0001606587-19-000768.txt : 20190808
0001606587-19-000768.hdr.sgml : 20190808
20190808132057
ACCESSION NUMBER: 0001606587-19-000768
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190808
DATE AS OF CHANGE: 20190808
EFFECTIVENESS DATE: 20190808
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: 191008737
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
06-30-2019
06-30-2019
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
08-08-2019
0
130
143362
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
536
3093
SH
SOLE
NONE
0
0
3093
ABBOTT LABS
COM
002824100
498
5832
SH
SOLE
NONE
0
0
5832
ABRAXAS PETE CORP
COM
003830106
31
30000
SH
SOLE
NONE
0
0
30000
ADOBE INC
COM
00724F101
270
865
SH
SOLE
NONE
0
0
865
AIR PRODS & CHEMS INC
COM
009158106
566
2502
SH
SOLE
NONE
0
0
2502
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
214
1160
SH
SOLE
NONE
0
0
1160
ALLSTATE CORP
COM
020002101
961
9186
SH
SOLE
NONE
0
0
9186
ALPHABET INC
CAP STK CL C
02079K107
656
590
SH
SOLE
NONE
0
0
590
ALPHABET INC
CAP STK CL A
02079K305
686
576
SH
SOLE
NONE
0
0
576
AMAZON COM INC
COM
023135106
1876
975
SH
SOLE
NONE
0
0
975
AMERICAN EXPRESS CO
COM
025816109
310
2496
SH
SOLE
NONE
0
0
2496
AMGEN INC
COM
031162100
1589
8539
SH
SOLE
NONE
0
0
8539
APPLE INC
COM
037833100
2777
13724
SH
SOLE
NONE
0
0
13724
ARCHROCK INC
COM
03957W106
252
23800
SH
SOLE
NONE
0
0
23800
AT&T INC
COM
00206R102
423
12097
SH
SOLE
NONE
0
0
12097
AUTOMATIC DATA PROCESSING IN
COM
053015103
431
2441
SH
SOLE
NONE
0
0
2441
BANK AMER CORP
COM
060505104
218
7134
SH
SOLE
NONE
0
0
7134
BB&T CORP
COM
054937107
564
11125
SH
SOLE
NONE
0
0
11125
BECTON DICKINSON & CO
COM
075887109
973
3807
SH
SOLE
NONE
0
0
3807
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1508
7002
SH
SOLE
NONE
0
0
7002
BGC PARTNERS INC
CL A
05541T101
84
16000
SH
SOLE
NONE
0
0
16000
BLACKROCK INC
COM
09247X101
225
480
SH
SOLE
NONE
0
0
480
BOEING CO
COM
097023105
209
550
SH
SOLE
NONE
0
0
550
BOOKING HLDGS INC
COM
09857L108
515
248
SH
SOLE
NONE
0
0
248
BRIGHAM MINERALS INC
CL A COM
10918L103
499
23250
SH
SOLE
NONE
0
0
23250
BROADCOM INC
COM
11135F101
810
2814
SH
SOLE
NONE
0
0
2814
CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
128125101
956
74900
SH
SOLE
NONE
0
0
74900
CARNIVAL CORP
UNIT 99/99/9999
143658300
253
5179
SH
SOLE
NONE
0
0
5179
CHESAPEAKE ENERGY CORP
COM
165167107
73
37633
SH
SOLE
NONE
0
0
37633
CHEVRON CORP NEW
COM
166764100
6359
50929
SH
SOLE
NONE
0
0
50929
CHUBB LIMITED
COM
H1467J104
809
5365
SH
SOLE
NONE
0
0
5365
CISCO SYS INC
COM
17275R102
1112
19775
SH
SOLE
NONE
0
0
19775
CME GROUP INC
COM
12572Q105
496
2352
SH
SOLE
NONE
0
0
2352
COCA COLA CO
COM
191216100
340
6504
SH
SOLE
NONE
0
0
6504
COMCAST CORP NEW
CL A
20030N101
405
7649
SH
SOLE
NONE
0
0
7649
COSTCO WHSL CORP NEW
COM
22160K105
508
1875
SH
SOLE
NONE
0
0
1875
CSI COMPRESSCO LP
COM UNIT
12637A103
40
11250
PRN
SOLE
NONE
0
0
11250
CVS HEALTH CORP
COM
126650100
247
4477
SH
SOLE
NONE
0
0
4477
DIAGEO P L C
SPON ADR NEW
25243Q205
609
3412
SH
SOLE
NONE
0
0
3412
DISNEY WALT CO
COM DISNEY
254687106
348
2319
SH
SOLE
NONE
0
0
2319
EATON CORP PLC
SHS
G29183103
803
9374
SH
SOLE
NONE
0
0
9374
