Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAU, SCHX, AGG, MUB, and represent 57.45% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$11M), VTEB, MBB, AAPL, VLUE, IUSB, IEMG, IWM, XLK, AMZN.
- Started 16 new stock positions in RTX, VTV, NEE, XLK, IWV, LBAI, AMGN, PNC, NFLX, KO. GRAB, CRM, LIN, TEL, HIVE, BAC.
- Reduced shares in these 10 stocks: SCHO (-$7.7M), SUB, SCHB, DFAC, MUB, DFAX, XOM, SH, IXUS, FSMB.
- Sold out of its positions in MO, FSMB, F, SH.
- Meridian Wealth Partners was a net seller of stock by $-3.1M.
- Meridian Wealth Partners has $554M in assets under management (AUM), dropping by 15.37%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 107 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 17.2 | $96M | -3% | 3.0M | 31.95 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 12.5 | $69M | 1.9M | 36.54 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 11.8 | $66M | 1.1M | 62.06 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 10.7 | $59M | +22% | 607k | 97.94 |
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| Ishares Tr National Mun Etf (MUB) | 5.1 | $28M | -6% | 264k | 107.60 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.7 | $26M | -4% | 1.0M | 25.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $19M | 118k | 164.35 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $17M | -21% | 270k | 61.05 |
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| Ishares Tr Mbs Etf (MBB) | 3.0 | $17M | +7% | 178k | 92.42 |
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| Ishares Tr Msci Usa Value (VLUE) | 2.8 | $16M | +5% | 144k | 108.31 |
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| Ishares Tr Core Msci Total (IXUS) | 2.8 | $15M | 227k | 67.86 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.9 | $11M | -31% | 101k | 104.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $10M | +3% | 47k | 210.30 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $8.9M | -46% | 185k | 48.21 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.4 | $7.8M | -2% | 96k | 81.43 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $7.2M | +7% | 140k | 51.60 |
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| Apple (AAPL) | 1.2 | $6.6M | +19% | 38k | 171.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $5.2M | +2% | 9.8k | 525.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $4.2M | -2% | 16k | 259.90 |
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| Vertex Cl A (VERX) | 0.7 | $4.0M | 125k | 31.76 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $3.1M | +130% | 62k | 50.60 |
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| Microsoft Corporation (MSFT) | 0.5 | $3.0M | +2% | 7.2k | 420.73 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.9M | +7% | 50k | 58.65 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.6M | +7% | 2.9k | 903.67 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.4M | 42k | 57.96 |
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| Home Depot (HD) | 0.4 | $2.4M | +3% | 6.3k | 383.62 |
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| Meridian Bank (MRBK) | 0.4 | $2.1M | +12% | 215k | 9.92 |
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| Amazon (AMZN) | 0.3 | $1.8M | +19% | 10k | 180.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.8M | 3.8k | 480.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 22k | 80.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.5M | +4% | 24k | 60.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | +2% | 6.2k | 228.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | +13% | 9.4k | 150.93 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.4M | -4% | 12k | 115.30 |
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| Meta Platforms Cl A (META) | 0.2 | $1.3M | -9% | 2.7k | 485.65 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.3M | -3% | 18k | 72.63 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | -24% | 10k | 116.24 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | +2% | 6.7k | 174.21 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.1M | +184% | 24k | 45.59 |
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| Abbvie (ABBV) | 0.2 | $884k | +4% | 4.9k | 182.11 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $830k | +14% | 4.1k | 200.32 |
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| S&p Global (SPGI) | 0.1 | $771k | 1.8k | 425.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $731k | +35% | 4.0k | 180.49 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $730k | -16% | 4.2k | 175.27 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $691k | -5% | 15k | 46.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $616k | -9% | 3.4k | 182.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $606k | +7% | 4.0k | 152.26 |
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| Procter & Gamble Company (PG) | 0.1 | $604k | 3.7k | 162.25 |
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| Eli Lilly & Co. (LLY) | 0.1 | $562k | +25% | 722.00 | 777.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $548k | 2.2k | 249.86 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $544k | +15% | 17k | 32.23 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $539k | +4% | 11k | 49.24 |
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| Prologis (PLD) | 0.1 | $539k | 4.1k | 130.23 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $537k | 11k | 50.17 |
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| Community Bank System (CBU) | 0.1 | $525k | 11k | 48.03 |
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| McDonald's Corporation (MCD) | 0.1 | $522k | +4% | 1.9k | 282.03 |
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| Tesla Motors (TSLA) | 0.1 | $502k | +43% | 2.9k | 175.79 |
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| Johnson & Johnson (JNJ) | 0.1 | $473k | +11% | 3.0k | 158.17 |
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| Lowe's Companies (LOW) | 0.1 | $468k | 1.8k | 254.71 |
