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 primary_doc.xml 13F-HR LIVE false false false 0001768095 XXXXXXXX 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 0 164 216367 false
INFORMATION TABLE 2 13FMeridian20200630.xml ABBOTT LABS COM 002824100 655 7165 SH SOLE 0 0 7165 ADVANCED MICRO DEVICES INC COM 007903107 518 9850 SH SOLE 0 0 9850 AIR PRODS & CHEMS INC COM 009158106 853 3534 SH SOLE 0 0 3534 ALLSTATE CORP COM 020002101 806 8312 SH SOLE 0 0 8312 AMAZON COM INC COM 023135106 4464 1618 SH SOLE 0 0 1618 AMERICAN CAMPUS CMNTYS INC COM 024835100 1524 43593 SH SOLE 0 0 43593 AMERICAN EXPRESS CO COM 025816109 286 3005 SH SOLE 0 0 3005 AMGEN INC COM 031162100 2516 10669 SH SOLE 0 0 10669 APPLE INC COM 037833100 5906 16189 SH SOLE 0 0 16189 ASTRAZENECA PLC SPONSORED ADR 046353108 283 5350 SH SOLE 0 0 5350 AUTOMATIC DATA PROCESSING IN COM 053015103 427 2866 SH SOLE 0 0 2866 BK OF AMERICA CORP COM 060505104 1789 75346 SH SOLE 0 0 75346 BECTON DICKINSON & CO COM 075887109 798 3335 SH SOLE 0 0 3335 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1931 10815 SH SOLE 0 0 10815 BRISTOL-MYERS SQUIBB CO COM 110122108 241 4105 SH SOLE 0 0 4105 CSX CORP COM 126408103 225 3232 SH SOLE 0 0 3232 CVS HEALTH CORP COM 126650100 288 4433 SH SOLE 0 0 4433 CALAMOS STRATEGIC TOTL RETN COM SH BEN INT 128125101 1055 84900 SH SOLE 0 0 84900 CHEVRON CORP NEW COM 166764100 4673 52374 SH SOLE 0 0 52374 CITIGROUP INC COM NEW 172967424 388 7601 SH SOLE 0 0 7601 COCA COLA CO COM 191216100 582 13032 SH SOLE 0 0 13032 DANAHER CORPORATION COM 235851102 717 4056 SH SOLE 0 0 4056 DISNEY WALT CO COM DISNEY 254687106 558 5001 SH SOLE 0 0 5001 DOLLAR GEN CORP NEW COM 256677105 369 1938 SH SOLE 0 0 1938 EATON VANCE ENHANCED EQ INC COM 278274105 142 10000 SH SOLE 0 0 10000 ENTERPRISE PRODS PARTNERS L COM 293792107 737 40543 SH SOLE 0 0 40543 HOME DEPOT INC COM 437076102 2848 11368 SH SOLE 0 0 11368 HONEYWELL INTL INC COM 438516106 935 6467 SH SOLE 0 0 6467 ILLINOIS TOOL WKS INC COM 452308109 339 1939 SH SOLE 0 0 1939 INTEL CORP COM 458140100 712 11892 SH SOLE 0 0 11892 INTERNATIONAL BUSINESS MACHS COM 459200101 364 3014 SH SOLE 0 0 3014 GOLD TRUST ISHARES 464285105 4972 292669 SH SOLE 0 0 292669 ISHARES TR CORE S&P500 ETF 464287200 17340 55992 SH SOLE 0 0 55992 ISHARES TR S&P 500 GRWT ETF 464287309 1212 5839 SH SOLE 0 0 5839 ISHARES TR 20 YR TR BD ETF 464287432 1582 9650 SH SOLE 0 0 9650 ISHARES TR MSCI EAFE ETF 464287465 302 4965 SH SOLE 0 0 4965 ISHARES TR NASDAQ BIOTECH 464287556 321 2345 SH SOLE 0 0 2345 ISHARES TR RUS 1000 VAL ETF 464287598 286 2537 SH SOLE 0 0 2537 ISHARES TR RUS 1000 GRW ETF 464287614 1291 6728 SH SOLE 0 0 6728 ISHARES TR RUS 1000 