MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

0001768095-22-000004.txt : 20220726 0001768095-22-000004.hdr.sgml : 20220726 20220725174449 ACCESSION NUMBER: 0001768095-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220726 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: 221104452 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 06-30-2022 06-30-2022 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 07-25-2022 0 196 376261 false INFORMATION TABLE 2 13FMeridian20220630.xml CORE SCIENTIFIC INC COMMON STOCK 21873J108 22 15085 SH SOLE 0 0 15085 BGC PARTNERS INC CL A 05541T101 37 11100 SH SOLE 0 0 11100 TFF PHARMACEUTICALS INC COM 87241J104 65 11500 SH SOLE 0 0 11500 PROPETRO HLDG CORP COM 74347M108 100 10000 SH SOLE 0 0 10000 EATON VANCE TAX-MANAGED GLOB COM 27829F108 135 17500 SH SOLE 0 0 17500 EATON VANCE ENHANCED EQUITY COM 278274105 148 10000 SH SOLE 0 0 10000 INVESCO LTD SHS G491BT108 174 10798 SH SOLE 0 0 10798 LIBERTY ENERGY INC COM CL A 53115L104 189 14800 SH SOLE 0 0 14800 KINDER MORGAN INC DEL COM 49456B101 192 11434 SH SOLE 0 0 11434 RIBBON COMMUNICATIONS INC COM 762544104 197 64866 SH SOLE 0 0 64866 PRICE T ROWE GROUP INC COM 74144T108 204 1800 SH SOLE 0 0 1800 TARGET CORP COM 87612E106 205 1452 SH SOLE 0 0 1452 ISHARES TR CORE S&P SCP ETF 464287804 206 2233 SH SOLE 0 0 2233 UNILEVER PLC SPON ADR NEW 904767704 209 4560 SH SOLE 0 0 4560 GENERAL MTRS CO COM 37045V100 210 6615 SH SOLE 0 0 6615 VERTEX ENERGY INC CALL 92534K107 210 20000 PRN Call SOLE 0 0 20000 CANADIAN NATL RY CO COM 136375102 214 1900 SH SOLE 0 0 1900 CATERPILLAR INC COM 149123101 215 1202 SH SOLE 0 0 1202 CSX CORP COM 126408103 218 7500 SH SOLE 0 0 7500 NOVARTIS AG SPONSORED ADR 66987V109 220 2601 SH SOLE 0 0 2601 MICROCHIP TECHNOLOGY INC. COM 595017104 226 3894 SH SOLE 0 0 3894 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 232 5250 SH SOLE 0 0 5250 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 241 1797 SH SOLE 0 0 1797 ISHARES TR ISHARES BIOTECH 464287556 243 2070 SH SOLE 0 0 2070 VALERO ENERGY CORP COM 91913Y100 248 2331 SH SOLE 0 0 2331 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 250 3491 SH SOLE 0 0 3491 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 256 14860 SH SOLE 0 0 14860 SERVICENOW INC COM 81762P102 257 540 SH SOLE 0 0 540 ISHARES TR MSCI EAFE MIN VL 46429B689 259 4090 SH SOLE 0 0 4090 PALO ALTO NETWORKS INC COM 697435105 264 535 SH SOLE 0 0 535 SM ENERGY CO COM 78454L100 264 7720 SH SOLE 0 0 7720 ABBVIE INC COM 00287Y109 270 1761 SH SOLE 0 0 1761 DOCUSIGN INC COM 256163106 271 4729 SH SOLE 0 0 4729 VANGUARD WORLD FD ESG US STK ETF 921910733 277 4165 SH SOLE 0 0 4165 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 278 3405 SH SOLE 0 0 3405 WASTE MGMT INC DEL COM 94106L109 282 1846 SH SOLE 0 0 1846 VANGUARD WORLD FDS INF TECH ETF 92204A702 289 884 SH SOLE 0 0 884 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 297 4120 SH SOLE 0 0 4120 EOG RES INC COM 26875P101 298 2702 SH SOLE 0 0 2702 MERCADOLIBRE INC COM 58733R102 299 469 SH SOLE 0 0 469 NEXTERA ENERGY INC COM 65339F101 299 3866 SH SOLE 0 0 3866 KIMBERLY-CLARK CORP COM 494368103 302 2237 SH SOLE 0 0 2237 ISHARES TR RUS 1000 VAL ETF 464287598 304 2099 SH SOLE 0 0 2099 STERIS PLC SHS USD G8473T100 