The Analysis of Meridian Wealth Advisors, LLC's Holdings


Currently, Meridian Wealth Advisors, LLC holds 185 types of securities in its portfolio with a total value $722.2M. In the most recent quarter, they have increased their positions in AVDE (+130.5K shares, valued at $10.7M), N/A (+14.2K shares, valued at $8.9M), USMV (+56.9K shares, valued at $5.4M); decreased their positions in AESI (-1.5M shares, valued at $13.7M), O (-63.2K shares, valued at $3.6M), N/A (-9.5K shares, valued at $3.0M); initiated new positions in AVDE (+130.5K shares, valued at $10.7M), MS (+25.0K shares, valued at $4.4M), SBUX (+34.6K shares, valued at $2.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR117.9K shares3.55%2025-12-312026-02-17history
ISHARES GOLD TR ISHARES GOLD TR570.7K shares-1.74%2025-12-312026-02-17history
XOM EXXON MOBIL CORP313.9K shares0.51%2025-12-312026-02-17history
MSFT MICROSOFT CORP55.1K shares-4.38%2025-12-312026-02-17history
AAPL APPLE INC95.0K shares-4.34%2025-12-312026-02-17history
SPY SPDR S&P 500 ETF TR31.1K shares-5.60%2025-12-312026-02-17history
VANGUARD INDEX FDS VANGUARD INDEX FDS30.0K shares89.54%2025-12-312026-02-17history
USMV ISHARES TR197.6K shares40.44%2025-12-312026-02-17history
Sponsored
VO VANGUARD INDEX FDS61.6K shares38.01%2025-12-312026-02-17history
JPM JPMORGAN CHASE & CO.55.1K shares-7.61%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC52.8K shares-15.29%2025-12-312026-02-17history
OEF ISHARES TR46.5K shares-1.82%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION80.6K shares-3.02%2025-12-312026-02-17history
VIG VANGUARD SPECIALIZED FUNDS62.8K shares0.81%2025-12-312026-02-17history
VEA VANGUARD TAX-MANAGED FDS186.1K shares23.25%2025-12-312026-02-17history
AMZN AMAZON COM INC49.2K shares-8.89%2025-12-312026-02-17history
Sponsored
PTLC PACER FDS TR203.5K shares-0.43%2025-12-312026-02-17history
AVDE AMERICAN CENTY ETF TR130.5K sharesnew addition2025-12-312026-02-17history
AESI ATLAS ENERGY SOLUTIONS INC991.0K shares-59.54%2025-12-312026-02-17history
COST COSTCO WHSL CORP NEW10.7K shares-6.18%2025-12-312026-02-17history
V VISA INC26.0K shares-5.34%2025-12-312026-02-17history
EATON CORP PLC EATON CORP PLC26.0K shares-4.53%2025-12-312026-02-17history
IWF ISHARES TR15.6K shares0.35%2025-12-312026-02-17history
WMT WALMART INC65.5K shares-1.05%2025-12-312026-02-17history
Sponsored
MDY SPDR S&P MIDCAP 400 ETF TR11.8K shares-7.46%2025-12-312026-02-17history
SDY SPDR SERIES TRUST50.0K shares5.91%2025-12-312026-02-17history
LLY ELI LILLY & CO6.4K shares-1.15%2025-12-312026-02-17history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.4K shares-7.46%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC18.7K shares-6.67%2025-12-312026-02-17history
META META PLATFORMS INC9.7K shares-6.87%2025-12-312026-02-17history
AMD ADVANCED MICRO DEVICES INC29.3K shares-13.76%2025-12-312026-02-17history
SPGI S&P GLOBAL INC11.7K shares-3.28%2025-12-312026-02-17history
Sponsored
ORLY OREILLY AUTOMOTIVE INC66.9K shares-7.70%2025-12-312026-02-17history
MCK MCKESSON CORP7.2K shares-1.13%2025-12-312026-02-17history
UNP UNION PAC CORP25.2K shares-0.27%2025-12-312026-02-17history
HD HOME DEPOT INC16.6K shares-4.24%2025-12-312026-02-17history
MERCK & CO INC MERCK & CO INC54.2K shares-0.57%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC18.0K shares-4.73%2025-12-312026-02-17history
