0001768095-22-000002.txt : 20220512
0001768095-22-000002.hdr.sgml : 20220512
20220511173542
ACCESSION NUMBER: 0001768095-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220512
DATE AS OF CHANGE: 20220511
EFFECTIVENESS DATE: 20220512
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: 22914909
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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false
false
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0001768095
XXXXXXXX
03-31-2022
03-31-2022
Meridian Wealth Advisors, LLC
3600 N. CAPITAL OF TEXAS HIGHWAY
BUILDING B, SUITE 150
AUSTIN
TX
78746
13F HOLDINGS REPORT
028-19356
N
Joshua Galatzan
Managing Member and Chief Compliance Officer
5127175580
Joshua Galatzan
Austin
TX
05-11-2022
0
212
431277
false
INFORMATION TABLE
2
13FMeridian20220331.xml
STARBUCKS CORP
COM
855244109
203
2231
SH
SOLE
0
0
2231
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
208
3550
SH
SOLE
0
0
3550
MID-AMER APT CMNTYS INC
COM
59522J103
209
1000
SH
SOLE
0
0
1000
EQUINIX INC
COM
29444U700
214
289
SH
SOLE
0
0
289
YUM BRANDS INC
COM
988498101
218
1837
SH
SOLE
0
0
1837
ORACLE CORP
COM
68389X105
224
2710
SH
SOLE
0
0
2710
CITIGROUP INC
COM NEW
172967424
226
4236
SH
SOLE
0
0
4236
PNC FINL SVCS GROUP INC
COM
693475105
229
1241
SH
SOLE
0
0
1241
ISHARES TR
U.S. MED DVC ETF
464288810
232
3810
SH
SOLE
0
0
3810
NETFLIX INC
COM
64110L106
235
628
SH
SOLE
0
0
628
NXP SEMICONDUCTORS N V
COM
N6596X109
239
1289
SH
SOLE
0
0
1289
ISHARES TR
CORE S&P SCP ETF
464287804
241
2232
SH
SOLE
0
0
2232
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
248
5250
SH
SOLE
0
0
5250
DEERE & CO
COM
244199105
258
620
SH
SOLE
0
0
620
LINDE PLC
SHS
G5494J103
263
824
SH
SOLE
0
0
824
TARGET CORP
COM
87612E106
265
1247
SH
SOLE
0
0
1247
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
268
2386
SH
SOLE
0
0
2386
CATERPILLAR INC
COM
149123101
270
1212
SH
SOLE
0
0
1212
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
275
3491
SH
SOLE
0
0
3491
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
283
1797
SH
SOLE
0
0
1797
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
285
2733
SH
SOLE
0
0
2733
APPLIED MATLS INC
COM
038222105
286
2170
SH
SOLE
0
0
2170
ISHARES TR
ISHARES BIOTECH
464287556
287
2200
SH
SOLE
0
0
2200
KIMBERLY-CLARK CORP
COM
494368103
288
2337
SH
SOLE
0
0
2337
ZOETIS INC
CL A
98978V103
290
1538
SH
SOLE
0
0
1538
V F CORP
COM
918204108
291
5117
SH
SOLE
0
0
5117
WASTE MGMT INC DEL
COM
94106L109
293
1846
SH
SOLE
0
0
1846
MICROCHIP TECHNOLOGY INC.
