Meridian Wealth Advisors, LLC Purchases in Q3 2024

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.44K
+ 5.76%
$520.18 - $576.82 $2.83M - $3.14M
99.8K $57.6M
IAU
Ishares Gold Trust

ETFs
24.4K
+ 6.09%
$44.06 - $50.5 $1.08M - $1.23M
426K $21.2M
META
Meta Platforms, Inc.

Communication Services
5.74K
+ 273.27%
$453.41 - $572.44 $2.6M - $3.28M
7.84K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
12.9K
+ 101.77%
$160.76 - $177.82 $2.07M - $2.29M
25.6K $4.43M
VO
Vanguard Mid Cap ETF

ETFs
3.86K
+ 13.8%
$237.84 - $263.83 $919K - $1.02M
31.9K $8.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
902
+ 2.73%
$517.38 - $573.86 $467K - $518K
34K $19.5M
HD
Home Depot, Inc.

Consumer Cyclical
597
+ 3.26%
$333.64 - $405.2 $199K - $242K
18.9K $7.66M
AMT
American Tower Corp

Real Estate
2.98K
+ 18.4%
$192.27 - $242.73 $573K - $723K
19.2K $4.46M
ALL
Allstate Corp

Financial Services
1.07K
+ 3.33%
$158.43 - $192.86 $169K - $206K
33.1K $6.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
792
+ 2.14%
$136.93 - $162.81 $108K - $129K
37.9K $6.08M
SPGI
S&P Global Inc.

Financial Services
270
+ 2.46%
$446.32 - $527.38 $121K - $142K
11.3K $5.81M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 2.64%
$194.9 - $224.8 $289K - $333K
57.7K $12.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
887
+ 7.64%
$247.34 - $300.11 $219K - $266K
12.5K $3.72M
IQV
Iqvia Holdings Inc.

Healthcare
1.07K
+ 6.65%
$206.81 - $251.55 $221K - $269K
17.2K $4.07M
UNP
Union Pacific Corp

Industrials
573
+ 2.4%
$221.78 - $256.09 $127K - $147K
24.5K $6.03M
STE
Steris PLC

Healthcare
1.09K
+ 7.88%
$213.51 - $247.14 $232K - $268K
14.9K $3.61M
CMCSA
Comcast Corp

Communication Services
8.3K
+ 9.72%
$37.33 - $41.78 $310K - $347K
93.7K $3.91M
V
Visa Inc.

Financial Services
489
+ 1.95%
$253.74 - $291.56 $124K - $143K
25.6K $7.05M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.5K
New
$19.48 - $20.97 $419K - $451K
21.5K $446K
CRM
Salesforce, Inc.

Technology
449
+ 2.32%
$238.42 - $276.53 $107K - $124K
19.8K $5.42M
AVGO
Broadcom Inc.

Technology
14K
+ 1015.04%
$136.27 - $1745.86 $1.91M - $24.5M
15.4K $2.66M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
9.97K
New
$33.15 - $38.37 $330K - $382K
9.97K $374K
ADI
Analog Devices Inc

Technology
1.53K
+ 30.58%
$200.56 - $243.33 $307K - $373K
6.54K $1.51M
LMT
Lockheed Martin Corp

Industrials
207
+ 10.55%
$460.3 - $584.56 $95.3K - $121K
2.17K $1.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.75K
+ 134.82%
$105.53 - $118.34 $290K - $325K
4.78K $559K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$213.3 - $270.78 $213 - $271
6.45K $1.75M
FIS
Fidelity National Information Services, Inc.

Technology
3.01K
New
$72.8 - $85.04 $219K - $256K
3.01K $252K
VTI
Vanguard Total Stock Market Et

ETFs
625
+ 15.66%
$255.18 - $283.2 $159K - $177K
4.62K $1.31M
ARCC
Ares Capital Corp

Financial Services
11.5K
New
$19.8 - $21.28 $228K - $245K
11.5K $240K
PSX
Phillips 66

Energy
1.79K
New
$125.0 - $147.17 $224K - $263K
1.79K $235K
GS
Goldman Sachs Group Inc

Financial Services
473
New
$459.02 - $510.25 $217K - $241K
473 $234K
VTWO
Vanguard Russell 2000 ETF

ETFs
1K
+ 5.34%
$81.17 - $90.77 $81.3K - $90.9K
19.7K $1.76M
STZ
Constellation Brands, Inc.

Consumer Defensive
862
New
$236.42 - $259.82 $204K - $224K
862 $222K
PRK
Park National Corp

Financial Services
1.31K
New
$140.68 - $188.56 $184K - $247K
1.31K $219K
BLK
Black Rock Inc.

Financial Services
21
+ 1.83%
$782.27 - $949.51 $16.4K - $19.9K
1.17K $1.11M
MMM
3 M CO

Industrials
1.5K
New
$99.69 - $139.42 $149K - $209K
1.5K $204K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.77K
+ 48.4%
$89.91 - $101.33 $159K - $179K
5.43K $532K
MSI
Motorola Solutions, Inc.

Technology
21
+ 0.74%
$385.65 - $450.49 $8.1K - $9.46K
2.87K $1.29M
EQIX
Equinix Inc

Real Estate
139
+ 48.1%
$749.0 - $890.01 $104K - $124K
428 $379K
RTX
Raytheon Technologies Corp

Industrials
207
+ 3.63%
$99.55 - $123.34 $20.6K - $25.5K
5.92K $716K
AMD
Advanced Micro Devices Inc

Technology
582
+ 2.28%
$128.67 - $183.96 $74.9K - $107K
26.2K $4.29M
TJX
Tjx Companies Inc

Consumer Cyclical
862
+ 17.22%
$107.93 - $120.23 $93K - $104K
5.87K $689K
ORCL
Oracle Corp

Technology
308
+ 10.8%
$125.9 - $170.35 $38.8K - $52.5K
3.16K $538K
NKE
Nike, Inc.

Consumer Cyclical
188
+ 2.05%
$71.09 - $89.44 $13.4K - $16.8K
9.35K $825K
DHR
Danaher Corp

Healthcare
102
+ 3.31%
$239.25 - $280.76 $24.4K - $28.6K
3.18K $885K
AMGN
Amgen Inc

Healthcare
102
+ 1.27%
$309.38 - $337.38 $31.6K - $34.4K
8.11K $2.61M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 18.03%
$38.89 - $45.0 $62.8K - $72.7K
10.6K $475K
PNC
Pnc Financial Services Group, Inc.

Financial Services
193
+ 8.42%
$156.14 - $187.2 $30.1K - $36.1K
2.49K $459K
NEE
Nextera Energy Inc

Utilities
427
+ 9.28%
$69.9 - $84.97 $29.8K - $36.3K
5.03K $425K
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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