Meridian Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Meridian Wealth Advisors, LLC reported 170 stock positions worth $589.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.7% of the portfolio, followed by Atlas Energy Solutions (AESI, 8.0%) and Exxon Mobil (XOM, 6.2%). Compared with Q4 2024, it opened 6 new positions, sold out of 11, added to 57 and reduced 63. The biggest buy was iShares Gold Trust (IAU, shares +8%) and the biggest sale Atlas Energy Solutions (AESI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $589.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000506 ↗ filed May 5, 2025
Holdings Value
Holdings 170 stocks · $589.0M
| IVV iShares Core S&P 500 ETF | 10.66% | 111,733 | $62.8M | Add +5.4% |
| AESI Atlas Energy Solutions Inc. | 8.01% | 2,645,843 | $47.2M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 6.18% | 306,259 | $36.4M | Reduce -1.9% |
| IAU iShares Gold Trust | 5.10% | 509,579 | $30.0M | Add +7.7% |
| AAPL Apple Inc. | 3.62% | 96,004 | $21.3M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.56% | 55,848 | $21.0M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.19% | 33,602 | $18.8M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 2.38% | 57,189 | $14.0M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 2.04% | 62,077 | $12.0M | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 1.94% | 122,165 | $11.4M | Add +0.1% |
| PTLC Pacer Trendpilot US Large Ca | 1.80% | 206,234 | $10.6M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.75% | 54,204 | $10.3M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 1.74% | 10,813 | $10.2M | Add +0.7% |
| NVDA Nvidia Corp. | 1.62% | 88,076 | $9.5M | Add +52.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.61% | 36,692 | $9.5M | Add +7.4% |
| V Visa Inc. Class A | 1.58% | 26,547 | $9.3M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 1.57% | 59,635 | $9.2M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 14,899 | $7.9M | No change |
| TT Trane Technologies PLC | 1.29% | 22,490 | $7.6M | Add +0.6% |
| ETN Eaton Corp. PLC | 1.25% | 27,189 | $7.4M | Add +0.6% |
| ALL Allstate Corp. | 1.19% | 33,974 | $7.0M | Add +1.5% |
| ORLY O'reilly Automotive Inc. | 1.16% | 4,767 | $6.8M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 1.16% | 12,788 | $6.8M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 1.15% | 12,928 | $6.8M | Reduce -2.0% |
| WMT Walmart Inc. | 1.13% | 75,486 | $6.6M | Add +167.9% |
| HD Home Depot Inc. | 1.06% | 16,982 | $6.2M | Add +1.3% |
| SPGI S&P Global Inc. | 1.01% | 11,710 | $5.9M | Add +1.8% |
| FISV Fiserv Inc. | 1.01% | 26,865 | $5.9M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 1.00% | 116,181 | $5.9M | Add +4.2% |
| UNP Union Pacific Corp. | 1.00% | 24,825 | $5.9M | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.97% | 9,951 | $5.7M | Add +11.8% |
| CRM Salesforce Inc. | 0.90% | 19,849 | $5.3M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.90% | 6,404 | $5.3M | Reduce -6.7% |
| MRK Merck & Co. Inc. | 0.82% | 53,810 | $4.8M | Add +6.2% |
| MCK McKesson Corp. | 0.78% | 6,816 | $4.6M | New |
| O Realty Income Corp. | 0.74% | 75,311 | $4.4M | Add +62.4% |
| XLK SS Technology Select Sector | 0.70% | 19,988 | $4.1M | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.68% | 29,418 | $4.0M | Reduce -0.6% |
| NXPI NXP Semiconductors NV | 0.67% | 20,751 | $3.9M | Add +47.3% |
| APD Air Products & Chemicals Inc. | 0.67% | 13,361 | $3.9M | Add +0.8% |
| ADBE Adobe Inc. | 0.65% | 9,913 | $3.8M | Add +4.7% |
| AMD Advanced Micro Devices | 0.60% | 34,517 | $3.5M | Add +21.9% |
| MPC Marathon Petroleum Corp. | 0.60% | 24,170 | $3.5M | Reduce -4.9% |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 67,996 | $3.4M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 0.51% | 19,208 | $3.0M | Reduce -1.3% |
| IQV Iqvia Holdings Inc. | 0.49% | 16,531 | $2.9M | Add +11.9% |
| KO The Coca-Cola Co. | 0.47% | 38,895 | $2.8M | Reduce -9.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.46% | 66,379 | $2.7M | Add +4.8% |
| IWF iShares Russell 1000 Growth | 0.43% | 7,084 | $2.6M | No change |
| AMGN Amgen Inc. | 0.43% | 8,165 | $2.5M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 9,599 | $2.4M | Add +43.5% |
| IVW iShares S&P 500 Growth ETF | 0.38% | 23,825 | $2.2M | Add +0.1% |
| AVGO Broadcom Inc. | 0.37% | 13,122 | $2.2M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.31% | 11,136 | $1.8M | Reduce -4.3% |
