Meridian Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Meridian Wealth Advisors, LLC reported 176 stock positions worth $598.0 million. Its top holding was Atlas Energy Solutions (AESI) at 9.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.6%) and Exxon Mobil (XOM, 6.2%). Compared with Q2 2024, it opened 10 new positions, sold out of 9, added to 69 and reduced 54. The biggest buy was Meta Platforms Class A (META, shares +273%) and the biggest sale an exit from Diageo PLC-Sponsored ADR (DEO).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $598.0M (Q3 2024)
- SEC Filing
- 0001951757-24-001117 ↗ filed Oct 24, 2024
Holdings Value
Holdings 176 stocks · $598.0M
| AESI Atlas Energy Solutions Inc. | 9.77% | 2,680,146 | $58.4M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 9.63% | 99,824 | $57.6M | Add +5.8% |
| XOM Exxon Mobil Corp. | 6.18% | 315,142 | $36.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.81% | 52,896 | $22.8M | Reduce -1.1% |
| AAPL Apple Inc. | 3.75% | 96,369 | $22.5M | Reduce -3.3% |
| IAU iShares Gold Trust | 3.54% | 425,942 | $21.2M | Add +6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.26% | 33,988 | $19.5M | Add +2.7% |
| AMZN Amazon.com Inc. | 2.11% | 67,581 | $12.6M | Reduce -3.4% |
| VIG Vanguard Dividend Apprec ETF | 2.08% | 62,924 | $12.5M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 2.04% | 57,715 | $12.2M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.89% | 124,045 | $11.3M | Reduce -8.7% |
| PTLC Pacer Trendpilot US Large Ca | 1.81% | 206,249 | $10.8M | No change |
| COST Costco Wholesale Corp. | 1.60% | 10,780 | $9.6M | Reduce -1.3% |
| ETN Eaton Corp. PLC | 1.54% | 27,708 | $9.2M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.50% | 54,171 | $9.0M | Reduce -0.3% |
| TT Trane Technologies PLC | 1.50% | 23,007 | $8.9M | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.41% | 31,862 | $8.4M | Add +13.8% |
| HD Home Depot Inc. | 1.28% | 18,903 | $7.7M | Add +3.3% |
| UNH Unitedhealth Group Inc. | 1.28% | 13,078 | $7.6M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 1.21% | 12,669 | $7.2M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.19% | 58,736 | $7.1M | Add +1.2% |
| V Visa Inc. Class A | 1.18% | 25,629 | $7.0M | Add +1.9% |
| ALL Allstate Corp. | 1.05% | 33,097 | $6.3M | Add +3.3% |
| LLY Eli Lilly & Co. | 1.02% | 6,892 | $6.1M | Reduce -0.1% |
| ICE Intercontinental Exchange Inc. | 1.02% | 37,855 | $6.1M | Add +2.1% |
| UNP Union Pacific Corp. | 1.01% | 24,469 | $6.0M | Add +2.4% |
| ORLY O'reilly Automotive Inc. | 1.01% | 5,228 | $6.0M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 1.00% | 52,498 | $6.0M | Reduce -3.1% |
| SPGI S&P Global Inc. | 0.97% | 11,255 | $5.8M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.94% | 106,516 | $5.6M | Reduce -1.9% |
| CRM Salesforce Inc. | 0.91% | 19,818 | $5.4M | Add +2.3% |
| MPC Marathon Petroleum Corp. | 0.84% | 30,701 | $5.0M | Add +4.3% |
| ADBE Adobe Inc. | 0.83% | 9,617 | $5.0M | Add +2.2% |
| FISV Fiserv Inc. | 0.79% | 26,360 | $4.7M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.75% | 7,835 | $4.5M | Add +273.3% |
| AMT American Tower Corp. | 0.75% | 19,166 | $4.5M | Add +18.4% |
| XLK SS Technology Select Sector | 0.74% | 19,657 | $4.4M | Reduce -7.8% |
| PG The Procter & Gamble Co. | 0.74% | 25,588 | $4.4M | Add +101.8% |
| AMD Advanced Micro Devices | 0.72% | 26,163 | $4.3M | Add +2.3% |
| SDY SS SPDR S&P Dividend ETF | 0.71% | 29,961 | $4.3M | Reduce -7.2% |
