Meridian Wealth Advisors, LLC

13F filer, CIK 1768095, AUSTIN, TX

Meridian Wealth Advisors, LLC reported $606,270,548 across 175 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11. Its ten largest share positions make up 46.91% of the portfolio.

Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001951757-25-000238

Period: 2024-12-31
Reported value: $606M
Holdings: 175
Top 10 weight: 46.91%
New: 6
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Bnew	+14,899	$6.75M
CMGnew	+70,716	$4.26M
IVVadded	+6,163	$3.63M
VOOadded	+5,267	$2.84M
NXPIadded	+12,838	$2.67M

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
BACreduced	-70,116	-$3.08M
AMZNreduced	-12,737	-$2.79M
CMCSAreduced	-74,435	-$2.79M
AMTreduced	-14,722	-$2.7M
DVNreduced	-76,759	-$2.51M

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, Q4 2024

Share positions as resolved from 13F-HR 0001951757-25-000238, largest first. % of portfolio is the value over $606,270,548, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	105,987	$62.4M	10.29%	+6,163	Timeline
AESIATLAS ENERGY SOLUTIONS INC	2,678,800	$59.4M	9.8%	-1,346	Timeline
XOMEXXON MOBIL CORP	312,330	$33.6M	5.54%	-2,812	Timeline
AAPLAPPLE INC	97,554	$24.4M	4.03%	+1,185	Timeline
IAUISHARES GOLD TR	473,052	$23.4M	3.86%	+47,110	Timeline
MSFTMICROSOFT CORP	54,910	$23.1M	3.82%	+2,014	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	34,003	$19.9M	3.29%	+15	Timeline
JPMJPMORGAN CHASE & CO	57,323	$13.7M	2.27%	-392	Timeline
VIGVANGUARD SPECIALIZED FUNDS	62,860	$12.3M	2.03%	-64	Timeline
AMZNAMAZON COM INC	54,844	$12M	1.98%	-12,737	Timeline
GOOGLALPHABET INC	58,713	$11.1M	1.83%	+4,542	Timeline
PTLCPACER FDS TR	206,249	$11M	1.82%	0	Timeline
USMVISHARES TR	122,026	$10.8M	1.79%	-2,019	Timeline
COSTCOSTCO WHOLESALE CORPORATION	10,743	$9.84M	1.62%	-37	Timeline
VOVANGUARD INDEX FDS	34,160	$9.02M	1.49%	+2,298	Timeline
ETNEATON CORP PLC	27,018	$8.97M	1.48%	-690	Timeline
VVISA INC	26,195	$8.28M	1.37%	+566	Timeline
TTTRANE TECHNOLOGIES PLC	22,368	$8.26M	1.36%	-639	Timeline
NVDANVIDIA CORPORATION	57,926	$7.78M	1.28%	-810	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	12,741	$7.26M	1.2%	+72	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	14,899	$6.75M	1.11%	new	Timeline
UNHUNITEDHEALTH GROUP INC	13,193	$6.67M	1.1%	+115	Timeline
CRMSALESFORCE INC	19,638	$6.57M	1.08%	-180	Timeline
HDHOME DEPOT INC	16,766	$6.52M	1.08%	-2,137	Timeline
ALLALLSTATE CORP	33,459	$6.45M	1.06%	+362	Timeline
SPGIS&P GLOBAL INC	11,507	$5.73M	0.95%	+252	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	38,243	$5.7M	0.94%	+388	Timeline
ORLYOREILLY AUTOMOTIVE INC	4,762	$5.65M	0.93%	-466	Timeline
UNPUNION PAC CORP	24,223	$5.52M	0.91%	-246	Timeline
VEAVANGUARD TAX-MANAGED FDS	111,468	$5.33M	0.88%	+4,952	Timeline
