Meridian Wealth Advisors, LLC - Q4 2018 holdings

$130 Million is the total value of Meridian Wealth Advisors, LLC's 463 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .

 Value Shares↓ Weighting
XOM NewEXXON MOBIL CORPORATION$23,966,000351,463
+100.0%
18.40%
CVX NewCHEVRON CORPORATION NEW$5,445,00050,047
+100.0%
4.18%
VIG NewVANGUARD DIVIDEND APPRECIATION ETFdiv app etf$4,406,00044,985
+100.0%
3.38%
MSFT NewMICROSOFT CORPORATION$3,574,00035,191
+100.0%
2.74%
HEFA NewISHARES TR HDG MSCI EAFEhdg msci eafe$3,173,000122,939
+100.0%
2.44%
MDY NewSPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp$2,827,0009,339
+100.0%
2.17%
VEA NewVANGUARD FTSE DEVELOPED MKTS ETFftse dev mkt etf$2,764,00074,494
+100.0%
2.12%
RSP NewGUGGENHEIM S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt$2,316,00025,344
+100.0%
1.78%
AAPL NewAPPLE INCORPORATED$2,085,00013,218
+100.0%
1.60%
JPM NewJPMORGAN CHASE & COMPANY$2,051,00021,010
+100.0%
1.58%
USMV NewISHARES TR MIN VOL USA ETFmin vol usa etf$2,023,00038,610
+100.0%
1.55%
SDY NewSPDR SERIES TRUST S&P DIVID ETFs&p divid etf$1,984,00022,165
+100.0%
1.52%
AMGN NewAMGEN INCORPORATED$1,674,0008,599
+100.0%
1.28%
BRKB NewBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWcl b new$1,474,0007,220
+100.0%
1.13%
AMZN NewAMAZON COM INCORPORATED$1,359,000905
+100.0%
1.04%
HD NewHOME DEPOT INCORPORATED$1,331,0007,749
+100.0%
1.02%
DXJ NewWISDOMTREE JAPAN HEDGED EQUITY FUNDjapn hedge eqt$1,309,00028,224
+100.0%
1.00%
MRK NewMERCK & COMPANY INCORPORATED$1,274,00016,671
+100.0%
0.98%
UNP NewUNION PAC CORPORATION$1,199,0008,674
+100.0%
0.92%
PFE NewPFIZER INCORPORATED$1,164,00026,663
+100.0%
0.89%
VZ NewVERIZON COMMUNICATIONS INCORPORATED$1,157,00020,574
+100.0%
0.89%
XLK NewSECTOR SPDR TR SBI INT-TECHtechnology$1,139,00018,375
+100.0%
0.87%
RJF NewRAYMOND JAMES FINANCIAL INCORPORATED$1,051,00014,119
+100.0%
0.81%
V NewVISA INCORPORATED COM CLASS A$1,037,0007,859
+100.0%
0.80%
JNJ NewJOHNSON & JOHNSON$1,016,0007,871
+100.0%
0.78%
IWF NewISHARES TR RUS 1000 GRW ETFrus 1000 grw etf$957,0007,312
+100.0%
0.74%
EPD NewENTERPRISE PRODUCTS PARTNERS L P$913,00037,140
+100.0%
0.70%
SPY NewSPDR S&P 500 ETF TRUSTtr unit$905,0003,620
+100.0%
0.70%
VO NewVANGUARD MID CAP ETFmid cap etf$885,0006,406
+100.0%
0.68%
CSCO NewCISCO SYSTEMS INCORPORATED$871,00020,097
+100.0%
0.67%
CRM NewSALESFORCE COM INCORPORATED$844,0006,160
+100.0%
0.65%
BDX NewBECTON DICKINSON & COMPANY$831,0003,688
+100.0%
0.64%
WMT NewWAL-MART STORES INCORPORATED$829,0008,903
+100.0%
0.64%
CSQ NewCALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT$793,00074,900
+100.0%
0.61%
CB NewCHUBB LIMITED$788,0006,101
+100.0%
0.60%
AMLP NewALPS ETF TRUST ALERIAN MLP ETFalerian mlp$769,00088,030
+100.0%
0.59%
MSI NewMOTOROLA SOLUTIONS INCORPORATED COM NEW$712,0006,190
+100.0%
0.55%
SM NewSM ENERGY COMPANY$691,00044,658
+100.0%
0.53%
ALL NewALLSTATE CORPORATION$674,0008,160
+100.0%
0.52%
ETN NewEATON CORPORATION PLC SHS$643,0009,366
+100.0%
0.49%
AVGO NewBROADCOM LIMITED SHS$638,0002,511
+100.0%
0.49%
MMM New3M COMPANY$635,0003,334
+100.0%
0.49%
VGK NewVANGUARD INTL EQUITY INDEX FDS MSCI EUROPE ETFftse europe etf$606,00012,459
+100.0%
0.46%
MPC NewMARATHON PETE CORPORATION$591,00010,009
+100.0%
0.45%
GOOGL NewALPHABET INCORPORATED CAP STK CLASS Acap stk cl a$577,000552
+100.0%
0.44%
IWD NewISHARES TR RUS 1000 VAL ETFrus 1000 val etf$575,0005,182
+100.0%
0.44%
ORLY NewO REILLY AUTOMOTIVE INCORPORATED NEW$505,0001,468
+100.0%
0.39%
IYW NewISHARES TR U.S. TECH ETFu.s. tech etf$505,0003,160
+100.0%
0.39%
IR NewINGERSOLL-RAND PLC SHS$502,0005,504
+100.0%
0.38%
SYY NewSYSCO CORPORATION$500,0007,977
+100.0%
0.38%
UNH NewUNITEDHEALTH GROUP INCORPORATED$482,0001,934
+100.0%
0.37%
RSG NewREPUBLIC SVCS INCORPORATED$477,0006,616
+100.0%
0.37%
CME NewCME GROUP INCORPORATED COM CLASS A$473,0002,512
+100.0%
0.36%
FTC NewFIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND$467,0008,150
+100.0%
0.36%
ABBV NewABBVIE INCORPORATED$467,0005,066
+100.0%
0.36%
PEP NewPEPSICO INCORPORATED$466,0004,221
+100.0%
0.36%
XLV NewSECTOR SPDR TR SBI HEALTHCAREsbi healthcare$449,0005,185
