Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

Meridian Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 176 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 $57.6M, Exxon Mobil Corp with a value of $36.9M, Microsoft Corp with a value of $22.8M, Apple Inc. with a value of $22.4M, and Ishares Gold Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $505M 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: $194 Million
Technology: $83.7 Million
Energy: $51.6 Million
Financial Services: $51.3 Million
Healthcare: $38 Million
Consumer Cyclical: $32 Million
Industrials: $30.7 Million
Consumer Defensive: $22.4 Million
Other: $31.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$616,000 0.11% of portfolio
1,805
Q3 2024 Reduced 1.1%
$0
$541,000 0.1% of portfolio
2,224
Q3 2024 Added 2.3%
$953B
$549,000 0.1% of portfolio
3,165
Q2 2024 Added 1.12%
$513B
$538,000 0.1% of portfolio
3,159
Q3 2024 Added 10.8%
$0
$514,000 0.1% of portfolio
2,488
Q4 2020 New
$229B
$545,000 0.1% of portfolio
1,542
Q3 2024 Reduced 1.72%
$0
$559,000 0.1% of portfolio
4,781
Q3 2024 Added 134.82%
$0
$537,000 0.1% of portfolio
4,075
Q4 2020 New
$0
$549,000 0.1% of portfolio
2,740
Q3 2023 Reduced 7.43%
$0
$532,000 0.1% of portfolio
5,427
Q3 2024 Added 48.4%
$0
$550,000 0.1% of portfolio
2,898
Q3 2024 Added 4.55%
$0
$537,000 0.1% of portfolio
2,999
Q2 2024 Added 36.5%
$88.9B
$526,000 0.1% of portfolio
7,143
Q3 2024 Reduced 17.56%
$84.9B
$544,000 0.1% of portfolio
2,076
Q3 2023 Reduced 1.8%
$0
$495,000 0.09% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$486,000 0.09% of portfolio
1,870
Q3 2024 Added 0.05%
$186B
$475,000 0.09% of portfolio
10,577
Q3 2024 Added 18.03%
$106B
$475,000 0.09% of portfolio
232
Q2 2023 Reduced 43.28%
$216B
$482,000 0.09% of portfolio
540
Q4 2020 New
$86.5B
$459,000 0.09% of portfolio
2,485
Q3 2024 Added 8.42%
$69.1B
$477,000 0.09% of portfolio
2,376
Q3 2024 Reduced 0.25%
$0
$467,000 0.09% of portfolio
11,733
Q4 2023 Added 1.59%
$0
$483,000 0.09% of portfolio
5,721
Q2 2024 Added 63.88%
$82.3B
$447,000 0.08% of portfolio
2,290
Q1 2023 Reduced 5.53%
$0
$406,000 0.08% of portfolio
10,355
Q3 2023 New
$0
$420,000 0.08% of portfolio
10,132
Q3 2024 Reduced 0.01%
$0
$446,000 0.08% of portfolio
21,500
Q3 2024 New
$89.5B
$402,000 0.08% of portfolio
520
Q4 2023 Reduced 16.8%
$215B
$416,000 0.08% of portfolio
1,066
Q3 2024 Added 11.16%
$50.7B
$403,000 0.08% of portfolio
4,430
Q3 2024 Reduced 3.61%
$152B
$425,000 0.08% of portfolio
5,029
Q3 2024 Added 9.28%
$89.1B
$379,000 0.07% of portfolio
428
Q3 2024 Added 48.1%
$93.4B
$384,000 0.07% of portfolio
1,851
Q3 2024 Added 0.11%
$115B
$366,000 0.07% of portfolio
1,641
Q3 2024 Reduced 0.36%
$0
$374,000 0.07% of portfolio
9,968
Q3 2024 New
$320B
$297,000 0.06% of portfolio
1,504
Q3 2024 Reduced 4.45%
$59.7B
$302,000 0.06% of portfolio
96
Q3 2024 Added 20.0%
$223B
$299,000 0.06% of portfolio
2,601
Q3 2023 Reduced 0.57%
$6.24B
$334,000 0.06% of portfolio
16,400
Q3 2024 Added 6.49%
$0
$311,000 0.06% of portfolio
21,188
Q2 2024 Added 0.01%
$114B
$346,000 0.06% of portfolio
3,852
Q3 2024 Reduced 17.41%
$136B
$320,000 0.06% of portfolio
3,043
Q3 2024 Added 10.69%
$60B
$299,000 0.06% of portfolio
1,246
Q3 2024 Reduced 1.81%
$31.3B
$302,000 0.06% of portfolio
1,757
Q3 2024 Reduced 23.01%
$47.1B
$299,000 0.06% of portfolio
3,353
Q3 2024 Added 0.12%
$0
$321,000 0.06% of portfolio
13,902
Q3 2023 Reduced 10.32%
$98.5B
$276,000 0.05% of portfolio
2,029
Q3 2024 Reduced 6.06%
$149B
$260,000 0.05% of portfolio
1,290
Q3 2024 Reduced 2.27%
$51.6B
$252,000 0.05% of portfolio
3,012
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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