Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $592 Million
  • Q2 2025

Meridian Wealth Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $592 Million distributed in 180 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 $67.6M, Ishares Gold Trust with a value of $34M, Exxon Mobil Corp with a value of $33.1M, Microsoft Corp with a value of $28.1M, and Spdr S&P 500 ETF Trust with a value of $20.4M.

Examining the 13F form we can see an increase of $55.7M in the current position value, from $536M to 592M.

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

Portfolio value $592 Million
ETFs: $243 Million
Technology: $100 Million
Financial Services: $57.6 Million
Energy: $42.9 Million
Consumer Cyclical: $33.5 Million
Industrials: $30.2 Million
Healthcare: $29.6 Million
Communication Services: $23.7 Million
Other: $31.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$33.1 Million 5.6% of portfolio
307,308
Q2 2025 Added 0.34%
$3.95T
$28.1 Million 4.74% of portfolio
56,411
Q2 2025 Added 1.01%
$3.69T
$20 Million 3.37% of portfolio
97,252
Q2 2025 Added 1.3%
$859B
$16.7 Million 2.83% of portfolio
57,763
Q2 2025 Added 1.0%
$456B
$13 Million 2.19% of portfolio
81,976
Q2 2025 Reduced 6.93%
$2.26T
$12 Million 2.03% of portfolio
54,875
Q2 2025 Added 1.24%
$1.21T
$11 Million 1.86% of portfolio
62,353
Q2 2025 Added 4.56%
$439B
$10.8 Million 1.83% of portfolio
10,947
Q2 2025 Added 1.24%
$145B
$9.61 Million 1.62% of portfolio
26,928
Q2 2025 Reduced 0.96%
$551B
$9.59 Million 1.62% of portfolio
27,020
Q2 2025 Added 1.78%
$1.78T
$7.14 Million 1.21% of portfolio
9,670
Q2 2025 Reduced 2.82%
$621B
$7.11 Million 1.2% of portfolio
14,639
Q2 2025 Reduced 1.75%
$6.4B
$6.58 Million 1.11% of portfolio
72,960
Q2 2025 Added 1,430.52%
$182B
$6.33 Million 1.07% of portfolio
12,013
Q2 2025 Added 2.59%
$405B
$6.28 Million 1.06% of portfolio
17,130
Q2 2025 Added 0.87%
$281B
$6.2 Million 1.05% of portfolio
63,434
Q2 2025 Reduced 15.97%
$135B
$5.7 Million 0.96% of portfolio
24,784
Q2 2025 Reduced 0.17%
$232B
$5.69 Million 0.96% of portfolio
20,855
Q2 2025 Added 5.07%
$55.9B
$5.62 Million 0.95% of portfolio
27,903
Q2 2025 Reduced 17.87%
$94.7B
$5.2 Million 0.88% of portfolio
7,103
Q2 2025 Added 4.21%
$608B
$4.97 Million 0.84% of portfolio
6,380
Q2 2025 Reduced 0.37%
$102B
$4.9 Million 0.83% of portfolio
11,194
Q2 2025 Reduced 50.23%
$282B
$4.7 Million 0.79% of portfolio
33,099
Q2 2025 Reduced 4.11%
$79.3B
$4.27 Million 0.72% of portfolio
25,701
Q2 2025 Added 6.33%
$57.8B
$4.2 Million 0.71% of portfolio
19,215
Q2 2025 Reduced 7.4%
$203B
$4.2 Million 0.71% of portfolio
53,027
Q2 2025 Reduced 1.46%
$245B
$4.17 Million 0.7% of portfolio
13,361
Q2 2025 Added 3.35%
$35.6B
$4.17 Million 0.7% of portfolio
72,298
Q2 2025 Reduced 4.0%
$157B
$3.9 Million 0.66% of portfolio
10,075
Q2 2025 Added 1.63%
$87.3B
$3.84 Million 0.65% of portfolio
25,203
Q2 2025 Added 1,561.37%
$64.2B
$3.68 Million 0.62% of portfolio
13,052
Q2 2025 Reduced 2.31%
$1.19B
$3.45 Million 0.58% of portfolio
61,468
Q2 2025 Reduced 9.6%
$79.5B
$3.4 Million 0.57% of portfolio
27,169
Q2 2025 Added 1.13%
$1.24T
$3.21 Million 0.54% of portfolio
18,068
Q2 2025 Reduced 5.94%
$306B
$2.74 Million 0.46% of portfolio
38,709
Q2 2025 Reduced 0.48%
$34.5B
$2.69 Million 0.45% of portfolio
17,052
Q2 2025 Added 3.15%
$210B
$2.67 Million 0.45% of portfolio
9,054
Q2 2025 Reduced 5.68%
$152B
$2.29 Million 0.39% of portfolio
8,214
Q2 2025 Added 0.6%
$0
$1.78 Million 0.3% of portfolio
97,722
Q1 2025 Added 0.51%
$146B
$1.63 Million 0.28% of portfolio
7,010
Q2 2025 Reduced 5.36%
$548B
$1.58 Million 0.27% of portfolio
2,803
Q2 2025 Reduced 1.55%
$452B
$1.58 Million 0.27% of portfolio
10,321
Q2 2025 Reduced 7.32%
$36.2B
$1.56 Million 0.26% of portfolio
10,154
Q1 2025 Reduced 2.54%
$152B
$1.5 Million 0.25% of portfolio
6,775
Q2 2025 Added 5.09%
$302B
$1.31 Million 0.22% of portfolio
9,158
Q2 2025 Reduced 6.8%
$68.2B
$1.28 Million 0.22% of portfolio
41,348
Q4 2024 Reduced 21.01%
$222B
$1.24 Million 0.21% of portfolio
4,251
Q2 2025 Reduced 2.63%
$53.7B
$1.27 Million 0.21% of portfolio
69,928
Q1 2025 Added 5.59%
$119B
$1.18 Million 0.2% of portfolio
4,947
Q2 2025 Reduced 17.86%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $592 Million
  • Prior Value $536 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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