Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

Meridian Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 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 $57.6M, Exxon Mobil Corp with a value of $36.9M, Microsoft Corp with a value of $22.8M, Apple Inc. with a value of $22.4M, and Ishares Gold Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $505M 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: $194 Million
Technology: $83.7 Million
Energy: $51.6 Million
Financial Services: $51.3 Million
Healthcare: $38 Million
Consumer Cyclical: $32 Million
Industrials: $30.7 Million
Consumer Defensive: $22.4 Million
Other: $31.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.6 Million 10.74% of portfolio
99,824
Q3 2024 Added 5.76%
$441B
$36.9 Million 6.89% of portfolio
315,142
Q3 2024 Reduced 0.3%
$3.25T
$22.8 Million 4.25% of portfolio
52,896
Q3 2024 Reduced 1.06%
$4.09T
$22.4 Million 4.19% of portfolio
96,369
Q3 2024 Reduced 3.28%
$42B
$21.2 Million 3.95% of portfolio
425,942
Q3 2024 Added 6.09%
$0
$19.5 Million 3.64% of portfolio
33,988
Q3 2024 Added 2.73%
$2.29T
$12.6 Million 2.35% of portfolio
67,581
Q3 2024 Reduced 3.42%
$697B
$12.2 Million 2.27% of portfolio
57,715
Q3 2024 Added 2.64%
$0
$11.5 Million 2.14% of portfolio
62,924
Q3 2024 Reduced 5.76%
$0
$11.3 Million 2.11% of portfolio
124,045
Q3 2024 Reduced 8.74%
$0
$10.8 Million 2.02% of portfolio
206,249
Q1 2024 Added 0.24%
$422B
$9.56 Million 1.78% of portfolio
10,780
Q3 2024 Reduced 1.33%
$135B
$9.18 Million 1.71% of portfolio
27,708
Q3 2024 Reduced 1.7%
$1.14T
$8.98 Million 1.68% of portfolio
54,171
Q3 2024 Reduced 0.27%
$87.4B
$8.94 Million 1.67% of portfolio
23,007
Q3 2024 Reduced 1.06%
$0
$8.41 Million 1.57% of portfolio
31,862
Q3 2024 Added 13.8%
$468B
$7.65 Million 1.43% of portfolio
13,078
Q3 2024 Added 0.06%
$0
$7.22 Million 1.35% of portfolio
12,669
Q3 2024 Reduced 0.97%
$336B
$7.13 Million 1.33% of portfolio
58,736
Q3 2024 Added 1.24%
$519B
$7.05 Million 1.31% of portfolio
25,629
Q3 2024 Added 1.95%
$52.3B
$6.27 Million 1.17% of portfolio
33,097
Q3 2024 Added 3.33%
$730B
$6.11 Million 1.14% of portfolio
6,892
Q3 2024 Reduced 0.12%
$83.9B
$6.08 Million 1.13% of portfolio
37,855
Q3 2024 Added 2.14%
$139B
$6.03 Million 1.12% of portfolio
24,469
Q3 2024 Added 2.4%
$76.6B
$6.02 Million 1.12% of portfolio
5,228
Q3 2024 Reduced 2.37%
$248B
$5.96 Million 1.11% of portfolio
52,498
Q3 2024 Reduced 3.12%
$160B
$5.81 Million 1.08% of portfolio
11,255
Q3 2024 Added 2.46%
$0
$5.63 Million 1.05% of portfolio
106,516
Q3 2024 Reduced 1.9%
$344B
$5.42 Million 1.01% of portfolio
19,818
Q3 2024 Added 2.32%
$66.5B
$5 Million 0.93% of portfolio
30,701
Q3 2024 Added 4.26%
$208B
$4.98 Million 0.93% of portfolio
9,617
Q3 2024 Added 2.17%
$1.32T
$4.49 Million 0.84% of portfolio
7,835
Q3 2024 Added 273.27%
$398B
$4.43 Million 0.83% of portfolio
25,588
Q3 2024 Added 101.77%
$85.5B
$4.46 Million 0.83% of portfolio
19,166
Q3 2024 Added 18.4%
$0
$4.44 Million 0.83% of portfolio
19,657
Q3 2024 Reduced 7.85%
$192B
$4.29 Million 0.8% of portfolio
26,163
Q3 2024 Added 2.28%
$0
$4.26 Million 0.79% of portfolio
29,961
Q3 2024 Reduced 7.24%
$36.6B
$4.07 Million 0.76% of portfolio
17,178
Q3 2024 Added 6.65%
$168B
$3.91 Million 0.73% of portfolio
93,667
Q3 2024 Added 9.72%
$65.4B
$3.72 Million 0.69% of portfolio
12,491
Q3 2024 Added 7.64%
$20.8B
$3.61 Million 0.67% of portfolio
14,876
Q3 2024 Added 7.88%
$20.1B
$3.37 Million 0.63% of portfolio
86,237
Q3 2024 Added 3.66%
$79.5B
$3.3 Million 0.62% of portfolio
26,360
Q3 2024 Added 2.27%
$1.17T
$3.28 Million 0.61% of portfolio
19,621
Q3 2024 Added 11.46%
$354B
$3.08 Million 0.58% of portfolio
77,707
Q3 2024 Added 2.94%
$270B
$3.04 Million 0.57% of portfolio
42,356
Q3 2024 Reduced 2.04%
$0
$2.66 Million 0.5% of portfolio
7,079
Q3 2024 Reduced 2.71%
$89.4B
$2.66 Million 0.5% of portfolio
15,421
Q3 2024 Added 1,015.04%
$141B
$2.61 Million 0.49% of portfolio
8,110
Q3 2024 Added 1.27%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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