$234 Million is the total value of Meridian Wealth Advisors, LLC's 153 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 42.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Buy | EXXON MOBIL CORP | $24,898,000 | -7.4% | 352,621 | +0.5% | 10.66% | -43.2% |
| PTLC | Buy | PACER FDS TRtrendp us lar cp | $24,024,000 | +277.3% | 773,212 | +271.6% | 10.28% | +131.4% |
| AAPL | Buy | APPLE INC | $10,480,000 | +277.4% | 46,791 | +240.9% | 4.48% | +131.5% |
| USMV | Buy | ISHARES TRmsci min vol etf | $9,464,000 | +18.9% | 147,649 | +14.5% | 4.05% | -27.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,334,000 | +1594.0% | 31,451 | +1573.8% | 3.99% | +940.1% |
| MSFT | Buy | MICROSOFT CORP | $7,210,000 | +47.4% | 51,857 | +44.2% | 3.09% | -9.6% |
| CVX | Buy | CHEVRON CORP NEW | $6,414,000 | +0.9% | 54,085 | +6.2% | 2.74% | -38.1% |
| IVV | New | ISHARES TRcore s&p500 etf | $6,187,000 | – | 20,725 | +100.0% | 2.65% | – |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $5,431,000 | +7.9% | 74,110 | +7.0% | 2.32% | -33.8% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $5,287,000 | +8.9% | 44,217 | +4.9% | 2.26% | -33.1% |
| IAU | New | ISHARES GOLD TRUSTishares | $5,039,000 | – | 357,408 | +100.0% | 2.16% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $4,198,000 | – | 29,341 | +100.0% | 1.80% | – |
| XMLV | Buy | INVESCO EXCHNG TRADED FD TRs&p midcp low | $3,674,000 | +58.2% | 69,829 | +54.1% | 1.57% | -3.0% |
| MTUM | New | ISHARES TRusa momentum fct | $3,673,000 | – | 30,799 | +100.0% | 1.57% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $3,549,000 | – | 23,451 | +100.0% | 1.52% | – |
| HEFA | Sell | ISHARES TRhdg msci eafe | $3,473,000 | -10.2% | 116,009 | -10.6% | 1.49% | -44.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,164,000 | +23.0% | 8,977 | +23.7% | 1.35% | -24.6% |
| HD | Buy | HOME DEPOT INC | $2,813,000 | +66.5% | 12,125 | +51.9% | 1.20% | +2.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,800,000 | +18.8% | 23,800 | +15.3% | 1.20% | -27.1% |
| PTMC | Buy | PACER FDS TRtrendp us mid cp | $2,733,000 | +153.5% | 93,661 | +153.2% | 1.17% | +55.6% |
| AMZN | Buy | AMAZON COM INC | $2,689,000 | +43.3% | 1,549 | +58.9% | 1.15% | -12.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,572,000 | +274.9% | 2,106 | +265.6% | 1.10% | +129.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,301,000 | +52.6% | 11,060 | +58.0% | 0.98% | -6.4% |
| V | Buy | VISA INC | $2,128,000 | +58.0% | 12,373 | +62.7% | 0.91% | -3.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,880,000 | +13.6% | 23,346 | +10.1% | 0.80% | -30.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,785,000 | +65.4% | 8,215 | +111.5% | 0.76% | +1.5% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $1,711,000 | +3.5% | 16,677 | +1.8% | 0.73% | -36.5% |
| MRK | Buy | MERCK & CO INC | $1,666,000 | +9.5% | 19,800 | +12.0% | 0.71% | -32.9% |
| AMGN | Buy | AMGEN INC | $1,664,000 | +4.7% | 8,597 | +0.7% | 0.71% | -35.7% |
| UNP | Buy | UNION PACIFIC CORP | $1,620,000 | +6.6% | 10,003 | +13.9% | 0.69% | -34.6% |
