Meridian Wealth Advisors, LLC Purchases in Q4 2024

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.9K
New
$442.29 - $483.08 $6.59M - $7.2M
14.9K $6.75M
IVV
Ishares Core S&P 500 ETF

ETFs
6.16K
+ 6.17%
$570.51 - $610.59 $3.52M - $3.76M
106K $62.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
70.7K
New
$55.73 - $66.16 $3.94M - $4.68M
70.7K $4.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.27K
+ 249.86%
$521.84 - $558.82 $2.75M - $2.94M
7.38K $3.97M
NXPI
Nxp Semiconductors N.V.

Technology
12.8K
+ 1030.34%
$207.27 - $255.58 $2.66M - $3.28M
14.1K $2.93M
O
Realty Income Corp

Real Estate
46.4K
New
$51.76 - $64.71 $2.4M - $3M
46.4K $2.48M
IAU
Ishares Gold Trust

ETFs
47.1K
+ 11.06%
$48.37 - $52.65 $2.28M - $2.48M
473K $23.4M
GOOGL
Alphabet Inc.

Communication Services
4.54K
+ 8.38%
$161.86 - $196.66 $735K - $893K
58.7K $11.1M
AAPL
Apple Inc.

Technology
1.19K
+ 1.23%
$221.69 - $259.02 $263K - $307K
97.6K $24.4M
V
Visa Inc.

Financial Services
566
+ 2.21%
$273.87 - $320.91 $155K - $182K
26.2K $8.28M
VO
Vanguard Mid Cap ETF

ETFs
2.3K
+ 7.21%
$261.5 - $284.63 $601K - $654K
34.2K $9.02M
PG
Procter & Gamble CO

Consumer Defensive
3.73K
+ 14.57%
$161.05 - $179.7 $601K - $670K
29.3K $4.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.04%
$567.81 - $607.81 $8.52K - $9.12K
34K $19.9M
MSFT
Microsoft Corp

Technology
2.01K
+ 3.81%
$406.35 - $454.46 $818K - $915K
54.9K $23.1M
ET
Energy Transfer LP

Energy
5.17K
+ 8.47%
$16.05 - $19.86 $83K - $103K
66.2K $1.3M
EMR
Emerson Electric CO

Industrials
1.8K
New
$108.13 - $134.33 $194K - $242K
1.8K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.07%
$370.24 - $418.94 $1.85K - $2.09K
7.08K $2.84M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.61K
+ 33.63%
$113.92 - $127.38 $183K - $205K
6.39K $736K
ALL
Allstate Corp

Financial Services
362
+ 1.09%
$181.25 - $208.2 $65.6K - $75.4K
33.5K $6.45M
HON
Honeywell International Inc

Industrials
130
+ 1.71%
$202.84 - $236.0 $26.4K - $30.7K
7.74K $1.75M
PANW
Palo Alto Networks Inc

Technology
2.36K
+ 130.8%
$181.96 - $405.9 $430K - $958K
4.17K $758K
IVW
Ishares S&P 500 Growth ETF

ETFs
30
+ 0.13%
$94.43 - $105.47 $2.83K - $3.16K
23.8K $2.42M
VTI
Vanguard Total Stock Market Et

ETFs
377
+ 8.17%
$280.04 - $302.45 $106K - $114K
4.99K $1.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
765
+ 6.12%
$285.5 - $335.62 $218K - $257K
13.3K $3.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
700
+ 23.34%
$174.22 - $187.62 $122K - $131K
3.7K $648K
GS
Goldman Sachs Group Inc

Financial Services
118
+ 24.95%
$486.1 - $608.57 $57.4K - $71.8K
591 $338K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.5K
+ 30.23%
$19.47 - $20.95 $127K - $136K
28K $546K
MA
Mastercard Inc

Financial Services
1
+ 0.03%
$491.3 - $536.15 $491 - $536
2.88K $1.52M
CSCO
Cisco Systems, Inc.

Technology
192
+ 1.68%
$52.45 - $60.02 $10.1K - $11.5K
11.6K $686K
ARCC
Ares Capital Corp

Financial Services
2K
+ 17.39%
$20.74 - $22.27 $41.5K - $44.5K
13.5K $295K
RSVR
Reservoir Media, Inc.

Communication Services
4.97K
+ 49.74%
$7.55 - $9.62 $37.6K - $47.8K
15K $135K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.16%
$481.22 - $538.17 $1.44K - $1.61K
1.84K $939K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.11%
$280.08 - $307.97 $840 - $924
2.61K $765K
RSG
Republic Services, Inc.

Industrials
202
+ 8.5%
$198.0 - $218.75 $40K - $44.2K
2.58K $518K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 0.57%
$563.99 - $620.12 $40.6K - $44.6K
12.7K $7.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.25%
$311.11 - $335.64 $2.49K - $2.69K
3.15K $1.02M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5
+ 0.13%
$66.77 - $71.52 $334 - $358
3.78K $260K
ABT
Abbott Laboratories

Healthcare
105
+ 1.37%
$111.93 - $119.39 $11.8K - $12.5K
7.76K $877K
Blackrock Inc
1.14K
New
N/A
1.14K $0
Inhibrx Biosciences Inc
25K
New
N/A
25K $0
ACN
Accenture PLC

Technology
6
+ 0.39%
$343.9 - $376.86 $2.06K - $2.26K
1.55K $544K
ORCL
Oracle Corp

Technology
49
+ 1.55%
$165.41 - $192.43 $8.11K - $9.43K
3.21K $534K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 200.0%
$26.93 - $84.95 $308K - $972K
17.2K $468K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.18%
$209.89 - $233.24 $630 - $700
1.64K $349K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 1.15%
$288.47 - $316.54 $14.7K - $16.1K
4.5K $1.31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
137
+ 1.17%
$33.77 - $44.09 $4.63K - $6.04K
11.9K $402K
SPGI
S&P Global Inc.

Financial Services
252
+ 2.24%
$480.36 - $529.17 $121K - $133K
11.5K $5.73M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$244.52 - $284.07 $245 - $284
6.45K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
4.95K
+ 4.65%
$47.57 - $52.44 $236K - $260K
111K $5.33M
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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