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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.4 Million 11.52% of portfolio
105,987
Q4 2024 Added 6.17%
$47.2B
$23.4 Million 4.33% of portfolio
473,052
Q4 2024 Added 11.06%
$0
$19.9 Million 3.68% of portfolio
34,003
Q4 2024 Added 0.04%
$0
$11.4 Million 2.11% of portfolio
62,860
Q4 2024 Reduced 0.1%
$0
$11 Million 2.04% of portfolio
206,249
Q1 2024 Added 0.24%
$0
$10.8 Million 2.0% of portfolio
122,026
Q4 2024 Reduced 1.63%
$0
$9.02 Million 1.67% of portfolio
34,160
Q4 2024 Added 7.21%
$0
$7.26 Million 1.34% of portfolio
12,741
Q4 2024 Added 0.57%
$0
$5.33 Million 0.98% of portfolio
111,468
Q4 2024 Added 4.65%
$0
$4.57 Million 0.84% of portfolio
19,633
Q4 2024 Reduced 0.12%
$0
$3.97 Million 0.73% of portfolio
7,375
Q4 2024 Added 249.86%
$0
$3.91 Million 0.72% of portfolio
29,582
Q4 2024 Reduced 1.26%
$0
$2.84 Million 0.53% of portfolio
7,084
Q4 2024 Added 0.07%
$0
$2.56 Million 0.47% of portfolio
63,354
Q4 2024 Reduced 0.35%
$0
$2.42 Million 0.45% of portfolio
23,800
Q4 2024 Added 0.13%
$0
$1.75 Million 0.32% of portfolio
19,638
Q4 2024 Reduced 0.48%
$0
$1.45 Million 0.27% of portfolio
4,994
Q4 2024 Added 8.17%
$0
$1.38 Million 0.26% of portfolio
5,445
Q4 2024 Reduced 0.53%
$93.9B
$1.34 Million 0.25% of portfolio
5,530
Q4 2024 Reduced 4.23%
$0
$1.14 Million 0.21% of portfolio
31,037
Q3 2021 Reduced 34.4%
$0
$1.02 Million 0.19% of portfolio
3,151
Q4 2024 Added 0.25%
$0
$939,000 0.17% of portfolio
1,838
Q4 2024 Added 0.16%
$0
$827,000 0.15% of portfolio
2,016
Q4 2023 Reduced 14.29%
$0
$736,000 0.14% of portfolio
6,389
Q4 2024 Added 33.63%
$0
$741,000 0.14% of portfolio
2,750
Q4 2020 New
$0
$633,000 0.12% of portfolio
4,605
Q2 2024 Added 0.66%
$0
$648,000 0.12% of portfolio
3,699
Q4 2024 Added 23.34%
$0
$633,000 0.12% of portfolio
4,805
Q4 2024 Reduced 1.84%
$0
$583,000 0.11% of portfolio
2,600
Q4 2024 Reduced 5.11%
$0
$608,000 0.11% of portfolio
12,582
Q3 2024 Reduced 13.21%
$0
$546,000 0.1% of portfolio
28,000
Q4 2024 Added 30.23%
$0
$560,000 0.1% of portfolio
4,025
Q4 2024 Reduced 1.23%
$0
$529,000 0.1% of portfolio
2,488
Q4 2020 New
$0
$564,000 0.1% of portfolio
2,224
Q3 2024 Added 2.3%
$0
$536,000 0.1% of portfolio
2,898
Q3 2024 Added 4.55%
$0
$468,000 0.09% of portfolio
17,163
Q4 2024 Added 200.0%
$0
$480,000 0.09% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$443,000 0.08% of portfolio
1,745
Q4 2024 Reduced 6.68%
$0
$427,000 0.08% of portfolio
10,355
Q3 2023 New
$0
$402,000 0.07% of portfolio
11,870
Q4 2024 Added 1.17%
$0
$379,000 0.07% of portfolio
9,968
Q3 2024 New
$0
$320,000 0.06% of portfolio
13,902
Q3 2023 Reduced 10.32%
$0
$253,000 0.05% of portfolio
5,250
Q1 2021 New
$0
$272,000 0.05% of portfolio
3,580
Q4 2024 Reduced 6.04%
$0
$271,000 0.05% of portfolio
1,975
Q3 2024 Reduced 50.0%
$0
$260,000 0.05% of portfolio
3,782
Q4 2024 Added 0.13%
$0
$228,000 0.04% of portfolio
20,074
Q4 2024 Reduced 5.26%
$0
$235,000 0.04% of portfolio
378
Q2 2024 New
$0
$239,000 0.04% of portfolio
3,390
Q1 2023 Reduced 10.55%

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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