Meridian Wealth Advisors, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$632.5M
Holdings
180
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (180 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 108,820 | $67.6M | 10.68% | |
| 2 | IAU*ISHARES GOLD TR | 545,373 | $34.0M | 5.38% | |
| 3 | XOMEXXON MOBIL CORP | 307,308 | $33.1M | 5.24% | |
| 4 | AESIATLAS ENERGY SOLUTIONS INC | 2,477,436 | $33.1M | 5.24% | |
| 5 | MSFTMICROSOFT CORP | 56,411 | $28.1M | 4.44% | |
| 6 | SPYSPDR S&P 500 ETF TR | 32,970 | $20.4M | 3.22% | |
| 7 | AAPLAPPLE INC | 97,252 | $20.0M | 3.15% | |
| 8 | JPMJPMORGAN CHASE & CO. | 57,763 | $16.7M | 2.65% | |
| 9 | OEFISHARES TR | 47,395 | $14.4M | 2.28% | |
| 10 | NVDANVIDIA CORPORATION | 81,976 | $13.0M | 2.05% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 62,819 | $12.9M | 2.03% | |
| 12 | USMVISHARES TR | 136,747 | $12.8M | 2.03% | |
| 13 | AMZNAMAZON COM INC | 54,875 | $12.0M | 1.90% | |
| 14 | VOVANGUARD INDEX FDS | 40,656 | $11.4M | 1.80% | |
| 15 | GOOGLALPHABET INC | 62,353 | $11.0M | 1.74% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 10,947 | $10.8M | 1.71% | |
| 17 | PTLCPACER FDS TR | 204,372 | $10.4M | 1.64% | |
| 18 | ETNEATON CORP PLC | 26,928 | $9.6M | 1.52% | |
| 19 | VVISA INC | 27,020 | $9.6M | 1.52% | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 144,526 | $8.2M | 1.30% | |
| 21 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,669 | $7.2M | 1.13% | |
| 22 | METAMETA PLATFORMS INC | 9,670 | $7.1M | 1.13% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,639 | $7.1M | 1.12% | |
| 24 | ORLYOREILLY AUTOMOTIVE INC | 72,960 | $6.6M | 1.04% | |
| 25 | SPGIS&P GLOBAL INC | 12,013 | $6.3M | 1.00% | |
| 26 | HDHOME DEPOT INC | 17,130 | $6.3M | 0.99% | |
| 27 | WMTWALMART INC | 63,434 | $6.2M | 0.98% | |
| 28 | AVGOBROADCOM INC | 21,277 | $5.9M | 0.93% | |
| 29 | UNPUNION PAC CORP | 24,784 | $5.7M | 0.90% | |
| 30 | CRMSALESFORCE INC | 20,855 | $5.7M | 0.90% | |
| 31 | ALSALLSTATE CORP | 27,903 | $5.6M | 0.89% | |
| 32 | MCKMCKESSON CORP | 7,103 | $5.2M | 0.82% | |
| 33 | XLKSELECT SECTOR SPDR TR | 19,754 | $5.0M | 0.79% | |
| 34 | LLYELI LILLY & CO | 6,380 | $5.0M | 0.79% | |
| 35 | TTTRANE TECHNOLOGIES PLC | 11,194 | $4.9M | 0.77% | |
| 36 | AMDADVANCED MICRO DEVICES INC | 33,099 | $4.7M | 0.74% | |
| 37 | FISVFISERV INC | 27,169 | $4.7M | 0.74% | |
| 38 | MPCMARATHON PETE CORP | 25,701 | $4.3M | 0.67% | |
| 39 | NXPINXP SEMICONDUCTORS N V | 19,215 | $4.2M | 0.66% | |
| 40 | MRKMERCK & CO INC | 53,027 | $4.2M | 0.66% | |
| 41 | UNHUNITEDHEALTH GROUP INC | 13,361 | $4.2M | 0.66% | |
| 42 | OREALTY INCOME CORP | 72,298 | $4.2M | 0.66% | |
| 43 | SDYSPDR SERIES TRUST | 30,338 | $4.1M | 0.65% | |
| 44 | ADBEADOBE INC | 10,075 | $3.9M | 0.62% | |
| 45 | MMM3M CO | 25,203 | $3.8M | 0.61% | |
| 46 | APDAIR PRODS & CHEMS INC | 13,052 | $3.7M | 0.58% | |
| 47 | CMGCHIPOTLE MEXICAN GRILL INC | 61,468 | $3.5M | 0.55% | |
| 48 | GOOGALPHABET INC | 18,068 | $3.2M | 0.51% | |
