Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 180
- +10 vs. Q1 2025
- Portfolio value
- $632.5M
- +$43.4M (+7.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 108,820 | $67.6M | 10.7% | −2,913−2.6% | Reduced | – |
| IAUiShares Gold Trust | ETF | 545,373 | $34.0M | 5.4% | +35,794+7.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 307,308 | $33.1M | 5.2% | +1,049+0.3% | Added | History |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,477,436 | $33.1M | 5.2% | −168,407−6.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 56,411 | $28.1M | 4.4% | +563+1.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,970 | $20.4M | 3.2% | −632−1.9% | Reduced | History |
| AAPLApple Inc. | Stock | 97,252 | $20.0M | 3.2% | +1,248+1.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 57,763 | $16.7M | 2.6% | +574+1.0% | Added | History |
| iShares S&P 100 ETF464287101 | ETF | 47,395 | $14.4M | 2.3% | +47,395 | New | – |
| NVDANVIDIA Corp | Stock | 81,976 | $13.0M | 2.0% | −6,100−6.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,819 | $12.9M | 2.0% | +742+1.2% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 136,747 | $12.8M | 2.0% | +14,582+11.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 54,875 | $12.0M | 1.9% | +671+1.2% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 40,656 | $11.4M | 1.8% | +3,964+10.8% | Added | – |
| GOOGLAlphabet Inc. | Stock | 62,353 | $11.0M | 1.7% | +2,718+4.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,947 | $10.8M | 1.7% | +134+1.2% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 204,372 | $10.4M | 1.6% | −1,862−0.9% | Reduced | – |
| ETNEaton Corp plc | Stock | 26,928 | $9.61M | 1.5% | −261−1.0% | Reduced | History |
| VVisa Inc. | Stock | 27,020 | $9.59M | 1.5% | +473+1.8% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 144,526 | $8.24M | 1.3% | +28,345+24.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,669 | $7.18M | 1.1% | −119−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 9,670 | $7.14M | 1.1% | −281−2.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,639 | $7.11M | 1.1% | −260−1.7% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 72,960 | $6.58M | 1.0% | +1,455+2.0% | AddedConverted for a 15-for-1 split | History |
| SPGIS&P Global Inc. | Stock | 12,013 | $6.33M | 1.0% | +303+2.6% | Added | History |
| HDHome Depot, Inc. | Stock | 17,130 | $6.28M | 1.0% | +148+0.9% | Added | History |
| WMTWalmart Inc. | Stock | 63,434 | $6.20M | 1.0% | −12,052−16.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 21,277 | $5.87M | 0.9% | +8,155+62.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 24,784 | $5.70M | 0.9% | −41−0.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 20,855 | $5.69M | 0.9% | +1,006+5.1% | Added | History |
| ALLAllstate Corp | Stock | 27,903 | $5.62M | 0.9% | −6,071−17.9% | Reduced | History |
| MCKMcKesson Corp | Stock | 7,103 | $5.21M | 0.8% | +287+4.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,754 | $5.00M | 0.8% | −234−1.2% | Reduced | – |
| LLYEli Lilly & Co | Stock | 6,380 | $4.97M | 0.8% | −24−0.4% | Reduced | History |
| TTTrane Technologies plc | SHS | 11,194 | $4.90M | 0.8% | −11,296−50.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 33,099 | $4.70M | 0.7% | −1,418−4.1% | Reduced | History |
| FISVFiserv Inc | Stock | 27,169 | $4.68M | 0.7% | +304+1.1% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 25,701 | $4.27M | 0.7% | +1,531+6.3% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 19,215 | $4.20M | 0.7% | −1,536−7.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 53,027 | $4.20M | 0.7% | −783−1.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 13,361 | $4.17M | 0.7% | +433+3.3% | Added | History |
| ORealty Income Corp | REIT | 72,298 | $4.17M | 0.7% | −3,013−4.0% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 30,338 | $4.12M | 0.7% | +920+3.1% | Added | – |
| ADBEAdobe Inc. | Stock | 10,075 | $3.90M | 0.6% | +162+1.6% | Added | History |
| MMM3M Co | Stock | 25,203 | $3.84M | 0.6% | +23,686+1,561.4% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 13,052 | $3.68M | 0.6% | −309−2.3% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 61,468 | $3.45M | 0.5% | −6,528−9.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 18,068 | $3.21M | 0.5% | −1,140−5.9% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,768 | $2.87M | 0.5% | −316−4.5% | Reduced | – |
