPepsiCo Inc | Stock | 12,590 | $2.08M | 0.4% | −29−0.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 30,248 | $2.05M | 0.4% | +270+0.9% | Added | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $1.64M | 0.3% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 12,669 | $1.57M | 0.3% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18,732 | $1.54M | 0.3% | +100+0.5% | Added | – |
| ELEstee Lauder Companies Inc | CL A | 14,415 | $1.53M | 0.3% | +472+3.4% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 52,848 | $1.53M | 0.3% | −240.0% | Reduced | History |
| HONHoneywell International Inc | COM | 7,130 | $1.52M | 0.3% | +4+0.1% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,473 | $1.46M | 0.3% | +250+4.8% | Added | – |
| CVXChevron Corp | Stock | 9,294 | $1.45M | 0.3% | +1,836+24.6% | Added | History |
| LOWLowes Companies Inc | Stock | 6,444 | $1.42M | 0.3% | +10.0% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $1.39M | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 2,919 | $1.29M | 0.2% | +12+0.4% | Added | History |
| GLDSPDR Gold Trust | ETF | 5,861 | $1.26M | 0.2% | +231+4.1% | Added | History |
| QCOMQualcomm Inc | Stock | 6,149 | $1.22M | 0.2% | 00.0% | Unchanged | History |
| STRSitio Royalties Corp. | CLASS A COM | 50,571 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 4,661 | $1.19M | 0.2% | +92+2.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 6,860 | $1.19M | 0.2% | +1,121+19.5% | Added | History |
| MCDMcDonalds Corp | Stock | 4,538 | $1.16M | 0.2% | +41+0.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 5,010 | $1.14M | 0.2% | +20+0.4% | Added | History |
| PFEPfizer Inc | Stock | 39,436 | $1.10M | 0.2% | +23,958+154.8% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 2,844 | $1.10M | 0.2% | +45+1.6% | Added | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.08M | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,992 | $1.07M | 0.2% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 2,099 | $1.06M | 0.2% | +37+1.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,104 | $1.05M | 0.2% | +234+12.5% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 21,918 | $1.04M | 0.2% | −1,346−5.8% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $990.3K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $935.2K | 0.2% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,661 | $918.6K | 0.2% | +7+0.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 1,962 | $916.6K | 0.2% | −899−31.4% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,147 | $903.0K | 0.2% | +26+2.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,834 | $878.6K | 0.2% | +2+0.1% | Added | – |
| ABTAbbott Laboratories | Stock | 7,615 | $791.3K | 0.1% | +47+0.6% | Added | History |
| DHRDanaher Corp | Stock | 3,082 | $770.0K | 0.1% | +7+0.2% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $754.0K | 0.1% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 9,161 | $690.5K | 0.1% | −141−1.5% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $686.5K | 0.1% | 00.0% | Unchanged | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,605 | $671.2K | 0.1% | +30+0.7% | Added | – |
| TAT&T Inc. | Stock | 34,055 | $650.8K | 0.1% | +4,526+15.3% | Added | History |
| BXBlackstone Inc. | COM | 5,235 | $648.1K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 2,655 | $633.7K | 0.1% | +14+0.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,825 | $618.7K | 0.1% | +70+4.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 3,103 | $603.6K | 0.1% | −22−0.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 2,593 | $600.4K | 0.1% | +44+1.7% | Added | History |
Sold out since Q1 2024 (6)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 15,249 | $4.00M | 0.8% | History |
| INBXInhibrx Biosciences, Inc. | COM | 100,000 | $3.50M | 0.7% | History |
| INTCIntel Corp | Stock | 6,582 | $290.7K | 0.1% | History |
| SHWSherwin Williams Co | COM | 603 | $209.4K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 1,966 | $208.1K | <0.1% | History |
| AONAon plc | CL A | 600 | $200.2K | <0.1% | History |