Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

Meridian Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.6M, Exxon Mobil Corp with a value of $36.9M, Microsoft Corp with a value of $22.8M, Apple Inc. with a value of $22.4M, and Ishares Gold Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $505M to 536M.

Below you can find more details about Meridian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $536 Million
ETFs: $194 Million
Technology: $83.7 Million
Energy: $51.6 Million
Financial Services: $51.3 Million
Healthcare: $38 Million
Consumer Cyclical: $32 Million
Industrials: $30.7 Million
Consumer Defensive: $22.4 Million
Other: $31.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.6 Million 10.74% of portfolio
99,824
Q3 2024 Added 5.76%
$443B
$36.9 Million 6.89% of portfolio
315,142
Q3 2024 Reduced 0.3%
$3.27T
$22.8 Million 4.25% of portfolio
52,896
Q3 2024 Reduced 1.06%
$4.15T
$22.4 Million 4.19% of portfolio
96,369
Q3 2024 Reduced 3.28%
$41.9B
$21.2 Million 3.95% of portfolio
425,942
Q3 2024 Added 6.09%
$0
$19.5 Million 3.64% of portfolio
33,988
Q3 2024 Added 2.73%
$2.33T
$12.6 Million 2.35% of portfolio
67,581
Q3 2024 Reduced 3.42%
$711B
$12.2 Million 2.27% of portfolio
57,715
Q3 2024 Added 2.64%
$0
$11.5 Million 2.14% of portfolio
62,924
Q3 2024 Reduced 5.76%
$0
$11.3 Million 2.11% of portfolio
124,045
Q3 2024 Reduced 8.74%
$0
$10.8 Million 2.02% of portfolio
206,249
Q1 2024 Added 0.24%
$424B
$9.56 Million 1.78% of portfolio
10,780
Q3 2024 Reduced 1.33%
$136B
$9.18 Million 1.71% of portfolio
27,708
Q3 2024 Reduced 1.7%
$1.17T
$8.98 Million 1.68% of portfolio
54,171
Q3 2024 Reduced 0.27%
$88B
$8.94 Million 1.67% of portfolio
23,007
Q3 2024 Reduced 1.06%
$0
$8.41 Million 1.57% of portfolio
31,862
Q3 2024 Added 13.8%
$473B
$7.65 Million 1.43% of portfolio
13,078
Q3 2024 Added 0.06%
$0
$7.22 Million 1.35% of portfolio
12,669
Q3 2024 Reduced 0.97%
$349B
$7.13 Million 1.33% of portfolio
58,736
Q3 2024 Added 1.24%
$524B
$7.05 Million 1.31% of portfolio
25,629
Q3 2024 Added 1.95%
$52.8B
$6.27 Million 1.17% of portfolio
33,097
Q3 2024 Added 3.33%
$756B
$6.11 Million 1.14% of portfolio
6,892
Q3 2024 Reduced 0.12%
$84B
$6.08 Million 1.13% of portfolio
37,855
Q3 2024 Added 2.14%
$141B
$6.03 Million 1.12% of portfolio
24,469
Q3 2024 Added 2.4%
$76.7B
$6.02 Million 1.12% of portfolio
5,228
Q3 2024 Reduced 2.37%
$252B
$5.96 Million 1.11% of portfolio
52,498
Q3 2024 Reduced 3.12%
$164B
$5.81 Million 1.08% of portfolio
11,255
Q3 2024 Added 2.46%
$0
$5.63 Million 1.05% of portfolio
106,516
Q3 2024 Reduced 1.9%
$344B
$5.42 Million 1.01% of portfolio
19,818
Q3 2024 Added 2.32%
$67.5B
$5 Million 0.93% of portfolio
30,701
Q3 2024 Added 4.26%
$208B
$4.98 Million 0.93% of portfolio
9,617
Q3 2024 Added 2.17%
$1.37T
$4.49 Million 0.84% of portfolio
7,835
Q3 2024 Added 273.27%
$400B
$4.43 Million 0.83% of portfolio
25,588
Q3 2024 Added 101.77%
$86B
$4.46 Million 0.83% of portfolio
19,166
Q3 2024 Added 18.4%
$0
$4.44 Million 0.83% of portfolio
19,657
Q3 2024 Reduced 7.85%
$204B
$4.29 Million 0.8% of portfolio
26,163
Q3 2024 Added 2.28%
$0
$4.26 Million 0.79% of portfolio
29,961
Q3 2024 Reduced 7.24%
$37.1B
$4.07 Million 0.76% of portfolio
17,178
Q3 2024 Added 6.65%
$169B
$3.91 Million 0.73% of portfolio
93,667
Q3 2024 Added 9.72%
$65.7B
$3.72 Million 0.69% of portfolio
12,491
Q3 2024 Added 7.64%
$20.9B
$3.61 Million 0.67% of portfolio
14,876
Q3 2024 Added 7.88%
$20.5B
$3.37 Million 0.63% of portfolio
86,237
Q3 2024 Added 3.66%
$79.5B
$3.3 Million 0.62% of portfolio
26,360
Q3 2024 Added 2.27%
$1.2T
$3.28 Million 0.61% of portfolio
19,621
Q3 2024 Added 11.46%
$356B
$3.08 Million 0.58% of portfolio
77,707
Q3 2024 Added 2.94%
$272B
$3.04 Million 0.57% of portfolio
42,356
Q3 2024 Reduced 2.04%
$0
$2.66 Million 0.5% of portfolio
7,079
Q3 2024 Reduced 2.71%
$97.1B
$2.66 Million 0.5% of portfolio
15,421
Q3 2024 Added 1,015.04%
$141B
$2.61 Million 0.49% of portfolio
8,110
Q3 2024 Added 1.27%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email