+100.0%
0.34%
BBT NewBB&T CORPORATION$447,00010,314
+100.0%
0.34%
IBB NewISHARES TR NASDAQ BIOTECHnasdaq biotech$437,0004,530
+100.0%
0.34%
MDT NewMEDTRONIC PLC SHS$437,0004,802
+100.0%
0.34%
EL NewLAUDER ESTEE COMPANIES INCORPORATED CLASS Acl a$435,0003,342
+100.0%
0.33%
IQV NewIQVIA HLDGS INCORPORATED$432,0003,715
+100.0%
0.33%
RBBN NewRIBBON COMMUNICATIONS INCORPORATED$433,00089,866
+100.0%
0.33%
ABT NewABBOTT LABS$421,0005,827
+100.0%
0.32%
APD NewAIR PRODUCTS & CHEMICALS INCORPORATED$415,0002,592
+100.0%
0.32%
EFA NewISHARES TR MSCI EAFE ETFmsci eafe etf$413,0007,028
+100.0%
0.32%
GOOG NewALPHABET INCORPORATED CAP STK CLASS Ccap stk cl c$410,000396
+100.0%
0.32%
DEO NewDIAGEO P L C SPON ADR NEWspon adr new$409,0002,883
+100.0%
0.31%
BKNG NewBOOKING HLDGS INCORPORATED$408,000237
+100.0%
0.31%
ICE NewINTERCONTINENTAL EXCHANGE INCORPORATED$400,0005,310
+100.0%
0.31%
VYM NewVANGUARD HIGH DIVIDEND YIELD ETFhigh div yld$397,0005,095
+100.0%
0.30%
DVY NewISHARES TR SELECT DIVID ETFselect divid etf$376,0004,215
+100.0%
0.29%
IJR NewISHARES TR CORE S&P SCP ETFcore s&p scp etf$367,0005,295
+100.0%
0.28%
VHT NewVANGUARD HEALTH CARE ETFhealth car etf$366,0002,280
+100.0%
0.28%
QCOM NewQUALCOMM INCORPORATED$358,0006,289
+100.0%
0.28%
MCHP NewMICROCHIP TECHNOLOGY INCORPORATED$347,0004,825
+100.0%
0.27%
INTC NewINTEL CORPORATION$340,0007,254
+100.0%
0.26%
IWB NewISHARES TR RUS 1000 ETFrus 1000 etf$338,0002,434
+100.0%
0.26%
KSU NewKANSAS CITY SOUTHERN COM NEW$325,0003,400
+100.0%
0.25%
MCD NewMCDONALDS CORPORATION$323,0001,821
+100.0%
0.25%
T NewAT&T INCORPORATED$322,00011,296
+100.0%
0.25%
ADP NewAUTOMATIC DATA PROCESSING INCORPORATED$320,0002,441
+100.0%
0.25%
HON NewHONEYWELL INTERNATIONAL INCORPORATED$320,0002,422
+100.0%
0.25%
MMP NewMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP$319,0005,588
+100.0%
0.24%
CVS NewCVS HEALTH CORPORATION$314,0004,787
+100.0%
0.24%
XLF NewSECTOR SPDR TR SBI INT-FINLsbi int-finl$306,00012,855
+100.0%
0.24%
KO NewCOCA COLA COMPANY$306,0006,464
+100.0%
0.24%
PG NewPROCTER AND GAMBLE COMPANY$303,0003,295
+100.0%
0.23%
PXD NewPIONEER NAT RES COMPANY$302,0002,300
+100.0%
0.23%
IUSG NewISHARES TR CORE S&P US GWTcore s&p us gwt$297,0005,635
+100.0%
0.23%
XLI NewSECTOR SPDR TR SBI INT-INDSsbi int-inds$288,0004,475
+100.0%
0.22%
IXUS NewISHARES TR CORE MSCI TOTALcore msci total$286,0005,437
+100.0%
0.22%
CCL NewCARNIVAL CORPORATION PAIRED CTFunit 99/99/9999$280,0005,670
+100.0%
0.22%
DWDP NewDOWDUPONT INCORPORATED$280,0005,243
+100.0%
0.22%
XLY NewSECTOR SPDR TR SBI CONS DISCRsbi cons discr$278,0002,810
+100.0%
0.21%
IWM NewISHARES TR RUSSELL 2000 ETFrussell 2000 etf$275,0002,055
+100.0%
0.21%
VNOM NewVIPER ENERGY PARTNERS LPCOM UNT RP INT$273,00010,500
+100.0%
0.21%
CI NewCIGNA CORPORATION$272,0001,431
+100.0%
0.21%
TSLF NewTHL CR SR LN FD$269,00018,075
+100.0%
0.21%
KRP NewKIMBELL RTY PARTNERS LP UNITunit$258,00019,016
+100.0%
0.20%
DIS NewDISNEY WALT COMPANY COM DISNEY$256,0002,332
+100.0%
0.20%
EWJ NewISHARES INCORPORATED MSCI JPN ETF NEWmsci jpn etf new$257,0005,065
+100.0%
0.20%
COST NewCOSTCO WHOLESALE CORPORATION NEW$257,0001,263
+100.0%
0.20%
ITW NewILLINOIS TOOL WKS INCORPORATED$246,0001,939
+100.0%
0.19%
NVDA NewNVIDIA CORPORATION$245,0001,838
+100.0%
0.19%
IOO NewISHARES TR GLOBAL 100 ETFglobal 100 etf$244,0005,755
+100.0%
0.19%
AXP NewAMERICAN EXPRESS COMPANY$238,0002,496
+100.0%
0.18%
LMT NewLOCKHEED MARTIN CORPORATION$235,000897
+100.0%
0.18%
XLP NewSECTOR SPDR TR SBI CONS STPLSsbi cons stpls$231,0004,550
+100.0%
0.18%
FDX NewFEDEX CORPORATION$230,0001,423
+100.0%
0.18%
CMCSA NewCOMCAST CORPORATION NEW CLASS Acl a$229,0006,718
+100.0%
0.18%
SYF NewSYNCHRONY FINL$229,0009,741
+100.0%
0.18%
OXY NewOCCIDENTAL PETE CORPORATION DEL$224,0003,644
+100.0%
0.17%
MGC NewVANGUARD WORLD FUND MEGA CAP 300 INDEX ETFmega cap index$216,0002,488
+100.0%
0.17%
IBM NewINTERNATIONAL BUSINESS MACHINES$212,0001,868
+100.0%
0.16%
SPHD NewPOWERSHARES ETF TRUST II POWERSHARES S&P 500 HIGHs&p500 hdl vol$201,0005,250
+100.0%
0.15%
PSX NewPHILLIPS 66$194,0002,256
+100.0%
0.15%
WRK NewWESTROCK COMPANY$193,0005,103
+100.0%
