Meridian Wealth Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Meridian Wealth Advisors, LLC reported 176 stock positions worth $532.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.1% of the portfolio, followed by Atlas Energy Solutions (AESI, 9.0%) and Exxon Mobil (XOM, 5.8%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 64 and reduced 42. The biggest buy was Atlas Energy Solutions (AESI, shares +68%) and the biggest sale Inhibrx (shares −18%).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001768095
Portfolio Value
$532.4M (Q1 2024)
SEC Filing
0001951757-24-000457 ↗ filed May 10, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $532.4M $532.4M Q1 2024 Q2 2024: $560.7M Q2 2024 Q3 2024: $598.0M Q3 2024 Q4 2024: $606.3M Q4 2024 Q1 2025: $589.0M Q1 2025 Q2 2025: $632.5M Q2 2025 Q3 2025: $704.4M Q3 2025 Q4 2025: $722.2M Q4 2025 Q1 2026: $756.4M Q1 2026 Q2 2026: $880.0M Q2 2026

Holdings 176 stocks · $532.4M
IVV iShares Core S&P 500 ETF 9.06% 91,760 $48.2M Add +1.9%
AESI Atlas Energy Solutions Inc. 9.04% 2,128,870 $48.2M Add +68.2%
XOM Exxon Mobil Corp. 5.75% 263,500 $30.6M Reduce -0.3%
MSFT Microsoft Corp. 4.20% 53,089 $22.3M Add +1.2%
AAPL Apple Inc. 3.34% 103,818 $17.8M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.02% 30,762 $16.1M Add +2.3%
IAU iShares Gold Trust 2.92% 370,552 $15.6M Add +0.8%
AMZN Amazon.com Inc. 2.30% 68,022 $12.3M Add +1.4%
VIG Vanguard Dividend Apprec ETF 2.25% 65,638 $12.0M Add +5.2%
USMV iShares MSCI USA Min Vol Fac 2.15% 137,209 $11.5M Reduce -1.3%
JPM JPMorgan Chase & Co. 2.07% 54,921 $11.0M Add +3.6%
PTLC Pacer Trendpilot US Large Ca 1.85% 206,249 $9.8M Add +0.2%
ETN Eaton Corp. PLC 1.61% 27,372 $8.6M Add +2.9%
GOOGL Alphabet Inc. Class A 1.47% 52,014 $7.9M Add +2.5%
COST Costco Wholesale Corp. 1.47% 10,676 $7.8M Add +6.5%
MDY State Street SPDR S&P Midcap 1.35% 12,906 $7.2M Reduce -0.7%
V Visa Inc. Class A 1.31% 24,912 $7.0M Add +4.0%
HD Home Depot Inc. 1.30% 18,023 $6.9M Add +2.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.28% 27,268 $6.8M Add +4.1%
MRK Merck & Co. Inc. 1.28% 51,598 $6.8M Add +5.1%
TT Trane Technologies PLC 1.26% 22,372 $6.7M Add +3.6%
UNH Unitedhealth Group Inc. 1.17% 12,605 $6.2M Add +5.8%
MPC Marathon Petroleum Corp. 1.13% 29,899 $6.0M Add +3.0%
CRM Salesforce Inc. 1.09% 19,219 $5.8M Add +2.9%
ORLY O'reilly Automotive Inc. 1.07% 5,041 $5.7M Add +5.0%
LLY Eli Lilly & Co. 1.04% 7,113 $5.5M Reduce -0.8%
ALL Allstate Corp. 1.04% 31,919 $5.5M Add +7.1%
UNP Union Pacific Corp. 1.03% 22,321 $5.5M Add +3.8%
VEA Vanguard Ftse Developed ETF 0.99% 105,106 $5.3M Add +5.7%
NVDA Nvidia Corp. 0.98% 5,799 $5.2M Add +1.5%
ICE Intercontinental Exchange Inc. 0.88% 34,236 $4.7M Add +4.0%
