Meridian Wealth Advisors, LLC Sells in Q4 2024

Meridian Wealth Advisors, LLC

  • $541 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-14.7K
- 76.81%
$179.4 - $232.01 $2.64M - $3.42M
4.44K $815K
XOM
Exxon Mobil Corp

Energy
-2.81K
- 0.89%
$105.51 - $125.37 $297K - $353K
312K $33.6M
CMCSA
Comcast Corp

Communication Services
-74.4K
- 79.47%
$37.39 - $45.14 $2.78M - $3.36M
19.2K $721K
DVN
Devon Energy Corp

Energy
-76.8K
- 89.01%
$30.52 - $42.96 $2.34M - $3.3M
9.48K $310K
BAC
Bank Of America Corp

Financial Services
-70.1K
- 90.23%
$39.22 - $47.77 $2.75M - $3.35M
7.59K $333K
MPC
Marathon Petroleum Corp

Energy
-5.29K
- 17.24%
$131.65 - $174.84 $697K - $925K
25.4K $3.54M
IQV
Iqvia Holdings Inc.

Healthcare
-2.41K
- 14.01%
$190.97 - $236.63 $460K - $570K
14.8K $2.9M
HD
Home Depot, Inc.

Consumer Cyclical
-2.14K
- 11.31%
$385.02 - $431.37 $823K - $922K
16.8K $6.52M
MRK
Merck & Co., Inc.

Healthcare
-1.81K
- 3.45%
$96.31 - $114.76 $174K - $208K
50.7K $5.04M
STE
Steris PLC

Healthcare
-1.27K
- 8.5%
$204.34 - $235.7 $258K - $298K
13.6K $2.8M
ADBE
Adobe Inc.

Technology
-148
- 1.54%
$437.39 - $552.96 $64.7K - $81.8K
9.47K $4.21M
TT
Trane Technologies PLC

Industrials
-639
- 2.78%
$369.35 - $419.14 $236K - $268K
22.4K $8.26M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.7K
- 18.85%
$180.88 - $232.93 $2.3M - $2.97M
54.8K $12M
UNP
Union Pacific Corp

Industrials
-246
- 1.01%
$223.15 - $249.32 $54.9K - $61.3K
24.2K $5.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.02K
- 1.63%
$88.59 - $94.57 $179K - $191K
122K $10.8M
JNJ
Johnson & Johnson

Healthcare
-1.15K
- 8.98%
$143.34 - $165.86 $165K - $190K
11.6K $1.68M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-466
- 8.91%
$1146.59 - $1270.6 $534K - $592K
4.76K $5.65M
PEP
Pepsico Inc

Consumer Defensive
-936
- 7.63%
$151.29 - $176.1 $142K - $165K
11.3K $1.72M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-379
- 1.26%
$131.66 - $144.0 $49.9K - $54.6K
29.6K $3.91M
EPD
Enterprise Products Partners L.P.

Energy
-11K
- 21.01%
$28.66 - $34.43 $315K - $379K
41.3K $1.3M
LMT
Lockheed Martin Corp

Industrials
-5
- 0.23%
$479.66 - $614.62 $2.4K - $3.07K
2.16K $1.05M
ETN
Eaton Corp PLC

Industrials
-690
- 2.49%
$326.96 - $377.52 $226K - $260K
27K $8.97M
NKE
Nike, Inc.

Consumer Cyclical
-824
- 8.81%
$73.36 - $89.13 $60.4K - $73.4K
8.53K $645K
DHR
Danaher Corp

Healthcare
-109
- 3.42%
$226.16 - $274.52 $24.7K - $29.9K
3.08K $705K
VHT
Vanguard Health Care ETF

ETFs
-29
- 0.53%
$250.81 - $283.3 $7.27K - $8.22K
5.45K $1.38M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-918
- 12.85%
$59.25 - $72.99 $54.4K - $67K
6.23K $371K
ADI
Analog Devices Inc

Technology
-138
- 2.11%
$206.35 - $236.48 $28.5K - $32.6K
6.4K $1.36M
QCOM
Qualcomm Inc

Technology
-270
- 4.5%
$150.4 - $178.04 $40.6K - $48.1K
5.73K $880K
PFE
Pfizer Inc

Healthcare
-959
- 2.37%
$24.8 - $30.19 $23.8K - $29K
39.5K $1.05M
CB
Chubb LTD

Financial Services
-212
- 5.3%
$271.57 - $301.89 $57.6K - $64K
3.79K $1.05M
VZ
Verizon Communications Inc

Communication Services
-1.16K
- 11.0%
$39.6 - $45.21 $46.1K - $52.6K
9.41K $376K
ICLN
Ishares

ETFs
-1.11K
- 5.26%
$11.35 - $14.51 $12.6K - $16.2K
20.1K $228K
FANG
Diamondback Energy, Inc.

Energy
-360
- 20.49%
$153.06 - $199.5 $55.1K - $71.8K
1.4K $228K
STWD
Starwood Property Trust, Inc.

Real Estate
-2.5K
- 15.24%
$18.95 - $20.37 $47.4K - $50.9K
13.9K $263K
FISV
Fiserv Inc

Technology
-541
- 2.05%
N/A
25.8K $3.23M
GLD
Spdr Gold Trust

ETFs
-244
- 4.23%
$236.59 - $257.5 $57.7K - $62.8K
5.53K $1.34M
NEE
Nextera Energy Inc

Utilities
-3
- 0.06%
$69.77 - $85.43 $209 - $256
5.03K $360K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-225
- 0.35%
$40.26 - $42.88 $9.06K - $9.65K
63.4K $2.56M
ABBV
Abb Vie Inc.

Healthcare
-117
- 7.78%
$164.99 - $203.87 $19.3K - $23.9K
1.39K $246K
MDT
Medtronic PLC

Healthcare
-133
- 3.45%
$79.61 - $92.24 $10.6K - $12.3K
3.72K $297K
VIS
Vanguard Industrial ETF

ETFs
-125
- 6.68%
$254.39 - $279.7 $31.8K - $35K
1.75K $443K
WM
Waste Management Inc

Industrials
-142
- 7.67%
$201.79 - $228.46 $28.7K - $32.4K
1.71K $344K
PSX
Phillips 66

Energy
-32
- 1.79%
$110.35 - $138.93 $3.53K - $4.45K
1.76K $200K
MSI
Motorola Solutions, Inc.

Technology
-150
- 5.24%
$449.08 - $504.6 $67.4K - $75.7K
2.72K $1.25M
RTX
Raytheon Technologies Corp

Industrials
-11
- 0.19%
$114.45 - $127.21 $1.26K - $1.4K
5.91K $683K
CAT
Caterpillar Inc

Industrials
-4
- 0.38%
$360.37 - $416.88 $1.44K - $1.67K
1.06K $385K
XLI
Industrial Sector Spdr

ETFs
-90
- 1.84%
$131.76 - $143.99 $11.9K - $13K
4.81K $633K
IBM
International Business Machines Corp

Technology
-82
- 1.21%
$204.9 - $238.04 $16.8K - $19.5K
6.69K $1.47M
CVX
Chevron Corp

Energy
-13
- 0.13%
$141.15 - $162.53 $1.83K - $2.11K
9.71K $1.41M
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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