0.15%
GLD NewSPDR GOLD TR GOLD SHS$191,0001,575
+100.0%
0.15%
TXN NewTEXAS INSTRS INCORPORATED$190,0002,007
+100.0%
0.15%
LLY NewLILLY ELI & COMPANY$190,0001,646
+100.0%
0.15%
EMR NewEMERSON ELEC COMPANY$189,0003,162
+100.0%
0.14%
BLK NewBLACKROCK INCORPORATED$189,000480
+100.0%
0.14%
BSJM NewPOWERSHARES ET SELFINDEXED FD TR BULLETSHARES$186,0008,000
+100.0%
0.14%
USB NewUS BANCORP DEL COM NEW$182,0003,993
+100.0%
0.14%
UTX NewUNITED TECHNOLOGIES CORPORATION$183,0001,720
+100.0%
0.14%
AROC NewARCHROCK INCORPORATED$178,00023,800
+100.0%
0.14%
BA NewBOEING COMPANY$177,000550
+100.0%
0.14%
BAC NewBANK AMER CORPORATION$176,0007,158
+100.0%
0.14%
RTN NewRAYTHEON COMPANY COM NEW$169,0001,104
+100.0%
0.13%
AMT NewAMERISOURCEBERGEN CORPORATION$168,0001,398
+100.0%
0.13%
UPS NewUNITED PARCEL SERVICE INCORPORATED CLASS Bcl b$163,0001,671
+100.0%
0.12%
HAL NewHALLIBURTON COMPANY$162,0006,103
+100.0%
0.12%
CAT NewCATERPILLAR INCORPORATED DEL$161,0001,265
+100.0%
0.12%
CSX NewCSX CORPORATION$155,0002,500
+100.0%
0.12%
BABA NewALIBABA GROUP HLDG LIMITED SPONSORED ADSsponsored ads$153,0001,114
+100.0%
0.12%
SCHD NewSCHWAB STRATEGIC TRUST US DIVIDEND EQUITY ETFus dividend eq$151,0003,206
+100.0%
0.12%
CELG NewCELGENE CORPORATION$147,0002,298
+100.0%
0.11%
ADBE NewADOBE SYSTEMS INC$144,000637
+100.0%
0.11%
COG NewCABOT OIL & GAS CORPORATION$141,0006,300
+100.0%
0.11%
EXP NewEAGLE MATERIALS INCORPORATED$141,0002,317
+100.0%
0.11%
WRD NewWILDHORSE RESOURCE DEV CORPORATION$140,0009,950
+100.0%
0.11%
VBTX NewVERITEX HLDGS INCORPORATED$140,0006,546
+100.0%
0.11%
FV NewFIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETFdorsey wrt 5 etf$138,0005,480
+100.0%
0.11%
EXG NewEATON VANCE TAX MNGD GBL DV EQ$131,00017,500
+100.0%
0.10%
EOI NewEATON VANCE ENHANCED EQ INCORPORATED FD$130,00010,000
+100.0%
0.10%
BMY NewBRISTOL MYERS SQUIBB COMPANY$129,0002,485
+100.0%
0.10%
KMI NewKINDER MORGAN INCORPORATED DEL$128,0008,331
+100.0%
0.10%
FNDX NewSCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL USschwab fdt us lg$127,0003,750
+100.0%
0.10%
PM NewPHILIP MORRIS INTERNATIONAL INCORPORATED$128,0001,919
+100.0%
0.10%
GM NewGENERAL MTRS COMPANY$128,0003,839
+100.0%
0.10%
MO NewALTRIA GROUP INCORPORATED$125,0002,525
+100.0%
0.10%
LBRT NewLIBERTY OILFIELD SVCS INCORPORATED COM CLASS A$120,0009,300
+100.0%
0.09%
OEF NewISHARES TR S&P 100 ETFs&p 100 etf$119,0001,065
+100.0%
0.09%
TTE NewTOTAL S A SPONSORED ADRsponsored adr$117,0002,242
+100.0%
0.09%
NXPI NewNXP SEMICONDUCTORS N V$116,0001,579
+100.0%
0.09%
COP NewCONOCOPHILLIPS UNIT EX 123124$116,0001,865
+100.0%
0.09%
WM NewWASTE MGMT INCORPORATED DEL$108,0001,209
+100.0%
0.08%
VOT NewVANGUARD INDEX FDS MCAP GR IDXVIPmcap gr idxvip$108,000906
+100.0%
0.08%
DLN NewWISDOMTREE U.S. LARGECAP DIVIDEND FUNDus largecap divd$106,0001,250
+100.0%
0.08%
ZTS NewZOETIS INCORPORATED CLASS Acl a$106,0001,244
+100.0%
0.08%
RWO NewSPDR DOW JONES REAL ESTATEdj glb rl es etf$104,0002,358
+100.0%
0.08%
DGX NewQUEST DIAGNOSTICS INCORPORATED$104,0001,251
+100.0%
0.08%
C NewCITIGROUP INCORPORATED COM NEW$104,0002,007
+100.0%
0.08%
GD NewGENERAL DYNAMICS CORPORATION$104,000660
+100.0%
0.08%
GLW NewCORNING INCORPORATED$103,0003,394
+100.0%
0.08%
LOW NewLOWES COMPANIES INCORPORATED$102,0001,104
+100.0%
0.08%
PE NewPARSLEY ENERGY INCORPORATED CLASS Acl a$101,0006,300
+100.0%
0.08%
ICUI NewICU MED INCORPORATED$102,000446
+100.0%
0.08%
CNC NewCENTENE CORPORATION DEL$102,000888
+100.0%
0.08%
MQY NewBLACKROCK MUNIYIELD QUALITY FD$101,0007,743
+100.0%
0.08%
ARI NewAPOLLO COML REAL EST FIN INCORPORATED REIT$100,0006,000
+100.0%
0.08%
ET NewENERGY TRANSFER EQUITY L P COM UT LTD PTN$100,0007,560
+100.0%
0.08%
DUK NewDUKE ENERGY CORPORATION NEW COM NEW$99,0001,147
+100.0%
0.08%
KMB NewKIMBERLY CLARK CORPORATION$98,000863
+100.0%
0.08%
MAA NewMID AMER APT CMNTYS INCORPORATED REIT$96,0001,000
+100.0%
0.07%
BAX NewBAXTER INTERNATIONAL INCORPORATED$95,0001,444
+100.0%
0.07%
VGT NewVANGUARD INFORMATION TECHNOLOGY ETFinf tech etf$94,000563
+100.0%
0.07%
ADI NewANALOG DEVICES INCORPORATED$94,0001,100
+100.0%
0.07%
CHKP NewCHECK POINT SOFTWARE TECH LIMITED ORDord$92,000899
