Meridian Wealth Advisors, LLC Reduced Holdings in Q1 2025

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-36.8K
- 96.23%
$142.8 - $176.36 $5.26M - $6.49M
1.44K $248K
PG
Procter & Gamble CO

Consumer Defensive
-24.2K
- 82.44%
$158.56 - $176.26 $3.83M - $4.26M
5.15K $877K
AAPL
Apple Inc.

Technology
-1.55K
- 1.59%
$209.68 - $247.1 $325K - $383K
96K $21.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.39K
- 59.58%
$507.05 - $563.67 $2.23M - $2.48M
2.98K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-640
- 1.17%
$190.26 - $242.06 $122K - $155K
54.2K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-401
- 1.18%
$551.42 - $612.93 $221K - $246K
33.6K $18.8M
AVGO
Broadcom Inc.

Technology
-415
- 3.07%
$167.43 - $244.7 $69.5K - $102K
13.1K $2.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.72K
- 3.85%
$47.79 - $59.89 $130K - $163K
68K $3.41M
GOOG
Alphabet Inc.

Communication Services
-245
- 1.26%
$156.06 - $207.71 $38.2K - $50.9K
19.2K $3M
AMT
American Tower Corp

Real Estate
-3.51K
- 79.07%
$173.46 - $217.6 $610K - $765K
930 $202K
NKE
Nike, Inc.

Consumer Cyclical
-3.66K
- 42.89%
$63.29 - $81.72 $231K - $299K
4.87K $309K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.7K
- 8.66%
$80.08 - $92.93 $136K - $158K
17.9K $1.45M
CMCSA
Comcast Corp

Communication Services
-6.94K
- 36.06%
$33.19 - $38.23 $230K - $265K
12.3K $453K
PEP
Pepsico Inc

Consumer Defensive
-1.5K
- 13.24%
$142.64 - $156.42 $214K - $235K
9.83K $1.47M
RJF
Raymond James Financial Inc

Financial Services
-265
- 2.54%
$137.62 - $172.64 $36.5K - $45.7K
10.2K $1.41M
MSI
Motorola Solutions, Inc.

Technology
-314
- 11.57%
$411.73 - $482.1 $129K - $151K
2.4K $1.05M
IYW
Ishares Dj Us Tech ETF

ETFs
-130
- 1.41%
$140.44 - $166.79 $18.3K - $21.7K
9.09K $1.28M
HON
Honeywell International Inc

Industrials
-331
- 4.28%
$202.75 - $226.52 $67.1K - $75K
7.41K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-260
- 15.72%
$497.6 - $606.74 $129K - $158K
1.39K $693K
ADI
Analog Devices Inc

Technology
-381
- 5.95%
$201.56 - $243.82 $76.8K - $92.9K
6.02K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
-783
- 1.25%
N/A
62.1K $11.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-645
- 10.1%
$102.49 - $119.96 $66.1K - $77.4K
5.74K $600K
VTI
Vanguard Total Stock Market Et

ETFs
-177
- 3.54%
$271.18 - $303.12 $48K - $53.7K
4.82K $1.32M
KRP
Kimbell Royalty Partners, LP

Energy
-3.95K
- 13.01%
$13.35 - $16.45 $52.7K - $65K
26.4K $369K
VOT
Vanguard Mid Cap Growth Index

ETFs
-370
- 16.64%
$237.72 - $276.98 $88K - $102K
1.85K $453K
ACN
Accenture PLC

Technology
-99
- 6.4%
$300.91 - $398.25 $29.8K - $39.4K
1.45K $452K
NEE
Nextera Energy Inc

Utilities
-1.09K
- 21.61%
$66.96 - $76.16 $72.7K - $82.7K
3.94K $279K
PFE
Pfizer Inc

Healthcare
-691
- 1.75%
$25.01 - $27.13 $17.3K - $18.7K
38.8K $983K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-25
- 0.62%
$126.86 - $146.45 $3.17K - $3.66K
4K $508K
PANW
Palo Alto Networks Inc

Technology
-14
- 0.34%
$167.82 - $208.28 $2.35K - $2.92K
4.15K $708K
ICLN
Ishares

ETFs
-2.17K
- 10.8%
$10.94 - $11.86 $23.7K - $25.7K
17.9K $204K
MPC
Marathon Petroleum Corp

Energy
-1.24K
- 4.88%
$134.72 - $159.03 $167K - $197K
24.2K $3.52M
BAC
Bank Of America Corp

Financial Services
-95
- 1.25%
$39.61 - $47.74 $3.76K - $4.54K
7.5K $312K
MDT
Medtronic PLC

Healthcare
-615
- 16.54%
$79.84 - $94.5 $49.1K - $58.1K
3.1K $278K
TXN
Texas Instruments Inc

Technology
-77
- 2.46%
N/A
3.05K $594K
FANG
Diamondback Energy, Inc.

Energy
-60
- 4.29%
$139.9 - $180.18 $8.39K - $10.8K
1.34K $213K
VIS
Vanguard Industrial ETF

ETFs
-12
- 0.69%
$243.63 - $273.99 $2.92K - $3.29K
1.73K $429K
CME
Cme Group Inc.

Financial Services
-394
- 14.24%
$225.82 - $266.54 $89K - $105K
2.37K $629K
LLY
Eli Lilly & CO

Healthcare
-459
- 6.69%
$725.72 - $929.72 $333K - $427K
6.4K $5.29M
COP
Conocophillips

Energy
-234
- 7.73%
$88.6 - $105.85 $20.7K - $24.8K
2.8K $293K
KMB
Kimberly Clark Corp

Consumer Defensive
-164
- 9.17%
$124.46 - $147.4 $20.4K - $24.2K
1.63K $231K
VZ
Verizon Communications Inc

Communication Services
-1.13K
- 11.97%
$37.81 - $46.49 $42.6K - $52.4K
8.29K $375K
Sitio Royalties Corp
-1.7K
- 6.96%
N/A
22.7K $0
Atlas Energy Solutions Inc
-33K
- 1.23%
N/A
2.65M $0
Blackrock Inc
-69
- 6.03%
N/A
1.08K $0
VHT
Vanguard Health Care ETF

ETFs
-199
- 3.65%
$254.06 - $273.83 $50.6K - $54.5K
5.25K $1.39M
RTX
Raytheon Technologies Corp

Industrials
-643
- 10.89%
$114.1 - $135.66 $73.4K - $87.2K
5.26K $697K
DVN
Devon Energy Corp

Energy
-360
- 3.8%
$33.15 - $38.55 $11.9K - $13.9K
9.12K $341K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.15%
$286.85 - $318.64 $1.15K - $1.27K
2.61K $797K
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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