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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
-2.05%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$589M
AUM Growth
-$17.2M
Cap. Flow
+$3.77M
Cap. Flow %
0.64%
Top 10 Hldgs %
46.7%
Holding
181
New
6
Increased
57
Reduced
63
Closed
11

Top Buys

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.44M
2
MCK icon
McKesson
MCK
+$4.21M
3
NVDA icon
NVIDIA
NVDA
+$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IAU icon
iShares Gold Trust
IAU
+$1.98M

Top Sells

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$6.03M
2
PG icon
Procter & Gamble
PG
+$4.05M
3
STE icon
Steris
STE
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
AMT icon
American Tower
AMT
+$689K

Sector Composition

Rank Sector Weight
1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$183B
$1.03M 0.17%
7,760
+1
+0% +$127
BLK icon
77
Blackrock
BLK
$169B
$1.02M 0.17%
1,075
-69
-6% -$67.6K
PFE icon
78
Pfizer
PFE
$143B
$984K 0.17%
38,825
-691
-2% -$18.1K
LMT icon
79
Lockheed Martin
LMT
$134B
$970K 0.16%
2,170
+6
+0.3% +$2.76K
IWB icon
80
iShares Russell 1000 ETF
IWB
$48.3B
$967K 0.16%
3,151
– –
T icon
81
AT&T
T
$159B
$963K 0.16%
34,055
– –
QCOM icon
82
Qualcomm
QCOM
$155B
$886K 0.15%
5,769
+40
+0.7% +$6.52K
PG icon
83
Procter & Gamble
PG
$336B
$877K 0.15%
5,148
-24,169
-82% -$4.05M
ADP icon
84
Automatic Data Processing
ADP
$106B
$797K 0.14%
2,610
-4
-0.2% -$1.21K
BX icon
85
Blackstone
BX
$102B
$774K 0.13%
5,535
+300
+6% +$48.7K
VUG icon
86
Vanguard Morningstar Growth ETF
VUG
$220B
$748K 0.13%
12,096
– –
CSCO icon
87
Cisco
CSCO
$457B
$716K 0.12%
11,601
+8
+0.1% +$493
TJX icon
88
TJX Companies
TJX
$174B
$710K 0.12%
5,828
+3
+0.1% +$364
PANW icon
89
Palo Alto Networks
PANW
$270B
$708K 0.12%
4,152
-14
-0.3% -$2.59K
VV icon
90
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$707K 0.12%
2,750
– –
RTX icon
91
RTX Corp
RTX
$290B
$697K 0.12%
5,263
-643
-11% -$81.5K
TMO icon
92
Thermo Fisher Scientific
TMO
$213B
$694K 0.12%
1,394
-260
-16% -$141K
AXP icon
93
American Express
AXP
$227B
$675K 0.11%
2,508
– –
XLV icon
94
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$667K 0.11%
4,565
-40
-0.9% -$5.81K
RSP icon
95
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$641K 0.11%
3,699
– –
DHR icon
96
Danaher
DHR
$137B
$630K 0.11%
3,075
– –
XLI icon
97
State Street Industrial Select Sector SPDR ETF
XLI
$32.7B
$630K 0.11%
4,805
– –
CME icon
98
CME Group
CME
$96.3B
$629K 0.11%
2,372
-394
-14% -$97.2K
XLF icon
99
State Street Financial Select Sector SPDR ETF
XLF
$57.6B
$627K 0.11%
12,582
– –
RSG icon
100
Republic Services
RSG
$64.8B
$606K 0.1%
2,503
-75
-3% -$16.8K
2 3
4
5 6

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Meridian Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Meridian Wealth Advisors held 181 positions worth $589M, down 2.8% from $606M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Meridian Wealth Advisors's Q1 2025 filing shows 6 new, 57 increased, 63 reduced and 11 closed positions. Its largest new stake was McKesson: 6,816 shares worth $4.59M. The largest sale was Intercontinental Exchange, an estimated $6.03M.

By sector, the portfolio is most concentrated in Energy at 16% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • Meridian Wealth Advisors's largest Q1 2025 buy was McKesson: 6,816 shares worth $4.59M.
  • Meridian Wealth Advisors added most to Walmart Inc in Q1 2025, an estimated $4.44M increase.
  • Meridian Wealth Advisors's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $6.03M.
  • Meridian Wealth Advisors fully exited Steris in Q1 2025, selling an estimated $2.8M.
  • Meridian Wealth Advisors's ten largest holdings make up 47% of its $589M portfolio in Q1 2025.
  • Meridian Wealth Advisors opened 6 new positions and closed 11 in Q1 2025.
  • Meridian Wealth Advisors's portfolio value fell 2.8% quarter-over-quarter to $589M.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.