COM
595017104
293
3894
SH
SOLE
0
0
3894
CSX CORP
COM
126408103
295
7890
SH
SOLE
0
0
7890
SERVICENOW INC
COM
81762P102
301
540
SH
SOLE
0
0
540
MICRON TECHNOLOGY INC
COM
595112103
301
3865
SH
SOLE
0
0
3865
SM ENERGY CO
COM
78454L100
301
7720
SH
SOLE
0
0
7720
COLGATE PALMOLIVE CO
COM
194162103
304
4009
SH
SOLE
0
0
4009
ISHARES TR
MSCI EAFE MIN VL
46429B689
306
4240
SH
SOLE
0
0
4240
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
313
4120
SH
SOLE
0
0
4120
BANDWIDTH INC
COM CL A
05988J103
316
9760
SH
SOLE
0
0
9760
ABBVIE INC
COM
00287Y109
320
1976
SH
SOLE
0
0
1976
DOLLAR GEN CORP NEW
COM
256677105
321
1443
SH
SOLE
0
0
1443
EOG RES INC
COM
26875P101
321
2688
SH
SOLE
0
0
2688
NEXTERA ENERGY INC
COM
65339F101
331
3904
SH
SOLE
0
0
3904
GENERAL MTRS CO
COM
37045V100
331
7565
SH
SOLE
0
0
7565
CONSTELLATION BRANDS INC
CL A
21036P108
334
1448
SH
SOLE
0
0
1448
VANGUARD WORLD FD
ESG US STK ETF
921910733
337
4152
SH
SOLE
0
0
4152
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
338
6894
SH
SOLE
0
0
6894
INVESCO QQQ TR
UNIT SER 1
46090E103
347
956
SH
SOLE
0
0
956
MARSH & MCLENNAN COS INC
COM
571748102
349
2045
SH
SOLE
0
0
2045
DIAMONDBACK ENERGY INC
COM
25278X109
357
2607
SH
SOLE
0
0
2607
VANGUARD WORLD FDS
INF TECH ETF
92204A702
368
883
SH
SOLE
0
0
883
BECTON DICKINSON & CO
COM
075887109
368
1382
SH
SOLE
0
0
1382
MAIN STR CAP CORP
COM
56035L104
384
9000
SH
SOLE
0
0
9000
ISHARES TR
RUS 1000 VAL ETF
464287598
389
2343
SH
SOLE
0
0
2343
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
394
950
SH
SOLE
0
0
950
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
396
2488
SH
SOLE
0
0
2488
MERCADOLIBRE INC
COM
58733R102
400
336
SH
SOLE
0
0
336
CROWN CASTLE INTL CORP NEW
COM
22822V101
418
2265
SH
SOLE
0
0
2265
VANGUARD INDEX FDS
VALUE ETF
922908744
419
2834
SH
SOLE
0
0
2834
ISHARES TR
CORE S&P US GWT
464287671
431
4075
SH
SOLE
0
0
4075
OCCIDENTAL PETE CORP
COM
674599105
431
7600
SH
SOLE
0
0
7600
ILLINOIS TOOL WKS INC
COM
452308109
453
2165
SH
SOLE
0
0
2165
TESLA INC
COM
88160R101
457
424
SH
SOLE
0
0
424
BRISTOL-MYERS SQUIBB CO
COM
110122108
458
6275
SH
SOLE
0
0
6275
TJX COS INC NEW
COM
872540109
459
7579
SH
SOLE
0
0
7579
ANALOG DEVICES INC
COM
032654105
463
2804
SH
SOLE
0
0
2804
DOCUSIGN INC
COM
256163106
472
4405
SH
SOLE
0
0
4405
3M CO
COM
88579Y101
480
3222
SH
SOLE
0
0
3222
AMERICAN EXPRESS CO
COM
025816109
519
2774
SH
SOLE
0
0
2774
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
530
5145
SH
SOLE
0
0
5145
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
540
2372
SH
SOLE
0
0
2372
CONOCOPHILLIPS
COM
20825C104
545
5448
SH
SOLE
0
0
5448
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
548
2960
SH
SOLE
0
0
2960
TEXAS INSTRS INC
COM
882508104
570
3107
SH
SOLE
0
0
3107
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
573
2750
SH
SOLE
0
0
2750
PAYPAL HLDGS INC
COM
70450Y103
588
5084
SH
SOLE
0
0
5084
INTERNATIONAL BUSINESS MACHS
COM
459200101
601
4626
SH
SOLE
0
0
4626
SYSCO CORP
COM
871829107
602
7376
SH
SOLE
0
0
7376
MOTOROLA SOLUTIONS INC