XLK SELECT SECTOR SPDR TR39.1K shares98.94%2025-12-312026-02-17history
ALL ALLSTATE CORP26.9K shares-4.09%2025-12-312026-02-17history
Sponsored
CRM SALESFORCE INC20.3K shares-3.91%2025-12-312026-02-17history
IVW ISHARES TR41.8K shares0.14%2025-12-312026-02-17history
NXPI NXP SEMICONDUCTORS N V21.7K shares4.02%2025-12-312026-02-17history
MMM 3M CO28.1K shares1.72%2025-12-312026-02-17history
MS MORGAN STANLEY25.0K sharesnew addition2025-12-312026-02-17history
IQV IQVIA HLDGS INC18.2K shares2.21%2025-12-312026-02-17history
MPC MARATHON PETE CORP24.8K shares-4.53%2025-12-312026-02-17history
DIVO AMPLIFY ETF TR90.5K shares44.75%2025-12-312026-02-17history
Sponsored
UNH UNITEDHEALTH GROUP INC11.4K shares-10.71%2025-12-312026-02-17history
TT TRANE TECHNOLOGIES PLC9.6K shares-14.29%2025-12-312026-02-17history
IBM INTERNATIONAL BUSINESS MACHS12.4K shares3.61%2025-12-312026-02-17history
SBUX STARBUCKS CORP34.6K sharesnew addition2025-12-312026-02-17history
KO COCA COLA CO41.3K shares4.21%2025-12-312026-02-17history
AMGN AMGEN INC8.2K shares-0.81%2025-12-312026-02-17history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.5K shares0.00%2025-12-312026-02-17history
JNJ JOHNSON & JOHNSON11.0K shares6.39%2025-12-312026-02-17history
Sponsored
APD AIR PRODS & CHEMS INC9.0K shares-34.64%2025-12-312026-02-17history
GLD SPDR GOLD TR5.6K shares0.00%2025-12-312026-02-17history
INVESCO QQQ TR INVESCO QQQ TR3.6K shares4.11%2025-12-312026-02-17history
PANW PALO ALTO NETWORKS INC11.7K shares169.16%2025-12-312026-02-17history
ARISTA NETWORKS INC ARISTA NETWORKS INC14.9K sharesnew addition2025-12-312026-02-17history
CSQ CALAMOS STRATEGIC TOTAL RETU97.7K shares0.00%2025-12-312026-02-17history
IRM IRON MTN INC DEL20.3K sharesnew addition2025-12-312026-02-17history
VTI VANGUARD INDEX FDS5.0K shares4.18%2025-12-312026-02-17history
Sponsored
VTWO VANGUARD SCOTTSDALE FDS16.6K shares0.00%2025-12-312026-02-17history
IJH ISHARES TR24.7K shares196.02%2025-12-312026-02-17history
LOW LOWES COS INC6.7K shares0.03%2025-12-312026-02-17history
IYW ISHARES TR8.1K shares-7.24%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED2.8K shares-1.62%2025-12-312026-02-17history
RJF RAYMOND JAMES FINL INC9.6K shares-6.33%2025-12-312026-02-17history
VHT VANGUARD WORLD FD5.0K shares0.04%2025-12-312026-02-17history
SNOW SNOWFLAKE INC6.4K sharesnew addition2025-12-312026-02-17history
Sponsored
ADI ANALOG DEVICES INC4.8K shares-3.19%2025-12-312026-02-17history
EPD ENTERPRISE PRODS PARTNERS L40.4K shares0.00%2025-12-312026-02-17history
MCD MCDONALDS CORP4.2K shares-3.61%2025-12-312026-02-17history
HON HONEYWELL INTL INC6.6K shares-7.41%2025-12-312026-02-17history
CVX CHEVRON CORP NEW8.3K shares-9.32%2025-12-312026-02-17history
IWM ISHARES TR4.8K shares-0.04%2025-12-312026-02-17history
IWB ISHARES TR3.2K shares0.00%2025-12-312026-02-17history
INFL LISTED FDS TR25.9K shares27.09%2025-12-312026-02-17history
Sponsored
ET ENERGY TRANSFER L P68.4K shares0.00%2025-12-312026-02-17history
PEP PEPSICO INC7.9K shares-5.26%2025-12-312026-02-17history
BLACKSTONE INC BLACKSTONE INC7.3K shares-12.08%2025-12-312026-02-17history
BLACKROCK INC BLACKROCK INC1.0K shares-5.03%2025-12-312026-02-17history
PTMC PACER FDS TR31.0K shares0.00%2025-12-312026-02-17history
PFE PFIZER INC44.0K shares15.87%2025-12-312026-02-17history
GDX VANECK ETF TRUST12.0K shares0.72%2025-12-312026-02-17history
