Meridian Wealth Advisors, LLC Incresed Positions in Q1 2025

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
36.5K
+ 7.72%
$49.74 - $58.96 $1.82M - $2.15M
510K $30M
WMT
Walmart Inc.

Consumer Defensive
47.3K
+ 167.92%
$84.5 - $105.05 $4M - $4.97M
75.5K $6.63M
O
Realty Income Corp

Real Estate
28.9K
+ 62.35%
$51.67 - $58.49 $1.49M - $1.69M
75.3K $4.37M
NVDA
Nvidia Corp

Technology
30.2K
+ 52.05%
$106.98 - $149.43 $3.23M - $4.51M
88.1K $9.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 0.1%
$1187.71 - $1432.58 $5.94K - $7.16K
4.77K $6.83M
V
Visa Inc.

Financial Services
352
+ 1.34%
$306.92 - $362.71 $108K - $128K
26.5K $9.3M
NXPI
Nxp Semiconductors N.V.

Technology
6.67K
+ 47.34%
$189.99 - $245.86 $1.27M - $1.64M
20.8K $3.94M
IBM
International Business Machines Corp

Technology
2.91K
+ 43.5%
$217.4 - $264.74 $633K - $770K
9.6K $2.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
139
+ 0.11%
$87.68 - $94.52 $12.2K - $13.1K
122K $11.4M
ALL
Allstate Corp

Financial Services
515
+ 1.54%
$180.99 - $210.18 $93.2K - $108K
34K $7.03M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 11.85%
$576.36 - $736.67 $607K - $776K
9.95K $5.74M
VO
Vanguard Mid Cap ETF

ETFs
2.53K
+ 7.41%
$251.87 - $277.95 $638K - $704K
36.7K $9.49M
AMGN
Amgen Inc

Healthcare
1
+ 0.01%
$258.59 - $327.36 $259 - $327
8.17K $2.54M
IVV
Ishares Core S&P 500 ETF

ETFs
5.75K
+ 5.42%
$554.06 - $615.85 $3.18M - $3.54M
112K $62.8M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 0.65%
$890.62 - $1076.86 $62.3K - $75.4K
10.8K $10.2M
GLD
Spdr Gold Trust

ETFs
318
+ 5.75%
$243.19 - $288.14 $77.3K - $91.6K
5.85K $1.69M
UNP
Union Pacific Corp

Industrials
602
+ 2.49%
$225.21 - $254.42 $136K - $153K
24.8K $5.86M
CVX
Chevron Corp

Energy
113
+ 1.16%
$146.71 - $167.97 $16.6K - $19K
9.83K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
667
+ 36.29%
$468.34 - $539.52 $312K - $360K
2.51K $1.17M
SPGI
S&P Global Inc.

Financial Services
203
+ 1.76%
$478.26 - $543.77 $97.1K - $110K
11.7K $5.95M
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$111.1 - $140.22 $111 - $140
7.76K $1.03M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.03K
+ 4.77%
$39.61 - $42.65 $120K - $129K
66.4K $2.71M
FISV
Fiserv Inc

Technology
1.05K
+ 4.05%
N/A
26.9K $3.36M
AMD
Advanced Micro Devices Inc

Technology
6.2K
+ 21.88%
$96.63 - $129.55 $599K - $803K
34.5K $3.55M
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 0.79%
$283.24 - $338.07 $29.7K - $35.5K
13.4K $3.94M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.18%
$208.48 - $244.03 $625 - $732
1.65K $401K
WM
Waste Management Inc

Industrials
2
+ 0.12%
$200.54 - $233.78 $401 - $468
1.71K $396K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.07%
$58.74 - $64.87 $470 - $519
11.6K $715K
PSX
Phillips 66

Energy
8
+ 0.46%
$113.93 - $131.55 $911 - $1.05K
1.77K $217K
IQV
Iqvia Holdings Inc.

Healthcare
1.76K
+ 11.92%
$176.3 - $209.96 $310K - $370K
16.5K $2.91M
XLP
Consumer Staples Sector Spdr

ETFs
100
+ 2.79%
N/A
3.68K $279K
QCOM
Qualcomm Inc

Technology
40
+ 0.7%
$151.94 - $175.86 $6.08K - $7.03K
5.77K $886K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1K
+ 3.57%
$19.04 - $20.15 $19K - $20.2K
29K $552K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.05%
$112.81 - $126.16 $338 - $378
5.83K $709K
ET
Energy Transfer LP

Energy
3.7K
+ 5.59%
$17.26 - $21.08 $63.9K - $78K
69.9K $1.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5
+ 0.13%
$64.88 - $72.1 $324 - $361
3.79K $249K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.17%
$524.81 - $672.19 $525 - $672
592 $323K
CAT
Caterpillar Inc

Industrials
1
+ 0.09%
$326.75 - $407.63 $327 - $408
1.06K $350K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.04%
$168.84 - $202.89 $169 - $203
2.48K $435K
LMT
Lockheed Martin Corp

Industrials
6
+ 0.28%
$423.19 - $506.29 $2.54K - $3.04K
2.17K $969K
ORCL
Oracle Corp

Technology
1
+ 0.03%
$139.81 - $186.47 $140 - $186
3.21K $448K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$222.66 - $268.42 $223 - $268
6.45K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 20.65%
$222.15 - $428.22 $46.9K - $90.4K
1.23K $319K
BX
Blackstone Inc.

Financial Services
300
+ 5.73%
$136.53 - $186.74 $41K - $56K
5.54K $773K
CSQ
Calamos Strategic Total Return Fund

Financial Services
500
+ 0.51%
$15.97 - $18.5 $7.99K - $9.25K
97.7K $1.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
25
+ 0.11%
$92.45 - $106.69 $2.31K - $2.67K
23.8K $2.21M
MRK
Merck & Co., Inc.

Healthcare
3.12K
+ 6.16%
$83.01 - $101.02 $259K - $315K
53.8K $4.83M
HD
Home Depot, Inc.

Consumer Cyclical
216
+ 1.29%
$347.25 - $424.87 $75K - $91.8K
17K $6.22M
ADBE
Adobe Inc.

Technology
444
+ 4.69%
$377.84 - $464.11 $168K - $206K
9.91K $3.8M
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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