$355 Million is the total value of Meridian Wealth Advisors, LLC's 187 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EOI | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -10,000 | -100.0% | -0.04% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -1,800 | -100.0% | -0.05% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,233 | -100.0% | -0.06% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -6,615 | -100.0% | -0.06% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,900 | -100.0% | -0.06% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,202 | -100.0% | -0.06% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,601 | -100.0% | -0.06% | – |
| VTNR | Exit | VERTEX ENERGY INC | $0 | – | -30,000 | -100.0% | -0.08% | – |
| MAIN | Exit | MAIN STR CAP CORP | $0 | – | -9,000 | -100.0% | -0.09% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -7,430 | -100.0% | -0.12% | – |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -13,307 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.