Meridian Wealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Meridian Wealth Advisors, LLC reported 175 stock positions worth $560.7 million. Its top holding was Atlas Energy Solutions (AESI) at 9.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.2%) and Exxon Mobil (XOM, 6.5%). Compared with Q1 2024, it opened 5 new positions, sold out of 6, added to 92 and reduced 22. The biggest buy was Exxon Mobil (XOM, shares +20%) and the biggest sale an exit from Pioneer Natural Resources (PXD).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001768095
Portfolio Value
$560.7M (Q2 2024)
SEC Filing
0001951757-24-000645 ↗ filed Aug 2, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $532.4M Q1 2024 Q2 2024: $560.7M $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 175 stocks · $560.7M
AESI Atlas Energy Solutions Inc. 9.52% 2,677,490 $53.4M Add +25.8%
IVV iShares Core S&P 500 ETF 9.21% 94,383 $51.6M Add +2.9%
XOM Exxon Mobil Corp. 6.49% 316,090 $36.4M Add +20.0%
MSFT Microsoft Corp. 4.26% 53,462 $23.9M Add +0.7%
AAPL Apple Inc. 3.74% 99,637 $21.0M Reduce -4.0%
SPY SS SPDR S&P 500 ETF Trust-US 3.21% 33,086 $18.0M Add +7.5%
IAU iShares Gold Trust 3.15% 401,495 $17.6M Add +8.3%
AMZN Amazon.com Inc. 2.41% 69,972 $13.5M Add +2.9%
VIG Vanguard Dividend Apprec ETF 2.17% 66,773 $12.2M Add +1.7%
USMV iShares MSCI USA Min Vol Fac 2.04% 135,923 $11.4M Reduce -0.9%
JPM JPMorgan Chase & Co. 2.03% 56,232 $11.4M Add +2.4%
PTLC Pacer Trendpilot US Large Ca 1.83% 206,249 $10.3M No change
GOOGL Alphabet Inc. Class A 1.76% 54,317 $9.9M Add +4.4%
COST Costco Wholesale Corp. 1.66% 10,925 $9.3M Add +2.3%
ETN Eaton Corp. PLC 1.58% 28,187 $8.8M Add +3.0%
TT Trane Technologies PLC 1.36% 23,253 $7.6M Add +3.9%
NVDA Nvidia Corp. 1.28% 58,014 $7.2M No change
MDY State Street SPDR S&P Midcap 1.22% 12,793 $6.8M Reduce -0.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.21% 27,998 $6.8M Add +2.7%
MRK Merck & Co. Inc. 1.20% 54,189 $6.7M Add +5.0%
UNH Unitedhealth Group Inc. 1.19% 13,070 $6.7M Add +3.7%
V Visa Inc. Class A 1.18% 25,140 $6.6M Add +0.9%
HD Home Depot Inc. 1.12% 18,306 $6.3M Add +1.6%
LLY Eli Lilly & Co. 1.11% 6,900 $6.2M Reduce -3.0%
ORLY O'reilly Automotive Inc. 1.01% 5,355 $5.7M Add +6.2%
UNP Union Pacific Corp. 0.96% 23,896 $5.4M Add +7.1%
VEA Vanguard Ftse Developed ETF 0.96% 108,575 $5.4M Add +3.3%
ADBE Adobe Inc. 0.93% 9,413 $5.2M Add +2.5%
ALL Allstate Corp. 0.91% 32,030 $5.1M Add +0.3%
MPC Marathon Petroleum Corp. 0.91% 29,447 $5.1M Reduce -1.5%
ICE Intercontinental Exchange Inc. 0.90% 37,063 $5.1M Add +8.3%
CRM Salesforce Inc. 0.89% 19,369 $5.0M Add +0.8%
SPGI S&P Global Inc. 0.87% 10,985 $4.9M Add +9.1%
XLK SS Technology Select Sector 0.86% 21,332 $4.8M Add +0.0%
AMD Advanced Micro Devices 0.74% 25,581 $4.1M Add +3.0%
SDY SS SPDR S&P Dividend ETF 0.73% 32,301 $4.1M Add +2.9%
DVN Devon Energy Corp. 0.70% 83,189 $3.9M Add +3.2%
FISV Fiserv Inc. 0.69% 25,775 $3.8M Add +0.5%
