0001768095-20-000003.txt : 20201116
0001768095-20-000003.hdr.sgml : 20201116
20201113215929
ACCESSION NUMBER: 0001768095-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201116
DATE AS OF CHANGE: 20201113
EFFECTIVENESS DATE: 20201116
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: 201313401
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
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0001768095
XXXXXXXX
09-30-2020
09-30-2020
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
512-717-5580
JOSHUA L. GALATZAN
Austin
TX
11-13-2020
0
164
232676
false
INFORMATION TABLE
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13FMeridian20200930.xml
AT&T INC
COM
00206R102
435
15275
SH
SOLE
0
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15275
ABBOTT LABS
COM
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808
7425
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SOLE
0
0
7425
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1446
2948
SH
SOLE
0
0
2948
ADVANCED MICRO DEVICES INC
COM
007903107
571
6960
SH
SOLE
0
0
6960
AIR PRODS & CHEMS INC
COM
009158106
1074
3605
SH
SOLE
0
0
3605
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
303
1030
SH
SOLE
0
0
1030
ALLSTATE CORP
COM
020002101
878
9322
SH
SOLE
0
0
9322
ALPHABET INC
CAP STK CL C
02079K107
722
491
SH
SOLE
0
0
491
ALPHABET INC
CAP STK CL A
02079K305
3406
2324
SH
SOLE
0
0
2324
AMAZON COM INC
COM
023135106
5047
1603
SH
SOLE
0
0
1603
AMERICAN CAMPUS CMNTYS INC
COM
024835100
1470
42085
SH
SOLE
0
0
42085
AMERICAN EXPRESS CO
COM
025816109
247
2461
SH
SOLE
0
0
2461
AMERICAN TOWER CORP NEW
COM
03027X100
978
4045
SH
SOLE
0
0
4045
AMGEN INC
COM
031162100
2747
10809
SH
SOLE
0
0
10809
APPLE INC
COM
037833100
11298
97558
SH
SOLE
0
0
97558
ARCHROCK INC
COM
03957W106
128
23800
SH
SOLE
0
0
23800
ASTRAZENECA PLC
SPONSORED ADR
046353108
310
5652
SH
SOLE
0
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5652
BGC PARTNERS INC
CL A
05541T101
34
14100
SH
SOLE
0
0
14100
BK OF AMERICA CORP
COM
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1705
70760
SH
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0
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70760
BECTON DICKINSON & CO
COM
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801
3444
SH
SOLE
0
0
3444
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2286
10736
SH
SOLE
0
0
10736
BLACKROCK INC
COM
09247X101
468
831
SH
SOLE
0
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BLACKSTONE GROUP INC
COM CL A
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315
6035
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BRIGHAM MINERALS INC
CL A COM
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15400
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COM
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266
4410
SH
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0
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4410
BROADCOM INC
COM
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1108
3040
SH
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CME GROUP INC
COM
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528
3154
SH
SOLE
0
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CSX CORP
COM
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197
2535
SH
SOLE
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2535
CVS HEALTH CORP
COM
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225
3858
SH
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3858
CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
128125101
1383
102750
SH
SOLE
0
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102750
CHEVRON CORP NEW
COM
166764100
3760
52219
SH
SOLE
0
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CISCO SYS INC
COM
17275R102
955
24250
SH
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0
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24250
COCA COLA CO
COM
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651
13192
SH
SOLE
0
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13192
COMCAST CORP NEW
CL A
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COSTCO WHSL CORP NEW
COM
22160K105
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4601
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0
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4601
CROWN CASTLE INTL CORP NEW
COM
22822V101
217
1305
SH
SOLE
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0
1305
DANAHER CORPORATION
COM
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SH
SOLE
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3166
DIAGEO PLC
SPON ADR NEW
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634
4602
SH
SOLE
0
0
4602
DISNEY WALT CO
COM DISNEY
254687106
608
4900
SH
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0
0
4900
DOLLAR GEN CORP NEW
COM
256677105
340
1621
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DUKE ENERGY CORP NEW
COM NEW
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200
2256
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SOLE
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EATON VANCE ENHANCED EQ INC
COM
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146
10000
SH
SOLE
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10000
EATON VANCE TAX-MANAGED GLOB
COM
27829F108
129
17500
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COM UT LTD PTN
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370
68289
SH
SOLE
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ENTERPRISE PRODS PARTNERS L
COM
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577
36543
SH
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EQUINIX INC
COM
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326
SH
SOLE
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326
EXXON MOBIL CORP
COM
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308300
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FACEBOOK INC
CL A
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8605
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COM
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2807
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COM SHS
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SOLE
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PFD SECS INC ETF
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SH
SOLE
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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ILLINOIS TOOL WKS INC
COM
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INTEL CORP
COM
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INTERCONTINENTAL EXCHANGE IN
COM
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COM
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BULSHS 2022 HY
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COM
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S&P 500 GRWT ETF
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20 YR TR BD 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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LAUDER ESTEE COS INC
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AUTOMATIC DATA PROCESSING IN
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LIBERTY OILFIELD SVCS INC
COM CL A
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SOLE
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COM
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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MASTERCARD INCORPORATED
CL A
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COM
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COM
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MICROSOFT CORP
COM
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COM
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COM
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QUALCOMM INC
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COM
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