Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 175
- −1 vs. Q3 2024
- Portfolio value
- $606.3M
- +$8.27M (+1.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 105,987 | $62.4M | 10.3% | +6,163+6.2% | Added | – |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,678,800 | $59.4M | 9.8% | −1,346−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 312,330 | $33.6M | 5.5% | −2,812−0.9% | Reduced | History |
| AAPLApple Inc. | Stock | 97,554 | $24.4M | 4.0% | +1,185+1.2% | Added | History |
| IAUiShares Gold Trust | ETF | 473,052 | $23.4M | 3.9% | +47,110+11.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 54,910 | $23.1M | 3.8% | +2,014+3.8% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,003 | $19.9M | 3.3% | +150.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 57,323 | $13.7M | 2.3% | −392−0.7% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,860 | $12.3M | 2.0% | −64−0.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 54,844 | $12.0M | 2.0% | −12,737−18.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 58,713 | $11.1M | 1.8% | +4,542+8.4% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,249 | $11.0M | 1.8% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 122,026 | $10.8M | 1.8% | −2,019−1.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 10,743 | $9.84M | 1.6% | −37−0.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 34,160 | $9.02M | 1.5% | +2,298+7.2% | Added | – |
| ETNEaton Corp plc | Stock | 27,018 | $8.97M | 1.5% | −690−2.5% | Reduced | History |
| VVisa Inc. | Stock | 26,195 | $8.28M | 1.4% | +566+2.2% | Added | History |
| TTTrane Technologies plc | SHS | 22,368 | $8.26M | 1.4% | −639−2.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 57,926 | $7.78M | 1.3% | −810−1.4% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,741 | $7.26M | 1.2% | +72+0.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,899 | $6.75M | 1.1% | +14,899 | New | History |
| UNHUnitedHealth Group Inc | Stock | 13,193 | $6.67M | 1.1% | +115+0.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 19,638 | $6.57M | 1.1% | −180−0.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 16,766 | $6.52M | 1.1% | −2,137−11.3% | Reduced | History |
| ALLAllstate Corp | Stock | 33,459 | $6.45M | 1.1% | +362+1.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 11,507 | $5.73M | 0.9% | +252+2.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 38,243 | $5.70M | 0.9% | +388+1.0% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 4,762 | $5.65M | 0.9% | −466−8.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 24,223 | $5.52M | 0.9% | −246−1.0% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 111,468 | $5.33M | 0.9% | +4,952+4.6% | Added | – |
| FISVFiserv Inc | Stock | 25,819 | $5.30M | 0.9% | −541−2.1% | Reduced | History |
| LLYEli Lilly & Co | Stock | 6,863 | $5.30M | 0.9% | −29−0.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 8,897 | $5.21M | 0.9% | +1,062+13.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 50,689 | $5.04M | 0.8% | −1,809−3.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 29,317 | $4.91M | 0.8% | +3,729+14.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,633 | $4.57M | 0.8% | −24−0.1% | Reduced | – |
| CMGChipotle Mexican Grill Inc | COM | 70,716 | $4.26M | 0.7% | +70,716 | New | History |
| ADBEAdobe Inc. | Stock | 9,469 | $4.21M | 0.7% | −148−1.5% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,375 | $3.97M | 0.7% | +5,267+249.9% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 29,582 | $3.91M | 0.6% | −379−1.3% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 13,256 | $3.84M | 0.6% | +765+6.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 19,453 | $3.70M | 0.6% | −168−0.9% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 25,409 | $3.54M | 0.6% | −5,292−17.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 28,320 | $3.42M | 0.6% | +2,157+8.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 13,537 | $3.14M | 0.5% | −1,884−12.2% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 14,084 | $2.93M | 0.5% | +12,838+1,030.3% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 14,771 | $2.90M | 0.5% | −2,407−14.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,084 | $2.84M | 0.5% | +5+0.1% | Added | – |
| STESTERIS plc | SHS USD | 13,611 | $2.80M | 0.5% | −1,265−8.5% | Reduced | History |
| KOCoca Cola Co | Stock | 42,811 | $2.67M | 0.4% | +455+1.1% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 63,354 | $2.56M | 0.4% | −225−0.4% | Reduced | – |
