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Home > Institutional Investor > Meridian Wealth Advisors, Llc > Profile

Instuitional Investor - Meridian Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Wealth Advisors, Llc
Portfolio Value $589,039,409
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 111,733 $62,782,904 10.66%
2.
Atlas Energy Solutions Inc
 2,645,843 $47,201,837 8.01%
3.
Exxon Mobil Corp
 XOM 306,259 $36,423,380 6.18%
4.
Ishares Trust
 IAU 509,579 $30,044,751 5.1%
5.
Apple Inc.
 AAPL 96,004 $21,325,413 3.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)