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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
RPG icon
126
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$396K 0.07%
10,355
– –
WM icon
127
Waste Management
WM
$90.2B
$396K 0.07%
1,711
+2
+0.1% +$443
SGDM icon
128
Sprott Gold Miners ETF
SGDM
$552M
$379K 0.06%
10,000
– –
ZTS icon
129
Zoetis
ZTS
$32.5B
$377K 0.06%
2,290
– –
VZ icon
130
Verizon
VZ
$198B
$376K 0.06%
8,287
-1,127
-12% -$46.9K
KRP icon
131
Kimbell Royalty Partners
KRP
$1.46B
$370K 0.06%
26,400
-3,950
-13% -$59.7K
AZO icon
132
AutoZone
AZO
$48.9B
$362K 0.06%
95
– –
KLAC icon
133
KLA
KLAC
$235B
$353K 0.06%
5,200
– –
CAT icon
134
Caterpillar
CAT
$379B
$351K 0.06%
1,063
+1
+0.1% +$356
INBX icon
135
Inhibrx
INBX
$1.21B
$350K 0.06%
25,000
– –
EQIX icon
136
Equinix
EQIX
$101B
$345K 0.06%
423
– –
DVN icon
137
Devon Energy
DVN
$51.3B
$341K 0.06%
9,118
-360
-4% -$12.8K
GS icon
138
Goldman Sachs
GS
$300B
$323K 0.05%
592
+1
+0.2% +$602
BSJP
139
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$320K 0.05%
13,902
– –
TSLA icon
140
Tesla
TSLA
$1.28T
$320K 0.05%
1,233
+211
+21% +$70.3K
BAC icon
141
Bank of America
BAC
$436B
$313K 0.05%
7,496
-95
-1% -$4.23K
NKE icon
142
Nike
NKE
$62.5B
$309K 0.05%
4,869
-3,656
-43% -$269K
XLP icon
143
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$301K 0.05%
3,680
+100
+3% +$7.98K
ARCC icon
144
Ares Capital
ARCC
$13.7B
$299K 0.05%
13,500
– –
WMB icon
145
Williams Companies
WMB
$86.7B
$299K 0.05%
5,000
– –
COP icon
146
ConocoPhillips
COP
$145B
$293K 0.05%
2,795
-234
-8% -$23.3K
NVS icon
147
Novartis
NVS
$292B
$290K 0.05%
2,601
– –
ABBV icon
148
AbbVie
ABBV
$436B
$289K 0.05%
1,379
-8
-0.6% -$1.55K
NEE icon
149
NextEra Energy
NEE
$180B
$279K 0.05%
3,940
-1,086
-22% -$76.7K
MDT icon
150
Medtronic
MDT
$110B
$279K 0.05%
3,104
-615
-17% -$55K
4 5
6
7 8

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HCM
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FSCM
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SIG
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RMC
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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.