Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 2024

Meridian Wealth Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $541 Million distributed in 175 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 $62.4M, Exxon Mobil Corp with a value of $33.6M, Apple Inc. with a value of $24.4M, Ishares Gold Trust with a value of $23.4M, and Microsoft Corp with a value of $23.1M.

Examining the 13F form we can see an increase of $5.48M in the current position value, from $536M to 541M.

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

Portfolio value $541 Million
ETFs: $204 Million
Technology: $89.1 Million
Financial Services: $57.2 Million
Energy: $43.8 Million
Consumer Cyclical: $33.8 Million
Healthcare: $31.2 Million
Industrials: $29.2 Million
Consumer Defensive: $22.3 Million
Other: $30.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.4 Million 11.52% of portfolio
105,987
Q4 2024 Added 6.17%
$464B
$33.6 Million 6.21% of portfolio
312,330
Q4 2024 Reduced 0.89%
$3.97T
$24.4 Million 4.51% of portfolio
97,554
Q4 2024 Added 1.23%
$47.2B
$23.4 Million 4.33% of portfolio
473,052
Q4 2024 Added 11.06%
$3.01T
$23.1 Million 4.28% of portfolio
54,910
Q4 2024 Added 3.81%
$0
$19.9 Million 3.68% of portfolio
34,003
Q4 2024 Added 0.04%
$767B
$13.7 Million 2.54% of portfolio
57,323
Q4 2024 Reduced 0.68%
$2.17T
$12 Million 2.22% of portfolio
54,844
Q4 2024 Reduced 18.85%
$0
$11.4 Million 2.11% of portfolio
62,860
Q4 2024 Reduced 0.1%
$1.07T
$11.1 Million 2.05% of portfolio
58,713
Q4 2024 Added 8.38%
$0
$11 Million 2.04% of portfolio
206,249
Q1 2024 Added 0.24%
$0
$10.8 Million 2.0% of portfolio
122,026
Q4 2024 Reduced 1.63%
$458B
$9.84 Million 1.82% of portfolio
10,743
Q4 2024 Reduced 0.34%
$0
$9.02 Million 1.67% of portfolio
34,160
Q4 2024 Added 7.21%
$115B
$8.97 Million 1.66% of portfolio
27,018
Q4 2024 Reduced 2.49%
$80.4B
$8.26 Million 1.53% of portfolio
22,368
Q4 2024 Reduced 2.78%
$325B
$7.78 Million 1.44% of portfolio
57,926
Q4 2024 Reduced 1.38%
$0
$7.26 Million 1.34% of portfolio
12,741
Q4 2024 Added 0.57%
$623B
$6.75 Million 1.25% of portfolio
14,899
Q4 2024 New
$432B
$6.67 Million 1.23% of portfolio
13,193
Q4 2024 Added 0.88%
$308B
$6.57 Million 1.21% of portfolio
19,638
Q4 2024 Reduced 0.91%
$391B
$6.52 Million 1.2% of portfolio
16,766
Q4 2024 Reduced 11.31%
$51B
$6.45 Million 1.19% of portfolio
33,459
Q4 2024 Added 1.09%
$174B
$5.73 Million 1.06% of portfolio
11,507
Q4 2024 Added 2.24%
$94.1B
$5.7 Million 1.05% of portfolio
38,243
Q4 2024 Added 1.02%
$82.6B
$5.65 Million 1.04% of portfolio
4,762
Q4 2024 Reduced 8.91%
$149B
$5.52 Million 1.02% of portfolio
24,223
Q4 2024 Reduced 1.01%
$837B
$5.3 Million 0.98% of portfolio
6,863
Q4 2024 Reduced 0.42%
$0
$5.33 Million 0.98% of portfolio
111,468
Q4 2024 Added 4.65%
$1.54T
$5.25 Million 0.97% of portfolio
8,897
Q4 2024 Added 13.55%
$231B
$5.04 Million 0.93% of portfolio
50,689
Q4 2024 Reduced 3.45%
$404B
$4.91 Million 0.91% of portfolio
29,317
Q4 2024 Added 14.57%
$0
$4.57 Million 0.84% of portfolio
19,633
Q4 2024 Reduced 0.12%
$1.42B
$4.26 Million 0.79% of portfolio
70,716
Q4 2024 New
$207B
$4.21 Million 0.78% of portfolio
9,469
Q4 2024 Reduced 1.54%
$0
$3.97 Million 0.73% of portfolio
7,375
Q4 2024 Added 249.86%
$0
$3.91 Million 0.72% of portfolio
29,582
Q4 2024 Reduced 1.26%
$68.6B
$3.84 Million 0.71% of portfolio
13,256
Q4 2024 Added 6.12%
$1.1T
$3.7 Million 0.68% of portfolio
19,453
Q4 2024 Reduced 0.86%
$76.1B
$3.54 Million 0.65% of portfolio
25,409
Q4 2024 Reduced 17.24%
$175B
$3.42 Million 0.63% of portfolio
28,320
Q4 2024 Added 8.24%
$79.5B
$3.23 Million 0.6% of portfolio
25,819
Q4 2024 Reduced 2.05%
$84.2B
$3.14 Million 0.58% of portfolio
13,537
Q4 2024 Reduced 12.22%
$61.2B
$2.93 Million 0.54% of portfolio
14,084
Q4 2024 Added 1,030.34%
$36.2B
$2.9 Million 0.54% of portfolio
14,771
Q4 2024 Reduced 14.01%
$0
$2.84 Million 0.53% of portfolio
7,084
Q4 2024 Added 0.07%
$22.4B
$2.8 Million 0.52% of portfolio
13,611
Q4 2024 Reduced 8.5%
$305B
$2.67 Million 0.49% of portfolio
42,811
Q4 2024 Added 1.07%
$0
$2.56 Million 0.47% of portfolio
63,354
Q4 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $541 Million
  • Prior Value $536 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 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