CHIEF COMPLIANCE OFFICER

0001768095-22-000005.txt : 20221019 0001768095-22-000005.hdr.sgml : 20221019 20221019095546 ACCESSION NUMBER: 0001768095-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221019 EFFECTIVENESS DATE: 20221019 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: 221317423 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 09-30-2022 09-30-2022 Meridian Wealth Advisors, LLC

3600 N. CAPITAL OF TEXAS HIGHWAY BUILDING B, SUITE 150 AUSTIN TX 78746

13F HOLDINGS REPORT 028-19356 N JOSHUA GALATZAN CHIEF COMPLIANCE OFFICER 5127175580 JOSHUA GALATZAN AUSTIN TX 10-19-2022 0 187 355060 false INFORMATION TABLE 2 13FMeridian20220930.xml CORE SCIENTIFIC INC COMMON STOCK 21873J108 20 15085 SH SOLE 0 0 15085 BGC PARTNERS INC CL A 05541T101 35 11100 SH SOLE 0 0 11100 TFF PHARMACEUTICALS INC COM 87241J104 47 11500 SH SOLE 0 0 11500 VERTEX ENERGY INC CALL 92534K107 62 10000 PRN Call SOLE 0 0 10000 PROPETRO HLDG CORP COM 74347M108 80 10000 SH SOLE 0 0 10000 RIBBON COMMUNICATIONS INC COM 762544104 144 64866 SH SOLE 0 0 64866 INVESCO LTD SHS G491BT108 148 10798 SH SOLE 0 0 10798 EATON VANCE TAX-MANAGED GLOB COM 27829F108 149 20527 SH SOLE 0 0 20527 LIBERTY ENERGY INC COM CL A 53115L104 188 14800 SH SOLE 0 0 14800 UNILEVER PLC SPON ADR NEW 904767704 200 4560 SH SOLE 0 0 4560 CSX CORP COM 126408103 200 7500 SH SOLE 0 0 7500 ORACLE CORP COM 68389X105 201 3285 SH SOLE 0 0 3285 SERVICENOW INC COM 81762P102 204 540 SH SOLE 0 0 540 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 205 5250 SH SOLE 0 0 5250 TARGET CORP COM 87612E106 206 1387 SH SOLE 0 0 1387 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 213 4252 SH SOLE 0 0 4252 KINDER MORGAN INC DEL COM 49456B101 224 13433 SH SOLE 0 0 13433 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 229 1797 SH SOLE 0 0 1797 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 232 3491 SH SOLE 0 0 3491 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 233 3405 SH SOLE 0 0 3405 ISHARES TR MSCI EAFE MIN VL 46429B689 233 4090 SH SOLE 0 0 4090 ABBVIE INC COM 00287Y109 236 1761 SH SOLE 0 0 1761 MICROCHIP TECHNOLOGY INC. COM 595017104 238 3894 SH SOLE 0 0 3894 ISHARES TR ISHARES BIOTECH 464287556 242 2070 SH SOLE 0 0 2070 PAYPAL HLDGS INC COM 70450Y103 243 2818 SH SOLE 0 0 2818 VALERO ENERGY CORP COM 91913Y100 251 2346 SH SOLE 0 0 2346 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 252 15062 SH SOLE 0 0 15062 DOCUSIGN INC COM 256163106 253 4729 SH SOLE 0 0 4729 PALO ALTO NETWORKS INC COM 697435105 263 1605 SH SOLE 0 0 1605 VANGUARD WORLD FD ESG US STK ETF 921910733 263 4179 SH SOLE 0 0 4179 VANGUARD WORLD FDS INF TECH ETF 92204A702 272 884 SH SOLE 0 0 884 VANECK ETF TRUST GOLD MINERS ETF 92189F106 274 11363 SH SOLE 0 0 11363 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 275 4120 SH SOLE 0 0 4120 ISHARES TR MSCI USA MMENTM 46432F396 281 2143 SH SOLE 0 0 2143 ISHARES TR RUS 1000 VAL ETF 464287598 285 2099 SH SOLE 0 0 2099 SM ENERGY CO COM 78454L100 290 7720 SH SOLE 0 0 7720 WILLIAMS COS INC COM 969457100 291 10162 SH SOLE 0 0 10162 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 292 6144 SH SOLE 0 0 6144 WASTE MGMT INC DEL