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Home > Institutional Investor > Meridian Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Meridian Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 126,391 $94,652,895 10.76%
2.
Ishares Trust
 IAU 641,393 $48,431,585 5.5%
3.
Exxon Mobil Corp
 XOM 322,421 $44,081,361 5.01%
4.
Vanguard Index Fds - MID CAP ETF
 349,947 $28,195,259 3.2%
5.
Apple Inc.
 AAPL 94,005 $27,201,336 3.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.