ETF 464287622 552 3217 SH SOLE 0 0 3217 ISHARES TR RUSSELL 2000 ETF 464287655 708 4947 SH SOLE 0 0 4947 ISHARES TR CORE S&P US GWT 464287671 420 5845 SH SOLE 0 0 5845 ISHARES TR U.S. TECH ETF 464287721 853 3160 SH SOLE 0 0 3160 ISHARES TR GL CLEAN ENE ETF 464288224 409 32643 SH SOLE 0 0 32643 ISHARES TR PFD AND INCM SEC 464288687 502 14500 SH SOLE 0 0 14500 JOHNSON & JOHNSON COM 478160104 1377 9791 SH SOLE 0 0 9791 KANSAS CITY SOUTHERN COM NEW 485170302 427 2857 SH SOLE 0 0 2857 KIMBERLY CLARK CORP COM 494368103 293 2073 SH SOLE 0 0 2073 L3HARRIS TECHNOLOGIES INC COM 502431109 496 2926 SH SOLE 0 0 2926 LAUDER ESTEE COS INC CL A 518439104 954 5054 SH SOLE 0 0 5054 LILLY ELI & CO COM 532457108 636 3876 SH SOLE 0 0 3876 LOCKHEED MARTIN CORP COM 539830109 959 2628 SH SOLE 0 0 2628 LOWES COS INC COM 548661107 687 5085 SH SOLE 0 0 5085 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 224 5188 SH SOLE 0 0 5188 MCDONALDS CORP COM 580135101 932 5051 SH SOLE 0 0 5051 MICROSOFT CORP COM 594918104 10612 52145 SH SOLE 0 0 52145 MONDELEZ INTL INC CL A 609207105 842 16458 SH SOLE 0 0 16458 MOTOROLA SOLUTIONS INC COM NEW 620076307 784 5596 SH SOLE 0 0 5596 NIKE INC CL B 654106103 508 5178 SH SOLE 0 0 5178 NORTHERN OIL & GAS INC NEV COM 665531109 8 10000 SH SOLE 0 0 10000 NORTHROP GRUMMAN CORP COM 666807102 219 712 SH SOLE 0 0 712 PARKER HANNIFIN CORP COM 701094104 217 1185 SH SOLE 0 0 1185 PEPSICO INC COM 713448108 642 4854 SH SOLE 0 0 4854 PFIZER INC COM 717081103 473 14464 SH SOLE 0 0 14464 PIONEER NAT RES CO COM 723787107 207 2120 SH SOLE 0 0 2120 PROCTER AND GAMBLE CO COM 742718109 748 6254 SH SOLE 0 0 6254 QUALCOMM INC COM 747525103 251 2750 SH SOLE 0 0 2750 RAYMOND JAMES FINL INC COM 754730109 712 10344 SH SOLE 0 0 10344 REPUBLIC SVCS INC COM 760759100 543 6622 SH SOLE 0 0 6622 RIBBON COMMUNICATIONS INC COM 762544104 353 89866 SH SOLE 0 0 89866 ROCKWELL AUTOMATION INC COM 773903109 295 1385 SH SOLE 0 0 1385 SHERWIN WILLIAMS CO COM 824348106 344 595 SH SOLE 0 0 595 SYSCO CORP COM 871829107 452 8263 SH SOLE 0 0 8263 TJX COS INC NEW COM 872540109 649 12839 SH SOLE 0 0 12839 TEXAS INSTRS INC COM 882508104 375 2951 SH SOLE 0 0 2951 THERMO FISHER SCIENTIFIC INC COM 883556102 774 2136 SH SOLE 0 0 2136 UNILEVER N V N Y SHS NEW 904784709 332 6234 SH SOLE 0 0 6234 UNION PAC CORP COM 907818108 1508 8917 SH SOLE 0 0 8917 UNITED PARCEL SERVICE INC CL B 911312106 258 2323 SH SOLE 0 0 2323 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5616 47928 SH SOLE 0 0 47928 VANGUARD WORLD FD ESG US STK ETF 921910733 230 4073 SH SOLE 0 0 4073 VANGUARD WORLD FD MEGA CAP INDEX 921910873 272 2488 SH SOLE 0 0 2488 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 452 1596 SH SOLE 0 0 1596 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 240 1456 SH SOLE 0 0 1456 VANGUARD INDEX FDS MID CAP ETF 922908629 729 4447 SH SOLE 0 0 4447 VANGUARD INDEX FDS LARGE CAP ETF 922908637 393 2750 SH SOLE 0 0 2750 VANGUARD INDEX FDS VALUE ETF 922908744 285 2866 SH SOLE 0 0 2866 VANGUARD INDEX FDS TOTAL STK MKT 922908769 261 1670 SH SOLE 0 0 1670 WALMART INC COM 931142103 1469 12268 SH SOLE 0 0 12268 RAYTHEON TECHNOLOGIES CORP COM 75513E101 346 5622 SH SOLE 0 0 5622 INVESCO QQQ TR UNIT SER 1 46090E103 585 2363 SH SOLE 0 0 2363 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 249 13529 SH SOLE 0 0 13529 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 2875 69475 SH SOLE 0 0 69475 AT&T INC COM 00206R102 424 14024 SH SOLE 0 0 14024 ADOBE INC COM 00724F101 1265 2907 SH SOLE 0 0 2907 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 261 1208 SH SOLE 0 0 1208 ALPHABET INC CAP STK CL C 02079K107 679 480 SH SOLE 0 0 480 ALPHABET INC CAP STK CL A 02079K305 3247 2290 SH SOLE 0 0 2290 AMERICAN TOWER CORP NEW COM 03027X100 944 3652 SH SOLE 0 0 3652 AMERIPRISE FINL INC COM 03076C106 265 1765 SH SOLE 0 0 1765 ARCHROCK INC COM 03957W106 154 23800 SH SOLE 0 0 23800 BGC PARTNERS INC CL A 05541T101 39 14100 SH SOLE 0 0 14100 BLACKROCK INC COM 09247X101 437 804 SH SOLE 0 0 804 BLACKSTONE GROUP INC COM CL A 09260D107 455 8035 SH SOLE 0 0 8035 BROADCOM INC COM 11135F101 964 3055 SH SOLE 0 0 3055 CME GROUP INC COM 12572Q105 358 2200 SH SOLE 0 0 2200 CISCO SYS INC COM 17275R102 1342 28776 SH SOLE 0 0 28776 COMCAST CORP NEW CL A 20030N101 1181 30307 SH SOLE 0 0 30307 COSTCO WHSL CORP NEW COM 22160K105 1313 4331 SH SOLE 0 0 4331 CROWN CASTLE INTL CORP NEW COM 22822V101 207 1235 SH SOLE 0 0 1235 DIAGEO P L C SPON ADR NEW 25243Q205 626 4656 SH SOLE 0 0 4656 EATON VANCE TAX-MANAGED GLOB COM 27829F108 129 17500 SH SOLE 0 0 17500 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 435 61054 SH SOLE 0 0 61054 EQUINIX INC COM 29444U700 225 321 SH SOLE 0 0 321 EXXON MOBIL CORP COM 30231G102 16215 362599 SH SOLE 0 0 362599 FACEBOOK INC CL A 30303M102 1918 8448 SH SOLE 0 0 8448 FIDELITY NATL INFORMATION SV COM 31620M106 490 3652 SH SOLE 0 0 3652 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 456 5950 SH SOLE 0 0 5950 INTERCONTINENTAL EXCHANGE IN COM 45866F104 860 9389 SH SOLE 0 0 9389 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 233 10250 SH SOLE 0 0 10250 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 268 12000 SH SOLE 0 0 12000 IQVIA HLDGS INC COM 46266C105 556 3920 SH SOLE 0 0 3920 ISHARES TR MIN VOL EAFE ETF 46429B689 3787 57324 SH SOLE 0 0 57324 ISHARES TR MSCI MIN VOL ETF 46429B697 10859 