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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.6 Million 11.41% of portfolio
108,820
Q2 2025 Reduced 2.61%
$61.7B
$34 Million 5.75% of portfolio
545,373
Q2 2025 Added 7.02%
$0
$20.4 Million 3.44% of portfolio
32,970
Q2 2025 Reduced 1.88%
$0
$12.8 Million 2.17% of portfolio
136,747
Q2 2025 Added 11.94%
$0
$12.6 Million 2.13% of portfolio
47,395
Q2 2025 New
$0
$11.4 Million 1.93% of portfolio
62,819
Q2 2025 Added 1.2%
$0
$11.4 Million 1.92% of portfolio
40,656
Q2 2025 Added 10.8%
$0
$10.4 Million 1.75% of portfolio
204,372
Q2 2025 Reduced 0.9%
$0
$8.24 Million 1.39% of portfolio
144,526
Q2 2025 Added 24.4%
$0
$7.18 Million 1.21% of portfolio
12,669
Q2 2025 Reduced 0.93%
$0
$5 Million 0.84% of portfolio
19,754
Q2 2025 Reduced 1.17%
$0
$4.12 Million 0.7% of portfolio
30,338
Q2 2025 Added 3.13%
$0
$2.87 Million 0.49% of portfolio
6,768
Q2 2025 Reduced 4.46%
$0
$2.7 Million 0.46% of portfolio
63,404
Q2 2025 Reduced 4.48%
$0
$2.63 Million 0.44% of portfolio
23,851
Q2 2025 Added 0.11%
$0
$1.91 Million 0.32% of portfolio
10,486
Q2 2025 Added 183.48%
$123B
$1.8 Million 0.3% of portfolio
5,918
Q2 2025 Added 1.2%
$0
$1.77 Million 0.3% of portfolio
3,202
Q2 2025 Added 27.82%
$0
$1.55 Million 0.26% of portfolio
17,813
Q2 2025 Reduced 0.7%
$0
$1.51 Million 0.25% of portfolio
8,706
Q2 2025 Reduced 4.18%
$0
$1.39 Million 0.23% of portfolio
4,565
Q2 2025 Reduced 5.23%
$0
$1.3 Million 0.22% of portfolio
5,247
Q2 2025 Added 0.02%
$0
$1.08 Million 0.18% of portfolio
31,037
Q3 2021 Reduced 34.4%
$0
$1.07 Million 0.18% of portfolio
3,151
Q4 2024 Added 0.25%
$0
$1.04 Million 0.17% of portfolio
4,800
Q2 2025 New
$0
$883,000 0.15% of portfolio
2,016
Q4 2023 Reduced 14.29%
$0
$784,000 0.13% of portfolio
2,750
Q4 2020 New
$0
$708,000 0.12% of portfolio
4,805
Q4 2024 Reduced 1.84%
$0
$658,000 0.11% of portfolio
12,582
Q3 2024 Reduced 13.21%
$0
$623,000 0.11% of portfolio
14,778
Q2 2025 Added 48.25%
$0
$628,000 0.11% of portfolio
5,754
Q2 2025 Added 0.17%
$0
$565,000 0.1% of portfolio
2,600
Q4 2024 Reduced 5.11%
$0
$615,000 0.1% of portfolio
4,565
Q1 2025 Reduced 0.87%
$0
$617,000 0.1% of portfolio
11,870
Q4 2024 Added 1.17%
$0
$601,000 0.1% of portfolio
4,000
Q1 2025 Reduced 0.62%
$0
$559,000 0.09% of portfolio
2,488
Q4 2020 New
$0
$527,000 0.09% of portfolio
1,854
Q1 2025 Reduced 16.64%
$0
$558,000 0.09% of portfolio
2,878
Q2 2025 Reduced 0.69%
$0
$546,000 0.09% of portfolio
29,000
Q1 2025 Added 3.57%
$0
$485,000 0.08% of portfolio
1,733
Q1 2025 Reduced 0.69%
$0
$502,000 0.08% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$473,000 0.08% of portfolio
10,355
Q3 2023 New
$0
$454,000 0.08% of portfolio
17,163
Q4 2024 Added 200.0%
$0
$422,000 0.07% of portfolio
4,793
Q2 2025 Added 116.49%
$0
$298,000 0.05% of portfolio
1,975
Q3 2024 Reduced 50.0%
$0
$284,000 0.05% of portfolio
3,390
Q1 2023 Reduced 10.55%
$0
$320,000 0.05% of portfolio
13,902
Q3 2023 Reduced 10.32%
$0
$275,000 0.05% of portfolio
3,791
Q2 2025 Added 0.11%
$0
$272,000 0.05% of portfolio
3,580
Q2 2025 Reduced 2.72%

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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