IQV Iqvia Holdings Inc. 0.61% 16,107 $3.4M Add +2.4%
CMCSA Comcast Corp. Class A 0.60% 85,367 $3.3M Reduce -2.5%
GOOG Alphabet Inc. Class C 0.58% 17,604 $3.2M No change
AMT American Tower Corp. 0.56% 16,188 $3.1M Add +32.7%
STE Steris PLC 0.54% 13,790 $3.0M Add +15.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.54% 75,485 $3.0M No change
APD Air Products & Chemicals Inc. 0.53% 11,604 $3.0M Add +29.4%
DEO Diageo PLC-Sponsored ADR 0.53% 23,621 $3.0M Add +3.5%
EW Edwards Lifesciences Corp. 0.52% 31,617 $2.9M Add +2.8%
KO The Coca-Cola Co. 0.49% 43,237 $2.8M Add +129.1%
IWF iShares Russell 1000 Growth 0.47% 7,276 $2.7M Reduce -1.6%
AMGN Amgen Inc. 0.45% 8,008 $2.5M No change
DIVO Amplify CWP Enhan Divid ETF 0.44% 64,054 $2.5M Add +0.0%
AVGO Broadcom Inc. 0.40% 1,383 $2.2M Add +0.6%
IVW iShares S&P 500 Growth ETF 0.39% 23,737 $2.2M Add +0.1%
JNJ Johnson & Johnson 0.38% 14,468 $2.1M Add +1.6%
PG The Procter & Gamble Co. 0.37% 12,682 $2.1M Add +31.1%
PEP Pepsico Inc. 0.37% 12,590 $2.1M Reduce -0.2%
WMT Walmart Inc. 0.37% 30,248 $2.0M Add +0.9%
CSQ Calamos Strat TTL RTRN FND 0.29% 97,222 $1.6M No change
RJF Raymond James Financial Inc. 0.28% 12,669 $1.6M No change
VTWO Vanguard Russell 2000 ETF 0.27% 18,732 $1.5M Add +0.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.27% 14,415 $1.5M Add +3.4%
EPD Enterprise Products Partners 0.27% 52,848 $1.5M Reduce -0.1%
HON Honeywell International Inc. 0.27% 7,130 $1.5M Add +0.1%
VHT Vanguard Health Care ETF 0.26% 5,473 $1.5M Add +4.8%
CVX Chevron Corp. 0.26% 9,294 $1.5M Add +24.6%
LOW Lowe's Cos Inc. 0.25% 6,444 $1.4M Add +0.0%
IYW iShares Ustechnology ETF 0.25% 9,216 $1.4M No change
MA Mastercard Inc. Class A 0.23% 2,919 $1.3M Add +0.4%
GLD SPDR Gold Shares 0.22% 5,861 $1.3M Add +4.1%
QCOM Qualcomm Inc. 0.22% 6,149 $1.2M No change
STR Sitio Royalties Corp. Class A 0.21% 50,571 $1.2M No change
CB Chubb Ltd. 0.21% 4,661 $1.2M Add +2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 6,860 $1.2M Add +19.5%
MCD McDonald's Corp. 0.21% 4,538 $1.2M Add +0.9%
ADI Analog Devices Inc. 0.20% 5,010 $1.1M Add +0.4%
PFE Pfizer Inc. 0.20% 39,436 $1.1M Add +154.8%
MSI Motorola Solutions Inc. 0.20% 2,844 $1.1M Add +1.6%
PTMC Pacer Trendpilot US Mid Cap 0.19% 31,037 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.19% 3,992 $1.1M No change
META Meta Platforms Inc. Class A 0.19% 2,099 $1.1M Add +1.8%
VOO Vanguard S&P 500 ETF 0.19% 2,104 $1.1M Add +12.5%
CSCO Cisco Systems Inc. 0.19% 21,918 $1.0M Reduce -5.8%
ET Energy Transfer LP 0.18% 61,054 $990K No change
IWB iShares Russell 1000 ETF 0.17% 3,143 $935K No change
TMO Thermo Fisher Scientific Inc. 0.16% 1,661 $919K Add +0.4%
LMT Lockheed Martin Corp. 0.16% 1,962 $917K Reduce -31.4%
BLK BlackRock Finance Inc. 0.16% 1,147 $903K Add +2.3%
QQQ Invesco QQQ Trust Series 1 0.16% 1,834 $879K Add +0.1%
ABT Abbott Laboratories 0.14% 7,615 $791K Add +0.6%
