0001768095-20-000001.txt : 20200515
0001768095-20-000001.hdr.sgml : 20200515
20200514185249
ACCESSION NUMBER: 0001768095-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200514
EFFECTIVENESS DATE: 20200515
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: 20879828
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
false
false
0001768095
XXXXXXXX
03-31-2020
03-31-2020
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 AND CHIEF COMPLIANCE OFFICER
512-717-5580
JOSHUA L. GALATZAN
AUSTIN
TX
05-14-2020
0
142
180909
false
INFORMATION TABLE
2
13FMeridian20200331.xml
AT&T INC
COM
00206R102
434
14904
SH
SOLE
0
0
14904
ABBOTT LABS
COM
002824100
554
7019
SH
SOLE
0
0
7019
ADOBE INC
COM
00724F101
988
3105
SH
SOLE
0
0
3105
ADVANCED MICRO DEVICES INC
COM
007903107
218
4800
SH
SOLE
0
0
4800
AIR PRODS & CHEMS INC
COM
009158106
622
3116
SH
SOLE
0
0
3116
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
250
1285
SH
SOLE
0
0
1285
ALLSTATE CORP
COM
020002101
703
7665
SH
SOLE
0
0
7665
ALPHABET INC
CAP STK CL C
02079K107
535
460
SH
SOLE
0
0
460
ALPHABET INC
CAP STK CL A
02079K305
2420
2083
SH
SOLE
0
0
2083
AMAZON COM INC
COM
023135106
2870
1472
SH
SOLE
0
0
1472
AMERICAN CAMPUS CMNTYS INC
COM
024835100
1215
43766
SH
SOLE
0
0
43766
AMERICAN EXPRESS CO
COM
025816109
206
2411
SH
SOLE
0
0
2411
AMERICAN TOWER CORP NEW
COM
03027X100
664
3049
SH
SOLE
0
0
3049
AMGEN INC
COM
031162100
1721
8489
SH
SOLE
0
0
8489
APPLE INC
COM
037833100
5072
19944
SH
SOLE
0
0
19944
ARCHROCK INC
COM
03957W106
89
23800
SH
SOLE
0
0
23800
AUTOMATIC DATA PROCESSING IN
COM
053015103
370
2704
SH
SOLE
0
0
2704
BGC PARTNERS INC
CL A
05541T101
35
14000
SH
SOLE
0
0
14000
BK OF AMERICA CORP
COM
060505104
1611
75866
SH
SOLE
0
0
75866
BECTON DICKINSON & CO
COM
075887109
738
3212
SH
SOLE
0
0
3212
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1936
10590
SH
SOLE
0
0
10590
BLACKROCK INC
COM
09247X101
279
634
SH
SOLE
0
0
634
BLACKSTONE GROUP INC
COM CL A
09260D107
416
9135
SH
SOLE
0
0
9135
BRIGHAM MINERALS INC
CL A COM
10918L103
282
34150
SH
SOLE
0
0
34150
BRISTOL-MYERS SQUIBB CO
COM
110122108
254
4555
SH
SOLE
0
0
4555
BROADCOM INC
COM
11135F101
609
2570
SH
SOLE
0
0
2570
CME GROUP INC
COM
12572Q105
386
2230
SH
SOLE
0
0
2230
CVS HEALTH CORP
COM
126650100
261
4399
SH
SOLE
0
0
4399
CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
128125101
829
84900
SH
SOLE
0
0
84900
CHESAPEAKE ENERGY CORP
COM
165167107
2
10780
SH
SOLE
0
0
10780
CHEVRON CORP NEW
COM
166764100
3787
52266
SH
SOLE
0
0
52266
CISCO SYS INC
COM
17275R102
1022
26008
SH
SOLE
0
0
26008
CLOROX CO DEL
COM
189054109
228
1314
SH
SOLE
0
0
1314
COCA COLA CO
COM
191216100
509
11508
SH
SOLE
0
0
11508
COMCAST CORP NEW
CL A
20030N101
918
26699
SH
SOLE
0
0
26699
COSTCO WHSL CORP NEW
COM
22160K105
1050
3683
SH
SOLE
0
0
3683
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
314
68289
SH
SOLE
0
0
68289
ENTERPRISE PRODS PARTNERS L
COM
293792107
617
43167
SH
SOLE
0
0
43167
EXXON MOBIL CORP
COM
30231G102
13780
362922
SH
SOLE
0
0
362922
FACEBOOK INC
CL A
30303M102
1131
6781
SH
SOLE
0
0
6781
FIRST TR LARGE CAP GROWTH A
COM SHS
33735K108
356
5950
SH
SOLE
0
0
5950
HOME DEPOT INC
COM
437076102
1980
10605
SH
SOLE
0
0
10605
HONEYWELL INTL INC
COM
438516106
720
5383
SH
SOLE
0