| CSCO | Buy | CISCO SYS INC | $1,589,000 | +42.9% | 32,167 | +62.7% | 0.68% | -12.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,440,000 | +255.6% | 31,934 | +317.5% | 0.62% | +117.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,409,000 | +22.3% | 10,893 | +35.3% | 0.60% | -25.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,377,000 | +7.9% | 22,806 | +2.6% | 0.59% | -33.8% |
| MDT | Buy | MEDTRONIC PLC | $1,376,000 | +176.9% | 12,667 | +162.7% | 0.59% | +69.7% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,212,000 | +60.5% | 6,092 | +51.3% | 0.52% | -1.5% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $1,211,000 | – | 42,364 | +100.0% | 0.52% | – |
| WMT | Buy | WALMART INC | $1,183,000 | +27.6% | 9,969 | +19.2% | 0.51% | -21.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,117,000 | +119.9% | 3,878 | +106.8% | 0.48% | +35.0% |
| HON | Buy | HONEYWELL INTL INC | $1,086,000 | +98.9% | 6,416 | +127.4% | 0.46% | +22.0% |
| FB | New | FACEBOOK INCcl a | $1,063,000 | – | 5,967 | +100.0% | 0.46% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,064,000 | – | 5,909 | +100.0% | 0.46% | – |
| DIS | Buy | DISNEY WALT CO | $1,045,000 | +200.3% | 8,020 | +245.8% | 0.45% | +84.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $997,000 | -3.7% | 5,849 | -5.8% | 0.43% | -40.9% |
| BDX | Buy | BECTON DICKINSON & CO | $988,000 | +1.5% | 3,905 | +2.6% | 0.42% | -37.7% |
| ACC | New | AMERICAN CAMPUS CMNTYS INC | $979,000 | – | 20,369 | +100.0% | 0.42% | – |
| PFE | Buy | PFIZER INC | $972,000 | -17.7% | 27,061 | +1.0% | 0.42% | -49.5% |
| CRM | Buy | SALESFORCE COM INC | $970,000 | -1.7% | 6,536 | +0.8% | 0.42% | -39.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $968,000 | +104.7% | 10,496 | +96.5% | 0.41% | +25.5% |
| CSQ | CALAMOS STRATEGIC TOTL RETN | $953,000 | -0.3% | 74,900 | 0.0% | 0.41% | -38.8% | |
| RJF | Sell | RAYMOND JAMES FINANCIAL INC | $950,000 | -9.2% | 11,529 | -6.8% | 0.41% | -44.2% |
| ALL | Sell | ALLSTATE CORP | $949,000 | -1.2% | 8,731 | -5.0% | 0.41% | -39.4% |
| BA | Buy | BOEING CO | $909,000 | +334.9% | 2,388 | +334.2% | 0.39% | +166.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $907,000 | +133.8% | 2,326 | +127.6% | 0.39% | +43.2% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $904,000 | +80.1% | 2,269 | +67.1% | 0.39% | +10.6% |
| CB | Buy | CHUBB LIMITED | $901,000 | +11.4% | 5,584 | +4.1% | 0.39% | -31.6% |
| ETN | Buy | EATON CORP PLC | $871,000 | +8.5% | 10,481 | +11.8% | 0.37% | -33.4% |
| ADBE | Buy | ADOBE INC | $867,000 | +221.1% | 3,137 | +262.7% | 0.37% | +97.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $846,000 | +29.0% | 694 | +17.6% | 0.36% | -21.0% |
| IR | Buy | INGERSOLL-RAND PLC | $829,000 | +3.8% | 6,725 | +7.1% | 0.36% | -36.3% |
| AVGO | Buy | BROADCOM INC | $811,000 | +0.1% | 2,936 | +4.3% | 0.35% | -38.6% |
| KO | Buy | COCA COLA CO | $799,000 | +135.0% | 14,684 | +125.8% | 0.34% | +44.3% |
| ACN | New | ACCENTURE PLC IRELAND | $777,000 | – | 4,041 | +100.0% | 0.33% | – |
| VNOM | New | VIPER ENERGY PARTNERS LP | $768,000 | – | 27,750 | +100.0% | 0.33% | – |
