Meridian Wealth Advisors, LLC Purchases in Q3 2025

Meridian Wealth Advisors, LLC

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5K
+ 4.6%
$620.67 - $670.08 $3.11M - $3.35M
114K $76.2M
IAU
Ishares Gold Trust

ETFs
35.5K
+ 6.51%
$61.62 - $72.77 $2.19M - $2.58M
581K $42.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.4K
+ 369.3%
$567.77 - $614.76 $7.06M - $7.65M
15.8K $9.68M
AAPL
Apple Inc.

Technology
2.11K
+ 2.17%
$202.38 - $256.87 $427K - $542K
99.4K $25.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.75K
+ 129.31%
$420.11 - $472.68 $3.68M - $4.14M
15.5K $7.27M
GOOGL
Alphabet Inc.

Communication Services
13
+ 0.02%
$174.36 - $254.72 $2.27K - $3.31K
62.4K $15.2M
NVDA
Nvidia Corp

Technology
1.1K
+ 1.34%
$153.3 - $186.58 $168K - $204K
83.1K $15.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16.8K
+ 55.46%
$136.48 - $142.97 $2.3M - $2.41M
47.2K $6.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.9K
+ 75.03%
$108.97 - $121.65 $1.95M - $2.18M
41.7K $5.04M
JPM
Jpmorgan Chase & CO

Financial Services
1.92K
+ 3.33%
$282.78 - $316.06 $544K - $608K
59.7K $18.8M
MSFT
Microsoft Corp

Technology
1.16K
+ 2.06%
$491.09 - $535.64 $571K - $623K
57.6K $29.8M
VO
Vanguard Mid Cap ETF

ETFs
3.97K
+ 9.77%
$279.83 - $293.74 $1.11M - $1.17M
44.6K $13.1M
GOOG
Alphabet Inc.

Communication Services
793
+ 4.39%
$175.16 - $255.24 $139K - $202K
18.9K $4.59M
VEA
Vanguard Ftse Developed Market

ETFs
6.44K
+ 4.46%
$56.02 - $60.3 $361K - $388K
151K $9.05M
AMD
Advanced Micro Devices Inc

Technology
869
+ 2.63%
$134.8 - $184.42 $117K - $160K
34K $5.5M
MPC
Marathon Petroleum Corp

Energy
263
+ 1.02%
$158.59 - $198.69 $41.7K - $52.3K
26K $5M
CAT
Caterpillar Inc

Industrials
1.34K
+ 125.59%
$390.92 - $477.15 $522K - $637K
2.4K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
175
+ 1.02%
$357.4 - $423.42 $62.5K - $74.1K
17.3K $7.01M
IBM
International Business Machines Corp

Technology
2.94K
+ 32.44%
$234.77 - $292.47 $690K - $859K
12K $3.38M
IQV
Iqvia Holdings Inc.

Healthcare
797
+ 4.67%
$157.68 - $200.82 $126K - $160K
17.8K $3.39M
WMT
Walmart Inc.

Consumer Defensive
2.8K
+ 4.42%
$94.4 - $104.27 $265K - $292K
66.2K $6.83M
ETN
Eaton Corp PLC

Industrials
268
+ 1.0%
$342.99 - $392.76 $91.9K - $105K
27.2K $10.2M
NXPI
Nxp Semiconductors N.V.

Technology
1.69K
+ 8.8%
$205.16 - $239.07 $347K - $404K
20.9K $4.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.98K
+ 2.91%
$92.18 - $95.14 $366K - $378K
141K $13.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.35K
New
$62.09 - $66.51 $518K - $555K
8.35K $544K
META
Meta Platforms, Inc.

Communication Services
762
+ 7.88%
$695.21 - $791.73 $530K - $603K
10.4K $7.66M
O
Realty Income Corp

Real Estate
4.25K
+ 5.87%
$56.13 - $60.79 $238K - $258K
76.5K $4.65M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2K
+ 19.07%
$181.56 - $190.33 $363K - $381K
12.5K $2.37M
MMM
3 M CO

Industrials
2.38K
+ 9.43%
$144.41 - $160.2 $343K - $381K
27.6K $4.28M
MCK
Mckesson Corp

Healthcare
182
+ 2.56%
$659.01 - $772.54 $120K - $141K
7.29K $5.63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
32
+ 0.25%
$567.09 - $607.37 $18.1K - $19.4K
12.7K $7.57M
ALL
Allstate Corp

Financial Services
101
+ 0.36%
$192.0 - $214.65 $19.4K - $21.7K
28K $6.01M
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 2.71%
$77.6 - $87.37 $112K - $126K
54.5K $4.57M
JNJ
Johnson & Johnson

Healthcare
39
+ 0.38%
$155.17 - $185.42 $6.05K - $7.23K
10.4K $1.92M
GS
Goldman Sachs Group Inc

Financial Services
314
+ 42.26%
$696.56 - $806.32 $219K - $253K
1.06K $841K
QQQ
Invesco Qqq Trust, Series 1

ETFs
255
+ 7.96%
$546.99 - $602.2 $139K - $154K
3.46K $2.08M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.6K
+ 37.89%
$41.13 - $44.7 $230K - $250K
20.4K $910K
BX
Blackstone Inc.

Financial Services
740
+ 9.81%
$152.77 - $188.68 $113K - $140K
8.28K $1.41M
UNP
Union Pacific Corp

Industrials
514
+ 2.07%
$214.91 - $237.16 $110K - $122K
25.3K $5.98M
AOA
Ishares Tr Core Aggressive All

ETFs
2.85K
New
$82.71 - $88.14 $236K - $251K
2.85K $251K
TSLA
Tesla, Inc.

Consumer Cyclical
208
+ 18.06%
$293.94 - $444.72 $61.1K - $92.5K
1.36K $604K
CRWD
Crowd Strike Holdings, Inc.

Technology
471
New
$412.46 - $514.1 $194K - $242K
471 $230K
GD
General Dynamics Corp

Industrials
672
New
$293.92 - $341.0 $198K - $229K
672 $229K
MPWR
Monolithic Power Systems Inc

Technology
233
New
$711.24 - $922.81 $166K - $215K
233 $214K
VBR
Vanguard Small Cap Value ETF

ETFs
995
New
$195.41 - $212.37 $194K - $211K
995 $207K
RJF
Raymond James Financial Inc

Financial Services
62
+ 0.61%
$154.64 - $176.43 $9.59K - $10.9K
10.2K $1.76M
VTI
Vanguard Total Stock Market Et

ETFs
246
+ 5.39%
$303.93 - $329.86 $74.8K - $81.1K
4.81K $1.58M
SQ
Block, Inc.

Technology
2.86K
New
N/A
2.86K $163K
ABBV
Abb Vie Inc.

Healthcare
413
+ 29.93%
$184.85 - $231.54 $76.3K - $95.6K
1.79K $415K
Activity Summary
Buys All Purchases 109 New Holdings 9 Increased Positions 100 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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