Meridian Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Meridian Wealth Advisors, LLC | Institutional Filer | ▲ 4.73% | $756.4M | 202 |
Current Portfolio Holdings
Showing all 202 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 122K | $79.8M | 10.55% |
| 2 | XOM | Exxon Mobil Corporation | Energy | 322K | $54.7M | 7.23% |
| 3 | IAU | ISHARES GOLD TR | — | 585K | $51.6M | 6.82% |
| 4 | AAPL | Apple Inc. | Technology | 93K | $23.7M | 3.14% |
| 5 | VO | VANGUARD INDEX FDS | — | 79K | $22.6M | 2.98% |
| 6 | USMV | ISHARES TR | — | 237K | $22.0M | 2.90% |
| 7 | MSFT | Microsoft Corporation | Technology | 57K | $21.1M | 2.80% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 31K | $20.4M | 2.70% |
| 9 | VOO | VANGUARD INDEX FDS | — | 27K | $16.0M | 2.12% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 52K | $15.3M | 2.03% |
| 11 | GOOGL | Alphabet Inc. | Technology | 52K | $15.0M | 1.98% |
| 12 | OEF | ISHARES TR | — | 47K | $14.8M | 1.96% |
| 13 | NVDA | NVIDIA Corporation | Technology | 84K | $14.7M | 1.95% |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | — | 218K | $14.0M | 1.84% |
| 15 | AVDE | AMERICAN CENTY ETF TR | — | 163K | $13.8M | 1.83% |
Showing 1 to 15 of 202 holdings