Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q1 2025

Meridian Wealth Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 170 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 $62.8M, Exxon Mobil Corp with a value of $36.4M, Ishares Gold Trust with a value of $30M, Apple Inc. with a value of $21.3M, and Microsoft Corp with a value of $21M.

Examining the 13F form we can see an decrease of $5.15M in the current position value, from $541M to 536M.

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

Portfolio value $536 Million
ETFs: $207 Million
Technology: $83.8 Million
Financial Services: $54.2 Million
Energy: $47 Million
Healthcare: $33.6 Million
Consumer Cyclical: $31.8 Million
Industrials: $27 Million
Consumer Defensive: $22.6 Million
Other: $29.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.8 Million 11.71% of portfolio
111,733
Q1 2025 Added 5.42%
$426B
$36.4 Million 6.79% of portfolio
306,259
Q1 2025 Reduced 1.94%
$52.7B
$30 Million 5.6% of portfolio
509,579
Q1 2025 Added 7.72%
$3.23T
$21.3 Million 3.98% of portfolio
96,004
Q1 2025 Reduced 1.59%
$3.43T
$21 Million 3.91% of portfolio
55,848
Q1 2025 Added 1.71%
$0
$18.8 Million 3.51% of portfolio
33,602
Q1 2025 Reduced 1.18%
$774B
$14 Million 2.62% of portfolio
57,189
Q1 2025 Reduced 0.23%
$0
$11.4 Million 2.13% of portfolio
122,165
Q1 2025 Added 0.11%
$0
$11.3 Million 2.11% of portfolio
62,077
Q1 2025 Reduced 1.25%
$0
$10.6 Million 1.98% of portfolio
206,234
Q1 2025 Reduced 0.01%
$2.09T
$10.3 Million 1.92% of portfolio
54,204
Q1 2025 Reduced 1.17%
$460B
$10.2 Million 1.91% of portfolio
10,813
Q1 2025 Added 0.65%
$337B
$9.55 Million 1.78% of portfolio
88,076
Q1 2025 Added 52.05%
$0
$9.49 Million 1.77% of portfolio
36,692
Q1 2025 Added 7.41%
$597B
$9.3 Million 1.73% of portfolio
26,547
Q1 2025 Added 1.34%
$1.03T
$9.22 Million 1.72% of portfolio
59,635
Q1 2025 Added 1.57%
$99.7B
$7.58 Million 1.41% of portfolio
22,490
Q1 2025 Added 0.55%
$128B
$7.39 Million 1.38% of portfolio
27,189
Q1 2025 Added 0.63%
$56.7B
$7.03 Million 1.31% of portfolio
33,974
Q1 2025 Added 1.54%
$85.9B
$6.83 Million 1.27% of portfolio
4,767
Q1 2025 Added 0.1%
$0
$6.82 Million 1.27% of portfolio
12,788
Q1 2025 Added 0.37%
$282B
$6.77 Million 1.26% of portfolio
12,928
Q1 2025 Reduced 2.01%
$268B
$6.63 Million 1.24% of portfolio
75,486
Q1 2025 Added 167.92%
$377B
$6.22 Million 1.16% of portfolio
16,982
Q1 2025 Added 1.29%
$167B
$5.95 Million 1.11% of portfolio
11,710
Q1 2025 Added 1.76%
$0
$5.91 Million 1.1% of portfolio
116,181
Q1 2025 Added 4.23%
$136B
$5.86 Million 1.09% of portfolio
24,825
Q1 2025 Added 2.49%
$1.46T
$5.74 Million 1.07% of portfolio
9,951
Q1 2025 Added 11.85%
$265B
$5.33 Million 0.99% of portfolio
19,849
Q1 2025 Added 1.07%
$701B
$5.29 Million 0.99% of portfolio
6,404
Q1 2025 Reduced 6.69%
$195B
$4.83 Million 0.9% of portfolio
53,810
Q1 2025 Added 6.16%
$103B
$4.59 Million 0.86% of portfolio
6,816
Q1 2025 New
$35B
$4.37 Million 0.81% of portfolio
75,311
Q1 2025 Added 62.35%
$0
$4.13 Million 0.77% of portfolio
19,988
Q1 2025 Added 1.81%
$0
$3.99 Million 0.74% of portfolio
29,418
Q1 2025 Reduced 0.55%
$50.2B
$3.94 Million 0.74% of portfolio
20,751
Q1 2025 Added 47.34%
$61.9B
$3.94 Million 0.73% of portfolio
13,361
Q1 2025 Added 0.79%
$193B
$3.8 Million 0.71% of portfolio
9,913
Q1 2025 Added 4.69%
$80.1B
$3.52 Million 0.66% of portfolio
24,170
Q1 2025 Reduced 4.88%
$179B
$3.55 Million 0.66% of portfolio
34,517
Q1 2025 Added 21.88%
$1.39B
$3.41 Million 0.64% of portfolio
67,996
Q1 2025 Reduced 3.85%
$79.5B
$3.36 Million 0.63% of portfolio
26,865
Q1 2025 Added 4.05%
$1.05T
$3 Million 0.56% of portfolio
19,208
Q1 2025 Reduced 1.26%
$26.1B
$2.91 Million 0.54% of portfolio
16,531
Q1 2025 Added 11.92%
$312B
$2.79 Million 0.52% of portfolio
38,895
Q1 2025 Reduced 9.15%
$0
$2.71 Million 0.5% of portfolio
66,379
Q1 2025 Added 4.77%
$0
$2.56 Million 0.48% of portfolio
7,084
Q4 2024 Added 0.07%
$154B
$2.54 Million 0.47% of portfolio
8,165
Q1 2025 Added 0.01%
$232B
$2.39 Million 0.44% of portfolio
9,599
Q1 2025 Added 43.5%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $536 Million
  • Prior Value $541 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email