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| Broadcom (AVGO) | 0.1 | $464k | +35% | 350.00 | 1324.39 |
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| S&T Ban (STBA) | 0.1 | $457k | 14k | 32.08 |
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| Fulton Financial (FULT) | 0.1 | $418k | +41% | 26k | 15.89 |
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| Visa Com Cl A (V) | 0.1 | $411k | +5% | 1.5k | 279.02 |
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| Wal-Mart Stores (WMT) | 0.1 | $402k | +251% | 6.7k | 60.17 |
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| UnitedHealth (UNH) | 0.1 | $398k | +17% | 805.00 | 494.50 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $392k | +5% | 814.00 | 481.68 |
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| Pepsi (PEP) | 0.1 | $391k | 2.2k | 175.04 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $387k | 8.5k | 45.61 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $386k | 6.6k | 58.07 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $381k | 8.8k | 43.35 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $379k | 1.8k | 205.72 |
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| Abbott Laboratories (ABT) | 0.1 | $370k | +14% | 3.3k | 113.67 |
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| Walt Disney Company (DIS) | 0.1 | $366k | +13% | 3.0k | 122.34 |
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| Chevron Corporation (CVX) | 0.1 | $355k | +6% | 2.3k | 157.71 |
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| Merck & Co (MRK) | 0.1 | $354k | -5% | 2.7k | 131.94 |
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| General Electric Com New (GE) | 0.1 | $329k | -2% | 1.9k | 175.51 |
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| Boeing Company (BA) | 0.1 | $327k | +27% | 1.7k | 192.95 |
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| Oracle Corporation (ORCL) | 0.1 | $326k | -2% | 2.6k | 125.62 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $320k | 1.1k | 288.08 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $309k | NEW | 1.5k | 208.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $308k | -28% | 590.00 | 522.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $294k | -6% | 3.0k | 96.71 |
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| Bank of America Corporation (BAC) | 0.1 | $292k | NEW | 7.7k | 37.92 |
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| Costco Wholesale Corporation (COST) | 0.1 | $291k | 397.00 | 731.93 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $283k | 487.00 | 581.21 |
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| Nucor Corporation (NUE) | 0.1 | $281k | +2% | 1.4k | 197.85 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $256k | 4.5k | 56.98 |
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| Pfizer (PFE) | 0.0 | $252k | -14% | 9.1k | 27.75 |
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| salesforce (CRM) | 0.0 | $238k | NEW | 789.00 | 301.31 |
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| Automatic Data Processing (ADP) | 0.0 | $234k | +6% | 937.00 | 249.74 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $234k | 5.5k | 42.91 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $228k | 452.00 | 504.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $225k | NEW | 1.4k | 162.86 |
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| Cisco Systems (CSCO) | 0.0 | $221k | +2% | 4.4k | 49.91 |
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| Amgen (AMGN) | 0.0 | $216k | NEW | 760.00 | 284.25 |
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| Linde SHS (LIN) | 0.0 | $213k | NEW | 458.00 | 464.66 |
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| Nextera Energy (NEE) | 0.0 | $211k | NEW | 3.3k | 63.91 |
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| PNC Financial Services (PNC) | 0.0 | $209k | NEW | 1.3k | 161.62 |
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| Starbucks Corporation (SBUX) | 0.0 | $208k | -2% | 2.3k | 91.40 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $208k | NEW | 2.1k | 97.52 |
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| Coca-Cola Company (KO) | 0.0 | $205k | NEW | 3.3k | 61.17 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $205k | NEW | 681.00 | 300.27 |
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| Te Connectivity SHS (TEL) | 0.0 | $203k | NEW | 1.4k | 145.24 |
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| Netflix (NFLX) | 0.0 | $202k | NEW | 333.00 | 607.68 |
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| Lakeland Ban (LBAI) | 0.0 | $141k | NEW | 12k | 12.10 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $49k | NEW | 16k | 3.14 |
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| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $34k | NEW | 10k | 3.37 |
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Past Filings by Meridian Wealth Partners
SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019
- Meridian Wealth Partners 2024 Q1 filed May 10, 2024
- Meridian Wealth Partners 2023 Q3 filed Nov. 3, 2023
- Meridian Wealth Partners 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Partners 2023 Q1 filed May 4, 2023
- Meridian Wealth Partners 2022 Q4 filed Feb. 14, 2023
- Meridian Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Meridian Wealth Partners 2022 Q2 filed Aug. 15, 2022
- Meridian Wealth Partners 2022 Q1 filed May 13, 2022
- Meridian Wealth Partners 2021 Q4 filed Feb. 15, 2022
- Meridian Wealth Partners 2021 Q3 filed Nov. 12, 2021
- Meridian Wealth Partners 2021 Q3 restated filed Nov. 12, 2021
- Meridian Wealth Partners 2021 Q2 filed Aug. 12, 2021
- Meridian Wealth Partners 2021 Q1 filed May 17, 2021
- Meridian Wealth Partners 2020 Q4 filed Feb. 16, 2021
- Meridian Wealth Partners 2020 Q3 filed Nov. 12, 2020
- Meridian Wealth Partners 2020 Q2 filed Aug. 12, 2020