Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

Meridian Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 176 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 $57.6M, Exxon Mobil Corp with a value of $36.9M, Microsoft Corp with a value of $22.8M, Apple Inc. with a value of $22.4M, and Ishares Gold Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $505M to 536M.

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

Portfolio value $536 Million
ETFs: $194 Million
Technology: $83.7 Million
Energy: $51.6 Million
Financial Services: $51.3 Million
Healthcare: $38 Million
Consumer Cyclical: $32 Million
Industrials: $30.7 Million
Consumer Defensive: $22.4 Million
Other: $31.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.6 Million 10.74% of portfolio
99,824
Q3 2024 Added 5.76%
$42B
$21.2 Million 3.95% of portfolio
425,942
Q3 2024 Added 6.09%
$0
$19.5 Million 3.64% of portfolio
33,988
Q3 2024 Added 2.73%
$0
$11.5 Million 2.14% of portfolio
62,924
Q3 2024 Reduced 5.76%
$0
$11.3 Million 2.11% of portfolio
124,045
Q3 2024 Reduced 8.74%
$0
$10.8 Million 2.02% of portfolio
206,249
Q1 2024 Added 0.24%
$0
$8.41 Million 1.57% of portfolio
31,862
Q3 2024 Added 13.8%
$0
$7.22 Million 1.35% of portfolio
12,669
Q3 2024 Reduced 0.97%
$0
$5.63 Million 1.05% of portfolio
106,516
Q3 2024 Reduced 1.9%
$0
$4.44 Million 0.83% of portfolio
19,657
Q3 2024 Reduced 7.85%
$0
$4.26 Million 0.79% of portfolio
29,961
Q3 2024 Reduced 7.24%
$0
$2.66 Million 0.5% of portfolio
7,079
Q3 2024 Reduced 2.71%
$0
$2.62 Million 0.49% of portfolio
63,579
Q3 2024 Reduced 0.74%
$0
$2.28 Million 0.42% of portfolio
23,770
Q3 2024 Added 0.14%
$0
$1.76 Million 0.33% of portfolio
19,733
Q3 2024 Added 5.34%
$0
$1.54 Million 0.29% of portfolio
5,474
Q3 2024 Added 0.02%
$83.5B
$1.4 Million 0.26% of portfolio
5,774
Q3 2024 Reduced 1.48%
$0
$1.31 Million 0.24% of portfolio
4,617
Q3 2024 Added 15.66%
$0
$1.15 Million 0.21% of portfolio
31,037
Q3 2021 Reduced 34.4%
$0
$1.11 Million 0.21% of portfolio
2,108
Q3 2024 Added 0.19%
$0
$988,000 0.18% of portfolio
3,143
Q1 2023 Reduced 2.3%
$0
$895,000 0.17% of portfolio
1,835
Q3 2024 Added 0.05%
$0
$724,000 0.14% of portfolio
2,750
Q4 2020 New
$0
$774,000 0.14% of portfolio
2,016
Q4 2023 Reduced 14.29%
$0
$709,000 0.13% of portfolio
4,605
Q2 2024 Added 0.66%
$0
$662,000 0.12% of portfolio
4,895
Q3 2023 Reduced 4.86%
$0
$570,000 0.11% of portfolio
12,582
Q3 2024 Reduced 13.21%
$0
$541,000 0.1% of portfolio
2,224
Q3 2024 Added 2.3%
$0
$514,000 0.1% of portfolio
2,488
Q4 2020 New
$0
$559,000 0.1% of portfolio
4,781
Q3 2024 Added 134.82%
$0
$537,000 0.1% of portfolio
4,075
Q4 2020 New
$0
$549,000 0.1% of portfolio
2,740
Q3 2023 Reduced 7.43%
$0
$532,000 0.1% of portfolio
5,427
Q3 2024 Added 48.4%
$0
$550,000 0.1% of portfolio
2,898
Q3 2024 Added 4.55%
$0
$537,000 0.1% of portfolio
2,999
Q2 2024 Added 36.5%
$0
$495,000 0.09% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$486,000 0.09% of portfolio
1,870
Q3 2024 Added 0.05%
$0
$467,000 0.09% of portfolio
11,733
Q4 2023 Added 1.59%
$0
$483,000 0.09% of portfolio
5,721
Q2 2024 Added 63.88%
$0
$406,000 0.08% of portfolio
10,355
Q3 2023 New
$0
$420,000 0.08% of portfolio
10,132
Q3 2024 Reduced 0.01%
$0
$446,000 0.08% of portfolio
21,500
Q3 2024 New
$0
$374,000 0.07% of portfolio
9,968
Q3 2024 New
$0
$311,000 0.06% of portfolio
21,188
Q2 2024 Added 0.01%
$0
$321,000 0.06% of portfolio
13,902
Q3 2023 Reduced 10.32%
$0
$259,000 0.05% of portfolio
1,975
Q3 2024 Reduced 50.0%
$0
$265,000 0.05% of portfolio
5,250
Q1 2021 New
$0
$254,000 0.05% of portfolio
3,777
Q3 2024 Added 0.11%
$0
$260,000 0.05% of portfolio
3,390
Q1 2023 Reduced 10.55%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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