+100.0%
0.07%
ALK NewALASKA AIR GROUP INCORPORATED$91,0001,500
+100.0%
0.07%
ORCL NewORACLE CORPORATION$91,0002,010
+100.0%
0.07%
IYLD NewISHARES TR MRNGSTR INC ETFmrngstr inc etf$89,0003,829
+100.0%
0.07%
SDOG NewALPS ETF TRUST SECTOR DIVIDEND DOGS ETFsectr div dogs$87,0002,215
+100.0%
0.07%
VMW NewVMWARE INCORPORATED CLASS A COM$87,000632
+100.0%
0.07%
AON NewAON PLC SHS CL A$87,000600
+100.0%
0.07%
NTAP NewNETAPP INCORPORATED$84,0001,414
+100.0%
0.06%
XLB NewSECTOR SPDR TR SBI MATERIALSsbi materials$83,0001,650
+100.0%
0.06%
QAI NewINDEXIQ ETF TRUST IQ HEDGE MULTI-STRATEGYhedge mlti etf$83,0002,869
+100.0%
0.06%
NOC NewNORTHROP GRUMMAN CORPORATION$81,000331
+100.0%
0.06%
TPL NewTEXAS PAC LD TR SUB CTF PROP I Tsub ctf prop i t$81,000150
+100.0%
0.06%
SLB NewSCHLUMBERGER LIMITED$79,0002,200
+100.0%
0.06%
CDAY NewCERIDIAN HCM HLDG INCORPORATED$79,0002,300
+100.0%
0.06%
DGRO NewISHARES TR CORE DIV GRWTHcore div grwth$80,0002,406
+100.0%
0.06%
MU NewMICRON TECHNOLOGY INCORPORATED$78,0002,450
+100.0%
0.06%
BGCP NewBGC PARTNERS INCORPORATED CLASS Acl a$78,00015,000
+100.0%
0.06%
CONE NewCYRUSONE INCORPORATED REIT$77,0001,452
+100.0%
0.06%
PRK NewPARK NATL CORPORATION$76,000900
+100.0%
0.06%
BK NewBANK NEW YORK MELLON CORPORATION$75,0001,586
+100.0%
0.06%
MDLZ NewMONDELEZ INTERNATIONAL INCORPORATED CLASS Acl a$76,0001,907
+100.0%
0.06%
WAT NewWATERS CORPORATION$75,000400
+100.0%
0.06%
MA NewMASTERCARD INCORPORATED CLASS Acl a$74,000391
+100.0%
0.06%
AVY NewAVERY DENNISON CORPORATION$74,000821
+100.0%
0.06%
XLE NewSECTOR SPDR TR SBI INT-ENERGYenergy$72,0001,250
+100.0%
0.06%
ROP NewROPER TECHNOLOGIES INCORPORATED$70,000263
+100.0%
0.05%
AEP NewAMERICAN ELEC PWR INCORPORATED$70,000943
+100.0%
0.05%
MCY NewMERCURY GENL CORPORATION NEW$69,0001,325
+100.0%
0.05%
DON NewWISDOMTREE U.S. MIDCAP DIVIDEND FUNDus midcap divid$69,0002,175
+100.0%
0.05%
NCR NewTRAVELERS COMPANIES INCORPORATED$69,000573
+100.0%
0.05%
PUMP NewPROPETRO HLDG CORPORATION$68,0005,546
+100.0%
0.05%
APC NewANADARKO PETE CORPORATION$68,0001,550
+100.0%
0.05%
TGT NewTARGET CORPORATION$68,0001,030
+100.0%
0.05%
SBUX NewSTARBUCKS CORPORATION$68,0001,050
+100.0%
0.05%
AGN NewALLERGAN PLC SHS$67,000500
+100.0%
0.05%
HPQ NewHP INCORPORATED$67,0003,264
+100.0%
0.05%
WEC NewWEC ENERGY GROUP INCORPORATED$66,000953
+100.0%
0.05%
GILD NewGILEAD SCIENCES INCORPORATED$65,0001,035
+100.0%
0.05%
PPG NewPPG INDUSTRIES INCORPORATED$65,000634
+100.0%
0.05%
UN NewUNILEVER N V N Y SHS NEW$62,0001,150
+100.0%
0.05%
CNK NewCINEMARK HOLDINGS INCORPORATED$63,0001,757
+100.0%
0.05%
DAL NewDELTA AIR LINES INCORPORATED DEL COM NEW$63,0001,262
+100.0%
0.05%
DAR NewDARLING INGREDIENTS INCORPORATED$62,0003,245
+100.0%
0.05%
EGIF NewEAGLE GRWTH & INCOME OPPTY FD COM SHS BEN IN$63,0005,000
+100.0%
0.05%
AOR NewISHARES TR GRWT ALLOCAT ETFgrwt allocat etf$61,0001,473
+100.0%
0.05%
IYE NewISHARES TR U.S. ENERGY ETFu.s. energy etf$61,0001,950
+100.0%
0.05%
QEP NewQEP RES INCORPORATED$60,00010,700
+100.0%
0.05%
JCE NewNUVEEN CORE EQUITY ALPHA FUND$60,0005,000
+100.0%
0.05%
CL NewCOLGATE PALMOLIVE COMPANY$60,0001,000
+100.0%
0.05%
GIS NewGENERAL MLS INCORPORATED$58,0001,480
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0.04%
RNG NewRINGCENTRAL INCORPORATED CLASSAcl a$59,000720
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0.04%
VLO NewVALERO ENERGY CORPORATION NEW$57,000759
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0.04%
INCY NewINCYTE CORPORATION$57,000892
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0.04%
WP NewWORLDPAY INCORPORATED CLASS Acl a$57,000750
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0.04%
LNC NewLINCOLN NATL CORPORATION IND$57,0001,105
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0.04%
AAN NewAARONS INCORPORATED COM PAR 0.50$56,0001,341
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0.04%
CBRE NewCBRE GROUP INCORPORATED CLASS Acl a$56,0001,399
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0.04%
AMD NewADVANCED MICRO DEVICES INCORPORATED$55,0003,000
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0.04%
