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Portfolio (Quarterly) Guide ↗

Meridian Wealth Advisors, LLC

· CIK 0001768095
13F Portfolio $756M AUM 202 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 65 Added 61 Reduced 8 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 35,486.0 $3.4M 0.45% NEW $96.15 -10.2%
2 UBER UBER TECHNOLOGIES INC Technology 33,734.0 $2.4M 0.32% NEW $71.93 -1.7%
3 MDT MEDTRONIC PLC Healthcare 27,248.0 $2.4M 0.31% NEW $86.65 -12.8%
4 DOV DOVER CORP Industrials 10,139.0 $2.1M 0.28% NEW $208.45 +1.9%
5 SPMD SPDR SERIES TRUST 19,288.0 $1.1M 0.15% NEW $59.22 +10.2%
6 ROL ROLLINS INC Consumer Cyclical 20,316.0 $1.1M 0.14% NEW $53.41 -7.5%
7 EMLP FIRST TR EXCHANGE-TRADED FD 16,193.0 $707K 0.09% NEW $43.66 -0.7%
8 PPG PPG INDS INC Basic Materials 4,805.0 $514K 0.07% NEW $106.88 +5.6%
9 MU MICRON TECHNOLOGY INC Technology 1,177.0 $398K 0.05% NEW $337.84 +173.4%
10 CGDV CAPITAL GROUP DIVIDEND VALUE 8,370.0 $356K 0.05% NEW $42.54 +13.8%
11 CCJ CAMECO CORP Energy 3,137.0 $341K 0.04% NEW $108.60 +1.9%
12 AKRE PROFESIONALLY MANAGED PORTFO 5,931.0 $313K 0.04% NEW $52.85 +3.4%
13 UPS UNITED PARCEL SVCS INC Industrials 3,165.0 $311K 0.04% NEW $98.38 +6.2%
14 VWO VANGUARD INTL EQUITY INDEX F 5,641.0 $305K 0.04% NEW $54.05 +10.8%
15 AVLV AMERICAN CENTY ETF TR 3,643.0 $294K 0.04% NEW $80.61 +12.1%
16 SNDA SONIDA SENIOR LIVING INC Healthcare 8,501.0 $274K 0.04% NEW $32.25 +11.8%
17 MUB ISHARES TR 2,418.0 $257K 0.03% NEW $106.15 +0.8%
18 FANG DIAMONDBACK ENERGY INC Energy 1,169.0 $231K 0.03% NEW $197.84 -1.9%
19 PSX PHILLIPS 66 Energy 1,269.0 $231K 0.03% NEW $182.18 -3.0%
20 IMMUNITYBIO INC 29,960.0 $230K 0.03% NEW $7.67
Page 1 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.8%
Technology 21.0%
Energy 16.9%
Consumer Cyclical 6.9%
Communication Services 6.3%
Healthcare 6.1%
Industrials 6.0%
Consumer Defensive 5.1%
Real Estate 0.9%
Basic Materials 0.8%