- New Purchases: KMB, VTI, AMD, NVDA, SYF, VGT, BMY, MMC, RSP, SCHD, CCI, TOT, VOO, GE, MA, ZN,
- Added Positions: IAU, XOM, TLT, IWM, MTUM, XLK, IVV, USMV, MCD, TFC, IBM, SPY, UPS, CVX, MDY, INTC, CRM, MDLZ, VO, DIS, LLY, T, CVS, COST, EPD, GLD, BX, WMT, SYY, IWD,
- Reduced Positions: AAPL, CSCO, SM, JPM, BA, KRP, MSFT, BDX, ALL, ORLY, ACC, AMZN, BABA, VNOM, UNP, BLK, PXD, AVGO, HON, NXPI, MSI, BKNG, RTN, JNJ, IR, GOOG, CHK, IWF, MPC, ZTS, CB, IQV, V, VZ, VFC, IJR, VHT, PG, ADBE, BRK.B, KO, DEO, ETN, EL, LHX, LMT, MDT, MRK, PEP, PFE, RJF, NVS, MNRL, MMM,
- Sold Out: AMLP, USB,
For the details of Meridian Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/meridian+wealth+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Meridian Wealth Advisors, LLC- Exxon Mobil Corp (XOM) - 367,049 shares, 11.99% of the total portfolio. Shares added by 4.09%
- Apple Inc (AAPL) - 37,954 shares, 5.22% of the total portfolio. Shares reduced by 18.89%
- SPDR S&P 500 ETF Trust (SPY) - 31,869 shares, 4.80% of the total portfolio. Shares added by 1.33%
- iShares Edge MSCI Min Volatility USA ETF (USMV) - 151,612 shares, 4.66% of the total portfolio. Shares added by 2.68%
- Microsoft Corp (MSFT) - 51,039 shares, 3.77% of the total portfolio. Shares reduced by 1.58%
Meridian Wealth Advisors, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $171.49. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,970 shares as of .
New Purchase: Kimberly-Clark Corp (KMB)Meridian Wealth Advisors, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $129.36 and $141.6, with an estimated average price of $135.2. The stock is now traded at around $144.29. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,313 shares as of .
New Purchase: NVIDIA Corp (NVDA)Meridian Wealth Advisors, LLC initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $272.54. The impact to a portfolio due to this purchase was 0.11%. The holding were 996 shares as of .
New Purchase: Advanced Micro Devices Inc (AMD)Meridian Wealth Advisors, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $28.23 and $46.63, with an estimated average price of $37.13. The stock is now traded at around $53.89. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,000 shares as of .
New Purchase: Vanguard Information Technology ETF (VGT)Meridian Wealth Advisors, LLC initiated holding in Vanguard Information Technology ETF. The purchase prices were between $209.61 and $245.73, with an estimated average price of $229.58. The stock is now traded at around $270.64. The impact to a portfolio due to this purchase was 0.1%. The holding were 890 shares as of .
New Purchase: Synchrony Financial (SYF)Meridian Wealth Advisors, LLC initiated holding in Synchrony Financial. The purchase prices were between $31.4 and $37.76, with an estimated average price of $35.86. The stock is now traded at around $33.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,759 shares as of .
Added: Technology Select Sector SPDR Fund (XLK)Meridian Wealth Advisors, LLC added to a holding in Technology Select Sector SPDR Fund by 21.67%. The purchase prices were between $78.28 and $91.92, with an estimated average price of $85.83. The stock is now traded at around $101.79. The impact to a portfolio due to this purchase was 0.22%. The holding were 28,406 shares as of .
Added: McDonald's Corp (MCD)Meridian Wealth Advisors, LLC added to a holding in McDonald's Corp by 45.08%. The purchase prices were between $188.66 and $212.83, with an estimated average price of $198.14. The stock is now traded at around $217.46. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,862 shares as of .
Added: Truist Financial Corp (TFC)Meridian Wealth Advisors, LLC added to a holding in Truist Financial Corp by 25.04%. The purchase prices were between $50.81 and $56.72, with an estimated average price of $54.22. The stock is now traded at around $54.44. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,998 shares as of .
Added: International Business Machines Corp (IBM)Meridian Wealth Advisors, LLC added to a holding in International Business Machines Corp by 58.89%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $155.31. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,968 shares as of .
Added: United Parcel Service Inc (UPS)Meridian Wealth Advisors, LLC added to a holding in United Parcel Service Inc by 23.18%. The purchase prices were between $112.74 and $124.3, with an estimated average price of $118.44. The stock is now traded at around $105.54. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,976 shares as of .
Sold Out: Alerian MLP ETF (AMLP)Meridian Wealth Advisors, LLC sold out a holding in Alerian MLP ETF. The sale prices were between $7.68 and $8.83, with an estimated average price of $8.28.
Sold Out: U.S. Bancorp (USB)Meridian Wealth Advisors, LLC sold out a holding in U.S. Bancorp. The sale prices were between $52.38 and $60.68, with an estimated average price of $57.94.
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