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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.62 Million 0.49% of portfolio
63,579
Q3 2024 Reduced 0.74%
$252B
$2.29 Million 0.43% of portfolio
28,420
Q3 2024 Reduced 6.04%
$0
$2.28 Million 0.42% of portfolio
23,770
Q3 2024 Added 0.14%
$381B
$2.07 Million 0.39% of portfolio
12,790
Q3 2024 Reduced 11.6%
$211B
$2.09 Million 0.39% of portfolio
12,269
Q3 2024 Reduced 2.55%
$0
$1.76 Million 0.33% of portfolio
19,733
Q3 2024 Added 5.34%
$155B
$1.75 Million 0.33% of portfolio
6,445
Q3 2024 Added 0.02%
$0
$1.69 Million 0.31% of portfolio
97,222
Q3 2023 Added 3.18%
$0
$1.54 Million 0.29% of portfolio
5,474
Q3 2024 Added 0.02%
$154B
$1.57 Million 0.29% of portfolio
7,608
Q3 2024 Added 6.7%
$68.5B
$1.52 Million 0.28% of portfolio
52,348
Q3 2024 Reduced 0.95%
$201B
$1.5 Million 0.28% of portfolio
6,771
Q3 2024 Reduced 1.3%
$112B
$1.51 Million 0.28% of portfolio
6,542
Q3 2024 Added 30.58%
$33.8B
$1.48 Million 0.28% of portfolio
12,094
Q3 2024 Reduced 4.54%
$282B
$1.43 Million 0.27% of portfolio
9,726
Q3 2024 Added 4.65%
$0
$1.4 Million 0.26% of portfolio
9,216
Q3 2023 Reduced 5.73%
$83.3B
$1.4 Million 0.26% of portfolio
5,774
Q3 2024 Reduced 1.48%
$216B
$1.36 Million 0.25% of portfolio
4,451
Q3 2024 Reduced 1.92%
$128B
$1.27 Million 0.24% of portfolio
2,169
Q3 2024 Added 10.55%
$0
$1.31 Million 0.24% of portfolio
4,617
Q3 2024 Added 15.66%
$78.8B
$1.29 Million 0.24% of portfolio
2,865
Q3 2024 Added 0.74%
$150B
$1.17 Million 0.22% of portfolio
40,475
Q3 2024 Added 2.63%
$115B
$1.15 Million 0.22% of portfolio
4,002
Q3 2024 Reduced 14.14%
$0
$1.15 Million 0.21% of portfolio
31,037
Q3 2021 Reduced 34.4%
$0
$1.11 Million 0.21% of portfolio
2,108
Q3 2024 Added 0.19%
$159B
$1.11 Million 0.21% of portfolio
1,168
Q3 2024 Added 1.83%
$179B
$1.02 Million 0.19% of portfolio
5,999
Q3 2024 Reduced 2.44%
$207B
$1.02 Million 0.19% of portfolio
1,654
Q3 2024 Reduced 0.42%
$60.5B
$979,000 0.18% of portfolio
61,054
Q4 2023 Reduced 0.03%
$0
$988,000 0.18% of portfolio
3,143
Q1 2023 Reduced 2.3%
$168B
$885,000 0.17% of portfolio
3,184
Q3 2024 Added 3.31%
$0
$895,000 0.17% of portfolio
1,835
Q3 2024 Added 0.05%
$201B
$872,000 0.16% of portfolio
7,654
Q3 2024 Added 0.51%
$125B
$801,000 0.15% of portfolio
5,235
Q3 2023 Reduced 0.38%
$96.7B
$825,000 0.15% of portfolio
9,349
Q3 2024 Added 2.05%
$0
$724,000 0.14% of portfolio
2,750
Q4 2020 New
$0
$774,000 0.14% of portfolio
2,016
Q4 2023 Reduced 14.29%
$164B
$749,000 0.14% of portfolio
34,055
Q2 2024 Added 15.33%
$143B
$689,000 0.13% of portfolio
5,867
Q3 2024 Added 17.22%
$123B
$722,000 0.13% of portfolio
2,611
Q3 2024 Reduced 1.66%
$0
$709,000 0.13% of portfolio
4,605
Q2 2024 Added 0.66%
$227B
$680,000 0.13% of portfolio
2,508
Q3 2024 Reduced 3.28%
$172B
$716,000 0.13% of portfolio
5,917
Q3 2024 Added 3.63%
$0
$662,000 0.12% of portfolio
4,895
Q3 2023 Reduced 4.86%
$177B
$623,000 0.12% of portfolio
3,203
Q3 2024 Added 3.22%
$0
$570,000 0.11% of portfolio
12,582
Q3 2024 Reduced 13.21%
$246B
$606,000 0.11% of portfolio
11,401
Q3 2024 Reduced 47.98%
$86.1B
$610,000 0.11% of portfolio
2,766
Q3 2024 Added 0.04%
$46.6B
$596,000 0.11% of portfolio
9,033
Q3 2024 Reduced 71.43%

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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