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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$212B
$4.21 Million 0.78% of portfolio
9,469
Q4 2024 Reduced 1.54%
$1.14T
$3.7 Million 0.68% of portfolio
19,453
Q4 2024 Reduced 0.86%
$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%
$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%
$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%
$222B
$1.31 Million 0.24% of portfolio
4,502
Q4 2024 Added 1.15%
$208B
$860,000 0.16% of portfolio
1,654
Q3 2024 Reduced 0.42%
$231B
$877,000 0.16% of portfolio
7,759
Q4 2024 Added 1.37%
$232B
$744,000 0.14% of portfolio
2,508
Q3 2024 Reduced 3.28%
$266B
$686,000 0.13% of portfolio
11,593
Q4 2024 Added 1.68%
$1.04T
$625,000 0.12% of portfolio
3,165
Q2 2024 Added 1.12%
$489B
$534,000 0.1% of portfolio
3,208
Q4 2024 Added 1.55%
$246B
$544,000 0.1% of portfolio
1,548
Q4 2024 Added 0.39%
$1.14T
$412,000 0.08% of portfolio
1,022
Q4 2024 Reduced 7.18%
$228B
$338,000 0.06% of portfolio
591
Q4 2024 Added 24.95%
$369B
$333,000 0.06% of portfolio
7,591
Q4 2024 Reduced 90.23%
$230B
$253,000 0.05% of portfolio
2,601
Q3 2023 Reduced 0.57%
$349B
$246,000 0.05% of portfolio
1,387
Q4 2024 Reduced 7.78%

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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