COM 94106L109 296 1846 SH SOLE 0 0 1846 MARSH & MCLENNAN COS INC COM 571748102 303 2028 SH SOLE 0 0 2028 EOG RES INC COM 26875P101 303 2716 SH SOLE 0 0 2716 NEXTERA ENERGY INC COM 65339F101 303 3866 SH SOLE 0 0 3866 DIAMONDBACK ENERGY INC COM 25278X109 305 2532 SH SOLE 0 0 2532 VANGUARD WORLD FD MEGA CAP INDEX 921910873 311 2488 SH SOLE 0 0 2488 ISHARES TR CORE S&P US GWT 464287671 327 4075 SH SOLE 0 0 4075 BECTON DICKINSON & CO COM 075887109 336 1507 SH SOLE 0 0 1507 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 337 15502 SH SOLE 0 0 15502 3M CO COM 88579Y101 340 3080 SH SOLE 0 0 3080 PNC FINL SVCS GROUP INC COM 693475105 345 2310 SH SOLE 0 0 2310 VANGUARD INDEX FDS VALUE ETF 922908744 350 2834 SH SOLE 0 0 2834 ZOETIS INC CL A 98978V103 359 2424 SH SOLE 0 0 2424 KIMBERLY-CLARK CORP COM 494368103 364 3237 SH SOLE 0 0 3237 MERCADOLIBRE INC COM 58733R102 372 449 SH SOLE 0 0 449 STERIS PLC SHS USD G8473T100 377 2267 SH SOLE 0 0 2267 TESLA INC COM 88160R101 381 1436 SH SOLE 0 0 1436 ILLINOIS TOOL WKS INC COM 452308109 385 2132 SH SOLE 0 0 2132 CROWN CASTLE INC COM 22822V101 386 2669 SH SOLE 0 0 2669 BLOCK INC CL A 852234103 388 7059 SH SOLE 0 0 7059 COLGATE PALMOLIVE CO COM 194162103 393 5599 SH SOLE 0 0 5599 INTEL CORP COM 458140100 394 15308 SH SOLE 0 0 15308 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 422 2960 SH SOLE 0 0 2960 VANGUARD INDEX FDS TOTAL STK MKT 922908769 426 2374 SH SOLE 0 0 2374 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 426 5145 SH SOLE 0 0 5145 TJX COS INC NEW COM 872540109 428 6897 SH SOLE 0 0 6897 DISNEY WALT CO COM 254687106 430 4560 SH SOLE 0 0 4560 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 442 1719 SH SOLE 0 0 1719 VANGUARD INDEX FDS LARGE CAP ETF 922908637 450 2750 SH SOLE 0 0 2750 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 454 2879 SH SOLE 0 0 2879 BLACKSTONE INC COM 09260D107 472 5635 SH SOLE 0 0 5635 CONSTELLATION BRANDS INC CL A 21036P108 473 2058 SH SOLE 0 0 2058 AMERICAN EXPRESS CO COM 025816109 475 3524 SH SOLE 0 0 3524 DOLLAR GEN CORP NEW COM 256677105 476 1984 SH SOLE 0 0 1984 ISHARES TR RUSSELL 2000 ETF 464287655 476 2887 SH SOLE 0 0 2887 INVESCO QQQ TR UNIT SER 1 46090E103 481 1799 SH SOLE 0 0 1799 NIKE INC CL B 654106103 490 5892 SH SOLE 0 0 5892 ISHARES TR GL CLEAN ENE ETF 464288224 492 25798 SH SOLE 0 0 25798 VANGUARD INDEX FDS GROWTH ETF 922908736 503 2352 SH SOLE 0 0 2352 META PLATFORMS INC CL A 30303M102 507 3738 SH SOLE 0 0 3738 SYSCO CORP COM 871829107 507 7175 SH SOLE 0 0 7175 BRISTOL-MYERS SQUIBB CO COM 110122108 508 7140 SH SOLE 0 0 7140 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 509 5950 SH SOLE 0 0 5950 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 523 17213 SH SOLE 0 0 17213 TEXAS INSTRS INC COM 882508104 537 3467 SH SOLE 0 0 3467 ISHARES TR TIPS BD ETF 464287176 553 5273 SH SOLE 0 0 5273 CONOCOPHILLIPS COM 20825C104 561 5482 SH SOLE 0 0 5482 STARWOOD PPTY TR INC COM 85571B105 565 31000 SH SOLE 0 0 31000 ADVANCED MICRO DEVICES INC COM 007903107 573 9044 SH SOLE 0 0 9044 MEDTRONIC PLC SHS G5960L103 583 7224 SH SOLE 0 0 7224 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 587 