Meridian Wealth Advisors, LLC Incresed Positions in Q3 2024

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.44K
+ 5.76%
$520.18 - $576.82 $2.83M - $3.14M
99.8K $57.6M
IAU
Ishares Gold Trust

ETFs
24.4K
+ 6.09%
$44.06 - $50.5 $1.08M - $1.23M
426K $21.2M
META
Meta Platforms, Inc.

Communication Services
5.74K
+ 273.27%
$453.41 - $572.44 $2.6M - $3.28M
7.84K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
12.9K
+ 101.77%
$160.76 - $177.82 $2.07M - $2.29M
25.6K $4.43M
VO
Vanguard Mid Cap ETF

ETFs
3.86K
+ 13.8%
$237.84 - $263.83 $919K - $1.02M
31.9K $8.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
902
+ 2.73%
$517.38 - $573.86 $467K - $518K
34K $19.5M
HD
Home Depot, Inc.

Consumer Cyclical
597
+ 3.26%
$333.64 - $405.2 $199K - $242K
18.9K $7.66M
AMT
American Tower Corp

Real Estate
2.98K
+ 18.4%
$192.27 - $242.73 $573K - $723K
19.2K $4.46M
ALL
Allstate Corp

Financial Services
1.07K
+ 3.33%
$158.43 - $192.86 $169K - $206K
33.1K $6.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
792
+ 2.14%
$136.93 - $162.81 $108K - $129K
37.9K $6.08M
SPGI
S&P Global Inc.

Financial Services
270
+ 2.46%
$446.32 - $527.38 $121K - $142K
11.3K $5.81M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 2.64%
$194.9 - $224.8 $289K - $333K
57.7K $12.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
887
+ 7.64%
$247.34 - $300.11 $219K - $266K
12.5K $3.72M
IQV
Iqvia Holdings Inc.

Healthcare
1.07K
+ 6.65%
$206.81 - $251.55 $221K - $269K
17.2K $4.07M
UNP
Union Pacific Corp

Industrials
573
+ 2.4%
$221.78 - $256.09 $127K - $147K
24.5K $6.03M
STE
Steris PLC

Healthcare
1.09K
+ 7.88%
$213.51 - $247.14 $232K - $268K
14.9K $3.61M
CMCSA
Comcast Corp

Communication Services
8.3K
+ 9.72%
$37.33 - $41.78 $310K - $347K
93.7K $3.91M
V
Visa Inc.

Financial Services
489
+ 1.95%
$253.74 - $291.56 $124K - $143K
25.6K $7.05M
CRM
Salesforce, Inc.

Technology
449
+ 2.32%
$238.42 - $276.53 $107K - $124K
19.8K $5.42M
AVGO
Broadcom Inc.

Technology
14K
+ 1015.04%
$136.27 - $1745.86 $1.91M - $24.5M
15.4K $2.66M
ADI
Analog Devices Inc

Technology
1.53K
+ 30.58%
$200.56 - $243.33 $307K - $373K
6.54K $1.51M
LMT
Lockheed Martin Corp

Industrials
207
+ 10.55%
$460.3 - $584.56 $95.3K - $121K
2.17K $1.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.75K
+ 134.82%
$105.53 - $118.34 $290K - $325K
4.78K $559K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$213.3 - $270.78 $213 - $271
6.45K $1.75M
VTI
Vanguard Total Stock Market Et

ETFs
625
+ 15.66%
$255.18 - $283.2 $159K - $177K
4.62K $1.31M
VTWO
Vanguard Russell 2000 ETF

ETFs
1K
+ 5.34%
$81.17 - $90.77 $81.3K - $90.9K
19.7K $1.76M
BLK
Black Rock Inc.

Financial Services
21
+ 1.83%
$782.27 - $949.51 $16.4K - $19.9K
1.17K $1.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.77K
+ 48.4%
$89.91 - $101.33 $159K - $179K
5.43K $532K
MSI
Motorola Solutions, Inc.

Technology
21
+ 0.74%
$385.65 - $450.49 $8.1K - $9.46K
2.87K $1.29M
EQIX
Equinix Inc

Real Estate
139
+ 48.1%
$749.0 - $890.01 $104K - $124K
428 $379K
AMD
Advanced Micro Devices Inc

Technology
582
+ 2.28%
$128.67 - $183.96 $74.9K - $107K
26.2K $4.29M
RTX
Raytheon Technologies Corp

Industrials
207
+ 3.63%
$99.55 - $123.34 $20.6K - $25.5K
5.92K $716K
TJX
Tjx Companies Inc

Consumer Cyclical
862
+ 17.22%
$107.93 - $120.23 $93K - $104K
5.87K $689K
ORCL
Oracle Corp

Technology
308
+ 10.8%
$125.9 - $170.35 $38.8K - $52.5K
3.16K $538K
NKE
Nike, Inc.

Consumer Cyclical
188
+ 2.05%
$71.09 - $89.44 $13.4K - $16.8K
9.35K $825K
DHR
Danaher Corp

Healthcare
102
+ 3.31%
$239.25 - $280.76 $24.4K - $28.6K
3.18K $885K
AMGN
Amgen Inc

Healthcare
102
+ 1.27%
$309.38 - $337.38 $31.6K - $34.4K
8.11K $2.61M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 18.03%
$38.89 - $45.0 $62.8K - $72.7K
10.6K $475K
PNC
Pnc Financial Services Group, Inc.

Financial Services
193
+ 8.42%
$156.14 - $187.2 $30.1K - $36.1K
2.49K $459K
NEE
Nextera Energy Inc

Utilities
427
+ 9.28%
$69.9 - $84.97 $29.8K - $36.3K
5.03K $425K
CAT
Caterpillar Inc

Industrials
107
+ 11.16%
$316.8 - $391.12 $33.9K - $41.8K
1.07K $416K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.02%
$261.88 - $288.1 $262 - $288
5.47K $1.54M
BAC
Bank Of America Corp

Financial Services
2.22K
+ 2.94%
$36.65 - $44.13 $81.4K - $98.1K
77.7K $3.08M
ABT
Abbott Laboratories

Healthcare
39
+ 0.51%
$100.07 - $118.13 $3.9K - $4.61K
7.65K $872K
IVW
Ishares S&P 500 Growth ETF

ETFs
33
+ 0.14%
$84.77 - $97.13 $2.8K - $3.21K
23.8K $2.28M
FISV
Fiserv Inc

Technology
585
+ 2.27%
N/A
26.4K $3.3M
PFE
Pfizer Inc

Healthcare
1.04K
+ 2.63%
$27.7 - $31.39 $28.8K - $32.6K
40.5K $1.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
126
+ 4.55%
$173.36 - $189.8 $21.8K - $23.9K
2.9K $550K
CME
Cme Group Inc.

Financial Services
1
+ 0.04%
$193.43 - $220.62 $193 - $221
2.77K $610K
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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