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Holdings

Meridian Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVVCommon92,899-1,24741,405,956,0005,234,169,00010.02  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon264,465-10,75428,363,856,000-1,992,800,0006.860.01 Hist 06/30/2023
Apple Inc. AAPLCommon102,562-12,71119,893,928,0004,916,472,0004.81  Hist 06/30/2023
MICROSOFT CORP MSFTCommon51,482-5,70517,531,777,0003,817,177,0004.240.00 Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon32,1225,36114,238,966,0004,004,858,0003.44  Hist 06/30/2023
ISHARES GOLD TRUST IAUCommon389,9702,36614,191,023,000783,807,0003.430.05 Hist 06/30/2023
iSHARES TRUST USMVCommon175,344-8,16613,033,292,000-197,773,0003.15  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon62,821-5810,203,993,000655,828,0002.47  Hist 06/30/2023
Pacer Funds Trust PTLCCommon206,45608,526,617,000786,596,0002.06  Hist 06/30/2023
AMAZON COM INC AMZNCommon64,9595,9048,468,056,0003,507,436,0002.05  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon51,0743,0807,428,136,000992,129,0001.800.00 Hist 06/30/2023
SPDR S&P MIDCAP 400 ETF TRUST MDYCommon13,743-8886,581,456,000102,824,0001.59  Hist 06/30/2023
Alphabet Inc. GOOGLCOM53,1226,4786,358,757,0002,243,318,0001.54  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon11,5121,1685,532,932,00048,755,0001.340.00 Hist 06/30/2023
VISA INC. VCL A22,928-295,445,041,000675,582,0001.32  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK24,1661,4955,320,462,000699,948,0001.29  Hist 06/30/2023
HOME DEPOT, INC. HDCommon17,051-5715,296,858,000-269,324,0001.280.00 Hist 06/30/2023
Merck & Co., Inc. MRKCOM45,875-2,4225,293,554,000-64,991,0001.28  Hist 06/30/2023
Eaton Corp plc ETNSHS26,2521,1635,279,278,0001,341,508,0001.280.01 Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon9,6362205,187,631,000889,065,0001.26  Hist 06/30/2023
SPDR SERIES TRUST SDYCommon38,747-24,1774,749,577,000-3,122,881,0001.15  Hist 06/30/2023
O REILLY AUTOMOTIVE INC ORLYCOM4,677-2584,467,939,000302,651,0001.080.01 Hist 06/30/2023
ADOBE INC. ADBECommon8,6831,6484,245,901,0001,878,412,0001.030.00 Hist 06/30/2023
UNION PACIFIC CORP UNPCommon20,7232844,240,267,0008,002,0001.030.00 Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD86,19874,8183,980,639,0003,503,020,0000.96  Hist 06/30/2023
Trane Technologies plc TTCommon Stock20,6461,5133,948,684,000732,617,0000.960.01 Hist 06/30/2023
Salesforce, Inc. CRMCommon18,3983,2933,886,762,0001,883,990,0000.94  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLKCOM21,330-6663,708,349,000971,142,0000.90  Hist 06/30/2023
S&P Global Inc. SPGICOM9,0871,0013,642,972,000934,651,0000.880.00 Hist 06/30/2023
Intercontinental Exchange, Inc. ICECOM30,7983,2373,482,680,000655,205,0000.840.01 Hist 06/30/2023
ELI LILLY & Co LLYCommon7,2131053,382,655,000782,292,0000.820.00 Hist 06/30/2023
DIAGEO PLC DEOSPON ADR NEW19,4691,5073,377,457,000176,780,0000.82  Hist 06/30/2023
DEVON ENERGY CORP/DE DVNCommon67,827-18,4283,278,739,000-2,026,807,0000.790.01 Hist 06/30/2023
Marathon Petroleum Corp MPCCommon27,676-11,0883,227,043,000-1,284,657,0000.780.01 Hist 06/30/2023
ALLSTATE CORP ALLCommon29,2249313,186,585,000-649,893,0000.77  Hist 06/30/2023
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