Meridian Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$5.78M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.67M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$4.63M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$2.08M |
| 5 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
+$1.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.25M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$1.31M |
| 4 |
Enterprise Products Partners
EPD
|
+$1.04M |
| 5 |
Alerian MLP ETF
AMLP
|
+$769K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 32.42% |
| 2 | Energy | 29.23% |
| 3 | Technology | 9.46% |
| 4 | Financials | 7.69% |
| 5 | Healthcare | 6.81% |
Similar funds
Meridian Wealth Advisors's Q1 2019 Portfolio in Review
As of Q1 2019, Meridian Wealth Advisors held 466 positions worth $137M, up 5.3% from $130M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Meridian Wealth Advisors withdrew a net $10.9M in Q1 2019, closing 343 positions and reducing 36 holdings. Its most notable exit was WisdomTree Japan Hedged Equity Fund, an estimated $1.31M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 29% a quarter earlier, followed by Energy and Technology.
Against the trend, Meridian Wealth Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF worth $4.76M.
- Meridian Wealth Advisors's largest Q1 2019 buy was iShares MSCI EAFE Min Vol Factor ETF: 66,087 shares worth $4.76M.
- Meridian Wealth Advisors added most to Pacer Trendpilot US Large Cap ETF in Q1 2019, an estimated $5.78M increase.
- Meridian Wealth Advisors's biggest Q1 2019 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $2.3M.
- Meridian Wealth Advisors fully exited WisdomTree Japan Hedged Equity Fund in Q1 2019, selling an estimated $1.31M.
- Meridian Wealth Advisors's ten largest holdings make up 51% of its $137M portfolio in Q1 2019.
- Meridian Wealth Advisors opened 4 new positions and closed 343 in Q1 2019.
- Meridian Wealth Advisors's portfolio value rose 5.3% quarter-over-quarter to $137M.
Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.