WBA NewWALGREENS BOOTS ALLIANCE INCORPORATED$53,000781
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0.04%
MYL NewMYLAN N V SHS EURO$54,0001,954
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0.04%
SPOT NewSPOTIFY TECHNOLOGY S ASHS (LUXEMBOURG)$53,000470
+100.0%
0.04%
PLD NewPROLOGIS INCORPORATED REIT$54,000912
+100.0%
0.04%
CVA NewCOVANTA HLDG CORPORATION$53,0003,950
+100.0%
0.04%
FB NewFACEBOOK INCORPORATED CLASS Acl a$54,000412
+100.0%
0.04%
NMRK NewNEWMARK GROUP INCORPORATEDCLASS Acl a$52,0006,493
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0.04%
IJH NewISHARES TR CORE S&P MCP ETFcore s&p mcp etf$51,000305
+100.0%
0.04%
GLPI NewGAMING & LEISURE PPTYS INCORPORATED REIT$51,0001,565
+100.0%
0.04%
LEA NewLEAR CORPORATION COM NEW$51,000416
+100.0%
0.04%
BBN NewBLACKROCK TAX MUNICPAL BD TR SHS$51,0002,450
+100.0%
0.04%
TCBI NewTEXAS CAPITAL BANCSHARES INCORPORATED$51,0001,000
+100.0%
0.04%
STWD NewSTARWOOD PROPERTY TR INCORPORATED REIT$49,0002,500
+100.0%
0.04%
KRE NewSPDR SERIES TRUST S&P REGL BKG ETFs&p regl bkg$49,0001,050
+100.0%
0.04%
D NewDOMINION ENERGY INCORPORATED$49,000682
+100.0%
0.04%
WFCPRL NewWELLS FARGO & CO PFDperp pfd cnv a$50,00040
+100.0%
0.04%
IP NewINTERNATIONAL PAPER COMPANY$49,0001,222
+100.0%
0.04%
BACPRL NewBANK OF AMERICA CORPORATION 7.25 CNV PFD L7.25%cnv pfd l$50,00040
+100.0%
0.04%
SLV NewISHARES SILVER TRUST ISHARESishares$48,0003,300
+100.0%
0.04%
JHML NewJOHN HANCOCK ETF TRUST MULTIFACTOR LARGE CAP ETFmltfctr lrg cap$48,0001,500
+100.0%
0.04%
VTI NewVANGUARD TOTAL STOCK MARKET ETFtotal stk mkt$47,000366
+100.0%
0.04%
FDUS NewFIDUS INVT CORPORATION$47,0004,000
+100.0%
0.04%
NEE NewNEXTERA ENERGY INCORPORATED$47,000272
+100.0%
0.04%
EHC NewENCOMPASS HEALTH CORPORATION$46,000750
+100.0%
0.04%
VOO NewVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$46,000200
+100.0%
0.04%
GE NewGENERAL ELECTRIC COMPANY$45,0006,000
+100.0%
0.04%
EOG NewEOG RES INCORPORATED$44,000500
+100.0%
0.03%
SSNC NewSS&C TECHNOLOGIES HLDGS INCORPORATED$44,000976
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0.03%
IWL NewISHARES TR RUS TOP 200 ETFrus top 200 etf$44,000750
+100.0%
0.03%
BSJJ NewGUGGENHEIM BULLETSHARES 2019 HIGH YIELD CORP BD ETF$43,0001,800
+100.0%
0.03%
EMLP NewFIRST TRUST ETF IV NORTH AMERICAN ENERGYno amer energy$43,0002,000
+100.0%
0.03%
BDJ NewBLACKROCK ENHANCED EQT DIV TR$43,0005,500
+100.0%
0.03%
VOE NewVANGUARD INDEX FDS MCAP VL IDXVIPmcap vl idxvip$43,000450
+100.0%
0.03%
CEN NewCENTER COAST MLP & INFRSTR FD COM SHS$43,0006,350
+100.0%
0.03%
SCHX NewSCHWAB STRATEGIC TRUST US LARGE CAP ETFus lrg cap etf$42,000700
+100.0%
0.03%
WFC NewWELLS FARGO COMPANY NEW$42,000920
+100.0%
0.03%
ANET NewARISTA NETWORKS INCORPORATED$42,000200
+100.0%
0.03%
APPN NewAPPIAN CORPORATION CLASS Acl a$42,0001,580
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0.03%
BP NewBP PLC SPONSORED ADRsponsored adr$40,0001,062
+100.0%
0.03%
NFLX NewNETFLIX INCORPORATED$40,000150
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0.03%
FAST NewFASTENAL COMPANY$40,000766
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0.03%
DHR NewDANAHER CORPORATION DEL$41,000400
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0.03%
WY NewWEYERHAEUSER COMPANY REIT$41,0001,862
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0.03%
MPWR NewMONOLITHIC PWR SYSTEMS INCORPORATED$40,000343
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0.03%
CLX NewCLOROX COMPANY DEL$39,000250
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0.03%
NEWR NewNEW RELIC INCORPORATED$39,000480
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0.03%
CHD NewCHURCH & DWIGHT INCORPORATED$39,000600
+100.0%
0.03%
TGP NewTEEKAY LNG PARTNERS L P PRTNRSP UNITSprtnrsp units$39,0003,500
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0.03%
NOW NewSERVICENOW INCORPORATED$38,000214
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0.03%
TAP NewMOLSON COORS BREWING COMPANY CLASS Bcl b$38,000669
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0.03%
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+100.0%
0.03%
FANG NewDIAMONDBACK ENERGY INCORPORATED$36,000385
