Notify me when Meridian Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 185 | $722,175,258 | +$58,728,143 | -$52,967,122 | +$5,761,021 | IVV, IAU, XOM, MSFT, AAPL | 13F-HR | 17 Feb 2026, 09:56 |
| Q3 2025 | 186 | $704,373,075 | +$37,359,271 | -$3,606,204 | +$33,753,067 | IVV, IAU, XOM, MSFT, AESI | 13F-HR | 12 Nov 2025, 09:58 |
| Q2 2025 | 180 | $632,479,656 | +$43,608,323 | -$18,046,282 | +$25,562,041 | IVV, IAU, XOM, AESI, MSFT | 13F-HR | 12 Aug 2025, 12:16 |
| Q1 2025 | 170 | $589,039,409 | +$27,265,703 | -$24,511,270 | +$2,754,433 | IVV, AESI, XOM, IAU, AAPL | 13F-HR | 05 May 2025, 16:55 |
| Q4 2024 | 175 | $606,270,548 | +$33,581,977 | -$24,228,847 | +$9,353,130 | IVV, AESI, XOM, AAPL, IAU | 13F-HR | 11 Feb 2025, 13:53 |
| Q3 2024 | 176 | $597,997,660 | +$23,129,540 | -$15,638,063 | +$7,491,477 | AESI, IVV, XOM, MSFT, AAPL | 13F-HR | 24 Oct 2024, 08:59 |
| Q2 2024 | 175 | $560,720,460 | +$40,763,999 | -$10,915,382 | +$29,848,617 | AESI, IVV, XOM, MSFT, AAPL | 13F-HR | 02 Aug 2024, 14:00 |
| Q1 2024 | 176 | $532,427,484 | +$32,182,005 | -$3,603,726 | +$28,578,279 | IVV, AESI, XOM, MSFT, AAPL | 13F-HR | 10 May 2024, 10:37 |
| Q4 2023 | 177 | $456,683,040 | +$29,819,329 | -$11,555,711 | +$18,263,618 | IVV, XOM, AESI, AAPL, MSFT | 13F-HR | 06 Feb 2024, 16:27 |
| Q3 2023 | 178 | $400,178,666 | +$5,763,760 | -$7,663,693 | -$1,899,933 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 13 Nov 2023, 09:00 |
| Q2 2023 | 183 | $413,331,993 | +$7,755,574 | -$20,325,169 | -$12,569,595 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 02 Aug 2023, 17:16 |
| Q1 2023 | 188 | $399,480,116 | +$13,723,701 | -$17,895,015 | -$4,171,314 | IVV, XOM, AAPL, MSFT, IAU | 13F-HR | 01 May 2023, 18:37 |
| Q4 2022 | 191 | $388,024,123 | +$28,997,712 | -$29,095,104 | -$97,392 | IVV, XOM, AAPL, MSFT, IAU | 13F-HR | 23 Jan 2023, 17:27 |
| Q3 2022 | 186 | $354,998,000 | +$22,363,050 | -$22,105,831 | +$257,219 | IVV, XOM, SDY, AAPL, MSFT | 13F-HR | 19 Oct 2022, 09:55 |
| Q2 2022 | 195 | $376,051,000 | +$37,949,198 | -$33,211,098 | +$4,738,100 | IVV, XOM, AAPL, MSFT, IAU | 13F-HR | 25 Jul 2022, 17:44 |
| Q1 2022 | 211 | $431,277,000 | +$40,646,335 | -$11,395,323 | +$29,251,012 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 11 May 2022, 17:35 |
| Q4 2021 | 203 | $411,478,000 | +$16,981,293 | -$2,719,016 | +$14,262,277 | IVV, AAPL, XOM, MSFT, SPY | 13F-HR | 01 Feb 2022, 19:35 |
| Q3 2021 | 196 | $359,011,000 | +$14,094,040 | -$5,966,925 | +$8,127,115 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 12 Nov 2021, 16:42 |
| Q2 2021 | 194 | $353,172,000 | +$42,367,259 | -$13,362,513 | +$29,004,746 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 10 Aug 2021, 11:32 |
| Q1 2021 | 184 | $301,108,000 | +$23,168,133 | -$11,803,282 | +$11,364,851 | IVV, XOM, AAPL, MSFT, SPY | 13F-HR | 07 May 2021, 11:45 |
| Q4 2020 | 178 | $274,095,000 | +$27,428,352 | -$8,362,455 | +$19,065,897 | IVV, AAPL, XOM, USMV, MSFT | Restatement | 07 May 2021, 17:15 |
| Q3 2020 | 163 | $232,676,000 | +$27,434,531 | -$17,383,113 | +$10,051,418 | IVV, MSFT, AAPL, XOM, USMV | 13F-HR | 13 Nov 2020, 21:59 |
| Q2 2020 | 164 | $216,367,000 | +$23,630,737 | -$17,304,348 | +$6,326,389 | IVV, XOM, USMV, MSFT, SPY | 13F-HR | 13 Aug 2020, 20:04 |
| Q1 2020 | 142 | $180,909,000 | +$16,103,123 | -$39,788,445 | -$23,685,322 | PTLC, XOM, IVV, USMV, MSFT | 13F-HR | 14 May 2020, 18:52 |
| Q4 2019 | 169 | $253,839,000 | +$12,007,767 | -$6,892,802 | +$5,114,965 | PTLC, XOM, AAPL, SPY, USMV | 13F-HR | 12 Feb 2020, 09:46 |
| Q3 2019 | 153 | $233,672,000 | +$98,008,975 | -$6,817,516 | +$91,191,459 | XOM, PTLC, AAPL, USMV, SPY | 13F-HR | 08 Nov 2019, 12:30 |
| Q2 2019 | 130 | $142,957,000 | +$4,998,890 | -$2,498,072 | +$2,500,818 | XOM, USMV, PTLC, CVX, EFAV | 13F-HR | 08 Aug 2019, 13:20 |
| Q1 2019 | 127 | $137,194,000 | +$24,982,417 | -$32,229,915 | -$7,247,498 | XOM, USMV, CVX, PTLC, EFAV | 13F-HR | 07 May 2019, 16:00 |
| Q4 2018 | 454 | $130,130,000 | $0 | $0 | $0 | XOM, CVX, VIG, MSFT, HEFA | 13F-HR | 14 Feb 2019, 15:26 |