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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
SONY icon
426
Sony
SONY
$137B
$6K ﹤0.01%
+625
New +$6.61K
UL icon
427
Unilever
UL
$137B
$6K ﹤0.01%
+110
New +$6.63K
FEP icon
428
First Trust Europe AlphaDEX Fund
FEP
$526M
$5K ﹤0.01%
+150
New +$5.03K
LUV icon
429
Southwest Airlines
LUV
$22B
$5K ﹤0.01%
+100
New +$5.31K
MPT
430
Medical Properties Trust
MPT
$2.77B
$5K ﹤0.01%
+300
New +$4.75K
F icon
431
Ford
F
$58.5B
$4K ﹤0.01%
+500
New +$4.46K
FTV icon
432
Fortive
FTV
$17.9B
$4K ﹤0.01%
+95
New +$4.46K
CHK
433
DELISTED
Chesapeake Energy Corporation
CHK
$4K ﹤0.01%
+9
New +$6.19K
TOO
434
DELISTED
Teekay Offshore Partners L.P.
TOO
$4K ﹤0.01%
+3,000
New +$5.55K
AM
435
DELISTED
ANTERO MIDSTREAM PARTNERS LP
AM
$4K ﹤0.01%
+200
New +$5.66K
GTX icon
436
Garrett Motion
GTX
$5.81B
$3K ﹤0.01%
+213
New +$2.9K
HPE icon
437
Hewlett Packard
HPE
$63.4B
$3K ﹤0.01%
+253
New +$3.79K
GMLP
438
DELISTED
Golar LNG Partners LP
GMLP
$3K ﹤0.01%
+300
New +$3.94K
CC icon
439
Chemours
CC
$2.5B
$2K ﹤0.01%
+60
New +$1.9K
CMG icon
440
Chipotle Mexican Grill
CMG
$47.2B
$2K ﹤0.01%
+250
New +$2.26K
DBI icon
441
Designer Brands
DBI
$307M
$2K ﹤0.01%
+80
New +$2.15K
KDP icon
442
Keurig Dr Pepper
KDP
$42.3B
$2K ﹤0.01%
+75
New +$1.91K
TJX icon
443
TJX Companies
TJX
$174B
$2K ﹤0.01%
+50
New +$2.53K
ZN
444
DELISTED
Zion Oil & Gas, Inc.
ZN
$2K ﹤0.01%
+4,000
New +$3.45K
GM.WS.B
445
DELISTED
General Motors Company
GM.WS.B
$2K ﹤0.01%
+96
New +$1.63K
AMRX icon
446
Amneal Pharmaceuticals
AMRX
$5.85B
$1K ﹤0.01%
+110
New +$1.98K
AVNS
447
DELISTED
Avanos Medical
AVNS
$1K ﹤0.01%
+18
New +$943
DXC icon
448
DXC Technology
DXC
$1.82B
$1K ﹤0.01%
+21
New +$1.45K
EFG icon
449
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$1K ﹤0.01%
+8
New +$583
IQDF icon
450
FlexShares International Quality Dividend Index Fund
IQDF
$1.15B
$1K ﹤0.01%
+68
New +$1.52K
15 16 17
18
19

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SF
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JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
HCM
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FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
SIG
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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.