Asset Manager
← All Institutions
Meridian Wealth Advisors, LLC
Market Value
$0
-100.0%
Holdings
184
-13
New Purchases
0
Added To
0
Closed
184
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 54 | $0 | 0% |
| Large Cap | 104 | $0 | 0% |
| Mid Cap | 16 | $0 | 0% |
| Small Cap | 8 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$336.3B
Median Market Cap
$101.7B
Avg P/E
34.7
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
121
# ETFs / Funds
63
Top Holdings (184 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ANET | —% | — | — | — | -$2M | -14,919 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$841K | -33,862 | -100.0% | SOLD |
| 3 | ACN | —% | — | — | — | -$362K | -1,350 | -100.0% | SOLD |
| 4 | CB | —% | — | — | — | -$993K | -3,182 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$299K | -2,626 | -100.0% | SOLD |
| 6 | CVX | —% | — | — | — | -$1M | -8,336 | -100.0% | SOLD |
| 7 | ALL | —% | — | — | — | -$6M | -26,859 | -100.0% | SOLD |
| 8 | NOW | —% | — | — | — | -$342K | -2,230 | -100.0% | SOLD |
| 9 | XOM | —% | — | — | — | -$38M | -313,860 | -100.0% | SOLD |
| 10 | NEE | —% | — | — | — | -$239K | -2,982 | -100.0% | SOLD |
| 11 | ZTS | —% | — | — | — | -$288K | -2,290 | -100.0% | SOLD |
| 12 | IQV | —% | — | — | — | -$4M | -18,244 | -100.0% | SOLD |
| 13 | ET | —% | — | — | — | -$1M | -68,428 | -100.0% | SOLD |
| 14 | PFE | —% | — | — | — | -$1M | -43,951 | -100.0% | SOLD |
| 15 | SNOW | —% | — | — | — | -$1M | -6,387 | -100.0% | SOLD |
| 16 | ICE | —% | — | — | — | -$213K | -1,313 | -100.0% | SOLD |
| 17 | MS | —% | — | — | — | -$4M | -24,959 | -100.0% | SOLD |
| 18 | GS | —% | — | — | — | -$912K | -1,037 | -100.0% | SOLD |
| 19 | HD | —% | — | — | — | -$6M | -16,572 | -100.0% | SOLD |
| 20 | AXP | —% | — | — | — | -$867K | -2,343 | -100.0% | SOLD |
| 21 | RJF | —% | — | — | — | -$2M | -9,569 | -100.0% | SOLD |
| 22 | ABBV | —% | — | — | — | -$307K | -1,342 | -100.0% | SOLD |
| 23 | DHR | —% | — | — | — | -$670K | -2,925 | -100.0% | SOLD |
| 24 | CRM | —% | — | — | — | -$5M | -20,321 | -100.0% | SOLD |
| 25 | BLK | —% | — | — | — | -$1M | -1,038 | -100.0% | SOLD |
| 26 | IBM | —% | — | — | — | -$4M | -12,424 | -100.0% | SOLD |
| 27 | EXG | —% | — | — | — | -$171K | -17,936 | -100.0% | SOLD |
| 28 | AESI | —% | — | — | — | -$9M | -990,958 | -100.0% | SOLD |
| 29 | STWD | —% | — | — | — | -$251K | -13,950 | -100.0% | SOLD |
| 30 | WMB | —% | — | — | — | -$301K | -5,000 | -100.0% | SOLD |
| 31 | KO | —% | — | — | — | -$3M | -41,267 | -100.0% | SOLD |
| 32 | VZ | —% | — | — | — | -$242K | -5,934 | -100.0% | SOLD |
| 33 | LOW | —% | — | — | — | -$2M | -6,743 | -100.0% | SOLD |
| 34 | NKE | —% | — | — | — | -$284K | -4,457 | -100.0% | SOLD |
| 35 | LBRT | —% | — | — | — | -$273K | -14,800 | -100.0% | SOLD |
| 36 | MSI | —% | — | — | — | -$679K | -1,772 | -100.0% | SOLD |
| 37 | SPGI | —% | — | — | — | -$6M | -11,712 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$923K | -7,365 | -100.0% | SOLD |
| 39 | APD | —% | — | — | — | -$2M | -8,997 | -100.0% | SOLD |
| 40 | WM | —% | — | — | — | -$387K | -1,760 | -100.0% | SOLD |
| 41 | IRM | —% | — | — | — | -$2M | -20,314 | -100.0% | SOLD |
| 42 | KRP | —% | — | — | — | -$222K | -18,900 | -100.0% | SOLD |
| 43 | LMT | —% | — | — | — | -$1M | -2,091 | -100.0% | SOLD |
| 44 | TJX | —% | — | — | — | -$878K | -5,716 | -100.0% | SOLD |
| 45 | CAT | —% | — | — | — | -$612K | -1,068 | -100.0% | SOLD |
| 46 | BX | —% | — | — | — | -$1M | -7,280 | -100.0% | SOLD |