COM NEW
620076307
623
2573
SH
SOLE
0
0
2573
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
33735K108
635
5950
SH
SOLE
0
0
5950
AUTOMATIC DATA PROCESSING IN
COM
053015103
656
2885
SH
SOLE
0
0
2885
THERMO FISHER SCIENTIFIC INC
COM
883556102
664
1123
SH
SOLE
0
0
1123
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
664
4845
SH
SOLE
0
0
4845
VANGUARD INDEX FDS
GROWTH ETF
922908736
676
2352
SH
SOLE
0
0
2352
BLACKSTONE INC
COM
09260D107
677
5335
SH
SOLE
0
0
5335
MASTERCARD INCORPORATED
CL A
57636Q104
692
1936
SH
SOLE
0
0
1936
DANAHER CORPORATION
COM
235851102
707
2410
SH
SOLE
0
0
2410
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
772
2290
SH
SOLE
0
0
2290
CME GROUP INC
COM
12572Q105
803
3375
SH
SOLE
0
0
3375
UNITED PARCEL SERVICE INC
CL B
911312106
803
3743
SH
SOLE
0
0
3743
ISHARES TR
RUS 1000 ETF
464287622
804
3217
SH
SOLE
0
0
3217
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
811
3638
SH
SOLE
0
0
3638
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
815
8050
SH
SOLE
0
0
8050
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
865
2450
SH
SOLE
0
0
2450
QUALCOMM INC
COM
747525103
876
5731
SH
SOLE
0
0
5731
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
877
8848
SH
SOLE
0
0
8848
CVS HEALTH CORP
COM
126650100
886
8754
SH
SOLE
0
0
8754
BLACKROCK INC
COM
09247X101
892
1167
SH
SOLE
0
0
1167
REPUBLIC SVCS INC
COM
760759100
903
6814
SH
SOLE
0
0
6814
AIR PRODS & CHEMS INC
COM
009158106
936
3747
SH
SOLE
0
0
3747
ISHARES TR
TIPS BD ETF
464287176
966
7757
SH
SOLE
0
0
7757
CHUBB LIMITED
COM
H1467J104
974
4554
SH
SOLE
0
0
4554
DISNEY WALT CO
COM
254687106
985
7178
SH
SOLE
0
0
7178
MEDTRONIC PLC
SHS
G5960L103
1013
9127
SH
SOLE
0
0
9127
ADVANCED MICRO DEVICES INC
COM
007903107
1038
9491
SH
SOLE
0
0
9491
NIKE INC
CL B
654106103
1044
7757
SH
SOLE
0
0
7757
LOWES COS INC
COM
548661107
1054
5213
SH
SOLE
0
0
5213
ABBOTT LABS
COM
002824100
1144
9662
SH
SOLE
0
0
9662
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
1159
5960
SH
SOLE
0
0
5960
MCDONALDS CORP
COM
580135101
1229
4970
SH
SOLE
0
0
4970
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1237
4865
SH
SOLE
0
0
4865
META PLATFORMS INC
CL A
30303M102
1284
5776
SH
SOLE
0
0
5776
ISHARES TR
RUSSELL 2000 ETF
464287655
1391
6774
SH
SOLE
0
0
6774
LOCKHEED MARTIN CORP
COM
539830109
1490
3375
SH
SOLE
0
0
3375
PROCTER AND GAMBLE CO
COM
742718109
1502
9831
SH
SOLE
0
0
9831
LILLY ELI & CO
COM
532457108
1541
5380
SH
SOLE
0
0
5380
HONEYWELL INTL INC
COM
438516106
1786
9176
SH
SOLE
0
0
9176
ALPHABET INC
CAP STK CL C
02079K107
2128
762
SH
SOLE
0
0
762
ISHARES TR
RUS 1000 GRW ETF
464287614
2144
7721
SH
SOLE
0
0
7721
AMGEN INC
COM
031162100
2169
8968
SH
SOLE
0
0
8968
AMERICAN TOWER CORP NEW
COM
03027X100
2340
9315
SH
SOLE
0
0
9315
NVIDIA CORPORATION
COM
67066G104
2488
9119
SH
SOLE
0
0
9119
S&P GLOBAL INC
COM
78409V104
2509
6117
SH
SOLE
0
0
6117
LAUDER ESTEE COS INC
CL A
518439104
2675
9824
SH
SOLE
0
0
9824
OREILLY AUTOMOTIVE INC
COM
67103H107
2788
4070
SH
SOLE
0
0
4070
