Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Meridian Wealth Advisors, LLCInvestment ActivityMeridian Wealth Advisors, LLC has $598.00 million in total holdings as of September 30, 2024.Meridian Wealth Advisors, LLC owns shares of 176 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Meridian Wealth Advisors, LLC has purchased 175 new stocks and bought additional shares in 69 stocks.Meridian Wealth Advisors, LLC sold shares of 54 stocks and completely divested from 9 stocks this quarter.Largest Holdings ATLAS ENERGY SOLUTIONS INC $58,427,176iShares Core S&P 500 ETF $57,580,596Exxon Mobil $36,940,966Microsoft $22,761,158Apple $22,454,039 Largest New Holdings this Quarter Global X U.S. Preferred ETF $446,770 HoldingHorizon Kinetics Inflation Beneficiaries ETF $374,698 HoldingFidelity National Information Services $252,241 HoldingAres Capital $240,810 HoldingPhillips 66 $235,165 Holding Largest Purchases this Quarter Meta Platforms 5,736 shares (about $3.28M)iShares Core S&P 500 ETF 5,441 shares (about $3.14M)Broadcom 14,038 shares (about $2.42M)Procter & Gamble 12,906 shares (about $2.24M)iShares Gold Trust 24,447 shares (about $1.22M) Largest Sales this Quarter Edwards Lifesciences 22,584 shares (about $1.49M)iShares MSCI USA Min Vol Factor ETF 11,878 shares (about $1.08M)Vanguard Dividend Appreciation ETF 3,849 shares (about $762.33K)Apple 3,268 shares (about $761.45K)Cisco Systems 10,517 shares (about $559.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorATLAS ENERGY SOLUTIONS INC$58,427,176$57,901 ▲0.1%2,680,1469.8%COM NEWIVViShares Core S&P 500 ETF$57,580,596$3,138,484 ▲5.8%99,8249.6%ETFXOMExxon Mobil$36,940,966$111,125 ▼-0.3%315,1426.2%Oils/EnergyMSFTMicrosoft$22,761,158$243,550 ▼-1.1%52,8963.8%Computer and TechnologyAAPLApple$22,454,039$761,446 ▼-3.3%96,3693.8%Computer and TechnologyIAUiShares Gold Trust$21,169,294$1,215,015 ▲6.1%425,9423.5%FinanceSPYSPDR S&P 500 ETF Trust$19,500,932$517,531 ▲2.7%33,9883.3%FinanceAMZNAmazon.com$12,592,368$445,515 ▼-3.4%67,5812.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$12,462,691$762,331 ▼-5.8%62,9242.1%ETFJPMJPMorgan Chase & Co.$12,169,778$312,705 ▲2.6%57,7152.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$11,326,534$1,084,579 ▼-8.7%124,0451.9%ETFPTLCPacer Trendpilot US Large Cap ETF$10,838,4000.0%206,2491.8%ETFCOSTCostco Wholesale$9,556,488$128,543 ▼-1.3%10,7801.6%Retail/WholesaleETNEaton$9,183,505$158,759 ▼-1.7%27,7081.5%Industrial ProductsGOOGLAlphabet$8,984,207$24,214 ▼-0.3%54,1711.5%Computer and TechnologyTTTrane Technologies$8,943,647$95,629 ▼-1.1%23,0071.5%ConstructionVOVanguard Mid-Cap ETF$8,406,117$1,019,435 ▲13.8%31,8621.4%ETFHDHome