| DEO | Buy | DIAGEO P L Cspon adr new | $761,000 | +25.0% | 4,656 | +36.5% | 0.33% | -23.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $759,000 | +7.8% | 18,470 | +9.4% | 0.32% | -33.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $729,000 | +28.8% | 3,284 | +31.3% | 0.31% | -21.0% |
| PG | Buy | PROCTER & GAMBLE CO | $730,000 | +77.6% | 5,873 | +67.3% | 0.31% | +8.7% |
| PEP | Buy | PEPSICO INC | $690,000 | +25.5% | 5,034 | +27.1% | 0.30% | -23.2% |
| MPC | Sell | MARATHON PETE CORP | $671,000 | +5.8% | 11,041 | -1.8% | 0.29% | -35.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $656,000 | +10.1% | 4,112 | +8.5% | 0.28% | -32.5% |
| IYW | ISHARES TRu.s. tech etf | $645,000 | +3.2% | 3,160 | 0.0% | 0.28% | -36.7% | |
| BBT | Buy | BB&T CORP | $640,000 | +13.5% | 11,995 | +7.8% | 0.27% | -30.3% |
| IQV | Buy | IQVIA HLDGS INC | $636,000 | -1.2% | 4,259 | +6.5% | 0.27% | -39.4% |
| ABT | Buy | ABBOTT LABS | $611,000 | +22.7% | 7,300 | +25.2% | 0.26% | -24.8% |
| SYY | Buy | SYSCO CORP | $597,000 | +20.6% | 7,516 | +7.4% | 0.26% | -26.1% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $589,000 | +2.3% | 3,510 | +6.0% | 0.25% | -37.3% |
| INTC | Buy | INTEL CORP | $580,000 | +53.8% | 11,257 | +50.9% | 0.25% | -5.7% |
| RSG | Buy | REPUBLIC SVCS INC | $579,000 | +18.9% | 6,692 | +19.1% | 0.25% | -27.1% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $580,000 | – | 2,779 | +100.0% | 0.25% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $574,000 | +3.1% | 3,424 | +2.8% | 0.25% | -36.8% |
| MCD | Buy | MCDONALDS CORP | $572,000 | +71.3% | 2,662 | +65.4% | 0.24% | +5.2% |
| AMT | New | AMERICAN TOWER CORP NEW | $555,000 | – | 2,510 | +100.0% | 0.24% | – |
| BLK | Buy | BLACKROCK INC | $547,000 | +143.1% | 1,228 | +155.8% | 0.23% | +49.0% |
| DHR | New | DANAHER CORPORATION | $532,000 | – | 3,684 | +100.0% | 0.23% | – |
| RBBN | RIBBON COMMUNICATIONS INC | $525,000 | +19.6% | 89,866 | 0.0% | 0.22% | -26.5% | |
| T | Buy | AT&T INC | $520,000 | +22.9% | 13,747 | +13.6% | 0.22% | -24.4% |
| LOW | New | LOWES COS INC | $498,000 | – | 4,531 | +100.0% | 0.21% | – |
| CME | CME GROUP INC | $497,000 | +0.2% | 2,352 | 0.0% | 0.21% | -38.4% | |
| MMM | Sell | 3M CO | $487,000 | -9.1% | 2,963 | -4.2% | 0.21% | -44.4% |
| MDLZ | New | MONDELEZ INTL INCcl a | $473,000 | – | 8,554 | +100.0% | 0.20% | – |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $467,000 | -2.7% | 5,185 | 0.0% | 0.20% | -40.3% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $462,000 | +7.2% | 2,864 | +17.3% | 0.20% | -34.2% |
| MNRL | BRIGHAM MINERALS INC | $463,000 | -7.2% | 23,250 | 0.0% | 0.20% | -43.1% | |
| BX | New | BLACKSTONE GROUP INC | $461,000 | – | 9,435 | +100.0% | 0.20% | – |
| KSU | KANSAS CITY SOUTHERN | $456,000 | +6.3% | 3,425 | 0.0% | 0.20% | -34.8% | |
| NKE | New | NIKE INCcl b | $456,000 | – | 4,853 | +100.0% | 0.20% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $452,000 | – | 1,553 | +100.0% | 0.19% | – |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $438,000 | +80.2% | 3,206 | +86.4% | 0.19% | +10.0% |
