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
SGDM icon
151
Sprott Gold Miners ETF
SGDM
$547M
$278K 0.05%
10,000
– –
FTC icon
152
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.3B
$273K 0.05%
1,975
– –
WMB icon
153
Williams Companies
WMB
$87.5B
$271K 0.04%
5,000
– –
STWD icon
154
Starwood Property Trust
STWD
$5.92B
$263K 0.04%
13,900
-2,500
-15% -$49.5K
SPYM
155
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$261K 0.04%
3,782
+5
+0.1% +$347
UPS icon
156
United Parcel Service
UPS
$88.6B
$256K 0.04%
2,029
– –
SPHD icon
157
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$254K 0.04%
5,250
– –
NVS icon
158
Novartis
NVS
$297B
$253K 0.04%
2,601
– –
ABBV icon
159
AbbVie
ABBV
$443B
$246K 0.04%
1,387
-117
-8% -$21.5K
XYZ
160
Block Inc
XYZ
$48.4B
$243K 0.04%
2,864
-675
-19% -$55.4K
EFAV icon
161
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$240K 0.04%
3,390
– –
VGT icon
162
Vanguard Information Technology ETF
VGT
$139B
$235K 0.04%
3,024
– –
KMB icon
163
Kimberly-Clark
KMB
$36.3B
$234K 0.04%
1,789
– –
FIS icon
164
Fidelity National Information Services
FIS
$23.1B
$232K 0.04%
2,871
-141
-5% -$12.1K
FANG icon
165
Diamondback Energy
FANG
$57.1B
$229K 0.04%
1,397
-360
-20% -$63.4K
ICLN icon
166
iShares Global Clean Energy ETF
ICLN
$2.31B
$228K 0.04%
20,074
-1,114
-5% -$14.1K
PRK icon
167
Park National Corp
PRK
$3.76B
$225K 0.04%
1,310
– –
EMR icon
168
Emerson Electric
EMR
$83.9B
$223K 0.04%
+1,798
New +$218K
AMAT icon
169
Applied Materials
AMAT
$403B
$210K 0.03%
1,290
– –
VNOM icon
170
Viper Energy
VNOM
$8.71B
$209K 0.03%
4,260
-752
-15% -$38.7K
PSX icon
171
Phillips 66
PSX
$84.9B
$200K 0.03%
1,757
-32
-2% -$4.07K
IVZ icon
172
Invesco
IVZ
$13.1B
$189K 0.03%
10,798
– –
EXG icon
173
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.99B
$147K 0.02%
17,936
– –
RSVR
174
DELISTED
Reservoir Media
RSVR
$136K 0.02%
14,974
+4,974
+50% +$43.9K
PUMP icon
175
ProPetro Holding
PUMP
$1.36B
$93.3K 0.02%
10,000
– –
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.