0
5383
ILLINOIS TOOL WKS INC
COM
452308109
276
1939
SH
SOLE
0
0
1939
INTEL CORP
COM
458140100
641
11853
SH
SOLE
0
0
11853
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
663
8215
SH
SOLE
0
0
8215
INTERNATIONAL BUSINESS MACHS
COM
459200101
334
3008
SH
SOLE
0
0
3008
INVESCO QQQ TR
UNIT SER 1
46090E103
271
1425
SH
SOLE
0
0
1425
INVESCO EXCHANGE-TRADED FD T
S&P MIDCP LOW
46138E198
2953
74150
SH
SOLE
0
0
74150
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
218
10250
SH
SOLE
0
0
10250
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
260
12000
SH
SOLE
0
0
12000
IQVIA HLDGS INC
COM
46266C105
403
3737
SH
SOLE
0
0
3737
ISHARES GOLD TRUST
ISHARES
464285105
3699
245466
SH
SOLE
0
0
245466
ISHARES TR
CORE S&P500 ETF
464287200
11951
46249
SH
SOLE
0
0
46249
ISHARES TR
S&P 500 GRWT ETF
464287309
962
5827
SH
SOLE
0
0
5827
ISHARES TR
20 YR TR BD ETF
464287432
1598
9685
SH
SOLE
0
0
9685
ISHARES TR
MSCI EAFE ETF
464287465
223
4169
SH
SOLE
0
0
4169
ISHARES TR
NASDAQ BIOTECH
464287556
253
2345
SH
SOLE
0
0
2345
ISHARES TR
RUS 1000 VAL ETF
464287598
335
3380
SH
SOLE
0
0
3380
ISHARES TR
RUS 1000 GRW ETF
464287614
1014
6728
SH
SOLE
0
0
6728
ISHARES TR
RUS 1000 ETF
464287622
455
3217
SH
SOLE
0
0
3217
ISHARES TR
RUSSELL 2000 ETF
464287655
583
5096
SH
SOLE
0
0
5096
ISHARES TR
CORE S&P US GWT
464287671
388
6805
SH
SOLE
0
0
6805
ISHARES TR
U.S. TECH ETF
464287721
646
3160
SH
SOLE
0
0
3160
ISHARES TR
CORE S&P SCP ETF
464287804
236
4211
SH
SOLE
0
0
4211
ISHARES TR
GL CLEAN ENE ETF
464288224
278
29143
SH
SOLE
0
0
29143
ISHARES TR
MIN VOL EAFE ETF
46429B689
3757
60545
SH
SOLE
0
0
60545
ISHARES TR
MSCI MIN VOL ETF
46429B697
9569
177171
SH
SOLE
0
0
177171
ISHARES TR
USA MOMENTUM FCT
46432F396
774
7272
SH
SOLE
0
0
7272
ISHARES TR
HDG MSCI EAFE
46434V803
1583
65385
SH
SOLE
0
0
65385
JPMORGAN CHASE & CO
COM
46625H100
1747
19409
SH
SOLE
0
0
19409
JOHNSON & JOHNSON
COM
478160104
1398
10660
SH
SOLE
0
0
10660
KANSAS CITY SOUTHERN
COM NEW
485170302
363
2857
SH
SOLE
0
0
2857
KIMBERLY CLARK CORP
COM
494368103
303
2373
SH
SOLE
0
0
2373
L3HARRIS TECHNOLOGIES INC
COM
502431109
488
2711
SH
SOLE
0
0
2711
LAUDER ESTEE COS INC
CL A
518439104
793
4974
SH
SOLE
0
0
4974
LIBERTY OILFIELD SVCS INC
COM CL A
53115L104
40
14800
SH
SOLE
0
0
14800
LILLY ELI & CO
COM
532457108
410
2958
SH
SOLE
0
0
2958
LOCKHEED MARTIN CORP
COM
539830109
800
2361
SH
SOLE
0
0
2361
LOWES COS INC
COM
548661107
298
3464
SH
SOLE
0
0
3464
MCDONALDS CORP
COM
580135101
665
4020
SH
SOLE
0
0
4020
MERCK & CO. INC
COM
58933Y105
1452
18877
SH
SOLE
0
0
18877
MICROSOFT CORP
COM
594918104
8254
52337
SH
SOLE
0
0
52337
MONDELEZ INTL INC
CL A
609207105
481
9603
SH
SOLE
0
0
9603
MOTOROLA SOLUTIONS INC
COM NEW
620076307
700
5267
SH
SOLE
0
0
5267
NEXTERA ENERGY INC
COM
65339F101
209
870
SH
SOLE
0
0
870
NIKE INC
CL B
654106103
402
4864
SH
SOLE
0
0
4864
NORTHERN OIL & GAS INC NEV
COM
665531109
7
10000
SH
SOLE
0
0
10000
NVIDIA CORP
COM
67066G104
320
1215
SH
SOLE
0
0
1215
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
602
2001
SH
SOLE
0
0
2001
PACER FDS TR
TRENDP US LAR CP
69374H105
18518
685599
SH
SOLE
0
0
685599
PACER FDS TR
TRENDP US MID CP
69374H204
2423
85532
SH
SOLE
0
0
85532
PEPSICO INC
COM
713448108
567
4718
SH
SOLE
0
0
4718
PFIZER INC
COM
717081103
