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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
-14.51%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
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 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC.PRL icon
251
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
$50K 0.04%
+40
New +$50.7K
D icon
252
Dominion Energy
D
$60.8B
$49K 0.04%
+682
New +$49.8K
IP icon
253
International Paper
IP
$21.6B
$49K 0.04%
+1,290
New +$54.1K
KRE icon
254
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$49K 0.04%
+1,050
New +$56.1K
STWD icon
255
Starwood Property Trust
STWD
$5.92B
$49K 0.04%
+2,500
New +$53.9K
JHML icon
256
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
$48K 0.04%
+1,500
New +$52.1K
SLV icon
257
iShares Silver Trust
SLV
$28B
$48K 0.04%
+3,300
New +$45.1K
FDUS icon
258
Fidus Investment
FDUS
$749M
$47K 0.04%
+4,000
New +$54.5K
NEE icon
259
NextEra Energy
NEE
$181B
$47K 0.04%
+1,088
New +$47.6K
VTI icon
260
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$47K 0.04%
+366
New +$50.5K
EHC icon
261
Encompass Health
EHC
$11B
$46K 0.04%
+943
New +$53.6K
VOO icon
262
Vanguard S&P 500 ETF
VOO
$979B
$46K 0.04%
+200
New +$49.5K
GE icon
263
GE Aerospace
GE
$374B
$45K 0.03%
+1,252
New +$56.5K
EOG icon
264
EOG Resources
EOG
$79.2B
$44K 0.03%
+500
New +$53.6K
IWL icon
265
iShares Russell Top 200 ETF
IWL
$2.19B
$44K 0.03%
+750
New +$47.1K
SSNC icon
266
SS&C Technologies
SSNC
$18.1B
$44K 0.03%
+976
New +$47.4K
BDJ icon
267
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
$43K 0.03%
+5,500
New +$46.8K
EMLP icon
268
First Trust North American Energy Infrastructure Fund
EMLP
$4.11B
$43K 0.03%
+2,000
New +$45.9K
VOE icon
269
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
$43K 0.03%
+450
New +$47.2K
CEN
270
DELISTED
Center Coast Brookfield MLP & Energy Infrastructure Fund
CEN
$43K 0.03%
+635
New +$52.6K
BSJJ
271
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$43K 0.03%
+1,800
New +$43.2K
ANET icon
272
Arista Networks
ANET
$227B
$42K 0.03%
+3,200
New +$46K
APPN icon
273
Appian
APPN
$1.98B
$42K 0.03%
+1,580
New +$42.2K
SCHX icon
274
Schwab US Large- Cap ETF
SCHX
$71.8B
$42K 0.03%
+4,200
New +$45.1K
WFC icon
275
Wells Fargo
WFC
$261B
$42K 0.03%
+920
New +$47.1K
9 10
11
12 13

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SF
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JGUA
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HCM
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
OM
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RMC
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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 Energy at 27% of assets, followed by Technology and Financials.

  • 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.