$233 Million is the total value of Meridian Wealth Advisors, LLC's 164 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 16.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,399,000 | +11.9% | 57,724 | +3.1% | 8.34% | +4.0% |
| MSFT | Buy | MICROSOFT CORP | $11,377,000 | +7.2% | 54,089 | +3.7% | 4.89% | -0.3% |
| AAPL | Buy | APPLE INC | $11,298,000 | +91.3% | 97,558 | +502.6% | 4.86% | +77.9% |
| XOM | Sell | EXXON MOBIL CORP | $10,584,000 | -34.7% | 308,300 | -15.0% | 4.55% | -39.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $10,505,000 | -3.3% | 164,840 | -8.0% | 4.52% | -10.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,206,000 | +6.3% | 30,477 | -2.1% | 4.39% | -1.1% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $7,260,000 | +2.6% | 245,860 | -5.5% | 3.12% | -4.6% |
| IAU | Buy | GOLD TRUSTishares | $6,972,000 | +40.2% | 387,570 | +32.4% | 3.00% | +30.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $6,370,000 | +13.4% | 49,512 | +3.3% | 2.74% | +5.5% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $6,163,000 | +548.7% | 41,811 | +476.3% | 2.65% | +503.4% |
| AMZN | Sell | AMAZON COM INC | $5,047,000 | +13.1% | 1,603 | -0.9% | 2.17% | +5.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,652,000 | +16.8% | 39,859 | +4.5% | 2.00% | +8.6% |
| CVX | Sell | CHEVRON CORP NEW | $3,760,000 | -19.5% | 52,219 | -0.3% | 1.62% | -25.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,406,000 | +4.9% | 2,324 | +1.5% | 1.46% | -2.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,347,000 | +15.3% | 9,878 | +10.4% | 1.44% | +7.2% |
| HD | Sell | HOME DEPOT INC | $3,051,000 | +7.1% | 10,986 | -3.4% | 1.31% | -0.4% |
| AMGN | Buy | AMGEN INC | $2,747,000 | +9.2% | 10,809 | +1.3% | 1.18% | +1.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,562,000 | -0.1% | 8,219 | -5.5% | 1.10% | -7.1% |
| V | Buy | VISA INC | $2,457,000 | +9.4% | 12,285 | +5.7% | 1.06% | +1.7% |
| GLD | Buy | SPDR GOLD TR | $2,334,000 | +62.3% | 13,179 | +53.4% | 1.00% | +50.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,286,000 | +18.4% | 10,736 | -0.7% | 0.98% | +10.1% |
| FB | Buy | FACEBOOK INCcl a | $2,254,000 | +17.5% | 8,605 | +1.9% | 0.97% | +9.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,150,000 | +5.1% | 22,329 | +2.7% | 0.92% | -2.2% |
| CRM | Sell | SALESFORCE COM INC | $2,133,000 | +33.8% | 8,488 | -0.2% | 0.92% | +24.4% |
| PTMC | Sell | PACER FDS TRtrendp us mid cp | $1,817,000 | -0.5% | 66,547 | -0.2% | 0.78% | -7.5% |
| UNP | Buy | UNION PAC CORP | $1,809,000 | +20.0% | 9,187 | +3.0% | 0.78% | +11.5% |
| MRK | Buy | MERCK & CO. INC | $1,774,000 | +13.6% | 21,382 | +5.8% | 0.76% | +5.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,758,000 | +12.2% | 29,559 | +4.0% | 0.76% | +4.4% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $1,735,000 | +0.1% | 63,006 | +0.3% | 0.75% | -6.9% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,734,000 | +3.8% | 18,766 | +2.4% | 0.74% | -3.5% |
| BAC | Sell | BK OF AMERICA CORP | $1,705,000 | -4.7% | 70,760 | -6.1% | 0.73% | -11.4% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,653,000 | +4.5% | 10,122 | +4.9% | 0.71% | -2.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,633,000 | +24.4% | 4,601 | +6.2% | 0.70% | +15.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,609,000 | +16.8% | 10,809 | +10.4% | 0.69% | +8.8% |
