Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Meridian Wealth Advisors LLC
  City: Austin
  State: TX
  Zip: 78746
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $532,425,000
  Total Value Change : $75,741,000
  Securities Held Change : -1
   
All Securities Held : 176
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 65
  Unchanged Positions : 66
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SGDM)1 Year Chart         SGDM Sprott Gold Miners 156 New $24.17 $253,000 10,000 0.05% 253,000 10,000 0.12    N/A
   (SHW)1 Year Chart         SHW Sherwin Williams Co 168 New $296.99 $209,000 603 0.04% 209,000 603 0    General Building Mate...
   (AON)1 Year Chart         AON Aon Plc 171 New $295.39 $200,000 600 0.04% 200,000 600 0    Life & Health Insurance

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results