FISVFISERV INC	25,819	$5.3M	0.87%	-541	Timeline
LLYELI LILLY & CO	6,863	$5.3M	0.87%	-29	Timeline
METAMETA PLATFORMS INC	8,897	$5.21M	0.86%	+1,062	Timeline
MRKMERCK & CO INC	50,689	$5.04M	0.83%	-1,809	Timeline
PGPROCTER & GAMBLE CO	29,317	$4.91M	0.81%	+3,729	Timeline
XLKSELECT SECTOR SPDR TR	19,633	$4.57M	0.75%	-24	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	70,716	$4.26M	0.7%	new	Timeline
ADBEADOBE INC	9,469	$4.21M	0.69%	-148	Timeline
VOOVANGUARD INDEX FDS	7,375	$3.97M	0.66%	+5,267	Timeline
SDYSPDR SERIES TRUST	29,582	$3.91M	0.64%	-379	Timeline
APDAIR PRODUCTS AND CHEMICALS I	13,256	$3.84M	0.63%	+765	Timeline
GOOGALPHABET INC	19,453	$3.7M	0.61%	-168	Timeline
MPCMARATHON PETE CORP	25,409	$3.54M	0.58%	-5,292	Timeline
AMDADVANCED MICRO DEVICES INC	28,320	$3.42M	0.56%	+2,157	Timeline
AVGOBROADCOM INC	13,537	$3.14M	0.52%	-1,884	Timeline
NXPINXP SEMICONDUCTORS N V	14,084	$2.93M	0.48%	+12,838	Timeline
IQVIQVIA HLDGS INC	14,771	$2.9M	0.48%	-2,407	Timeline
IWFISHARES TR	7,084	$2.84M	0.47%	+5	Timeline
STESTERIS PLC	13,611	$2.8M	0.46%	-1,265	Timeline
KOCOCA COLA CO	42,811	$2.67M	0.44%	+455	Timeline
DIVOAMPLIFY ETF TR	63,354	$2.56M	0.42%	-225	Timeline
WMTWALMART INC	28,175	$2.55M	0.42%	-245	Timeline
OREALTY INCOME CORP	46,388	$2.48M	0.41%	new	Timeline
IVWISHARES TR	23,800	$2.42M	0.4%	+30	Timeline
AMGNAMGEN INC	8,164	$2.13M	0.35%	+54	Timeline
VTWOVANGUARD SCOTTSDALE FDS	19,638	$1.75M	0.29%	-95	Timeline
HONHONEYWELL INTL INC	7,738	$1.75M	0.29%	+130	Timeline
PEPPEPSICO INC	11,333	$1.72M	0.28%	-936	Timeline
CSQCALAMOS STRATEGIC TOTAL RETU	97,222	$1.72M	0.28%	0	Timeline
JNJJOHNSON & JOHNSON	11,642	$1.68M	0.28%	-1,148	Timeline
RJFRAYMOND JAMES FINL INC	10,419	$1.62M	0.27%	-1,675	Timeline
LOWLOWES COS INC	6,446	$1.59M	0.26%	+1	Timeline
MAMASTERCARD INCORPORATED	2,878	$1.52M	0.25%	+1	Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,689	$1.47M	0.24%	-82	Timeline
IYWISHARES TR	9,216	$1.47M	0.24%	0	Timeline
VTIVANGUARD INDEX FDS	4,994	$1.45M	0.24%	+377	Timeline
CVXCHEVRON CORPORATION	9,713	$1.41M	0.23%	-13	Timeline
VHTVANGUARD WORLD FD	5,445	$1.38M	0.23%	-29	Timeline
ADIANALOG DEVICES INC	6,404	$1.36M	0.22%	-138	Timeline
GLDSPDR GOLD TR	5,530	$1.34M	0.22%	-244	Timeline
MCDMCDONALDS CORP	4,502	$1.31M	0.22%	+51	Timeline
ETENERGY TRANSFER L P	66,228	$1.3M	0.21%	+5,174	Timeline
EPDENTERPRISE PRODS PARTNERS L	41,348	$1.3M	0.21%	-11,000	Timeline
MSIMOTOROLA SOLUTIONS INC	2,715	$1.26M	0.21%	-150	Timeline
BLKBLACKROCK INC	1,144	$1.17M	0.19%	new	Timeline
PTMCPACER FDS TR	31,037	$1.14M	0.19%	0	Timeline
LMTLOCKHEED MARTIN CORP	2,164	$1.05M	0.17%	-5	Timeline
PFEPFIZER INC	39,516	$1.05M	0.17%	-959	Timeline
CBCHUBB LIMITED	3,790	$1.05M	0.17%	-212	Timeline
IWBISHARES TR	3,151	$1.02M	0.17%	+8	Timeline
QQQINVESCO QQQ TR	1,838	$940K	0.16%	+3	Timeline