| IQV Iqvia Holdings Inc. | 0.68% | 17,178 | $4.1M | Add +6.7% |
| CMCSA Comcast Corp. Class A | 0.65% | 93,667 | $3.9M | Add +9.7% |
| APD Air Products & Chemicals Inc. | 0.62% | 12,491 | $3.7M | Add +7.6% |
| STE Steris PLC | 0.60% | 14,876 | $3.6M | Add +7.9% |
| DVN Devon Energy Corp. | 0.56% | 86,237 | $3.4M | Add +3.7% |
| GOOG Alphabet Inc. Class C | 0.55% | 19,621 | $3.3M | Add +11.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 77,707 | $3.1M | Add +2.9% |
| KO The Coca-Cola Co. | 0.51% | 42,356 | $3.0M | Reduce -2.0% |
| AVGO Broadcom Inc. | 0.44% | 15,421 | $2.7M | Add +11.5% |
| IWF iShares Russell 1000 Growth | 0.44% | 7,079 | $2.7M | Reduce -2.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.44% | 63,579 | $2.6M | Reduce -0.7% |
| AMGN Amgen Inc. | 0.44% | 8,110 | $2.6M | Add +1.3% |
| WMT Walmart Inc. | 0.38% | 28,420 | $2.3M | Reduce -6.0% |
| IVW iShares S&P 500 Growth ETF | 0.38% | 23,770 | $2.3M | Add +0.1% |
| PEP Pepsico Inc. | 0.35% | 12,269 | $2.1M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.35% | 12,790 | $2.1M | Reduce -11.6% |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 19,733 | $1.8M | Add +5.3% |
| LOW Lowe's Cos Inc. | 0.29% | 6,445 | $1.7M | Add +0.0% |
| CSQ Calamos Strat TTL RTRN FND | 0.28% | 97,222 | $1.7M | No change |
| HON Honeywell International Inc. | 0.26% | 7,608 | $1.6M | Add +6.7% |
| VHT Vanguard Health Care ETF | 0.26% | 5,474 | $1.5M | Add +0.0% |
| EPD Enterprise Products Partners | 0.25% | 52,348 | $1.5M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.25% | 6,542 | $1.5M | Add +30.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 6,771 | $1.5M | Reduce -1.3% |
| RJF Raymond James Financial Inc. | 0.25% | 12,094 | $1.5M | Reduce -4.5% |
| CVX Chevron Corp. | 0.24% | 9,726 | $1.4M | Add +4.7% |
| MA Mastercard Inc. Class A | 0.24% | 2,877 | $1.4M | Reduce -1.4% |
| GLD SPDR Gold Shares | 0.23% | 5,774 | $1.4M | Reduce -1.5% |
| IYW iShares Ustechnology ETF | 0.23% | 9,216 | $1.4M | No change |
| MCD McDonald's Corp. | 0.23% | 4,451 | $1.4M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 4,617 | $1.3M | Add +15.7% |
| MSI Motorola Solutions Inc. | 0.22% | 2,865 | $1.3M | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.21% | 2,169 | $1.3M | Add +10.6% |
| PFE Pfizer Inc. | 0.20% | 40,475 | $1.2M | Add +2.6% |
| CB Chubb Ltd. | 0.19% | 4,002 | $1.2M | Reduce -14.1% |
| PTMC Pacer Trendpilot US Mid Cap | 0.19% | 31,037 | $1.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.19% | 2,108 | $1.1M | Add +0.2% |
| BLK BlackRock Finance Inc. | 0.19% | 1,168 | $1.1M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 1,654 | $1.0M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.17% | 5,999 | $1.0M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.17% | 3,143 | $988K | No change |
| ET Energy Transfer LP | 0.16% | 61,054 | $980K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,835 | $896K | Add +0.1% |
| DHR Danaher Corp. | 0.15% | 3,184 | $885K | Add +3.3% |
| ABT Abbott Laboratories | 0.15% | 7,654 | $873K | Add +0.5% |
| NKE Nike Inc. Class B | 0.14% | 9,349 | $826K | Add +2.0% |
| BX Blackstone Inc. | 0.13% | 5,235 | $802K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 2,016 | $774K | No change |
| T AT&T Inc. | 0.13% | 34,055 | $749K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $724K | No change |
| ADP Automatic Data Processing | 0.12% | 2,611 | $723K | Reduce -1.7% |
| RTX RTX Corp. | 0.12% | 5,917 | $717K | Add +3.6% |
