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
FIS
Fidelity National Information Services, Inc.

Technology
-141
- 4.68%
$80.14 - $90.95 $11.3K - $12.8K
2.87K $231K
COP
Conocophillips

Energy
-14
- 0.46%
$95.12 - $114.72 $1.33K - $1.61K
3.03K $300K
XLP
Consumer Staples Sector Spdr

ETFs
-230
- 6.04%
N/A
3.58K $272K
PEG
Public Service Enterprise Group Inc

Utilities
-8
- 0.24%
$81.87 - $94.51 $655 - $756
3.35K $282K
TXN
Texas Instruments Inc

Technology
-73
- 2.28%
N/A
3.13K $609K
KRP
Kimbell Royalty Partners, LP

Energy
-1K
- 3.19%
$15.38 - $16.83 $15.4K - $16.8K
30.4K $492K
VIG
Vanguard Dividend Appreciation

ETFs
-64
- 0.1%
N/A
62.9K $11.4M
VTWO
Vanguard Russell 2000 ETF

ETFs
-95
- 0.48%
$87.42 - $98.06 $8.3K - $9.32K
19.6K $1.75M
Viper Energy Inc
-752
- 15.0%
N/A
4.26K $0
Sitio Royalties Corp
-798
- 3.17%
N/A
24.4K $0
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.04%
$2981.19 - $3370.27 $2.98K - $3.37K
95 $304K
SQ
Block, Inc.

Technology
-675
- 19.07%
$65.06 - $98.92 $43.9K - $66.8K
2.86K $243K
TJX
Tjx Companies Inc

Consumer Cyclical
-42
- 0.72%
$112.15 - $127.2 $4.71K - $5.34K
5.83K $703K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10
- 0.4%
$178.39 - $215.0 $1.78K - $2.15K
2.48K $477K
EQIX
Equinix Inc

Real Estate
-5
- 1.17%
$865.69 - $985.0 $4.33K - $4.93K
423 $398K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-50
- 1.23%
$129.96 - $144.97 $6.5K - $7.25K
4.03K $560K
OKE
Oneok Inc

Energy
-100
- 2.26%
$92.28 - $117.05 $9.23K - $11.7K
4.33K $434K
XLY
Select Sector Spdr Consumer Di

ETFs
-140
- 5.11%
$194.8 - $239.43 $27.3K - $33.5K
2.6K $583K
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 7.18%
$213.65 - $479.86 $16.9K - $37.9K
1.02K $412K
XLK
Technology Sector Spdr

ETFs
-24
- 0.12%
$220.26 - $241.44 $5.29K - $5.79K
19.6K $4.57M
RJF
Raymond James Financial Inc

Financial Services
-1.68K
- 13.85%
$123.0 - $170.1 $206K - $285K
10.4K $1.62M
WMT
Walmart Inc.

Consumer Defensive
-245
- 0.86%
$79.1 - $95.7 $19.4K - $23.4K
28.2K $2.55M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 0.34%
$873.59 - $994.69 $32.3K - $36.8K
10.7K $9.84M
GOOG
Alphabet Inc.

Communication Services
-168
- 0.86%
$163.08 - $198.16 $27.4K - $33.3K
19.5K $3.7M
AVGO
Broadcom Inc.

Technology
-1.88K
- 12.22%
$159.67 - $250.0 $301K - $471K
13.5K $3.14M
NVDA
Nvidia Corp

Technology
-810
- 1.38%
$117.0 - $148.88 $94.8K - $121K
57.9K $7.78M
CRM
Salesforce, Inc.

Technology
-180
- 0.91%
$270.87 - $367.87 $48.8K - $66.2K
19.6K $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
-392
- 0.68%
$205.18 - $250.29 $80.4K - $98.1K
57.3K $13.7M
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
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