Meridian Wealth Advisors, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$704.4M
Holdings
186
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (186 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 113,823 | $76.2M | 10.82% | |
| 2 | IAU*ISHARES GOLD TR | 580,871 | $42.3M | 6.00% | |
| 3 | XOMEXXON MOBIL CORP | 312,269 | $35.2M | 5.00% | |
| 4 | MSFTMICROSOFT CORP | 57,574 | $29.8M | 4.23% | |
| 5 | AESIATLAS ENERGY SOLUTIONS INC | 2,449,151 | $27.8M | 3.95% | |
| 6 | AAPLAPPLE INC | 99,362 | $25.3M | 3.59% | |
| 7 | SPYSPDR S&P 500 ETF TR | 32,921 | $21.9M | 3.11% | |
| 8 | JPMJPMORGAN CHASE & CO. | 59,687 | $18.8M | 2.67% | |
| 9 | OEFISHARES TR | 47,387 | $15.8M | 2.24% | |
| 10 | NVDANVIDIA CORPORATION | 83,072 | $15.5M | 2.20% | |
| 11 | GOOGLALPHABET INC | 62,366 | $15.2M | 2.15% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 62,300 | $13.4M | 1.91% | |
| 13 | USMVISHARES TR | 140,722 | $13.4M | 1.90% | |
| 14 | VOVANGUARD INDEX FDS | 44,629 | $13.1M | 1.86% | |
| 15 | AMZNAMAZON COM INC | 54,009 | $11.9M | 1.68% | |
| 16 | PTLCPACER FDS TR | 204,372 | $11.2M | 1.59% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 11,450 | $10.6M | 1.50% | |
| 18 | ETNEATON CORP PLC | 27,196 | $10.2M | 1.44% | |
| 19 | VOOVANGUARD INDEX FDS | 15,806 | $9.7M | 1.37% | |
| 20 | VVISA INC | 27,514 | $9.4M | 1.33% | |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 150,965 | $9.0M | 1.28% | |
| 22 | ORLYOREILLY AUTOMOTIVE INC | 72,491 | $7.8M | 1.11% | |
| 23 | METAMETA PLATFORMS INC | 10,432 | $7.7M | 1.09% | |
| 24 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,701 | $7.6M | 1.07% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,523 | $7.3M | 1.04% | |
| 26 | IWFISHARES TR | 15,520 | $7.3M | 1.03% | |
| 27 | HDHOME DEPOT INC | 17,305 | $7.0M | 1.00% | |
| 28 | WMTWALMART INC | 66,238 | $6.8M | 0.97% | |
| 29 | AVGOBROADCOM INC | 20,074 | $6.6M | 0.94% | |
| 30 | SDYSPDR SERIES TRUST | 47,162 | $6.6M | 0.94% | |
| 31 | ALSALLSTATE CORP | 28,004 | $6.0M | 0.85% | |
| 32 | UNPUNION PAC CORP | 25,298 | $6.0M | 0.85% | |
| 33 | SPGIS&P GLOBAL INC | 12,109 | $5.9M | 0.84% | |
| 34 | MCKMCKESSON CORP | 7,285 | $5.6M | 0.80% | |
| 35 | XLKSELECT SECTOR SPDR TR | 19,679 | $5.5M | 0.79% | |
| 36 | AMDADVANCED MICRO DEVICES INC | 33,968 | $5.5M | 0.78% | |
| 37 | IVWISHARES TR | 41,747 | $5.0M | 0.72% | |
| 38 | CRMSALESFORCE INC | 21,148 | $5.0M | 0.71% | |
| 39 | MPCMARATHON PETE CORP | 25,964 | $5.0M | 0.71% | |
| 40 | LLYELI LILLY & CO | 6,448 | $4.9M | 0.70% | |
| 41 | NXPINXP SEMICONDUCTORS N V | 20,905 | $4.8M | 0.68% | |
| 42 | TTTRANE TECHNOLOGIES PLC | 11,150 | $4.7M | 0.67% | |
| 43 | OREALTY INCOME CORP | 76,545 | $4.7M | 0.66% | |
| 44 | GOOGALPHABET INC | 18,861 | $4.6M | 0.65% | |
| 45 | MRKMERCK & CO INC | 54,464 | $4.6M | 0.65% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 12,744 | $4.4M | 0.62% | |
| 47 | MMM3M CO | 27,580 | $4.3M | 0.61% | |
| 48 | APDAIR PRODS & CHEMS INC | 13,765 | $3.8M | 0.53% | |