| WMT | Sell | WALMART INC | $1,602,000 | +9.1% | 11,447 | -6.7% | 0.69% | +1.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,475,000 | +14.3% | 6,799 | +1.1% | 0.63% | +6.2% |
| ACC | Sell | AMERICAN CAMPUS CMNTYS INC | $1,470,000 | -3.5% | 42,085 | -3.5% | 0.63% | -10.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,446,000 | +14.3% | 2,948 | +1.4% | 0.62% | +6.2% |
| CSQ | Buy | CALAMOS STRATEGIC TOTL RETN | $1,383,000 | +31.1% | 102,750 | +21.0% | 0.59% | +21.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,352,000 | +11.6% | 5,852 | +0.2% | 0.58% | +3.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,306,000 | +10.6% | 28,232 | -6.8% | 0.56% | +2.7% |
| MDT | Sell | MEDTRONIC PLC | $1,273,000 | +8.7% | 12,248 | -4.1% | 0.55% | +1.1% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,241,000 | +30.1% | 5,687 | +12.5% | 0.53% | +20.9% |
| ETN | Buy | EATON CORP PLC | $1,182,000 | +24.9% | 11,584 | +7.1% | 0.51% | +16.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,158,000 | +16.1% | 2,512 | +6.2% | 0.50% | +8.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,152,000 | +34.0% | 11,510 | +22.6% | 0.50% | +24.7% |
| HON | Buy | HONEYWELL INTL INC | $1,121,000 | +19.9% | 6,807 | +5.3% | 0.48% | +11.6% |
| AVGO | Sell | BROADCOM INC | $1,108,000 | +14.9% | 3,040 | -0.5% | 0.48% | +6.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,074,000 | +25.9% | 3,605 | +2.0% | 0.46% | +17.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,019,000 | +6.3% | 2,659 | +1.2% | 0.44% | -1.1% |
| MCD | Sell | MCDONALDS CORP | $989,000 | +6.1% | 4,505 | -10.8% | 0.42% | -1.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $978,000 | +3.6% | 4,045 | +10.8% | 0.42% | -3.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $972,000 | +93.6% | 26,675 | +84.0% | 0.42% | +80.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $965,000 | +32.4% | 5,476 | +23.1% | 0.42% | +23.1% |
| CSCO | Sell | CISCO SYS INC | $955,000 | -28.8% | 24,250 | -15.7% | 0.41% | -33.9% |
| IYW | ISHARES TRu.s. tech etf | $951,000 | +11.5% | 3,160 | 0.0% | 0.41% | +3.8% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $907,000 | +15.7% | 5,786 | +3.4% | 0.39% | +7.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $903,000 | +16.7% | 2,046 | -4.2% | 0.39% | +8.4% |
| ALL | Buy | ALLSTATE CORP | $878,000 | +8.9% | 9,322 | +12.2% | 0.38% | +1.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $840,000 | +12.3% | 6,043 | -3.4% | 0.36% | +4.3% |
| LOW | Sell | LOWES COS INC | $825,000 | +20.1% | 4,973 | -2.2% | 0.36% | +11.6% |
| NVDA | Buy | NVIDIA CORPORATION | $812,000 | +75.8% | 1,500 | +23.5% | 0.35% | +63.1% |
| ABT | Buy | ABBOTT LABS | $808,000 | +23.4% | 7,425 | +3.6% | 0.35% | +14.5% |
| BDX | Buy | BECTON DICKINSON & CO | $801,000 | +0.4% | 3,444 | +3.3% | 0.34% | -6.8% |
| RJF | RAYMOND JAMES FINL INC | $753,000 | +5.8% | 10,344 | 0.0% | 0.32% | -1.5% | |
