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

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 Q3 2024 Q4 2024: $606.3M Q4 2024 Q1 2025: $589.0M $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 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%
IJR iShares Core S&P Small-Cap E 0.10% 5,744 $601K Reduce -10.1%
PFFD Global X US Preferred ETF 0.09% 29,000 $552K Add +3.6%
TXN Texas Instruments Inc. 0.09% 3,053 $549K Reduce -2.5%
GDX Vaneck Gold Miners ETF 0.09% 11,870 $546K No change
IWD iShares Russell 1000 Value E 0.09% 2,898 $545K No change
TSM Taiwan Semiconductor-SP ADR 0.09% 3,165 $525K No change
ITW Illinois Tool Works 0.09% 2,076 $515K No change
XLY SS Consumer Disc Select Sect 0.09% 2,600 $513K No change
IUSG iShares Core S&P U.S. Growth 0.09% 4,000 $508K Reduce -0.6%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.09% 2,488 $501K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 2,841 $491K No change
SCHD Schwab US DVD Equity ETF 0.08% 17,163 $480K No change
CMCSA Comcast Corp. Class A 0.08% 12,296 $454K Reduce -36.1%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 1,854 $454K Reduce -16.6%
MELI MercadoLibre Inc. 0.08% 232 $453K No change
ACN Accenture PLC Class A 0.08% 1,449 $452K Reduce -6.4%
STR Sitio Royalties Corp. Class A 0.08% 22,710 $451K Reduce -7.0%
ORCL Oracle Corp. 0.08% 3,209 $449K Add +0.0%
PNC PNC Financial Services Group 0.07% 2,476 $435K Add +0.0%
NOW ServiceNow Inc. 0.07% 540 $430K No change
OKE Oneok Inc. 0.07% 4,330 $430K No change
VIS Vanguard Industrials ETF 0.07% 1,733 $429K Reduce -0.7%
MDLZ Mondelez International Inc. Class A 0.07% 6,015 $408K Reduce -3.4%
INFL Horizon Kinetics Infl Benef 0.07% 9,968 $405K No change
MRSH Marsh & McLennan Cos 0.07% 1,647 $402K Add +0.2%
RPG Invesco S&P 500 Pure Growth 0.07% 10,355 $396K No change
WM Waste Management Inc. 0.07% 1,711 $396K Add +0.1%
SGDM Sprott Gold Miners ETF 0.06% 10,000 $379K No change
ZTS Zoetis Inc. 0.06% 2,290 $377K No change
VZ Verizon Communications Inc. 0.06% 8,287 $376K Reduce -12.0%
KRP Kimbell Royalty Partners LP 0.06% 26,400 $370K Reduce -13.0%
AZO AutoZone Inc. 0.06% 95 $362K No change
KLAC KLA Corp. 0.06% 520 $353K No change
CAT Caterpillar Inc. 0.06% 1,063 $351K Add +0.1%
INBX Inhibrx Biosciences Inc. 0.06% 25,000 $350K No change
EQIX Equinix Inc. 0.06% 423 $345K No change
DVN Devon Energy Corp. 0.06% 9,118 $341K Reduce -3.8%
GS Goldman Sachs Group Inc. 0.05% 592 $323K Add +0.2%
BSJP Invesco Bulletshares 2025 HY 0.05% 13,902 $320K No change
TSLA Tesla Inc. 0.05% 1,233 $320K Add +20.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 7,496 $313K Reduce -1.3%
NKE Nike Inc. Class B 0.05% 4,869 $309K Reduce -42.9%
XLP SS Consumer Staples Sel Sect 0.05% 3,680 $301K Add +2.8%
ARCC Ares Capital Corp. 0.05% 13,500 $299K No change
WMB Williams Cos Inc. 0.05% 5,000 $299K No change
COP Conocophillips 0.05% 2,795 $293K Reduce -7.7%
NVS Novartis AG-Sponsored ADR 0.05% 2,601 $290K No change
ABBV Abbvie Inc. 0.05% 1,379 $289K Reduce -0.6%
NEE Nextera Energy Inc. 0.05% 3,940 $279K Reduce -21.6%
MDT Medtronic PLC 0.05% 3,104 $279K Reduce -16.5%
STWD Starwood Property Trust Inc. 0.05% 13,900 $275K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.04% 3,390 $264K No change
SPHD Invesco S&P 500 High Dividen 0.04% 5,250 $264K No change
FTC First Trust Large Cap Growth 0.04% 1,975 $260K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 3,787 $249K Add +0.1%
ICE Intercontinental Exchange Inc. 0.04% 1,442 $249K Reduce -96.2%
LBRT Liberty Energy Inc. 0.04% 14,800 $234K No change
KMB Kimberly-Clark Corp. 0.04% 1,625 $231K Reduce -9.2%
GILD Gilead Sciences Inc. 0.04% 2,038 $228K New
MMM 3M Co. 0.04% 1,517 $223K New
PSX Phillips 66 0.04% 1,765 $218K Add +0.5%
FANG Diamondback Energy Inc. 0.04% 1,337 $214K Reduce -4.3%
ICLN iShares Global Clean Energy 0.03% 17,907 $204K Reduce -10.8%
AMT American Tower Corp. 0.03% 930 $202K Reduce -79.1%
TLT iShares 20+ Year Treasury BD 0.03% 2,214 $202K New
EOG EOG Resources Inc. 0.03% 1,562 $200K New
XEXGX Eaton Vance Tax-Managed Glob 0.02% 17,936 $146K No change
RSVR Reservoir Media Inc. 0.02% 14,974 $114K No change
PUMP Propetro Holding Corp. 0.01% 10,000 $74K No change
RNTX Rein Therapeutics Inc. 0.01% 28,486 $50K New

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

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