DHR Danaher Corp. 0.14% 3,082 $770K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 2,016 $754K No change
NKE Nike Inc. Class B 0.12% 9,161 $690K Reduce -1.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 2,750 $686K No change
XLV SS Health Care Select Sector 0.12% 4,605 $671K Add +0.7%
T AT&T Inc. 0.12% 34,055 $651K Add +15.3%
BX Blackstone Inc. 0.12% 5,235 $648K No change
ADP Automatic Data Processing 0.11% 2,655 $634K Add +0.5%
PANW Palo Alto Networks Inc. 0.11% 1,825 $619K Add +4.0%
TXN Texas Instruments Inc. 0.11% 3,103 $604K Reduce -0.7%
AXP American Express Co. 0.11% 2,593 $600K Add +1.7%
XLI SS Industrial Select Sector 0.11% 4,895 $597K No change
XLF SS Financial Select Sector 0.11% 14,497 $596K Add +0.8%
RTX RTX Corp. 0.10% 5,710 $573K Reduce -29.9%
MDLZ Mondelez International Inc. Class A 0.10% 8,664 $567K Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 5,005 $551K Reduce -7.3%
TSM Taiwan Semiconductor-SP ADR 0.10% 3,165 $550K Add +1.1%
CME Cme Group Inc. 0.10% 2,765 $544K Add +4.1%
KRP Kimbell Royalty Partners LP 0.09% 32,050 $524K No change
IUSG iShares Core S&P U.S. Growth 0.09% 4,075 $519K No change
XLY SS Consumer Disc Select Sect 0.09% 2,740 $500K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 2,174 $499K Add +28.3%
RSP Invesco S&P 500 Equal Weight 0.09% 2,999 $493K Add +36.5%
ITW Illinois Tool Works 0.09% 2,076 $492K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.09% 2,488 $491K No change
FTC First Trust Large Cap Growth 0.09% 3,950 $484K No change
IWD iShares Russell 1000 Value E 0.09% 2,772 $484K Add +31.1%
ACN Accenture PLC Class A 0.08% 1,569 $476K Add +2.5%
RSG Republic Services Inc. 0.08% 2,382 $463K Add +0.3%
FANG Diamondback Energy Inc. 0.08% 2,282 $457K Add +1.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 2,841 $456K No change
SCHD Schwab US DVD Equity ETF 0.08% 5,721 $445K Add +63.9%
VIS Vanguard Industrials ETF 0.08% 1,869 $440K No change
KLAC KLA Corp. 0.08% 520 $429K No change
NOW ServiceNow Inc. 0.08% 540 $425K No change
ORCL Oracle Corp. 0.07% 2,851 $403K Add +1.5%
GDX Vaneck Gold Miners ETF 0.07% 11,733 $398K No change
ZTS Zoetis Inc. 0.07% 2,290 $397K No change
IQLT iShares MSCI International Q 0.07% 10,133 $396K New
WM Waste Management Inc. 0.07% 1,849 $394K Add +0.1%
RPG Invesco S&P 500 Pure Growth 0.07% 10,355 $386K No change
MELI MercadoLibre Inc. 0.07% 232 $381K No change
OKE Oneok Inc. 0.07% 4,596 $375K Reduce -0.7%
VZ Verizon Communications Inc. 0.07% 8,961 $370K Add +10.6%
MDT Medtronic PLC 0.07% 4,664 $367K Add +5.3%
PNC PNC Financial Services Group 0.06% 2,292 $356K No change
MRSH Marsh & McLennan Cos 0.06% 1,647 $347K Add +0.6%
NXPI NXP Semiconductors NV 0.06% 1,269 $341K No change
TLT iShares 20+ Year Treasury BD 0.06% 3,657 $336K Add +1.1%
SM SM Energy Co. 0.06% 7,720 $334K No change
NEE Nextera Energy Inc. 0.06% 4,602 $326K Add +22.2%
CAT Caterpillar Inc. 0.06% 959 $319K Reduce -5.6%
