Managing Member

0001606587-19-000501.txt : 20190507 0001606587-19-000501.hdr.sgml : 20190507 20190507160056 ACCESSION NUMBER: 0001606587-19-000501 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190507 DATE AS OF CHANGE: 20190507 EFFECTIVENESS DATE: 20190507 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: 19802970 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 true false 0001768095 XXXXXXXX 03-31-2019 03-31-2019 false 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 Managing Member 512-717-5580 Joshua L. Galatzan Austin TX 05-06-2019 0 127 137194 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 693 3334 SH SOLE NONE 0 0 3334 ABBOTT LABS COM 002824100 446 5582 SH SOLE NONE 0 0 5582 ABBVIE INC COM 00287Y109 420 5211 SH SOLE NONE 0 0 5211 ABRAXAS PETE CORP COM 003830106 38 30000 SH SOLE NONE 0 0 30000 ADOBE INC COM 00724F101 231 865 SH SOLE NONE 0 0 865 AIR PRODS & CHEMS INC COM 009158106 495 2592 SH SOLE NONE 0 0 2592 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 212 1160 SH SOLE NONE 0 0 1160 ALLSTATE CORP COM 020002101 841 8930 SH SOLE NONE 0 0 8930 ALPHABET INC CAP STK CL C 02079K107 447 381 SH SOLE NONE 0 0 381 ALPHABET INC CAP STK CL A 02079K305 684 581 SH SOLE NONE 0 0 581 AMAZON COM INC COM 023135106 1742 978 SH SOLE NONE 0 0 978 AMERICAN EXPRESS CO COM 025816109 273 2496 SH SOLE NONE 0 0 2496 AMGEN INC COM 031162100 1634 8599 SH SOLE NONE 0 0 8599 APPLE INC COM 037833100 2578 13570 SH SOLE NONE 0 0 13570 ARCHROCK INC COM 03957W106 233 23800 SH SOLE NONE 0 0 23800 AT&T INC COM 00206R102 394 12572 SH SOLE NONE 0 0 12572 AUTOMATIC DATA PROCESSING COM 053015103 390 2441 SH SOLE NONE 0 0 2441 BB&T CORP COM 054937107 499 10714 SH SOLE NONE 0 0 10714 BECTON DICKINSON & CO COM 075887109 946 3787 SH SOLE NONE 0 0 3787 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1407 7002 SH SOLE NONE 0 0 7002 BGC PARTNERS INC CL A 05541T101 80 15000 SH SOLE NONE 0 0 15000 BLACKROCK INC COM 09247X101 205 480 SH SOLE NONE 0 0 480 BOEING CO COM 097023105 210 550 SH SOLE NONE 0 0 550 BOOKING HLDGS INC COM 09857L108 438 251 SH SOLE NONE 0 0 251 BROADCOM INC COM 11135F101 841 2796 SH SOLE NONE 0 0 2796 CALAMOS STRATEGIC TOTL RET COM SH BEN INT 128125101 928 74900 SH SOLE NONE 0 0 74900 CARNIVAL CORP UNIT 99/99/9999 143658300 249 4907 SH SOLE NONE 0 0 4907 CHESAPEAKE ENERGY CORP COM 165167107 117 37633 SH SOLE NONE 0 0 37633 CHEVRON CORP NEW COM 166764100 6280 50986 SH SOLE NONE 0 0 50986 CHUBB LIMITED COM H1467J104 749 5346 SH SOLE NONE 0 0 5346 CISCO SYS INC COM 17275R102 1075 19917 SH SOLE NONE 0 0 19917 CME GROUP INC COM CL A 12572Q105 413 2512 SH SOLE NONE 0 0 2512 COCA COLA CO COM 191216100 305 6504 SH SOLE NONE 0 0 6504 COMCAST CORP NEW CL A 20030N101 298 7445 SH SOLE NONE 0 0 7445 CSI COMPRESSCO LP COM UNIT 12637A103 32 11250 PRN SOLE NONE 0 0 11250 CVS HEALTH CORP COM 126650100 258 4787 SH SOLE NONE 0 0 4787 DIAGEO P L C SPON ADR NEW 25243Q205 546 3338 SH SOLE NONE 0 0 3338 DISNEY WALT CO COM DISNEY 254687106 256 2302 SH SOLE NONE 0 0 2302 DOWDUPONT INC COM 26078J100 238 4470 SH SOLE NONE 0 0 4470 