Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Advisors, LLCInvestment ActivityMeridian Wealth Advisors, LLC has $606.27 million in total holdings as of December 31, 2024.Meridian Wealth Advisors, LLC owns shares of 175 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 5.54% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Meridian Wealth Advisors, LLC has purchased 176 new stocks and bought additional shares in 49 stocks.Meridian Wealth Advisors, LLC sold shares of 79 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $62,392,191ATLAS ENERGY SOLUTIONS INC $59,415,785Exxon Mobil $33,597,289Apple $24,429,492iShares Gold Trust $23,420,782 Largest New Holdings this Quarter Berkshire Hathaway $6,753,419 HoldingChipotle Mexican Grill $4,264,175 HoldingRealty Income $2,477,577 HoldingBLACKROCK INC $1,172,665 HoldingINHIBRX BIOSCIENCES INC $385,000 Holding Largest Purchases this Quarter Berkshire Hathaway 14,899 shares (about $6.75M)Chipotle Mexican Grill 70,716 shares (about $4.26M)iShares Core S&P 500 ETF 6,163 shares (about $3.63M)Vanguard S&P 500 ETF 5,267 shares (about $2.84M)NXP Semiconductors 12,838 shares (about $2.67M) Largest Sales this Quarter Bank of America 70,116 shares (about $3.08M)Amazon.com 12,737 shares (about $2.79M)Comcast 74,435 shares (about $2.79M)American Tower 14,722 shares (about $2.70M)Devon Energy 76,759 shares (about $2.51M) 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 PortfolioSectorIVViShares Core S&P 500 ETF$62,392,191$3,628,021 ▲6.2%105,98710.3%ETFATLAS ENERGY SOLUTIONS INC$59,415,785$29,854 ▼-0.1%2,678,8009.8%COM NEWXOMExxon Mobil$33,597,289$302,486 ▼-0.9%312,3305.5%Oils/EnergyAAPLApple$24,429,492$296,748 ▲1.2%97,5544.0%Computer and TechnologyIAUiShares Gold Trust$23,420,782$2,332,414 ▲11.1%473,0523.9%FinanceMSFTMicrosoft$23,144,432$848,896 ▲3.8%54,9103.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$19,928,442$8,791 ▲0.0%34,0033.3%FinanceJPMJPMorgan Chase & Co.$13,740,928$93,967 ▼-0.7%57,3232.3%FinanceVIGVanguard Dividend Appreciation ETF$12,309,919$12,533 ▼-0.1%62,8602.0%ETFAMZNAmazon.com$12,032,225$2,794,370 ▼-18.8%54,8442.0%Retail/WholesaleGOOGLAlphabet$11,114,342$859,798 ▲8.4%58,7131.8%Computer and TechnologyPTLCPacer Trendpilot US Large Cap ETF$11,021,9620.0%206,2491.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$10,834,705$179,267 ▼-1.6%122,0261.8%ETFCOSTCostco Wholesale$9,843,200$33,901 ▼-0.3%10,7431.6%Retail/WholesaleVOVanguard Mid-Cap ETF$9,022,699$606,972 ▲7.2%34,1601.5%ETFETNEaton$8,966,410$228,989 ▼-2.5%27,0181.5%Industrial ProductsVVisa$8,278,672$178,879 ▲2.2%26,1951.4%Business ServicesTTTrane Technologies$8,261,643$236,015 ▼-2.8%22,3681.4%ConstructionNVDANVIDIA$7,778,826$108,774 ▼-1.4%57,9261.