Meridian Wealth Advisors, LLC Buys iShares Core S&P 500 ETF, Exxon Mobil Corp, Apple Inc, Sells Schwab Short-Term U.S. Treasury ETF, Schwab U.S. Large-Cap ETF, iShares National Muni Bond ETF

Author's Avatar
insider
May 08, 2021
Article's Main Image
Investment company Meridian Wealth Advisors, LLC (Current Portfolio) buys iShares Core S&P 500 ETF, Exxon Mobil Corp, Apple Inc, S&P 500 ETF TRUST ETF, Microsoft Corp, sells Schwab Short-Term U.S. Treasury ETF, Schwab U.S. Large-Cap ETF, iShares National Muni Bond ETF, iShares Core MSCI Total International Stock ETF, Schwab U.S. Broad Market ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Meridian Wealth Advisors, LLC. As of 2021Q1, Meridian Wealth Advisors, LLC owns 181 stocks with a total value of $298 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. iShares Core S&P 500 ETF (IVV) - 60,091 shares, 8.01% of the total portfolio. Shares added by 3990.61%
  2. Exxon Mobil Corp (XOM) - 308,472 shares, 5.77% of the total portfolio. Shares added by 1672.11%
  3. Apple Inc (AAPL) - 118,219 shares, 4.84% of the total portfolio. Shares added by 2247.01%
  4. Microsoft Corp (MSFT) - 51,558 shares, 4.07% of the total portfolio. Shares added by 1275.98%
  5. S&P 500 ETF TRUST ETF (SPY) - 30,545 shares, 4.06% of the total portfolio. Shares added by 3371.02%
New Purchase: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Meridian Wealth Advisors, LLC initiated holding in BTC iShares MSCI USA Momentum Factor ETF. The purchase prices were between $149.91 and $177.94, with an estimated average price of $165.25. The stock is now traded at around $168.720000. The impact to a portfolio due to this purchase was 2.94%. The holding were 54,480 shares as of 2021-03-31.

New Purchase: iShares Gold Trust (IAU)

Meridian Wealth Advisors, LLC initiated holding in iShares Gold Trust. The purchase prices were between $16.02 and $18.59, with an estimated average price of $17.09. The stock is now traded at around $17.450000. The impact to a portfolio due to this purchase was 2.67%. The holding were 490,224 shares as of 2021-03-31.

New Purchase: Pacer Trendpilot US Large Cap ETF (PTLC)

Meridian Wealth Advisors, LLC initiated holding in Pacer Trendpilot US Large Cap ETF. The purchase prices were between $32.23 and $34.74, with an estimated average price of $33.73. The stock is now traded at around $36.995000. The impact to a portfolio due to this purchase was 2.51%. The holding were 215,456 shares as of 2021-03-31.

New Purchase: SPDR Dividend ETF (SDY)

Meridian Wealth Advisors, LLC initiated holding in SPDR Dividend ETF. The purchase prices were between $103.04 and $119.03, with an estimated average price of $110.81. The stock is now traded at around $127.010000. The impact to a portfolio due to this purchase was 0.94%. The holding were 23,831 shares as of 2021-03-31.

New Purchase: BTC iShares Currency Hedged MSCI EAFE ETF (HEFA)

Meridian Wealth Advisors, LLC initiated holding in BTC iShares Currency Hedged MSCI EAFE ETF. The purchase prices were between $30.49 and $33.1, with an estimated average price of $31.87. The stock is now traded at around $33.980000. The impact to a portfolio due to this purchase was 0.81%. The holding were 73,458 shares as of 2021-03-31.

New Purchase: Eaton Corp PLC (ETN)

Meridian Wealth Advisors, LLC initiated holding in Eaton Corp PLC. The purchase prices were between $114.86 and $140.77, with an estimated average price of $128.83. The stock is now traded at around $147.520000. The impact to a portfolio due to this purchase was 0.8%. The holding were 17,250 shares as of 2021-03-31.

