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
$74.5B
$514,000 0.1% of portfolio
2,076
Q3 2023 Reduced 1.8%
$0
$552,000 0.1% of portfolio
29,000
Q1 2025 Added 3.57%
$1.01T
$525,000 0.1% of portfolio
3,165
Q2 2024 Added 1.12%
$0
$545,000 0.1% of portfolio
2,898
Q3 2024 Added 4.55%
$0
$545,000 0.1% of portfolio
11,870
Q4 2024 Added 1.17%
$0
$513,000 0.1% of portfolio
2,600
Q4 2024 Reduced 5.11%
$0
$490,000 0.09% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$501,000 0.09% of portfolio
2,488
Q4 2020 New
$0
$508,000 0.09% of portfolio
4,000
Q1 2025 Reduced 0.62%
$0
$479,000 0.09% of portfolio
17,163
Q4 2024 Added 200.0%
$204B
$429,000 0.08% of portfolio
540
Q4 2020 New
$0
$429,000 0.08% of portfolio
1,733
Q1 2025 Reduced 0.69%
$0
$453,000 0.08% of portfolio
1,854
Q1 2025 Reduced 16.64%
$70.3B
$435,000 0.08% of portfolio
2,476
Q1 2025 Added 0.04%
$131B
$452,000 0.08% of portfolio
232
Q2 2023 Reduced 43.28%
$198B
$452,000 0.08% of portfolio
1,449
Q1 2025 Reduced 6.4%
$449B
$448,000 0.08% of portfolio
3,209
Q1 2025 Added 0.03%
$36.9B
$429,000 0.08% of portfolio
4,330
Q4 2024 Reduced 2.26%
$151B
$453,000 0.08% of portfolio
12,296
Q1 2025 Reduced 36.06%
$92.5B
$408,000 0.08% of portfolio
6,015
Q1 2025 Reduced 3.37%
$763M
$369,000 0.07% of portfolio
26,400
Q1 2025 Reduced 13.01%
$116B
$401,000 0.07% of portfolio
1,647
Q1 2025 Added 0.18%
$182B
$350,000 0.07% of portfolio
1,063
Q1 2025 Added 0.09%
$108B
$353,000 0.07% of portfolio
520
Q4 2023 Reduced 16.8%
$185B
$375,000 0.07% of portfolio
8,287
Q1 2025 Reduced 11.97%
$0
$396,000 0.07% of portfolio
10,355
Q3 2023 New
$71.2B
$362,000 0.07% of portfolio
95
Q4 2024 Reduced 1.04%
$99.4B
$396,000 0.07% of portfolio
1,711
Q1 2025 Added 0.12%
$79.3B
$377,000 0.07% of portfolio
2,290
Q1 2023 Reduced 5.53%
$0
$320,000 0.06% of portfolio
13,902
Q3 2023 Reduced 10.32%
$204B
$323,000 0.06% of portfolio
592
Q1 2025 Added 0.17%
$81.1B
$344,000 0.06% of portfolio
423
Q4 2024 Reduced 1.17%
$1.08T
$319,000 0.06% of portfolio
1,233
Q1 2025 Added 20.65%
$20.4B
$341,000 0.06% of portfolio
9,118
Q1 2025 Reduced 3.8%
$354B
$312,000 0.06% of portfolio
7,496
Q1 2025 Reduced 1.25%
$0
$299,000 0.06% of portfolio
13,500
Q4 2024 Added 17.39%
$77.6B
$309,000 0.06% of portfolio
4,869
Q1 2025 Reduced 42.89%
$74.7B
$298,000 0.06% of portfolio
5,000
Q2 2024 New
$110B
$293,000 0.05% of portfolio
2,795
Q1 2025 Reduced 7.73%
$331B
$288,000 0.05% of portfolio
1,379
Q1 2025 Reduced 0.58%
$101B
$248,000 0.05% of portfolio
1,442
Q1 2025 Reduced 96.23%
$6.06B
$274,000 0.05% of portfolio
13,900
Q4 2024 Reduced 15.24%
$251B
$289,000 0.05% of portfolio
2,601
Q3 2023 Reduced 0.57%
$138B
$279,000 0.05% of portfolio
3,940
Q1 2025 Reduced 21.61%
$111B
$278,000 0.05% of portfolio
3,104
Q1 2025 Reduced 16.54%
$0
$264,000 0.05% of portfolio
3,390
Q1 2023 Reduced 10.55%
$0
$279,000 0.05% of portfolio
3,680
Q1 2025 Added 2.79%
$0
$259,000 0.05% of portfolio
1,975
Q3 2024 Reduced 50.0%
$0
$263,000 0.05% of portfolio
5,250
Q1 2021 New

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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