ADBE Adobe Inc. 0.87% 9,187 $4.6M Add +4.0%
AMD Advanced Micro Devices 0.84% 24,833 $4.5M Add +3.7%
XLK SS Technology Select Sector 0.83% 21,331 $4.4M No change
SPGI S&P Global Inc. 0.80% 10,070 $4.3M Add +3.9%
SDY SS SPDR S&P Dividend ETF 0.77% 31,405 $4.1M Reduce -1.0%
FISV Fiserv Inc. 0.77% 25,650 $4.1M Add +6.3%
DVN Devon Energy Corp. 0.76% 80,623 $4.0M Add +9.8%
PXD Pioneer Natural Resources Co. 0.75% 15,249 $4.0M Add +6.2%
IQV Iqvia Holdings Inc. 0.75% 15,726 $4.0M Add +5.9%
CMCSA Comcast Corp. Class A 0.71% 87,537 $3.8M Add +12.9%
INHIBRX INC 0.66% 100,000 $3.5M Reduce -18.2%
DEO Diageo PLC-Sponsored ADR 0.64% 22,829 $3.4M Add +14.8%
EW Edwards Lifesciences Corp. 0.55% 30,771 $2.9M Add +11.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.54% 75,485 $2.9M No change
STE Steris PLC 0.50% 11,942 $2.7M Add +5.8%
GOOG Alphabet Inc. Class C 0.50% 17,604 $2.7M Reduce -1.9%
IWF iShares Russell 1000 Growth 0.47% 7,391 $2.5M Reduce -0.5%
DIVO Amplify CWP Enhan Divid ETF 0.47% 64,030 $2.5M Add +0.0%
AMT American Tower Corp. 0.45% 12,201 $2.4M Add +2.3%
AMGN Amgen Inc. 0.43% 8,008 $2.3M Reduce -2.3%
JNJ Johnson & Johnson 0.42% 14,234 $2.3M Reduce -4.1%
PEP Pepsico Inc. 0.41% 12,619 $2.2M Reduce -0.4%
APD Air Products & Chemicals Inc. 0.41% 8,966 $2.2M Reduce -5.9%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.40% 13,943 $2.1M Add +6.2%
IVW iShares S&P 500 Growth ETF 0.38% 23,718 $2.0M Add +0.1%
AVGO Broadcom Inc. 0.34% 1,375 $1.8M No change
WMT Walmart Inc. 0.34% 29,978 $1.8M No change
LOW Lowe's Cos Inc. 0.31% 6,443 $1.6M Reduce -0.5%
RJF Raymond James Financial Inc. 0.31% 12,669 $1.6M Add +4.5%
CSQ Calamos Strat TTL RTRN FND 0.30% 97,222 $1.6M No change
VTWO Vanguard Russell 2000 ETF 0.30% 18,632 $1.6M Add +6.4%
PG The Procter & Gamble Co. 0.29% 9,674 $1.6M Reduce -1.2%
EPD Enterprise Products Partners 0.29% 52,872 $1.5M Reduce -0.7%
HON Honeywell International Inc. 0.27% 7,126 $1.5M Reduce -1.0%
VHT Vanguard Health Care ETF 0.27% 5,223 $1.4M Add +0.0%
MA Mastercard Inc. Class A 0.26% 2,907 $1.4M No change
LMT Lockheed Martin Corp. 0.24% 2,861 $1.3M Reduce -1.2%
MCD McDonald's Corp. 0.24% 4,497 $1.3M Reduce -0.6%
STR Sitio Royalties Corp. Class A 0.23% 50,571 $1.3M No change
IYW iShares Ustechnology ETF 0.23% 9,216 $1.2M No change
CB Chubb Ltd. 0.22% 4,569 $1.2M Add +0.0%
CVX Chevron Corp. 0.22% 7,458 $1.2M Reduce -2.2%
CSCO Cisco Systems Inc. 0.22% 23,264 $1.2M Add +0.1%
GLD SPDR Gold Shares 0.22% 5,630 $1.2M Add +4.2%
KO The Coca-Cola Co. 0.22% 18,876 $1.2M Reduce -5.3%
PTMC Pacer Trendpilot US Mid Cap 0.21% 31,037 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 5,739 $1.1M Reduce -0.2%
