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
+0.75%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$606M
AUM Growth
+$8.27M
Cap. Flow
+$8.29M
Cap. Flow %
1.37%
Top 10 Hldgs %
46.91%
Holding
181
New
5
Increased
48
Reduced
80
Closed
6

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.88M
2
CMG icon
Chipotle Mexican Grill
CMG
+$4.26M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.65M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.92M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.85M

Top Sells

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$3.09M
2
BAC icon
Bank of America
BAC
+$3.08M
3
AMT icon
American Tower
AMT
+$3.05M
4
DVN icon
Devon Energy
DVN
+$2.89M
5
AMZN icon
Amazon
AMZN
+$2.61M

Sector Composition

Rank Sector Weight
1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
126
Tesla
TSLA
$1.23T
$413K 0.07%
1,022
-79
-7% -$25.4K
GDX icon
127
VanEck Gold Miners ETF
GDX
$22.7B
$403K 0.07%
11,870
+137
+1% +$5.26K
EQIX icon
128
Equinix
EQIX
$101B
$398K 0.07%
423
-5
-1% -$4.6K
MELI icon
129
Mercado Libre
MELI
$95.2B
$395K 0.07%
232
– –
CAT icon
130
Caterpillar
CAT
$375B
$385K 0.06%
1,062
-4
-0.4% -$1.55K
INBX icon
131
Inhibrx
INBX
$1.2B
$385K 0.06%
+25,000
New +$381K
INFL icon
132
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.51B
$380K 0.06%
9,968
– –
VZ icon
133
Verizon
VZ
$195B
$376K 0.06%
9,414
-1,163
-11% -$49.1K
ZTS icon
134
Zoetis
ZTS
$32.4B
$373K 0.06%
2,290
– –
MDLZ icon
135
Mondelez International
MDLZ
$79.5B
$372K 0.06%
6,225
-918
-13% -$60.7K
NEE icon
136
NextEra Energy
NEE
$181B
$360K 0.06%
5,026
-3
-0.1% -$233
MRSH
137
Marsh
MRSH
$90.5B
$349K 0.06%
1,644
+3
+0.2% +$666
WM icon
138
Waste Management
WM
$90.6B
$345K 0.06%
1,709
-142
-8% -$30.5K
GS icon
139
Goldman Sachs
GS
$300B
$339K 0.06%
591
+118
+25% +$65.8K
BAC icon
140
Bank of America
BAC
$435B
$334K 0.06%
7,591
-70,116
-90% -$3.08M
KLAC icon
141
KLA
KLAC
$239B
$328K 0.05%
5,200
– –
BSJP
142
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$321K 0.05%
13,902
– –
DVN icon
143
Devon Energy
DVN
$52.1B
$310K 0.05%
9,478
-76,759
-89% -$2.89M
AZO icon
144
AutoZone
AZO
$49.2B
$304K 0.05%
95
-1
-1% -$3.17K
COP icon
145
ConocoPhillips
COP
$147B
$300K 0.05%
3,029
-14
-0.5% -$1.49K
MDT icon
146
Medtronic
MDT
$109B
$297K 0.05%
3,719
-133
-3% -$11.5K
ARCC icon
147
Ares Capital
ARCC
$13.5B
$296K 0.05%
13,500
+2,000
+17% +$43.1K
LBRT icon
148
Liberty Energy
LBRT
$3.05B
$294K 0.05%
14,800
– –
PEG icon
149
Public Service Enterprise Group
PEG
$38.2B
$283K 0.05%
3,345
-8
-0.2% -$708
XLP icon
150
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$281K 0.05%
3,580
-230
-6% -$18.7K
4 5
6
7 8

Similar funds

TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
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
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return

Meridian Wealth Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Meridian Wealth Advisors held 181 positions worth $606M, up 1.4% from $598M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Meridian Wealth Advisors's Q4 2024 filing shows 5 new, 48 increased, 80 reduced and 6 closed positions. Its largest new stake was Berkshire Hathaway Class B: 14,899 shares worth $6.75M. The largest sale was Comcast, an estimated $3.09M.

By sector, the portfolio is most concentrated in Energy at 17% of assets, down from 19% a quarter earlier, followed by Technology and Financials.

  • Meridian Wealth Advisors's largest Q4 2024 buy was Berkshire Hathaway Class B: 14,899 shares worth $6.75M.
  • Meridian Wealth Advisors added most to iShares Core S&P 500 ETF in Q4 2024, an estimated $3.65M increase.
  • Meridian Wealth Advisors's biggest Q4 2024 reduction was Comcast, cutting an estimated $3.09M.
  • Meridian Wealth Advisors fully exited Edwards Lifesciences in Q4 2024, selling an estimated $596K.
  • Meridian Wealth Advisors's ten largest holdings make up 47% of its $606M portfolio in Q4 2024.
  • Meridian Wealth Advisors opened 5 new positions and closed 6 in Q4 2024.
  • Meridian Wealth Advisors's portfolio value rose 1.4% quarter-over-quarter to $606M.

Based on Meridian Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.