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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 $456,683,040
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 90,047 $43,009,368 9.41%
2.
Exxon Mobil Corp
 XOM 264,414 $26,436,141 5.78%
3.
Atlas Energy Solutions Inc
 1,265,675 $21,794,927 4.77%
4.
Apple Inc.
 AAPL 103,589 $19,943,915 4.36%
5.
Microsoft Corp
 MSFT 52,479 $19,734,317 4.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)