0001793904-20-000001.txt : 20200212
0001793904-20-000001.hdr.sgml : 20200212
20200212094639
ACCESSION NUMBER: 0001793904-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200212
DATE AS OF CHANGE: 20200212
EFFECTIVENESS DATE: 20200212
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: 20600721
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
12-31-2019
12-31-2019
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
(512) 717-5580
Joshua Galatzan
Austin
TX
02-12-2020
0
169
253839
false
INFORMATION TABLE
2
13FMeridian20191231.xml
3M CO
COM
88579Y101
516
2926
SH
SOLE
0
0
2926
ABBOTT LABS
COM
002824100
634
7300
SH
SOLE
0
0
7300
ABRAXAS PETE CORP
COM
003830106
11
30000
SH
SOLE
0
0
30000
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
856
4064
SH
SOLE
0
0
4064
ADOBE INC
COM
00724F101
1017
3085
SH
SOLE
0
0
3085
ADVANCED MICRO DEVICES INC
COM
007903107
229
5000
SH
SOLE
0
0
5000
AIR PRODS & CHEMS INC
COM
009158106
773
3289
SH
SOLE
0
0
3289
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
226
1065
SH
SOLE
0
0
1065
ALLSTATE CORP
COM
020002101
885
7871
SH
SOLE
0
0
7871
ALPHABET INC
CAP STK CL C
02079K107
888
664
SH
SOLE
0
0
664
ALPHABET INC
CAP STK CL A
02079K305
2819
2105
SH
SOLE
0
0
2105
AMAZON COM INC
COM
023135106
2788
1509
SH
SOLE
0
0
1509
AMERICAN CAMPUS CMNTYS INC
COM
024835100
877
18653
SH
SOLE
0
0
18653
AMERICAN EXPRESS CO
COM
025816109
300
2411
SH
SOLE
0
0
2411
AMERICAN TOWER CORP NEW
COM
03027X100
580
2524
SH
SOLE
0
0
2524
AMERIPRISE FINL INC
COM
03076C106
333
1997
SH
SOLE
0
0
1997
AMGEN INC
COM
031162100
2072
8597
SH
SOLE
0
0
8597
APPLE INC
COM
037833100
11145
37954
SH
SOLE
0
0
37954
ARCHROCK INC
COM
03957W106
239
23800
SH
SOLE
0
0
23800
AT&T INC
COM
00206R102
563
14394
SH
SOLE
0
0
14394
AUTOMATIC DATA PROCESSING IN
COM
053015103
488
2864
SH
SOLE
0
0
2864
BECTON DICKINSON & CO
COM
075887109
959
3525
SH
SOLE
0
0
3525
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2475
10927
SH
SOLE
0
0
10927
BGC PARTNERS INC
CL A
05541T101
95
16000
SH
SOLE
0
0
16000
BLACKROCK INC
COM
09247X101
556
1107
SH
SOLE
0
0
1107
BLACKSTONE GROUP INC
COM CL A
09260D107
545
9735
SH
SOLE
0
0
9735
BOEING CO
COM
097023105
616
1890
SH
SOLE
0
0
1890
BOOKING HLDGS INC
COM
09857L108
331
161
SH
SOLE
0
0
161
BRIGHAM MINERALS INC
CL A COM
10918L103
488
22750
SH
SOLE
0
0
22750
BRISTOL MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
1
370
SH
SOLE
0
0
370
BRISTOL MYERS SQUIBB CO
COM
110122108
199
3105
SH
SOLE
0
0
3105
BROADCOM INC
COM
11135F101
860
2720
SH
SOLE
0
0
2720
CALAMOS STRATEGIC TOTL RETN
COM SH BEN INT
128125101
1019
74900
SH
SOLE
0
0
74900
CHESAPEAKE ENERGY CORP
COM
165167107
10
12580
SH
SOLE
0
0
12580
CHEVRON CORP NEW
COM
166764100
6589
54673
SH
SOLE
0
0
54673
CHUBB LIMITED
COM
H1467J104
857
5504
SH
SOLE
0
0
5504
CISCO SYS INC
COM
17275R102
1283
26761
SH
SOLE
0
0
26761
CME GROUP INC
COM
12572Q105
472
2352
SH
SOLE
0
0
2352
COCA COLA CO
COM
191216100
796
14386
SH
SOLE
0
0
14386
COMCAST CORP NEW
CL A
20030N101
1431
31829
SH
SOLE
0
0
31829
COSTCO WHSL CORP NEW
COM
22160K105
1155
3931
SH
SOLE
0
0
3931
CROWN CASTLE INTL CORP NEW
COM
22822V101
174
1221
SH
SOLE
0
0
1221
CVS HEALTH CORP
COM
126650100
339
4558
SH
SOLE
0
0
4558
DANAHER CORPORATION
COM
235851102
569
3710
SH
SOLE
0
0
3710
DIAGEO P L C
SPON ADR NEW
25243Q205
759
4506
SH
SOLE
0
0
4506
DISNEY WALT CO
COM DISNEY
254687106
1192
8244
SH
SOLE
0
0
8244
EATON CORP PLC
SHS
G29183103
979
10336
SH
SOLE
0
0
10336
EATON VANCE ENHANCED EQ INC
COM
278274105
159
10000
SH
SOLE
0
0
10000
EATON VANCE TAX MNGD GBL DV
COM
27829F108
154
17500
SH
SOLE
0
0
17500
ENTERPRISE PRODS PARTNERS L
COM
293792107
1221
43374
SH
SOLE
0
0
43374
EQUINIX INC
COM
29444U700
218
373
SH
SOLE
0
0
373
EXXON MOBIL CORP
COM
30231G102
25613
367049
SH
SOLE
0
0
367049
FACEBOOK INC
CL A
30303M102
1232
6003
SH
SOLE
0
0
6003
FIRST TR LRG CP GRWTH ALPHAD
COM SHS
33735K108
434
5950
SH
SOLE
0
0
5950
GENERAL ELECTRIC CO
COM
369604103
111
9915
SH
SOLE
0
0
9915
HOME DEPOT INC
COM
437076102
2623
12011
SH
SOLE
0
0
12011
HONEYWELL INTL INC
COM
438516106
1104
6238
SH
SOLE
0
0
6238
ILLINOIS TOOL WKS INC
COM
452308109
350
1948
SH
SOLE
0
0
1948
INGERSOLL-RAND PLC
SHS
G47791101
847
6375
SH
SOLE
0
0
6375
INTEL CORP
COM
458140100
722
12057
SH
SOLE
0
0
12057
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
975
10530
SH
SOLE
0
0
10530
INTERNATIONAL BUSINESS MACHS
COM
459200101
398
2968
SH
SOLE
0
0
2968
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
355
14500
SH
SOLE
0
0
14500
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
360
14500
SH
SOLE
0
0
14500
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
202
1747
SH
SOLE
0
0
1747
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
231
5250
SH
SOLE
0
0
5250
INVESCO EXCHNG TRADED FD TR
S&P MIDCP LOW
46138E198
3780
70241
SH
SOLE
0
0
70241
INVESCO LTD
SHS
G491BT108
285
15875
SH
SOLE
0
0
15875
IQVIA HLDGS INC
COM
46266C105
640
4139
SH
SOLE
0
0
4139
ISHARES GOLD TRUST
ISHARES
464285105
6205
427923
SH
SOLE
0
0
427923
ISHARES TR
U.S. MED DVC ETF
464288810
222
841
SH
SOLE
0
0
841
ISHARES TR
CORE MSCI EAFE
46432F842
236
3611
SH
SOLE
0
0
3611
ISHARES TR
NASDAQ BIOTECH
464287556
283
2345
SH
SOLE
0
0
2345
ISHARES TR
GL CLEAN ENE ETF
464288224
331
28143
SH
SOLE
0
0
28143
ISHARES TR
RUS 1000 VAL ETF
464287598
371
2716
SH
SOLE
0
0
2716
ISHARES TR
CORE S&P SCP ETF
464287804
389
4645
SH
SOLE
0
0
4645
ISHARES TR
CORE S&P US GWT
464287671
395
5835
SH
SOLE
0
0
5835
ISHARES TR
RUS 1000 ETF
464287622
454
2542
SH
SOLE
0
0
2542
ISHARES TR
RUS 1000 GRW ETF
464287614
686
3899
SH
SOLE
0
0
3899
ISHARES TR
U.S. TECH ETF
464287721
735
3160
SH
SOLE
0
0
3160
ISHARES TR
S&P 500 GRWT ETF
464287309
1144
5909
SH
SOLE
0
0
5909
ISHARES TR
HDG MSCI EAFE
46434V803
3528
115617
SH
SOLE
0
0
115617
ISHARES TR
USA MOMENTUM FCT
46432F396
4368
34787
SH
SOLE
0
0
34787
ISHARES TR
RUSSELL 2000 ETF
464287655
4414
26642
SH
SOLE
0
0
26642
ISHARES TR
20 YR TR BD ETF
464287432
4533
33460
SH
SOLE
0
0
33460
ISHARES TR
MIN VOL EAFE ETF
46429B689
5979
80211
SH
SOLE
0
0
80211
ISHARES TR
CORE S&P500 ETF
464287200
7040
21780
SH
SOLE
0
0
21780
ISHARES TR
MSCI MIN VOL ETF
46429B697
9946
151612
SH
SOLE
0
0
151612
JOHNSON & JOHNSON
COM
478160104
1554
10655
SH
SOLE
0
0
10655
JPMORGAN CHASE & CO
COM
46625H100
3093
22185
SH
SOLE
0
0
22185
KANSAS CITY SOUTHERN
COM NEW
485170302
527
3441
SH
SOLE
0
0
3441
KIMBELL RTY PARTNERS LP
UNIT
49435R102
205
12066
SH
SOLE
0
0
12066
KIMBERLY CLARK CORP
COM
494368103
318
2313
SH
SOLE
0
0
2313
L3HARRIS TECHNOLOGIES INC
COM
502431109
540
2729
SH
SOLE
0
0
2729
LAUDER ESTEE COS INC
CL A
518439104
1237
5989
SH
SOLE
0
0
5989
LILLY ELI & CO
COM
532457108
343
2608
SH
SOLE
0
0
2608
LOCKHEED MARTIN CORP
COM
539830109
878
2256
SH
SOLE
0
0
2256
LOWES COS INC
COM
548661107
546
4559
SH
SOLE
0
0
4559
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
351
5588
SH
SOLE
0
0
5588
MARATHON PETE CORP
COM
56585A102
643
10671
SH
SOLE
0
0
10671
MARSH & MCLENNAN COS INC
COM
571748102
201
1803
SH
SOLE
0
0
1803
MASTERCARD INC
CL A
57636Q104
108
362
SH
SOLE
0
0
362
MCDONALDS CORP
COM
580135101
763
3862
SH
SOLE
0
0
3862
MEDTRONIC PLC
SHS
G5960L103
1409
12420
SH
SOLE
0
0
12420
MERCK & CO INC
COM
58933Y105
1776
19530
SH
SOLE
0
0
19530
MICROSOFT CORP
COM
594918104
8049
51039
SH
SOLE
0
0
51039
MONDELEZ INTL INC
CL A
609207105
507
9206
SH
SOLE
0
0
9206
MOTOROLA SOLUTIONS INC
COM NEW
620076307
911
5654
SH
SOLE
0
0
5654
NEXTERA ENERGY INC
COM
65339F101
215
889
SH
SOLE
0
0
889
NIKE INC
CL B
654106103
493
4862
SH
SOLE
0
0
4862
NORTHERN OIL & GAS INC NEV
COM
665531109
23
10000
SH
SOLE
0
0
10000
NOVARTIS A G
SPONSORED ADR
66987V109
227
2399
SH
SOLE
0
0
2399
NVIDIA CORP
COM
67066G104
235
996
SH
SOLE
0
0
986
NXP SEMICONDUCTORS N V
COM
N6596X109
210
1654
SH
SOLE
0
0
1654
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
877
2000
SH
SOLE
0
0
2000
PACER FDS TR
TRENDP US MID CP
69374H204
2773
90239
SH
SOLE
0
0
90239
PACER FDS TR
TRENDP US LAR CP
69374H105
27235
813958
SH
SOLE
0
0
813958
PARKER HANNIFIN CORP
COM
701094104
348
1691
SH
SOLE
0
0
1691
PEPSICO INC
COM
713448108
670
4904
SH
SOLE
0
0
4904
PFIZER INC
COM
717081103
1045
26661
SH
SOLE
0
0
26661
PHILLIPS 66
COM
718546104
247
2221
SH
SOLE
0
0
2221
PIONEER NAT RES CO
COM
723787107
355
2348
SH
SOLE
0
0
2348
PROCTER & GAMBLE CO
COM
742718109
705
5643
SH
SOLE
0
0
5643
RAYMOND JAMES FINANCIAL INC
COM
754730109
1007
11254
SH
SOLE
0
0
11254
RAYTHEON CO
COM NEW
755111507
285
1295
SH
SOLE
0
0
1295
REPUBLIC SVCS INC
COM
760759100
600
6692
SH
SOLE
0
0
6692
RIBBON COMMUNICATIONS INC
COM
762544104
279
89866
SH
SOLE
0
0
89866
ROCKWELL AUTOMATION INC
COM
773903109
371
1830
SH
SOLE
0
0
1830
SALESFORCE COM INC
COM
79466L302
1101
6771
SH
SOLE
0
0
6771
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
202
3491
SH
SOLE
0
0
3491
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
259
4120
SH
SOLE
0
0
4120
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
352
2810
SH
SOLE
0
0
2810
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
365
4475
SH
SOLE
0
0
4475
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
419
13605
SH
SOLE
0
0
13605
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
528
5185
SH
SOLE
0
0
5185
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2604
28406
SH
SOLE
0
0
28406
SM ENERGY CO
COM
78454L100
251
22327
SH
SOLE
0
0
22327
SPDR GOLD TRUST
GOLD SHS
78463V107
390
2732
SH
SOLE
0
0
2732
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10257
31869
SH
SOLE
0
0
31869
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
3440
9165
SH
SOLE
0
0
9165
SPDR SERIES TRUST
S&P DIVID ETF
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1786
16607
SH
SOLE
0
0
16607
SYNCHRONY FINL
COM
87165B103
207
5759
SH
SOLE
0
0
5759
SYSCO CORP
COM
871829107
669
7816
SH
SOLE
0
0
7816
TEXAS INSTRS INC
COM
882508104
429
3345
SH
SOLE
0
0
3345
THERMO FISHER SCIENTIFIC INC
COM
883556102
509
1566
SH
SOLE
0
0
1566
TJX COS INC NEW
COM
872540109
464
7606
SH
SOLE
0
0
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TOTAL S A
SPONSORED ADS
89151E109
180
3263
SH
SOLE
0
0
3263
TRUIST FINL CORP
COM
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SH
SOLE
0
0
14998
UNILEVER N V
N Y SHS NEW
904784709
355
6171
SH
SOLE
0
0
6171
UNION PACIFIC CORP
COM
907818108
1746
9659
SH
SOLE
0
0
9659
UNITED PARCEL SERVICE INC
CL B
911312106
348
2976
SH
SOLE
0
0
2976
UNITED TECHNOLOGIES CORP
COM
913017109
480
3206
SH
SOLE
0
0
3206
UNITEDHEALTH GROUP INC
COM
91324P102
2424
8247
SH
SOLE
0
0
8247
V F CORP
COM
918204108
222
2224
SH
SOLE
0
0
2224
VANGUARD GROUP
DIV APP ETF
921908844
5527
44337
SH
SOLE
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0
44337
VANGUARD INDEX FDS
S&P 500 ETF SHS
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121
408
SH
SOLE
0
0
408
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
322
1970
SH
SOLE
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1970
VANGUARD INDEX FDS
MID CAP ETF
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652
3659
SH
SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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253
5684
SH
SOLE
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5684
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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18455
SH
SOLE
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VANGUARD WORLD FD
MEGA CAP INDEX
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SOLE
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2488
VANGUARD WORLD FDS
INF TECH ETF
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890
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SOLE
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0
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VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
654
3410
SH
SOLE
0
0
3410
VERIZON COMMUNICATIONS INC
COM
92343V104
1374
22379
SH
SOLE
0
0
22379
VIPER ENERGY PARTNERS LP
COM UNT RP INT
92763M105
610
24750
SH
SOLE
0
0
24750
VISA INC
COM CL A
92826C839
2295
12213
SH
SOLE
0
0
12213
WALMART INC
COM
931142103
1215
10227
SH
SOLE
0
0
10227
ZION OIL & GAS INC
COM
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1
4000
SH
SOLE
0
0
4000
ZOETIS INC
CL A
98978V103
254
1917
SH
SOLE
0
0
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