BXBLACKSTONE INC	5,235	$903K	0.15%	0	Timeline
QCOMQUALCOMM INC	5,729	$880K	0.15%	-270	Timeline
ABTABBOTT LABORATORIES	7,759	$878K	0.14%	+105	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,654	$861K	0.14%	0	Timeline
VUGVANGUARD INDEX FDS	2,016	$827K	0.14%	0	Timeline
AMTAMERICAN TOWER CORP	4,444	$815K	0.13%	-14,722	Timeline
TAT&T INC	34,055	$775K	0.13%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,614	$765K	0.13%	+3	Timeline
PANWPALO ALTO NETWORKS INC	4,166	$758K	0.13%	+2,361	Timeline
AXPAMERICAN EXPRESS CO	2,508	$744K	0.12%	0	Timeline
VVVANGUARD INDEX FDS	2,750	$742K	0.12%	0	Timeline
IJRISHARES TR	6,389	$736K	0.12%	+1,608	Timeline
CMCSACOMCAST CORP NEW	19,232	$722K	0.12%	-74,435	Timeline
DHRDANAHER CORP DEL	3,075	$706K	0.12%	-109	Timeline
TJXTJX COS INC NEW	5,825	$704K	0.12%	-42	Timeline
CSCOCISCO SYS INC	11,593	$686K	0.11%	+192	Timeline
RTXRTX CORPORATION	5,906	$683K	0.11%	-11	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,699	$648K	0.11%	+700	Timeline
NKENIKE INC	8,525	$645K	0.11%	-824	Timeline
CMECME GROUP INC	2,766	$642K	0.11%	0	Timeline
XLVSELECT SECTOR SPDR TR	4,605	$634K	0.1%	0	Timeline
XLISELECT SECTOR SPDR TR	4,805	$633K	0.1%	-90	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,165	$625K	0.1%	0	Timeline
XLFSELECT SECTOR SPDR TR	12,582	$608K	0.1%	0	Timeline
TXNTEXAS INSTRS INC	3,130	$587K	0.1%	-73	Timeline
XLYSELECT SECTOR SPDR TR	2,600	$583K	0.1%	-140	Timeline
NOWSERVICENOW INC	540	$572K	0.09%	0	Timeline
VOTVANGUARD INDEX FDS	2,224	$564K	0.09%	0	Timeline
IUSGISHARES TR	4,025	$561K	0.09%	-50	Timeline
PFFDGLOBAL X FDS	28,000	$546K	0.09%	+6,500	Timeline
ACNACCENTURE PLC IRELAND	1,548	$544K	0.09%	+6	Timeline
IWDISHARES TR	2,898	$537K	0.09%	0	Timeline
ORCLORACLE CORP	3,208	$535K	0.09%	+49	Timeline
MGCVANGUARD WORLD FD	2,488	$529K	0.09%	0	Timeline
ITWILLINOIS TOOL WKS INC	2,076	$526K	0.09%	0	Timeline
RSGREPUBLIC SVCS INC	2,578	$519K	0.09%	+202	Timeline
KRPKIMBELL RTY PARTNERS LP	30,350	$493K	0.08%	-1,000	Timeline
VTVVANGUARD INDEX FDS	2,841	$481K	0.08%	0	Timeline
PNCPNC FINL SVCS GROUP INC	2,475	$477K	0.08%	-10	Timeline
SCHDSCHWAB STRATEGIC TR	17,163	$469K	0.08%	+11,442	Timeline
SITIO ROYALTIES CORPSITIO ROYALTIES CORP	24,409	$468K	0.08%	-798
VISVANGUARD WORLD FD	1,745	$444K	0.07%	-125	Timeline
OKEONEOK INC NEW	4,330	$435K	0.07%	-100	Timeline
RPGINVESCO EXCHANGE TRADED FD T	10,355	$427K	0.07%	0	Timeline
TSLATESLA INC	1,022	$413K	0.07%	-79	Timeline
GDXVANECK ETF TRUST	11,870	$403K	0.07%	+137	Timeline
EQIXEQUINIX INC	423	$398K	0.07%	-5	Timeline
MELIMERCADOLIBRE INC	232	$395K	0.07%	0	Timeline
CATCATERPILLAR INC	1,062	$385K	0.06%	-4	Timeline
INBXINHIBRX BIOSCIENCES INC	25,000	$385K	0.06%	new	Timeline
INFLLISTED FDS TR	9,968	$380K	0.06%	0	Timeline
VZVERIZON COMMUNICATIONS INC	9,414	$376K	0.06%	-1,163	Timeline