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$7,256,825$41,009 ▲0.6%12,7411.2%ETFBRK.BBerkshire Hathaway$6,753,419$6,753,419 ▲New Holding14,8991.1%FinanceUNHUnitedHealth Group$6,673,772$58,174 ▲0.9%13,1931.1%MedicalCRMSalesforce$6,565,626$60,180 ▼-0.9%19,6381.1%Computer and TechnologyHDHome Depot$6,521,978$831,294 ▼-11.3%16,7661.1%Retail/WholesaleALLAllstate$6,450,499$69,789 ▲1.1%33,4591.1%FinanceSPGIS&P Global$5,730,978$125,507 ▲2.2%11,5070.9%Business ServicesICEIntercontinental Exchange$5,698,544$57,815 ▲1.0%38,2430.9%FinanceORLYO'Reilly Automotive$5,646,780$552,583 ▼-8.9%4,7620.9%Retail/WholesaleUNPUnion Pacific$5,523,870$56,098 ▼-1.0%24,2230.9%TransportationVEAVanguard FTSE Developed Markets ETF$5,330,410$236,805 ▲4.6%111,4680.9%ETFFIFiserv$5,303,739$111,132 ▼-2.1%25,8190.9%Business ServicesLLYEli Lilly and Company$5,297,902$22,387 ▼-0.4%6,8630.9%MedicalMETAMeta Platforms$5,209,287$621,812 ▲13.6%8,8970.9%Computer and TechnologyMRKMerck & Co., Inc.$5,042,513$179,958 ▼-3.4%50,6890.8%MedicalPGProcter & Gamble$4,914,985$625,166 ▲14.6%29,3170.8%Consumer StaplesXLKTechnology Select Sector SPDR Fund$4,565,050$5,580 ▼-0.1%19,6330.8%ETFCMGChipotle Mexican Grill$4,264,175$4,264,175 ▲New Holding70,7160.7%Retail/WholesaleADBEAdobe$4,210,676$65,813 ▼-1.5%9,4690.7%Computer and TechnologyVOOVanguard S&P 500 ETF$3,973,584$2,837,812 ▲249.9%7,3750.7%ETFSDYSPDR S&P Dividend ETF$3,907,728$50,065 ▼-1.3%29,5820.6%ETFAPDAir Products and Chemicals$3,844,879$221,887 ▲6.1%13,2560.6%Basic MaterialsGOOGAlphabet$3,704,603$31,994 ▼-0.9%19,4530.6%Computer and TechnologyMPCMarathon Petroleum$3,544,564$738,236 ▼-17.2%25,4090.6%Oils/EnergyAMDAdvanced Micro Devices$3,420,773$260,544 ▲8.2%28,3200.6%Computer and TechnologyAVGOBroadcom$3,138,322$436,773 ▼-12.2%13,5370.5%Computer and TechnologyNXPINXP Semiconductors$2,927,359$2,668,378 ▲1,030.3%14,0840.5%Computer and TechnologyIQVIQVIA$2,902,649$473,000 ▼-14.0%14,7710.5%MedicalIWFiShares Russell 1000 Growth ETF$2,844,758$2,008 ▲0.1%7,0840.5%ETFSTESTERIS$2,797,818$260,028 ▼-8.5%13,6110.5%MedicalKOCoca-Cola$2,665,407$28,328 ▲1.1%42,8110.4%Consumer StaplesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,564,560$9,108 ▼-0.4%63,3540.4%ETFWMTWalmart$2,545,655$22,136 ▼-0.9%28,1750.4%Retail/WholesaleORealty Income$2,477,577$2,477,577 ▲New Holding46,3880.4%FinanceIVWiShares S&P 500 Growth ETF$2,416,391$3,046 ▲0.1%23,8000.4%ETFAMGNAmgen$2,127,824$14,074 ▲0.7%8,1640.4%MedicalVTWOVanguard Russell 2000 ETF$1,754,296$8,487 ▼-0.5%19,6380.3%ETFHONHoneywell International$1,747,991$29,367 ▲1.7%7,7380.3%Multi-Sector ConglomeratesPEPPepsiCo$1,723,267$142,326 ▼-7.6%11,3330.3%Consumer