BSJP Invesco Bulletshares 2025 HY 0.06% 13,902 $318K No change
COP Conocophillips 0.06% 2,749 $314K Add +1.4%
AMAT Applied Materials Inc. 0.06% 1,320 $312K Add +2.3%
LBRT Liberty Energy Inc. 0.06% 14,800 $309K No change
UPS United Parcel Service Class B 0.05% 2,160 $296K Reduce -16.1%
XLP SS Consumer Staples Sel Sect 0.05% 3,810 $292K No change
STWD Starwood Property Trust Inc. 0.05% 15,400 $292K Reduce -26.3%
CVS CVS Health Corp. 0.05% 4,872 $288K Reduce -15.6%
FPE FT-Preferred Secur & Inc. ETF 0.05% 16,532 $287K Add +1.4%
ICLN iShares Global Clean Energy 0.05% 21,188 $282K Add +0.0%
NVS Novartis AG-Sponsored ADR 0.05% 2,601 $277K No change
ABBV Abbvie Inc. 0.05% 1,574 $270K Add +5.3%
SGDM Sprott Gold Miners ETF 0.05% 10,000 $267K No change
CSX CSX Corp. 0.04% 7,500 $251K No change
KMB Kimberly-Clark Corp. 0.04% 1,789 $247K No change
PEG Public Service Enterprise GP 0.04% 3,349 $247K New
EOG EOG Resources Inc. 0.04% 1,943 $245K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 3,773 $241K New
TSLA Tesla Inc. 0.04% 1,215 $240K No change
AZO AutoZone Inc. 0.04% 80 $237K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 3,390 $235K No change
SPHD Invesco S&P 500 High Dividen 0.04% 5,250 $233K No change
XYZ Block Inc. 0.04% 3,539 $228K No change
EQIX Equinix Inc. 0.04% 289 $219K No change
VGT Vanguard Info Tech ETF 0.04% 378 $218K New
IJR iShares Core S&P Small-Cap E 0.04% 2,036 $217K Reduce -10.5%
RBBN Ribbon Communications Inc. 0.04% 64,866 $213K No change
WMB Williams Cos Inc. 0.04% 5,000 $213K New
CNI Canadian Natl Railway Co. 0.04% 1,700 $201K No change
IVZ Invesco Ltd. 0.03% 10,798 $162K No change
XEXGX Eaton Vance Tax-Managed Glob 0.03% 17,936 $152K No change
BGC BGC Group Inc. Class A 0.02% 11,100 $92K No change
PUMP Propetro Holding Corp. 0.02% 10,000 $87K No change
RSVR Reservoir Media Inc. 0.01% 10,000 $79K No change

Portfolio Sells Q1 2024 → Q2 2024
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.75
INHIBRX INC Sold out 0.00% −0.66
MPC Marathon Petroleum Corp. Reduce -1.5% 0.91% −0.22
MDY State Street SPDR S&P Midcap Reduce -0.9% 1.22% −0.13
USMV iShares MSCI USA Min Vol Fac Reduce -0.9% 2.04% −0.12
CMCSA Comcast Corp. Class A Reduce -2.5% 0.60% −0.12
LMT Lockheed Martin Corp. Reduce -31.4% 0.16% −0.08
INTC Intel Corp. Sold out 0.00% −0.05
RTX RTX Corp. Reduce -29.9% 0.10% −0.05
PEP Pepsico Inc. Reduce -0.2% 0.37% −0.04
NKE Nike Inc. Class B Reduce -1.5% 0.12% −0.04
SHW The Sherwin-Williams Co. Sold out 0.00% −0.04
CCI Crown Castle Inc. Sold out 0.00% −0.04
AON Aon PLC Class A Sold out 0.00% −0.04
CVS CVS Health Corp. Reduce -15.6% 0.05% −0.04
CSCO Cisco Systems Inc. Reduce -5.8% 0.19% −0.03
STWD Starwood Property Trust Inc. Reduce -26.3% 0.05% −0.03
UPS United Parcel Service Class B Reduce -16.1% 0.05% −0.02
EPD Enterprise Products Partners Reduce -0.1% 0.27% −0.02
MDLZ Mondelez International Inc. Class A Reduce -1.4% 0.10% −0.01