| TJX | Buy | TJX COS INC NEW | $725,000 | +11.7% | 13,021 | +1.4% | 0.31% | +4.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $727,000 | +24.3% | 2,616 | +10.7% | 0.31% | +15.6% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $727,000 | – | 3,192 | +100.0% | 0.31% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $722,000 | +6.3% | 491 | +2.3% | 0.31% | -1.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $716,000 | +1.1% | 4,780 | -3.4% | 0.31% | -5.8% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $716,000 | -14.8% | 3,510 | -19.5% | 0.31% | -20.6% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $701,000 | -16.7% | 12,203 | -25.9% | 0.30% | -22.6% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $685,000 | +33.5% | 5,648 | -2.0% | 0.29% | +24.1% |
| DHR | Sell | DANAHER CORPORATION | $682,000 | -4.9% | 3,166 | -21.9% | 0.29% | -11.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $673,000 | -13.2% | 2,979 | -17.5% | 0.29% | -19.3% |
| PEP | Sell | PEPSICO INC | $670,000 | +4.4% | 4,837 | -0.4% | 0.29% | -3.0% |
| INTC | Buy | INTEL CORP | $665,000 | -6.6% | 12,846 | +8.0% | 0.29% | -13.1% |
| NKE | Buy | NIKE INCcl b | $659,000 | +29.7% | 5,253 | +1.4% | 0.28% | +20.4% |
| KO | Buy | COCA COLA CO | $651,000 | +11.9% | 13,192 | +1.2% | 0.28% | +4.1% |
| IQV | Buy | IQVIA HLDGS INC | $646,000 | +16.2% | 4,099 | +4.6% | 0.28% | +8.2% |
| DEO | Sell | DIAGEO PLCspon adr new | $634,000 | +1.3% | 4,602 | -1.2% | 0.27% | -5.9% |
| RSG | Sell | REPUBLIC SVCS INC | $609,000 | +12.2% | 6,524 | -1.5% | 0.26% | +4.4% |
| DIS | Sell | DISNEY WALT CO | $608,000 | +9.0% | 4,900 | -2.0% | 0.26% | +1.2% |
| IWB | ISHARES TRrus 1000 etf | $602,000 | +9.1% | 3,217 | 0.0% | 0.26% | +1.6% | |
| LLY | Buy | LILLY ELI & CO | $581,000 | -8.6% | 3,924 | +1.2% | 0.25% | -15.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $577,000 | -21.7% | 36,543 | -9.9% | 0.25% | -27.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $571,000 | +10.2% | 6,960 | -29.3% | 0.24% | +2.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $567,000 | +136.2% | 3,146 | +116.1% | 0.24% | +119.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $568,000 | +117.6% | 3,334 | +99.6% | 0.24% | +101.7% |
| TSLA | New | TESLA INC | $562,000 | – | 1,310 | +100.0% | 0.24% | – |
| ICLN | Sell | ISHARES TRgl clean ene etf | $557,000 | +36.2% | 30,143 | -7.7% | 0.24% | +26.5% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $547,000 | +5.4% | 5,185 | 0.0% | 0.24% | -2.1% | |
| INFO | New | IHS MARKIT LTD | $539,000 | – | 6,870 | +100.0% | 0.23% | – |
| CME | Buy | CME GROUP INC | $528,000 | +47.5% | 3,154 | +43.4% | 0.23% | +37.6% |
| KSU | Buy | KANSAS CITY SOUTHERN | $529,000 | +23.9% | 2,927 | +2.5% | 0.23% | +15.2% |
| MMM | Buy | 3M CO | $505,000 | +18.0% | 3,154 | +14.9% | 0.22% | +9.6% |
| PFE | Sell | PFIZER INC | $502,000 | +6.1% | 13,691 | -5.3% | 0.22% | -1.4% |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $500,000 | +9.6% | 5,950 | 0.0% | 0.22% | +1.9% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $485,000 | +33.2% | 3,984 | +32.2% | 0.21% | +23.8% |
| CB | Sell | CHUBB LIMITED | $483,000 | -18.7% | 4,163 | -11.2% | 0.21% | -24.4% |
| BLK | Buy | BLACKROCK INC | $468,000 | +7.1% | 831 | +3.4% | 0.20% | -0.5% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $442,000 | +23.1% | 3,010 | +7.1% | 0.19% | +14.5% |
| SYY | Sell | SYSCO CORP | $442,000 | -2.2% | 7,103 | -14.0% | 0.19% | -9.1% |
| TXN | Buy | TEXAS INSTRS INC | $439,000 | +17.1% | 3,077 | +4.3% | 0.19% | +9.2% |
| T | Buy | AT&T INC | $435,000 | +2.6% | 15,275 | +8.9% | 0.19% | -4.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $430,000 | +9.4% | 2,750 | 0.0% | 0.18% | +1.6% | |