306 1485 SH SOLE 0 0 1485 DIAMONDBACK ENERGY INC COM 25278X109 307 2532 SH SOLE 0 0 2532 TESLA INC COM 88160R101 310 460 SH SOLE 0 0 460 VANECK ETF TRUST GOLD MINERS ETF 92189F106 311 11363 SH SOLE 0 0 11363 VERTEX ENERGY INC COM 92534K107 316 30000 SH SOLE 0 0 30000 MARSH & MCLENNAN COS INC COM 571748102 318 2049 SH SOLE 0 0 2049 VANGUARD WORLD FD MEGA CAP INDEX 921910873 328 2488 SH SOLE 0 0 2488 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 329 6894 SH SOLE 0 0 6894 WILLIAMS COS INC COM 969457100 331 10593 SH SOLE 0 0 10593 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 340 15502 SH SOLE 0 0 15502 ISHARES TR CORE S&P US GWT 464287671 341 4075 SH SOLE 0 0 4075 MAIN STR CAP CORP COM 56035L104 347 9000 SH SOLE 0 0 9000 PNC FINL SVCS GROUP INC COM 693475105 364 2310 SH SOLE 0 0 2310 BECTON DICKINSON & CO COM 075887109 372 1507 SH SOLE 0 0 1507 VANGUARD INDEX FDS VALUE ETF 922908744 374 2834 SH SOLE 0 0 2834 3M CO COM 88579Y101 377 2912 SH SOLE 0 0 2912 AMERICAN EXPRESS CO COM 025816109 385 2774 SH SOLE 0 0 2774 ILLINOIS TOOL WKS INC COM 452308109 395 2165 SH SOLE 0 0 2165 TJX COS INC NEW COM 872540109 401 7172 SH SOLE 0 0 7172 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 407 2960 SH SOLE 0 0 2960 DISNEY WALT CO COM 254687106 410 4347 SH SOLE 0 0 4347 ZOETIS INC CL A 98978V103 417 2424 SH SOLE 0 0 2424 BLOCK INC CL A 852234103 435 7084 SH SOLE 0 0 7084 OCCIDENTAL PETE CORP COM 674599105 437 7430 SH SOLE 0 0 7430 VANGUARD INDEX FDS TOTAL STK MKT 922908769 448 2373 SH SOLE 0 0 2373 CROWN CASTLE INTL CORP NEW COM 22822V101 449 2669 SH SOLE 0 0 2669 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 449 5145 SH SOLE 0 0 5145 COLGATE PALMOLIVE CO COM 194162103 470 5866 SH SOLE 0 0 5866 VANGUARD INDEX FDS LARGE CAP ETF 922908637 474 2750 SH SOLE 0 0 2750 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 477 1718 SH SOLE 0 0 1718 BLACKSTONE INC COM 09260D107 478 5235 SH SOLE 0 0 5235 CONSTELLATION BRANDS INC CL A 21036P108 480 2058 SH SOLE 0 0 2058 TEXAS INSTRS INC COM 882508104 486 3165 SH SOLE 0 0 3165 DOLLAR GEN CORP NEW COM 256677105 487 1982 SH SOLE 0 0 1982 CONOCOPHILLIPS COM 20825C104 490 5451 SH SOLE 0 0 5451 ISHARES TR GL CLEAN ENE ETF 464288224 491 25798 SH SOLE 0 0 25798 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 524 5950 SH SOLE 0 0 5950 VANGUARD INDEX FDS GROWTH ETF 922908736 524 2352 SH SOLE 0 0 2352 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 536 3279 SH SOLE 0 0 3279 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 541 17207 SH SOLE 0 0 17207 BRISTOL-MYERS SQUIBB CO COM 110122108 551 7150 SH SOLE 0 0 7150 ISHARES TR MSCI USA MMENTM 46432F396 569 4175 SH SOLE 0 0 4175 AUTOMATIC DATA PROCESSING IN COM 053015103 589 2804 SH SOLE 0 0 2804 SYSCO CORP COM 871829107 595 7025 SH SOLE 0 0 7025 MOTOROLA SOLUTIONS INC COM NEW 620076307 598 2851 SH SOLE 0 0 2851 NIKE INC CL B 654106103 601 5879 SH SOLE 0 0 5879 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 609 61054 SH SOLE 0 0 61054 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 621 4845 SH SOLE 0 0 4845 ISHARES TR TIPS BD ETF 464287176 629 5524 SH SOLE 0 0 5524 MEDTRONIC PLC SHS G5960L103 666 7422 SH SOLE 0 0 7422 CVS HEALTH CORP COM 126650100 668 7210 SH SOLE 0 0 7210 ISHARES TR RUS 