$431 Million is the total value of Meridian Wealth Advisors, LLC's 212 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPGI | New | S&P GLOBAL INC | $2,509,000 | – | 6,117 | +100.0% | 0.58% | – |
| DOCU | New | DOCUSIGN INC | $472,000 | – | 4,405 | +100.0% | 0.11% | – |
| ADI | New | ANALOG DEVICES INC | $463,000 | – | 2,804 | +100.0% | 0.11% | – |
| OXY | New | OCCIDENTAL PETE CORP | $431,000 | – | 7,600 | +100.0% | 0.10% | – |
| MELI | New | MERCADOLIBRE INC | $400,000 | – | 336 | +100.0% | 0.09% | – |
| BDX | New | BECTON DICKINSON & CO | $368,000 | – | 1,382 | +100.0% | 0.08% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $334,000 | – | 1,448 | +100.0% | 0.08% | – |
| BAND | New | BANDWIDTH INC | $316,000 | – | 9,760 | +100.0% | 0.07% | – |
| CL | New | COLGATE PALMOLIVE CO | $304,000 | – | 4,009 | +100.0% | 0.07% | – |
| WM | New | WASTE MGMT INC DEL | $293,000 | – | 1,846 | +100.0% | 0.07% | – |
| AMAT | New | APPLIED MATLS INC | $286,000 | – | 2,170 | +100.0% | 0.07% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $285,000 | – | 2,733 | +100.0% | 0.07% | – |
| LIN | New | LINDE PLC | $263,000 | – | 824 | +100.0% | 0.06% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $229,000 | – | 1,241 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP | $224,000 | – | 2,710 | +100.0% | 0.05% | – |
| YUM | New | YUM BRANDS INC | $218,000 | – | 1,837 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $203,000 | – | 2,231 | +100.0% | 0.05% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $159,000 | – | 10,903 | +100.0% | 0.04% | – |
| New | CORE SCIENTIFIC INC | $99,000 | – | 12,085 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Signatures
The EDGAR filing(s) were signed by:
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.