Meridian Wealth Advisors, LLC Buys Technology Select Sector SPDR Fund, Vanguard Total Stock Market ETF, Kimberly-Clark Corp, Sells Alerian MLP ETF, SM Energy Co, U.S. Bancorp

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Feb 13, 2020
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Investment company Meridian Wealth Advisors, LLC (Current Portfolio) buys Technology Select Sector SPDR Fund, Vanguard Total Stock Market ETF, Kimberly-Clark Corp, McDonald's Corp, NVIDIA Corp, sells Alerian MLP ETF, SM Energy Co, U.S. Bancorp, Boeing Co, Kimbell Royalty Partners LP during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Meridian Wealth Advisors, LLC. As of 2019Q4, Meridian Wealth Advisors, LLC owns 163 stocks with a total value of $214 million. These are the details of the buys and sells.

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
  1. Exxon Mobil Corp (XOM) - 367,049 shares, 11.99% of the total portfolio. Shares added by 4.09%
  2. Apple Inc (AAPL) - 37,954 shares, 5.22% of the total portfolio. Shares reduced by 18.89%
  3. SPDR S&P 500 ETF Trust (SPY) - 31,869 shares, 4.80% of the total portfolio. Shares added by 1.33%
  4. iShares Edge MSCI Min Volatility USA ETF (USMV) - 151,612 shares, 4.66% of the total portfolio. Shares added by 2.68%
  5. Microsoft Corp (MSFT) - 51,039 shares, 3.77% of the total portfolio. Shares reduced by 1.58%
New Purchase: Vanguard Total Stock Market ETF (VTI)

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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