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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $880M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+6.88%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
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 Miscellaneous 39.23%
2 Technology 16.15%
3 Energy 12.07%
4 Financials 9.16%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
126
KLA
KLAC
$219B
$466K 0.07%
5,200
– –
SCHD icon
127
Schwab US Dividend Equity ETF
SCHD
$110B
$455K 0.07%
17,163
– –
SGDM icon
128
Sprott Gold Miners ETF
SGDM
$690M
$452K 0.07%
10,000
– –
ACN icon
129
Accenture
ACN
$116B
$429K 0.07%
1,435
-14
-1% -$4.26K
PNC icon
130
PNC Financial Services
PNC
$92.4B
$427K 0.07%
2,292
-184
-7% -$31.1K
TLT icon
131
iShares 20+ Year Treasury Bond ETF
TLT
$46.5B
$423K 0.07%
4,793
+2,579
+116% +$225K
CAT icon
132
Caterpillar
CAT
$360B
$413K 0.07%
1,063
– –
MDLZ icon
133
Mondelez International
MDLZ
$79.6B
$406K 0.06%
6,015
– –
WM icon
134
Waste Management
WM
$85.5B
$392K 0.06%
1,713
+2
+0.1% +$464
TCBX icon
135
Third Coast Bancshares
TCBX
$738M
$377K 0.06%
+11,532
New +$352K
TSLA icon
136
Tesla
TSLA
$1.41T
$366K 0.06%
1,152
-81
-7% -$24.4K
MRSH
137
Marsh
MRSH
$84.4B
$361K 0.06%
1,650
+3
+0.2% +$677
ZTS icon
138
Zoetis
ZTS
$30.2B
$357K 0.06%
2,290
– –
INBX icon
139
Inhibrx
INBX
$1.5B
$357K 0.06%
25,000
– –
BAC icon
140
Bank of America
BAC
$405B
$355K 0.06%
7,508
+12
+0.2% +$505
KRP icon
141
Kimbell Royalty Partners
KRP
$1.47B
$355K 0.06%
25,400
-1,000
-4% -$13.1K
AZO icon
142
AutoZone
AZO
$46.5B
$353K 0.06%
95
– –
NKE icon
143
Nike
NKE
$53.1B
$342K 0.05%
4,820
-49
-1% -$2.94K
EQIX icon
144
Equinix
EQIX
$100B
$337K 0.05%
424
+1
+0.2% +$848
BSJP
145
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$321K 0.05%
13,902
– –
NVS icon
146
Novartis
NVS
$264B
$315K 0.05%
2,601
– –
WMB icon
147
Williams Companies
WMB
$86.7B
$314K 0.05%
5,000
– –
STR
148
DELISTED
Sitio Royalties
STR
$313K 0.05%
17,011
-5,699
-25% -$102K
VZ icon
149
Verizon
VZ
$207B
$312K 0.05%
7,200
-1,087
-13% -$47.1K
FTC icon
150
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.29B
$298K 0.05%
1,975
– –
4 5
6
7 8

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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 Miscellaneous at 39% of assets, up from 35% a quarter earlier, followed by Technology and Energy.

  • 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.