Meridian Wealth Advisors, LLC

13F filer, CIK 1768095, AUSTIN, TX

Meridian Wealth Advisors, LLC reported $597,997,660 across 176 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-24. Its ten largest share positions make up 46.16% of the portfolio.

Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001117

Period: 2024-09-30
Reported value: $598M
Holdings: 176
Top 10 weight: 46.16%
New: 10
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
METAadded	+5,736	$3.28M
IVVadded	+5,441	$3.14M
AVGOadded	+14,038	$2.42M
PGadded	+12,906	$2.24M
IAUadded	+24,447	$1.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DEOexited	-23,621	-$2.98M
ELexited	-14,415	-$1.53M
EWreduced	-22,584	-$1.49M
USMVreduced	-11,878	-$1.08M
VIGreduced	-3,849	-$762K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001117, largest first. % of portfolio is the value over $597,997,660, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AESIATLAS ENERGY SOLUTIONS INC	2,680,146	$58.4M	9.77%	+2,656	Timeline
IVVISHARES TR	99,824	$57.6M	9.63%	+5,441	Timeline
XOMEXXON MOBIL CORP	315,142	$36.9M	6.18%	-948	Timeline
MSFTMICROSOFT CORP	52,896	$22.8M	3.81%	-566	Timeline
AAPLAPPLE INC	96,369	$22.5M	3.75%	-3,268	Timeline
IAUISHARES GOLD TR	425,942	$21.2M	3.54%	+24,447	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	33,988	$19.5M	3.26%	+902	Timeline
AMZNAMAZON COM INC	67,581	$12.6M	2.11%	-2,391	Timeline
VIGVANGUARD SPECIALIZED FUNDS	62,924	$12.5M	2.08%	-3,849	Timeline
JPMJPMORGAN CHASE & CO	57,715	$12.2M	2.04%	+1,483	Timeline
USMVISHARES TR	124,045	$11.3M	1.89%	-11,878	Timeline
PTLCPACER FDS TR	206,249	$10.8M	1.81%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	10,780	$9.56M	1.6%	-145	Timeline
ETNEATON CORP PLC	27,708	$9.18M	1.54%	-479	Timeline
GOOGLALPHABET INC	54,171	$8.98M	1.5%	-146	Timeline
TTTRANE TECHNOLOGIES PLC	23,007	$8.94M	1.5%	-246	Timeline
VOVANGUARD INDEX FDS	31,862	$8.41M	1.41%	+3,864	Timeline
HDHOME DEPOT INC	18,903	$7.66M	1.28%	+597	Timeline
UNHUNITEDHEALTH GROUP INC	13,078	$7.65M	1.28%	+8	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	12,669	$7.22M	1.21%	-124	Timeline
NVDANVIDIA CORPORATION	58,736	$7.13M	1.19%	+722	Timeline
VVISA INC	25,629	$7.05M	1.18%	+489	Timeline
ALLALLSTATE CORP	33,097	$6.28M	1.05%	+1,067	Timeline
LLYELI LILLY & CO	6,892	$6.11M	1.02%	-8	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	37,855	$6.08M	1.02%	+792	Timeline
UNPUNION PAC CORP	24,469	$6.03M	1.01%	+573	Timeline
ORLYOREILLY AUTOMOTIVE INC	5,228	$6.02M	1.01%	-127	Timeline
MRKMERCK & CO INC	52,498	$5.96M	1%	-1,691	Timeline
SPGIS&P GLOBAL INC	11,255	$5.81M	0.97%	+270	Timeline
VEAVANGUARD TAX-MANAGED FDS	106,516	$5.63M	0.94%	-2,059	Timeline
CRMSALESFORCE INC	19,818	$5.42M	0.91%	+449	Timeline
MPCMARATHON PETE CORP	30,701	$5M	0.84%	+1,254	Timeline
