Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 2024

Meridian Wealth Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $541 Million distributed in 175 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 $62.4M, Exxon Mobil Corp with a value of $33.6M, Apple Inc. with a value of $24.4M, Ishares Gold Trust with a value of $23.4M, and Microsoft Corp with a value of $23.1M.

Examining the 13F form we can see an increase of $5.48M in the current position value, from $536M to 541M.

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

Portfolio value $541 Million
ETFs: $204 Million
Technology: $89.1 Million
Financial Services: $57.2 Million
Energy: $43.8 Million
Consumer Cyclical: $33.8 Million
Healthcare: $31.2 Million
Industrials: $29.2 Million
Consumer Defensive: $22.3 Million
Other: $30.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$460B
$33.6 Million 6.21% of portfolio
312,330
Q4 2024 Reduced 0.89%
$3.94T
$24.4 Million 4.51% of portfolio
97,554
Q4 2024 Added 1.23%
$3.09T
$23.1 Million 4.28% of portfolio
54,910
Q4 2024 Added 3.81%
$819B
$13.7 Million 2.54% of portfolio
57,323
Q4 2024 Reduced 0.68%
$2.31T
$12 Million 2.22% of portfolio
54,844
Q4 2024 Reduced 18.85%
$1.1T
$11.1 Million 2.05% of portfolio
58,713
Q4 2024 Added 8.38%
$470B
$9.84 Million 1.82% of portfolio
10,743
Q4 2024 Reduced 0.34%
$123B
$8.97 Million 1.66% of portfolio
27,018
Q4 2024 Reduced 2.49%
$85.9B
$8.26 Million 1.53% of portfolio
22,368
Q4 2024 Reduced 2.78%
$581B
$8.28 Million 1.53% of portfolio
26,195
Q4 2024 Added 2.21%
$347B
$7.78 Million 1.44% of portfolio
57,926
Q4 2024 Reduced 1.38%
$628B
$6.75 Million 1.25% of portfolio
14,899
Q4 2024 New
$478B
$6.67 Million 1.23% of portfolio
13,193
Q4 2024 Added 0.88%
$325B
$6.57 Million 1.21% of portfolio
19,638
Q4 2024 Reduced 0.91%
$405B
$6.52 Million 1.2% of portfolio
16,766
Q4 2024 Reduced 11.31%
$51.8B
$6.45 Million 1.19% of portfolio
33,459
Q4 2024 Added 1.09%
$93.2B
$5.7 Million 1.05% of portfolio
38,243
Q4 2024 Added 1.02%
$81.4B
$5.65 Million 1.04% of portfolio
4,762
Q4 2024 Reduced 8.91%
$152B
$5.52 Million 1.02% of portfolio
24,223
Q4 2024 Reduced 1.01%
$824B
$5.3 Million 0.98% of portfolio
6,863
Q4 2024 Reduced 0.42%
$1.61T
$5.25 Million 0.97% of portfolio
8,897
Q4 2024 Added 13.55%
$217B
$5.04 Million 0.93% of portfolio
50,689
Q4 2024 Reduced 3.45%
$395B
$4.91 Million 0.91% of portfolio
29,317
Q4 2024 Added 14.57%
$1.49B
$4.26 Million 0.79% of portfolio
70,716
Q4 2024 New
$212B
$4.21 Million 0.78% of portfolio
9,469
Q4 2024 Reduced 1.54%
$70.3B
$3.84 Million 0.71% of portfolio
13,256
Q4 2024 Added 6.12%
$1.14T
$3.7 Million 0.68% of portfolio
19,453
Q4 2024 Reduced 0.86%
$78.1B
$3.54 Million 0.65% of portfolio
25,409
Q4 2024 Reduced 17.24%
$185B
$3.42 Million 0.63% of portfolio
28,320
Q4 2024 Added 8.24%
$79.5B
$3.23 Million 0.6% of portfolio
25,819
Q4 2024 Reduced 2.05%
$92.6B
$3.14 Million 0.58% of portfolio
13,537
Q4 2024 Reduced 12.22%
$64.5B
$2.93 Million 0.54% of portfolio
14,084
Q4 2024 Added 1,030.34%
$36.5B
$2.9 Million 0.54% of portfolio
14,771
Q4 2024 Reduced 14.01%
$22.1B
$2.8 Million 0.52% of portfolio
13,611
Q4 2024 Reduced 8.5%
$303B
$2.67 Million 0.49% of portfolio
42,811
Q4 2024 Added 1.07%
$282B
$2.55 Million 0.47% of portfolio
28,175
Q4 2024 Reduced 0.86%
$34.4B
$2.48 Million 0.46% of portfolio
46,388
Q4 2024 New
$157B
$2.13 Million 0.39% of portfolio
8,164
Q4 2024 Added 0.67%
$142B
$1.75 Million 0.32% of portfolio
7,738
Q4 2024 Added 1.71%
$0
$1.72 Million 0.32% of portfolio
97,222
Q3 2023 Added 3.18%
$201B
$1.72 Million 0.32% of portfolio
11,333
Q4 2024 Reduced 7.63%
$413B
$1.68 Million 0.31% of portfolio
11,642
Q4 2024 Reduced 8.98%
$34.3B
$1.62 Million 0.3% of portfolio
10,419
Q4 2024 Reduced 13.85%
$153B
$1.59 Million 0.29% of portfolio
6,446
Q4 2024 Added 0.02%
$542B
$1.52 Million 0.28% of portfolio
2,878
Q4 2024 Added 0.03%
$237B
$1.47 Million 0.27% of portfolio
6,689
Q4 2024 Reduced 1.21%
$308B
$1.41 Million 0.26% of portfolio
9,713
Q4 2024 Reduced 0.13%
$124B
$1.36 Million 0.25% of portfolio
6,404
Q4 2024 Reduced 2.11%
$62.1B
$1.3 Million 0.24% of portfolio
66,228
Q4 2024 Added 8.47%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $541 Million
  • Prior Value $536 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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