Meridian Wealth Advisors 13F annual report
Meridian Wealth Advisors is an investment fund managing more than $559 billion ran by Joshua Galatzan. There are currently 146 companies in Mr. Galatzan’s portfolio. The largest investments include Atlas Energy Solutions Inc and Ishares Tr, together worth $126 billion.
$559 billion Assets Under Management (AUM)
As of 26th July 2024, Meridian Wealth Advisors’s top holding is 2,677,490 shares of Atlas Energy Solutions Inc currently worth over $53.4 billion and making up 9.5% of the portfolio value.
In addition, the fund holds 310,796 shares of Ishares Tr worth $72.3 billion.
The third-largest holding is Exxon Mobil worth $36.4 billion and the next is Microsoft worth $23.9 billion, with 53,462 shares owned.
Currently, Meridian Wealth Advisors's portfolio is worth at least $559 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Meridian Wealth Advisors
The Meridian Wealth Advisors office and employees reside in Austin, Texas. According to the last 13-F report filed with the SEC, Joshua Galatzan serves as the Chief Compliance Officer at Meridian Wealth Advisors.
Recent trades
In the most recent 13F filing, Meridian Wealth Advisors revealed that it had opened a new position in
Ishares Tr and bought 10,133 shares worth $396 million.
The investment fund also strengthened its position in Atlas Energy Solutions Inc by buying
548,620 additional shares.
This makes their stake in Atlas Energy Solutions Inc total 2,677,490 shares worth $53.4 billion.
On the other hand, there are companies that Meridian Wealth Advisors is getting rid of from its portfolio.
Meridian Wealth Advisors closed its position in Pioneer Nat Res Co on 2nd August 2024.
It sold the previously owned 15,249 shares for $4 billion.
Joshua Galatzan also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $21 billion and 99,637 shares.
One of the average hedge funds
The two most similar investment funds to Meridian Wealth Advisors are Arete Wealth Advisors and Viking Fund Management. They manage $560 billion and $558 billion respectively.
Joshua Galatzan investment strategy
Meridian Wealth Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 12.0% of
the total portfolio value.
The fund focuses on investments in the United States as
43.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
45% of the total holdings value.
On the other hand, small-cap stocks make up only 0.7% of the portfolio.
The average market cap of the portfolio companies is close to $210 billion.
The complete list of Meridian Wealth Advisors trades based on 13F SEC filings
These positions were updated on August 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Atlas Energy Solutions Inc |
25.77%
2,677,490
|
$53,362,371,000 | 9.54% |
| Ishares Tr |
0.55%
310,796
|
$72,305,683,000 | 12.93% |
| Exxon Mobil Corp. |
19.96%
316,090
|
$36,388,225,000 | 6.51% |
| Microsoft Corporation |
0.70%
53,462
|
$23,894,667,000 | 4.27% |
| Apple Inc |
4.03%
99,637
|
$20,985,637,000 | 3.75% |
| Spdr Sp 500 Etf Tr |
7.55%
33,086
|