ADOBE SYSTEMS INCORPORATED
COM
00724F101
2822
6193
SH
SOLE
0
0
6193
BROADCOM INC
COM
11135F101
3587
5697
SH
SOLE
0
0
5697
COSTCO WHSL CORP NEW
COM
22160K105
4844
8412
SH
SOLE
0
0
8412
ALPHABET INC
CAP STK CL A
02079K305
6295
2263
SH
SOLE
0
0
2263
AMAZON COM INC
COM
023135106
7785
2388
SH
SOLE
0
0
2388
PROPETRO HLDG CORP
COM
74347M108
139
10000
SH
SOLE
0
0
10000
EATON VANCE ENHANCED EQUITY
COM
278274105
184
10000
SH
SOLE
0
0
10000
UNILEVER PLC
SPON ADR NEW
904767704
456
10003
SH
SOLE
0
0
10003
SPDR GOLD TR
GOLD SHS
78463V107
1817
10059
SH
SOLE
0
0
10059
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3576
10133
SH
SOLE
0
0
10133
WILLIAMS COS INC
COM
969457100
352
10523
SH
SOLE
0
0
10523
UNITEDHEALTH GROUP INC
COM
91324P102
5423
10634
SH
SOLE
0
0
10634
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
1685
10667
SH
SOLE
0
0
10667
INVESCO LTD
SHS
G491BT108
249
10798
SH
SOLE
0
0
10798
HUNTINGTON BANCSHARES INC
COM
446150104
159
10903
SH
SOLE
0
0
10903
ISHARES TR
U.S. TECH ETF
464287721
1125
10914
SH
SOLE
0
0
10914
IQVIA HLDGS INC
COM
46266C105
2529
10940
SH
SOLE
0
0
10940
BGC PARTNERS INC
CL A
05541T101
49
11100
SH
SOLE
0
0
11100
ISHARES TR
20 YR TR BD ETF
464287432
1486
11254
SH
SOLE
0
0
11254
KINDER MORGAN INC DEL
COM
49456B101
214
11326
SH
SOLE
0
0
11326
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
436
11363
SH
SOLE
0
0
11363
PEPSICO INC
COM
713448108
1905
11382
SH
SOLE
0
0
11382
TFF PHARMACEUTICALS INC
COM
87241J104
73
11500
SH
SOLE
0
0
11500
MONDELEZ INTL INC
CL A
609207105
725
11543
SH
SOLE
0
0
11543
CORE SCIENTIFIC INC
COMMON STOCK
21873J108
99
12085
SH
SOLE
0
0
12085
STARWOOD PPTY TR INC
COM
85571B105
302
12500
SH
SOLE
0
0
12500
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
6242
12726
SH
SOLE
0
0
12726
WALMART INC
COM
931142103
1921
12901
SH
SOLE
0
0
12901
SALESFORCE COM INC
COM
79466L302
2816
13264
SH
SOLE
0
0
13264
PIONEER NAT RES CO
COM
723787107
3556
14223
SH
SOLE
0
0
14223
TRANE TECHNOLOGIES PLC
SHS
G8994E103
2172
14226
SH
SOLE
0
0
14226
LIBERTY OILFIELD SVCS INC
COM CL A
53115L104
219
14800
SH
SOLE
0
0
14800
DIAGEO PLC
SPON ADR NEW
25243Q205
3056
15043
SH
SOLE
0
0
15043
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
788
15385
SH
SOLE
0
0
15385
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
368
15502
SH
SOLE
0
0
15502
RAYMOND JAMES FINL INC
COM
754730109
1705
15516
SH
SOLE
0
0
15516
HOME DEPOT INC
COM
437076102
4767
15927
SH
SOLE
0
0
15927
JOHNSON & JOHNSON
COM
478160104
2830
15967
SH
SOLE
0
0
15967
UNION PAC CORP
COM
907818108
4461
16328
SH
SOLE
0
0
16328
INTEL CORP
COM
458140100
817
16485
SH
SOLE
0
0
16485
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
669
17450
SH
SOLE
0
0
17450
EATON VANCE TAX-MANAGED GLOB
COM
27829F108
170
17500
SH
SOLE
0
0
17500
LISTED FD TR
HORIZON KINETICS
53656F623
586
17602
SH
SOLE
0
0
17602
VERTEX ENERGY INC
COM
92534K107
199
20000
SH
SOLE
0
0
20000
EATON CORP PLC
SHS
G29183103
3131
20632
SH
SOLE
0
0
20632
VISA INC
COM CL A
92826C839
4642
20930
SH
SOLE
0
0
20930
