$388 Million is the total value of Meridian Wealth Advisors, LLC's 191 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | SITIO ROYALTIES CORP | $1,741,475 | – | 60,363 | +100.0% | 0.45% | – | |
| FISV | New | FISERV INC | $1,663,713 | – | 16,461 | +100.0% | 0.43% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $868,544 | – | 9,177 | +100.0% | 0.22% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $477,619 | – | 11,380 | +100.0% | 0.12% | – |
| PLD | New | PROLOGIS INC. | $254,723 | – | 2,260 | +100.0% | 0.07% | – |
| NVS | New | NOVARTIS AGsponsored adr | $235,963 | – | 2,601 | +100.0% | 0.06% | – |
| KLAC | New | KLA CORP | $235,644 | – | 625 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $237,644 | – | 992 | +100.0% | 0.06% | – |
| BAND | New | BANDWIDTH INC | $223,992 | – | 9,760 | +100.0% | 0.06% | – |
| YUM | New | YUM BRANDS INC | $207,396 | – | 1,619 | +100.0% | 0.05% | – |
| EMR | New | EMERSON ELEC CO | $207,297 | – | 2,158 | +100.0% | 0.05% | – |
| GD | New | GENERAL DYNAMICS CORP | $202,210 | – | 815 | +100.0% | 0.05% | – |
| CNI | New | CANADIAN NATL RY CO | $202,096 | – | 1,700 | +100.0% | 0.05% | – |
| GIS | New | GENERAL MLS INC | $201,659 | – | 2,405 | +100.0% | 0.05% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $200,540 | – | 1,269 | +100.0% | 0.05% | – |
| New | RESERVOIR MEDIA INC | $59,700 | – | 10,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-23
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.