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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  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 2,301.0 $696K 0.09% -42.0 -1.8% $302.48 +11.7%
42 QCOM QUALCOMM INC Technology 5,381.0 $693K 0.09% -54.0 -1.0% $128.77 +75.6%
43 MMM 3M CO Industrials 4,608.0 $669K 0.09% -23K -83.6% $145.22 +10.6%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,296.0 $637K 0.08% -39.0 -2.9% $491.53 -5.5%
45 XLV SELECT SECTOR SPDR TR 4,325.0 $634K 0.08% -240.0 -5.3% $146.61 +1.9%
46 XLY SELECT SECTOR SPDR TR 5,060.0 $551K 0.07% -140.0 -2.7% $108.98 +7.5%
47 CME CME GROUP INC Financial Services 1,829.0 $540K 0.07% -143.0 -7.2% $295.36 -16.6%
48 VOT VANGUARD INDEX FDS 1,673.0 $431K 0.06% -182.0 -9.8% $257.41 +18.9%
49 TLT ISHARES TR 4,755.0 $412K 0.05% -1K -17.4% $86.69 +0.1%
50 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,027.0 $412K 0.05% -120.0 -5.6% $203.18 +7.5%
51 ICLN ISHARES TR 20,059.0 $367K 0.05% -298.0 -1.5% $18.29 +15.4%
52 COP CONOCOPHILLIPS Energy 2,578.0 $340K 0.04% -55.0 -2.1% $132.00 -18.4%
53 OKE ONEOK INC NEW Energy 3,035.0 $274K 0.04% -141.0 -4.4% $90.39 -5.9%
54 MDLZ MONDELEZ INTL INC Consumer Defensive 4,397.0 $253K 0.03% -712.0 -13.9% $57.64 +4.3%
55 ACN ACCENTURE PLC IRELAND Technology 1,277.0 $253K 0.03% -73.0 -5.4% $198.22 -35.4%
56 NEE NEXTERA ENERGY INC Utilities 2,522.0 $234K 0.03% -460.0 -15.4% $92.88 -6.6%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 4,375.0 $220K 0.03% -2K -26.3% $50.20 -9.6%
58 ADBE ADOBE INC Technology 875.0 $213K 0.03% -986.0 -53.0% $243.08 -19.7%
59 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,534.0 $213K 0.03% -526.0 -8.7% $38.42 -7.3%
60 STWD STARWOOD PPTY TR INC Real Estate 11,250.0 $194K 0.03% -3K -19.4% $17.22 -3.0%
Page 3 of 4  ·  61 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%