Meridian Wealth Advisors, LLC Portfolio Holdings
Meridian Wealth Advisors, LLC
- $536 Million
- Q1 2025
Meridian Wealth Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 170 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 $62.8M, Exxon Mobil Corp with a value of $36.4M, Ishares Gold Trust with a value of $30M, Apple Inc. with a value of $21.3M, and Microsoft Corp with a value of $21M.
Examining the 13F form we can see an decrease of $5.15M in the current position value, from $541M 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: $207 Million
Technology: $83.8 Million
Financial Services: $54.2 Million
Energy: $47 Million
Healthcare: $33.6 Million
Consumer Cyclical: $31.8 Million
Industrials: $27 Million
Consumer Defensive: $22.6 Million
Other: $29.3 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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