Meridian Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$561M
Signature - Title
Joshua Galatzan - Chief Compliance Officer
Location
3600 N. Capital Of Texas Highway, Building B, Suite 150, Austin, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 175 $561M +$40.8M -$10.9M +$29.8M AESI, IVV, XOM, MSFT, AAPL 13F-HR 8/2/2024, 02:00 PM
Q1 2024 176 $532M +$32.2M -$3.6M +$28.6M IVV, AESI, XOM, MSFT, AAPL 13F-HR 5/10/2024, 10:37 AM
Q4 2023 177 $457M +$29.8M -$11.6M +$18.3M IVV, XOM, AESI, AAPL, MSFT 13F-HR 2/6/2024, 04:27 PM
Q3 2023 178 $400M +$5.76M -$7.66M -$1.9M IVV, XOM, AAPL, MSFT, SPY 13F-HR 11/13/2023, 09:00 AM
Q2 2023 183 $413M +$7.76M -$20.3M -$12.6M IVV, XOM, AAPL, MSFT, SPY 13F-HR 8/2/2023, 05:16 PM
Q1 2023 188 $399M +$13.7M -$17.9M -$4.17M IVV, XOM, AAPL, MSFT, IAU 13F-HR 5/1/2023, 06:37 PM
Q4 2022 191 $388M +$29M -$29.1M -$97.4K IVV, XOM, AAPL, MSFT, IAU 13F-HR 1/23/2023, 05:27 PM
Q3 2022 186 $355M +$22.4M -$22.1M +$257K IVV, XOM, SDY, AAPL, MSFT 13F-HR 10/19/2022, 09:55 AM
Q2 2022 195 $376M +$37.9M -$33.2M +$4.74M IVV, XOM, AAPL, MSFT, IAU 13F-HR 7/25/2022, 05:44 PM
Q1 2022 211 $431M +$40.6M -$11.4M +$29.3M IVV, XOM, AAPL, MSFT, SPY 13F-HR 5/11/2022, 05:35 PM
Q4 2021 203 $411M +$17M -$2.72M +$14.3M IVV, AAPL, XOM, MSFT, SPY 13F-HR 2/1/2022, 07:35 PM
Q3 2021 196 $359M +$14.1M -$5.97M +$8.13M IVV, XOM, AAPL, MSFT, SPY 13F-HR 11/12/2021, 04:42 PM
Q2 2021 194 $353M +$42.4M -$13.4M +$29M IVV, XOM, AAPL, MSFT, SPY 13F-HR 8/10/2021, 11:32 AM
Q1 2021 184 $301M +$23.2M -$11.8M +$11.4M IVV, XOM, AAPL, MSFT, SPY 13F-HR 5/7/2021, 11:45 AM
Q4 2020 178 $274M +$27.4M -$8.36M +$19.1M IVV, AAPL, XOM, USMV, MSFT Restatement 5/7/2021, 05:15 PM
Q3 2020 163 $233M +$27.4M -$17.4M +$10.1M IVV, MSFT, AAPL, XOM, USMV 13F-HR 11/13/2020, 09:59 PM
Q2 2020 164 $216M +$23.6M -$17.3M +$6.33M IVV, XOM, USMV, MSFT, SPY 13F-HR 8/13/2020, 08:04 PM
Q1 2020 142 $181M +$16.1M -$39.8M -$23.7M PTLC, XOM, IVV, USMV, MSFT 13F-HR 5/14/2020, 06:52 PM
Q4 2019 169 $254M +$12M -$6.89M +$5.11M PTLC, XOM, AAPL, SPY, USMV 13F-HR 2/12/2020, 09:46 AM
Q3 2019 153 $234M +$98M -$6.82M +$91.2M XOM, PTLC, AAPL, USMV, SPY 13F-HR 11/8/2019, 12:30 PM
Q2 2019 130 $143M +$5M -$2.5M +$2.5M XOM, USMV, PTLC, CVX, EFAV 13F-HR 8/8/2019, 01:20 PM
Q1 2019 127 $137M +$25M -$32.2M -$7.25M XOM, USMV, CVX, PTLC, EFAV 13F-HR 5/7/2019, 04:00 PM
Q4 2018 454 $130M $0 $0 XOM, CVX, VIG, MSFT, HEFA 13F-HR 2/14/2019, 03:26 PM