CAT Caterpillar Inc. Reduce -5.6% 0.06% −0.01
IJR iShares Core S&P Small-Cap E Reduce -10.5% 0.04% −0.01
TJX TJX Companies Inc. Reduce -7.3% 0.10% −0.00
OKE Oneok Inc. Reduce -0.7% 0.07% −0.00
IWF iShares Russell 1000 Growth Reduce -1.6% 0.47% +0.01
TXN Texas Instruments Inc. Reduce -0.7% 0.11% +0.01
LLY Eli Lilly & Co. Reduce -3.0% 1.11% +0.07
AAPL Apple Inc. Reduce -4.0% 3.74% +0.40

Portfolio Buys Q1 2024 → Q2 2024
XOM Exxon Mobil Corp. Add +20.0% 6.49% +0.74
AESI Atlas Energy Solutions Inc. Add +25.8% 9.52% +0.47
GOOGL Alphabet Inc. Class A Add +4.4% 1.76% +0.29
KO The Coca-Cola Co. Add +129.1% 0.49% +0.27
IAU iShares Gold Trust Add +8.3% 3.15% +0.22
SPY SS SPDR S&P 500 ETF Trust-US Add +7.5% 3.21% +0.19
COST Costco Wholesale Corp. Add +2.3% 1.66% +0.19
IVV iShares Core S&P 500 ETF Add +2.9% 9.21% +0.15
APD Air Products & Chemicals Inc. Add +29.4% 0.53% +0.13
PFE Pfizer Inc. Add +154.8% 0.20% +0.12
AMT American Tower Corp. Add +32.7% 0.56% +0.11
AMZN Amazon.com Inc. Add +2.9% 2.41% +0.11
TT Trane Technologies PLC Add +3.9% 1.36% +0.10
PG The Procter & Gamble Co. Add +31.1% 0.37% +0.08
IQLT iShares MSCI International Q New 0.07% +0.07
SPGI S&P Global Inc. Add +9.1% 0.87% +0.07
MSFT Microsoft Corp. Add +0.7% 4.26% +0.07
ADBE Adobe Inc. Add +2.5% 0.93% +0.06
AVGO Broadcom Inc. Add +0.6% 0.40% +0.05
PEG Public Service Enterprise GP New 0.04% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF New 0.04% +0.04
VGT Vanguard Info Tech ETF New 0.04% +0.04
CVX Chevron Corp. Add +24.6% 0.26% +0.04
WMB Williams Cos Inc. New 0.04% +0.04
STE Steris PLC Add +15.5% 0.54% +0.04
SCHD Schwab US DVD Equity ETF Add +63.9% 0.08% +0.03
WMT Walmart Inc. Add +0.9% 0.37% +0.03
XLK SS Technology Select Sector Add +0.0% 0.86% +0.03
ICE Intercontinental Exchange Inc. Add +8.3% 0.90% +0.02
VOO Vanguard S&P 500 ETF Add +12.5% 0.19% +0.02
ADI Analog Devices Inc. Add +0.4% 0.20% +0.02
T AT&T Inc. Add +15.3% 0.12% +0.02
TSM Taiwan Semiconductor-SP ADR Add +1.1% 0.10% +0.02
RSP Invesco S&P 500 Equal Weight Add +36.5% 0.09% +0.02
PANW Palo Alto Networks Inc. Add +4.0% 0.11% +0.02
UNH Unitedhealth Group Inc. Add +3.7% 1.19% +0.02
IVW iShares S&P 500 Growth ETF Add +0.1% 0.39% +0.02
IWD iShares Russell 1000 Value E Add +31.1% 0.09% +0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +28.3% 0.09% +0.01
NEE Nextera Energy Inc. Add +22.2% 0.06% +0.01
MSI Motorola Solutions Inc. Add +1.6% 0.20% +0.01
GLD SPDR Gold Shares Add +4.1% 0.22% +0.01
IBM Intl Business Machines Corp. Add +19.5% 0.21% +0.01
AMAT Applied Materials Inc. Add +2.3% 0.06% +0.01
ORCL Oracle Corp. Add +1.5% 0.07% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.16% +0.00
VZ Verizon Communications Inc. Add +10.6% 0.07% +0.00
META Meta Platforms Inc. Class A Add +1.8% 0.19% +0.00
MRSH Marsh & McLennan Cos Add +0.6% 0.06% −0.00
FPE FT-Preferred Secur & Inc. ETF Add +1.4% 0.05% −0.00

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