Meridian Wealth Advisors, LLC
CIK:0001768095
Investment Adviser
$145M AUM
180 holdings
Austin, TX, United States
Meridian Wealth Advisors, LLC is an SEC-registered investment adviser providing investment management, tax planning, and estate planning services to high net worth clients.
Investment Strategy
The firm focuses on prudent, disciplined investment and planning, emphasizing independence and objectivity in recommendations.
Top Buys
O
OEFISHARES TR+$14.4M
M
MSFTMICROSOFT CORP+$7.1M
I
IVVISHARES TR+$4.8M
I
IAUISHARES GOLD TR+$4.0M
A
AVGOBROADCOM INC+$3.7M
Top Sells
A
AESIATLAS ENERGY SOLUTIONS INC-$14.1M
X
XOMEXXON MOBIL CORP-$3.3M
T
TTTRANE TECHNOLOGIES PLC-$2.7M
U
UNHUNITEDHEALTH GROUP INC-$2.6M
A
ALLALLSTATE CORP-$1.4M
Top Holdings
I
IVVISHARES TR+10.7%$67.6M
I
IAUISHARES GOLD TR+5.4%$34.0M
X
XOMEXXON MOBIL CORP+5.2%$33.1M
A
AESIATLAS ENERGY SOLUTIONS INC+5.2%$33.1M
M
MSFTMICROSOFT CORP+4.4%$28.1M
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.68% | $67.6M | 108,820 | $377.82 | $620.90 | +$4.8M |
I IAU | ISHARES GOLD TR | 5.38% | $34.0M | 545,373 | $40.21 | $62.36 | +$4.0M |
X XOM | EXXON MOBIL CORP | 5.24% | $33.1M | 307,308 | $77.15 | $107.80 | -$3.3M |
A AESI | ATLAS ENERGY SOLUTIONS INC | 5.24% | $33.1M | 2,477,436 | $19.55 | $13.37 | -$14.1M |
M MSFT | MICROSOFT CORP | 4.44% | $28.1M | 56,411 | $165.52 | $497.41 | +$7.1M |
Industry Allocation
PETROLEUM REFINING
+6.2%
SERVICES-PREPACKAGED SOFTWARE
+6.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.8%
CRUDE PETROLEUM & NATURAL GAS
+5.4%
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
+5.2%