| NFLX | New | NETFLIX INC | $431,000 | – | 862 | +100.0% | 0.18% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $413,000 | -15.7% | 2,807 | -23.1% | 0.18% | -21.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $406,000 | +57.4% | 2,438 | +5.0% | 0.17% | +46.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $396,000 | +58.4% | 5,145 | +41.2% | 0.17% | +46.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $390,000 | -8.7% | 2,796 | -2.4% | 0.17% | -14.7% |
| UN | Sell | UNILEVER N V | $376,000 | +13.3% | 6,230 | -0.1% | 0.16% | +5.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $374,000 | +10.3% | 1,936 | -0.2% | 0.16% | +2.5% |
| ET | Buy | ENERGY TRANSFER LP | $370,000 | -14.9% | 68,289 | +11.9% | 0.16% | -20.9% |
| MA | New | MASTERCARD INCORPORATEDcl a | $351,000 | – | 1,038 | +100.0% | 0.15% | – |
| RBBN | RIBBON COMMUNICATIONS INC | $348,000 | -1.4% | 89,866 | 0.0% | 0.15% | -8.0% | |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $346,000 | -17.6% | 4,325 | -26.0% | 0.15% | -23.2% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $340,000 | +28.8% | 14,115 | +23.7% | 0.15% | +19.7% |
| DG | Sell | DOLLAR GEN CORP NEW | $340,000 | -7.9% | 1,621 | -16.4% | 0.15% | -14.6% |
| SHW | Sell | SHERWIN WILLIAMS CO | $338,000 | -1.7% | 486 | -18.3% | 0.14% | -8.8% |
| KMB | Buy | KIMBERLY CLARK CORP | $330,000 | +12.6% | 2,237 | +7.9% | 0.14% | +5.2% |
| PYPL | New | PAYPAL HLDGS INC | $328,000 | – | 1,666 | +100.0% | 0.14% | – |
| QCOM | Buy | QUALCOMM INC | $327,000 | +30.3% | 2,778 | +1.0% | 0.14% | +21.6% |
| BX | Sell | BLACKSTONE GROUP INC | $315,000 | -30.8% | 6,035 | -24.9% | 0.14% | -35.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $310,000 | +9.5% | 5,652 | +5.6% | 0.13% | +1.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $303,000 | +16.1% | 1,030 | -14.7% | 0.13% | +7.4% |
| ZTS | New | ZOETIS INCcl a | $300,000 | – | 1,812 | +100.0% | 0.13% | – |
| MGC | VANGUARD WORLD FDmega cap index | $298,000 | +9.6% | 2,488 | 0.0% | 0.13% | +1.6% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $293,000 | +2.8% | 2,807 | -2.1% | 0.13% | -4.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $288,000 | -16.8% | 5,001 | -11.0% | 0.12% | -22.5% |
| IBB | Sell | ISHARES TRnasdaq biotech | $288,000 | -10.3% | 2,125 | -9.4% | 0.12% | -16.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $284,000 | +29.7% | 901 | +26.5% | 0.12% | +20.8% |
| NEE | Buy | NEXTERA ENERGY INC | $279,000 | +15.8% | 1,004 | +0.1% | 0.12% | +8.1% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $278,000 | +11.6% | 894 | +0.1% | 0.12% | +3.5% |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $274,000 | +2.2% | 12,000 | 0.0% | 0.12% | -4.8% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $269,000 | -92.9% | 3,955 | -93.1% | 0.12% | -93.4% |
| NOW | Buy | SERVICENOW INC | $267,000 | +21.9% | 550 | +1.9% | 0.12% | +13.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $266,000 | +10.4% | 4,410 | +7.4% | 0.11% | +2.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $263,000 | +5.6% | 13,699 | +1.3% | 0.11% | -1.7% |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $264,000 | +9.1% | 4,120 | 0.0% | 0.11% | +0.9% | |
