Meridian Wealth Advisors, LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$589.0B
Holdings
170
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (170 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 111,733 | $62.8B | 10.66% | |
| 2 | AESIATLAS ENERGY SOLUTIONS INC | 2,645,843 | $47.2B | 8.01% | |
| 3 | XOMEXXON MOBIL CORP | 306,259 | $36.4B | 6.18% | |
| 4 | IAU*ISHARES GOLD TR | 509,579 | $30.0B | 5.10% | |
| 5 | AAPLAPPLE INC | 96,004 | $21.3B | 3.62% | |
| 6 | MSFTMICROSOFT CORP | 55,848 | $21.0B | 3.56% | |
| 7 | SPYSPDR S&P 500 ETF TR | 33,602 | $18.8B | 3.19% | |
| 8 | JPMJPMORGAN CHASE & CO. | 57,189 | $14.0B | 2.38% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 62,077 | $12.0B | 2.04% | |
| 10 | USMVISHARES TR | 122,165 | $11.4B | 1.94% | |
| 11 | PTLCPACER FDS TR | 206,234 | $10.6B | 1.80% | |
| 12 | AMZNAMAZON COM INC | 54,204 | $10.3B | 1.75% | |
| 13 | COSTCOSTCO WHSL CORP NEW | 10,813 | $10.2B | 1.74% | |
| 14 | NVDANVIDIA CORPORATION | 88,076 | $9.5B | 1.62% | |
| 15 | VOVANGUARD INDEX FDS | 36,692 | $9.5B | 1.61% | |
| 16 | VVISA INC | 26,547 | $9.3B | 1.58% | |
| 17 | GOOGLALPHABET INC | 59,635 | $9.2B | 1.57% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,899 | $7.9B | 1.35% | |
| 19 | TTTRANE TECHNOLOGIES PLC | 22,490 | $7.6B | 1.29% | |
| 20 | ETNEATON CORP PLC | 27,189 | $7.4B | 1.25% | |
| 21 | ALSALLSTATE CORP | 33,974 | $7.0B | 1.19% | |
| 22 | ORLYOREILLY AUTOMOTIVE INC | 4,767 | $6.8B | 1.16% | |
| 23 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,788 | $6.8B | 1.16% | |
| 24 | UNHUNITEDHEALTH GROUP INC | 12,928 | $6.8B | 1.15% | |
| 25 | WMTWALMART INC | 75,486 | $6.6B | 1.13% | |
| 26 | HDHOME DEPOT INC | 16,982 | $6.2B | 1.06% | |
| 27 | SPGIS&P GLOBAL INC | 11,710 | $5.9B | 1.01% | |
| 28 | FISVFISERV INC | 26,865 | $5.9B | 1.01% | |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 116,181 | $5.9B | 1.00% | |
| 30 | UNPUNION PAC CORP | 24,825 | $5.9B | 1.00% | |
| 31 | METAMETA PLATFORMS INC | 9,951 | $5.7B | 0.97% | |
| 32 | CRMSALESFORCE INC | 19,849 | $5.3B | 0.90% | |
| 33 | LLYELI LILLY & CO | 6,404 | $5.3B | 0.90% | |
| 34 | MRKMERCK & CO INC | 53,810 | $4.8B | 0.82% | |
| 35 | MCKMCKESSON CORP | 6,816 | $4.6B | 0.78% | |
| 36 | OREALTY INCOME CORP | 75,311 | $4.4B | 0.74% | |
| 37 | XLKSELECT SECTOR SPDR TR | 19,988 | $4.1B | 0.70% | |
| 38 | SDYSPDR SER TR | 29,418 | $4.0B | 0.68% | |
| 39 | NXPINXP SEMICONDUCTORS N V | 20,751 | $3.9B | 0.67% | |
| 40 | APDAIR PRODS & CHEMS INC | 13,361 | $3.9B | 0.67% | |
| 41 | ADBEADOBE INC | 9,913 | $3.8B | 0.65% | |
| 42 | AMDADVANCED MICRO DEVICES INC | 34,517 | $3.5B | 0.60% | |
| 43 | MPCMARATHON PETE CORP | 24,170 | $3.5B | 0.60% | |
| 44 | CMGCHIPOTLE MEXICAN GRILL INC | 67,996 | $3.4B | 0.58% | |
| 45 | GOOGALPHABET INC | 19,208 | $3.0B | 0.51% | |
| 46 | IQVIQVIA HLDGS INC | 16,531 | $2.9B | 0.49% | |
| 47 | KOCOCA COLA CO | 38,895 | $2.8B | 0.47% | |
| 48 | DIVOAMPLIFY ETF TR | 66,379 | $2.7B | 0.46% | |
| 49 | IWFISHARES TR | 7,084 | $2.6B | 0.43% | |