QCOM Qualcomm Inc. 0.20% 6,149 $1.0M No change
VTI VG Morningstar TS MKT ETF-US 0.19% 3,992 $1.0M Add +28.4%
META Meta Platforms Inc. Class A 0.19% 2,062 $1.0M Add +0.7%
MSI Motorola Solutions Inc. 0.19% 2,799 $993K Reduce -0.7%
ADI Analog Devices Inc. 0.19% 4,990 $987K No change
TMO Thermo Fisher Scientific Inc. 0.18% 1,654 $961K No change
ET Energy Transfer LP 0.18% 61,054 $960K No change
BLK BlackRock Finance Inc. 0.18% 1,121 $934K Add +0.1%
IWB iShares Russell 1000 ETF 0.17% 3,143 $905K No change
VOO Vanguard S&P 500 ETF 0.17% 1,870 $899K Reduce -5.7%
NKE Nike Inc. Class B 0.16% 9,302 $874K No change
ABT Abbott Laboratories 0.16% 7,568 $860K No change
QQQ Invesco QQQ Trust Series 1 0.15% 1,832 $814K Add +12.3%
RTX RTX Corp. 0.15% 8,146 $794K Reduce -10.4%
DHR Danaher Corp. 0.14% 3,075 $768K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 2,016 $694K No change
BX Blackstone Inc. 0.13% 5,235 $688K No change
XLV SS Health Care Select Sector 0.13% 4,575 $676K No change
ADP Automatic Data Processing 0.12% 2,641 $660K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 2,750 $659K No change
XLI SS Industrial Select Sector 0.12% 4,895 $617K No change
MDLZ Mondelez International Inc. Class A 0.12% 8,784 $615K Reduce -6.9%
XLF SS Financial Select Sector 0.11% 14,385 $606K No change
AXP American Express Co. 0.11% 2,549 $580K No change
CME Cme Group Inc. 0.11% 2,657 $572K Reduce -6.0%
ITW Illinois Tool Works 0.10% 2,076 $557K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 5,397 $547K No change
TXN Texas Instruments Inc. 0.10% 3,125 $544K Reduce -11.5%
ACN Accenture PLC Class A 0.10% 1,531 $531K No change
T AT&T Inc. 0.10% 29,529 $520K Add +0.4%
XLY SS Consumer Disc Select Sect 0.09% 2,740 $504K No change
PANW Palo Alto Networks Inc. 0.09% 1,755 $499K Add +9.3%
KRP Kimbell Royalty Partners LP 0.09% 32,050 $497K Add +10.3%
FTC First Trust Large Cap Growth 0.09% 3,950 $487K No change
IUSG iShares Core S&P U.S. Growth 0.09% 4,075 $478K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.09% 2,488 $465K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 2,841 $463K No change
CVS CVS Health Corp. 0.09% 5,770 $460K Reduce -0.9%
VIS Vanguard Industrials ETF 0.09% 1,869 $456K Reduce -0.8%
RSG Republic Services Inc. 0.09% 2,376 $455K Reduce -3.3%
FANG Diamondback Energy Inc. 0.08% 2,247 $445K Reduce -4.3%
PFE Pfizer Inc. 0.08% 15,478 $430K Reduce -14.9%
TSM Taiwan Semiconductor-SP ADR 0.08% 3,130 $426K No change
STWD Starwood Property Trust Inc. 0.08% 20,900 $425K No change
NOW ServiceNow Inc. 0.08% 540 $412K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 1,694 $399K Add +4.4%
WM Waste Management Inc. 0.07% 1,847 $394K Add +0.1%
