• 13F History

Meridian Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$606M
Signature - Title
Joshua Galatzan - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Meridian Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meridian Wealth Advisors, LLC reported 175 stock holdings with total value $606M as of Q4 2024. Top holdings included IVV, AESI, XOM, AAPL, and IAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 175 $606M +$33.6M -$24.2M +$9.35M IVV, AESI, XOM, AAPL, IAU 13F-HR 2/11/2025, 01:53 PM
Q3 2024 176 $598M +$23.1M -$15.6M +$7.49M AESI, IVV, XOM, MSFT, AAPL 13F-HR 10/24/2024, 08:59 AM
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 191 $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 -$17.6M -$9.85M IVV, XOM, AAPL, MSFT, SPY 13F-HR 8/2/2023, 05:16 PM
Q1 2023 188 $399M +$13.7M -$10.8M +$2.9M IVV, XOM, AAPL, MSFT, IAU 13F-HR 5/1/2023, 06:37 PM
Q4 2022 191 $388M +$29M -$25M +$4M IVV, XOM, AAPL, MSFT, IAU 13F-HR 1/23/2023, 04:27 PM
Q3 2022 187 $355M +$22.4M -$18.8M +$3.57M IVV, XOM, SDY, AAPL, MSFT 13F-HR 10/19/2022, 09:55 AM
Q2 2022 196 $376M +$38.2M -$21.4M +$16.8M IVV, XOM, AAPL, MSFT, IAU 13F-HR 7/25/2022, 05:44 PM
Q1 2022 211 $431M +$40.6M -$5.75M +$34.9M IVV, XOM, AAPL, MSFT, SPY 13F-HR 5/11/2022, 05:35 PM
Q4 2021 203 $411M +$17M -$1.77M +$15.2M IVV, AAPL, XOM, MSFT, SPY 13F-HR 2/1/2022, 06:35 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 -$6.06M +$21.4M IVV, AAPL, XOM, USMV, MSFT Restatement 5/7/2021, 05:15 PM
Q3 2020 163 $233M +$27.4M -$13.4M +$14.1M IVV, MSFT, AAPL, XOM, USMV 13F-HR 11/13/2020, 08:59 PM
Q2 2020 164 $216M +$23.6M -$15.6M +$8.01M IVV, XOM, USMV, MSFT, SPY 13F-HR 8/13/2020, 08:04 PM
Q1 2020 142 $181M +$16.1M -$28M -$11.9M PTLC, XOM, IVV, USMV, MSFT 13F-HR 5/14/2020, 06:52 PM
Q4 2019 168 $254M +$12M -$5.74M +$6.27M PTLC, XOM, AAPL, SPY, USMV 13F-HR 2/12/2020, 08:46 AM
Q3 2019 153 $234M +$99.1M -$1.04M +$98.1M XOM, PTLC, AAPL, USMV, SPY 13F-HR 11/8/2019, 11:30 AM
Q2 2019 129 $143M +$5M -$1.07M +$3.93M XOM, USMV, PTLC, CVX, EFAV 13F-HR 8/8/2019, 01:20 PM
Q1 2019 127 $137M +$25M -$9.66M +$15.3M XOM, USMV, CVX, PTLC, EFAV 13F-HR 5/7/2019, 04:00 PM
Q4 2018 443 $130M XOM, CVX, VIG, MSFT, HEFA 13F-HR 2/14/2019, 02:26 PM