$413 Million is the total value of Meridian Wealth Advisors, LLC's 183 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UL | New | UNILEVER PLCspon adr new | $404,337 | – | 7,756 | +100.0% | 0.10% | – |
INVH | New | INVITATION HOMES INC | $215,093 | – | 6,253 | +100.0% | 0.05% | – |
AON | New | AON PLC | $208,501 | – | 604 | +100.0% | 0.05% | – |
JCI | New | JOHNSON CTLS INTL PLC | $203,330 | – | 2,984 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-02
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.