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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
HSY icon
351
Hershey
HSY
$34.3B
$21K 0.02%
+200
New +$21.3K
SIVB
352
DELISTED
SVB Financial Group
SIVB
$21K 0.02%
+111
New +$27.1K
WLL
353
DELISTED
Whiting Petroleum Corporation
WLL
$21K 0.02%
+12
New +$30.8K
ENB icon
354
Enbridge
ENB
$106B
$20K 0.02%
+633
New +$20.4K
GAB icon
355
Gabelli Equity Trust
GAB
$1.89B
$20K 0.02%
+3,975
New +$22.8K
VTWO icon
356
Vanguard Russell 2000 ETF
VTWO
$16.7B
$20K 0.02%
+370
New +$22.2K
TWOU
357
DELISTED
2U Inc
TWOU
$20K 0.02%
+13
New +$22.9K
DVA icon
358
DaVita
DVA
$12.4B
$19K 0.01%
+360
New +$23.1K
EFSC icon
359
Enterprise Financial Services Corp
EFSC
$2.25B
$19K 0.01%
+500
New +$22.3K
CRZO
360
DELISTED
Carrizo Oil & Gas Inc
CRZO
$19K 0.01%
+1,700
New +$30.2K
BX icon
361
Blackstone
BX
$92.7B
$18K 0.01%
+600
New +$19.8K
HBI
362
DELISTED
Hanesbrands
HBI
$18K 0.01%
+1,400
New +$21.8K
IVV icon
363
iShares Core S&P 500 ETF
IVV
$833B
$18K 0.01%
+70
New +$19K
MRSH
364
Marsh
MRSH
$84.4B
$18K 0.01%
+225
New +$18.8K
VFC icon
365
VF Corp
VFC
$5B
$18K 0.01%
+266
New +$20.3K
WTW icon
366
Willis Towers Watson
WTW
$29.1B
$18K 0.01%
+121
New +$18.1K
ITOT icon
367
iShares Core S&P Total US Stock Market ETF
ITOT
$94.7B
$17K 0.01%
+300
New +$18.4K
RYAAY icon
368
Ryanair
RYAAY
$27.3B
$17K 0.01%
+608
New +$19.4K
BKH icon
369
Black Hills Corp
BKH
$5.38B
$16K 0.01%
+250
New +$15.7K
DES icon
370
WisdomTree US SmallCap Dividend Fund
DES
$2.13B
$16K 0.01%
+660
New +$17.9K
ELV icon
371
Elevance Health
ELV
$89.5B
$16K 0.01%
+60
New +$16.5K
IYF icon
372
iShares US Financials ETF
IYF
$4.27B
$16K 0.01%
+300
New +$17.2K
LAZ icon
373
Lazard
LAZ
$3.57B
$16K 0.01%
+443
New +$17.7K
MUSA icon
374
Murphy USA
MUSA
$9.43B
$16K 0.01%
+212
New +$16.7K
TOL icon
375
Toll Brothers
TOL
$12.2B
$16K 0.01%
+500
New +$16.1K
13 14
15
16 17

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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.