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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$2.2 Million 0.41% of portfolio
13,122
Q1 2025 Reduced 3.07%
$0
$2.21 Million 0.41% of portfolio
23,825
Q1 2025 Added 0.11%
$406B
$1.85 Million 0.34% of portfolio
11,136
Q1 2025 Reduced 4.35%
$270B
$1.64 Million 0.31% of portfolio
9,826
Q1 2025 Added 1.16%
$108B
$1.69 Million 0.31% of portfolio
5,848
Q1 2025 Added 5.75%
$0
$1.53 Million 0.29% of portfolio
2,981
Q1 2025 Reduced 59.58%
$554B
$1.56 Million 0.29% of portfolio
2,847
Q1 2025 Reduced 1.08%
$0
$1.58 Million 0.29% of portfolio
97,722
Q1 2025 Added 0.51%
$152B
$1.57 Million 0.29% of portfolio
7,407
Q1 2025 Reduced 4.28%
$140B
$1.5 Million 0.28% of portfolio
6,447
Q1 2025 Added 0.02%
$180B
$1.47 Million 0.27% of portfolio
9,833
Q1 2025 Reduced 13.24%
$0
$1.45 Million 0.27% of portfolio
17,938
Q1 2025 Reduced 8.66%
$0
$1.39 Million 0.26% of portfolio
5,246
Q1 2025 Reduced 3.65%
$31.3B
$1.41 Million 0.26% of portfolio
10,154
Q1 2025 Reduced 2.54%
$67.6B
$1.41 Million 0.26% of portfolio
41,348
Q4 2024 Reduced 21.01%
$0
$1.32 Million 0.25% of portfolio
4,817
Q1 2025 Reduced 3.54%
$0
$1.28 Million 0.24% of portfolio
9,086
Q1 2025 Reduced 1.41%
$54B
$1.3 Million 0.24% of portfolio
69,928
Q1 2025 Added 5.59%
$111B
$1.21 Million 0.23% of portfolio
6,023
Q1 2025 Reduced 5.95%
$0
$1.17 Million 0.22% of portfolio
2,505
Q1 2025 Added 36.29%
$124B
$1.12 Million 0.21% of portfolio
3,696
Q1 2025 Reduced 2.48%
$70B
$1.05 Million 0.2% of portfolio
2,401
Q1 2025 Reduced 11.57%
$0
$1.07 Million 0.2% of portfolio
31,037
Q3 2021 Reduced 34.4%
$234B
$1.03 Million 0.19% of portfolio
7,760
Q1 2025 Added 0.01%
$125B
$969,000 0.18% of portfolio
2,170
Q1 2025 Added 0.28%
$0
$966,000 0.18% of portfolio
3,151
Q4 2024 Added 0.25%
$132B
$983,000 0.18% of portfolio
38,825
Q1 2025 Reduced 1.75%
$199B
$963,000 0.18% of portfolio
34,055
Q2 2024 Added 15.33%
$165B
$886,000 0.17% of portfolio
5,769
Q1 2025 Added 0.7%
$398B
$877,000 0.16% of portfolio
5,148
Q1 2025 Reduced 82.44%
$135B
$797,000 0.15% of portfolio
2,610
Q1 2025 Reduced 0.15%
$98.4B
$773,000 0.14% of portfolio
5,535
Q1 2025 Added 5.73%
$0
$747,000 0.14% of portfolio
2,016
Q4 2023 Reduced 14.29%
$221B
$674,000 0.13% of portfolio
2,508
Q3 2024 Reduced 3.28%
$202B
$697,000 0.13% of portfolio
5,263
Q1 2025 Reduced 10.89%
$155B
$693,000 0.13% of portfolio
1,394
Q1 2025 Reduced 15.72%
$0
$706,000 0.13% of portfolio
2,750
Q4 2020 New
$149B
$709,000 0.13% of portfolio
5,828
Q1 2025 Added 0.05%
$262B
$715,000 0.13% of portfolio
11,601
Q1 2025 Added 0.07%
$58.3B
$708,000 0.13% of portfolio
4,152
Q1 2025 Reduced 0.34%
$0
$626,000 0.12% of portfolio
12,582
Q3 2024 Reduced 13.21%
$104B
$629,000 0.12% of portfolio
2,372
Q1 2025 Reduced 14.24%
$0
$629,000 0.12% of portfolio
4,805
Q4 2024 Reduced 1.84%
$0
$640,000 0.12% of portfolio
3,699
Q4 2024 Added 23.34%
$0
$666,000 0.12% of portfolio
4,565
Q1 2025 Reduced 0.87%
$138B
$630,000 0.12% of portfolio
3,075
Q4 2024 Reduced 3.42%
$81.5B
$606,000 0.11% of portfolio
2,503
Q1 2025 Reduced 2.91%
$0
$600,000 0.11% of portfolio
5,744
Q1 2025 Reduced 10.1%
$177B
$594,000 0.11% of portfolio
3,053
Q1 2025 Reduced 2.46%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $536 Million
  • Prior Value $541 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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