$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | CORE SCIENTIFIC INC | $0 | – | -15,085 | -100.0% | -0.01% | – | |
| TFFP | Exit | TFF PHARMACEUTICALS INC | $0 | – | -11,500 | -100.0% | -0.01% | – |
| VTNR | Exit | VERTEX ENERGY INCcall | $0 | – | -10,000 | -100.0% | -0.02% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,560 | -100.0% | -0.06% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -4,252 | -100.0% | -0.06% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,818 | -100.0% | -0.07% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -2,070 | -100.0% | -0.07% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -4,729 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,436 | -100.0% | -0.11% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -3,738 | -100.0% | -0.14% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -5,273 | -100.0% | -0.16% | – |
| MNRL | Exit | BRIGHAM MINERALS INC | $0 | – | -58,303 | -100.0% | -0.40% | – |
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.