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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$232B
$5.69 Million 0.96% of portfolio
20,855
Q2 2025 Added 5.07%
$608B
$4.97 Million 0.84% of portfolio
6,380
Q2 2025 Reduced 0.37%
$282B
$4.7 Million 0.79% of portfolio
33,099
Q2 2025 Reduced 4.11%
$245B
$4.17 Million 0.7% of portfolio
13,361
Q2 2025 Added 3.35%
$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%
$210B
$2.67 Million 0.45% of portfolio
9,054
Q2 2025 Reduced 5.68%
$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%
$302B
$1.31 Million 0.22% of portfolio
9,158
Q2 2025 Reduced 6.8%
$222B
$1.24 Million 0.21% of portfolio
4,251
Q2 2025 Reduced 2.63%
$202B
$1.08 Million 0.18% of portfolio
8,153
Q2 2025 Reduced 17.09%
$203B
$985,000 0.17% of portfolio
34,055
Q2 2024 Added 15.33%
$229B
$1.03 Million 0.17% of portfolio
7,559
Q2 2025 Reduced 2.59%
$293B
$805,000 0.14% of portfolio
11,611
Q2 2025 Added 0.09%
$227B
$800,000 0.14% of portfolio
2,508
Q3 2024 Reduced 3.28%
$229B
$768,000 0.13% of portfolio
5,264
Q2 2025 Added 0.02%
$684B
$701,000 0.12% of portfolio
3,210
Q2 2025 Added 0.03%
$368B
$721,000 0.12% of portfolio
4,531
Q2 2025 Reduced 11.99%
$207B
$689,000 0.12% of portfolio
5,562
Q2 2025 New
$1.27T
$716,000 0.12% of portfolio
3,165
Q2 2024 Added 1.12%
$254B
$525,000 0.09% of portfolio
743
Q2 2025 Added 25.51%
$218B
$412,000 0.07% of portfolio
1,063
Q1 2025 Added 0.09%
$1.08T
$365,000 0.06% of portfolio
1,152
Q2 2025 Reduced 6.57%
$381B
$355,000 0.06% of portfolio
7,508
Q2 2025 Added 0.16%
$257B
$314,000 0.05% of portfolio
2,601
Q3 2023 Reduced 0.57%
$351B
$256,000 0.04% of portfolio
1,380
Q2 2025 Added 0.07%

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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