ZTS Zoetis Inc. 0.07% 2,290 $387K No change
MDT Medtronic PLC 0.07% 4,429 $386K Add +1.4%
SM SM Energy Co. 0.07% 7,720 $385K No change
UPS United Parcel Service Class B 0.07% 2,574 $383K Reduce -21.9%
RPG Invesco S&P 500 Pure Growth 0.07% 10,355 $380K No change
IWD iShares Russell 1000 Value E 0.07% 2,114 $379K No change
CAT Caterpillar Inc. 0.07% 1,016 $372K Add +2.4%
RSP Invesco S&P 500 Equal Weight 0.07% 2,197 $372K No change
OKE Oneok Inc. 0.07% 4,629 $371K Add +0.7%
GDX Vaneck Gold Miners ETF 0.07% 11,733 $371K No change
PNC PNC Financial Services Group 0.07% 2,292 $370K Reduce -0.8%
KLAC KLA Corp. 0.07% 520 $363K No change
ORCL Oracle Corp. 0.07% 2,809 $353K Add +0.9%
MELI MercadoLibre Inc. 0.07% 232 $351K No change
COP Conocophillips 0.06% 2,711 $345K No change
TLT iShares 20+ Year Treasury BD 0.06% 3,619 $342K Reduce -6.8%
VZ Verizon Communications Inc. 0.06% 8,100 $340K Reduce -13.3%
MRSH Marsh & McLennan Cos 0.06% 1,637 $337K Add +0.1%
BSJP Invesco Bulletshares 2025 HY 0.06% 13,902 $319K No change
NXPI NXP Semiconductors NV 0.06% 1,269 $314K No change
LBRT Liberty Energy Inc. 0.06% 14,800 $307K No change
XYZ Block Inc. 0.06% 3,539 $299K No change
ICLN iShares Global Clean Energy 0.06% 21,185 $296K No change
XLP SS Consumer Staples Sel Sect 0.05% 3,810 $291K No change
INTC Intel Corp. 0.05% 6,582 $291K Reduce -9.6%
FPE FT-Preferred Secur & Inc. ETF 0.05% 16,295 $282K Add +1.4%
SCHD Schwab US DVD Equity ETF 0.05% 3,491 $281K No change
CSX CSX Corp. 0.05% 7,500 $278K No change
ABBV Abbvie Inc. 0.05% 1,494 $272K No change
AMAT Applied Materials Inc. 0.05% 1,290 $266K No change
SGDM Sprott Gold Miners ETF 0.05% 10,000 $253K New
AZO AutoZone Inc. 0.05% 80 $252K No change
NVS Novartis AG-Sponsored ADR 0.05% 2,601 $252K No change
IJR iShares Core S&P Small-Cap E 0.05% 2,275 $251K Add +0.0%
EOG EOG Resources Inc. 0.05% 1,943 $248K Reduce -3.4%
NEE Nextera Energy Inc. 0.05% 3,765 $241K Reduce -0.4%
EFAV iShares MSCI Eafe Min Vol Fa 0.05% 3,390 $240K No change
EQIX Equinix Inc. 0.04% 289 $239K No change
SPHD Invesco S&P 500 High Dividen 0.04% 5,250 $233K No change
KMB Kimberly-Clark Corp. 0.04% 1,789 $231K Reduce -1.4%
CNI Canadian Natl Railway Co. 0.04% 1,700 $224K No change
TSLA Tesla Inc. 0.04% 1,215 $214K Reduce -2.0%
SHW The Sherwin-Williams Co. 0.04% 603 $209K New
CCI Crown Castle Inc. 0.04% 1,966 $208K Reduce -1.0%
RBBN Ribbon Communications Inc. 0.04% 64,866 $208K No change
AON Aon PLC Class A 0.04% 600 $200K New
IVZ Invesco Ltd. 0.03% 10,798 $179K No change
XEXGX Eaton Vance Tax-Managed Glob 0.03% 17,936 $146K No change
BGC BGC Group Inc. Class A 0.02% 11,100 $86K No change