Depot$7,659,467$241,903 ▲3.3%18,9031.3%Retail/WholesaleUNHUnitedHealth Group$7,646,410$4,677 ▲0.1%13,0781.3%MedicalMDYSPDR S&P MidCap 400 ETF Trust$7,217,238$70,640 ▼-1.0%12,6691.2%ETFNVDANVIDIA$7,132,918$87,680 ▲1.2%58,7361.2%Computer and TechnologyVVisa$7,046,589$134,449 ▲1.9%25,6291.2%Business ServicesALLAllstate$6,276,838$202,356 ▲3.3%33,0971.0%FinanceLLYEli Lilly and Company$6,106,080$7,088 ▼-0.1%6,8921.0%MedicalICEIntercontinental Exchange$6,081,074$127,228 ▲2.1%37,8551.0%FinanceUNPUnion Pacific$6,031,158$141,234 ▲2.4%24,4691.0%TransportationORLYO'Reilly Automotive$6,020,565$146,253 ▼-2.4%5,2281.0%Retail/WholesaleMRKMerck & Co., Inc.$5,961,667$192,030 ▼-3.1%52,4981.0%MedicalSPGIS&P Global$5,814,604$139,489 ▲2.5%11,2551.0%Business ServicesVEAVanguard FTSE Developed Markets ETF$5,625,113$108,736 ▼-1.9%106,5160.9%ETFCRMSalesforce$5,424,487$122,898 ▲2.3%19,8180.9%Computer and TechnologyMPCMarathon Petroleum$5,001,421$204,286 ▲4.3%30,7010.8%Oils/EnergyADBEAdobe$4,979,491$105,627 ▲2.2%9,6170.8%Computer and TechnologyFIFiserv$4,735,574$105,095 ▲2.3%26,3600.8%Business ServicesMETAMeta Platforms$4,484,975$3,283,448 ▲273.3%7,8350.7%Computer and TechnologyAMTAmerican Tower$4,457,250$692,564 ▲18.4%19,1660.7%FinanceXLKTechnology Select Sector SPDR Fund$4,437,863$378,156 ▼-7.9%19,6570.7%ETFPGProcter & Gamble$4,431,838$2,235,317 ▲101.8%25,5880.7%Consumer StaplesAMDAdvanced Micro Devices$4,292,826$95,495 ▲2.3%26,1630.7%Computer and TechnologySDYSPDR S&P Dividend ETF$4,255,686$332,376 ▼-7.2%29,9610.7%ETFIQVIQVIA$4,070,671$253,795 ▲6.6%17,1780.7%MedicalCMCSAComcast$3,912,469$346,691 ▲9.7%93,6670.7%Consumer DiscretionaryAPDAir Products and Chemicals$3,719,101$264,098 ▲7.6%12,4910.6%Basic MaterialsSTESTERIS$3,607,952$263,393 ▲7.9%14,8760.6%MedicalDVNDevon Energy$3,373,607$119,238 ▲3.7%86,2370.6%Oils/EnergyGOOGAlphabet$3,280,485$337,227 ▲11.5%19,6210.5%Computer and TechnologyBACBank of America$3,083,414$88,169 ▲2.9%77,7070.5%FinanceKOCoca-Cola$3,043,728$63,309 ▼-2.0%42,3560.5%Consumer StaplesAVGOBroadcom$2,660,130$2,421,562 ▲1,015.0%15,4210.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,657,142$73,945 ▼-2.7%7,0790.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,618,812$19,565 ▼-0.7%63,5790.4%ETFAMGNAmgen$2,613,124$32,865 ▲1.3%8,1100.4%MedicalWMTWalmart$2,294,954$147,614 ▼-6.0%28,4200.