| 50 | AMGNAMGEN INC | 8,165 | $2.5B | 0.43% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 9,599 | $2.4B | 0.41% | |
| 52 | IVWISHARES TR | 23,825 | $2.2B | 0.38% | |
| 53 | AVGOBROADCOM INC | 13,122 | $2.2B | 0.37% | |
| 54 | JNJJOHNSON & JOHNSON | 11,136 | $1.8B | 0.31% | |
| 55 | GQ9SPDR GOLD TR | 5,848 | $1.7B | 0.29% | |
| 56 | CVXCHEVRON CORP NEW | 9,826 | $1.6B | 0.28% | |
| 57 | CSQCALAMOS STRATEGIC TOTAL RETU | 97,722 | $1.6B | 0.27% | |
| 58 | HONHONEYWELL INTL INC | 7,407 | $1.6B | 0.27% | |
| 59 | MAMASTERCARD INCORPORATED | 2,847 | $1.6B | 0.26% | |
| 60 | VOOVANGUARD INDEX FDS | 2,981 | $1.5B | 0.26% | |
| 61 | LOWLOWES COS INC | 6,447 | $1.5B | 0.26% | |
| 62 | PEPPEPSICO INC | 9,833 | $1.5B | 0.25% | |
| 63 | VTWOVANGUARD SCOTTSDALE FDS | 17,938 | $1.4B | 0.25% | |
| 64 | EPDENTERPRISE PRODS PARTNERS L | 41,348 | $1.4B | 0.24% | |
| 65 | RJFRAYMOND JAMES FINL INC | 10,154 | $1.4B | 0.24% | |
| 66 | VHTVANGUARD WORLD FD | 5,246 | $1.4B | 0.24% | |
| 67 | MCDMCDONALDS CORP | 4,366 | $1.4B | 0.23% | |
| 68 | VTIVANGUARD INDEX FDS | 4,817 | $1.3B | 0.22% | |
| 69 | ETENERGY TRANSFER L P | 69,928 | $1.3B | 0.22% | |
| 70 | IYWISHARES TR | 9,086 | $1.3B | 0.22% | |
| 71 | ADIANALOG DEVICES INC | 6,023 | $1.2B | 0.21% | |
| 72 | NDQINVESCO QQQ TR | 2,505 | $1.2B | 0.20% | |
| 73 | CBCHUBB LIMITED | 3,696 | $1.1B | 0.19% | |
| 74 | PTMCPACER FDS TR | 31,037 | $1.1B | 0.18% | |
| 75 | MSIMOTOROLA SOLUTIONS INC | 2,401 | $1.1B | 0.18% | |
| 76 | ABTABBOTT LABS | 7,760 | $1.0B | 0.17% | |
| 77 | BLKBLACKROCK INC | 1,075 | $1.0B | 0.17% | |
| 78 | PFEPFIZER INC | 38,825 | $983.8M | 0.17% | |
| 79 | LMTLOCKHEED MARTIN CORP | 2,170 | $969.5M | 0.16% | |
| 80 | IWBISHARES TR | 3,151 | $966.5M | 0.16% | |
| 81 | TAT&T INC | 34,055 | $963.1M | 0.16% | |
| 82 | QCOMQUALCOMM INC | 5,769 | $886.2M | 0.15% | |
| 83 | PGPROCTER AND GAMBLE CO | 5,148 | $877.4M | 0.15% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 2,610 | $797.4M | 0.14% | |
| 85 | BXBLACKSTONE INC | 5,535 | $773.7M | 0.13% | |
| 86 | VUGVANGUARD INDEX FDS | 2,016 | $747.6M | 0.13% | |
| 87 | CSCOCISCO SYS INC | 11,601 | $715.9M | 0.12% | |
| 88 | TJXTJX COS INC NEW | 5,828 | $709.8M | 0.12% | |
| 89 | PANWPALO ALTO NETWORKS INC | 4,152 | $708.5M | 0.12% | |
| 90 | VVVANGUARD INDEX FDS | 2,750 | $706.8M | 0.12% | |
| 91 | RTXRTX CORPORATION | 5,263 | $697.1M | 0.12% | |
| 92 | TMOTHERMO FISHER SCIENTIFIC INC | 1,394 | $693.7M | 0.12% | |
| 93 | AXPAMERICAN EXPRESS CO | 2,508 | $674.8M | 0.11% | |
| 94 | XLVSELECT SECTOR SPDR TR | 4,565 | $666.5M | 0.11% | |
| 95 | RSPINVESCO EXCHANGE TRADED FD T | 3,699 | $640.8M | 0.11% | |
| 96 | DHRDANAHER CORPORATION | 3,075 | $630.4M | 0.11% | |
| 97 | XLISELECT SECTOR SPDR TR | 4,805 | $629.8M | 0.11% | |
| 98 | CMECME GROUP INC | 2,372 | $629.3M | 0.11% | |
| 99 | XLFSELECT SECTOR SPDR TR | 12,582 | $626.7M | 0.11% | |
| 100 | RSGREPUBLIC SVCS INC | 2,503 | $606.1M | 0.10% |
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