$18,006,053,000 | 3.22% |
| Ishares Gold Tr |
8.35%
401,495
|
$17,637,655,000 | 3.15% |
| Amazon.com Inc. |
2.87%
69,972
|
$13,522,090,000 | 2.42% |
| Vanguard Specialized Funds |
1.73%
66,773
|
$12,189,426,000 | 2.18% |
| Jpmorgan Chase Co. |
2.39%
56,232
|
$11,373,434,000 | 2.03% |
| Pacer Fds Tr |
No change
237,286
|
$11,342,898,000 | 2.03% |
| Alphabet Inc |
3.31%
71,921
|
$13,122,860,000 | 2.35% |
| Costco Whsl Corp New |
2.33%
10,925
|
$9,286,298,000 | 1.66% |
| Eaton Corp Plc |
2.98%
28,187
|
$8,838,066,000 | 1.58% |
| Trane Technologies plc |
3.94%
23,253
|
$7,648,450,000 | 1.37% |
| NVIDIA Corp |
900.41%
58,014
|
$7,167,094,000 | 1.28% |
| Spdr Sp Midcap 400 Etf Tr |
0.88%
12,793
|
$6,845,042,000 | 1.22% |
| Vanguard Index Fds |
3.40%
43,875
|
$11,293,970,000 | 2.02% |
| Merck Co Inc |
5.02%
54,189
|
$6,708,571,000 | 1.20% |
| Unitedhealth Group Inc |
3.69%
13,070
|
$6,656,066,000 | 1.19% |
| Visa Inc |
0.92%
25,140
|
$6,598,598,000 | 1.18% |
| Home Depot, Inc. |
1.57%
18,306
|
$6,301,805,000 | 1.13% |
| Eli Lilly Co |
2.99%
6,900
|
$6,247,111,000 | 1.12% |
| Oreilly Automotive Inc |
6.23%
5,355
|
$5,655,202,000 | 1.01% |
| Union Pac Corp |
7.06%
23,896
|
$5,406,626,000 | 0.97% |
| Vanguard Tax-managed Fds |
3.30%
108,575
|
$5,365,760,000 | 0.96% |
| Adobe Inc |
2.46%
9,413
|
$5,229,299,000 | 0.93% |
| Allstate Corp (The) |
0.35%
32,030
|
$5,113,957,000 | 0.91% |
| Marathon Pete Corp |
1.51%
29,447
|
$5,108,531,000 | 0.91% |
| Intercontinental Exchange In |
8.26%
37,063
|
$5,073,500,000 | 0.91% |
| Salesforce Inc |
0.78%
19,369
|
$4,979,807,000 | 0.89% |
| Sp Global Inc |
9.09%
10,985
|
$4,899,395,000 | 0.88% |
| Select Sector Spdr Tr |
0.28%
51,879
|
$7,481,164,000 | 1.34% |
| Advanced Micro Devices Inc. |
3.01%
25,581
|
$4,149,495,000 | 0.74% |
| Spdr Ser Tr |
2.85%
32,301
|
$4,108,026,000 | 0.73% |
| Pioneer Nat Res Co |
Closed
15,249
|
$4,002,788,000 | |
| Devon Energy Corp. |
3.18%
83,189
|
$3,943,141,000 | 0.70% |
| Fiserv, Inc. |
0.49%
25,775
|
$3,841,506,000 | 0.69% |
| Inhibrx, Inc. |
Closed
100,000
|
$3,496,000,000 | |
| IQVIA Holdings Inc |
2.42%
16,107
|
$3,405,665,000 | 0.61% |
| Comcast Corp New |
2.48%
85,367
|
$3,342,964,000 | 0.60% |
| American Tower Corp. |
32.68%
16,188
|
$3,146,590,000 | 0.56% |
| Steris Plc |
15.47%
13,790
|
$3,027,361,000 | 0.54% |
| Bank America Corp |
No change
75,485
|
$3,002,039,000 | 0.54% |
| Air Prods Chems Inc |
29.42%
11,604
|
$2,994,529,000 | 0.54% |
| Diageo plc |
3.47%
23,621
|
$2,978,195,000 | 0.53% |
| Edwards Lifesciences Corp |
2.75%
31,617
|
$2,920,418,000 | 0.52% |
| Coca-Cola Co |
129.06%
43,237
|
$2,752,058,000 | 0.49% |
| AMGEN Inc. |
No change
8,008
|
$2,502,100,000 | 0.45% |
| Amplify Etf Tr |
0.04%
64,054
|
$2,478,908,000 | 0.44% |
| Broadcom Inc |
0.58%
1,383
|
$2,220,339,000 | 0.40% |
| Johnson Johnson |
1.64%
14,468
|
$2,114,611,000 | 0.38% |
| Procter And Gamble Co |
31.09%
12,682
|
$2,091,575,000 | 0.37% |
| Pepsico Inc |
0.23%
12,590
|
$2,076,516,000 | 0.37% |
| Walmart Inc |
0.90%
30,248
|
$2,048,126,000 | 0.37% |