PUMP Propetro Holding Corp. 0.02% 10,000 $81K No change
RSVR Reservoir Media Inc. 0.01% 10,000 $79K No change

Portfolio Sells Q4 2023 → Q1 2024
INHIBRX INC Reduce -18.2% 0.66% −0.36
USMV iShares MSCI USA Min Vol Fac Reduce -1.3% 2.15% −0.22
APD Air Products & Chemicals Inc. Reduce -5.9% 0.41% −0.16
IGLB iShares 10+ Year Inv GR Corp. Sold out 0.00% −0.13
MDY State Street SPDR S&P Midcap Reduce -0.7% 1.35% −0.10
SDY SS SPDR S&P Dividend ETF Reduce -1.0% 0.77% −0.09
AMGN Amgen Inc. Reduce -2.3% 0.43% −0.09
JNJ Johnson & Johnson Reduce -4.1% 0.42% −0.09
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.06
PEP Pepsico Inc. Reduce -0.4% 0.41% −0.06
HON Honeywell International Inc. Reduce -1.0% 0.27% −0.06
MCD McDonald's Corp. Reduce -0.6% 0.24% −0.06
GOOG Alphabet Inc. Class C Reduce -1.9% 0.50% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
VGT Vanguard Info Tech ETF Sold out 0.00% −0.04
LMT Lockheed Martin Corp. Reduce -1.2% 0.24% −0.04
UPS United Parcel Service Class B Reduce -21.9% 0.07% −0.04
KO The Coca-Cola Co. Reduce -5.3% 0.22% −0.04
XOM Exxon Mobil Corp. Reduce -0.3% 5.75% −0.04
MDLZ Mondelez International Inc. Class A Reduce -6.9% 0.12% −0.03
PFE Pfizer Inc. Reduce -14.9% 0.08% −0.03
TXN Texas Instruments Inc. Reduce -11.5% 0.10% −0.03
CVX Chevron Corp. Reduce -2.2% 0.22% −0.03
TSLA Tesla Inc. Reduce -2.0% 0.04% −0.03
INTC Intel Corp. Reduce -9.6% 0.05% −0.03
IWF iShares Russell 1000 Growth Reduce -0.5% 0.47% −0.03
CME Cme Group Inc. Reduce -6.0% 0.11% −0.02
VOO Vanguard S&P 500 ETF Reduce -5.7% 0.17% −0.02
TLT iShares 20+ Year Treasury BD Reduce -6.8% 0.06% −0.02
PG The Procter & Gamble Co. Reduce -1.2% 0.29% −0.02
RTX RTX Corp. Reduce -10.4% 0.15% −0.02
EPD Enterprise Products Partners Reduce -0.7% 0.29% −0.02
CVS CVS Health Corp. Reduce -0.9% 0.09% −0.01
VZ Verizon Communications Inc. Reduce -13.3% 0.06% −0.01
CCI Crown Castle Inc. Reduce -1.0% 0.04% −0.01
PNC PNC Financial Services Group Reduce -0.8% 0.07% −0.01
LOW Lowe's Cos Inc. Reduce -0.5% 0.31% −0.01
EOG EOG Resources Inc. Reduce -3.4% 0.05% −0.01
MSI Motorola Solutions Inc. Reduce -0.7% 0.19% −0.01
VIS Vanguard Industrials ETF Reduce -0.8% 0.09% −0.01
NEE Nextera Energy Inc. Reduce -0.4% 0.05% −0.01
KMB Kimberly-Clark Corp. Reduce -1.4% 0.04% −0.00
RSG Republic Services Inc. Reduce -3.3% 0.09% −0.00
IBM Intl Business Machines Corp. Reduce -0.2% 0.21% −0.00
FANG Diamondback Energy Inc. Reduce -4.3% 0.08% +0.00
LLY Eli Lilly & Co. Reduce -0.8% 1.04% +0.12

Portfolio Buys Q4 2023 → Q1 2024
AESI Atlas Energy Solutions Inc. Add +68.2% 9.04% +4.27
NVDA Nvidia Corp. Add +1.5% 0.98% +0.36
ETN Eaton Corp. PLC Add +2.9% 1.61% +0.20
MPC Marathon Petroleum Corp. Add +3.0% 1.13% +0.19
