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CIK: 0001768095
Total reported value
$880.0M
$880.0M
175 檔
21.2%
As reported in its official Q2 2024 Form 13F filing, Meridian Wealth Advisors, LLC's tracked investment portfolio stood at $880.0M with 175 total positions.
During Q2 2024, Meridian Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AESI | Atlas Energy Solutions Inc | Stock-Other | 9.52% | -0.16% | +25.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.21% | +0.21% | +2.86% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 6.49% | -2.22% | +19.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.30% | +0.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.05% | -4.03% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.21% | +0.01% | +7.55% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.15% | -1.32% | +8.35% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.05% | +2.87% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.17% | -0.07% | +1.73% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.04% | -0.10% | -0.94% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.03% | +2.39% | |
| 12 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.83% | -0.06% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.14% | +4.43% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.66% | -0.23% | +2.33% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.58% | +0.05% | +2.98% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 1.36% | — | +3.94% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.04% | +900.41% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.22% | -0.03% | -0.88% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.21% | +0.22% | +2.68% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | -0.03% | +5.02% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.07% | +3.69% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | — | +0.92% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.04% | +1.57% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.10% | -2.99% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.01% | -0.09% | +6.23% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | -0.02% | +7.06% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.26% | +3.30% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.93% | -0.03% | EXIT | |
| 29 | ALL | Allstate CORP | Stock-Financials | 0.91% | +0.01% | +0.35% | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.91% | -0.07% | -1.51% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 0.90% | -0.01% | +8.26% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.04% | +0.78% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.87% | -0.12% | +9.09% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.16% | +0.00% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | +1.07% | +3.01% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.73% | -0.07% | +2.85% | |
| 37 | DVN | Devon Energy CORP | Stock-Energy | 0.70% | — | +3.18% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.69% | — | +0.49% | |
| 39 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.61% | -0.50% | +2.42% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.60% | — | -2.48% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | — | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.56% | — | +32.68% | |
| 43 | STE | STERIS plc | Stock-Healthcare | 0.54% | — | +15.47% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.02% | — | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | -0.04% | +29.42% | |
| 46 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.53% | — | +3.47% | |
| 47 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.52% | — | +2.75% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.03% | +129.06% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | — | -1.56% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.05% | — |
According to official SEC Form 13F filings, Meridian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $880.0M across 175 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AESI, IVV, XOM) accounted for 21.2% of total reported equity market value during Q2 2024.
During Q2 2024, Meridian Wealth Advisors, LLC's top holdings by market value included AESI (9.5%)、IVV (9.2%)、XOM (6.5%). The largest single position, AESI, represented 9.5% of total portfolio value.
In Q2 2024, Meridian Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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