Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $482 Million
  • Q1 2024

Meridian Wealth Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $482 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.2M, Exxon Mobil Corp with a value of $30.6M, Microsoft Corp with a value of $22.3M, Apple Inc. with a value of $17.8M, and Spdr S&P 500 ETF Trust with a value of $16.1M.

Examining the 13F form we can see an increase of $48.4M in the current position value, from $433M to 482M.

Below you can find more details about Meridian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
ETFs: $169 Million
Technology: $74.9 Million
Energy: $51.1 Million
Financial Services: $45.1 Million
Healthcare: $41 Million
Consumer Cyclical: $30 Million
Industrials: $27.6 Million
Consumer Defensive: $20.9 Million
Other: $22.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.2 Million 10.01% of portfolio
91,760
Q1 2024 Added 1.9%
$480B
$30.6 Million 6.36% of portfolio
263,500
Q1 2024 Reduced 0.35%
$3.33T
$22.3 Million 4.64% of portfolio
53,089
Q1 2024 Added 1.16%
$3.38T
$17.8 Million 3.7% of portfolio
103,818
Q1 2024 Added 0.22%
$0
$16.1 Million 3.34% of portfolio
30,762
Q1 2024 Added 2.33%
$37.3B
$15.6 Million 3.23% of portfolio
370,552
Q1 2024 Added 0.81%
$1.97T
$12.3 Million 2.55% of portfolio
68,022
Q1 2024 Added 1.37%
$0
$12 Million 2.49% of portfolio
65,638
Q1 2024 Added 5.23%
$0
$11.5 Million 2.38% of portfolio
137,209
Q1 2024 Reduced 1.31%
$593B
$11 Million 2.28% of portfolio
54,921
Q1 2024 Added 3.57%
$0
$9.84 Million 2.04% of portfolio
206,249
Q1 2024 Added 0.24%
$125B
$8.56 Million 1.78% of portfolio
27,372
Q1 2024 Added 2.92%
$1.09T
$7.85 Million 1.63% of portfolio
52,014
Q1 2024 Added 2.47%
$376B
$7.82 Million 1.62% of portfolio
10,676
Q1 2024 Added 6.45%
$0
$7.18 Million 1.49% of portfolio
12,906
Q1 2024 Reduced 0.69%
$429B
$6.95 Million 1.44% of portfolio
24,912
Q1 2024 Added 4.02%
$0
$6.81 Million 1.41% of portfolio
27,268
Q1 2024 Added 4.07%
$314B
$6.81 Million 1.41% of portfolio
51,598
Q1 2024 Added 5.11%
$76.2B
$6.72 Million 1.39% of portfolio
22,372
Q1 2024 Added 3.61%
$476B
$6.24 Million 1.29% of portfolio
12,605
Q1 2024 Added 5.81%
$86.5B
$6.02 Million 1.25% of portfolio
29,899
Q1 2024 Added 3.03%
$257B
$5.79 Million 1.2% of portfolio
19,219
Q1 2024 Added 2.87%
$66.3B
$5.69 Million 1.18% of portfolio
5,041
Q1 2024 Added 4.98%
$860B
$5.53 Million 1.15% of portfolio
7,113
Q1 2024 Reduced 0.78%
$43.2B
$5.52 Million 1.15% of portfolio
31,919
Q1 2024 Added 7.14%
$139B
$5.49 Million 1.14% of portfolio
22,321
Q1 2024 Added 3.75%
$0
$5.27 Million 1.09% of portfolio
105,106
Q1 2024 Added 5.67%
$308B
$5.24 Million 1.09% of portfolio
5,799
Q1 2024 Added 1.49%
$76.4B
$4.71 Million 0.98% of portfolio
34,236
Q1 2024 Added 3.96%
$258B
$4.64 Million 0.96% of portfolio
9,187
Q1 2024 Added 4.04%
$262B
$4.48 Million 0.93% of portfolio
24,833
Q1 2024 Added 3.68%
$0
$4.44 Million 0.92% of portfolio
21,331
Q4 2023 Added 0.0%
$145B
$4.28 Million 0.89% of portfolio
10,070
Q1 2024 Added 3.9%
$0
$4.12 Million 0.86% of portfolio
31,405
Q1 2024 Reduced 0.96%
$31B
$4.05 Million 0.84% of portfolio
80,623
Q1 2024 Added 9.76%
$0
$4 Million 0.83% of portfolio
15,249
Q1 2024 Added 6.24%
$39.3B
$3.98 Million 0.83% of portfolio
15,726
Q1 2024 Added 5.92%
$172B
$3.79 Million 0.79% of portfolio
87,537
Q1 2024 Added 12.95%
$553M
$3.5 Million 0.73% of portfolio
100,000
Q1 2024 Reduced 18.24%
$71.8B
$3.4 Million 0.7% of portfolio
22,829
Q1 2024 Added 14.77%
$79.5B
$3.21 Million 0.67% of portfolio
25,650
Q1 2024 Added 6.34%
$57.1B
$2.94 Million 0.61% of portfolio
30,771
Q1 2024 Added 11.13%
$319B
$2.86 Million 0.59% of portfolio
75,485
Q4 2023 Reduced 0.1%
$22B
$2.68 Million 0.56% of portfolio
11,942
Q1 2024 Added 5.79%
$1.12T
$2.68 Million 0.56% of portfolio
17,604
Q1 2024 Reduced 1.93%
$0
$2.49 Million 0.52% of portfolio
7,391
Q1 2024 Reduced 0.52%
$0
$2.49 Million 0.52% of portfolio
64,030
Q1 2024 Added 0.04%
$90.5B
$2.41 Million 0.5% of portfolio
12,201
Q1 2024 Added 2.25%
$167B
$2.28 Million 0.47% of portfolio
8,008
Q1 2024 Reduced 2.32%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $482 Million
  • Prior Value $433 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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