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0.03%
DBEU NewDB X-TRACKERS MSCI EUROPE HEDGED EQUITY FUNDxtrack msci eurp$36,0001,435
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0.03%
IEUR NewISHARES TR CORE MSCI EUROcore msci euro$37,000885
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0.03%
MET NewMETLIFE INCORPORATED$37,000907
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0.03%
MIC NewMACQUARIE INFRASTRUCTURE CORPORATION$37,0001,000
+100.0%
0.03%
LUMN NewCENTURYLINK INCORPORATED$37,0002,435
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0.03%
PDT NewHANCOCK JOHN PREMUIM DIV FD COM SH BEN INT$36,0002,580
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0.03%
VIS NewVANGUARD INDUSTRIALS ETFindustrial etf$36,000295
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0.03%
IEX NewIDEX CORPORATION$35,000278
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0.03%
WMB NewWILLIAMS COMPANIES INCORPORATED DEL$35,0001,585
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0.03%
OASPQ NewOASIS PETE INCORPORATED NEW$35,0006,383
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0.03%
ARLP NewALLIANCE RES PARTNER L PUT LTD PARTut ltd part$35,0002,000
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0.03%
DISCK NewDISCOVERY COMMUNICATNS NEW COM SER C$35,0001,500
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0.03%
FLIR NewFLIR SYSTEMS INCORPORATED$35,000807
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0.03%
LLL NewL3 TECHNOLOGIES INCORPORATED$35,000200
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0.03%
NVS NewNOVARTIS A G SPONSORED ADRsponsored adr$34,000401
+100.0%
0.03%
CLR NewCONTINENTAL RESOURCES INCORPORATED$34,000844
+100.0%
0.03%
AXAS NewABRAXAS PETE CORPORATION$33,00030,000
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0.02%
NKE NewNIKE INCORPORATED CLASS Bcl b$30,000400
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0.02%
BR NewBROADRIDGE FINL SOLUTIONS INCORPORATED$30,000314
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0.02%
PGR NewPROGRESSIVE CORPORATION OHIO$29,000473
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0.02%
EMN NewEASTMAN CHEMICAL COMPANY$29,000400
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0.02%
TRGP NewTARGA RES CORPORATION$29,000806
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0.02%
PYPL NewPAYPAL HLDGS INCORPORATED$29,000345
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0.02%
YUM NewYUM BRANDS INCORPORATED$29,000320
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0.02%
NUV NewNUVEEN MUN VALUE FD INCORPORATED$29,0003,100
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0.02%
RDSA NewROYAL DUTCH SHELL PLC SPONS ADR Aspons adr a$29,000500
+100.0%
0.02%
PWV NewPOWERSHARES ETF TRUST DYNM LRG CP VL PTdynmc lrg valu$28,000850
+100.0%
0.02%
BSCM NewGUGGENHEIM BULLETSHARES 2022 CORP BD ETF$28,0001,350
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0.02%
IWS NewISHARES TR RUS MDCP VAL ETFrus mdcp val etf$27,000360
+100.0%
0.02%
AOM NewISHARES TR MODERT ALLOC ETFmodert alloc etf$27,000770
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0.02%
GDV NewGABELLI DIVD & INCOME TR$27,0001,450
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0.02%
FHN NewFIRST HORIZON NATL CORPORATION$27,0002,052
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0.02%
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0.02%
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0.02%
JDD NewNUVEEN DIVERSIFIED DIV INCM FD$28,0003,000
+100.0%
0.02%
CLH NewCLEAN HARBORS INCORPORATED$28,000576
+100.0%
0.02%
XLU NewSECTOR SPDR TR SBI INT-UTILSsbi int-utils$28,000520
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0.02%
VCR NewVANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf$27,000179
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0.02%
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0.02%
CDK NewCDK GLOBAL INCORPORATED$26,000533
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0.02%
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0.02%
CXO NewCONCHO RES INCORPORATED$26,000250
