Meridian Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Meridian Wealth Advisors, LLC reported 175 stock positions worth $606.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by Atlas Energy Solutions (AESI, 9.8%) and Exxon Mobil (XOM, 5.5%). Compared with Q3 2024, it opened 5 new positions, sold out of 6, added to 48 and reduced 80. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $606.3M (Q4 2024)
- SEC Filing
- 0001951757-25-000238 ↗ filed Feb 11, 2025
Holdings Value
Holdings 175 stocks · $606.3M
| IVV iShares Core S&P 500 ETF | 10.29% | 105,987 | $62.4M | Add +6.2% |
| AESI Atlas Energy Solutions Inc. | 9.80% | 2,678,800 | $59.4M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 5.54% | 312,330 | $33.6M | Reduce -0.9% |
| AAPL Apple Inc. | 4.03% | 97,554 | $24.4M | Add +1.2% |
| IAU iShares Gold Trust | 3.86% | 473,052 | $23.4M | Add +11.1% |
| MSFT Microsoft Corp. | 3.82% | 54,910 | $23.1M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.29% | 34,003 | $19.9M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 2.27% | 57,323 | $13.7M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 2.03% | 62,860 | $12.3M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 1.98% | 54,844 | $12.0M | Reduce -18.9% |
| GOOGL Alphabet Inc. Class A | 1.83% | 58,713 | $11.1M | Add +8.4% |
| PTLC Pacer Trendpilot US Large Ca | 1.82% | 206,249 | $11.0M | No change |
| USMV iShares MSCI USA Min Vol Fac | 1.79% | 122,026 | $10.8M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 1.62% | 10,743 | $9.8M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 34,160 | $9.0M | Add +7.2% |
| ETN Eaton Corp. PLC | 1.48% | 27,018 | $9.0M | Reduce -2.5% |
| V Visa Inc. Class A | 1.37% | 26,195 | $8.3M | Add +2.2% |
| TT Trane Technologies PLC | 1.36% | 22,368 | $8.3M | Reduce -2.8% |
| NVDA Nvidia Corp. | 1.28% | 57,926 | $7.8M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 1.20% | 12,741 | $7.3M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 14,899 | $6.8M | New |
| UNH Unitedhealth Group Inc. | 1.10% | 13,193 | $6.7M | Add +0.9% |
| CRM Salesforce Inc. | 1.08% | 19,638 | $6.6M | Reduce -0.9% |
| HD Home Depot Inc. | 1.08% | 16,766 | $6.5M | Reduce -11.3% |
| ALL Allstate Corp. | 1.06% | 33,459 | $6.5M | Add +1.1% |
| SPGI S&P Global Inc. | 0.95% | 11,507 | $5.7M | Add +2.2% |
| ICE Intercontinental Exchange Inc. | 0.94% | 38,243 | $5.7M | Add +1.0% |
| ORLY O'reilly Automotive Inc. | 0.93% | 4,762 | $5.6M | Reduce -8.9% |
| UNP Union Pacific Corp. | 0.91% | 24,223 | $5.5M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 0.88% | 111,468 | $5.3M | Add +4.7% |
| FISV Fiserv Inc. | 0.87% | 25,819 | $5.3M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 0.87% | 6,863 | $5.3M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.86% | 8,897 | $5.2M | Add +13.6% |
| MRK Merck & Co. Inc. | 0.83% | 50,689 | $5.0M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.81% | 29,317 | $4.9M | Add +14.6% |
| XLK SS Technology Select Sector | 0.75% | 19,633 | $4.6M | Reduce -0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.70% | 70,716 | $4.3M | New |
| ADBE Adobe Inc. | 0.69% | 9,469 | $4.2M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 0.66% | 7,375 | $4.0M | Add +249.9% |
| SDY SS SPDR S&P Dividend ETF | 0.64% | 29,582 | $3.9M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 0.63% | 13,256 | $3.8M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.61% | 19,453 | $3.7M | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.58% | 25,409 | $3.5M | Reduce -17.2% |
| AMD Advanced Micro Devices | 0.56% | 28,320 | $3.4M | Add +8.2% |
| AVGO Broadcom Inc. | 0.52% | 13,537 | $3.1M | Reduce -12.2% |
| NXPI NXP Semiconductors NV | 0.48% | 14,084 | $2.9M | Add +1030.3% |
| IQV Iqvia Holdings Inc. | 0.48% | 14,771 | $2.9M | Reduce -14.0% |
| IWF iShares Russell 1000 Growth | 0.47% | 7,084 | $2.8M | Add +0.1% |
| STE Steris PLC | 0.46% | 13,611 | $2.8M | Reduce -8.5% |
| KO The Coca-Cola Co. | 0.44% | 42,811 | $2.7M | Add +1.1% |
| DIVO Amplify CWP Enhan Divid ETF | 0.42% | 63,354 | $2.6M | Reduce -0.3% |
| WMT Walmart Inc. | 0.42% | 28,175 | $2.5M | Reduce -0.9% |
| O Realty Income Corp. | 0.41% | 46,388 | $2.5M | New |
| IVW iShares S&P 500 Growth ETF | 0.40% | 23,800 | $2.4M | Add +0.1% |
| AMGN Amgen Inc. | 0.35% | 8,164 | $2.1M | Add +0.7% |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 19,638 | $1.8M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.29% | 7,738 | $1.7M | Add +1.7% |