LMT LOCKHEED MARTIN CORP2.1K shares-5.43%2025-12-312026-02-17history
Sponsored
CB CHUBB LIMITED3.2K shares-3.02%2025-12-312026-02-17history
RTX RTX CORPORATION5.4K shares2.51%2025-12-312026-02-17history
VUG VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares0.03%2025-12-312026-02-17history
QCOM QUALCOMM INC5.4K shares-1.81%2025-12-312026-02-17history
ABT ABBOTT LABS7.4K shares-4.65%2025-12-312026-02-17history
GS GOLDMAN SACHS GROUP INC1.0K shares-1.89%2025-12-312026-02-17history
CSCO CISCO SYS INC11.5K shares-9.53%2025-12-312026-02-17history
Sponsored
TJX TJX COS INC NEW5.7K shares-3.90%2025-12-312026-02-17history
AXP AMERICAN EXPRESS CO2.3K shares-4.91%2025-12-312026-02-17history
VV VANGUARD INDEX FDS2.8K shares0.00%2025-12-312026-02-17history
T AT&T INC33.9K shares-0.57%2025-12-312026-02-17history
INHIBRX BIOSCIENCES INC INHIBRX BIOSCIENCES INC10.5K shares-58.00%2025-12-312026-02-17history
PHYS SPROTT ASSET MANAGEMENT LP23.5K shares0.00%2025-12-312026-02-17history
TMO THERMO FISHER SCIENTIFIC INC1.3K shares0.00%2025-12-312026-02-17history
FBTC FIDELITY WISE ORIGIN BITCOIN10.0K shares15.10%2025-12-312026-02-17history
Sponsored
O REALTY INCOME CORP13.3K shares-82.59%2025-12-312026-02-17history
XLI SELECT SECTOR SPDR TR4.8K shares0.00%2025-12-312026-02-17history
PG PROCTER AND GAMBLE CO5.1K shares1.22%2025-12-312026-02-17history
TCBX THIRD COAST BANCSHARES INC18.9K shares63.74%2025-12-312026-02-17history
XLV SELECT SECTOR SPDR TR4.6K shares0.00%2025-12-312026-02-17history
IJR ISHARES TR5.9K shares-0.10%2025-12-312026-02-17history
SGDM SPROTT ETF TRUST10.0K shares0.00%2025-12-312026-02-17history
XLF SELECT SECTOR SPDR TR12.6K shares0.00%2025-12-312026-02-17history
Sponsored
MSI MOTOROLA SOLUTIONS INC1.8K shares-22.62%2025-12-312026-02-17history
IUSG ISHARES TR4.0K shares0.00%2025-12-312026-02-17history
DHR DANAHER CORPORATION2.9K shares-1.32%2025-12-312026-02-17history
ADBE ADOBE INC1.9K shares-81.78%2025-12-312026-02-17history
KLAC KLA CORP527 shares0.00%2025-12-312026-02-17history
SCHD SCHWAB STRATEGIC TR22.8K shares32.95%2025-12-312026-02-17history
HEFA ISHARES TR15.1K sharesnew addition2025-12-312026-02-17history
MGC VANGUARD WORLD FD2.5K shares0.00%2025-12-312026-02-17history
Sponsored
XLY SELECT SECTOR SPDR TR5.2K shares100.00%2025-12-312026-02-17history
CAT CATERPILLAR INC1.1K shares-55.46%2025-12-312026-02-17history
IWD ISHARES TR2.9K shares-0.69%2025-12-312026-02-17history
ORCL ORACLE CORP3.0K shares-1.26%2025-12-312026-02-17history
TSLA TESLA INC1.2K shares-8.75%2025-12-312026-02-17history
ADP AUTOMATIC DATA PROCESSING IN2.1K shares-16.75%2025-12-312026-02-17history
PFFD GLOBAL X FDS29.0K shares0.00%2025-12-312026-02-17history
VTV VANGUARD INDEX FDS2.8K shares0.04%2025-12-312026-02-17history
Sponsored
CME CME GROUP INC2.0K shares-7.11%2025-12-312026-02-17history
VOT VANGUARD INDEX FDS1.9K shares0.05%2025-12-312026-02-17history
RSG REPUBLIC SVCS INC2.4K shares-9.56%2025-12-312026-02-17history
ITW ILLINOIS TOOL WKS INC2.1K shares-0.72%2025-12-312026-02-17history
VIS VANGUARD WORLD FD1.7K shares0.00%2025-12-312026-02-17history
TLT ISHARES TR5.8K shares13.13%2025-12-312026-02-17history
PNC PNC FINL SVCS GROUP INC2.3K shares-0.91%2025-12-312026-02-17history
MELI MERCADOLIBRE INC232 shares0.00%2025-12-312026-02-17history
Sponsored
TXN TEXAS INSTRS INC2.5K shares-17.29%2025-12-312026-02-17history