StaplesCSQCalamos Strategic Total Return Fund$1,721,8020.0%97,2220.3%Financial ServicesJNJJohnson & Johnson$1,683,613$166,019 ▼-9.0%11,6420.3%MedicalRJFRaymond James$1,618,383$260,178 ▼-13.8%10,4190.3%FinanceLOWLowe's Companies$1,590,952$247 ▲0.0%6,4460.3%Retail/WholesaleMAMastercard$1,515,468$527 ▲0.0%2,8780.2%Business ServicesIBMInternational Business Machines$1,470,358$18,025 ▼-1.2%6,6890.2%Computer and TechnologyIYWiShares U.S. Technology ETF$1,470,1360.0%9,2160.2%ManufacturingVTIVanguard Total Stock Market ETF$1,447,439$109,268 ▲8.2%4,9940.2%ETFCVXChevron$1,406,877$1,883 ▼-0.1%9,7130.2%Oils/EnergyVHTVanguard Health Care ETF$1,381,395$7,357 ▼-0.5%5,4450.2%ETFADIAnalog Devices$1,360,605$29,320 ▼-2.1%6,4040.2%Computer and TechnologyGLDSPDR Gold Shares$1,338,979$59,080 ▼-4.2%5,5300.2%FinanceMCDMcDonald's$1,305,062$14,784 ▲1.1%4,5020.2%Retail/WholesaleETEnergy Transfer$1,297,407$101,359 ▲8.5%66,2280.2%Oils/EnergyEPDEnterprise Products Partners$1,296,673$344,960 ▼-21.0%41,3480.2%Oils/EnergyMSIMotorola Solutions$1,255,043$69,339 ▼-5.2%2,7150.2%Computer and TechnologyBLACKROCK INC$1,172,665$1,172,665 ▲New Holding1,1440.2%COMPTMCPacer Trendpilot US Mid Cap ETF$1,144,9550.0%31,0370.2%ETFLMTLockheed Martin$1,051,652$2,430 ▼-0.2%2,1640.2%AerospacePFEPfizer$1,048,359$25,442 ▼-2.4%39,5160.2%MedicalCBChubb$1,047,104$58,572 ▼-5.3%3,7900.2%FinanceIWBiShares Russell 1000 ETF$1,015,126$2,577 ▲0.3%3,1510.2%ETFQQQInvesco QQQ$939,751$1,534 ▲0.2%1,8380.2%FinanceBXBlackstone$902,6190.0%5,2350.1%FinanceQCOMQUALCOMM$880,089$41,477 ▼-4.5%5,7290.1%Computer and TechnologyABTAbbott Laboratories$877,618$11,877 ▲1.4%7,7590.1%MedicalTMOThermo Fisher Scientific$860,5310.0%1,6540.1%MedicalVUGVanguard Growth ETF$827,4470.0%2,0160.1%ETFAMTAmerican Tower$815,054$2,700,096 ▼-76.8%4,4440.1%FinanceTAT&T$775,4320.0%34,0550.1%Computer and TechnologyADPAutomatic Data Processing$765,196$878 ▲0.1%2,6140.1%Business ServicesPANWPalo Alto Networks$758,045$429,607 ▲130.8%4,1660.1%Computer and TechnologyAXPAmerican Express$744,3500.0%2,5080.1%FinanceVVVanguard Large-Cap ETF$741,6750.0%2,7500.1%ETFIJRiShares Core S&P Small-Cap ETF$736,090$185,261 ▲33.6%6,3890.1%ETFCMCSAComcast$721,776$2,793,542 ▼-79.5%19,2320.1%Consumer DiscretionaryDHRDanaher$705,866$25,021 ▼-3.4%3,0750.1%MedicalTJXTJX Companies$703,704$5,074 ▼-0.7%5,8250.1%Retail/WholesaleCSCOCisco Systems$686,331$11,367 ▲1.7%11,5930.1%Computer and TechnologyRTXRTX$683,484$1,273 ▼-0.2%5,9060.1%AerospaceRSPInvesco S&P 500 Equal Weight ETF$648,176$122,661 ▲23.3%3,6990.1%ETFNKENIKE$645,087$62,352 ▼-8.8%8,5250.1%Consumer DiscretionaryShowing largest 100 holdings. 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