StockDriftsStockDriftsTop 50 Meridian Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.55% | 122.2K | $79.8M | +3.66%(+4.32K) | $401.53(+86.40%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 7.23% | 322.2K | $54.7M | +2.65%(+8.31K) | $85.43(+60.47%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 6.82% | 585.0K | $51.6M | +2.51%(+14.30K) | $41.61(+86.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.14% | 93.5K | $23.7M | -1.65%(-1.57K) | $91.67(+236.67%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.98% | 78.6K | $22.6M | +27.53%(+16.96K) | $64.62(+24.60%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.9% | 236.8K | $22.0M | +19.80%(+39.14K) | $75.53(+29.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.8% | 57.1K | $21.1M | +3.78%(+2.08K) | $183.26(+113.08%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.7% | 31.4K | $20.4M | +0.91%(+284) | $348.08(+113.97%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.12% | 26.8K | $16.0M | -10.64%(-3.19K) | $593.83(+15.33%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.03% | 52.1K | $15.3M | -5.55%(-3.06K) | $137.37(+143.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.58% |
| Top 20 Holdings Unweighted | +17.19% | +60.95% |
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