| XLV SS Health Care Select Sector | 0.12% | 4,605 | $709K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,867 | $690K | Add +17.2% |
| AXP American Express Co. | 0.11% | 2,508 | $680K | Reduce -3.3% |
| XLI SS Industrial Select Sector | 0.11% | 4,895 | $663K | No change |
| TXN Texas Instruments Inc. | 0.11% | 3,203 | $662K | Add +3.2% |
| PANW Palo Alto Networks Inc. | 0.10% | 1,805 | $617K | Reduce -1.1% |
| CME Cme Group Inc. | 0.10% | 2,766 | $610K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.10% | 11,401 | $607K | Reduce -48.0% |
Portfolio Sells Q2 2024 → Q3 2024
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.53 |
| MSFT Microsoft Corp. | Reduce -1.1% | 3.81% | −0.46 |
| EW Edwards Lifesciences Corp. | Reduce -71.4% | 0.10% | −0.42 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 6.18% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 2.11% | −0.31 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.50% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 1.00% | −0.20 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.7% | 1.89% | −0.14 |
| STR Sitio Royalties Corp. Class A | Reduce -50.2% | 0.09% | −0.13 |
| XLK SS Technology Select Sector | Reduce -7.8% | 0.74% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 1.02% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.8% | 2.08% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -48.0% | 0.10% | −0.08 |
| SM SM Energy Co. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 1.60% | −0.06 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.05 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 0.17% | −0.05 |
| CSX CSX Corp. | Sold out | 0.00% | −0.04 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.04 |
| FTC First Trust Large Cap Growth | Reduce -50.0% | 0.04% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -1.7% | 1.54% | −0.04 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.04 |
| RJF Raymond James Financial Inc. | Reduce -4.5% | 0.25% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -23.0% | 0.05% | −0.03 |
| JNJ Johnson & Johnson | Reduce -11.6% | 0.35% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -2.7% | 0.44% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.35% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -7.2% | 0.71% | −0.02 |
| CB Chubb Ltd. | Reduce -14.1% | 0.19% | −0.02 |
| EPD Enterprise Products Partners | Reduce -0.9% | 0.25% | −0.02 |
| BGC BGC Group Inc. Class A | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.9% | 0.94% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -1.0% | 1.21% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -17.6% | 0.09% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -2.3% | 0.04% | −0.01 |
| XLF SS Financial Select Sector | Reduce -13.2% | 0.10% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -1.8% | 0.05% | −0.01 |
| KRP Kimbell Royalty Partners LP | Reduce -2.2% | 0.08% | −0.01 |
| MDT Medtronic PLC | Reduce -17.4% | 0.06% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.1% | 0.10% | −0.01 |
| UPS United Parcel Service Class B | Reduce -6.1% | 0.05% | −0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.7% | 0.44% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.3% | 0.08% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -2.4% | 1.01% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 0.06% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -0.0% | 0.07% | −0.00 |