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0.02%
CCLP NewCSI COMPRESSCO LP COM UNIT$26,00011,250
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0.02%
NUE NewNUCOR CORPORATION$26,000500
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0.02%
TSLA NewTESLA INCORPORATED$25,00075
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0.02%
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+100.0%
0.02%
NBR NewNABORS INDUSTRIES LIMITED SHS$25,00012,300
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0.02%
KHC NewKRAFT HEINZ COMPANY$24,000547
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0.02%
HDV NewISHARES TR CORE HIGH DV ETFcore high dv etf$24,000288
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0.02%
VNQ NewVANGUARD REIT ETFreal estate etf$24,000324
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0.02%
NOG NewNORTHERN OIL & GASINCORPORATED NEV$23,00010,000
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0.02%
DIA NewSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTut ser 1$23,000100
+100.0%
0.02%
R NewRYDER SYSTEMS INCORPORATED$24,000500
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0.02%
LQD NewISHARES TR IBOXX INV CP ETFiboxx inv cp etf$24,000215
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0.02%
STZ NewCONSTELLATION BRANDS INCORPORATED CLASS Acl a$23,000145
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0.02%
DLTR NewDOLLAR TREE INCORPORATED$22,000246
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0.02%
PAA NewPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNunit ltd partn$22,0001,122
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0.02%
SO NewSOUTHERN COMPANY$22,000500
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0.02%
EVRG NewEVERGY INCORPORATED$22,000380
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0.02%
IRDM NewIRIDIUM COMMUNICATIONS INCORPORATED$22,0001,200
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0.02%
WLL NewWHITING PETE CORPORATION NEWCOM NEW$21,000915
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0.02%
SIVB NewSVB FINL GROUP$21,000111
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0.02%
ALGN NewALIGN TECHNOLOGY INCORPORATED$21,000100
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0.02%
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0.02%
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0.02%
ENB NewENBRIDGE INCORPORATED$20,000633
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0.02%
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0.02%
VTWO NewVANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000vng rus2000idx$20,000185
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0.02%
TWOU New2U INCORPORATED$20,000400
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0.02%
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0.02%
CRZO NewCARRIZO OIL & GAS INCORPORATED$19,0001,700
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0.02%
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0.01%
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0.01%
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0.01%
VFC NewV F CORPORATION$18,000250
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0.01%
IVV NewISHARES TR CORE S&P500 ETFcore s&p500 etf$18,00070
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0.01%
BX NewBLACKSTONE GROUP L P COM UNIT LTD$18,000600
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0.01%
ITOT NewISHARES TR CORE S&P TTL STKcore s&p ttl stk$17,000300
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0.01%
RYAAY NewRYANAIR HLDGS PLC SPONSORED ADR NEsponsored adr ne$17,000243
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0.01%
DOX NewAMDOCS LIMITED SHS$15,000250
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0.01%
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0.01%
MHK NewMOHAWK INDUSTRIES INCORPORATED$15,000126
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0.01%
TOL NewTOLL BROTHERS INCORPORATED$16,000500
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0.01%
