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