ZTSZOETIS INC	2,290	$373K	0.06%	0	Timeline
MDLZMONDELEZ INTL INC	6,225	$372K	0.06%	-918	Timeline
NEENEXTERA ENERGY INC	5,026	$360K	0.06%	-3	Timeline
MRSHMARSH & MCLENNAN COS INC	1,644	$349K	0.06%	+3	Timeline
WMWASTE MGMT INC DEL	1,709	$345K	0.06%	-142	Timeline
GSGOLDMAN SACHS GROUP INC	591	$339K	0.06%	+118	Timeline
BACBANK OF AMER CORP	7,591	$334K	0.06%	-70,116	Timeline
KLACKLA CORP	520	$328K	0.05%	0	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	13,902	$321K	0.05%	0
DVNDEVON ENERGY CORP NEW	9,478	$310K	0.05%	-76,759	Timeline
AZOAUTOZONE INC	95	$304K	0.05%	-1	Timeline
COPCONOCOPHILLIPS	3,029	$300K	0.05%	-14	Timeline
MDTMEDTRONIC PLC	3,719	$297K	0.05%	-133	Timeline
ARCCARES CAPITAL CORP	13,500	$296K	0.05%	+2,000	Timeline
LBRTLIBERTY ENERGY INC	14,800	$294K	0.05%	0	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	3,345	$283K	0.05%	-8	Timeline
XLPSELECT SECTOR SPDR TR	3,580	$281K	0.05%	-230	Timeline
SGDMSPROTT ETF TRUST	10,000	$278K	0.05%	0	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	1,975	$273K	0.05%	0	Timeline
WMBWILLIAMS COS INC	5,000	$271K	0.04%	0	Timeline
STWDSTARWOOD PPTY TR INC	13,900	$263K	0.04%	-2,500	Timeline
SPYMSPDR SERIES TRUST	3,782	$261K	0.04%	+5	Timeline
UPSUNITED PARCEL SVCS INC	2,029	$256K	0.04%	0	Timeline
SPHDINVESCO EXCH TRADED FD TR II	5,250	$254K	0.04%	0	Timeline
NVSNOVARTIS AG	2,601	$253K	0.04%	0	Timeline
ABBVABBVIE INC	1,387	$246K	0.04%	-117	Timeline
XYZBLOCK INC	2,864	$243K	0.04%	-675	Timeline
EFAVISHARES TR	3,390	$240K	0.04%	0	Timeline
VGTVANGUARD WORLD FD	378	$235K	0.04%	0	Timeline
KMBKIMBERLY-CLARK CORP	1,789	$234K	0.04%	0	Timeline
FISFIDELITY NATL INFORMATION SV	2,871	$232K	0.04%	-141	Timeline
FANGDIAMONDBACK ENERGY INC	1,397	$229K	0.04%	-360	Timeline
ICLNISHARES TR	20,074	$228K	0.04%	-1,114	Timeline
PRKPARK NATL CORP	1,310	$225K	0.04%	0	Timeline
EMREMERSON ELEC CO	1,798	$223K	0.04%	new	Timeline
AMATAPPLIED MATLS INC	1,290	$210K	0.03%	0	Timeline
VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A	4,260	$209K	0.03%	-752
PSXPHILLIPS 66	1,757	$200K	0.03%	-32	Timeline
IVZINVESCO LTD	10,798	$189K	0.03%	0	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	17,936	$147K	0.02%	0	Timeline
RSVRRESERVOIR MEDIA INC	14,974	$136K	0.02%	+4,974	Timeline
PUMPPROPETRO HLDG CORP	10,000	$93.3K	0.02%	0	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
BLACKROCK INCBLACKROCK INC	1,168	$1.11M	shares
EWEDWARDS LIFESCIENCES CORP	9,033	$596K	shares
TLTISHARES TR	5,427	$532K	shares
IQLTISHARES TR	10,132	$420K	shares
STZCONSTELLATION BRANDS INC	862	$222K	shares
RBBNRIBBON COMMUNICATIONS INC	64,866	$211K	shares
MMM3M CO	1,498	$205K	shares

How Q4 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 0001951757-25-000238	base		2025-02-11	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC