0001768095-20-000002.txt : 20200814
0001768095-20-000002.hdr.sgml : 20200814
20200813200447
ACCESSION NUMBER: 0001768095-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Meridian Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001768095
IRS NUMBER: 810872715
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19356
FILM NUMBER: 201100929
BUSINESS ADDRESS:
STREET 1: 3600 N. CAPITAL OF TEXAS HIGHWAY
STREET 2: BUILDING B, SUITE 150
CITY: AUSTIN
STATE: TX
ZIP: 78746
BUSINESS PHONE: 5127175580
MAIL ADDRESS:
STREET 1: 3600 N. CAPITAL OF TEXAS HIGHWAY
STREET 2: BUILDING B, SUITE 150
CITY: AUSTIN
STATE: TX
ZIP: 78746
13F-HR
1
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06-30-2020
06-30-2020
Meridian Wealth Advisors, LLC
3600 N. CAPITAL OF TEXAS HIGHWAY
BUILDING B, SUITE 150
AUSTIN
TX
78746
13F HOLDINGS REPORT
028-19356
N
JOSHUA L. GALATZAN
CHIEF COMPLIANCE OFFICER
5127175580
JOSHUA L. GALATZAN
AUSTIN
TX
08-13-2020
0
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216367
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INFORMATION TABLE
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13FMeridian20200630.xml
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COM
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7165
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COM
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SH
SOLE
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AIR PRODS & CHEMS INC
COM
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853
3534
SH
SOLE
0
0
3534
ALLSTATE CORP
COM
020002101
806
8312
SH
SOLE
0
0
8312
AMAZON COM INC
COM
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4464
1618
SH
SOLE
0
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1618
AMERICAN CAMPUS CMNTYS INC
COM
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1524
43593
SH
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0
43593
AMERICAN EXPRESS CO
COM
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286
3005
SH
SOLE
0
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3005
AMGEN INC
COM
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10669
SH
SOLE
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0
10669
APPLE INC
COM
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16189
SH
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16189
ASTRAZENECA PLC
SPONSORED ADR
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5350
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AUTOMATIC DATA PROCESSING IN
COM
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BK OF AMERICA CORP
COM
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BECTON DICKINSON & CO
COM
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3335
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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COM
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CSX CORP
COM
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CVS HEALTH CORP
COM
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CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
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COM
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CITIGROUP INC
COM NEW
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COM
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DANAHER CORPORATION
COM
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COM
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INTEL CORP
COM
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COM
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MSCI EAFE ETF
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RUS 1000 GRW ETF
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RUS 1000 ETF
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U.S. TECH ETF
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GL CLEAN ENE ETF
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COM
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COM
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LAUDER ESTEE COS INC
CL A
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LOCKHEED MARTIN CORP
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LOWES COS INC
COM
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
224
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COM
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COM
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MONDELEZ INTL INC
CL A
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COM NEW
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NIKE INC
CL B
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NORTHERN OIL & GAS INC NEV
COM
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COM
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COM
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COM
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COM
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COM
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COM
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N Y SHS NEW
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MCAP GR IDXVIP
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LARGE CAP ETF
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COM
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RAYTHEON TECHNOLOGIES CORP
COM
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UNIT SER 1
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PFD SECS INC ETF
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S&P MIDCP LOW
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AT&T INC
COM
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ADOBE INC
COM
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CAP STK CL A
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COM
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CL A
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COM
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BROADCOM INC
COM
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CME GROUP INC
COM
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SPON ADR NEW
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COM
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EQUINIX INC
COM
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COM
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HDG MSCI EAFE
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COM
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2045
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J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
565
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LIBERTY OILFIELD SVCS INC
COM CL A
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COM
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210
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MERCK & CO. INC
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NVIDIA CORPORATION
COM
67066G104
462
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COM
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TRENDP US LAR CP
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GOLD SHS
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S&P DIVID ETF
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UT SER 1
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UTSER1 S&PDCRP
78467Y107
2904
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COM
79466L302
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SBI HEALTHCARE
81369Y209
519
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242
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SBI CONS DISCR
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SBI INT-INDS
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TECHNOLOGY
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SERVICENOW INC
COM
81762P102
219
540
SH
SOLE
0
0
540
3M CO
COM
88579Y101
428
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SH
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0
0
2744
TRUIST FINL CORP
COM
89832Q109
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UNITED STS OIL FD LP
UNITS
91232N207
261
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0
0
9301
UNITEDHEALTH GROUP INC
COM
91324P102
2564
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HEALTH CAR ETF
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VANGUARD WORLD FDS
INF TECH ETF
92204A702
249
893
SH
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0
0
893
VERIZON COMMUNICATIONS INC
COM
92343V104
1567
28415
SH
SOLE
0
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28415
VISA INC
COM CL A
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2245
11623
SH
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0
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11623
WASTE MGMT INC DEL
COM
94106L109
245
2309
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
775
3611
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EATON CORP PLC
SHS
G29183103
946
10819
SH
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0
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10819
INVESCO LTD
SHS
G491BT108
171
15875
SH
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15875
MEDTRONIC PLC
SHS
G5960L103
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0
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12774
TRANE TECHNOLOGIES PLC
SHS
G8994E103
513
5764
SH
SOLE
0
0
5764
CHUBB LIMITED
COM
H1467J104
594
4689
SH
SOLE
0
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4689