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
$34.5B
$2.69 Million 0.45% of portfolio
17,052
Q2 2025 Added 3.15%
$210B
$2.67 Million 0.45% of portfolio
9,054
Q2 2025 Reduced 5.68%
$0
$2.63 Million 0.44% of portfolio
23,851
Q2 2025 Added 0.11%
$152B
$2.29 Million 0.39% of portfolio
8,214
Q2 2025 Added 0.6%
$0
$1.91 Million 0.32% of portfolio
10,486
Q2 2025 Added 183.48%
$0
$1.91 Million 0.32% of portfolio
3,368
Q2 2025 Added 12.98%
$106B
$1.8 Million 0.3% of portfolio
5,918
Q2 2025 Added 1.2%
$0
$1.77 Million 0.3% of portfolio
3,202
Q2 2025 Added 27.82%
$0
$1.78 Million 0.3% of portfolio
97,722
Q1 2025 Added 0.51%
$146B
$1.63 Million 0.28% of portfolio
7,010
Q2 2025 Reduced 5.36%
$548B
$1.58 Million 0.27% of portfolio
2,803
Q2 2025 Reduced 1.55%
$452B
$1.58 Million 0.27% of portfolio
10,321
Q2 2025 Reduced 7.32%
$0
$1.55 Million 0.26% of portfolio
17,813
Q2 2025 Reduced 0.7%
$36.2B
$1.56 Million 0.26% of portfolio
10,154
Q1 2025 Reduced 2.54%
$152B
$1.5 Million 0.25% of portfolio
6,775
Q2 2025 Added 5.09%
$0
$1.51 Million 0.25% of portfolio
8,706
Q2 2025 Reduced 4.18%
$302B
$1.31 Million 0.22% of portfolio
9,158
Q2 2025 Reduced 6.8%
$0
$1.3 Million 0.22% of portfolio
5,247
Q2 2025 Added 0.02%
$68.2B
$1.28 Million 0.22% of portfolio
41,348
Q4 2024 Reduced 21.01%
$222B
$1.24 Million 0.21% of portfolio
4,251
Q2 2025 Reduced 2.63%
$53.7B
$1.27 Million 0.21% of portfolio
69,928
Q1 2025 Added 5.59%
$119B
$1.18 Million 0.2% of portfolio
4,947
Q2 2025 Reduced 17.86%
$123B
$1.13 Million 0.19% of portfolio
7,540
Q2 2025 Added 36.22%
$0
$1.08 Million 0.18% of portfolio
31,037
Q3 2021 Reduced 34.4%
$0
$1.07 Million 0.18% of portfolio
3,151
Q4 2024 Added 0.25%
$202B
$1.08 Million 0.18% of portfolio
8,153
Q2 2025 Reduced 17.09%
$203B
$985,000 0.17% of portfolio
34,055
Q2 2024 Added 15.33%
$229B
$1.03 Million 0.17% of portfolio
7,559
Q2 2025 Reduced 2.59%
$113B
$1.01 Million 0.17% of portfolio
2,176
Q2 2025 Added 0.28%
$112B
$986,000 0.17% of portfolio
3,405
Q2 2025 Reduced 7.87%
$0
$1.04 Million 0.17% of portfolio
4,800
Q2 2025 New
$78.6B
$1.01 Million 0.17% of portfolio
2,401
Q1 2025 Reduced 11.57%
$138B
$934,000 0.16% of portfolio
38,543
Q2 2025 Reduced 0.73%
$173B
$912,000 0.15% of portfolio
5,729
Q2 2025 Reduced 0.69%
$0
$883,000 0.15% of portfolio
2,016
Q4 2023 Reduced 14.29%
$293B
$805,000 0.14% of portfolio
11,611
Q2 2025 Added 0.09%
$227B
$800,000 0.14% of portfolio
2,508
Q3 2024 Reduced 3.28%
$52.5B
$849,000 0.14% of portfolio
4,152
Q1 2025 Reduced 0.34%
$124B
$789,000 0.13% of portfolio
2,560
Q2 2025 Reduced 1.92%
$229B
$768,000 0.13% of portfolio
5,264
Q2 2025 Added 0.02%
$0
$784,000 0.13% of portfolio
2,750
Q4 2020 New
$684B
$701,000 0.12% of portfolio
3,210
Q2 2025 Added 0.03%
$155B
$720,000 0.12% of portfolio
5,831
Q2 2025 Added 0.05%
$368B
$721,000 0.12% of portfolio
4,531
Q2 2025 Reduced 11.99%
$207B
$689,000 0.12% of portfolio
5,562
Q2 2025 New
$1.27T
$716,000 0.12% of portfolio
3,165
Q2 2024 Added 1.12%
$0
$708,000 0.12% of portfolio
4,805
Q4 2024 Reduced 1.84%
$73.8B
$649,000 0.11% of portfolio
2,633
Q2 2025 Added 5.19%
$0
$658,000 0.11% of portfolio
12,582
Q3 2024 Reduced 13.21%

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
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