$137 Million is the total value of Meridian Wealth Advisors, LLC's 127 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFAV | New | ISHARES TRmin vol eafe etf | $4,758,000 | – | 66,087 | +100.0% | 3.47% | – |
| XMLV | New | INVESCO EXCHNG TRADED FD Ts&p midcp low | $2,149,000 | – | 43,270 | +100.0% | 1.57% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS | $1,110,000 | – | 38,140 | +100.0% | 0.81% | – |
| PTMC | New | PACER FDS TRtrendp us mid cp | $1,028,000 | – | 33,859 | +100.0% | 0.75% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $932,000 | – | 28,100 | +100.0% | 0.68% | – |
| KRP | New | KIMBELL RTY PARTNERS LPunit | $421,000 | – | 23,016 | +100.0% | 0.31% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS | $339,000 | – | 5,588 | +100.0% | 0.25% | – |
| HRS | New | HARRIS CORP DEL | $310,000 | – | 1,944 | +100.0% | 0.23% | – |
| CCLP | New | CSI COMPRESSCO LP | $32,000 | – | 11,250 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORPORATION | 20 | Q3 2023 | 20.7% |
| APPLE INCORPORATED | 20 | Q3 2023 | 5.8% |
| MICROSOFT CORPORATION | 20 | Q3 2023 | 4.9% |
| ISHARES TR MIN VOL USA ETF | 20 | Q3 2023 | 5.6% |
| PACER TRENDPILOT US LARGE CAPETF | 20 | Q3 2023 | 10.7% |
| SPDR S&P 500 ETF TRUST | 20 | Q3 2023 | 4.4% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.4% |
| CHEVRON CORPORATION NEW | 20 | Q3 2023 | 4.6% |
| AMAZON COM INCORPORATED | 20 | Q3 2023 | 2.2% |
| SPDR S&P MIDCAP 400 ETF TRUST | 20 | Q3 2023 | 2.2% |
View Meridian Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-02 |
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.