| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORPORATION | 23 | Q2 2024 | 20.7% |
| APPLE INCORPORATED | 23 | Q2 2024 | 5.8% |
| MICROSOFT CORPORATION | 23 | Q2 2024 | 4.9% |
| ISHARES TR MIN VOL USA ETF | 23 | Q2 2024 | 5.6% |
| PACER TRENDPILOT US LARGE CAPETF | 23 | Q2 2024 | 10.7% |
| SPDR S&P 500 ETF TRUST | 23 | Q2 2024 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 3.4% |
| CHEVRON CORPORATION NEW | 23 | Q2 2024 | 4.6% |
| AMAZON COM INCORPORATED | 23 | Q2 2024 | 2.4% |
| SPDR S&P MIDCAP 400 ETF TRUST | 23 | Q2 2024 | 2.2% |
View Meridian Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-26 |
View Meridian Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.