Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $592 Million
  • Q2 2025

Meridian Wealth Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $592 Million distributed in 180 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 $67.6M, Ishares Gold Trust with a value of $34M, Exxon Mobil Corp with a value of $33.1M, Microsoft Corp with a value of $28.1M, and Spdr S&P 500 ETF Trust with a value of $20.4M.

Examining the 13F form we can see an increase of $55.7M in the current position value, from $536M to 592M.

Below you can find more details about Meridian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $592 Million
ETFs: $243 Million
Technology: $100 Million
Financial Services: $57.6 Million
Energy: $42.9 Million
Consumer Cyclical: $33.5 Million
Industrials: $30.2 Million
Healthcare: $29.6 Million
Communication Services: $23.7 Million
Other: $31.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.6 Million 11.41% of portfolio
108,820
Q2 2025 Reduced 2.61%
$53.5B
$34 Million 5.75% of portfolio
545,373
Q2 2025 Added 7.02%
$442B
$33.1 Million 5.6% of portfolio
307,308
Q2 2025 Added 0.34%
$3.95T
$28.1 Million 4.74% of portfolio
56,411
Q2 2025 Added 1.01%
$0
$20.4 Million 3.44% of portfolio
32,970
Q2 2025 Reduced 1.88%
$3.69T
$20 Million 3.37% of portfolio
97,252
Q2 2025 Added 1.3%
$859B
$16.7 Million 2.83% of portfolio
57,763
Q2 2025 Added 1.0%
$456B
$13 Million 2.19% of portfolio
81,976
Q2 2025 Reduced 6.93%
$0
$12.8 Million 2.17% of portfolio
136,747
Q2 2025 Added 11.94%
$0
$12.6 Million 2.13% of portfolio
47,395
Q2 2025 New
$2.26T
$12 Million 2.03% of portfolio
54,875
Q2 2025 Added 1.24%
$0
$11.4 Million 1.93% of portfolio
62,819
Q2 2025 Added 1.2%
$0
$11.4 Million 1.92% of portfolio
40,656
Q2 2025 Added 10.8%
$1.21T
$11 Million 1.86% of portfolio
62,353
Q2 2025 Added 4.56%
$439B
$10.8 Million 1.83% of portfolio
10,947
Q2 2025 Added 1.24%
$0
$10.4 Million 1.75% of portfolio
204,372
Q2 2025 Reduced 0.9%
$551B
$9.59 Million 1.62% of portfolio
27,020
Q2 2025 Added 1.78%
$0
$8.24 Million 1.39% of portfolio
144,526
Q2 2025 Added 24.4%
$0
$7.18 Million 1.21% of portfolio
12,669
Q2 2025 Reduced 0.93%
$1.78T
$7.14 Million 1.21% of portfolio
9,670
Q2 2025 Reduced 2.82%
$621B
$7.11 Million 1.2% of portfolio
14,639
Q2 2025 Reduced 1.75%
$6.4B
$6.58 Million 1.11% of portfolio
72,960
Q2 2025 Added 1,430.52%
$182B
$6.33 Million 1.07% of portfolio
12,013
Q2 2025 Added 2.59%
$405B
$6.28 Million 1.06% of portfolio
17,130
Q2 2025 Added 0.87%
$281B
$6.2 Million 1.05% of portfolio
63,434
Q2 2025 Reduced 15.97%
$127B
$5.87 Million 0.99% of portfolio
21,277
Q2 2025 Added 62.15%
$135B
$5.7 Million 0.96% of portfolio
24,784
Q2 2025 Reduced 0.17%
$232B
$5.69 Million 0.96% of portfolio
20,855
Q2 2025 Added 5.07%
$55.9B
$5.62 Million 0.95% of portfolio
27,903
Q2 2025 Reduced 17.87%
$94.7B
$5.2 Million 0.88% of portfolio
7,103
Q2 2025 Added 4.21%
$608B
$4.97 Million 0.84% of portfolio
6,380
Q2 2025 Reduced 0.37%
$0
$5 Million 0.84% of portfolio
19,754
Q2 2025 Reduced 1.17%
$102B
$4.9 Million 0.83% of portfolio
11,194
Q2 2025 Reduced 50.23%
$282B
$4.7 Million 0.79% of portfolio
33,099
Q2 2025 Reduced 4.11%
$79.3B
$4.27 Million 0.72% of portfolio
25,701
Q2 2025 Added 6.33%
$57.8B
$4.2 Million 0.71% of portfolio
19,215
Q2 2025 Reduced 7.4%
$203B
$4.2 Million 0.71% of portfolio
53,027
Q2 2025 Reduced 1.46%
$0
$4.12 Million 0.7% of portfolio
30,338
Q2 2025 Added 3.13%
$245B
$4.17 Million 0.7% of portfolio
13,361
Q2 2025 Added 3.35%
$35.6B
$4.17 Million 0.7% of portfolio
72,298
Q2 2025 Reduced 4.0%
$157B
$3.9 Million 0.66% of portfolio
10,075
Q2 2025 Added 1.63%
$87.3B
$3.84 Million 0.65% of portfolio
25,203
Q2 2025 Added 1,561.37%
$64.2B
$3.68 Million 0.62% of portfolio
13,052
Q2 2025 Reduced 2.31%
$1.19B
$3.45 Million 0.58% of portfolio
61,468
Q2 2025 Reduced 9.6%
$79.5B
$3.4 Million 0.57% of portfolio
27,169
Q2 2025 Added 1.13%
$1.24T
$3.21 Million 0.54% of portfolio
18,068
Q2 2025 Reduced 5.94%
$0
$2.87 Million 0.49% of portfolio
6,768
Q2 2025 Reduced 4.46%
$0
$2.7 Million 0.46% of portfolio
63,404
Q2 2025 Reduced 4.48%
$306B
$2.74 Million 0.46% of portfolio
38,709
Q2 2025 Reduced 0.48%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $592 Million
  • Prior Value $536 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email