Meridian Wealth Advisors, LLC Incresed Positions in Q3 2025

Meridian Wealth Advisors, LLC

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
148
+ 3.48%
$291.67 - $316.99 $43.2K - $46.9K
4.4K $1.34M
PEP
Pepsico Inc

Consumer Defensive
137
+ 1.68%
$133.81 - $152.16 $18.3K - $20.8K
8.29K $1.16M
FISV
Fiserv Inc

Technology
695
+ 2.56%
N/A
27.9K $3.49M
APD
Air Products & Chemicals, Inc.

Basic Materials
713
+ 5.46%
$265.78 - $299.3 $190K - $213K
13.8K $3.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
125
+ 2.17%
$108.46 - $120.63 $13.6K - $15.1K
5.88K $698K
AMAT
Applied Materials Inc

Technology
192
+ 14.88%
$156.25 - $204.95 $30K - $39.4K
1.48K $303K
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 9.58%
$66.2 - $71.79 $73.6K - $79.8K
12.7K $870K
WMB
Williams Companies, Inc.

Energy
750
+ 15.0%
$56.52 - $64.01 $42.4K - $48K
5.75K $364K
PG
Procter & Gamble CO

Consumer Defensive
481
+ 10.62%
$150.47 - $161.22 $72.4K - $77.5K
5.01K $770K
AMGN
Amgen Inc

Healthcare
85
+ 1.03%
$271.18 - $309.22 $23.1K - $26.3K
8.3K $2.34M
PSX
Phillips 66

Energy
79
+ 4.21%
$118.37 - $139.46 $9.35K - $11K
1.96K $266K
C
Citigroup Inc

Financial Services
5
+ 0.2%
$85.57 - $103.49 $428 - $517
2.52K $255K
BAC
Bank Of America Corp

Financial Services
167
+ 2.22%
$44.92 - $52.42 $7.5K - $8.75K
7.68K $395K
ADI
Analog Devices Inc

Technology
1
+ 0.02%
$220.68 - $255.63 $221 - $256
4.95K $1.22M
PNC
Pnc Financial Services Group, Inc.

Financial Services
21
+ 0.92%
$185.88 - $207.44 $3.9K - $4.36K
2.31K $464K
PANW
Palo Alto Networks Inc

Technology
200
+ 4.82%
$167.06 - $208.19 $33.4K - $41.6K
4.35K $886K
MA
Mastercard Inc

Financial Services
30
+ 1.07%
$550.18 - $598.96 $16.5K - $18K
2.83K $1.61M
ITW
Illinois Tool Works Inc

Industrials
15
+ 0.72%
$252.31 - $269.41 $3.78K - $4.04K
2.09K $545K
TLT
Ishares Barclays 20+ Year Trea

ETFs
296
+ 6.18%
$85.01 - $90.35 $25.2K - $26.7K
5.09K $454K
NEE
Nextera Energy Inc

Utilities
112
+ 3.27%
$69.77 - $77.54 $7.81K - $8.68K
3.54K $267K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.34%
$72.65 - $78.68 $944 - $1.02K
3.8K $298K
COP
Conocophillips

Energy
65
+ 2.16%
$91.0 - $98.99 $5.92K - $6.43K
3.07K $290K
GILD
Gilead Sciences, Inc.

Healthcare
66
+ 3.23%
$108.22 - $120.47 $7.14K - $7.95K
2.11K $234K
FPE
First Tr Pfd Secs & Income ETF

ETFs
145
+ 1.44%
$17.81 - $18.39 $2.58K - $2.67K
10.2K $186K
TXN
Texas Instruments Inc

Technology
35
+ 1.19%
N/A
2.98K $580K
ABT
Abbott Laboratories

Healthcare
165
+ 2.18%
$120.51 - $136.62 $19.9K - $22.5K
7.72K $1.03M
OKE
Oneok Inc

Energy
465
+ 14.64%
$71.36 - $83.47 $33.2K - $38.8K
3.64K $265K
Fidelity Wise Origin Bitcoin
3.69K
+ 73.76%
N/A
8.69K $0
Blackrock Inc
42
+ 4.0%
N/A
1.09K $0
EQIX
Equinix Inc

Real Estate
1
+ 0.24%
$756.7 - $811.13 $757 - $811
425 $332K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 1.11%
$121.72 - $136.77 $2.19K - $2.46K
1.64K $204K
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.04%
$69.24 - $79.24 $138 - $158
4.82K $336K
WM
Waste Management Inc

Industrials
29
+ 1.69%
$213.88 - $237.1 $6.2K - $6.88K
1.74K $384K
STWD
Starwood Property Trust, Inc.

Real Estate
50
+ 0.36%
$19.37 - $20.97 $969 - $1.05K
14K $270K
ICE
Intercontinental Exchange, Inc.

Financial Services
28
+ 2.07%
$167.28 - $188.45 $4.68K - $5.28K
1.38K $232K
ZTS
Zoetis Inc.

Healthcare
24
+ 1.05%
$141.13 - $159.19 $3.39K - $3.82K
2.31K $338K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
29
+ 1.76%
$196.15 - $217.83 $5.69K - $6.32K
1.68K $338K
ADP
Automatic Data Processing Inc

Industrials
19
+ 0.74%
$288.69 - $310.94 $5.49K - $5.91K
2.58K $756K
RSG
Republic Services, Inc.

Industrials
45
+ 1.71%
$225.33 - $246.01 $10.1K - $11.1K
2.68K $614K
NOW
Service Now, Inc.

Technology
12
+ 2.22%
$850.86 - $1044.69 $10.2K - $12.5K
552 $507K
LLY
Eli Lilly & CO

Healthcare
68
+ 1.07%
$625.65 - $812.69 $42.5K - $55.3K
6.45K $4.92M
ACN
Accenture PLC

Technology
34
+ 2.37%
$232.56 - $304.78 $7.91K - $10.4K
1.47K $362K
KO
Coca Cola CO

Consumer Defensive
892
+ 2.3%
$65.67 - $71.67 $58.6K - $63.9K
39.6K $2.63M
HON
Honeywell International Inc

Industrials
65
+ 0.93%
$207.7 - $240.4 $13.5K - $15.6K
7.08K $1.49M
V
Visa Inc.

Financial Services
494
+ 1.83%
$332.09 - $358.86 $164K - $177K
27.5K $9.39M
COST
Costco Wholesale Corp

Consumer Defensive
503
+ 4.59%
$915.95 - $994.57 $461K - $500K
11.5K $10.6M
ADBE
Adobe Inc.

Technology
139
+ 1.38%
$333.65 - $392.1 $46.4K - $54.5K
10.2K $3.6M
SPGI
S&P Global Inc.

Financial Services
96
+ 0.8%
$484.94 - $564.15 $46.6K - $54.2K
12.1K $5.89M
CRM
Salesforce, Inc.

Technology
293
+ 1.4%
$231.66 - $273.65 $67.9K - $80.2K
21.1K $5.01M
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