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Size ($ in 1000's)
At 12/31/2023: $456,684
At 09/30/2023: $400,178
Meridian Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Meridian Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Meridian Wealth Advisors LLC.
In the Meridian Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Meridian Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Meridian Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
90,047 |
-2,707 |
$43,009 | | IVV | 90,047 | -2,707 | $43,009 | | EXXON MOBIL CORP |
264,414 |
+485 |
$26,436 | | XOM | 264,414 | +485 | $26,436 | | ATLAS ENERGY SOLUTIONS INC |
1,265,675 |
+1,265,675 |
$21,795 | | AESI | 1,265,675 | +1,265,675 | $21,795 | | APPLE INC |
103,589 |
-174 |
$19,944 | | AAPL | 103,589 | -174 | $19,944 | | MICROSOFT CORP |
52,479 |
+738 |
$19,734 | | MSFT | 52,479 | +738 | $19,734 | | ISHARES GOLD TR (IAU) |
367,557 |
-10,763 |
$14,346 | | IAU | 367,557 | -10,763 | $14,346 | | SPDR S&P 500 ETF TR (SPY) |
30,063 |
-1,872 |
$14,289 | | SPY | 30,063 | -1,872 | $14,289 | | ISHARES TR (USMV) |
139,025 |
-25,488 |
$10,848 | | USMV | 139,025 | -25,488 | $10,848 | | VANGUARD SPECIALIZED FUNDS (VIG) |
62,373 |
-27 |
$10,628 | | VIG | 62,373 | -27 | $10,628 | | AMAZON COM INC |
67,104 |
+1,101 |
$10,196 | | AMZN | 67,104 | +1,101 | $10,196 | | JPMORGAN CHASE & CO |
53,029 |
+981 |
$9,020 | | JPM | 53,029 | +981 | $9,020 | | PACER FDS TR |
205,749 |
-617 |
$8,903 | | PTLC | 205,749 | -617 | $8,903 | | ALPHABET INC |
50,762 |
-2,829 |
$7,091 | | GOOGL | 50,762 | -2,829 | $7,091 | | COSTCO WHSL CORP NEW |
10,029 |
+171 |
$6,620 | | COST | 10,029 | +171 | $6,620 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
12,996 |
-709 |
$6,594 | | MDY | 12,996 | -709 | $6,594 | | EATON CORP PLC |
26,595 |
+157 |
$6,405 | | ETN | 26,595 | +157 | $6,405 | | UNITEDHEALTH GROUP INC |
11,913 |
+199 |
$6,272 | | UNH | 11,913 | +199 | $6,272 | | VISA INC |
23,950 |
+664 |
$6,235 | | V | 23,950 | +664 | $6,235 | | HOME DEPOT INC |
17,641 |
+327 |
$6,113 | | HD | 17,641 | +327 | $6,113 | | VANGUARD INDEX FDS (VO) |
26,201 |
+1,225 |
$6,095 | | VO | 26,201 | +1,225 | $6,095 | | MERCK & CO INC |
49,088 |
+1,390 |
$5,352 | | MRK | 49,088 | +1,390 | $5,352 | | UNION PAC CORP |
21,515 |
+443 |
$5,285 | | UNP | 21,515 | +443 | $5,285 | | ADOBE INC |
8,830 |
+205 |
$5,268 | | ADBE | 8,830 | +205 | $5,268 | | TRANE TECHNOLOGIES PLC |
21,593 |
+481 |
$5,266 | | TT | 21,593 | +481 | $5,266 | | SALESFORCE INC |
18,682 |
+141 |
$4,916 | | CRM | 18,682 | +141 | $4,916 | | VANGUARD TAX MANAGED FDS (VEA) |
99,469 |
+324 |
$4,765 | | VEA | 99,469 | +324 | $4,765 | | INHIBRX INC |
122,315 |
UNCH |
$4,648 | | INBX | 122,315 | UNCH | $4,648 | | OREILLY AUTOMOTIVE INC |
4,802 |
+77 |
$4,562 | | ORLY | 4,802 | +77 | $4,562 | | MARATHON PETE CORP |
29,021 |
+485 |
$4,306 | | MPC | 29,021 | +485 | $4,306 | | S&P GLOBAL INC |
9,692 |
+373 |
$4,270 | | SPGI | 9,692 | +373 | $4,270 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
32,932 |
+1,256 |
$4,229 | | ICE | 32,932 | +1,256 | $4,229 | | ELI LILLY & CO |
7,169 |
+2 |
$4,179 | | LLY | 7,169 | +2 | $4,179 | | ALLSTATE CORP |
29,793 |
+1,089 |
$4,170 | | ALL | 29,793 | +1,089 | $4,170 | | SELECT SECTOR SPDR TR (XLK) |
21,331 |
+1 |
$4,106 | | XLK | 21,331 | +1 | $4,106 | | SPDR SER TR (SDY) |
31,708 |
-5,272 |
$3,963 | | SDY | 31,708 | -5,272 | $3,963 | | ADVANCED MICRO DEVICES INC |
23,951 |
+15,298 |
$3,531 | | AMD | 23,951 | +15,298 | $3,531 | | IQVIA HLDGS INC |
14,847 |
+768 |
$3,435 | | IQV | 14,847 | +768 | $3,435 | | COMCAST CORP NEW |
77,503 |
+2,642 |
$3,399 | | CMCSA | 77,503 | +2,642 | $3,399 | | DEVON ENERGY CORP NEW |
73,452 |
+2,488 |
$3,327 | | DVN | 73,452 | +2,488 | $3,327 | | PIONEER NAT RES CO |
14,354 |
+73 |
$3,228 | | PXD | 14,354 | +73 | $3,228 | | FISERV INC |
24,120 |
+24,120 |
$3,204 | | FI | 24,120 | +24,120 | $3,204 | | DIAGEO PLC |
19,891 |
+156 |
$2,897 | | DEO | 19,891 | +156 | $2,897 | | NVIDIA CORPORATION |
5,714 |
+22 |
$2,830 | | NVDA | 5,714 | +22 | $2,830 | | AIR PRODS & CHEMS INC |
9,524 |
+175 |
$2,608 | | APD | 9,524 | +175 | $2,608 | | AMERICAN TOWER CORP NEW |
11,933 |
-416 |
$2,576 | | AMT | 11,933 | -416 | $2,576 | | BANK AMERICA CORP |
75,485 |
-76 |
$2,542 | | BAC | 75,485 | -76 | $2,542 | | ALPHABET INC |
17,950 |
+84 |
$2,530 | | GOOG | 17,950 | +84 | $2,530 | | STERIS PLC |
11,288 |
+740 |
$2,482 | | STE | 11,288 | +740 | $2,482 | | AMGEN INC |
8,198 |
UNCH |
$2,361 | | AMGN | 8,198 | UNCH | $2,361 | | AMPLIFY ETF TR (DIVO) |
64,006 |
-13,663 |
$2,339 | | DIVO | 64,006 | -13,663 | $2,339 |
See Full List: All Stocks Held By Meridian Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Meridian Wealth Advisors LLC
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