| 47 | JPM | —% | — | — | — | -$18M | -55,142 | -100.0% | SOLD |
| 48 | ITW | —% | — | — | — | -$511K | -2,076 | -100.0% | SOLD |
| 49 | BAC | —% | — | — | — | -$418K | -7,602 | -100.0% | SOLD |
| 50 | PG | —% | — | — | — | -$727K | -5,073 | -100.0% | SOLD |
| 51 | MA | —% | — | — | — | -$2M | -2,787 | -100.0% | SOLD |
| 52 | EPD | —% | — | — | — | -$1M | -40,448 | -100.0% | SOLD |
| 53 | ETN | —% | — | — | — | -$8M | -25,963 | -100.0% | SOLD |
| 54 | TMO | —% | — | — | — | -$774K | -1,335 | -100.0% | SOLD |
| 55 | UNP | —% | — | — | — | -$6M | -25,229 | -100.0% | SOLD |
| 56 | COP | —% | — | — | — | -$246K | -2,633 | -100.0% | SOLD |
| 57 | MMM | —% | — | — | — | -$4M | -28,053 | -100.0% | SOLD |
| 58 | MCK | —% | — | — | — | -$6M | -7,203 | -100.0% | SOLD |
| 59 | LLY | —% | — | — | — | -$7M | -6,374 | -100.0% | SOLD |
| 60 | AZO | —% | — | — | — | -$322K | -95 | -100.0% | SOLD |
| 61 | MPC | —% | — | — | — | -$4M | -24,788 | -100.0% | SOLD |
| 62 | RSG | —% | — | — | — | -$513K | -2,422 | -100.0% | SOLD |
| 63 | PNC | —% | — | — | — | -$478K | -2,292 | -100.0% | SOLD |
| 64 | EQIX | —% | — | — | — | -$326K | -426 | -100.0% | SOLD |
| 65 | MRK | —% | — | — | — | -$6M | -54,154 | -100.0% | SOLD |
| 66 | O | —% | — | — | — | -$751K | -13,325 | -100.0% | SOLD |
| 67 | MCD | —% | — | — | — | -$1M | -4,240 | -100.0% | SOLD |
| 68 | NVS | —% | — | — | — | -$359K | -2,601 | -100.0% | SOLD |
| 69 | JNJ | —% | — | — | — | -$2M | -11,022 | -100.0% | SOLD |
| 70 | TCBX | —% | — | — | — | -$718K | -18,882 | -100.0% | SOLD |
| 71 | UNH | —% | — | — | — | -$4M | -11,379 | -100.0% | SOLD |
| 72 | RTX | —% | — | — | — | -$990K | -5,397 | -100.0% | SOLD |
| 73 | TT | —% | — | — | — | -$4M | -9,557 | -100.0% | SOLD |
| 74 | OKE | —% | — | — | — | -$233K | -3,176 | -100.0% | SOLD |
| 75 | TSM | —% | — | — | — | -$962K | -3,166 | -100.0% | SOLD |
| 76 | HON | —% | — | — | — | -$1M | -6,551 | -100.0% | SOLD |
| 77 | COST | —% | — | — | — | -$9M | -10,742 | -100.0% | SOLD |
| 78 | CSCO | —% | — | — | — | -$887K | -11,510 | -100.0% | SOLD |
| 79 | AMD | —% | — | — | — | -$6M | -29,295 | -100.0% | SOLD |
| 80 | CSQ | —% | — | — | — | -$2M | -97,722 | -100.0% | SOLD |
| 81 | ADP | —% | — | — | — | -$552K | -2,147 | -100.0% | SOLD |
| 82 | CME | —% | — | — | — | -$538K | -1,972 | -100.0% | SOLD |
| 83 | GILD | —% | — | — | — | -$253K | -2,057 | -100.0% | SOLD |
| 84 | AMZN | —% | — | — | — | -$11M | -49,207 | -100.0% | SOLD |
| 85 | PTLC | —% | — | — | — | -$11M | -203,487 | -100.0% | SOLD |
| 86 | AAPL | —% | — | — | — | -$26M | -95,049 | -100.0% | SOLD |
| 87 | KLAC | —% | — | — | — | -$640K | -527 | -100.0% | SOLD |
| 88 | V | —% | — | — | — | -$9M | -26,046 | -100.0% | SOLD |
| 89 | PUMP | —% | — | — | — | -$95K | -10,000 | -100.0% | SOLD |
| 90 | ICLN | —% | — | — | — | -$334K | -20,357 | -100.0% | SOLD |
| 91 | CRWD | —% | — | — | — | -$210K | -448 | -100.0% | SOLD |
| 92 | META | —% | — | — | — | -$6M | -9,715 | -100.0% | SOLD |
| 93 | EXE | —% | — | — | — | -$315K | -2,850 | -100.0% | SOLD |
| 94 | ADI | —% | — | — | — | -$1M | -4,790 | -100.0% | SOLD |
| 95 | AMAT | —% | — | — | — | -$332K | -1,290 | -100.0% | SOLD |
| 96 | ADBE | —% | — | — | — | -$651K | -1,861 | -100.0% | SOLD |
| 97 | AMGN | —% | — | — | — | -$3M | -8,232 | -100.0% | SOLD |
| 98 | MELI | —% | — | — | — | -$467K | -232 | -100.0% | SOLD |
| 99 | C | —% | — | — | — | -$294K | -2,522 | -100.0% | SOLD |
| 100 | FBTC | —% | — | — | — | -$762K | -10,000 | -100.0% | SOLD |