| KOCoca Cola Co | Stock | 38,709 | $2.74M | 0.4% | −186−0.5% | Reduced | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 63,404 | $2.70M | 0.4% | −2,975−4.5% | Reduced | – |
| IQVIQVIA Holdings Inc. | Stock | 17,052 | $2.69M | 0.4% | +521+3.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 9,054 | $2.67M | 0.4% | −545−5.7% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,851 | $2.63M | 0.4% | +26+0.1% | Added | – |
| AMGNAmgen Inc | Stock | 8,214 | $2.29M | 0.4% | +49+0.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,368 | $1.91M | 0.3% | +387+13.0% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,486 | $1.91M | 0.3% | +6,787+183.5% | Added | – |
| GLDSPDR Gold Trust | ETF | 5,918 | $1.80M | 0.3% | +70+1.2% | Added | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,722 | $1.78M | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,202 | $1.77M | 0.3% | +697+27.8% | Added | – |
| HONHoneywell International Inc | COM | 7,010 | $1.63M | 0.3% | −397−5.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 10,321 | $1.58M | 0.2% | −815−7.3% | Reduced | History |
| MAMastercard Inc | Stock | 2,803 | $1.58M | 0.2% | −44−1.5% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 10,154 | $1.56M | 0.2% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 17,813 | $1.55M | 0.2% | −125−0.7% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,706 | $1.51M | 0.2% | −380−4.2% | Reduced | – |
| LOWLowes Companies Inc | Stock | 6,775 | $1.50M | 0.2% | +328+5.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,565 | $1.39M | 0.2% | −252−5.2% | Reduced | – |
| CVXChevron Corp | Stock | 9,158 | $1.31M | 0.2% | −668−6.8% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,247 | $1.30M | 0.2% | +10.0% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,348 | $1.28M | 0.2% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,928 | $1.27M | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 4,251 | $1.24M | 0.2% | −115−2.6% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 4,947 | $1.18M | 0.2% | −1,076−17.9% | Reduced | History |
| BXBlackstone Inc. | COM | 7,540 | $1.13M | 0.2% | +2,005+36.2% | Added | History |
| BLKBlackRock, Inc. | Stock | 1,051 | $1.10M | 0.2% | −24−2.2% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.08M | 0.2% | 00.0% | Unchanged | – |
| PEPPepsiCo Inc | Stock | 8,153 | $1.08M | 0.2% | −1,680−17.1% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,151 | $1.07M | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,800 | $1.04M | 0.2% | +4,800 | New | – |
| ABTAbbott Laboratories | Stock | 7,559 | $1.03M | 0.2% | −201−2.6% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 2,401 | $1.01M | 0.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 2,176 | $1.01M | 0.2% | +6+0.3% | Added | History |
| CBChubb Ltd | Stock | 3,405 | $986.5K | 0.2% | −291−7.9% | Reduced | History |
| TAT&T Inc. | Stock | 34,055 | $985.6K | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 38,543 | $934.3K | 0.1% | −282−0.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 5,729 | $912.4K | 0.1% | −40−0.7% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $883.8K | 0.1% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 4,152 | $849.7K | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 11,611 | $805.6K | 0.1% | +10+0.1% | Added | History |
| AXPAmerican Express Co | Stock | 2,508 | $800.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 2,560 | $789.5K | 0.1% | −50−1.9% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $784.6K | 0.1% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 5,264 | $768.6K | 0.1% | +10.0% | Added | History |
| PGProcter & Gamble Co | Stock | 4,531 | $722.0K | 0.1% | −617−12.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 5,831 | $720.1K | 0.1% | +3+0.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,165 | $716.9K | 0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,805 | $708.8K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,210 | $701.9K | 0.1% | +10.0% | Added | History |
| DISWalt Disney Co | Stock | 5,562 | $689.7K | 0.1% | +5,562 | New | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.