The Analysis of Meridian Wealth Advisors, LLC's Holdings
Currently, Meridian Wealth Advisors, LLC holds 186 types of securities in its portfolio with a total value $704.4M. In the most recent quarter, they have increased their positions in VOO (+12.4K shares, valued at $7.6M), IWF (+8.8K shares, valued at $4.1M), IVV (+5.0K shares, valued at $3.3M); decreased their positions in AVGO (-1.2K shares, valued at $396.9K), AESI (-28.3K shares, valued at $321.6K), DIS (-2.3K shares, valued at $262.0K); initiated new positions in IJH (+8.3K shares, valued at $544.8K), VNOM (+9.8K shares, valued at $373.3K), IBIT (+4.0K shares, valued at $257.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR113.8K shares4.60%2025-09-302025-11-12
IAU ISHARES GOLD TR580.9K shares6.51%2025-09-302025-11-12 XOM EXXON MOBIL CORP312.3K shares1.61%2025-09-302025-11-12 MSFT MICROSOFT CORP57.6K shares2.06%2025-09-302025-11-12 AESI ATLAS ENERGY SOLUTIONS INC2.4M shares-1.14%2025-09-302025-11-12 AAPL APPLE INC99.4K shares2.17%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR32.9K shares-0.15%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.59.7K shares3.33%2025-09-302025-11-12 OEF ISHARES TR47.4K shares-0.02%2025-09-302025-11-12 NVDA NVIDIA CORPORATION83.1K shares1.34%2025-09-302025-11-12 GOOGL ALPHABET INC62.4K shares0.02%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS62.3K shares-0.83%2025-09-302025-11-12 USMV ISHARES TR140.7K shares2.91%2025-09-302025-11-12 VO VANGUARD INDEX FDS44.6K shares9.77%2025-09-302025-11-12 AMZN AMAZON COM INC54.0K shares-1.58%2025-09-302025-11-12 PTLC PACER FDS TR204.4K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW11.4K shares4.59%2025-09-302025-11-12 ETN EATON CORP PLC27.2K shares1.00%2025-09-302025-11-12 VOO VANGUARD INDEX FDS15.8K shares369.30%2025-09-302025-11-12 V VISA INC27.5K shares1.83%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS151.0K shares4.46%2025-09-302025-11-12 ORLY OREILLY AUTOMOTIVE INC72.5K shares-0.64%2025-09-302025-11-12 META META PLATFORMS INC10.4K shares7.88%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR12.7K shares0.25%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL14.5K shares-0.79%2025-09-302025-11-12 IWF ISHARES TR15.5K shares129.31%2025-09-302025-11-12 HD HOME DEPOT INC17.3K shares1.02%2025-09-302025-11-12 WMT WALMART INC66.2K shares4.42%2025-09-302025-11-12 AVGO BROADCOM INC20.1K shares-5.65%2025-09-302025-11-12 SDY SPDR SERIES TRUST47.2K shares55.46%2025-09-302025-11-12 ALL ALLSTATE CORP28.0K shares0.36%2025-09-302025-11-12 UNP UNION PAC CORP25.3K shares2.07%2025-09-302025-11-12 SPGI S&P GLOBAL INC12.1K shares0.80%2025-09-302025-11-12 MCK MCKESSON CORP7.3K shares2.56%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR19.7K shares-0.38%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC34.0K shares2.63%2025-09-302025-11-12 IVW ISHARES TR41.7K shares75.03%2025-09-302025-11-12 CRM SALESFORCE INC21.1K shares1.40%2025-09-302025-11-12 MPC MARATHON PETE CORP26.0K shares1.02%2025-09-302025-11-12 LLY ELI LILLY & CO6.4K shares1.07%2025-09-302025-11-12 NXPI NXP SEMICONDUCTORS N V20.9K shares8.80%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC11.2K shares-0.39%2025-09-302025-11-12 O REALTY INCOME CORP76.5K shares5.87%2025-09-302025-11-12 GOOG ALPHABET INC18.9K shares4.39%2025-09-302025-11-12 MRK MERCK & CO INC54.5K shares2.71%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC12.7K shares-4.62%2025-09-302025-11-12 MMM 3M CO27.6K shares9.43%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC13.8K shares5.46%2025-09-302025-11-12 ADBE ADOBE INC10.2K shares1.38%2025-09-302025-11-12 FI FISERV INC27.9K shares2.56%2025-09-302025-11-12 IQV IQVIA HLDGS INC17.8K shares4.67%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS12.0K shares32.44%2025-09-302025-11-12 DIVO AMPLIFY ETF TR62.5K shares-1.36%2025-09-302025-11-12 KO COCA COLA CO39.6K shares2.30%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T12.5K shares19.07%2025-09-302025-11-12 