| PEP Pepsico Inc. | 0.28% | 11,333 | $1.7M | Reduce -7.6% |
| CSQ Calamos Strat TTL RTRN FND | 0.28% | 97,222 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.28% | 11,642 | $1.7M | Reduce -9.0% |
| RJF Raymond James Financial Inc. | 0.27% | 10,419 | $1.6M | Reduce -13.8% |
| LOW Lowe's Cos Inc. | 0.26% | 6,446 | $1.6M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.25% | 2,878 | $1.5M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 6,689 | $1.5M | Reduce -1.2% |
| IYW iShares Ustechnology ETF | 0.24% | 9,216 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 4,994 | $1.4M | Add +8.2% |
| CVX Chevron Corp. | 0.23% | 9,713 | $1.4M | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.23% | 5,445 | $1.4M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.22% | 6,404 | $1.4M | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.22% | 5,530 | $1.3M | Reduce -4.2% |
| MCD McDonald's Corp. | 0.22% | 4,502 | $1.3M | Add +1.1% |
| ET Energy Transfer LP | 0.21% | 66,228 | $1.3M | Add +8.5% |
| EPD Enterprise Products Partners | 0.21% | 41,348 | $1.3M | Reduce -21.0% |
| MSI Motorola Solutions Inc. | 0.21% | 2,715 | $1.3M | Reduce -5.2% |
| BLK BlackRock Inc. | 0.19% | 1,144 | $1.2M | Reduce -2.0% |
| PTMC Pacer Trendpilot US Mid Cap | 0.19% | 31,037 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.17% | 2,164 | $1.1M | Reduce -0.2% |
| PFE Pfizer Inc. | 0.17% | 39,516 | $1.0M | Reduce -2.4% |
| CB Chubb Ltd. | 0.17% | 3,790 | $1.0M | Reduce -5.3% |
| IWB iShares Russell 1000 ETF | 0.17% | 3,151 | $1.0M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,838 | $940K | Add +0.2% |
| BX Blackstone Inc. | 0.15% | 5,235 | $903K | No change |
| QCOM Qualcomm Inc. | 0.15% | 5,729 | $880K | Reduce -4.5% |
| ABT Abbott Laboratories | 0.14% | 7,759 | $878K | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 1,654 | $861K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 2,016 | $827K | No change |
| AMT American Tower Corp. | 0.13% | 4,444 | $815K | Reduce -76.8% |
| T AT&T Inc. | 0.13% | 34,055 | $775K | No change |
| ADP Automatic Data Processing | 0.13% | 2,614 | $765K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.13% | 4,166 | $758K | Add +15.4% |
| AXP American Express Co. | 0.12% | 2,508 | $744K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $742K | No change |
| IJR iShares Core S&P Small-Cap E | 0.12% | 6,389 | $736K | Add +33.6% |
| CMCSA Comcast Corp. Class A | 0.12% | 19,232 | $722K | Reduce -79.5% |
| DHR Danaher Corp. | 0.12% | 3,075 | $706K | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,825 | $704K | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.11% | 11,593 | $686K | Add +1.7% |
| RTX RTX Corp. | 0.11% | 5,906 | $683K | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 3,699 | $648K | Add +23.3% |
| NKE Nike Inc. Class B | 0.11% | 8,525 | $645K | Reduce -8.8% |
Portfolio Sells Q3 2024 → Q4 2024
| XOM Exxon Mobil Corp. | Reduce -0.9% | 5.54% | −0.64 |
| AMT American Tower Corp. | Reduce -76.8% | 0.13% | −0.61 |
| CMCSA Comcast Corp. Class A | Reduce -79.5% | 0.12% | −0.54 |
| DVN Devon Energy Corp. | Reduce -89.0% | 0.05% | −0.51 |
| BAC Bank of America Corp. | Reduce -90.2% | 0.06% | −0.46 |
| MPC Marathon Petroleum Corp. | Reduce -17.2% | 0.58% | −0.25 |
| HD Home Depot Inc. | Reduce -11.3% | 1.08% | −0.21 |
| IQV Iqvia Holdings Inc. | Reduce -14.0% | 0.48% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -3.5% | 0.83% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.87% | −0.15 |
| STE Steris PLC | Reduce -8.5% | 0.46% | −0.14 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.69% | −0.14 |
| TT Trane Technologies PLC | Reduce -2.8% | 1.36% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -18.9% | 1.98% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.6% | 1.79% | −0.11 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.10 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.91% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.09 |
| ORLY O'reilly Automotive Inc. | Reduce -8.9% | 0.93% | −0.08 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -9.0% | 0.28% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.3% | 0.64% | −0.07 |
| PEP Pepsico Inc. | Reduce -7.6% | 0.28% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 1.48% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 2.03% | −0.05 |