BKH NewBLACK HILLS CORPORATION$16,000250
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0.01%
ANTM NewANTHEM INCORPORATED$16,00060
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0.01%
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0.01%
YETI NewYETI HLDGS INCORPORATED$15,0001,000
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0.01%
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0.01%
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0.01%
GOLD NewBARRICK GOLD CORPORATION$14,0001,000
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0.01%
ARRY NewARRAY BIOPHARMA INCORPORATED$14,0001,000
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
LIN NewLINDE PLC (IRELAND)$12,00078
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0.01%
ACA NewARCOSA INCORPORATED$12,000446
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
PTEN NewPATTERSON UTI ENERGY INCORPORATED$10,0001,000
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
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0.01%
MCK NewMCKESSON CORPORATION$8,00075
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0.01%
CCI NewCROWN CASTLE INTERNATIONAL CORPORATION NEW REIT$8,00075
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0.01%
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TIF NewTIFFANY & COMPANY NEW$8,000100
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FLS NewFLOWSERVE CORPORATION$6,000148
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0.01%
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0.01%
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0.01%
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0.01%
REZI NewRESIDEO TECHNOLOGIESINCORPORATED$7,000356
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0.01%
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0.01%
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UL NewUNILEVER PLC SPON ADR NEWspon adr new$6,000124
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0.01%
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0.01%
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AM NewANTERO MIDSTREAM PARTNERS LP UNT LTD PARTNunt ltd partn$4,000200
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F NewFORD MTR COMPANY DEL COM PAR 0.01$4,000500
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0.00%
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0.00%
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0.00%
GTX NewGARRETT MOTION INCORPORATED$3,000213
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CC NewCHEMOURS COMPANY$2,00060
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EFG NewISHARES TR EAFE GRWTH ETFeafe grwth etf$1,0008
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0.00%
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0.00%
REGI NewRENEWABLE ENERGY GROUP INCORPORATED COM NEW$1,00023
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0.00%
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+100.0%
0.00%
SRE NewSEMPRA ENERGY$03
+100.0%
0.00%
MAT NewMATTEL INCORPORATED$01
+100.0%
0.00%
PRSP NewPERSPECTA INCORPORATED$010
+100.0%
0.00%
UNIT NewUNITI GROUP INCORPORATED REIT$02
+100.0%
0.00%
WPG NewWASHINGTON PRIME GROUP NEW REIT$039
+100.0%
0.00%
CRCQQ NewCALIFORNIA RES CORPORATION COM NEW$01
+100.0%
0.00%
VSM NewVERSUM MATLS INCORPORATED$012
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
EXXON MOBIL CORPORATION20Q3 202320.7%
APPLE INCORPORATED20Q3 20235.8%
MICROSOFT CORPORATION20Q3 20234.9%
ISHARES TR MIN VOL USA ETF20Q3 20235.6%
PACER TRENDPILOT US LARGE CAPETF20Q3 202310.7%
SPDR S&P 500 ETF TRUST20Q3 20234.4%
VANGUARD SPECIALIZED FUNDS20Q3 20233.4%
CHEVRON CORPORATION NEW20Q3 20234.6%
AMAZON COM INCORPORATED20Q3 20232.2%
SPDR S&P MIDCAP 400 ETF TRUST20Q3 20232.2%

View Meridian Wealth Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-11-13
13F-HR2023-08-02
13F-HR2023-05-02
13F-HR2023-01-23
13F-HR2022-10-19
13F-HR2022-07-26
13F-HR2022-05-12
13F-HR2022-02-02
13F-HR2021-11-12

View Meridian Wealth Advisors, LLC's complete filings history.

Compare quarters

Export Meridian Wealth Advisors, LLC's holdings