1000 ETF 464287622 668 3217 SH SOLE 0 0 3217 META PLATFORMS INC CL A 30303M102 668 4142 SH SOLE 0 0 4142 INTEL CORP COM 458140100 671 17935 SH SOLE 0 0 17935 STARWOOD PPTY TR INC COM 85571B105 679 32500 SH SOLE 0 0 32500 ANALOG DEVICES INC COM 032654105 729 4990 SH SOLE 0 0 4990 ADVANCED MICRO DEVICES INC COM 007903107 733 9581 SH SOLE 0 0 9581 CME GROUP INC COM 12572Q105 743 3628 SH SOLE 0 0 3628 ISHARES TR RUSSELL 2000 ETF 464287655 763 4506 SH SOLE 0 0 4506 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 779 15533 SH SOLE 0 0 15533 UNITED PARCEL SERVICE INC CL B 911312106 796 4363 SH SOLE 0 0 4363 INTERNATIONAL BUSINESS MACHS COM 459200101 803 5689 SH SOLE 0 0 5689 MONDELEZ INTL INC CL A 609207105 803 12938 SH SOLE 0 0 12938 BLACKROCK INC COM 09247X101 841 1381 SH SOLE 0 0 1381 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 857 2470 SH SOLE 0 0 2470 AMERICAN CAMPUS CMNTYS INC COM 024835100 858 13307 SH SOLE 0 0 13307 AT&T INC COM 00206R102 865 41277 SH SOLE 0 0 41277 ISHARES TR U.S. TECH ETF 464287721 873 10914 SH SOLE 0 0 10914 DANAHER CORPORATION COM 235851102 879 3465 SH SOLE 0 0 3465 REPUBLIC SVCS INC COM 760759100 890 6800 SH SOLE 0 0 6800 QUALCOMM INC COM 747525103 907 7097 SH SOLE 0 0 7097 MASTERCARD INCORPORATED CL A 57636Q104 939 2977 SH SOLE 0 0 2977 INVESCO QQQ TR UNIT SER 1 46090E103 942 3362 SH SOLE 0 0 3362 THERMO FISHER SCIENTIFIC INC COM 883556102 949 1746 SH SOLE 0 0 1746 CHUBB LIMITED COM H1467J104 956 4861 SH SOLE 0 0 4861 NVIDIA CORPORATION COM 67066G104 972 6412 SH SOLE 0 0 6412 RAYTHEON TECHNOLOGIES CORP COM 75513E101 997 10369 SH SOLE 0 0 10369 ENTERPRISE PRODS PARTNERS L COM 293792107 1039 42638 SH SOLE 0 0 42638 PACER FDS TR TRENDP US MID CP 69374H204 1072 31037 SH SOLE 0 0 31037 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1111 16257 SH SOLE 0 0 16257 LOWES COS INC COM 548661107 1158 6630 SH SOLE 0 0 6630 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1181 5016 SH SOLE 0 0 5016 ABBOTT LABS COM 002824100 1182 10880 SH SOLE 0 0 10880 VERIZON COMMUNICATIONS INC COM 92343V104 1224 24122 SH SOLE 0 0 24122 CISCO SYS INC COM 17275R102 1267 29724 SH SOLE 0 0 29724 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1272 25397 SH SOLE 0 0 25397 ISHARES TR 20 YR TR BD ETF 464287432 1291 11236 SH SOLE 0 0 11236 MCDONALDS CORP COM 580135101 1315 5327 SH SOLE 0 0 5327 PFIZER INC COM 717081103 1348 25715 SH SOLE 0 0 25715 INHIBRX INC COM 45720L107 1388 122315 SH SOLE 0 0 122315 RAYMOND JAMES FINL INC COM 754730109 1405 15716 SH SOLE 0 0 15716 ISHARES TR S&P 500 GRWT ETF 464287309 1408 23337 SH SOLE 0 0 23337 COCA COLA CO COM 191216100 1423 22614 SH SOLE 0 0 22614 KIMBELL RTY PARTNERS LP UNIT 49435R102 1458 92954 SH SOLE 0 0 92954 BRIGHAM MINERALS INC CL A COM 10918L103 1485 60277 SH SOLE 0 0 60277 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1509 10950 SH SOLE 0 0 10950 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 1563 119250 SH SOLE 0 0 119250 AIR PRODS & CHEMS INC COM 009158106 1585 6591 SH SOLE 0 0 6591 WALMART INC COM 931142103 1642 13504 SH SOLE 0 0 13504 LOCKHEED MARTIN CORP COM 539830109 1646 3828 SH SOLE 0 0 3828 ISHARES TR RUS 1000 GRW ETF 464287614 1657 7575 SH SOLE 0 0 7575 SPDR GOLD TR GOLD SHS 78463V107 1688 10019 SH SOLE 0 0 10019 