Titelia

Holdings of Meridian Wealth Advisors, LLC

189 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.9 % of the equity sleeve

Sector breakdown

  • Funds 17.4 %
  • Technology 12.8 %
  • Energy 8.6 %
  • Financials 7.0 %
  • Consumer discretionary 4.3 %
  • Health care 4.2 %
  • Communication 4.1 %
  • Consumer staples 3.3 %
  • Industrials 2.5 %
  • Real estate 0.5 %
  • Materials 0.5 %
  • Utilities 0.1 %
  • Unattributed 34.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US188726.9M $99.85 %
2TW11.1M $0.15 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 122,18379.8M $
2Exxon Mobil Corp 322,17254.7M $
3Ishares Gold Trust 585,04651.6M $
4Apple Inc 93,47923.7M $
5Vanguard Mid-Cap ETF 78,55222.6M $
6iShares MSCI USA Min Vol Factor ETF 236,77522M $
7Microsoft Corp 57,13521.1M $
8State Street SPDR S&P 500 ETF Trust 31,36020.4M $
9Vanguard S&P 500 ETF 26,77216M $
10JPMorgan Chase & Co 52,07915.3M $
11Alphabet Inc 52,21115M $
12Ishares S&p 100 Etf 46,57614.8M $
13NVIDIA Corp 84,38614.7M $
14Vanguard FTSE Developed Markets ETF 217,70614M $
15Avantis International Equity ETF 162,81113.8M $
16VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 61,52013.2M $
17Atlas Energy Solutions Inc 953,95812.5M $
18Amazon.com Inc 55,40211.5M $
19Pacer Trendpilot US Large Cap 203,94610.7M $
20Costco Wholesale Corp 10,36110.3M $
21State Street SPDR S&P Dividend ETF 58,1588.5M $
22iShares Russell 1000 Growth ETF 18,9718.1M $
23Walmart Inc 63,0447.8M $
24State Street SPDR S&P MidCap 400 ETF Trust 11,9067.3M $
25Third Coast Bancshares Inc 190,7927.2M $
26Broadcom Inc 20,6686.4M $
27Berkshire Hathaway Inc 13,2336.3M $
28Visa Inc 20,8536.3M $
29Marathon Petroleum Corp 24,4306M $
30S&P Global Inc 13,6555.8M $
31Home Depot Inc/The 17,6125.8M $
32O'Reilly Automotive Inc 62,0745.7M $
33Eli Lilly & Co 6,2295.7M $
34McKesson Corp 6,4005.5M $
35Advanced Micro Devices Inc 26,4735.4M $
36Allstate Corp/The 25,2885.2M $
37Alphabet Inc 17,8035.1M $
38Meta Platforms Inc 8,9065.1M $
39iShares Trust 41,9244.7M $
40SELECT SECTOR SPDR TRUST (THE) 34,6014.6M $
41Honeywell International Inc 19,7664.5M $
42IQVIA Holdings Inc 24,0934.1M $
43Coca-Cola Co/The 47,1643.6M $
44Morgan Stanley 21,7453.6M $
45Netflix Inc 35,4863.4M $
46Air Products and Chemicals Inc 11,3293.3M $
47Palo Alto Networks Inc 20,4563.3M $
48International Business Machines Corp. 13,3373.2M $
49Merck & Co Inc 25,6993.1M $
50Cisco Systems, Inc. 39,3723.1M $
51Starbucks Corp 33,4713M $
52Amgen Inc 8,3642.9M $
53iShares Core S&P Mid-Cap ETF 42,4752.9M $
54Union Pacific Corp 11,5032.8M $
55Johnson & Johnson 11,0302.7M $
56Applied Materials Inc 7,8112.7M $
57Iron Mountain Inc 25,3992.6M $
58SPDR Gold Shares 5,6462.4M $
59Uber Technologies Inc 33,7342.4M $
60Invesco S&P 500 Equal Weight ETF 12,4862.4M $
61Invesco QQQ Trust Series 1 3,8862.2M $
62Snowflake Inc 14,6562.2M $
63Dover Corp 10,1392.1M $
64Chevron Corp 9,1601.9M $
65Vanguard Total Stock Market ETF 5,4431.7M $
66Vanguard Scottsdale Funds 16,6131.7M $
67Lowe's Cos Inc 6,7611.6M $
68Analog Devices Inc 4,8131.5M $
69Enterprise Products Partners LP 40,4481.5M $
70Calamos Strategic Total Return 85,7221.5M $
71iShares U.S. Technology ETF 8,0761.5M $
72Mastercard Inc 2,8391.4M $
73Raymond James Financial Inc 9,5791.4M $
74UnitedHealth Group Inc 5,0911.4M $
75Vanguard World Fund 5,0011.4M $
76Energy Transfer LP 68,3651.3M $
77McDonald's Corp. 4,1621.3M $
78Pfizer Inc 44,6431.3M $
79PepsiCo Inc 7,9621.2M $
80Lockheed Martin Corp 1,9481.2M $
81iShares Russell 2000 ETF 4,6691.2M $
82SPDR Series Trust 19,2881.1M $
83iShares Trust 3,1901.1M $
84Pacer Trendpilot US Mid Cap ET 31,0371.1M $
85VanEck Gold Miners ETF/USA 11,9551.1M $
86Rollins Inc 20,3161.1M $
87Taiwan Semiconductor Manufacturing Co Ltd 3,1661.1M $
88RTX Corp 5,3331M $
89Salesforce Inc 5,285986.5K $
90AT&T Inc 32,941955K $
91Blackrock Inc 987949.2K $
92TJX Cos Inc/The 5,736916.1K $
93Vanguard Growth ETF 2,016880.6K $
94Goldman Sachs Group Inc/The 1,031872.1K $
95Vanguard Large-Cap ETF 2,750821.8K $
96Realty Income Corp 13,105801.8K $
97Blackstone Inc 6,839786.4K $
98Abbott Laboratories 7,643784.7K $
99Procter & Gamble Co/The 5,394779.2K $
100Select Sector Spdr Trust 4,805777.1K $