BAC BANK AMERICA CORP7.6K shares-0.95%2025-12-312026-02-17history
WM WASTE MGMT INC DEL1.8K shares1.03%2025-12-312026-02-17history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-8.10%2025-12-312026-02-17history
NVS NOVARTIS AG2.6K shares0.00%2025-12-312026-02-17history
VIPER ENERGY INC VIPER ENERGY INC9.3K shares-5.22%2025-12-312026-02-17history
NOW SERVICENOW INC2.2K shares303.99%2025-12-312026-02-17history
ICLN ISHARES TR20.4K shares13.68%2025-12-312026-02-17history
Sponsored
AMAT APPLIED MATLS INC1.3K shares-12.96%2025-12-312026-02-17history
EQIX EQUINIX INC426 shares0.24%2025-12-312026-02-17history
AZO AUTOZONE INC95 shares0.00%2025-12-312026-02-17history
FTC FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2025-12-312026-02-17history
EXE EXPAND ENERGY CORPORATION2.9K sharesnew addition2025-12-312026-02-17history
MMC MARSH & MCLENNAN COS INC1.7K shares-1.31%2025-12-312026-02-17history
ABBV ABBVIE INC1.3K shares-25.15%2025-12-312026-02-17history
SPYM SPDR SERIES TRUST3.8K shares0.11%2025-12-312026-02-17history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF6.1K shares53.22%2025-12-312026-02-17history
WMB WILLIAMS COS INC5.0K shares-13.04%2025-12-312026-02-17history
DIS DISNEY WALT CO2.6K shares-19.79%2025-12-312026-02-17history
CITIGROUP INC CITIGROUP INC2.5K shares0.20%2025-12-312026-02-17history
ZTS ZOETIS INC2.3K shares-1.04%2025-12-312026-02-17history
NKE NIKE INC4.5K shares-7.57%2025-12-312026-02-17history
XLP SELECT SECTOR SPDR TR3.6K shares0.00%2025-12-312026-02-17history
MDLZ MONDELEZ INTL INC5.1K shares-14.12%2025-12-312026-02-17history
Sponsored
AOA ISHARES TR3.1K shares7.61%2025-12-312026-02-17history
LBRT LIBERTY ENERGY INC14.8K shares0.00%2025-12-312026-02-17history
VGT VANGUARD WORLD FD346 shares0.00%2025-12-312026-02-17history
CEG CONSTELLATION ENERGY CORP732 shares0.00%2025-12-312026-02-17history
GILD GILEAD SCIENCES INC2.1K shares-2.56%2025-12-312026-02-17history
STWD STARWOOD PPTY TR INC13.9K shares0.00%2025-12-312026-02-17history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.4K shares-48.28%2025-12-312026-02-17history
COP CONOCOPHILLIPS2.6K shares-14.26%2025-12-312026-02-17history
Sponsored
VZ VERIZON COMMUNICATIONS INC5.9K shares-14.40%2025-12-312026-02-17history
XOP SPDR SERIES TRUST1.9K sharesnew addition2025-12-312026-02-17history
NEE NEXTERA ENERGY INC3.0K shares-15.72%2025-12-312026-02-17history
OKE ONEOK INC NEW3.2K shares-12.77%2025-12-312026-02-17history
EFAV ISHARES TR2.6K shares0.00%2025-12-312026-02-17history
KRP KIMBELL RTY PARTNERS LP18.9K shares0.00%2025-12-312026-02-17history
CENCORA INC CENCORA INC638 sharesnew addition2025-12-312026-02-17history
ICE INTERCONTINENTAL EXCHANGE IN1.3K shares-4.92%2025-12-312026-02-17history
Sponsored
SLV ISHARES SILVER TR3.3K sharesnew addition2025-12-312026-02-17history
VBR VANGUARD INDEX FDS995 shares0.00%2025-12-312026-02-17history
CRWD CROWDSTRIKE HLDGS INC448 shares-4.88%2025-12-312026-02-17history
FPE FIRST TR EXCH TRADED FD III10.4K shares1.60%2025-12-312026-02-17history
EXG EATON VANCE TAX-MANAGED GLOB17.9K shares0.00%2025-12-312026-02-17history
PUMP PROPETRO HLDG CORP10.0K shares0.00%2025-12-312026-02-17history
RSVR RESERVOIR MEDIA INC10.0K shares0.00%2025-12-312026-02-17history
RNTX REIN THERAPEUTICS INC28.5K shares0.00%2025-12-312026-02-17history
Sponsored
NAKA KINDLY MD INC11.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available