| TXN | Buy | TEXAS INSTRS INC | $432,000 | +87.8% | 3,345 | +66.7% | 0.18% | +15.6% |
| SM | SM ENERGY CO | $433,000 | -22.5% | 44,658 | 0.0% | 0.18% | -52.6% | |
| TJX | New | TJX COS INC NEW | $421,000 | – | 7,555 | +100.0% | 0.18% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $418,000 | +5.6% | 2,542 | +4.4% | 0.18% | -35.1% |
| FTC | FIRST TR LRG CP GRWTH ALPHAD | $416,000 | -0.7% | 5,950 | 0.0% | 0.18% | -39.0% | |
| IJR | ISHARES TRcore s&p scp etf | $385,000 | -0.5% | 4,945 | 0.0% | 0.16% | -38.9% | |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $381,000 | +11.7% | 13,605 | +10.1% | 0.16% | -31.5% |
| UN | New | UNILEVER N V | $369,000 | – | 6,147 | +100.0% | 0.16% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $370,000 | – | 5,588 | +100.0% | 0.16% | – |
| IUSG | ISHARES TRcore s&p us gwt | $370,000 | +0.3% | 5,885 | 0.0% | 0.16% | -38.5% | |
| PXD | Sell | PIONEER NAT RES CO | $364,000 | -29.3% | 2,897 | -12.7% | 0.16% | -56.5% |
| BKNG | Sell | BOOKING HLDGS INC | $359,000 | -30.3% | 183 | -26.2% | 0.15% | -57.1% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $353,000 | +20.1% | 14,500 | +20.8% | 0.15% | -26.3% |
| GLD | Buy | SPDR GOLD TRUST | $354,000 | +68.6% | 2,549 | +61.8% | 0.15% | +3.4% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $347,000 | +0.3% | 4,475 | 0.0% | 0.15% | -38.6% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $342,000 | +8.6% | 2,668 | +7.8% | 0.15% | -33.6% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $339,000 | +1.2% | 2,810 | 0.0% | 0.14% | -38.0% | |
| KRP | New | KIMBELL RTY PARTNERS LPunit | $309,000 | – | 21,016 | +100.0% | 0.13% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $305,000 | +4.5% | 1,948 | +0.5% | 0.13% | -35.8% |
| ICLN | New | ISHARES TRgl clean ene etf | $307,000 | – | 28,143 | +100.0% | 0.13% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $303,000 | – | 33,190 | +100.0% | 0.13% | – |
| PH | New | PARKER HANNIFIN CORP | $303,000 | – | 1,680 | +100.0% | 0.13% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $300,000 | – | 1,819 | +100.0% | 0.13% | – |
| RTN | Sell | RAYTHEON CO | $298,000 | +5.3% | 1,520 | -2.2% | 0.13% | -35.0% |
| AMP | New | AMERIPRISE FINL INC | $292,000 | – | 1,983 | +100.0% | 0.12% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $289,000 | +18.0% | 2,416 | +2.5% | 0.12% | -27.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $285,000 | -8.1% | 2,411 | -3.4% | 0.12% | -43.5% |
| IBM | INTERNATIONAL BUSINESS MACHS | $272,000 | +5.4% | 1,868 | 0.0% | 0.12% | -35.6% | |
| IVZ | New | INVESCO LTD | $269,000 | – | 15,875 | +100.0% | 0.12% | – |
| ZTS | New | ZOETIS INCcl a | $265,000 | – | 2,127 | +100.0% | 0.11% | – |
| CVS | Sell | CVS HEALTH CORP | $264,000 | +6.9% | 4,187 | -6.5% | 0.11% | -34.3% |
| MGC | VANGUARD WORLD FDmega cap index | $257,000 | +2.0% | 2,488 | 0.0% | 0.11% | -37.5% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $253,000 | +5.9% | 4,120 | 0.0% | 0.11% | -35.3% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $251,000 | +17.3% | 1,498 | +29.1% | 0.11% | -28.2% |
