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CIK: 0001768095
Total reported value
$880.0M
$880.0M
186 檔
24.0%
As reported in its official Q3 2025 Form 13F filing, Meridian Wealth Advisors, LLC's tracked investment portfolio stood at $880.0M with 186 total positions.
In Q3 2025, Meridian Wealth Advisors, LLC displayed an active expansion posture, initiating 22 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.82% | +0.21% | +4.60% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.00% | -1.32% | +6.51% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 5.00% | -2.22% | +1.61% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.30% | +2.06% | |
| 5 | AESI | Atlas Energy Solutions Inc | Stock-Other | 3.95% | -0.16% | -1.14% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.05% | +2.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.11% | +0.01% | -0.15% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.03% | +3.33% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.24% | -0.10% | -0.02% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.04% | +1.34% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.15% | +0.14% | +0.02% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | -0.07% | -0.83% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.90% | -0.10% | +2.91% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | +0.22% | +9.77% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.05% | -1.58% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.59% | -0.06% | — | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -0.23% | +4.59% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.44% | +0.05% | +1.00% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.10% | +369.30% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | — | +1.83% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | +0.26% | +4.46% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.11% | -0.09% | -0.64% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.07% | +7.88% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.07% | -0.03% | +0.25% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.09% | -0.79% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | — | +129.31% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.04% | +1.02% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.17% | +4.42% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.11% | -5.65% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.94% | -0.07% | +55.46% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 0.85% | +0.01% | +0.36% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | -0.02% | +2.07% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | -0.12% | +0.80% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.80% | -0.16% | +2.56% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.16% | -0.38% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +1.07% | +2.63% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.03% | +75.03% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.04% | +1.40% | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.71% | -0.07% | +1.02% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.10% | +1.07% | |
| 41 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.68% | +0.11% | +8.80% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | — | -0.39% | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.66% | -0.02% | +5.87% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.05% | +4.39% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.03% | +2.71% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.07% | -4.62% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.61% | -0.01% | +9.43% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | -0.04% | +5.46% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.03% | EXIT | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.51% | — | +2.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +369.30% | Add |
| 2 | IAU | Ishares Gold Trust | +0.9% | +6.51% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | +2.06% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +0.6% | +129.31% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | +1.34% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.02% | Add |
| 7 | AVGO | Broadcom Inc | +0.6% | -5.65% | Add |
| 8 | MMM | 3m Co | +0.6% | +9.43% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +75.03% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +3.33% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.46% | Add |
| 12 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +55.46% | Add |
| 13 | VO | Vanguard Mid-cap ETF | +0.3% | +9.77% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +19.07% | Add |
| 15 | ETN | Eaton Corporation plc | +0.2% | +1.00% | Add |
| 16 | AMD | Advanced Micro Devices | +0.2% | +2.63% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.60% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +4.39% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +7.88% | Add |
| 20 | MPC | Marathon Petroleum CORP | +0.1% | +1.02% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +125.59% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | -0.38% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.96% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +32.44% | Add |
| 25 | BX | Blackstone Inc | +0.1% | +9.81% | Add |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +42.26% | Add |
| 27 | INFL | Horizon Kinetics Infl Benef | +0.1% | +37.89% | Add |
| 28 | INBX | Inhibrx Biosciences Inc | +0.1% | — | Unchanged |
| 29 | ORCL | Oracle CORP | 0% | -5.98% | Trim |
| 30 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 32 | TSLA | Tesla Inc | 0% | +18.06% | Add |
| 33 | TLT | Ishares 20+ Year Treasury Bd | 0% | +6.18% | Add |
| 34 | SGDM | Sprott Gold Miners ETF | 0% | — | Unchanged |
| 35 | MCK | Mckesson CORP | 0% | +2.56% | Add |
| 36 | IYW | Ishares Ustechnology ETF | 0% | — | Trim |
| 37 | KLAC | Kla CORP | 0% | +1.35% | Add |
| 38 | NXPI | NXP Semiconductors N.V. | 0% | +8.80% | Add |
| 39 | RJF | Raymond James Financial Inc | 0% | +0.61% | Add |
| 40 | BLK | Blackrock Inc | 0% | +4.00% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 42 | IWB | Ishares Russell 1000 ETF | 0% | +1.08% | Add |
| 43 | RTX | Rtx CORP | 0% | +0.02% | Add |
| 44 | PANW | Palo Alto Networks Inc | 0% | +4.82% | Add |
| 45 | AXP | American Express Co | 0% | -1.75% | Trim |
| 46 | ABBV | Abbvie Inc | 0% | +29.93% | Add |
| 47 | BAC | Bank Of America CORP | 0% | +2.22% | Add |
| 48 | ICLN | Ishares Global Clean Energy | 0% | — | Unchanged |
| 49 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | — | Unchanged |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | +5.39% | Trim |
According to official SEC Form 13F filings, Meridian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $880.0M across 186 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IAU, XOM) accounted for 24.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
OEF
市值: $15.8M
Top Position Liquidated / Trimmed
SB9
前期市值: $451.2K
During Q3 2025, Meridian Wealth Advisors, LLC's top holdings by market value included IVV (10.8%)、IAU (6.0%)、XOM (5.0%). The largest single position, IVV, represented 10.8% of total portfolio value.
In Q3 2025, Meridian Wealth Advisors, LLC made 162 total portfolio adjustments, initiating 22 new buys, adding to 76 positions, trimming 58 holdings, and fully liquidating 6 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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