| 49 | ADBEADOBE INC | 10,214 | $3.6M | 0.51% | |
| 50 | FISVFISERV INC | 27,864 | $3.6M | 0.51% | |
| 51 | IQVIQVIA HLDGS INC | 17,849 | $3.4M | 0.48% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 11,991 | $3.4M | 0.48% | |
| 53 | DIVOAMPLIFY ETF TR | 62,540 | $2.8M | 0.40% | |
| 54 | KOCOCA COLA CO | 39,601 | $2.6M | 0.37% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 12,486 | $2.4M | 0.34% | |
| 56 | AMGNAMGEN INC | 8,299 | $2.3M | 0.33% | |
| 57 | CMGCHIPOTLE MEXICAN GRILL INC | 56,718 | $2.2M | 0.32% | |
| 58 | NDQINVESCO QQQ TR | 3,457 | $2.1M | 0.29% | |
| 59 | GQ9SPDR GOLD TR | 5,604 | $2.0M | 0.28% | |
| 60 | JNJJOHNSON & JOHNSON | 10,360 | $1.9M | 0.27% | |
| 61 | CSQCALAMOS STRATEGIC TOTAL RETU | 97,722 | $1.9M | 0.27% | |
| 62 | RJFRAYMOND JAMES FINL INC | 10,216 | $1.8M | 0.25% | |
| 63 | IYWISHARES TR | 8,706 | $1.7M | 0.24% | |
| 64 | LOWLOWES COS INC | 6,741 | $1.7M | 0.24% | |
| 65 | VTWOVANGUARD SCOTTSDALE FDS | 16,613 | $1.6M | 0.23% | |
| 66 | MAMASTERCARD INCORPORATED | 2,833 | $1.6M | 0.23% | |
| 67 | VTIVANGUARD INDEX FDS | 4,811 | $1.6M | 0.22% | |
| 68 | HONHONEYWELL INTL INC | 7,075 | $1.5M | 0.21% | |
| 69 | CVXCHEVRON CORP NEW | 9,193 | $1.4M | 0.20% | |
| 70 | BXBLACKSTONE INC | 8,280 | $1.4M | 0.20% | |
| 71 | MCDMCDONALDS CORP | 4,399 | $1.3M | 0.19% | |
| 72 | VHTVANGUARD WORLD FD | 4,998 | $1.3M | 0.18% | |
| 73 | BLKBLACKROCK INC | 1,093 | $1.3M | 0.18% | |
| 74 | EPDENTERPRISE PRODS PARTNERS L | 40,448 | $1.3M | 0.18% | |
| 75 | ADIANALOG DEVICES INC | 4,948 | $1.2M | 0.17% | |
| 76 | ETENERGY TRANSFER L P | 68,428 | $1.2M | 0.17% | |
| 77 | IWMISHARES TR | 4,849 | $1.2M | 0.17% | |
| 78 | PEPPEPSICO INC | 8,290 | $1.2M | 0.17% | |
| 79 | IWBISHARES TR | 3,185 | $1.2M | 0.17% | |
| 80 | CATCATERPILLAR INC | 2,398 | $1.1M | 0.16% | |
| 81 | PTMCPACER FDS TR | 31,037 | $1.1M | 0.16% | |
| 82 | LMTLOCKHEED MARTIN CORP | 2,211 | $1.1M | 0.16% | |
| 83 | MSIMOTOROLA SOLUTIONS INC | 2,290 | $1.0M | 0.15% | |
| 84 | ABTABBOTT LABS | 7,724 | $1.0M | 0.15% | |
| 85 | PFEPFIZER INC | 37,931 | $966K | 0.14% | |
| 86 | VUGVANGUARD INDEX FDS | 2,016 | $966K | 0.14% | |
| 87 | TAT&T INC | 34,055 | $961K | 0.14% | |
| 88 | CBCHUBB LIMITED | 3,281 | $926K | 0.13% | |
| 89 | QCOMQUALCOMM INC | 5,535 | $920K | 0.13% | |
| 90 | INFLLISTED FDS TR | 20,378 | $910K | 0.13% | |
| 91 | GDXVANECK ETF TRUST | 11,870 | $906K | 0.13% | |
| 92 | PANWPALO ALTO NETWORKS INC | 4,352 | $886K | 0.13% | |
| 93 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,165 | $884K | 0.13% | |
| 94 | RTXRTX CORPORATION | 5,265 | $880K | 0.12% | |
| 95 | CSCOCISCO SYS INC | 12,723 | $870K | 0.12% | |
| 96 | FBTCFIDELITY WISE ORIGIN BITCOIN | 8,688 | $867K | 0.12% | |
| 97 | TJXTJX COS INC NEW | 5,948 | $859K | 0.12% | |
| 98 | ORCLORACLE CORP | 3,018 | $848K | 0.12% | |
| 99 | VVVANGUARD INDEX FDS | 2,750 | $846K | 0.12% | |
| 100 | INBXINHIBRX BIOSCIENCES INC | 25,000 | $842K | 0.12% |
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