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