AMGN AMGEN INC8.3K shares1.03%2025-09-302025-11-12 CMG CHIPOTLE MEXICAN GRILL INC56.7K shares-7.73%2025-09-302025-11-12 QQQ INVESCO QQQ TR3.5K shares7.96%2025-09-302025-11-12 GLD SPDR GOLD TR5.6K shares-5.31%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON10.4K shares0.38%2025-09-302025-11-12 CSQ CALAMOS STRATEGIC TOTAL RETU97.7K shares0.00%2025-09-302025-11-12 RJF RAYMOND JAMES FINL INC10.2K shares0.61%2025-09-302025-11-12 IYW ISHARES TR8.7K shares0.00%2025-09-302025-11-12 LOW LOWES COS INC6.7K shares-0.50%2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS16.6K shares-6.74%2025-09-302025-11-12 MA MASTERCARD INCORPORATED2.8K shares1.07%2025-09-302025-11-12 VTI VANGUARD INDEX FDS4.8K shares5.39%2025-09-302025-11-12 HON HONEYWELL INTL INC7.1K shares0.93%2025-09-302025-11-12 CVX CHEVRON CORP NEW9.2K shares0.38%2025-09-302025-11-12 BX BLACKSTONE INC8.3K shares9.81%2025-09-302025-11-12 MCD MCDONALDS CORP4.4K shares3.48%2025-09-302025-11-12 VHT VANGUARD WORLD FD5.0K shares-4.75%2025-09-302025-11-12 BLK BLACKROCK INC1.1K shares4.00%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L40.4K shares-2.18%2025-09-302025-11-12 ADI ANALOG DEVICES INC4.9K shares0.02%2025-09-302025-11-12 ET ENERGY TRANSFER L P68.4K shares-2.15%2025-09-302025-11-12 IWM ISHARES TR4.8K shares1.02%2025-09-302025-11-12 PEP PEPSICO INC8.3K shares1.68%2025-09-302025-11-12 IWB ISHARES TR3.2K shares1.08%2025-09-302025-11-12 CAT CATERPILLAR INC2.4K shares125.59%2025-09-302025-11-12 PTMC PACER FDS TR31.0K shares0.00%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP2.2K shares1.61%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC2.3K shares-4.62%2025-09-302025-11-12 ABT ABBOTT LABS7.7K shares2.18%2025-09-302025-11-12 VUG VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-12 PFE PFIZER INC37.9K shares-1.59%2025-09-302025-11-12 T AT&T INC34.1K shares0.00%2025-09-302025-11-12 CB CHUBB LIMITED3.3K shares-3.64%2025-09-302025-11-12 QCOM QUALCOMM INC5.5K shares-3.39%2025-09-302025-11-12 INFL LISTED FDS TR20.4K shares37.89%2025-09-302025-11-12 GDX VANECK ETF TRUST11.9K shares0.00%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC4.4K shares4.82%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares0.00%2025-09-302025-11-12 RTX RTX CORPORATION5.3K shares0.02%2025-09-302025-11-12 CSCO CISCO SYS INC12.7K shares9.58%2025-09-302025-11-12 FBTC FIDELITY WISE ORIGIN BITCOIN8.7K shares73.76%2025-09-302025-11-12 TJX TJX COS INC NEW5.9K shares2.01%2025-09-302025-11-12 ORCL ORACLE CORP3.0K shares-5.98%2025-09-302025-11-12 VV VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-11-12 INBX INHIBRX BIOSCIENCES INC25.0K shares0.00%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC1.1K shares42.26%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO2.5K shares-1.75%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO5.0K shares10.62%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN2.6K shares0.74%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-11-12 IJR ISHARES TR5.9K shares2.17%2025-09-302025-11-12 PHYS SPROTT ASSET MANAGEMENT LP23.5K shares0.00%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR12.6K shares0.00%2025-09-302025-11-12 IUSG ISHARES TR4.0K shares0.00%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC1.3K shares0.00%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR4.6K shares0.00%2025-09-302025-11-12 XLY SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-12 SGDM SPROTT ETF TRUST10.0K shares0.00%2025-09-302025-11-12 RSG REPUBLIC SVCS INC2.7K shares1.71%2025-09-302025-11-12 MGC VANGUARD WORLD FD2.5K shares0.00%2025-09-302025-11-12 TSLA TESLA INC1.4K shares18.06%2025-09-302025-11-12 DHR DANAHER CORPORATION3.0K shares-3.61%2025-09-302025-11-12 IWD ISHARES TR2.9K shares0.00%2025-09-302025-11-12 CME CME GROUP INC2.1K shares-3.32%2025-09-302025-11-12 KLAC KLA CORP527 shares1.35%2025-09-302025-11-12 PFFD GLOBAL X FDS29.0K shares0.00%2025-09-302025-11-12 TXN TEXAS INSTRS INC3.0K