Meridian Wealth Advisors, LLC Portfolio Holdings

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

Meridian Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $536 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.6M, Exxon Mobil Corp with a value of $36.9M, Microsoft Corp with a value of $22.8M, Apple Inc. with a value of $22.4M, and Ishares Gold Trust with a value of $21.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $505M to 536M.

Below you can find more details about Meridian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $536 Million
ETFs: $194 Million
Technology: $83.7 Million
Energy: $51.6 Million
Financial Services: $51.3 Million
Healthcare: $38 Million
Consumer Cyclical: $32 Million
Industrials: $30.7 Million
Consumer Defensive: $22.4 Million
Other: $31.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$213B
$1.36 Million 0.25% of portfolio
4,451
Q3 2024 Reduced 1.92%
$119B
$1.27 Million 0.24% of portfolio
2,169
Q3 2024 Added 10.55%
$78.7B
$1.29 Million 0.24% of portfolio
2,865
Q3 2024 Added 0.74%
$145B
$1.17 Million 0.22% of portfolio
40,475
Q3 2024 Added 2.63%
$113B
$1.15 Million 0.22% of portfolio
4,002
Q3 2024 Reduced 14.14%
$153B
$1.11 Million 0.21% of portfolio
1,168
Q3 2024 Added 1.83%
$194B
$1.02 Million 0.19% of portfolio
5,999
Q3 2024 Reduced 2.44%
$227B
$1.02 Million 0.19% of portfolio
1,654
Q3 2024 Reduced 0.42%
$64.1B
$979,000 0.18% of portfolio
61,054
Q4 2023 Reduced 0.03%
$157B
$885,000 0.17% of portfolio
3,184
Q3 2024 Added 3.31%
$226B
$872,000 0.16% of portfolio
7,654
Q3 2024 Added 0.51%
$121B
$801,000 0.15% of portfolio
5,235
Q3 2023 Reduced 0.38%
$96.6B
$825,000 0.15% of portfolio
9,349
Q3 2024 Added 2.05%
$173B
$749,000 0.14% of portfolio
34,055
Q2 2024 Added 15.33%
$145B
$689,000 0.13% of portfolio
5,867
Q3 2024 Added 17.22%
$126B
$722,000 0.13% of portfolio
2,611
Q3 2024 Reduced 1.66%
$189B
$716,000 0.13% of portfolio
5,917
Q3 2024 Added 3.63%
$177B
$623,000 0.12% of portfolio
3,203
Q3 2024 Added 3.22%
$252B
$606,000 0.11% of portfolio
11,401
Q3 2024 Reduced 47.98%
$87.2B
$610,000 0.11% of portfolio
2,766
Q3 2024 Added 0.04%
$44.1B
$596,000 0.11% of portfolio
9,033
Q3 2024 Reduced 71.43%
$54.9B
$616,000 0.11% of portfolio
1,805
Q3 2024 Reduced 1.1%
$1.06T
$549,000 0.1% of portfolio
3,165
Q2 2024 Added 1.12%
$453B
$538,000 0.1% of portfolio
3,159
Q3 2024 Added 10.8%
$247B
$545,000 0.1% of portfolio
1,542
Q3 2024 Reduced 1.72%
$76.9B
$526,000 0.1% of portfolio
7,143
Q3 2024 Reduced 17.56%
$78.2B
$544,000 0.1% of portfolio
2,076
Q3 2023 Reduced 1.8%
$885M
$504,000 0.09% of portfolio
31,350
Q3 2024 Reduced 2.18%
$167B
$475,000 0.09% of portfolio
10,577
Q3 2024 Added 18.03%
$99B
$475,000 0.09% of portfolio
232
Q2 2023 Reduced 43.28%
$204B
$482,000 0.09% of portfolio
540
Q4 2020 New
$80.4B
$459,000 0.09% of portfolio
2,485
Q3 2024 Added 8.42%
$69.3B
$477,000 0.09% of portfolio
2,376
Q3 2024 Reduced 0.25%
$80.6B
$447,000 0.08% of portfolio
2,290
Q1 2023 Reduced 5.53%
$106B
$402,000 0.08% of portfolio
520
Q4 2023 Reduced 16.8%
$191B
$416,000 0.08% of portfolio
1,066
Q3 2024 Added 11.16%
$43.4B
$403,000 0.08% of portfolio
4,430
Q3 2024 Reduced 3.61%
$137B
$425,000 0.08% of portfolio
5,029
Q3 2024 Added 9.28%
$84.2B
$379,000 0.07% of portfolio
428
Q3 2024 Added 48.1%
$91.2B
$384,000 0.07% of portfolio
1,851
Q3 2024 Added 0.11%
$111B
$366,000 0.07% of portfolio
1,641
Q3 2024 Reduced 0.36%
$336B
$297,000 0.06% of portfolio
1,504
Q3 2024 Reduced 4.45%
$65.7B
$302,000 0.06% of portfolio
96
Q3 2024 Added 20.0%
$227B
$299,000 0.06% of portfolio
2,601
Q3 2023 Reduced 0.57%
$5.94B
$334,000 0.06% of portfolio
16,400
Q3 2024 Added 6.49%
$121B
$346,000 0.06% of portfolio
3,852
Q3 2024 Reduced 17.41%
$128B
$320,000 0.06% of portfolio
3,043
Q3 2024 Added 10.69%
$53.1B
$299,000 0.06% of portfolio
1,246
Q3 2024 Reduced 1.81%
$29.6B
$302,000 0.06% of portfolio
1,757
Q3 2024 Reduced 23.01%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $536 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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