882
27017
SH
SOLE
0
0
27017
PROCTER & GAMBLE CO
COM
742718109
641
5823
SH
SOLE
0
0
5823
RAYMOND JAMES FINANCIAL INC
COM
754730109
673
10644
SH
SOLE
0
0
10644
RAYTHEON CO
COM NEW
755111507
209
1595
SH
SOLE
0
0
1595
REPUBLIC SVCS INC
COM
760759100
529
7049
SH
SOLE
0
0
7049
RIBBON COMMUNICATIONS INC
COM
762544104
272
89866
SH
SOLE
0
0
89866
ROCKWELL AUTOMATION INC
COM
773903109
218
1443
SH
SOLE
0
0
1443
SPDR S&P 500 ETF TR
TR UNIT
78462F103
7796
30246
SH
SOLE
0
0
30246
SPDR GOLD TRUST
GOLD SHS
78463V107
1044
7054
SH
SOLE
0
0
7054
SPDR SER TR
S&P DIVID ETF
78464A763
1500
18787
SH
SOLE
0
0
18787
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2381
9057
SH
SOLE
0
0
9057
SALESFORCE COM INC
COM
79466L302
901
6255
SH
SOLE
0
0
6255
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
233
5191
SH
SOLE
0
0
5191
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
459
5185
SH
SOLE
0
0
5185
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
291
5341
SH
SOLE
0
0
5341
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
276
2810
SH
SOLE
0
0
2810
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
361
17334
SH
SOLE
0
0
17334
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
215
3645
SH
SOLE
0
0
3645
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2402
29881
SH
SOLE
0
0
29881
SYSCO CORP
COM
871829107
319
6983
SH
SOLE
0
0
6983
TJX COS INC NEW
COM
872540109
359
7508
SH
SOLE
0
0
7508
TEXAS INSTRS INC
COM
882508104
383
3836
SH
SOLE
0
0
3836
THERMO FISHER SCIENTIFIC INC
COM
883556102
497
1752
SH
SOLE
0
0
1752
3M CO
COM
88579Y101
375
2744
SH
SOLE
0
0
2744
TRUIST FINL CORP
COM
89832Q109
308
9992
SH
SOLE
0
0
9992
UNILEVER N V
N Y SHS NEW
904784709
303
6207
SH
SOLE
0
0
6207
UNION PAC CORP
COM
907818108
1241
8802
SH
SOLE
0
0
8802
UNITED PARCEL SERVICE INC
CL B
911312106
224
2398
SH
SOLE
0
0
2398
UNITED STATES OIL FUND LP
UNITS
91232N108
126
30000
SH
SOLE
0
0
30000
UNITED TECHNOLOGIES CORP
COM
913017109
212
2244
SH
SOLE
0
0
2244
UNITEDHEALTH GROUP INC
COM
91324P102
1637
6566
SH
SOLE
0
0
6566
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4908
47473
SH
SOLE
0
0
47473
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
226
2488
SH
SOLE
0
0
2488
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
726
4370
SH
SOLE
0
0
4370
VANGUARD INDEX FDS
MID CAP ETF
922908629
451
3428
SH
SOLE
0
0
3428
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
326
2750
SH
SOLE
0
0
2750
VANGUARD INDEX FDS
VALUE ETF
922908744
250
2807
SH
SOLE
0
0
2807
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
254
1970
SH
SOLE
0
0
1970
VERIZON COMMUNICATIONS INC
COM
92343V104
1202
22373
SH
SOLE
0
0
22373
VIPER ENERGY PARTNERS LP
COM UNT RP INT
92763M105
151
22750
SH
SOLE
0
0
22750
VISA INC
COM CL A
92826C839
1882
11680
SH
SOLE
0
0
11680
WALMART INC
COM
931142103
1130
9946
SH
SOLE
0
0
9946
WASTE MGMT INC DEL
COM
94106L109
204
2209
SH
SOLE
0
0
2209
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
585
3584
SH
SOLE
0
0
3584
EATON CORP PLC
SHS
G29183103
819
10547
SH
SOLE
0
0
10547
INVESCO LTD
SHS
G491BT108
144
15875
SH
SOLE
0
0
15875
MEDTRONIC PLC
SHS
G5960L103
857
9508
SH
SOLE
0
0
9508
TRANE TECHNOLOGIES PLC
SHS
G8994E103
461
5584
SH
SOLE
0
0
5584
CHUBB LIMITED
COM
H1467J104
522
4674
SH
SOLE
0
0
4674