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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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