179103 SH SOLE 0 0 179103 ISHARES TR USA MOMENTUM FCT 46432F396 950 7255 SH SOLE 0 0 7255 ISHARES TR HDG MSCI EAFE 46434V803 1734 62836 SH SOLE 0 0 62836 JPMORGAN CHASE & CO COM 46625H100 2045 21746 SH SOLE 0 0 21746 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 565 11135 SH SOLE 0 0 11135 LIBERTY OILFIELD SVCS INC COM CL A 53115L104 81 14800 SH SOLE 0 0 14800 MARATHON PETE CORP COM 56585A102 210 5622 SH SOLE 0 0 5622 MERCK & CO. INC COM 58933Y105 1562 20205 SH SOLE 0 0 20205 NEXTERA ENERGY INC COM 65339F101 241 1003 SH SOLE 0 0 1003 NVIDIA CORPORATION COM 67066G104 462 1215 SH SOLE 0 0 1215 OREILLY AUTOMOTIVE INC COM 67103H107 997 2365 SH SOLE 0 0 2365 PACER FDS TR TRENDP US LAR CP 69374H105 7075 260208 SH SOLE 0 0 260208 PACER FDS TR TRENDP US MID CP 69374H204 1826 66702 SH SOLE 0 0 66702 SPDR S&P 500 ETF TR TR UNIT 78462F103 9600 31132 SH SOLE 0 0 31132 SPDR GOLD TR GOLD SHS 78463V107 1438 8589 SH SOLE 0 0 8589 SPDR SER TR S&P DIVID ETF 78464A763 1671 18323 SH SOLE 0 0 18323 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 242 939 SH SOLE 0 0 939 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2904 8950 SH SOLE 0 0 8950 SALESFORCE COM INC COM 79466L302 1594 8507 SH SOLE 0 0 8507 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 519 5185 SH SOLE 0 0 5185 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 242 4120 SH SOLE 0 0 4120 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 359 2810 SH SOLE 0 0 2810 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 264 11408 SH SOLE 0 0 11408 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 250 3645 SH SOLE 0 0 3645 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3984 38131 SH SOLE 0 0 38131 SERVICENOW INC COM 81762P102 219 540 SH SOLE 0 0 540 3M CO COM 88579Y101 428 2744 SH SOLE 0 0 2744 TRUIST FINL CORP COM 89832Q109 400 10645 SH SOLE 0 0 10645 UNITED STS OIL FD LP UNITS 91232N207 261 9301 SH SOLE 0 0 9301 UNITEDHEALTH GROUP INC COM 91324P102 2564 8693 SH SOLE 0 0 8693 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 840 4360 SH SOLE 0 0 4360 VANGUARD WORLD FDS INF TECH ETF 92204A702 249 893 SH SOLE 0 0 893 VERIZON COMMUNICATIONS INC COM 92343V104 1567 28415 SH SOLE 0 0 28415 VISA INC COM CL A 92826C839 2245 11623 SH SOLE 0 0 11623 WASTE MGMT INC DEL COM 94106L109 245 2309 SH SOLE 0 0 2309 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 775 3611 SH SOLE 0 0 3611 EATON CORP PLC SHS G29183103 946 10819 SH SOLE 0 0 10819 INVESCO LTD SHS G491BT108 171 15875 SH SOLE 0 0 15875 MEDTRONIC PLC SHS G5960L103 1171 12774 SH SOLE 0 0 12774 TRANE TECHNOLOGIES PLC SHS G8994E103 513 5764 SH SOLE 0 0 5764 CHUBB LIMITED COM H1467J104 594 4689 SH SOLE 0 0 4689