| 49 | IWFISHARES TR | 6,768 | $2.9M | 0.45% | |
| 50 | KOCOCA COLA CO | 38,709 | $2.7M | 0.43% | |
| 51 | DIVOAMPLIFY ETF TR | 63,404 | $2.7M | 0.43% | |
| 52 | IQVIQVIA HLDGS INC | 17,052 | $2.7M | 0.42% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 9,054 | $2.7M | 0.42% | |
| 54 | IVWISHARES TR | 23,851 | $2.6M | 0.42% | |
| 55 | AMGNAMGEN INC | 8,214 | $2.3M | 0.36% | |
| 56 | VOOVANGUARD INDEX FDS | 3,368 | $1.9M | 0.30% | |
| 57 | RSPINVESCO EXCHANGE TRADED FD T | 10,486 | $1.9M | 0.30% | |
| 58 | GQ9SPDR GOLD TR | 5,918 | $1.8M | 0.29% | |
| 59 | CSQCALAMOS STRATEGIC TOTAL RETU | 97,722 | $1.8M | 0.28% | |
| 60 | NDQINVESCO QQQ TR | 3,202 | $1.8M | 0.28% | |
| 61 | HONHONEYWELL INTL INC | 7,010 | $1.6M | 0.26% | |
| 62 | JNJJOHNSON & JOHNSON | 10,321 | $1.6M | 0.25% | |
| 63 | MAMASTERCARD INCORPORATED | 2,803 | $1.6M | 0.25% | |
| 64 | RJFRAYMOND JAMES FINL INC | 10,154 | $1.6M | 0.25% | |
| 65 | VTWOVANGUARD SCOTTSDALE FDS | 17,813 | $1.6M | 0.25% | |
| 66 | IYWISHARES TR | 8,706 | $1.5M | 0.24% | |
| 67 | LOWLOWES COS INC | 6,775 | $1.5M | 0.24% | |
| 68 | VTIVANGUARD INDEX FDS | 4,565 | $1.4M | 0.22% | |
| 69 | CVXCHEVRON CORP NEW | 9,158 | $1.3M | 0.21% | |
| 70 | VHTVANGUARD WORLD FD | 5,247 | $1.3M | 0.21% | |
| 71 | EPDENTERPRISE PRODS PARTNERS L | 41,348 | $1.3M | 0.20% | |
| 72 | ETENERGY TRANSFER L P | 69,928 | $1.3M | 0.20% | |
| 73 | MCDMCDONALDS CORP | 4,251 | $1.2M | 0.20% | |
| 74 | ADIANALOG DEVICES INC | 4,947 | $1.2M | 0.19% | |
| 75 | BXBLACKSTONE INC | 7,540 | $1.1M | 0.18% | |
| 76 | BLKBLACKROCK INC | 1,051 | $1.1M | 0.17% | |
| 77 | PTMCPACER FDS TR | 31,037 | $1.1M | 0.17% | |
| 78 | PEPPEPSICO INC | 8,153 | $1.1M | 0.17% | |
| 79 | IWBISHARES TR | 3,151 | $1.1M | 0.17% | |
| 80 | IWMISHARES TR | 4,800 | $1.0M | 0.16% | |
| 81 | ABTABBOTT LABS | 7,559 | $1.0M | 0.16% | |
| 82 | MSIMOTOROLA SOLUTIONS INC | 2,401 | $1.0M | 0.16% | |
| 83 | LMTLOCKHEED MARTIN CORP | 2,176 | $1.0M | 0.16% | |
| 84 | CBCHUBB LIMITED | 3,405 | $986K | 0.16% | |
| 85 | TAT&T INC | 34,055 | $985K | 0.16% | |
| 86 | PFEPFIZER INC | 38,543 | $934K | 0.15% | |
| 87 | QCOMQUALCOMM INC | 5,729 | $912K | 0.14% | |
| 88 | VUGVANGUARD INDEX FDS | 2,016 | $883K | 0.14% | |
| 89 | PANWPALO ALTO NETWORKS INC | 4,152 | $849K | 0.13% | |
| 90 | CSCOCISCO SYS INC | 11,611 | $805K | 0.13% | |
| 91 | AXPAMERICAN EXPRESS CO | 2,508 | $800K | 0.13% | |
| 92 | ADPAUTOMATIC DATA PROCESSING IN | 2,560 | $789K | 0.12% | |
| 93 | VVVANGUARD INDEX FDS | 2,750 | $784K | 0.12% | |
| 94 | RTXRTX CORPORATION | 5,264 | $768K | 0.12% | |
| 95 | PGPROCTER AND GAMBLE CO | 4,531 | $721K | 0.11% | |
| 96 | TJXTJX COS INC NEW | 5,831 | $720K | 0.11% | |
| 97 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,165 | $716K | 0.11% | |
| 98 | XLISELECT SECTOR SPDR TR | 4,805 | $708K | 0.11% | |
| 99 | ORCLORACLE CORP | 3,210 | $701K | 0.11% | |
| 100 | DISDISNEY WALT CO | 5,562 | $689K | 0.11% |
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