Meridian Wealth Advisors, LLC Portfolio Holdings
Meridian Wealth Advisors, LLC
- $667 Million
- Q3 2025
Meridian Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $667 Million distributed in 186 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 $76.2M, Ishares Gold Trust with a value of $42.3M, Exxon Mobil Corp with a value of $35.2M, Microsoft Corp with a value of $29.8M, and Apple Inc. with a value of $25.3M.
Examining the 13F form we can see an increase of $74.8M in the current position value, from $592M to 667M.
Below you can find more details about Meridian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
ETFs: $287 Million
Technology: $113 Million
Financial Services: $60.4 Million
Energy: $45.8 Million
Consumer Cyclical: $34.7 Million
Industrials: $32.3 Million
Healthcare: $31.9 Million
Communication Services: $29.4 Million
Other: $32.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 186
- Current Value $667 Million
- Prior Value $592 Million
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 9 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 37 stocks