ALL Allstate Corp. Add +7.1% 1.04% +0.12
TT Trane Technologies PLC Add +3.6% 1.26% +0.11
MRK Merck & Co. Inc. Add +5.1% 1.28% +0.11
JPM JPMorgan Chase & Co. Add +3.6% 2.07% +0.09
EW Edwards Lifesciences Corp. Add +11.1% 0.55% +0.09
AMZN Amazon.com Inc. Add +1.4% 2.30% +0.07
ORLY O'reilly Automotive Inc. Add +5.0% 1.07% +0.07
AMD Advanced Micro Devices Add +3.7% 0.84% +0.07
FISV Fiserv Inc. Add +6.3% 0.77% +0.07
SGDM Sprott Gold Miners ETF New 0.05% +0.05
PXD Pioneer Natural Resources Co. Add +6.2% 0.75% +0.04
SHW The Sherwin-Williams Co. New 0.04% +0.04
AON Aon PLC Class A New 0.04% +0.04
VTI VG Morningstar TS MKT ETF-US Add +28.4% 0.19% +0.03
DVN Devon Energy Corp. Add +9.8% 0.76% +0.03
META Meta Platforms Inc. Class A Add +0.7% 0.19% +0.03
COST Costco Wholesale Corp. Add +6.5% 1.47% +0.02
CRM Salesforce Inc. Add +2.9% 1.09% +0.01
RJF Raymond James Financial Inc. Add +4.5% 0.31% +0.01
QQQ Invesco QQQ Trust Series 1 Add +12.3% 0.15% +0.01
CAT Caterpillar Inc. Add +2.4% 0.07% +0.01
DEO Diageo PLC-Sponsored ADR Add +14.8% 0.64% +0.00
ORCL Oracle Corp. Add +0.9% 0.07% +0.00
WM Waste Management Inc. Add +0.1% 0.07% +0.00
OKE Oneok Inc. Add +0.7% 0.07% −0.00
KRP Kimbell Royalty Partners LP Add +10.3% 0.09% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +4.4% 0.07% −0.00
CB Chubb Ltd. Add +0.0% 0.22% −0.00
MRSH Marsh & McLennan Cos Add +0.1% 0.06% −0.00
IQV Iqvia Holdings Inc. Add +5.9% 0.75% −0.01
FPE FT-Preferred Secur & Inc. ETF Add +1.4% 0.05% −0.01
MDT Medtronic PLC Add +1.4% 0.07% −0.01
IJR iShares Core S&P Small-Cap E Add +0.0% 0.05% −0.01
GLD SPDR Gold Shares Add +4.2% 0.22% −0.01
PANW Palo Alto Networks Inc. Add +9.3% 0.09% −0.01
T AT&T Inc. Add +0.4% 0.10% −0.01
VTWO Vanguard Russell 2000 ETF Add +6.4% 0.30% −0.01
IVW iShares S&P 500 Growth ETF Add +0.1% 0.38% −0.01
EL Estee Lauder Companies Class A Add +6.2% 0.40% −0.02
VHT Vanguard Health Care ETF Add +0.0% 0.27% −0.02
BLK BlackRock Finance Inc. Add +0.1% 0.18% −0.02
CMCSA Comcast Corp. Class A Add +12.9% 0.71% −0.03
CSCO Cisco Systems Inc. Add +0.1% 0.22% −0.04
STE Steris PLC Add +5.8% 0.50% −0.04
HD Home Depot Inc. Add +2.2% 1.30% −0.04
ICE Intercontinental Exchange Inc. Add +4.0% 0.88% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 211$880.0MIVV, IAU, XOM, VO, AAPL
Q1 2026 202$756.4MIVV, XOM, IAU, AAPL, VO
Q4 2025 185$722.2MIVV, IAU, XOM, MSFT, AAPL
Q3 2025 186$704.4MIVV, IAU, XOM, MSFT, AESI
Q2 2025 180$632.5MIVV, IAU, XOM, AESI, MSFT
Q1 2025 170$589.0MIVV, AESI, XOM, IAU, AAPL
Q4 2024 175$606.3MIVV, AESI, XOM, AAPL, IAU
Q3 2024 176$598.0MAESI, IVV, XOM, MSFT, AAPL
Q2 2024 175$560.7MAESI, IVV, XOM, MSFT, AAPL
Q1 2024 176$532.4MIVV, AESI, XOM, MSFT, AAPL