| IWD | Sell | ISHARES TRrus 1000 val etf | $261,000 | -8.7% | 2,211 | -12.8% | 0.11% | -15.2% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $253,000 | +10.0% | 4,086 | +0.3% | 0.11% | +2.8% |
| EQIX | Buy | EQUINIX INC | $248,000 | +10.2% | 326 | +1.6% | 0.11% | +2.9% |
| AXP | Sell | AMERICAN EXPRESS CO | $247,000 | -13.6% | 2,461 | -18.1% | 0.11% | -19.7% |
| VOO | Sell | VANGUARD INDEX FDS | $245,000 | -45.8% | 796 | -50.1% | 0.10% | -49.8% |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $241,000 | +3.4% | 10,250 | 0.0% | 0.10% | -3.7% | |
| CVS | Sell | CVS HEALTH CORP | $225,000 | -21.9% | 3,858 | -13.0% | 0.10% | -27.1% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $224,000 | -24.1% | 1,013 | -26.9% | 0.10% | -29.4% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $217,000 | +4.8% | 1,305 | +5.7% | 0.09% | -3.1% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $217,000 | -92.5% | 5,201 | -92.5% | 0.09% | -93.0% |
| VFC | New | V F CORP | $214,000 | – | 3,051 | +100.0% | 0.09% | – |
| TFFP | New | TFF PHARMACEUTICALS INC | $212,000 | – | 11,500 | +100.0% | 0.09% | – |
| DUK | New | DUKE ENERGY CORP NEW | $200,000 | – | 2,256 | +100.0% | 0.09% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $201,000 | – | 428 | +100.0% | 0.09% | – |
| CSX | Sell | CSX CORP | $197,000 | -12.4% | 2,535 | -21.6% | 0.08% | -18.3% |
| IVZ | INVESCO LTD | $181,000 | +5.8% | 15,875 | 0.0% | 0.08% | -1.3% | |
| EOI | EATON VANCE ENHANCED EQ INC | $146,000 | +2.8% | 10,000 | 0.0% | 0.06% | -4.5% | |
| MNRL | New | BRIGHAM MINERALS INC | $137,000 | – | 15,400 | +100.0% | 0.06% | – |
| AROC | ARCHROCK INC | $128,000 | -16.9% | 23,800 | 0.0% | 0.06% | -22.5% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $129,000 | 0.0% | 17,500 | 0.0% | 0.06% | -8.3% | |
| LBRT | LIBERTY OILFIELD SVCS INC | $118,000 | +45.7% | 14,800 | 0.0% | 0.05% | +37.8% | |
| ORBC | New | ORBCOMM INC | $37,000 | – | 11,000 | +100.0% | 0.02% | – |
| BGCP | BGC PARTNERS INCcl a | $34,000 | -12.8% | 14,100 | 0.0% | 0.02% | -16.7% | |
| NOG | Exit | NORTHERN OIL & GAS INC NEV | $0 | – | -10,000 | -100.0% | -0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -2,120 | -100.0% | -0.10% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -5,622 | -100.0% | -0.10% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -1,185 | -100.0% | -0.10% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,188 | -100.0% | -0.10% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -939 | -100.0% | -0.11% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -2,309 | -100.0% | -0.11% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -9,301 | -100.0% | -0.12% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,765 | -100.0% | -0.12% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,965 | -100.0% | -0.14% | – |
| C | Exit | CITIGROUP INC | $0 | – | -7,601 | -100.0% | -0.18% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -10,645 | -100.0% | -0.18% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -2,926 | -100.0% | -0.23% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -11,135 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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 | 2024-02-06 |
| 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 |
| 13F-HR | 2021-11-12 |
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.