PROCTER AND GAMBLE CO COM 742718109 1720 11962 SH SOLE 0 0 11962 HONEYWELL INTL INC COM 438516106 1790 10297 SH SOLE 0 0 10297 COMCAST CORP NEW CL A 20030N101 1946 49603 SH SOLE 0 0 49603 ALPHABET INC CAP STK CL C 02079K107 2041 933 SH SOLE 0 0 933 AMGEN INC COM 031162100 2121 8718 SH SOLE 0 0 8718 TRANE TECHNOLOGIES PLC SHS G8994E103 2149 16547 SH SOLE 0 0 16547 PEPSICO INC COM 713448108 2227 13365 SH SOLE 0 0 13365 LILLY ELI & CO COM 532457108 2268 6995 SH SOLE 0 0 6995 SALESFORCE INC COM 79466L302 2290 13875 SH SOLE 0 0 13875 BK OF AMERICA CORP COM 060505104 2328 74789 SH SOLE 0 0 74789 ADOBE SYSTEMS INCORPORATED COM 00724F101 2415 6597 SH SOLE 0 0 6597 IQVIA HLDGS INC COM 46266C105 2422 11162 SH SOLE 0 0 11162 EDWARDS LIFESCIENCES CORP COM 28176E108 2479 26067 SH SOLE 0 0 26067 S&P GLOBAL INC COM 78409V104 2518 7471 SH SOLE 0 0 7471 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2536 26971 SH SOLE 0 0 26971 AMERICAN TOWER CORP NEW COM 03027X100 2682 10495 SH SOLE 0 0 10495 EATON CORP PLC SHS G29183103 2721 21601 SH SOLE 0 0 21601 ISHARES TR HDG MSCI EAFE 46434V803 2757 86634 SH SOLE 0 0 86634 LAUDER ESTEE COS INC CL A 518439104 2773 10889 SH SOLE 0 0 10889 BROADCOM INC COM 11135F101 2882 5932 SH SOLE 0 0 5932 DIAGEO PLC SPON ADR NEW 25243Q205 2942 16897 SH SOLE 0 0 16897 OREILLY AUTOMOTIVE INC COM 67103H107 2986 4726 SH SOLE 0 0 4726 MARATHON PETE CORP COM 56585A102 3149 38308 SH SOLE 0 0 38308 JOHNSON & JOHNSON COM 478160104 3201 18031 SH SOLE 0 0 18031 ALLSTATE CORP COM 020002101 3262 25743 SH SOLE 0 0 25743 PIONEER NAT RES CO COM 723787107 3316 14866 SH SOLE 0 0 14866 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 3368 100382 SH SOLE 0 0 100382 VANGUARD INDEX FDS MID CAP ETF 922908629 3512 17828 SH SOLE 0 0 17828 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3724 29293 SH SOLE 0 0 29293 UNION PAC CORP COM 907818108 4082 19138 SH SOLE 0 0 19138 COSTCO WHSL CORP NEW COM 22160K105 4271 8912 SH SOLE 0 0 8912 MERCK & CO INC COM 58933Y105 4287 47026 SH SOLE 0 0 47026 VISA INC COM CL A 92826C839 4462 22660 SH SOLE 0 0 22660 SPDR SER TR S&P DIVID ETF 78464A763 4568 38489 SH SOLE 0 0 38489 DEVON ENERGY CORP NEW COM 25179M103 4753 86249 SH SOLE 0 0 86249 HOME DEPOT INC COM 437076102 4839 17643 SH SOLE 0 0 17643 ALPHABET INC CAP STK CL A 02079K305 4981 2285 SH SOLE 0 0 2285 JPMORGAN CHASE & CO COM 46625H100 5296 47032 SH SOLE 0 0 47032 UNITEDHEALTH GROUP INC COM 91324P102 5301 10321 SH SOLE 0 0 10321 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5365 12974 SH SOLE 0 0 12974 AMAZON COM INC COM 023135106 5651 53208 SH SOLE 0 0 53208 CHEVRON CORP NEW COM 166764100 7286 50327 SH SOLE 0 0 50327 PACER FDS TR TRENDP US LAR CP 69374H105 7735 205929 SH SOLE 0 0 205929 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9011 62810 SH SOLE 0 0 62810 SPDR S&P 500 ETF TR TR UNIT 78462F103 9964 26411 SH SOLE 0 0 26411 ISHARES TR MSCI USA MIN VOL 46429B697 12291 175066 SH SOLE 0 0 175066 ISHARES GOLD TR ISHARES NEW 464285204 12786 372675 SH SOLE 0 0 372675 MICROSOFT CORP COM 594918104 14905 58036 SH SOLE 0 0 58036 APPLE INC COM 037833100 16331 119448 SH SOLE 0 0 119448 EXXON MOBIL CORP COM 30231G102 28458 332299 SH SOLE 0 0 332299 ISHARES TR CORE S&P500 ETF 464287200 34502 90997 SH SOLE 0 0 90997