MW

Meridian Wealth Advisors, LLC

13F
Meridian Wealth Advisors, LLC
Last update 2024-10-24 176 Stocks (10 new)
Value $598.00 Mil Turnover 4 %
Countries:
Top Holdings: AESI(9.77%)IVV(9.63%)XOM(6.18%)MSFT(3.81%)AAPL(3.75%)
Portfolio Report
Summary Stock Picks Current Portfolio
Meridian Wealth Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AESI 		Atlas Energy Solutions Inc
2,680,146
58427.180
+0.10%
9.770
+0.01%
2.440
-3.13%
+20.23%
2190.810
Oil & Gas
IVV 		iShares Core S&P 500 ETF
99,824
57580.600
+5.76%
9.630
+0.52%
0.010
+7.23%
+22.31%
548429.877
 
XOM 		Exxon Mobil Corp
315,142
36940.970
-0.30%
6.180
-0.02%
0.010
-0.07%
+20.17%
519721.853
Oil & Gas
MSFT 		Microsoft Corp
52,896
22761.160
-1.06%
3.810
-0.05%
0.000
+2.93%
+16.18%
3235094.995
Software
AAPL 		Apple Inc
96,369
22454.040
-3.28%
3.750
-0.12%
0.000
+5.53%
+20.24%
3507012.089
Hardware
IAU 		iShares Gold Trust
425,942
21169.290
+6.09%
3.540
+0.20%
0.070
+15.77%
+34.93%
34065.174
 
SPY 		S&P 500 ETF TRUST ETF
33,988
19500.930
+2.73%
3.260
+0.09%
0.000
+7.27%
+22.32%
602515.180
 
AMZN 		Amazon.com Inc
67,581
12592.370
-3.42%
2.110
-0.08%
0.000
+6.49%
+27.36%
2033516.086
Retail - Cyclical
VIG 		Vanguard Dividend Appreciation FTF
62,924
12462.690
-5.76%
2.080
-0.13%
0.020
+4.87%
+15.85%
82250.108
 
JPM 		JPMorgan Chase & Co
57,715
12169.780
+2.64%
2.040
+0.05%
0.000
+5.18%
+35.41%
632597.629
Banks

Meridian Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Meridian Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META 		Meta Platforms Inc2024-09-30Add
+0.55%
●
453.41 ($514.55) 572.44
$596.08
15.84%
Add 273.27%
7,835
5,736
DEO 		Diageo PLC2024-09-30Sold Out
-0.53%
●
120.02 ($129.95) 140.77
$128.15
-1.39%
Sold Out
0
-23,621
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.52%
●
520.18 ($556.01) 576.82
$584.05
5.04%
Add 5.76%
99,824
5,441
EW 		Edwards Lifesciences Corp2024-09-30Reduce
-0.37%
●
59.7 ($72.66) 93.78
$69.18
-4.79%
Reduce -71.43%
9,033
-22,584
PG 		Procter & Gamble Co2024-09-30Add
+0.37%
●
160.76 ($169.76) 177.79
$166.25
-2.07%
Add 101.77%
25,588
12,906
EL 		The Estee Lauder Companies Inc2024-09-30Sold Out
-0.27%
●
84.2 ($94.8) 106.5
$87.73
-7.46%
Sold Out
0
-14,415
IAU 		iShares Gold Trust2024-09-30Add
+0.20%
●
44.06 ($46.81) 50.5
$52.65
12.48%
Add 6.09%
425,942
24,447
USMV 		iShares MSCI USA Min Vol Factor ETF2024-09-30Reduce
-0.18%
●
83.76 ($88.16) 91.82
$90.73
2.92%
Reduce -8.74%
124,045
-11,878
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.17%
●
237.84 ($251.14) 263.83
$266.31
6.04%
Add 13.8%
31,862
3,864
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Reduce
-0.13%
●
181.77 ($190.41) 198.25
$197.26
3.60%
Reduce -5.76%
62,924
-3,849

Meridian Wealth Advisors, LLC Total Holding History ($B)

To

Meridian Wealth Advisors, LLC's Asset Allocation

To

Meridian Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridian Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Meridian Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Meridian Wealth Advisors, LLC's Holdings Heat Map

Size field:

Meridian Wealth Advisors, LLC's Holdings Bubble Chart

Meridian Wealth Advisors, LLC News

  • 1

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