| GLD SPDR Gold Shares | 0.29% | 5,848 | $1.7M | Add +5.8% |
| CVX Chevron Corp. | 0.28% | 9,826 | $1.6M | Add +1.2% |
| CSQ Calamos Strat TTL RTRN FND | 0.27% | 97,722 | $1.6M | Add +0.5% |
| HON Honeywell International Inc. | 0.27% | 7,407 | $1.6M | Reduce -4.3% |
| MA Mastercard Inc. Class A | 0.26% | 2,847 | $1.6M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.26% | 2,981 | $1.5M | Reduce -59.6% |
| LOW Lowe's Cos Inc. | 0.26% | 6,447 | $1.5M | Add +0.0% |
| PEP Pepsico Inc. | 0.25% | 9,833 | $1.5M | Reduce -13.2% |
| VTWO Vanguard Russell 2000 ETF | 0.25% | 17,938 | $1.4M | Reduce -8.7% |
| EPD Enterprise Products Partners | 0.24% | 41,348 | $1.4M | No change |
| RJF Raymond James Financial Inc. | 0.24% | 10,154 | $1.4M | Reduce -2.5% |
| VHT Vanguard Health Care ETF | 0.24% | 5,246 | $1.4M | Reduce -3.6% |
| MCD McDonald's Corp. | 0.23% | 4,366 | $1.4M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 4,817 | $1.3M | Reduce -3.5% |
| ET Energy Transfer LP | 0.22% | 69,928 | $1.3M | Add +5.6% |
| IYW iShares Ustechnology ETF | 0.22% | 9,086 | $1.3M | Reduce -1.4% |
| ADI Analog Devices Inc. | 0.21% | 6,023 | $1.2M | Reduce -6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,505 | $1.2M | Add +36.3% |
| CB Chubb Ltd. | 0.19% | 3,696 | $1.1M | Reduce -2.5% |
| PTMC Pacer Trendpilot US Mid Cap | 0.18% | 31,037 | $1.1M | No change |
| MSI Motorola Solutions Inc. | 0.18% | 2,401 | $1.1M | Reduce -11.6% |
| ABT Abbott Laboratories | 0.17% | 7,760 | $1.0M | Add +0.0% |
| BLK BlackRock Inc. | 0.17% | 1,075 | $1.0M | Reduce -6.0% |
| PFE Pfizer Inc. | 0.17% | 38,825 | $984K | Reduce -1.8% |
| LMT Lockheed Martin Corp. | 0.16% | 2,170 | $970K | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.16% | 3,151 | $967K | No change |
| T AT&T Inc. | 0.16% | 34,055 | $963K | No change |
| QCOM Qualcomm Inc. | 0.15% | 5,769 | $886K | Add +0.7% |
| PG The Procter & Gamble Co. | 0.15% | 5,148 | $877K | Reduce -82.4% |
| ADP Automatic Data Processing | 0.14% | 2,610 | $797K | Reduce -0.1% |
| BX Blackstone Inc. | 0.13% | 5,535 | $774K | Add +5.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 2,016 | $748K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 11,601 | $716K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,828 | $710K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.12% | 4,152 | $708K | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $707K | No change |
| RTX RTX Corp. | 0.12% | 5,263 | $697K | Reduce -10.9% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 1,394 | $694K | Reduce -15.7% |
| AXP American Express Co. | 0.11% | 2,508 | $675K | No change |
| XLV SS Health Care Select Sector | 0.11% | 4,565 | $667K | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 3,699 | $641K | No change |
| DHR Danaher Corp. | 0.11% | 3,075 | $630K | No change |
| XLI SS Industrial Select Sector | 0.11% | 4,805 | $630K | No change |
| CME Cme Group Inc. | 0.11% | 2,372 | $629K | Reduce -14.2% |
| XLF SS Financial Select Sector | 0.11% | 12,582 | $627K | No change |
| RSG Republic Services Inc. | 0.10% | 2,503 | $606K | Reduce -2.9% |
Portfolio Sells Q4 2024 → Q1 2025
| AESI Atlas Energy Solutions Inc. | Reduce -1.2% | 8.01% | −1.79 |
| ICE Intercontinental Exchange Inc. | Reduce -96.2% | 0.04% | −0.90 |
| PG The Procter & Gamble Co. | Reduce -82.4% | 0.15% | −0.66 |
| STE Steris PLC | Sold out | 0.00% | −0.46 |
| AAPL Apple Inc. | Reduce -1.6% | 3.62% | −0.41 |
| VOO Vanguard S&P 500 ETF | Reduce -59.6% | 0.26% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.75% | −0.23 |
| AVGO Broadcom Inc. | Reduce -3.1% | 0.37% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.9% | 0.58% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.51% | −0.10 |
| AMT American Tower Corp. | Reduce -79.1% | 0.03% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 3.19% | −0.10 |
| NKE Nike Inc. Class B | Reduce -42.9% | 0.05% | −0.05 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.05 |
| VTWO Vanguard Russell 2000 ETF | Reduce -8.7% | 0.25% | −0.04 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -36.1% | 0.08% | −0.04 |
| XYZ Block Inc. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.04 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.04 |
| PRK Park National Corp. | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -13.2% | 0.25% | −0.03 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.03 |
