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