4845 SH SOLE 0 0 4845 AUTOMATIC DATA PROCESSING IN COM 053015103 634 2804 SH SOLE 0 0 2804 ISHARES TR RUS 1000 ETF 464287622 635 3217 SH SOLE 0 0 3217 AT&T INC COM 00206R102 657 42831 SH SOLE 0 0 42831 MOTOROLA SOLUTIONS INC COM NEW 620076307 673 3004 SH SOLE 0 0 3004 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 673 61054 SH SOLE 0 0 61054 CME GROUP INC COM 12572Q105 684 3862 SH SOLE 0 0 3862 CVS HEALTH CORP COM 126650100 688 7210 SH SOLE 0 0 7210 ISHARES TR 20 YR TR BD ETF 464287432 692 6758 SH SOLE 0 0 6758 ANALOG DEVICES INC COM 032654105 695 4990 SH SOLE 0 0 4990 UNITED PARCEL SERVICE INC CL B 911312106 706 4373 SH SOLE 0 0 4373 MONDELEZ INTL INC CL A 609207105 713 13006 SH SOLE 0 0 13006 BLACKROCK INC COM 09247X101 730 1327 SH SOLE 0 0 1327 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 758 15748 SH SOLE 0 0 15748 INTERNATIONAL BUSINESS MACHS COM 459200101 788 6631 SH SOLE 0 0 6631 NVIDIA CORPORATION COM 67066G104 791 6519 SH SOLE 0 0 6519 ISHARES TR U.S. TECH ETF 464287721 801 10914 SH SOLE 0 0 10914 QUALCOMM INC COM 747525103 802 7099 SH SOLE 0 0 7099 RAYTHEON TECHNOLOGIES CORP COM 75513E101 808 9869 SH SOLE 0 0 9869 MASTERCARD INCORPORATED CL A 57636Q104 831 2924 SH SOLE 0 0 2924 DANAHER CORPORATION COM 235851102 860 3331 SH SOLE 0 0 3331 REPUBLIC SVCS INC COM 760759100 870 6396 SH SOLE 0 0 6396 THERMO FISHER SCIENTIFIC INC COM 883556102 886 1747 SH SOLE 0 0 1747 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 887 13307 SH SOLE 0 0 13307 CHUBB LIMITED COM H1467J104 943 5186 SH SOLE 0 0 5186 VERIZON COMMUNICATIONS INC COM 92343V104 970 25538 SH SOLE 0 0 25538 PACER FDS TR TRENDP US MID CP 69374H204 998 31037 SH SOLE 0 0 31037 ENTERPRISE PRODS PARTNERS L COM 293792107 1028 43248 SH SOLE 0 0 43248 ABBOTT LABS COM 002824100 1030 10650 SH SOLE 0 0 10650 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1045 3183 SH SOLE 0 0 3183 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1122 5016 SH SOLE 0 0 5016 COMCAST CORP NEW CL A 20030N101 1193 40676 SH SOLE 0 0 40676 CISCO SYS INC COM 17275R102 1197 29921 SH SOLE 0 0 29921 LOWES COS INC COM 548661107 1217 6478 SH SOLE 0 0 6478 PFIZER INC COM 717081103 1223 27942 SH SOLE 0 0 27942 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 1256 100479 SH SOLE 0 0 100479 AIR PRODS & CHEMS INC COM 009158106 1261 5420 SH SOLE 0 0 5420 COCA COLA CO COM 191216100 1295 23114 SH SOLE 0 0 23114 MCDONALDS CORP COM 580135101 1323 5736 SH SOLE 0 0 5736 SPDR GOLD TR GOLD SHS 78463V107 1352 8739 SH SOLE 0 0 8739 ISHARES TR S&P 500 GRWT ETF 464287309 1353 23393 SH SOLE 0 0 23393 LOCKHEED MARTIN CORP COM 539830109 1434 3712 SH SOLE 0 0 3712 BRIGHAM MINERALS INC CL A COM 10918L103 1438 58303 SH SOLE 0 0 58303 RAYMOND JAMES FINL INC COM 754730109 1448 14650 SH SOLE 0 0 14650 PROCTER AND GAMBLE CO COM 742718109 1523 12062 SH SOLE 0 0 12062 ISHARES TR RUS 1000 GRW ETF 464287614 1574 7481 SH SOLE 0 0 7481 ADOBE SYSTEMS INCORPORATED COM 00724F101 1577 5732 SH SOLE 0 0 5732 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1630 10360 SH SOLE 0 0 10360 HONEYWELL INTL INC COM 438516106 1646 9856 SH SOLE 0 0 9856 KIMBELL RTY PARTNERS LP UNIT 49435R102 