Meridian-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
170
Total Value
589039409
Accession Number
0001951757-25-000506
Form Type
13F-HR
Manager Name
Meridian-Wealth-Advisors
Data Enrichment
88% identified
150 identified20 unidentified

Holdings

170 positions • $589.0M total value
Manager:
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Phillips 66
Shares:1.8K
Value:$218.0K
% of Portfolio:0.0% ($218.0K/$589.0M)
Diamondback Energy, Inc.
Shares:1.3K
Value:$213.8K
% of Portfolio:0.0% ($213.8K/$589.0M)
464288224
Shares:17.9K
Value:$204.5K
% of Portfolio:0.0% ($204.5K/$589.0M)
AMERICAN TOWER CORP /MA/
Shares:930
Value:$202.4K
% of Portfolio:0.0% ($202.4K/$589.0M)
464287432
Shares:2.2K
Value:$201.5K
% of Portfolio:0.0% ($201.5K/$589.0M)
EOG RESOURCES INC
Shares:1.6K
Value:$200.3K
% of Portfolio:0.0% ($200.3K/$589.0M)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:17.9K
Value:$146.0K
% of Portfolio:0.0% ($146.0K/$589.0M)
Reservoir Media, Inc.
Shares:15.0K
Value:$114.3K
% of Portfolio:0.0% ($114.3K/$589.0M)
ProPetro Holding Corp.
Shares:10.0K
Value:$73.5K
% of Portfolio:0.0% ($73.5K/$589.0M)
Rein Therapeutics, Inc.
Shares:28.5K
Value:$50.4K
% of Portfolio:0.0% ($50.4K/$589.0M)