ADBEADOBE INC	9,617	$4.98M	0.83%	+204	Timeline
FISVFISERV INC	26,360	$4.74M	0.79%	+585	Timeline
METAMETA PLATFORMS INC	7,835	$4.48M	0.75%	+5,736	Timeline
AMTAMERICAN TOWER CORP	19,166	$4.46M	0.75%	+2,978	Timeline
XLKSELECT SECTOR SPDR TR	19,657	$4.44M	0.74%	-1,675	Timeline
PGPROCTER & GAMBLE CO	25,588	$4.43M	0.74%	+12,906	Timeline
AMDADVANCED MICRO DEVICES INC	26,163	$4.29M	0.72%	+582	Timeline
SDYSPDR SERIES TRUST	29,961	$4.26M	0.71%	-2,340	Timeline
IQVIQVIA HLDGS INC	17,178	$4.07M	0.68%	+1,071	Timeline
CMCSACOMCAST CORP NEW	93,667	$3.91M	0.65%	+8,300	Timeline
APDAIR PRODUCTS AND CHEMICALS I	12,491	$3.72M	0.62%	+887	Timeline
STESTERIS PLC	14,876	$3.61M	0.6%	+1,086	Timeline
DVNDEVON ENERGY CORP NEW	86,237	$3.37M	0.56%	+3,048	Timeline
GOOGALPHABET INC	19,621	$3.28M	0.55%	+2,017	Timeline
BACBANK OF AMER CORP	77,707	$3.08M	0.52%	+2,222	Timeline
KOCOCA COLA CO	42,356	$3.04M	0.51%	-881	Timeline
AVGOBROADCOM INC	15,421	$2.66M	0.44%	+14,038	Timeline
IWFISHARES TR	7,079	$2.66M	0.44%	-197	Timeline
DIVOAMPLIFY ETF TR	63,579	$2.62M	0.44%	-475	Timeline
AMGNAMGEN INC	8,110	$2.61M	0.44%	+102	Timeline
WMTWALMART INC	28,420	$2.29M	0.38%	-1,828	Timeline
IVWISHARES TR	23,770	$2.28M	0.38%	+33	Timeline
PEPPEPSICO INC	12,269	$2.09M	0.35%	-321	Timeline
JNJJOHNSON & JOHNSON	12,790	$2.07M	0.35%	-1,678	Timeline
VTWOVANGUARD SCOTTSDALE FDS	19,733	$1.76M	0.29%	+1,001	Timeline
LOWLOWES COS INC	6,445	$1.75M	0.29%	+1	Timeline
CSQCALAMOS STRATEGIC TOTAL RETU	97,222	$1.69M	0.28%	0	Timeline
HONHONEYWELL INTL INC	7,608	$1.57M	0.26%	+478	Timeline
VHTVANGUARD WORLD FD	5,474	$1.54M	0.26%	+1	Timeline
EPDENTERPRISE PRODS PARTNERS L	52,348	$1.52M	0.25%	-500	Timeline
ADIANALOG DEVICES INC	6,542	$1.51M	0.25%	+1,532	Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,771	$1.5M	0.25%	-89	Timeline
RJFRAYMOND JAMES FINL INC	12,094	$1.48M	0.25%	-575	Timeline
CVXCHEVRON CORPORATION	9,726	$1.43M	0.24%	+432	Timeline
MAMASTERCARD INCORPORATED	2,877	$1.42M	0.24%	-42	Timeline
GLDSPDR GOLD TR	5,774	$1.4M	0.23%	-87	Timeline
IYWISHARES TR	9,216	$1.4M	0.23%	0	Timeline
MCDMCDONALDS CORP	4,451	$1.36M	0.23%	-87	Timeline
VTIVANGUARD INDEX FDS	4,617	$1.31M	0.22%	+625	Timeline
MSIMOTOROLA SOLUTIONS INC	2,865	$1.29M	0.22%	+21	Timeline
LMTLOCKHEED MARTIN CORP	2,169	$1.27M	0.21%	+207	Timeline
PFEPFIZER INC	40,475	$1.17M	0.2%	+1,039	Timeline
CBCHUBB LIMITED	4,002	$1.15M	0.19%	-659	Timeline
PTMCPACER FDS TR	31,037	$1.15M	0.19%	0	Timeline
VOOVANGUARD INDEX FDS	2,108	$1.11M	0.19%	+4	Timeline
BLACKROCK INCBLACKROCK INC	1,168	$1.11M	0.19%	+21
TMOTHERMO FISHER SCIENTIFIC INC	1,654	$1.02M	0.17%	-7	Timeline
QCOMQUALCOMM INC	5,999	$1.02M	0.17%	-150	Timeline
IWBISHARES TR	3,143	$988K	0.17%	0	Timeline
ETENERGY TRANSFER L P	61,054	$980K	0.16%	0	Timeline
QQQINVESCO QQQ TR	1,835	$896K	0.15%	+1	Timeline