EATON VANCE ENHANCED EQ INC
COM
278274105
150
10000
SH
SOLE
NONE
0
0
10000
EATON VANCE TAX MNGD GBL DV
COM
27829F108
145
17500
SH
SOLE
NONE
0
0
17500
EMERSON ELEC CO
COM
291011104
216
3234
SH
SOLE
NONE
0
0
3234
ENTERPRISE PRODS PARTNERS L
COM
293792107
1118
38140
PRN
SOLE
NONE
0
0
38140
EXXON MOBIL CORP
COM
30231G102
26888
350887
SH
SOLE
NONE
0
0
350887
FIRST TR LRG CP GRWTH ALPHAD
COM SHS
33735K108
419
5950
SH
SOLE
NONE
0
0
5950
HARRIS CORP DEL
COM
413875105
367
1891
SH
SOLE
NONE
0
0
1891
HOME DEPOT INC
COM
437076102
1689
7980
SH
SOLE
NONE
0
0
7980
HONEYWELL INTL INC
COM
438516106
546
2822
SH
SOLE
NONE
0
0
2822
ILLINOIS TOOL WKS INC
COM
452308109
292
1939
SH
SOLE
NONE
0
0
1939
INGERSOLL-RAND PLC
SHS
G47791101
799
6277
SH
SOLE
NONE
0
0
6277
INTEL CORP
COM
458140100
377
7459
SH
SOLE
NONE
0
0
7459
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
473
5342
SH
SOLE
NONE
0
0
5342
INTERNATIONAL BUSINESS MACHS
COM
459200101
258
1868
SH
SOLE
NONE
0
0
1868
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
294
12000
SH
SOLE
NONE
0
0
12000
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
276
2557
SH
SOLE
NONE
0
0
2557
INVESCO EXCHNG TRADED FD TR
S&P MIDCP LOW
46138E198
2323
45305
SH
SOLE
NONE
0
0
45305
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
221
5250
SH
SOLE
NONE
0
0
5250
IQVIA HLDGS INC
COM
46266C105
644
4000
SH
SOLE
NONE
0
0
4000
ISHARES TR
SELECT DIVID ETF
464287168
265
2665
SH
SOLE
NONE
0
0
2665
ISHARES TR
NASDAQ BIOTECH
464287556
478
4385
SH
SOLE
NONE
0
0
4385
ISHARES TR
RUS 1000 VAL ETF
464287598
315
2476
SH
SOLE
NONE
0
0
2476
ISHARES TR
RUS 1000 GRW ETF
464287614
596
3790
SH
SOLE
NONE
0
0
3790
ISHARES TR
RUS 1000 ETF
464287622
396
2434
SH
SOLE
NONE
0
0
2434
ISHARES TR
CORE S&P US GWT
464287671
369
5885
SH
SOLE
NONE
0
0
5885
ISHARES TR
U.S. TECH ETF
464287721
625
3160
SH
SOLE
NONE
0
0
3160
ISHARES TR
CORE S&P SCP ETF
464287804
387
4945
SH
SOLE
NONE
0
0
4945
ISHARES TR
U.S. MED DVC ETF
464288810
200
831
SH
SOLE
NONE
0
0
831
ISHARES TR
MIN VOL EAFE ETF
46429B689
5032
69277
SH
SOLE
NONE
0
0
69277
ISHARES TR
MIN VOL USA ETF
46429B697
7960
128946
SH
SOLE
NONE
0
0
128946
ISHARES TR
CORE MSCI TOTAL
46432F834
202
3437
SH
SOLE
NONE
0
0
3437
ISHARES TR
HDG MSCI EAFE
46434V803
3868
129714
SH
SOLE
NONE
0
0
129714
JOHNSON & JOHNSON
COM
478160104
1152
8052
SH
SOLE
NONE
0
0
8052
JPMORGAN CHASE & CO
COM
46625H100
2357
20638
SH
SOLE
NONE
0
0
20638
KANSAS CITY SOUTHERN
COM NEW
485170302
429
3425
SH
SOLE
NONE
0
0
3425
KIMBELL RTY PARTNERS LP
UNIT
49435R102
372
23016
PRN
SOLE
NONE
0
0
23016
LAUDER ESTEE COS INC
CL A
518439104
755
4026
SH
SOLE
NONE
0
0
4026
LOCKHEED MARTIN CORP
COM
539830109
388
1022
SH
SOLE
NONE
0
0
1022
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
358
5588
PRN
SOLE
NONE
0
0
5588
MARATHON PETE CORP
COM
56585A102
634
11244
SH
SOLE
NONE
0
0
11244
MCDONALDS CORP
COM
580135101
334
1609
SH
SOLE
NONE
0
0
1609
MEDTRONIC PLC
SHS
G5960L103
497
4821
SH
SOLE
NONE
0
0
4821
MERCK & CO INC
COM
58933Y105
1522
17680
SH
SOLE
NONE
0
0
17680
MICROCHIP TECHNOLOGY INC
COM
595017104
402
4632
SH
SOLE
NONE
0
0
4632
MICROSOFT CORP
COM
594918104
4893
35970
SH
SOLE