| Calamos Strategic Total Retu |
No change
97,222
|
$1,637,219,000 | 0.29% |
| Raymond James Finl Inc |
No change
12,669
|
$1,566,016,000 | 0.28% |
| Vanguard Scottsdale Fds |
0.54%
18,732
|
$1,535,446,000 | 0.27% |
| Lauder Estee Cos Inc |
3.39%
14,415
|
$1,533,784,000 | 0.27% |
| Enterprise Prods Partners L |
0.05%
52,848
|
$1,531,536,000 | 0.27% |
| Honeywell International Inc |
0.06%
7,130
|
$1,522,483,000 | 0.27% |
| Vanguard World Fd |
2.61%
9,830
|
$2,386,434,000 | 0.43% |
| Chevron Corp. |
24.62%
9,294
|
$1,453,788,000 | 0.26% |
| Lowes Cos Inc |
0.02%
6,444
|
$1,420,637,000 | 0.25% |
| Mastercard Incorporated |
0.41%
2,919
|
$1,287,747,000 | 0.23% |
| Spdr Gold Tr |
4.10%
5,861
|
$1,260,174,000 | 0.23% |
| Qualcomm, Inc. |
No change
6,149
|
$1,224,758,000 | 0.22% |
| Sitio Royalties Corp |
No change
50,571
|
$1,193,982,000 | 0.21% |
| Chubb Limited |
2.01%
4,661
|
$1,188,831,000 | 0.21% |
| International Business Machs |
19.53%
6,860
|
$1,186,425,000 | 0.21% |
| Mcdonalds Corp |
0.91%
4,538
|
$1,156,567,000 | 0.21% |
| Analog Devices Inc. |
0.40%
5,010
|
$1,143,601,000 | 0.20% |
| Pfizer Inc. |
154.79%
39,436
|
$1,103,420,000 | 0.20% |
| Motorola Solutions Inc |
1.61%
2,844
|
$1,098,015,000 | 0.20% |
| Meta Platforms Inc |
1.79%
2,099
|
$1,058,486,000 | 0.19% |
| Cisco Sys Inc |
5.79%
21,918
|
$1,041,315,000 | 0.19% |
| Energy Transfer L P |
No change
61,054
|
$990,296,000 | 0.18% |
| Thermo Fisher Scientific Inc. |
0.42%
1,661
|
$918,570,000 | 0.16% |
| Lockheed Martin Corp. |
31.42%
1,962
|
$916,646,000 | 0.16% |
| Blackrock Inc. |
2.32%
1,147
|
$902,976,000 | 0.16% |
| Abbott Labs |
0.62%
7,615
|
$791,275,000 | 0.14% |
| Danaher Corp. |
0.23%
3,082
|
$770,038,000 | 0.14% |
| Nike, Inc. |
1.52%
9,161
|
$690,465,000 | 0.12% |
| Att Inc |
15.33%
34,055
|
$650,792,000 | 0.12% |
| Blackstone Inc |
No change
5,235
|
$648,093,000 | 0.12% |
| Automatic Data Processing In |
0.53%
2,655
|
$633,722,000 | 0.11% |
| Palo Alto Networks Inc |
3.99%
1,825
|
$618,694,000 | 0.11% |
| Texas Instrs Inc |
0.70%
3,103
|
$603,627,000 | 0.11% |
| American Express Co. |
1.73%
2,593
|
$600,410,000 | 0.11% |
| RTX Corp |
29.90%
5,710
|
$573,227,000 | 0.10% |
| Mondelez International Inc. |
1.37%
8,664
|
$566,986,000 | 0.10% |
| Tjx Cos Inc New |
7.26%
5,005
|
$551,051,000 | 0.10% |
| Taiwan Semiconductor Mfg Ltd |
1.12%
3,165
|
$550,109,000 | 0.10% |
| CME Group Inc |
4.06%
2,765
|
$543,556,000 | 0.10% |
| Invesco Exchange Traded Fd T |
6.39%
13,354
|
$878,504,000 | 0.16% |
| Illinois Tool Wks Inc |
No change
2,076
|
$491,929,000 | 0.09% |
| First Trust Lrgcp Gwt Alphad |
No change
3,950
|
$483,994,000 | 0.09% |
| Accenture Plc Ireland |
2.48%
1,569
|
$476,038,000 | 0.09% |
| Republic Svcs Inc |
0.25%
2,382
|
$462,918,000 | 0.08% |
| Diamondback Energy Inc |
1.56%
2,282
|
$456,834,000 | 0.08% |
| Schwab Strategic Tr |
63.88%
5,721
|
$444,865,000 | 0.08% |
| KLA Corp. |
No change
520
|
$428,746,000 | 0.08% |
| ServiceNow Inc |
No change
540
|
$424,802,000 | 0.08% |
| Oracle Corp. |
1.50%
2,851
|
