Meridian Wealth Advisors, LLC
Top Portfolio Positions
140 positions ·
$478,135,127 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
322,172 | $54,659,701 | 11.43% | |
| IAU |
Ishares Gold Trust
|
585,046 | $51,577,655 | 10.79% | |
| AAPL |
Apple Inc.
Technology
|
93,479 | $23,724,035 | 4.96% | |
| MSFT |
Microsoft Corp
Technology
|
57,135 | $21,149,662 | 4.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
31,360 | $20,394,662 | 4.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
52,079 | $15,319,558 | 3.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,211 | $15,013,795 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
84,386 | $14,716,918 | 3.08% | |
| AESI |
Atlas Energy Solutions Inc.
Energy
|
953,958 | $12,515,928 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,402 | $11,538,574 | 2.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AESI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,515,928 | 953,958 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,334,824 | 990,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,846,846 | 2,449,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,123,319 | 2,477,436 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,201,839 | 2,645,843 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $59,415,784 | 2,678,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $58,427,182 | 2,680,146 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $53,362,375 | 2,677,490 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $48,155,039 | 2,128,870 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,794,923 | 1,265,675 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||