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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $880M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
-14.51%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
109.2%
Top 10 Hldgs %
40.39%
Holding
462
New
461
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$27.6M
2
CVX icon
Chevron
CVX
+$5.8M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.69M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.42M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 29.13%
2 Energy 27.14%
3 Technology 9.92%
4 Financials 8.76%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
226
Colgate-Palmolive
CL
$69.4B
$60K 0.05%
+1,000
New +$62.6K
JCE icon
227
Nuveen Core Equity Alpha Fund
JCE
$282M
$60K 0.05%
+5,000
New +$67.4K
QEP
228
DELISTED
QEP RESOURCES, INC.
QEP
$60K 0.05%
+10,700
New +$94K
RNG icon
229
RingCentral
RNG
$6.14B
$59K 0.05%
+720
New +$56.7K
GIS icon
230
General Mills
GIS
$19.7B
$58K 0.04%
+1,480
New +$62.5K
INCY icon
231
Incyte
INCY
$25.3B
$57K 0.04%
+892
New +$57.9K
LNC icon
232
Lincoln National
LNC
$8.13B
$57K 0.04%
+1,105
New +$67.2K
VLO icon
233
Valero Energy
VLO
$116B
$57K 0.04%
+759
New +$66.7K
WP
234
DELISTED
Worldpay, Inc.
WP
$57K 0.04%
+750
New +$65.2K
CBRE icon
235
CBRE Group
CBRE
$40.1B
$56K 0.04%
+1,399
New +$57.9K
AAN.A
236
DELISTED
The Aaron's Company Inc Class A
AAN.A
$56K 0.04%
+1,341
New +$56K
AMD icon
237
Advanced Micro Devices
AMD
$837B
$55K 0.04%
+3,000
New +$64.9K
META icon
238
Meta Platforms (Facebook)
META
$1.72T
$54K 0.04%
+412
New +$59.7K
PLD icon
239
Prologis
PLD
$127B
$54K 0.04%
+912
New +$59.1K
VTRS icon
240
Viatris
VTRS
$19.5B
$54K 0.04%
+1,954
New +$63.3K
SPOT icon
241
Spotify
SPOT
$113B
$53K 0.04%
+470
New +$65.7K
WBA
242
DELISTED
Walgreens Boots Alliance
WBA
$53K 0.04%
+781
New +$60.6K
CVA
243
DELISTED
Covanta Holding Corporation
CVA
$53K 0.04%
+3,950
New +$60.9K
NMRK icon
244
Newmark Group
NMRK
$2.57B
$52K 0.04%
+6,493
New +$61.4K
BBN icon
245
BlackRock Taxable Municipal Bond Trust
BBN
$920M
$51K 0.04%
+2,450
New +$49.9K
GLPI icon
246
Gaming and Leisure Properties
GLPI
$11.7B
$51K 0.04%
+1,565
New +$53K
IJH icon
247
iShares Core S&P Mid-Cap ETF
IJH
$121B
$51K 0.04%
+1,525
New +$55.6K
LEA icon
248
Lear
LEA
$6.08B
$51K 0.04%
+416
New +$55.6K
TCBI icon
249
Texas Capital Bancshares
TCBI
$4.14B
$51K 0.04%
+1,000
New +$63.1K
BAC.PRL icon
250
Bank of America Series L
BAC.PRL
$3.85B
$50K 0.04%
+40
New +$50.8K
8 9
10
11 12

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FWM
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CFS
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Meridian Wealth Advisors's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Meridian Wealth Advisors, which disclosed 462 positions worth $130M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is ExxonMobil: 351,463 shares worth $24M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, followed by Energy and Technology.

  • Meridian Wealth Advisors's largest Q4 2018 buy was ExxonMobil: 351,463 shares worth $24M.
  • Meridian Wealth Advisors's ten largest holdings make up 40% of its $130M portfolio in Q4 2018.
  • Meridian Wealth Advisors disclosed 462 positions in Q4 2018, its first 13F filing on record.

Based on Meridian Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.