CHIEF COMPLIANCE OFFICER

0001951757-23-000220.txt : 20230502 0001951757-23-000220.hdr.sgml : 20230502 20230501183718 ACCESSION NUMBER: 0001951757-23-000220 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230502 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: 23875767 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 X0202 13F-HR LIVE false false false 0001768095 XXXXXXXX 03-31-2023 03-31-2023 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 CHIEF COMPLIANCE OFFICER 5127175580 JOSHUA GALATZAN AUSTIN TX 05-01-2023 0 188 399480116 false INFORMATION TABLE 2 F_13F_MeridianWealth_Q12023.xml ABBOTT LABS COM 002824100 1072141 10588 SH SOLE 0 0 10588 ADVANCED MICRO DEVICES INC COM 007903107 807701 8241 SH SOLE 0 0 8241 AIR PRODS & CHEMS INC COM 009158106 2813387 9796 SH SOLE 0 0 9796 ALLSTATE CORP COM 020002101 3206380 28936 SH SOLE 0 0 28936 AMAZON COM INC COM 023135106 6823131 66058 SH SOLE 0 0 66058 AMERICAN EXPRESS CO COM 025816109 548294 3324 SH SOLE 0 0 3324 AMGEN INC COM 031162100 2095489 8668 SH SOLE 0 0 8668 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 3302653 93111 SH SOLE 0 0 93111 ANALOG DEVICES INC COM 032654105 984128 4990 SH SOLE 0 0 4990 APPLE INC COM 037833100 18910102 114676 SH SOLE 0 0 114676 AUTOMATIC DATA PROCESSING IN COM 053015103 604664 2716 SH SOLE 0 0 2716 BANK AMERICA CORP COM 060505104 2124694 74290 SH SOLE 0 0 74290 BECTON DICKINSON & CO COM 075887109 334675 1352 SH SOLE 0 0 1352 BRISTOL-MYERS SQUIBB CO COM 110122108 481705 6950 SH SOLE 0 0 6950 CSX CORP COM 126408103 224550 7500 SH SOLE 0 0 7500 CVS HEALTH CORP COM 126650100 472612 6360 SH SOLE 0 0 6360 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 1319108 94222 SH SOLE 0 0 94222 CANADIAN NATL RY CO COM 136375102 200549 1700 SH SOLE 0 0 1700 CATERPILLAR INC COM 149123101 227010 992 SH SOLE 0 0 992 CHEVRON CORP NEW COM 166764100 1247572 7646 SH SOLE 0 0 7646 COCA COLA CO COM 191216100 1395427 22496 SH SOLE 0 0 22496 COLGATE PALMOLIVE CO COM 194162103 351327 4675 SH SOLE 0 0 4675 DANAHER CORPORATION COM 235851102 775023 3075 SH SOLE 0 0 3075 DISNEY WALT CO COM 254687106 283569 2832 SH SOLE 0 0 2832 DOLLAR GEN CORP NEW COM 256677105 418164 1987 SH SOLE 0 0 1987 EMERSON ELEC CO COM 291011104 214191 2458 SH SOLE 0 0 2458 ENTERPRISE PRODS PARTNERS L COM 293792107 1120124 43248 SH SOLE 0 0 43248 FISERV INC COM 337738108 2420990 21419 SH SOLE 0 0 21419 GENERAL MLS INC COM 370334104 205532 2405 SH SOLE 0 0 2405 HOME DEPOT INC COM 437076102 5470146 18535 SH SOLE 0 0 18535 HONEYWELL INTL INC COM 438516106 1622993 8492 SH SOLE 0 0 8492 ILLINOIS TOOL WKS INC COM 452308109 514654 2114 SH SOLE 0 0 2114 INTEL CORP COM 458140100 353947 10834 SH SOLE 0 0 10834 INTERNATIONAL BUSINESS MACHS COM 459200101 842649 6428 SH SOLE 0 0 6428 ISHARES GOLD TR ISHARES NEW 464285204 14565587 389767 SH SOLE 0 0 389767 ISHARES TR CORE S&P500 ETF 464287200 38521332 93708 SH SOLE 0 0 93708 ISHARES TR S&P 500 GRWT ETF 464287309 1502165 23512 SH SOLE 0 0 23512 ISHARES TR 20 YR TR BD ETF 464287432 510808 4802 SH SOLE 0 0 4802 ISHARES TR RUS 1000 VAL ETF 464287598 319594 2099 SH SOLE 0 0 2099 ISHARES TR RUS 1000 GRW ETF 464287614 1803451 7381 SH SOLE 0 0 7381 ISHARES TR RUS 1000 ETF 464287622 707898 3143 SH SOLE 0 0 3143 ISHARES TR RUSSELL 2000 ETF 464287655 351390 1970 SH SOLE 0 0 1970 ISHARES TR CORE S&P US GWT 464287671 361738 4075 SH SOLE 0 0 4075 ISHARES TR U.S. TECH ETF 464287721 1012929 10914 SH SOLE 0 0 10914 ISHARES TR CORE S&P SCP ETF 464287804 219634 2271 SH SOLE 0 0 2271 ISHARES TR GL CLEAN ENE ETF 464288224 431176 21799 SH SOLE 0 0 21799 JOHNSON & JOHNSON COM 478160104 2758936 17800 SH SOLE 0 0 17800 KLA CORP COM NEW 482480100 249482 625 SH SOLE 0 0 625 KIMBERLY-CLARK CORP COM 494368103 319041 2377 SH SOLE 0 0 2377 LAUDER ESTEE COS INC CL A 518439104 3186640 12930 SH SOLE 0 0 12930 LILLY ELI & CO COM 532457108 2476093 7210 SH SOLE 0 0 7210 LOCKHEED MARTIN CORP COM 539830109 1718273 3635 SH SOLE 0 0 3635 LOWES COS INC COM 548661107 1243814 6220 SH SOLE 0 0 6220 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 333374 6144 SH SOLE 0 0 6144 MARSH & MCLENNAN COS INC COM 571748102 271460 1630 SH SOLE 0 0 1630 MCDONALDS CORP COM 580135101 1575374 5634 SH SOLE 0 0 5634 MICROSOFT CORP COM 594918104 16633961 57697 SH SOLE 0 0 57697 MICROCHIP TECHNOLOGY INC. 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