| WMTWalmart Inc. | Stock | 28,175 | $2.55M | 0.4% | −245−0.9% | Reduced | History |
| ORealty Income Corp | REIT | 46,388 | $2.48M | 0.4% | +46,388 | New | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,800 | $2.42M | 0.4% | +30+0.1% | Added | – |
| AMGNAmgen Inc | Stock | 8,164 | $2.13M | 0.4% | +54+0.7% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 19,638 | $1.75M | 0.3% | −95−0.5% | Reduced | – |
| HONHoneywell International Inc | COM | 7,738 | $1.75M | 0.3% | +130+1.7% | Added | History |
| PEPPepsiCo Inc | Stock | 11,333 | $1.72M | 0.3% | −936−7.6% | Reduced | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $1.72M | 0.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 11,642 | $1.68M | 0.3% | −1,148−9.0% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 10,419 | $1.62M | 0.3% | −1,675−13.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 6,446 | $1.59M | 0.3% | +10.0% | Added | History |
| MAMastercard Inc | Stock | 2,878 | $1.52M | 0.2% | +10.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 6,689 | $1.47M | 0.2% | −82−1.2% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $1.47M | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,994 | $1.45M | 0.2% | +377+8.2% | Added | – |
| CVXChevron Corp | Stock | 9,713 | $1.41M | 0.2% | −13−0.1% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,445 | $1.38M | 0.2% | −29−0.5% | Reduced | – |
| ADIAnalog Devices Inc | Stock | 6,404 | $1.36M | 0.2% | −138−2.1% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 5,530 | $1.34M | 0.2% | −244−4.2% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,502 | $1.31M | 0.2% | +51+1.1% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 66,228 | $1.30M | 0.2% | +5,174+8.5% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 41,348 | $1.30M | 0.2% | −11,000−21.0% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 2,715 | $1.26M | 0.2% | −150−5.2% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,144 | $1.17M | 0.2% | −24−2.1% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.14M | 0.2% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 2,164 | $1.05M | 0.2% | −5−0.2% | Reduced | History |
| PFEPfizer Inc | Stock | 39,516 | $1.05M | 0.2% | −959−2.4% | Reduced | History |
| CBChubb Ltd | Stock | 3,790 | $1.05M | 0.2% | −212−5.3% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,151 | $1.02M | 0.2% | +8+0.3% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,838 | $939.8K | 0.2% | +3+0.2% | Added | – |
| BXBlackstone Inc. | COM | 5,235 | $902.6K | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 5,729 | $880.1K | 0.1% | −270−4.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,759 | $877.6K | 0.1% | +105+1.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,654 | $860.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $827.4K | 0.1% | 00.0% | Unchanged | – |
| AMTAmerican Tower Corp | REIT | 4,444 | $815.1K | 0.1% | −14,722−76.8% | Reduced | History |
| TAT&T Inc. | Stock | 34,055 | $775.4K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 2,614 | $765.2K | 0.1% | +3+0.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,166 | $758.0K | 0.1% | +556+15.4% | AddedConverted for a 2-for-1 split | History |
| AXPAmerican Express Co | Stock | 2,508 | $744.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $741.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,389 | $736.1K | 0.1% | +1,608+33.6% | Added | – |
| CMCSAComcast Corp | Stock | 19,232 | $721.8K | 0.1% | −74,435−79.5% | Reduced | History |
| DHRDanaher Corp | Stock | 3,075 | $705.9K | 0.1% | −109−3.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 5,825 | $703.7K | 0.1% | −42−0.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 11,593 | $686.3K | 0.1% | +192+1.7% | Added | History |
| RTXRTX Corp | Stock | 5,906 | $683.5K | 0.1% | −11−0.2% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,699 | $648.2K | 0.1% | +700+23.3% | Added | – |
| NKENIKE, Inc. | Stock | 8,525 | $645.1K | 0.1% | −824−8.8% | Reduced | History |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 9,033 | $596.1K | 0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,427 | $532.4K | 0.1% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 10,132 | $420.4K | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 862 | $222.1K | <0.1% | History |
| RBBNRibbon Communications Inc. | COM | 64,866 | $210.8K | <0.1% | History |
| MMM3M Co | Stock | 1,498 | $204.8K | <0.1% | History |