NONE
0
0
35970
MOTOROLA SOLUTIONS INC
COM NEW
620076307
1035
6208
SH
SOLE
NONE
0
0
6208
NORTHERN OIL & GAS INC NEV
COM
665531109
19
10000
SH
SOLE
NONE
0
0
10000
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
502
1358
SH
SOLE
NONE
0
0
1358
PACER FDS TR
TRENDP US LAR CP
69374H105
6368
208068
SH
SOLE
NONE
0
0
208068
PACER FDS TR
TRENDP US MID CP
69374H204
1078
36987
SH
SOLE
NONE
0
0
36987
PEPSICO INC
COM
713448108
550
3962
SH
SOLE
NONE
0
0
3962
PFIZER INC
COM
717081103
1181
26793
SH
SOLE
NONE
0
0
26793
PHILLIPS 66
COM
718546104
208
2221
SH
SOLE
NONE
0
0
2221
PIONEER NAT RES CO
COM
723787107
515
3317
SH
SOLE
NONE
0
0
3317
PROCTER AND GAMBLE CO
COM
742718109
411
3510
SH
SOLE
NONE
0
0
3510
QUALCOMM INC
COM
747525103
232
2931
SH
SOLE
NONE
0
0
2931
RAYMOND JAMES FINANCIAL INC
COM
754730109
1046
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
487
5617
SH
SOLE
NONE
0
0
5617
RIBBON COMMUNICATIONS INC
COM
762544104
439
89866
SH
SOLE
NONE
0
0
89866
SALESFORCE COM INC
COM
79466L302
987
6487
SH
SOLE
NONE
0
0
6487
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
480
5185
SH
SOLE
NONE
0
0
5185
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
239
4120
SH
SOLE
NONE
0
0
4120
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
335
2810
SH
SOLE
NONE
0
0
2810
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
341
12355
SH
SOLE
NONE
0
0
12355
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
346
4475
SH
SOLE
NONE
0
0
4475
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1655
21201
SH
SOLE
NONE
0
0
21201
SM ENERGY CO
COM
78454L100
559
44658
SH
SOLE
NONE
0
0
44658
SPDR GOLD TRUST
GOLD SHS
78463V107
210
1575
SH
SOLE
NONE
0
0
1575
SPDR S&P 500 ETF TR
TR UNIT
78462F103
551
1879
SH
SOLE
NONE
0
0
1879
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2573
7255
SH
SOLE
NONE
0
0
7255
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1653
16382
SH
SOLE
NONE
0
0
16382
SYNCHRONY FINL
COM
87165B103
295
8490
SH
SOLE
NONE
0
0
8490
SYSCO CORP
COM
871829107
495
6997
SH
SOLE
NONE
0
0
6997
TEXAS INSTRS INC
COM
882508104
230
2007
SH
SOLE
NONE
0
0
2007
UNION PACIFIC CORP
COM
907818108
1520
8782
SH
SOLE
NONE
0
0
8782
UNITED PARCEL SERVICE INC
CL B
911312106
245
2357
SH
SOLE
NONE
0
0
2357
UNITED TECHNOLOGIES CORP
COM
913017109
243
1720
SH
SOLE
NONE
0
0
1720
UNITEDHEALTH GROUP INC
COM
91324P102
1079
3884
SH
SOLE
NONE
0
0
3884
VANGUARD GROUP
DIV APP ETF
921908844
4853
42143
SH
SOLE
NONE
0
0
42143
VANGUARD INDEX FDS
MID CAP ETF
922908629
557
3331
SH
SOLE
NONE
0
0
3331
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
704
16880
SH
SOLE
NONE
0
0
16880
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
274
3138
SH
SOLE
NONE
0
0
3138
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
252
2488
SH
SOLE
NONE
0
0
2488
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
576
3310
SH
SOLE
NONE
0
0
3310
VERIZON COMMUNICATIONS INC
COM
92343V104
1276
22219
SH
SOLE
NONE
0
0
22219
VIPER ENERGY PARTNERS LP
COM UNT RP INT
92763M105
886
28750
PRN
SOLE
NONE
0
0
28750
VISA INC
COM CL A
92826C839
1347
7607
SH
SOLE
NONE
0
0
7607
WALMART INC
COM
931142103
927
8362
SH
SOLE
NONE
0
0
8362