MW

Meridian Wealth Advisors, LLC

13F
Meridian Wealth Advisors, LLC
Last update 2025-05-06 170 Stocks (6 new)
Value $589.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(10.66%)AESI(8.01%)XOM(6.18%)IAU(5.10%)AAPL(3.62%)
Summary Stock Picks Current Portfolio
Meridian Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
111,733
62,782.9
+5.42%
10.660
+0.55%
0.010
+19.67%
+7.80%
634,518.9
 
AESI
Atlas Energy Solutions Inc
2,645,843
47,201.8
-1.23%
8.010
-0.12%
2.140
-3.20%
-37.62%
1,659.2
Oil & Gas
XOM
Exxon Mobil Corp
306,259
36,423.4
-1.94%
6.180
-0.11%
0.010
+1.72%
+2.01%
464,449.8
Oil & Gas
IAU
iShares Gold Trust
509,579
30,044.8
+7.72%
5.100
+0.37%
0.070
+0.80%
+27.51%
47,693.5
 
AAPL
Apple Inc
96,004
21,325.4
-1.59%
3.620
-0.06%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
55,848
20,964.6
+1.71%
3.560
+0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SPY
SPDR S&P 500 ETF Trust
33,602
18,796.6
-1.18%
3.190
-0.04%
0.000
+19.57%
+7.72%
643,289.7
 
JPM
JPMorgan Chase & Co
57,189
14,028.4
-0.23%
2.380
-0.01%
0.000
+26.17%
+23.48%
800,897.6
Banks
VIG
Vanguard Dividend Appreciation FTF
62,077
12,042.4
-1.25%
2.040
-0.03%
0.010
+12.58%
+6.21%
89,349.2
 
USMV
iShares MSCI USA Min Vol Factor ETF
122,165
11,442.0
+0.11%
1.940
0%
0.050
+3.59%
+5.42%
23,553.1
 

Meridian Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Meridian Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICE
Intercontinental Exchange Inc
2025-03-31
Reduce
Reduce
-0.90%
●
142.8 ($163.84) 176.36
$180.72
10.30%
Reduce -96.23%
1,442
-36,801
MCK
McKesson Corp
2025-03-31
New Buy
New Buy
+0.78%
●
566.21 ($618.25) 672.99
$709.80
14.81%
New holding
6,816
6,816
WMT
Walmart Inc
2025-03-31
Add
Add
+0.71%
●
84.5 ($93.81) 105.05
$95.05
1.32%
Add 167.92%
75,486
47,311
PG
Procter & Gamble Co
2025-03-31
Reduce
Reduce
-0.67%
●
158.56 ($167.49) 176.26
$155.10
-7.40%
Reduce -82.44%
5,148
-24,169
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.55%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 5.42%
111,733
5,746
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.55%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 52.05%
88,076
30,150
STE
Steris PLC
2025-03-31
Sold Out
Sold Out
-0.46%
●
202.46 ($219.95) 232.74
$225.58
2.56%
Sold Out
0
-13,611
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.39%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -59.58%
2,981
-4,394
IAU
iShares Gold Trust
2025-03-31
Add
Add
+0.37%
●
49.74 ($54.09) 58.96
$63.13
16.71%
Add 7.72%
509,579
36,527
O
Realty Income Corp
2025-03-31
Add
Add
+0.28%
●
51.67 ($55.35) 58.49
$56.47
2.02%
Add 62.35%
75,311
28,923

Meridian Wealth Advisors, LLC Total Holding History ($B)

To

Meridian Wealth Advisors, LLC's Asset Allocation

To

Meridian Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridian Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Meridian Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Meridian Wealth Advisors, LLC's Holdings Heat Map

Size field:

Meridian Wealth Advisors, LLC's Holdings Bubble Chart

Meridian Wealth Advisors, LLC News

  • 1

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