EATON CORP PLC SHS G29183103 742 9206 SH SOLE NONE 0 0 9206 EATON VANCE ENHANCED EQ IN COM 278274105 144 10000 SH SOLE NONE 0 0 10000 EATON VANCE TAX MNGD GBL D COM 27829F108 142 17500 SH SOLE NONE 0 0 17500 EMERSON ELEC CO COM 291011104 207 3027 SH SOLE NONE 0 0 3027 ENTERPRISE PRODS PARTNERS COM 293792107 1110 38140 PRN SOLE NONE 0 0 38140 EXXON MOBIL CORP COM 30231G102 28424 351780 SH SOLE NONE 0 0 351780 FIRST TR LRG CP GRWTH ALPH COM SHS 33735K108 546 8150 SH SOLE NONE 0 0 8150 HARRIS CORP DEL COM 413875105 310 1944 SH SOLE NONE 0 0 1944 HOME DEPOT INC COM 437076102 1513 7883 SH SOLE NONE 0 0 7883 HONEYWELL INTL INC COM 438516106 448 2822 SH SOLE NONE 0 0 2822 ILLINOIS TOOL WKS INC COM 452308109 278 1939 SH SOLE NONE 0 0 1939 INGERSOLL-RAND PLC SHS G47791101 674 6245 SH SOLE NONE 0 0 6245 INTEL CORP COM 458140100 401 7459 SH SOLE NONE 0 0 7459 INTERCONTINENTAL EXCHANGE COM 45866F104 413 5424 SH SOLE NONE 0 0 5424 INTERNATIONAL BUSINESS MAC COM 459200101 264 1868 SH SOLE NONE 0 0 1868 INVESCO EXCHANGE TRADED FD S&P500 EQL WGT 46137V357 270 2587 SH SOLE NONE 0 0 2587 INVESCO EXCHNG TRADED FD T S&P MIDCP LOW 46138E198 2149 43270 SH SOLE NONE 0 0 43270 INVESCO EXCHNG TRADED FD T S&P500 HDL VOL 46138E362 223 5250 SH SOLE NONE 0 0 5250 IQVIA HLDGS INC COM 46266C105 604 4197 SH SOLE NONE 0 0 4197 ISHARES TR SELECT DIVID ETF 464287168 262 2665 SH SOLE NONE 0 0 2665 ISHARES TR NASDAQ BIOTECH 464287556 501 4485 SH SOLE NONE 0 0 4485 ISHARES TR RUS 1000 VAL ETF 464287598 288 2329 SH SOLE NONE 0 0 2329 ISHARES TR RUS 1000 GRW ETF 464287614 555 3667 SH SOLE NONE 0 0 3667 ISHARES TR RUS 1000 ETF 464287622 383 2434 SH SOLE NONE 0 0 2434 ISHARES TR CORE S&P US GWT 464287671 370 6135 SH SOLE NONE 0 0 6135 ISHARES TR U.S. TECH ETF 464287721 602 3160 SH SOLE NONE 0 0 3160 ISHARES TR CORE S&P SCP ETF 464287804 409 5295 SH SOLE NONE 0 0 5295 ISHARES TR MIN VOL EAFE ETF 46429B689 4758 66087 SH SOLE NONE 0 0 66087 ISHARES TR MIN VOL USA ETF 46429B697 7174 122007 SH SOLE NONE 0 0 122007 ISHARES TR CORE MSCI TOTAL 46432F834 200 3437 SH SOLE NONE 0 0 3437 ISHARES TR HDG MSCI EAFE 46434V803 3701 128204 SH SOLE NONE 0 0 128204 JOHNSON & JOHNSON COM 478160104 1146 8201 SH SOLE NONE 0 0 8201 JPMORGAN CHASE & CO COM 46625H100 2158 21316 SH SOLE NONE 0 0 21316 KANSAS CITY SOUTHERN COM NEW 485170302 403 3478 SH SOLE NONE 0 0 3478 KIMBELL RTY PARTNERS LP UNIT 49435R102 421 23016 PRN SOLE NONE 0 0 23016 LAUDER ESTEE COS INC CL A 518439104 674 4072 SH SOLE NONE 0 0 4072 LILLY ELI & CO COM 532457108 227 1746 SH SOLE NONE 0 0 1746 LOCKHEED MARTIN CORP COM 539830109 269 897 SH SOLE NONE 0 0 897 MAGELLAN MIDSTREAM PRTNRS COM UNIT RP LP 559080106 339 5588 PRN SOLE NONE 0 0 5588 MARATHON PETE CORP COM 56585A102 664 11102 SH SOLE NONE 0 0 11102 MCDONALDS CORP COM 580135101 328 1729 SH SOLE NONE 0 0 1729 MEDTRONIC PLC SHS G5960L103 403 4425 SH SOLE NONE 0 0 4425 MERCK & CO INC COM 58933Y105 1342 16137 SH SOLE NONE 0 0 16137 MICROCHIP TECHNOLOGY INC COM 595017104 384 4632 SH SOLE NONE 0 0 4632 MICROSOFT CORP COM 594918104 4266 36173 SH SOLE NONE 0 0 36173 MOTOROLA SOLUTIONS