| LLY | New | LILLY ELI & CO | $247,000 | – | 2,208 | +100.0% | 0.11% | – |
| AROC | ARCHROCK INC | $237,000 | -6.0% | 23,800 | 0.0% | 0.10% | -42.6% | |
| IBB | Sell | ISHARES TRnasdaq biotech | $233,000 | -51.3% | 2,345 | -46.5% | 0.10% | -70.0% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $227,000 | – | 5,634 | +100.0% | 0.10% | – |
| PSX | PHILLIPS 66 | $227,000 | +9.1% | 2,221 | 0.0% | 0.10% | -33.1% | |
| SPHD | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $224,000 | +1.4% | 5,250 | 0.0% | 0.10% | -37.7% | |
| IEFA | New | ISHARES TRcore msci eafe | $219,000 | – | 3,586 | +100.0% | 0.09% | – |
| EQIX | New | EQUINIX INC | $215,000 | – | 373 | +100.0% | 0.09% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $214,000 | – | 2,461 | +100.0% | 0.09% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $213,000 | – | 1,954 | +100.0% | 0.09% | – |
| VFC | New | V F CORP | $212,000 | – | 2,383 | +100.0% | 0.09% | – |
| USB | New | US BANCORP DEL | $209,000 | – | 3,785 | +100.0% | 0.09% | – |
| NEE | New | NEXTERA ENERGY INC | $207,000 | – | 889 | +100.0% | 0.09% | – |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $208,000 | +4.0% | 841 | +1.2% | 0.09% | -36.4% |
| EOI | EATON VANCE ENHANCED EQ INC | $151,000 | +0.7% | 10,000 | 0.0% | 0.06% | -38.1% | |
| EXG | EATON VANCE TAX MNGD GBL DV | $144,000 | -0.7% | 17,500 | 0.0% | 0.06% | -38.6% | |
| BGCP | BGC PARTNERS INCcl a | $88,000 | +4.8% | 16,000 | 0.0% | 0.04% | -35.6% | |
| CHK | Sell | CHESAPEAKE ENERGY CORP | $51,000 | -30.1% | 36,436 | -3.2% | 0.02% | -56.9% |
| NOG | NORTHERN OIL & GAS INC NEV | $20,000 | +5.3% | 10,000 | 0.0% | 0.01% | -30.8% | |
| AXAS | ABRAXAS PETE CORP | $15,000 | -51.6% | 30,000 | 0.0% | 0.01% | -72.7% | |
| CCLP | Exit | CSI COMPRESSCO LP | $0 | – | -11,250 | -100.0% | -0.03% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -3,437 | -100.0% | -0.14% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -3,234 | -100.0% | -0.15% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -7,134 | -100.0% | -0.15% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,931 | -100.0% | -0.16% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -5,179 | -100.0% | -0.18% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,665 | -100.0% | -0.18% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -3,138 | -100.0% | -0.19% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -2,557 | -100.0% | -0.19% | – |
| SYF | Exit | SYNCHRONY FINL | $0 | – | -8,490 | -100.0% | -0.21% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,588 | -100.0% | -0.25% | – |
| HRS | Exit | HARRIS CORP DEL | $0 | – | -1,891 | -100.0% | -0.26% | – |
| KRP | Exit | KIMBELL RTY PARTNERS LPunit | $0 | – | -23,016 | -100.0% | -0.26% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -4,632 | -100.0% | -0.28% | – |
| VNOM | Exit | VIPER ENERGY PARTNERS LP | $0 | – | -28,750 | -100.0% | -0.62% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -38,140 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-08
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.