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CIK: 0001768095
Total reported value
$880.0M
$880.0M
175 檔
23.1%
As reported in its official Q4 2024 Form 13F filing, Meridian Wealth Advisors, LLC's tracked investment portfolio stood at $880.0M with 175 total positions.
During Q4 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.29% | +0.21% | +6.17% | |
| 2 | AESI | Atlas Energy Solutions Inc | Stock-Other | 9.80% | -0.16% | -0.05% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 5.54% | -2.22% | -0.89% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.05% | +1.23% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 3.86% | -1.32% | +11.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.82% | -0.30% | +3.81% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.29% | +0.01% | +0.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.27% | -0.03% | -0.68% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.03% | -0.07% | -0.10% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.05% | -18.85% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.14% | +8.38% | |
| 12 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.82% | -0.06% | — | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.79% | -0.10% | -1.63% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.23% | -0.34% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.49% | +0.22% | +7.21% | |
| 16 | ETN | Eaton Corporation plc | Stock-Industrials | 1.48% | +0.05% | -2.49% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | — | +2.21% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.36% | — | -2.78% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.04% | -1.38% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.20% | -0.03% | +0.57% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.09% | — | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.10% | +0.07% | +0.88% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.08% | -0.04% | -0.91% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.04% | -11.31% | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.06% | +0.01% | +1.09% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.95% | -0.12% | +2.24% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.94% | -0.01% | +1.02% | |
| 28 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.93% | -0.09% | -8.91% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.91% | -0.02% | -1.01% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.26% | +4.65% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.87% | — | -2.05% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.10% | -0.42% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.07% | +13.55% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.03% | -3.45% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.01% | +14.57% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.16% | -0.12% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.69% | -0.03% | EXIT | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.10% | +249.86% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.64% | -0.07% | -1.26% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.63% | -0.04% | +6.12% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.05% | -0.86% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.58% | -0.07% | -17.24% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +1.07% | +8.24% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.11% | -12.22% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.48% | +0.11% | +1030.34% | |
| 47 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.48% | -0.50% | -14.01% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | — | +0.07% | |
| 49 | STE | STERIS plc | Stock-Healthcare | 0.46% | — | -8.50% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.03% | +1.07% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AESI, XOM) accounted for 23.1% of total reported equity market value during Q4 2024.
During Q4 2024, Meridian Wealth Advisors, LLC's top holdings by market value included IVV (10.3%)、AESI (9.8%)、XOM (5.5%). The largest single position, IVV, represented 10.3% of total portfolio value.
In Q4 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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