| OKE Oneok Inc. | Reduce -3.6% | 0.07% | +0.00 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.05% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Add +273.3% | 0.75% | +0.56 |
| IVV iShares Core S&P 500 ETF | Add +5.8% | 9.63% | +0.42 |
| IAU iShares Gold Trust | Add +6.1% | 3.54% | +0.39 |
| PG The Procter & Gamble Co. | Add +101.8% | 0.74% | +0.37 |
| AESI Atlas Energy Solutions Inc. | Add +0.1% | 9.77% | +0.25 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.8% | 1.41% | +0.20 |
| AMT American Tower Corp. | Add +18.4% | 0.75% | +0.18 |
| HD Home Depot Inc. | Add +3.3% | 1.28% | +0.16 |
| ALL Allstate Corp. | Add +3.3% | 1.05% | +0.14 |
| ICE Intercontinental Exchange Inc. | Add +2.1% | 1.02% | +0.11 |
| FISV Fiserv Inc. | Add +2.3% | 0.79% | +0.11 |
| SPGI S&P Global Inc. | Add +2.5% | 0.97% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 1.28% | +0.09 |
| APD Air Products & Chemicals Inc. | Add +7.6% | 0.62% | +0.09 |
| PFFD Global X US Preferred ETF | New | 0.07% | +0.07 |
| IQV Iqvia Holdings Inc. | Add +6.7% | 0.68% | +0.07 |
| STE Steris PLC | Add +7.9% | 0.60% | +0.06 |
| INFL Horizon Kinetics Infl Benef | New | 0.06% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +9.7% | 0.65% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +134.8% | 0.09% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 3.26% | +0.05 |
| AVGO Broadcom Inc. | Add +11.5% | 0.44% | +0.05 |
| LMT Lockheed Martin Corp. | Add +10.6% | 0.21% | +0.05 |
| ADI Analog Devices Inc. | Add +30.6% | 0.25% | +0.05 |
| UNP Union Pacific Corp. | Add +2.4% | 1.01% | +0.04 |
| FIS Fidelity National Info Serv | New | 0.04% | +0.04 |
| ARCC Ares Capital Corp. | New | 0.04% | +0.04 |
| PSX Phillips 66 | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.29% | +0.04 |
| VNOM Viper Energy Inc. | New | 0.04% | +0.04 |
| STZ Constellation Brands Inc. Class A | New | 0.04% | +0.04 |
| PRK Park National Corp. | New | 0.04% | +0.04 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| TLT iShares 20+ Year Treasury BD | Add +48.4% | 0.09% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.7% | 0.22% | +0.03 |
| EQIX Equinix Inc. | Add +48.1% | 0.06% | +0.02 |
| BLK BlackRock Finance Inc. | Add +1.8% | 0.19% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +5.3% | 0.29% | +0.02 |
| MSI Motorola Solutions Inc. | Add +0.7% | 0.22% | +0.02 |
| CRM Salesforce Inc. | Add +2.3% | 0.91% | +0.02 |
| ORCL Oracle Corp. | Add +10.8% | 0.09% | +0.02 |
| RTX RTX Corp. | Add +3.6% | 0.12% | +0.02 |
| TJX TJX Companies Inc. | Add +17.2% | 0.12% | +0.02 |
| NKE Nike Inc. Class B | Add +2.0% | 0.14% | +0.02 |
| VZ Verizon Communications Inc. | Add +18.0% | 0.08% | +0.01 |
| PNC PNC Financial Services Group | Add +8.4% | 0.08% | +0.01 |
| NEE Nextera Energy Inc. | Add +9.3% | 0.07% | +0.01 |
| CAT Caterpillar Inc. | Add +11.2% | 0.07% | +0.01 |
| DHR Danaher Corp. | Add +3.3% | 0.15% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $880.0M | IVV, IAU, XOM, VO, AAPL |
| Q1 2026 | 202 | $756.4M | IVV, XOM, IAU, AAPL, VO |
| Q4 2025 | 185 | $722.2M | IVV, IAU, XOM, MSFT, AAPL |
| Q3 2025 | 186 | $704.4M | IVV, IAU, XOM, MSFT, AESI |
| Q2 2025 | 180 | $632.5M | IVV, IAU, XOM, AESI, MSFT |
| Q1 2025 | 170 | $589.0M | IVV, AESI, XOM, IAU, AAPL |
| Q4 2024 | 175 | $606.3M | IVV, AESI, XOM, AAPL, IAU |
| Q3 2024 | 176 | $598.0M | AESI, IVV, XOM, MSFT, AAPL |
| Q2 2024 | 175 | $560.7M | AESI, IVV, XOM, MSFT, AAPL |
| Q1 2024 | 176 | $532.4M | IVV, AESI, XOM, MSFT, AAPL |