Meridian Wealth Advisors, LLC Reduced Holdings in Q3 2024

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
-22.6K
- 71.43%
$59.7 - $93.78 $1.35M - $2.12M
9.03K $596K
MSFT
Microsoft Corp

Technology
-566
- 1.06%
$395.15 - $467.56 $224K - $265K
52.9K $22.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.39K
- 3.42%
$161.02 - $200.0 $385K - $478K
67.6K $12.6M
GOOGL
Alphabet Inc.

Communication Services
-146
- 0.27%
$148.65 - $191.18 $21.7K - $27.9K
54.2K $8.98M
MRK
Merck & Co., Inc.

Healthcare
-1.69K
- 3.12%
$111.15 - $128.97 $188K - $218K
52.5K $5.96M
VIG
Vanguard Dividend Appreciation

ETFs
-3.85K
- 5.76%
$182.15 - $182.15 $701K - $701K
62.9K $11.5M
CSCO
Cisco Systems, Inc.

Technology
-10.5K
- 47.98%
$44.74 - $53.22 $471K - $560K
11.4K $606K
XLK
Technology Sector Spdr

ETFs
-1.68K
- 7.85%
$197.34 - $237.68 $331K - $398K
19.7K $4.44M
FTC
First Tr Lge Cap Growth

ETFs
-1.98K
- 50.0%
$115.51 - $131.45 $228K - $260K
1.98K $259K
QCOM
Qualcomm Inc

Technology
-150
- 2.44%
$156.12 - $209.64 $23.4K - $31.4K
6K $1.02M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.12%
$772.14 - $960.02 $6.18K - $7.68K
6.89K $6.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11.9K
- 8.74%
$83.76 - $91.82 $995K - $1.09M
124K $11.3M
RJF
Raymond James Financial Inc

Financial Services
-575
- 4.54%
$106.39 - $125.13 $61.2K - $71.9K
12.1K $1.48M
AMAT
Applied Materials Inc

Technology
-30
- 2.27%
$174.88 - $254.97 $5.25K - $7.65K
1.29K $260K
NXPI
Nxp Semiconductors N.V.

Technology
-23
- 1.81%
$225.14 - $290.78 $5.18K - $6.69K
1.25K $299K
JNJ
Johnson & Johnson

Healthcare
-1.68K
- 11.6%
$145.48 - $167.38 $244K - $281K
12.8K $2.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.52K
- 17.56%
$64.35 - $75.71 $97.9K - $115K
7.14K $526K
CB
Chubb LTD

Financial Services
-659
- 14.14%
$252.51 - $292.2 $166K - $193K
4K $1.15M
XLF
Financial Sector Spdr

ETFs
-1.92K
- 13.21%
$40.84 - $45.74 $78.2K - $87.6K
12.6K $570K
MDT
Medtronic PLC

Healthcare
-812
- 17.41%
$76.84 - $91.03 $62.4K - $73.9K
3.85K $346K
KRP
Kimbell Royalty Partners, LP

Energy
-700
- 2.18%
$15.11 - $17.05 $10.6K - $11.9K
31.4K $504K
UPS
United Parcel Service Inc

Industrials
-131
- 6.06%
$123.32 - $147.38 $16.2K - $19.3K
2.03K $276K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 0.95%
$27.88 - $30.0 $13.9K - $15K
52.3K $1.52M
PANW
Palo Alto Networks Inc

Technology
-20
- 1.1%
$294.18 - $368.01 $5.88K - $7.36K
1.81K $616K
Sitio Royalties Corp
-25.4K
- 50.16%
N/A
25.2K $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-197
- 2.71%
$332.02 - $382.76 $65.4K - $75.4K
7.08K $2.66M
PEP
Pepsico Inc

Consumer Defensive
-321
- 2.55%
$161.9 - $179.3 $52K - $57.6K
12.3K $2.09M
RSG
Republic Services, Inc.

Industrials
-6
- 0.25%
$189.34 - $208.21 $1.14K - $1.25K
2.38K $477K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-6
- 0.36%
$210.25 - $231.86 $1.26K - $1.39K
1.64K $366K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1
- 0.01%
$37.37 - $41.82 $37.4 - $41.8
10.1K $420K
ABBV
Abb Vie Inc.

Healthcare
-70
- 4.45%
$163.84 - $199.33 $11.5K - $14K
1.5K $297K
OKE
Oneok Inc

Energy
-166
- 3.61%
$78.62 - $95.27 $13.1K - $15.8K
4.43K $403K
TSLA
Tesla, Inc.

Consumer Cyclical
-114
- 9.38%
$191.76 - $263.26 $21.9K - $30K
1.1K $288K
ACN
Accenture PLC

Technology
-27
- 1.72%
$295.44 - $355.81 $7.98K - $9.61K
1.54K $545K
AXP
American Express CO

Financial Services
-85
- 3.28%
$225.92 - $271.17 $19.2K - $23K
2.51K $680K
ADP
Automatic Data Processing Inc

Industrials
-44
- 1.66%
$233.44 - $279.45 $10.3K - $12.3K
2.61K $722K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 0.42%
$531.86 - $624.21 $3.72K - $4.37K
1.65K $1.02M
MA
Mastercard Inc

Financial Services
-42
- 1.44%
$429.6 - $500.99 $18K - $21K
2.88K $1.42M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-475
- 0.74%
$37.98 - $41.19 $18K - $19.6K
63.6K $2.62M
GLD
Spdr Gold Trust

ETFs
-87
- 1.48%
$215.56 - $246.98 $18.8K - $21.5K
5.77K $1.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.34K
- 7.24%
$125.95 - $142.04 $295K - $332K
30K $4.26M
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 1.92%
$245.82 - $304.51 $21.4K - $26.5K
4.45K $1.36M
WMT
Walmart Inc.

Consumer Defensive
-1.83K
- 6.04%
$66.91 - $81.4 $122K - $149K
28.4K $2.29M
VEA
Vanguard Ftse Developed Market

ETFs
-2.06K
- 1.9%
$47.6 - $53.31 $98K - $110K
107K $5.63M
COST
Costco Wholesale Corp

Consumer Defensive
-145
- 1.33%
$801.83 - $917.05 $116K - $133K
10.8K $9.56M
KO
Coca Cola CO

Consumer Defensive
-881
- 2.04%
$62.69 - $73.01 $55.2K - $64.3K
42.4K $3.04M
IBM
International Business Machines Corp

Technology
-89
- 1.3%
$175.1 - $223.38 $15.6K - $19.9K
6.77K $1.5M
ETN
Eaton Corp PLC

Industrials
-479
- 1.7%
$272.52 - $333.02 $131K - $160K
27.7K $9.18M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-127
- 2.37%
$1015.62 - $1159.62 $129K - $147K
5.23K $6.02M
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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