| MSI Motorola Solutions Inc. | Reduce -11.6% | 0.18% | −0.03 |
| RJF Raymond James Financial Inc. | Reduce -2.5% | 0.24% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -1.4% | 0.22% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.7% | 0.12% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.3% | 0.27% | −0.02 |
| BLK BlackRock Inc. | Reduce -6.0% | 0.17% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.1% | 0.10% | −0.02 |
| KRP Kimbell Royalty Partners LP | Reduce -13.0% | 0.06% | −0.02 |
| ADI Analog Devices Inc. | Reduce -6.0% | 0.21% | −0.02 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -0.0% | 1.80% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -16.6% | 0.08% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 0.22% | −0.01 |
| ACN Accenture PLC Class A | Reduce -6.4% | 0.08% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -21.6% | 0.05% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.6% | 0.09% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.8% | 0.17% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 0.12% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -2.5% | 0.09% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -10.8% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.05% | −0.00 |
| MDT Medtronic PLC | Reduce -16.5% | 0.05% | −0.00 |
| FANG Diamondback Energy Inc. | Reduce -4.3% | 0.04% | −0.00 |
| STR Sitio Royalties Corp. Class A | Reduce -7.0% | 0.08% | −0.00 |
| VIS Vanguard Industrials ETF | Reduce -0.7% | 0.07% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IAU iShares Gold Trust | Add +7.7% | 5.10% | +1.24 |
| MCK McKesson Corp. | New | 0.78% | +0.78 |
| WMT Walmart Inc. | Add +167.9% | 1.13% | +0.71 |
| IVV iShares Core S&P 500 ETF | Add +5.4% | 10.66% | +0.37 |
| NVDA Nvidia Corp. | Add +52.0% | 1.62% | +0.34 |
| O Realty Income Corp. | Add +62.4% | 0.74% | +0.33 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 1.16% | +0.23 |
| V Visa Inc. Class A | Add +1.3% | 1.58% | +0.21 |
| NXPI NXP Semiconductors NV | Add +47.3% | 0.67% | +0.19 |
| IBM Intl Business Machines Corp. | Add +43.5% | 0.41% | +0.16 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 1.94% | +0.16 |
| FISV Fiserv Inc. | Add +4.0% | 1.01% | +0.13 |
| ALL Allstate Corp. | Add +1.5% | 1.19% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 1.00% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.4% | 1.61% | +0.12 |
| META Meta Platforms Inc. Class A | Add +11.8% | 0.97% | +0.11 |
| COST Costco Wholesale Corp. | Add +0.7% | 1.74% | +0.11 |
| UNP Union Pacific Corp. | Add +2.5% | 1.00% | +0.08 |
| AMGN Amgen Inc. | Add +0.0% | 0.43% | +0.08 |
| GLD SPDR Gold Shares | Add +5.8% | 0.29% | +0.07 |
| SPGI S&P Global Inc. | Add +1.8% | 1.01% | +0.06 |
| CVX Chevron Corp. | Add +1.2% | 0.28% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +36.3% | 0.20% | +0.04 |
| GILD Gilead Sciences Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +21.9% | 0.60% | +0.04 |
| MMM 3M Co. | New | 0.04% | +0.04 |
| DIVO Amplify CWP Enhan Divid ETF | Add +4.8% | 0.46% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +0.8% | 0.67% | +0.03 |
| TLT iShares 20+ Year Treasury BD | New | 0.03% | +0.03 |
| EOG EOG Resources Inc. | New | 0.03% | +0.03 |
| ABT Abbott Laboratories | Add +0.0% | 0.17% | +0.03 |
| IQV Iqvia Holdings Inc. | Add +11.9% | 0.49% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +0.2% | 0.07% | +0.01 |
| WM Waste Management Inc. | Add +0.1% | 0.07% | +0.01 |
| RNTX Rein Therapeutics Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.12% | +0.01 |
| ET Energy Transfer LP | Add +5.6% | 0.22% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.15% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +2.8% | 0.05% | +0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.12% | +0.00 |
| PSX Phillips 66 | Add +0.5% | 0.04% | +0.00 |
| PFFD Global X US Preferred ETF | Add +3.6% | 0.09% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 0.04% | −0.00 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.05% | −0.00 |
| CAT Caterpillar Inc. | Add +0.1% | 0.06% | −0.00 |
| PNC PNC Financial Services Group | Add +0.0% | 0.07% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.26% | −0.01 |
| LMT Lockheed Martin Corp. | Add +0.3% | 0.16% | −0.01 |
| MRK Merck & Co. Inc. | Add +6.2% | 0.82% | −0.01 |
| ORCL Oracle Corp. | Add +0.0% | 0.08% | −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 |