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$2,276,013$3,160 ▲0.1%23,7700.4%ETFPEPPepsiCo$2,086,341$54,586 ▼-2.5%12,2690.3%Consumer StaplesJNJJohnson & Johnson$2,072,773$271,940 ▼-11.6%12,7900.3%MedicalVTWOVanguard Russell 2000 ETF$1,763,329$89,449 ▲5.3%19,7330.3%ETFLOWLowe's Companies$1,745,683$271 ▲0.0%6,4450.3%Retail/WholesaleCSQCalamos Strategic Total Return Fund$1,686,8020.0%97,2220.3%Financial ServicesHONHoneywell International$1,572,598$98,804 ▲6.7%7,6080.3%Multi-Sector ConglomeratesVHTVanguard Health Care ETF$1,544,887$282 ▲0.0%5,4740.3%ETFEPDEnterprise Products Partners$1,523,851$14,555 ▼-0.9%52,3480.3%Oils/EnergyADIAnalog Devices$1,505,752$352,616 ▲30.6%6,5420.3%Computer and TechnologyIBMInternational Business Machines$1,496,943$19,676 ▼-1.3%6,7710.3%Computer and TechnologyRJFRaymond James$1,481,032$70,415 ▼-4.5%12,0940.2%FinanceCVXChevron$1,432,338$63,620 ▲4.6%9,7260.2%Oils/EnergyMAMastercard$1,420,663$20,740 ▼-1.4%2,8770.2%Business ServicesGLDSPDR Gold Shares$1,403,429$21,146 ▼-1.5%5,7740.2%FinanceIYWiShares U.S. Technology ETF$1,397,3300.0%9,2160.2%ManufacturingMCDMcDonald's$1,355,498$26,495 ▼-1.9%4,4510.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,307,242$176,960 ▲15.7%4,6170.2%ETFMSIMotorola Solutions$1,288,080$9,441 ▲0.7%2,8650.2%Computer and TechnologyLMTLockheed Martin$1,267,682$120,982 ▲10.6%2,1690.2%AerospacePFEPfizer$1,171,347$30,069 ▲2.6%40,4750.2%MedicalCBChubb$1,154,088$190,041 ▼-14.1%4,0020.2%FinancePTMCPacer Trendpilot US Mid Cap ETF$1,152,0940.0%31,0370.2%ETFVOOVanguard S&P 500 ETF$1,112,161$2,110 ▲0.2%2,1080.2%ETFBLKBlackRock$1,108,947$19,938 ▲1.8%1,1680.2%FinanceTMOThermo Fisher Scientific$1,023,178$4,330 ▼-0.4%1,6540.2%MedicalQCOMQUALCOMM$1,020,130$25,508 ▼-2.4%5,9990.2%Computer and TechnologyIWBiShares Russell 1000 ETF$988,1280.0%3,1430.2%ETFETEnergy Transfer$979,9170.0%61,0540.2%Oils/EnergyQQQInvesco QQQ$895,781$488 ▲0.1%1,8350.1%FinanceDHRDanaher$885,216$28,358 ▲3.3%3,1840.1%Multi-Sector ConglomeratesABTAbbott Laboratories$872,633$4,446 ▲0.5%7,6540.1%MedicalNKENIKE$826,452$16,619 ▲2.1%9,3490.1%Consumer DiscretionaryBXBlackstone$801,6360.0%5,2350.1%FinanceVUGVanguard Growth ETF$774,0030.0%2,0160.1%ETFTAT&T$749,2100.0%34,0550.1%Computer and TechnologyVVVanguard Large-Cap ETF$724,0480.0%2,7500.1%ETFADPAutomatic Data Processing$722,543$12,176 ▼-1.7%2,6110.1%Business ServicesRTXRTX$716,904$25,080 ▲3.6%5,9170.1%AerospaceXLVHealth Care Select Sector SPDR Fund$709,2630.0%4,6050.1%ETFTJXTJX Companies$689,608$101,320 ▲17.2%5,8670.1%Retail/WholesaleAXPAmerican Express$680,170$23,052 ▼-3.3%2,5080.1%FinanceXLIIndustrial Select Sector SPDR Fund$662,9790.0%4,8950.1%ETFTXNTexas Instruments$661,644$20,657 ▲3.2%3,2030.1%Computer and TechnologyPANWPalo Alto Networks$616,949$6,836 ▼-1.1%1,8050.1%Computer and TechnologyCMECME Group$610,217$221 ▲0.0%2,7660.1%FinanceCSCOCisco Systems$606,751$559,705 ▼-48.0%11,4010.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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