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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $532.4M Q1 2024 Q2 2024: $560.7M Q2 2024 Q3 2024: $598.0M $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 · $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%
EW Edwards Lifesciences Corp. 0.10% 9,033 $596K Reduce -71.4%
XLF SS Financial Select Sector 0.10% 12,582 $570K Reduce -13.2%
IJR iShares Core S&P Small-Cap E 0.09% 4,781 $559K Add +134.8%
IWD iShares Russell 1000 Value E 0.09% 2,898 $550K Add +4.5%
TSM Taiwan Semiconductor-SP ADR 0.09% 3,165 $550K No change
XLY SS Consumer Disc Select Sect 0.09% 2,740 $549K No change
ACN Accenture PLC Class A 0.09% 1,542 $545K Reduce -1.7%
ITW Illinois Tool Works 0.09% 2,076 $544K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 2,224 $541K Add +2.3%
ORCL Oracle Corp. 0.09% 3,159 $538K Add +10.8%
IUSG iShares Core S&P U.S. Growth 0.09% 4,075 $538K No change
RSP Invesco S&P 500 Equal Weight 0.09% 2,999 $537K No change
TLT iShares 20+ Year Treasury BD 0.09% 5,427 $532K Add +48.4%
MDLZ Mondelez International Inc. Class A 0.09% 7,143 $526K Reduce -17.6%
STR Sitio Royalties Corp. Class A 0.09% 25,207 $525K Reduce -50.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.09% 2,488 $514K No change
KRP Kimbell Royalty Partners LP 0.08% 31,350 $504K Reduce -2.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 2,841 $496K No change
VIS Vanguard Industrials ETF 0.08% 1,870 $486K Add +0.1%
SCHD Schwab US DVD Equity ETF 0.08% 5,721 $484K No change
NOW ServiceNow Inc. 0.08% 540 $483K No change
RSG Republic Services Inc. 0.08% 2,376 $477K Reduce -0.3%
MELI MercadoLibre Inc. 0.08% 232 $476K No change
VZ Verizon Communications Inc. 0.08% 10,577 $475K Add +18.0%
GDX Vaneck Gold Miners ETF 0.08% 11,733 $467K No change
PNC PNC Financial Services Group 0.08% 2,485 $459K Add +8.4%
ZTS Zoetis Inc. 0.07% 2,290 $447K No change
PFFD Global X US Preferred ETF 0.07% 21,500 $447K New
NEE Nextera Energy Inc. 0.07% 5,029 $425K Add +9.3%
IQLT iShares MSCI International Q 0.07% 10,132 $420K Reduce -0.0%
CAT Caterpillar Inc. 0.07% 1,066 $417K Add +11.2%
RPG Invesco S&P 500 Pure Growth 0.07% 10,355 $407K No change
OKE Oneok Inc. 0.07% 4,430 $404K Reduce -3.6%
KLAC KLA Corp. 0.07% 520 $403K No change
WM Waste Management Inc. 0.06% 1,851 $384K Add +0.1%
EQIX Equinix Inc. 0.06% 428 $380K Add +48.1%
INFL Horizon Kinetics Infl Benef 0.06% 9,968 $375K New
MRSH Marsh & McLennan Cos 0.06% 1,641 $366K Reduce -0.4%
MDT Medtronic PLC 0.06% 3,852 $347K Reduce -17.4%
STWD Starwood Property Trust Inc. 0.06% 16,400 $334K Add +6.5%
BSJP Invesco Bulletshares 2025 HY 0.05% 13,902 $321K No change
COP Conocophillips 0.05% 3,043 $320K Add +10.7%
XLP SS Consumer Staples Sel Sect 0.05% 3,810 $316K No change
ICLN iShares Global Clean Energy 0.05% 21,188 $311K No change
SGDM Sprott Gold Miners ETF 0.05% 10,000 $310K No change
FANG Diamondback Energy Inc. 0.05% 1,757 $303K Reduce -23.0%
AZO AutoZone Inc. 0.05% 96 $302K Add +20.0%
NVS Novartis AG-Sponsored ADR 0.05% 2,601 $299K No change
PEG Public Service Enterprise GP 0.05% 3,353 $299K Add +0.1%
NXPI NXP Semiconductors NV 0.05% 1,246 $299K Reduce -1.8%
ABBV Abbvie Inc. 0.05% 1,504 $297K Reduce -4.5%
TSLA Tesla Inc. 0.05% 1,101 $288K Reduce -9.4%
LBRT Liberty Energy Inc. 0.05% 14,800 $283K No change
UPS United Parcel Service Class B 0.05% 2,029 $277K Reduce -6.1%
SPHD Invesco S&P 500 High Dividen 0.04% 5,250 $265K No change
AMAT Applied Materials Inc. 0.04% 1,290 $261K Reduce -2.3%
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 3,390 $260K No change
FTC First Trust Large Cap Growth 0.04% 1,975 $260K Reduce -50.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 3,777 $255K Add +0.1%
KMB Kimberly-Clark Corp. 0.04% 1,789 $255K No change
FIS Fidelity National Info Serv 0.04% 3,012 $252K New
ARCC Ares Capital Corp. 0.04% 11,500 $241K New
XYZ Block Inc. 0.04% 3,539 $238K No change
PSX Phillips 66 0.04% 1,789 $235K New
GS Goldman Sachs Group Inc. 0.04% 473 $234K New
WMB Williams Cos Inc. 0.04% 5,000 $228K No change
VNOM Viper Energy Inc. 0.04% 5,012 $226K New
STZ Constellation Brands Inc. Class A 0.04% 862 $222K New
VGT Vanguard Info Tech ETF 0.04% 378 $222K No change
PRK Park National Corp. 0.04% 1,310 $220K New
RBBN Ribbon Communications Inc. 0.04% 64,866 $211K No change
MMM 3M Co. 0.03% 1,498 $205K New
IVZ Invesco Ltd. 0.03% 10,798 $190K No change
XEXGX Eaton Vance Tax-Managed Glob 0.03% 17,936 $156K No change
RSVR Reservoir Media Inc. 0.01% 10,000 $81K No change
PUMP Propetro Holding Corp. 0.01% 10,000 $77K No change

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

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