$402,562,000 | 0.07% |
| VanEck ETF Trust |
No change
11,733
|
$398,086,000 | 0.07% |
| Zoetis Inc |
No change
2,290
|
$396,995,000 | 0.07% |
| Ishares Tr |
Opened
10,133
|
$395,693,000 | 0.07% |
| Waste Mgmt Inc Del |
0.11%
1,849
|
$394,443,000 | 0.07% |
| MercadoLibre Inc |
No change
232
|
$381,269,000 | 0.07% |
| Oneok Inc. |
0.71%
4,596
|
$374,804,000 | 0.07% |
| Verizon Communications Inc |
10.63%
8,961
|
$369,560,000 | 0.07% |
| Medtronic Plc |
5.31%
4,664
|
$367,104,000 | 0.07% |
| Pnc Finl Svcs Group Inc |
No change
2,292
|
$356,361,000 | 0.06% |
| Marsh Mclennan Cos Inc |
0.61%
1,647
|
$347,027,000 | 0.06% |
| Nxp Semiconductors N V |
No change
1,269
|
$341,476,000 | 0.06% |
| SM Energy Co |
No change
7,720
|
$333,736,000 | 0.06% |
| NextEra Energy Inc |
22.23%
4,602
|
$325,888,000 | 0.06% |
| Caterpillar Inc. |
5.61%
959
|
$319,443,000 | 0.06% |
| Invesco Exch Trd Slf Idx Fd |
No change
13,902
|
$318,495,000 | 0.06% |
| Conocophillips |
1.40%
2,749
|
$314,431,000 | 0.06% |
| Applied Matls Inc |
2.33%
1,320
|
$311,543,000 | 0.06% |
| Liberty Energy Inc |
No change
14,800
|
$309,172,000 | 0.06% |
| United Parcel Service, Inc. |
16.08%
2,160
|
$295,596,000 | 0.05% |
| Starwood Ppty Tr Inc |
26.32%
15,400
|
$291,676,000 | 0.05% |
| Intel Corp. |
Closed
6,582
|
$290,727,000 | |
| CVS Health Corp |
15.56%
4,872
|
$287,741,000 | 0.05% |
| First Tr Exch Traded Fd Iii |
1.45%
16,532
|
$286,998,000 | 0.05% |
| Novartis AG |
No change
2,601
|
$276,903,000 | 0.05% |
| Abbvie Inc |
5.35%
1,574
|
$269,973,000 | 0.05% |
| Sprott Etf Trust |
No change
10,000
|
$266,700,000 | 0.05% |
| CSX Corp. |
No change
7,500
|
$250,875,000 | 0.04% |
| Kimberly-Clark Corp. |
No change
1,789
|
$247,240,000 | 0.04% |
| Public Svc Enterprise Grp In |
Opened
3,349
|
$246,822,000 | 0.04% |
| Eog Res Inc |
No change
1,943
|
$244,615,000 | 0.04% |
| Spdr Ser Tr |
Opened
3,773
|
$241,462,000 | 0.04% |
| Tesla Inc |
No change
1,215
|
$240,425,000 | 0.04% |
| Autozone Inc. |
No change
80
|
$237,128,000 | 0.04% |
| Invesco Exch Traded Fd Tr Ii |
No change
5,250
|
$233,258,000 | 0.04% |
| Block Inc |
No change
3,539
|
$228,231,000 | 0.04% |
| Equinix Inc |
No change
289
|
$218,658,000 | 0.04% |
| Vanguard World Fd |
Opened
378
|
$218,198,000 | 0.04% |
| Ribbon Communications Inc |
No change
64,866
|
$213,410,000 | 0.04% |
| Williams Cos Inc |
Opened
5,000
|
$212,500,000 | 0.04% |
| Sherwin-Williams Co. |
Closed
603
|
$209,440,000 | |
| Crown Castle Inc |
Closed
1,966
|
$208,062,000 | |
| Canadian Natl Ry Co |
No change
1,700
|
$200,821,000 | 0.04% |
| Aon plc. |
Closed
600
|
$200,232,000 | |
| Invesco Ltd |
No change
10,798
|
$161,539,000 | 0.03% |
| Eaton Vance Tax-managed Glob |
No change
17,936
|
$151,560,000 | 0.03% |
| Bgc Group Inc |
No change
11,100
|
$92,130,000 | 0.02% |
| Propetro Hldg Corp |
No change
10,000
|
$86,700,000 | 0.02% |
| Reservoir Media Inc |
No change
10,000
|
$79,000,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 152 holdings | |||
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