VANGUARD INDEX FDS
MID CAP ETF
922908629
5203
21876
SH
SOLE
0
0
21876
PFIZER INC
COM
717081103
1158
22367
SH
SOLE
0
0
22367
AMERICAN CAMPUS CMNTYS INC
COM
024835100
1253
22391
SH
SOLE
0
0
22391
ALLSTATE CORP
COM
020002101
3120
22525
SH
SOLE
0
0
22525
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
2993
22654
SH
SOLE
0
0
22654
ISHARES TR
S&P 500 GRWT ETF
464287309
1779
23298
SH
SOLE
0
0
23298
ARCHROCK INC
COM
03957W106
220
23800
SH
SOLE
0
0
23800
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
2010
24266
SH
SOLE
0
0
24266
EDWARDS LIFESCIENCES CORP
COM
28176E108
2957
25123
SH
SOLE
0
0
25123
COCA COLA CO
COM
191216100
1583
25538
SH
SOLE
0
0
25538
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
1326
26383
SH
SOLE
0
0
26383
CISCO SYS INC
COM
17275R102
1500
26903
SH
SOLE
0
0
26903
VERIZON COMMUNICATIONS INC
COM
92343V104
1385
27189
SH
SOLE
0
0
27189
ISHARES TR
GL CLEAN ENE ETF
464288224
593
27537
SH
SOLE
0
0
27537
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
558
29330
SH
SOLE
0
0
29330
SPDR SER TR
S&P DIVID ETF
78464A763
3893
30390
SH
SOLE
0
0
30390
PACER FDS TR
TRENDP US MID CP
69374H204
1070
31037
SH
SOLE
0
0
31037
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14173
31380
SH
SOLE
0
0
31380
MARATHON PETE CORP
COM
56585A102
3145
36785
SH
SOLE
0
0
36785
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
5954
37462
SH
SOLE
0
0
37462
BRIGHAM MINERALS INC
CL A COM
10918L103
1000
39150
SH
SOLE
0
0
39150
ENTERPRISE PRODS PARTNERS L
COM
293792107
1100
42638
SH
SOLE
0
0
42638
JPMORGAN CHASE & CO
COM
46625H100
5953
43666
SH
SOLE
0
0
43666
MERCK & CO INC
COM
58933Y105
3590
43752
SH
SOLE
0
0
43752
COMCAST CORP NEW
CL A
20030N101
2105
44955
SH
SOLE
0
0
44955
CHEVRON CORP NEW
COM
166764100
8244
50627
SH
SOLE
0
0
50627
MICROSOFT CORP
COM
594918104
17559
56951
SH
SOLE
0
0
56951
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
683
61054
SH
SOLE
0
0
61054
KIMBELL RTY PARTNERS LP
UNIT
49435R102
1018
62625
SH
SOLE
0
0
62625
RIBBON COMMUNICATIONS INC
COM
762544104
200
64866
SH
SOLE
0
0
64866
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
10904
67242
SH
SOLE
0
0
67242
ISHARES TR
CORE S&P500 ETF
464287200
30827
67948
SH
SOLE
0
0
67948
BK OF AMERICA CORP
COM
060505104
3120
75682
SH
SOLE
0
0
75682
ISHARES TR
MSCI USA MMENTM
46432F396
13137
78069
SH
SOLE
0
0
78069
DEVON ENERGY CORP NEW
COM
25179M103
4990
84398
SH
SOLE
0
0
84398
ISHARES TR
HDG MSCI EAFE
46434V803
2998
88324
SH
SOLE
0
0
88324
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
3313
88477
SH
SOLE
0
0
88477
CALAMOS STRATEGIC TOTAL RETU
COM SH BEN INT
128125101
1977
112750
SH
SOLE
0
0
112750
INHIBRX INC
COM
45720L107
2725
122315
SH
SOLE
0
0
122315
APPLE INC
COM
037833100
22871
130984
SH
SOLE
0
0
130984
ISHARES TR
MSCI USA MIN VOL
46429B697
13394
172676
SH
SOLE
0
0
172676
PACER FDS TR
TRENDP US LAR CP
69374H105
7998
205929
SH
SOLE
0
0
205929
EXXON MOBIL CORP
COM
30231G102
25363
307101
SH
SOLE
0
0
307101
GOLD TR
ISHARES NEW
464285204
13289
360831
SH
SOLE
0
0
360831