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
$623,000 0.11% of portfolio
14,778
Q2 2025 Added 48.25%
$0
$628,000 0.11% of portfolio
5,754
Q2 2025 Added 0.17%
$0
$565,000 0.1% of portfolio
2,600
Q4 2024 Reduced 5.11%
$0
$615,000 0.1% of portfolio
4,565
Q1 2025 Reduced 0.87%
$0
$594,000 0.1% of portfolio
23,469
Q2 2025 New
$150B
$607,000 0.1% of portfolio
3,075
Q4 2024 Reduced 3.42%
$99.2B
$605,000 0.1% of portfolio
2,196
Q2 2025 Reduced 7.42%
$177B
$573,000 0.1% of portfolio
2,949
Q2 2025 Reduced 3.41%
$0
$617,000 0.1% of portfolio
11,870
Q4 2024 Added 1.17%
$118B
$606,000 0.1% of portfolio
232
Q2 2023 Reduced 43.28%
$0
$601,000 0.1% of portfolio
4,000
Q1 2025 Reduced 0.62%
$254B
$525,000 0.09% of portfolio
743
Q2 2025 Added 25.51%
$0
$559,000 0.09% of portfolio
2,488
Q4 2020 New
$0
$527,000 0.09% of portfolio
1,854
Q1 2025 Reduced 16.64%
$172B
$555,000 0.09% of portfolio
540
Q4 2020 New
$80B
$513,000 0.09% of portfolio
2,076
Q3 2023 Reduced 1.8%
$0
$558,000 0.09% of portfolio
2,878
Q2 2025 Reduced 0.69%
$0
$546,000 0.09% of portfolio
29,000
Q1 2025 Added 3.57%
$0
$485,000 0.08% of portfolio
1,733
Q1 2025 Reduced 0.69%
$0
$502,000 0.08% of portfolio
2,841
Q2 2023 Reduced 11.19%
$0
$473,000 0.08% of portfolio
10,355
Q3 2023 New
$133B
$465,000 0.08% of portfolio
520
Q4 2023 Reduced 16.8%
$0
$454,000 0.08% of portfolio
17,163
Q4 2024 Added 200.0%
$95.6B
$391,000 0.07% of portfolio
1,713
Q2 2025 Added 0.12%
$77.3B
$427,000 0.07% of portfolio
2,292
Q2 2025 Reduced 7.43%
$150B
$428,000 0.07% of portfolio
1,435
Q2 2025 Reduced 0.97%
$0
$422,000 0.07% of portfolio
4,793
Q2 2025 Added 116.49%
$84.1B
$405,000 0.07% of portfolio
6,015
Q1 2025 Reduced 3.37%
$218B
$412,000 0.07% of portfolio
1,063
Q1 2025 Added 0.09%
$520M
$376,000 0.06% of portfolio
11,532
Q2 2025 New
$70.1B
$357,000 0.06% of portfolio
2,290
Q1 2023 Reduced 5.53%
$1.08T
$365,000 0.06% of portfolio
1,152
Q2 2025 Reduced 6.57%
$381B
$355,000 0.06% of portfolio
7,508
Q2 2025 Added 0.16%
$94.4B
$342,000 0.06% of portfolio
4,820
Q2 2025 Reduced 1.01%
$828M
$354,000 0.06% of portfolio
25,400
Q2 2025 Reduced 3.79%
$101B
$360,000 0.06% of portfolio
1,650
Q2 2025 Added 0.18%
$71.7B
$337,000 0.06% of portfolio
424
Q2 2025 Added 0.24%
$75.9B
$352,000 0.06% of portfolio
95
Q4 2024 Reduced 1.04%
$0
$298,000 0.05% of portfolio
1,975
Q3 2024 Reduced 50.0%
$0
$284,000 0.05% of portfolio
3,390
Q1 2023 Reduced 10.55%
$6.14B
$278,000 0.05% of portfolio
13,900
Q4 2024 Reduced 15.24%
$0
$320,000 0.05% of portfolio
13,902
Q3 2023 Reduced 10.32%
$182B
$311,000 0.05% of portfolio
7,200
Q2 2025 Reduced 13.12%
$70.4B
$314,000 0.05% of portfolio
5,000
Q2 2024 New
$257B
$314,000 0.05% of portfolio
2,601
Q3 2023 Reduced 0.57%
$120B
$269,000 0.05% of portfolio
3,006
Q2 2025 Added 7.55%
$0
$275,000 0.05% of portfolio
3,791
Q2 2025 Added 0.11%
$0
$296,000 0.05% of portfolio
13,500
Q4 2024 Added 17.39%
$0
$272,000 0.05% of portfolio
3,580
Q2 2025 Reduced 2.72%

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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