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Portfolio (Quarterly) Guide ↗

Meridian Wealth Advisors, LLC

· CIK 0001768095
13F Portfolio $756M AUM 202 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 65 Added 61 Reduced 8 Exited
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,082.0 $766K 0.10% +14.0 +1.3% $708.16 +39.2%
42 HEFA ISHARES TR 17,221.0 $732K 0.10% +2K +13.9% $42.49 +10.5%
43 XOP SPDR SERIES TRUST 3,800.0 $691K 0.09% +2K +100.0% $181.83 -15.7%
44 TSLA TESLA INC Consumer Cyclical 1,617.0 $601K 0.08% +376.0 +30.3% $371.75 +7.7%
45 TXN TEXAS INSTRS INC Technology 3,003.0 $583K 0.08% +535.0 +21.7% $194.14 +66.3%
46 RSG REPUBLIC SVCS INC Industrials 2,598.0 $569K 0.07% +176.0 +7.3% $219.02 -6.4%
47 DHR DANAHER CORP DEL Healthcare 2,947.0 $559K 0.07% +22.0 +0.8% $189.60 -6.6%
48 ITW ILLINOIS TOOL WKS INC Industrials 2,106.0 $548K 0.07% +30.0 +1.4% $260.29 +1.5%
49 ORCL ORACLE CORP Technology 3,425.0 $504K 0.07% +445.0 +14.9% $147.11 +25.3%
50 PNC PNC FINL SVCS GROUP INC Financial Services 2,341.0 $487K 0.06% +49.0 +2.1% $208.09 +11.5%
51 EQIX EQUINIX INC Real Estate 429.0 $420K 0.06% +3.0 +0.7% $979.19 +11.5%
52 WM WASTE MGMT INC DEL Industrials 1,777.0 $408K 0.05% +17.0 +1.0% $229.84 -6.6%
53 BAC BANK AMERICA CORP Financial Services 7,847.0 $383K 0.05% +245.0 +3.2% $48.75 +15.3%
54 WMB WILLIAMS COS INC Energy 5,077.0 $370K 0.05% +77.0 +1.5% $72.79 +0.5%
55 SPYM SPDR SERIES TRUST 4,512.0 $345K 0.05% +704.0 +18.5% $76.54 +14.8%
56 ABBV ABBVIE INC Healthcare 1,488.0 $324K 0.04% +146.0 +10.9% $217.50 -0.5%
57 GILD GILEAD SCIENCES INC Healthcare 2,114.0 $295K 0.04% +57.0 +2.8% $139.37 -11.2%
58 MRSH MARSH & MCLENNAN COS INC Financial Services 1,695.0 $294K 0.04% +38.0 +2.3% $173.41 -6.3%
59 C CITIGROUP INC Financial Services 2,558.0 $290K 0.04% +36.0 +1.4% $113.40 +26.2%
60 ZTS ZOETIS INC Healthcare 2,326.0 $275K 0.04% +36.0 +1.6% $118.21 -33.4%
Page 3 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.8%
Technology 21.0%
Energy 16.9%
Consumer Cyclical 6.9%
Communication Services 6.3%
Healthcare 6.1%
Industrials 6.0%
Consumer Defensive 5.1%
Real Estate 0.9%
Basic Materials 0.8%