1686 99279 SH SOLE 0 0 99279 ALPHABET INC CAP STK CL C 02079K107 1751 18212 SH SOLE 0 0 18212 SALESFORCE INC COM 79466L302 1797 12494 SH SOLE 0 0 12494 WALMART INC COM 931142103 1801 13885 SH SOLE 0 0 13885 S&P GLOBAL INC COM 78409V104 1831 5998 SH SOLE 0 0 5998 AMERICAN TOWER CORP NEW COM 03027X100 1836 8553 SH SOLE 0 0 8553 EDWARDS LIFESCIENCES CORP COM 28176E108 1872 22657 SH SOLE 0 0 22657 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1898 21006 SH SOLE 0 0 21006 IQVIA HLDGS INC COM 46266C105 1930 10652 SH SOLE 0 0 10652 AMGEN INC COM 031162100 1956 8679 SH SOLE 0 0 8679 LAUDER ESTEE COS INC CL A 518439104 2023 9369 SH SOLE 0 0 9369 INHIBRX INC COM 45720L107 2196 122315 SH SOLE 0 0 122315 BK OF AMERICA CORP COM 060505104 2263 74933 SH SOLE 0 0 74933 LILLY ELI & CO COM 532457108 2333 7215 SH SOLE 0 0 7215 TRANE TECHNOLOGIES PLC SHS G8994E103 2357 16273 SH SOLE 0 0 16273 PEPSICO INC COM 713448108 2382 14588 SH SOLE 0 0 14588 BROADCOM INC COM 11135F101 2506 5644 SH SOLE 0 0 5644 ISHARES TR HDG MSCI EAFE 46434V803 2631 88006 SH SOLE 0 0 88006 DIAGEO PLC SPON ADR NEW 25243Q205 2711 15966 SH SOLE 0 0 15966 EATON CORP PLC SHS G29183103 2788 20906 SH SOLE 0 0 20906 VANGUARD INDEX FDS MID CAP ETF 922908629 2826 15032 SH SOLE 0 0 15032 JOHNSON & JOHNSON COM 478160104 2944 18019 SH SOLE 0 0 18019 CHEVRON CORP NEW COM 166764100 3051 21237 SH SOLE 0 0 21237 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3115 26227 SH SOLE 0 0 26227 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 3152 98458 SH SOLE 0 0 98458 ALLSTATE CORP COM 020002101 3201 25701 SH SOLE 0 0 25701 PIONEER NAT RES CO COM 723787107 3312 15295 SH SOLE 0 0 15295 OREILLY AUTOMOTIVE INC COM 67103H107 3337 4745 SH SOLE 0 0 4745 UNION PAC CORP COM 907818108 3517 18052 SH SOLE 0 0 18052 VISA INC COM CL A 92826C839 3764 21185 SH SOLE 0 0 21185 MARATHON PETE CORP COM 56585A102 3836 38618 SH SOLE 0 0 38618 MERCK & CO INC COM 58933Y105 4103 47643 SH SOLE 0 0 47643 COSTCO WHSL CORP NEW COM 22160K105 4126 8737 SH SOLE 0 0 8737 ALPHABET INC CAP STK CL A 02079K305 4297 44928 SH SOLE 0 0 44928 HOME DEPOT INC COM 437076102 4552 16496 SH SOLE 0 0 16496 JPMORGAN CHASE & CO COM 46625H100 4685 44834 SH SOLE 0 0 44834 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5055 12585 SH SOLE 0 0 12585 DEVON ENERGY CORP NEW COM 25179M103 5159 85802 SH SOLE 0 0 85802 UNITEDHEALTH GROUP INC COM 91324P102 5200 10296 SH SOLE 0 0 10296 AMAZON COM INC COM 023135106 5752 50904 SH SOLE 0 0 50904 PACER FDS TR TRENDP US LAR CP 69374H105 7755 205929 SH SOLE 0 0 205929 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8557 63307 SH SOLE 0 0 63307 SPDR S&P 500 ETF TR TR UNIT 78462F103 9442 26435 SH SOLE 0 0 26435 ISHARES TR MSCI USA MIN VOL 46429B697 11487 173780 SH SOLE 0 0 173780 ISHARES GOLD TR ISHARES NEW 464285204 11969 379606 SH SOLE 0 0 379606 MICROSOFT CORP COM 594918104 13293 57077 SH SOLE 0 0 57077 APPLE INC COM 037833100 16299 117936 SH SOLE 0 0 117936 SPDR SER TR S&P DIVID ETF 78464A763 17692 158669 SH SOLE 0 0 158669 EXXON MOBIL CORP COM 30231G102 26872 307779 SH SOLE 0 0 307779 ISHARES TR CORE S&P500 ETF 464287200 30886 86116 SH SOLE 0 0 86116