INC COM NEW 620076307 842 5995 SH SOLE NONE 0 0 5995 NORTHERN OIL & GAS INC NEV COM 665531109 27 10000 SH SOLE NONE 0 0 10000 O REILLY AUTOMOTIVE INC NE COM 67103H107 527 1358 SH SOLE NONE 0 0 1358 PACER FDS TR TRENDP US LAR CP 69374H105 5885 200307 SH SOLE NONE 0 0 200307 PACER FDS TR TRENDP US MID CP 69374H204 1028 33859 SH SOLE NONE 0 0 33859 PEPSICO INC COM 713448108 524 4272 SH SOLE NONE 0 0 4272 PFIZER INC COM 717081103 1155 27201 SH SOLE NONE 0 0 27201 PHILLIPS 66 COM 718546104 238 2506 SH SOLE NONE 0 0 2506 PIONEER NAT RES CO COM 723787107 507 3330 SH SOLE NONE 0 0 3330 PROCTER AND GAMBLE CO COM 742718109 365 3510 SH SOLE NONE 0 0 3510 RAYMOND JAMES FINANCIAL IN COM 754730109 995 12369 SH SOLE NONE 0 0 12369 RAYTHEON CO COM NEW 755111507 283 1554 SH SOLE NONE 0 0 1554 REPUBLIC SVCS INC COM 760759100 436 5426 SH SOLE NONE 0 0 5426 RIBBON COMMUNICATIONS INC COM 762544104 463 89866 SH SOLE NONE 0 0 89866 SALESFORCE COM INC COM 79466L302 1029 6500 SH SOLE NONE 0 0 6500 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 476 5185 SH SOLE NONE 0 0 5185 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 231 4120 SH SOLE NONE 0 0 4120 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 320 2810 SH SOLE NONE 0 0 2810 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 318 12355 SH SOLE NONE 0 0 12355 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 336 4475 SH SOLE NONE 0 0 4475 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1374 18566 SH SOLE NONE 0 0 18566 SM ENERGY CO COM 78454L100 781 44658 SH SOLE NONE 0 0 44658 SPDR S&P 500 ETF TR TR UNIT 78462F103 559 1979 SH SOLE NONE 0 0 1979 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2511 7269 SH SOLE NONE 0 0 7269 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1629 16387 SH SOLE NONE 0 0 16387 SYNCHRONY FINL COM 87165B103 283 8856 SH SOLE NONE 0 0 8856 SYSCO CORP COM 871829107 467 6997 SH SOLE NONE 0 0 6997 TEXAS INSTRS INC COM 882508104 213 2007 SH SOLE NONE 0 0 2007 UNION PACIFIC CORP COM 907818108 1443 8629 SH SOLE NONE 0 0 8629 UNITED PARCEL SERVICE INC CL B 911312106 215 1920 SH SOLE NONE 0 0 1920 UNITED TECHNOLOGIES CORP COM 913017109 222 1720 SH SOLE NONE 0 0 1720 UNITEDHEALTH GROUP INC COM 91324P102 757 3060 SH SOLE NONE 0 0 3060 VANGUARD GROUP DIV APP ETF 921908844 4452 40610 SH SOLE NONE 0 0 40610 VANGUARD INDEX FDS MID CAP ETF 922908629 487 3029 SH SOLE NONE 0 0 3029 VANGUARD INDEX FDS TOTAL STK MKT 922908769 544 3762 SH SOLE NONE 0 0 3762 VANGUARD TAX MANAGED INTL FTSE DEV MKT ETF 921943858 744 18204 SH SOLE NONE 0 0 18204 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 269 3138 SH SOLE NONE 0 0 3138 VANGUARD WORLD FD MEGA CAP INDEX 921910873 243 2488 SH SOLE NONE 0 0 2488 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 393 2280 SH SOLE NONE 0 0 2280 VERIZON COMMUNICATIONS INC COM 92343V104 1298 21959 SH SOLE NONE 0 0 21959 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 932 28100 PRN SOLE NONE 0 0 28100 VISA INC COM CL A 92826C839 1300 8326 SH SOLE NONE 0 0 8326 WALMART INC COM 931142103 883 9058 SH SOLE NONE 0 0 9058