| EPD Enterprise Products Partners | Reduce -21.0% | 0.21% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.17% | −0.04 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.04 |
| RBBN Ribbon Communications Inc. | Sold out | 0.00% | −0.04 |
| MMM 3M Co. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -8.8% | 0.11% | −0.03 |
| DHR Danaher Corp. | Reduce -3.4% | 0.12% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -0.5% | 0.23% | −0.03 |
| ADI Analog Devices Inc. | Reduce -2.1% | 0.22% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.8% | 0.06% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -4.5% | 0.15% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.4% | 0.17% | −0.02 |
| CB Chubb Ltd. | Reduce -5.3% | 0.17% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -11.0% | 0.06% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.3% | 0.42% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -5.3% | 0.04% | −0.01 |
| GLD SPDR Gold Shares | Reduce -4.2% | 0.22% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -2.3% | 0.10% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -20.5% | 0.04% | −0.01 |
| STWD Starwood Property Trust Inc. | Reduce -15.2% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.06% | −0.01 |
| STR Sitio Royalties Corp. Class A | Reduce -3.2% | 0.08% | −0.01 |
| ABBV Abbvie Inc. | Reduce -7.8% | 0.04% | −0.01 |
| MDT Medtronic PLC | Reduce -3.5% | 0.05% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -5.2% | 0.21% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.11% | +1.11 |
| CMG Chipotle Mexican Grill Inc. | New | 0.70% | +0.70 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 10.29% | +0.66 |
| VOO Vanguard S&P 500 ETF | Add +249.9% | 0.66% | +0.47 |
| NXPI NXP Semiconductors NV | Add +1030.3% | 0.48% | +0.43 |
| O Realty Income Corp. | New | 0.41% | +0.41 |
| GOOGL Alphabet Inc. Class A | Add +8.4% | 1.83% | +0.33 |
| IAU iShares Gold Trust | Add +11.1% | 3.86% | +0.32 |
| AAPL Apple Inc. | Add +1.2% | 4.03% | +0.27 |
| V Visa Inc. Class A | Add +2.2% | 1.37% | +0.19 |
| META Meta Platforms Inc. Class A | Add +13.6% | 0.86% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.2% | 1.49% | +0.08 |
| PG The Procter & Gamble Co. | Add +14.6% | 0.81% | +0.07 |
| INBX Inhibrx Biosciences Inc. | New | 0.06% | +0.06 |
| ET Energy Transfer LP | Add +8.5% | 0.21% | +0.05 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +33.6% | 0.12% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 3.29% | +0.03 |
| HON Honeywell International Inc. | Add +1.7% | 0.29% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.47% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +15.4% | 0.13% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.2% | 0.24% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.40% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +23.3% | 0.11% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +24.9% | 0.06% | +0.02 |
| PFFD Global X US Preferred ETF | Add +30.2% | 0.09% | +0.02 |
| ALL Allstate Corp. | Add +1.1% | 1.06% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.0% | 0.25% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +6.1% | 0.63% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.7% | 0.11% | +0.01 |
| MSFT Microsoft Corp. | Add +3.8% | 3.82% | +0.01 |
| RSVR Reservoir Media Inc. | Add +49.7% | 0.02% | +0.01 |
| ARCC Ares Capital Corp. | Add +17.4% | 0.05% | +0.01 |
| RSG Republic Services Inc. | Add +8.5% | 0.09% | +0.01 |
| ADP Automatic Data Processing | Add +0.1% | 0.13% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.15% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.17% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 0.04% | +0.00 |
| ABT Abbott Laboratories | Add +1.4% | 0.14% | −0.00 |
| ACN Accenture PLC Class A | Add +0.4% | 0.09% | −0.00 |
| ORCL Oracle Corp. | Add +1.6% | 0.09% | −0.00 |
| MRSH Marsh & McLennan Cos | Add +0.2% | 0.06% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.6% | 1.20% | −0.01 |
| MCD McDonald's Corp. | Add +1.1% | 0.22% | −0.01 |
| GDX Vaneck Gold Miners ETF | Add +1.2% | 0.07% | −0.01 |
| SPGI S&P Global Inc. | Add +2.2% | 0.95% | −0.03 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.26% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +4.7% | 0.88% | −0.06 |
| KO The Coca-Cola Co. | Add +1.1% | 0.44% | −0.07 |
| ICE Intercontinental Exchange Inc. | Add +1.0% | 0.94% | −0.08 |
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 |