Meridian Wealth Advisors, LLC Portfolio Holdings by Sector
Meridian Wealth Advisors, LLC
- $536 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IAU SPY USMV VIG PTLC VO MDY 49 stocks |
$205,796
38.38% of portfolio
|
15
|
14
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$38,066
7.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE PANW ORCL 4 stocks |
$25,921
4.83% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NXPI AMD AVGO ADI QCOM TXN TSM 8 stocks |
$22,450
4.19% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,325
3.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$17,956
3.35% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$16,852
3.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK AMGN JNJ PFE NVS ABBV GILD 8 stocks |
$16,295
3.04% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$14,340
2.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$11,537
2.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$10,764
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$8,150
1.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$7,934
1.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$7,904
1.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7,726
1.44% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$7,577
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO 2 stocks |
$7,191
1.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME ICE 3 stocks |
$6,826
1.27% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$6,771
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN 3 stocks |
$6,201
1.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$5,864
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW 2 stocks |
$5,755
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD 2 stocks |
$4,777
0.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$4,587
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$4,368
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$4,259
0.79% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO DHR 3 stocks |
$4,237
0.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$3,940
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$3,738
0.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET OKE WMB 4 stocks |
$3,437
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CSQ BX ARCC EXG 4 stocks |
$2,798
0.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ 3 stocks |
$1,791
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1,790
0.33% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,766
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF GS 2 stocks |
$1,733
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$1,666
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
KRP DVN COP FANG EOG 5 stocks |
$1,416
0.26% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,323
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$1,307
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$1,108
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$1,002
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$797
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$709
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$546
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$435
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$408
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$401
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$377
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$353
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$350
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$319
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$309
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
LBRT PUMP 2 stocks |
$307
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$279
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$274
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
RSVR 1 stocks |
$114
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|