DHRDANAHER CORP DEL	3,184	$885K	0.15%	+102	Timeline
ABTABBOTT LABORATORIES	7,654	$873K	0.15%	+39	Timeline
NKENIKE INC	9,349	$826K	0.14%	+188	Timeline
BXBLACKSTONE INC	5,235	$802K	0.13%	0	Timeline
VUGVANGUARD INDEX FDS	2,016	$774K	0.13%	0	Timeline
TAT&T INC	34,055	$749K	0.13%	0	Timeline
VVVANGUARD INDEX FDS	2,750	$724K	0.12%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,611	$723K	0.12%	-44	Timeline
RTXRTX CORPORATION	5,917	$717K	0.12%	+207	Timeline
XLVSELECT SECTOR SPDR TR	4,605	$709K	0.12%	0	Timeline
TJXTJX COS INC NEW	5,867	$690K	0.12%	+862	Timeline
AXPAMERICAN EXPRESS CO	2,508	$680K	0.11%	-85	Timeline
XLISELECT SECTOR SPDR TR	4,895	$663K	0.11%	0	Timeline
TXNTEXAS INSTRS INC	3,203	$662K	0.11%	+100	Timeline
PANWPALO ALTO NETWORKS INC	1,805	$617K	0.1%	-20	Timeline
CMECME GROUP INC	2,766	$610K	0.1%	+1	Timeline
CSCOCISCO SYS INC	11,401	$607K	0.1%	-10,517	Timeline
EWEDWARDS LIFESCIENCES CORP	9,033	$596K	0.1%	-22,584	Timeline
XLFSELECT SECTOR SPDR TR	12,582	$570K	0.1%	-1,915	Timeline
IJRISHARES TR	4,781	$559K	0.09%	+2,745	Timeline
IWDISHARES TR	2,898	$550K	0.09%	+126	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,165	$550K	0.09%	0	Timeline
XLYSELECT SECTOR SPDR TR	2,740	$549K	0.09%	0	Timeline
ACNACCENTURE PLC IRELAND	1,542	$545K	0.09%	-27	Timeline
ITWILLINOIS TOOL WKS INC	2,076	$544K	0.09%	0	Timeline
VOTVANGUARD INDEX FDS	2,224	$541K	0.09%	+50	Timeline
ORCLORACLE CORP	3,159	$538K	0.09%	+308	Timeline
IUSGISHARES TR	4,075	$538K	0.09%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,999	$537K	0.09%	0	Timeline
TLTISHARES TR	5,427	$532K	0.09%	+1,770	Timeline
MDLZMONDELEZ INTL INC	7,143	$526K	0.09%	-1,521	Timeline
SITIO ROYALTIES CORPSITIO ROYALTIES CORP	25,207	$525K	0.09%	-25,364
MGCVANGUARD WORLD FD	2,488	$514K	0.09%	0	Timeline
KRPKIMBELL RTY PARTNERS LP	31,350	$504K	0.08%	-700	Timeline
VTVVANGUARD INDEX FDS	2,841	$496K	0.08%	0	Timeline
VISVANGUARD WORLD FD	1,870	$486K	0.08%	+1	Timeline
SCHDSCHWAB STRATEGIC TR	5,721	$484K	0.08%	0	Timeline
NOWSERVICENOW INC	540	$483K	0.08%	0	Timeline
RSGREPUBLIC SVCS INC	2,376	$477K	0.08%	-6	Timeline
MELIMERCADOLIBRE INC	232	$476K	0.08%	0	Timeline
VZVERIZON COMMUNICATIONS INC	10,577	$475K	0.08%	+1,616	Timeline
GDXVANECK ETF TRUST	11,733	$467K	0.08%	0	Timeline
PNCPNC FINL SVCS GROUP INC	2,485	$459K	0.08%	+193	Timeline
ZTSZOETIS INC	2,290	$447K	0.07%	0	Timeline
PFFDGLOBAL X FDS	21,500	$447K	0.07%	new	Timeline
NEENEXTERA ENERGY INC	5,029	$425K	0.07%	+427	Timeline
IQLTISHARES TR	10,132	$420K	0.07%	-1	Timeline
CATCATERPILLAR INC	1,066	$417K	0.07%	+107	Timeline
RPGINVESCO EXCHANGE TRADED FD T	10,355	$407K	0.07%	0	Timeline
OKEONEOK INC NEW	4,430	$404K	0.07%	-166	Timeline
KLACKLA CORP	520	$403K	0.07%	0	Timeline
WMWASTE MGMT INC DEL	1,851	$384K	0.06%	+2	Timeline