shares1.19%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC2.1K shares0.72%2025-09-302025-11-12 IJH ISHARES TR8.3K sharesnew addition2025-09-302025-11-12 VOT VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-12 MELI MERCADOLIBRE INC232 shares0.00%2025-09-302025-11-12 VTV VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-11-12 NOW SERVICENOW INC552 shares2.22%2025-09-302025-11-12 VIS VANGUARD WORLD FD1.7K shares-1.44%2025-09-302025-11-12 RPG INVESCO EXCHANGE TRADED FD T10.4K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR17.2K shares0.00%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC2.3K shares0.92%2025-09-302025-11-12 TLT ISHARES TR5.1K shares6.18%2025-09-302025-11-12 TCBX THIRD COAST BANCSHARES INC11.5K shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC1.8K shares29.93%2025-09-302025-11-12 AZO AUTOZONE INC95 shares0.00%2025-09-302025-11-12 BAC BANK AMERICA CORP7.7K shares2.22%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.7K shares1.69%2025-09-302025-11-12 DIS DISNEY WALT CO3.3K shares-41.14%2025-09-302025-11-12 VNOM VIPER ENERGY INC9.8K sharesnew addition2025-09-302025-11-12 MDLZ MONDELEZ INTL INC5.9K shares-1.10%2025-09-302025-11-12 WMB WILLIAMS COS INC5.8K shares15.00%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND1.5K shares2.37%2025-09-302025-11-12 ZTS ZOETIS INC2.3K shares1.05%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC1.7K shares1.76%2025-09-302025-11-12 NKE NIKE INC4.8K shares0.04%2025-09-302025-11-12 NVS NOVARTIS AG2.6K shares0.00%2025-09-302025-11-12 EQIX EQUINIX INC425 shares0.24%2025-09-302025-11-12 FTC FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC6.9K shares-3.72%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.5K shares14.88%2025-09-302025-11-12 SPYM SPDR SERIES TRUST3.8K shares0.34%2025-09-302025-11-12 COP CONOCOPHILLIPS3.1K shares2.16%2025-09-302025-11-12 XLP SELECT SECTOR SPDR TR3.6K shares0.00%2025-09-302025-11-12 ICLN ISHARES TR17.9K shares0.00%2025-09-302025-11-12 BSJP INVESCO EXCH TRD SLF IDX FD11.9K shares-14.39%2025-09-302025-11-12 STWD STARWOOD PPTY TR INC13.9K shares0.36%2025-09-302025-11-12 NEE NEXTERA ENERGY INC3.5K shares3.27%2025-09-302025-11-12 PSX PHILLIPS 662.0K shares4.21%2025-09-302025-11-12 OKE ONEOK INC NEW3.6K shares14.64%2025-09-302025-11-12 SPHD INVESCO EXCH TRADED FD TR II5.3K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD346 shares-2.81%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF4.0K sharesnew addition2025-09-302025-11-12 C CITIGROUP INC2.5K shares0.20%2025-09-302025-11-12 KRP KIMBELL RTY PARTNERS LP18.9K shares-25.59%2025-09-302025-11-12 AOA ISHARES TR2.9K sharesnew addition2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC2.5K shares15.65%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP732 shares0.00%2025-09-302025-11-12 GILD GILEAD SCIENCES INC2.1K shares3.23%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN1.4K shares2.07%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC471 sharesnew addition2025-09-302025-11-12 GD GENERAL DYNAMICS CORP672 sharesnew addition2025-09-302025-11-12 MDT MEDTRONIC PLC2.3K shares-8.12%2025-09-302025-11-12 EFAV ISHARES TR2.6K shares-23.60%2025-09-302025-11-12 CMCSA COMCAST CORP NEW7.0K shares0.00%2025-09-302025-11-12 MPWR MONOLITHIC PWR SYS INC233 sharesnew addition2025-09-302025-11-12 PRK PARK NATL CORP1.3K shares0.00%2025-09-302025-11-12 VBR VANGUARD INDEX FDS995 sharesnew addition2025-09-302025-11-12 XYZ BLOCK INC2.9K sharesnew addition2025-09-302025-11-12 KMB KIMBERLY-CLARK CORP1.6K shares1.11%2025-09-302025-11-12 FPE FIRST TR EXCH TRADED FD III10.2K shares1.44%2025-09-302025-11-12 LBRT LIBERTY ENERGY INC14.8K shares0.00%2025-09-302025-11-12 EXG EATON VANCE TAX-MANAGED GLOB17.9K shares0.00%2025-09-302025-11-12 RSVR RESERVOIR MEDIA INC10.0K shares-33.22%2025-09-302025-11-12 PUMP PROPETRO HLDG CORP10.0K shares0.00%2025-09-302025-11-12 RNTX REIN THERAPEUTICS INC28.5K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available