We are live on ! Find out more
MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
+6.88%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
+$17.8M
Cap. Flow %
2.82%
Top 10 Hldgs %
44.32%
Holding
183
New
13
Increased
54
Reduced
61
Closed
3

Top Buys

Rank Stock Value
1
OEF icon
iShares S&P 100 ETF
OEF
+$13.2M
2
MMM icon
3M
MMM
+$3.39M
3
IAU icon
iShares Gold Trust
IAU
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$4.46M
2
AESI icon
Atlas Energy Solutions
AESI
+$2.3M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

Rank Sector Weight
1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$337B
$6.28M 0.99%
17,130
+148
+0.9% +$53.6K
WMT icon
27
Walmart Inc
WMT
$909B
$6.2M 0.98%
63,434
-12,052
-16% -$1.15M
AVGO icon
28
Broadcom
AVGO
$1.76T
$5.87M 0.93%
21,277
+8,155
+62% +$1.77M
UNP icon
29
Union Pacific
UNP
$174B
$5.7M 0.9%
24,784
-41
-0.2% -$9.1K
CRM icon
30
Salesforce
CRM
$154B
$5.69M 0.9%
20,855
+1,006
+5% +$269K
ALL icon
31
Allstate
ALL
$70.6B
$5.62M 0.89%
27,903
-6,071
-18% -$1.21M
MCK icon
32
McKesson
MCK
$104B
$5.21M 0.82%
7,103
+287
+4% +$203K
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$109B
$5M 0.79%
39,508
-468
-1% -$51.9K
LLY icon
34
Eli Lilly
LLY
$1.08T
$4.97M 0.79%
6,380
-24
-0.4% -$18.6K
TT icon
35
Trane Technologies
TT
$98.8B
$4.9M 0.77%
11,194
-11,296
-50% -$4.46M
AMD icon
36
Advanced Micro Devices
AMD
$700B
$4.7M 0.74%
33,099
-1,418
-4% -$154K
FISV
37
Fiserv Inc
FISV
$29.7B
$4.68M 0.74%
27,169
+304
+1% +$55.1K
MPC icon
38
Marathon Petroleum
MPC
$90.1B
$4.27M 0.68%
25,701
+1,531
+6% +$229K
NXPI icon
39
NXP Semiconductors
NXPI
$60.8B
$4.2M 0.66%
19,215
-1,536
-7% -$300K
MRK icon
40
Merck
MRK
$322B
$4.2M 0.66%
53,027
-783
-1% -$62.2K
UNH icon
41
UnitedHealth
UNH
$382B
$4.17M 0.66%
13,361
+433
+3% +$165K
O icon
42
Realty Income
O
$61.1B
$4.17M 0.66%
72,298
-3,013
-4% -$170K
SDY icon
43
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$4.12M 0.65%
30,338
+920
+3% +$122K
ADBE icon
44
Adobe
ADBE
$105B
$3.9M 0.62%
10,075
+162
+2% +$62.4K
MMM icon
45
3M
MMM
$91.8B
$3.84M 0.61%
25,203
+23,686
+1,561% +$3.39M
APD icon
46
Air Products & Chemicals
APD
$65.5B
$3.68M 0.58%
13,052
-309
-2% -$84.5K
CMG icon
47
Chipotle Mexican Grill
CMG
$43.9B
$3.45M 0.55%
61,468
-6,528
-10% -$332K
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.11T
$3.21M 0.51%
18,068
-1,140
-6% -$188K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$117B
$2.87M 0.45%
27,072
-1,264
-4% -$121K
KO icon
50
Coca-Cola
KO
$383B
$2.74M 0.43%
38,709
-186
-0.5% -$13.2K
1
2
3 4 5

Similar funds

RFM
Ranmore Fund Management Cobham, United Kingdom $757M AUM 1.93% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
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

Meridian Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Meridian Wealth Advisors held 183 positions worth $632M, up 7.4% from $589M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meridian Wealth Advisors's Q2 2025 filing shows 13 new, 54 increased, 61 reduced and 3 closed positions. Its largest new stake was iShares S&P 100 ETF: 47,395 shares worth $14.4M. The largest sale was Trane Technologies, an estimated $4.46M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Energy and Financials.

  • Meridian Wealth Advisors's largest Q2 2025 buy was iShares S&P 100 ETF: 47,395 shares worth $14.4M.
  • Meridian Wealth Advisors added most to 3M in Q2 2025, an estimated $3.39M increase.
  • Meridian Wealth Advisors's biggest Q2 2025 reduction was Trane Technologies, cutting an estimated $4.46M.
  • Meridian Wealth Advisors fully exited Devon Energy in Q2 2025, selling an estimated $341K.
  • Meridian Wealth Advisors's ten largest holdings make up 44% of its $632M portfolio in Q2 2025.
  • Meridian Wealth Advisors opened 13 new positions and closed 3 in Q2 2025.
  • Meridian Wealth Advisors's portfolio value rose 7.4% quarter-over-quarter to $632M.

Based on Meridian Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.