Added: iShares Core S&P 500 ETF (IVV)

Meridian Wealth Advisors, LLC added to a holding in iShares Core S&P 500 ETF by 3990.61%. The purchase prices were between $368.98 and $397.82, with an estimated average price of $385.98. The stock is now traded at around $423.730000. The impact to a portfolio due to this purchase was 7.81%. The holding were 60,091 shares as of 2021-03-31.

Added: Exxon Mobil Corp (XOM)

Meridian Wealth Advisors, LLC added to a holding in Exxon Mobil Corp by 1672.11%. The purchase prices were between $41.5 and $61.97, with an estimated average price of $52.4. The stock is now traded at around $62.430000. The impact to a portfolio due to this purchase was 5.44%. The holding were 308,472 shares as of 2021-03-31.

Added: Apple Inc (AAPL)

Meridian Wealth Advisors, LLC added to a holding in Apple Inc by 2247.01%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $130.210000. The impact to a portfolio due to this purchase was 4.63%. The holding were 118,219 shares as of 2021-03-31.

Added: S&P 500 ETF TRUST ETF (SPY)

Meridian Wealth Advisors, LLC added to a holding in S&P 500 ETF TRUST ETF by 3371.02%. The purchase prices were between $367.59 and $396.33, with an estimated average price of $384.57. The stock is now traded at around $422.120000. The impact to a portfolio due to this purchase was 3.94%. The holding were 30,545 shares as of 2021-03-31.

Added: Microsoft Corp (MSFT)

Meridian Wealth Advisors, LLC added to a holding in Microsoft Corp by 1275.98%. The purchase prices were between $212.25 and $244.99, with an estimated average price of $232.23. The stock is now traded at around $252.460000. The impact to a portfolio due to this purchase was 3.77%. The holding were 51,558 shares as of 2021-03-31.

Added: Vanguard Dividend Appreciation FTF (VIG)

Meridian Wealth Advisors, LLC added to a holding in Vanguard Dividend Appreciation FTF by 3906.29%. The purchase prices were between $136.56 and $148.03, with an estimated average price of $141.82. The stock is now traded at around $156.660000. The impact to a portfolio due to this purchase was 2.57%. The holding were 53,484 shares as of 2021-03-31.

Sold Out: Schwab Short-Term U.S. Treasury ETF (SCHO)

Meridian Wealth Advisors, LLC sold out a holding in Schwab Short-Term U.S. Treasury ETF. The sale prices were between $51.25 and $51.33, with an estimated average price of $51.3.

Sold Out: Schwab U.S. Large-Cap ETF (SCHX)

Meridian Wealth Advisors, LLC sold out a holding in Schwab U.S. Large-Cap ETF. The sale prices were between $89.8 and $96.67, with an estimated average price of $94.

Sold Out: iShares National Muni Bond ETF (MUB)

Meridian Wealth Advisors, LLC sold out a holding in iShares National Muni Bond ETF. The sale prices were between $114.92 and $117.49, with an estimated average price of $116.27.

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Meridian Wealth Advisors, LLC sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $67.31 and $72.38, with an estimated average price of $70.14.

Sold Out: Schwab U.S. Broad Market ETF (SCHB)

Meridian Wealth Advisors, LLC sold out a holding in Schwab U.S. Broad Market ETF. The sale prices were between $89.77 and $97.61, with an estimated average price of $94.59.

Sold Out: Schwab International Equity ETF (SCHF)

Meridian Wealth Advisors, LLC sold out a holding in Schwab International Equity ETF. The sale prices were between $35.74 and $38.15, with an estimated average price of $37.29.



Here is the complete portfolio of Meridian Wealth Advisors, LLC. Also check out:

1. Meridian Wealth Advisors, LLC's Undervalued Stocks
2. Meridian Wealth Advisors, LLC's Top Growth Companies, and
3. Meridian Wealth Advisors, LLC's High Yield stocks
4. Stocks that Meridian Wealth Advisors, LLC keeps buying
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.
Rating:
0 / 5 (0 votes)

Please Login to leave a comment

Author's Avatar

insider