EQIXEQUINIX INC	428	$380K	0.06%	+139	Timeline
INFLLISTED FDS TR	9,968	$375K	0.06%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,641	$366K	0.06%	-6	Timeline
MDTMEDTRONIC PLC	3,852	$347K	0.06%	-812	Timeline
STWDSTARWOOD PPTY TR INC	16,400	$334K	0.06%	+1,000	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	13,902	$321K	0.05%	0
COPCONOCOPHILLIPS	3,043	$320K	0.05%	+294	Timeline
XLPSELECT SECTOR SPDR TR	3,810	$316K	0.05%	0	Timeline
ICLNISHARES TR	21,188	$311K	0.05%	0	Timeline
SGDMSPROTT ETF TRUST	10,000	$310K	0.05%	0	Timeline
FANGDIAMONDBACK ENERGY INC	1,757	$303K	0.05%	-525	Timeline
AZOAUTOZONE INC	96	$302K	0.05%	+16	Timeline
NVSNOVARTIS AG	2,601	$299K	0.05%	0	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	3,353	$299K	0.05%	+4	Timeline
NXPINXP SEMICONDUCTORS N V	1,246	$299K	0.05%	-23	Timeline
ABBVABBVIE INC	1,504	$297K	0.05%	-70	Timeline
TSLATESLA INC	1,101	$288K	0.05%	-114	Timeline
LBRTLIBERTY ENERGY INC	14,800	$283K	0.05%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,029	$277K	0.05%	-131	Timeline
SPHDINVESCO EXCH TRADED FD TR II	5,250	$265K	0.04%	0	Timeline
AMATAPPLIED MATLS INC	1,290	$261K	0.04%	-30	Timeline
EFAVISHARES TR	3,390	$260K	0.04%	0	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	1,975	$260K	0.04%	-1,975	Timeline
SPYMSPDR SERIES TRUST	3,777	$255K	0.04%	+4	Timeline
KMBKIMBERLY-CLARK CORP	1,789	$255K	0.04%	0	Timeline
FISFIDELITY NATL INFORMATION SV	3,012	$252K	0.04%	new	Timeline
ARCCARES CAPITAL CORP	11,500	$241K	0.04%	new	Timeline
XYZBLOCK INC	3,539	$238K	0.04%	0	Timeline
PSXPHILLIPS 66	1,789	$235K	0.04%	new	Timeline
GSGOLDMAN SACHS GROUP INC	473	$234K	0.04%	new	Timeline
WMBWILLIAMS COS INC	5,000	$228K	0.04%	0	Timeline
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A	5,012	$226K	0.04%	new
STZCONSTELLATION BRANDS INC	862	$222K	0.04%	new	Timeline
VGTVANGUARD WORLD FD	378	$222K	0.04%	0	Timeline
PRKPARK NATL CORP	1,310	$220K	0.04%	new	Timeline
RBBNRIBBON COMMUNICATIONS INC	64,866	$211K	0.04%	0	Timeline
MMM3M CO	1,498	$205K	0.03%	new	Timeline
IVZINVESCO LTD	10,798	$190K	0.03%	0	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	17,936	$156K	0.03%	0	Timeline
RSVRRESERVOIR MEDIA INC	10,000	$81.1K	0.01%	0	Timeline
PUMPPROPETRO HLDG CORP	10,000	$76.6K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DEODIAGEO PLC	23,621	$2.98M	shares
ELLAUDER ESTEE COS INC	14,415	$1.53M	shares
SMSM ENERGY COMPANY	7,720	$334K	shares
CVSCVS HEALTH CORP	4,872	$288K	shares
FPEFIRST TR EXCH TRADED FD III	16,532	$287K	shares
CSXCSX CORP	7,500	$251K	shares
EOGEOG RES INC	1,943	$245K	shares
CNICANADIAN NATL RY CO	1,700	$201K	shares
BGCBGC GROUP INC	11,100	$92.1K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001117	base		2024-10-24	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC