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  Name: Meridian Wealth Advisors LLC
  City: Austin
  State: TX
  Zip: 78746
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $456,684,000
  Total Value Change : $56,506,000
  Securities Held Change : -1
   
All Securities Held : 177
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 58
  Unchanged Positions : 54
  Decreased Positions : 62

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 178 Closed $118.21 $0 0 0% -230,000 -2,223 0    Closed - End Fund - Debt
   (TFFP)1 Year Chart         TFFP Tff Pharmaceuticals, Inc. 184 Closed $0.32 $0 0 0% -4,000 -11,577 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 183 Closed $93.21 $0 0 0% -204,000 -2,259 0    Closed - End Fund - E...
   (PLD)1 Year Chart         PLD ProLogis Inc 182 Closed $107.76 $0 0 0% -254,000 -2,264 0    REIT - Industrial
   (KEYS)1 Year Chart         KEYS Keysight Technologies Inc 181 Closed $150.10 $0 0 0% -1,886,000 -14,253 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 180 Closed $204.97 $0 0 0% -346,000 -1,956 0    Closed - End Fund - E...
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 179 Closed $237.15 $0 0 0% -233,000 -902 0    Medical Instruments &...

      7 Records Found
  1    
Page 1 of 1
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