Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, AGG, DFAU, SCHX, DFAX, and represent 53.02% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: EFG (+$22M), IVW (+$16M), EFV (+$9.4M), AGG (+$7.9M), IEMG (+$5.3M), MBB, DFAS, SCHO, VLUE, AVGO.
- Started 10 new stock positions in AMAT, VUG, DFAS, IVW, EFV, Te Connectivity, SCHR, PEG, EFG, PM.
- Reduced shares in these 10 stocks: VERX, SCHX, DFAU, IWM, QUAL, SUB, DFAC, AAPL, MRBK, CBU.
- Sold out of its positions in BOXX, CSCO, CBU, DIS, GS, VGT, VZ, VERX, TEL.
- Meridian Wealth Partners was a net buyer of stock by $46M.
- Meridian Wealth Partners has $643M in assets under management (AUM), dropping by 13.52%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 108 positions in its portfolio as reported in the September 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) | 15.4 | $99M | 2.9M | 34.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 11.6 | $74M | +11% | 735k | 101.27 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 11.3 | $73M | -4% | 1.8M | 39.69 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.5 | $67M | -5% | 994k | 67.85 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.2 | $27M | 1.0M | 27.01 |
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| Ishares Tr National Mun Etf (MUB) | 3.7 | $24M | 220k | 108.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 3.4 | $22M | NEW | 200k | 107.65 |
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| Ishares Tr Mbs Etf (MBB) | 3.3 | $21M | +16% | 224k | 95.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $20M | -6% | 110k | 179.30 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $19M | +2% | 291k | 66.52 |
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| Ishares Tr Core Msci Total (IXUS) | 2.9 | $18M | 253k | 72.63 |
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| Ishares Tr Msci Usa Value (VLUE) | 2.7 | $18M | +6% | 162k | 109.04 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.4 | $16M | NEW | 164k | 95.75 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $14M | +64% | 235k | 57.41 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $11M | +11% | 215k | 48.98 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.5 | $9.4M | NEW | 164k | 57.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $9.3M | -15% | 42k | 220.89 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.4 | $8.8M | -10% | 83k | 106.19 |
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| Apple (AAPL) | 1.3 | $8.3M | -8% | 36k | 233.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $7.6M | -4% | 92k | 83.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $5.2M | -4% | 9.1k | 576.81 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $5.1M | +2% | 100k | 51.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $4.3M | 15k | 283.16 |
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| Microsoft Corporation (MSFT) | 0.5 | $3.2M | -3% | 7.5k | 430.32 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.0M | -6% | 25k | 121.44 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $2.8M | 45k | 63.00 |
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| Home Depot (HD) | 0.4 | $2.5M | 6.3k | 405.22 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.4M | 42k | 56.49 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $2.2M | NEW | 34k | 64.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.9M | 3.6k | 527.67 |
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| Meridian Bank (MRBK) | 0.3 | $1.8M | -30% | 144k | 12.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 21k | 84.53 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.6M | +2% | 25k | 64.74 |
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| Amazon (AMZN) | 0.2 | $1.6M | -4% | 8.3k | 186.33 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | -8% | 2.6k | 572.51 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.5M | +21% | 31k | 47.12 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | -2% | 11k | 125.62 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | 6.8k | 206.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.4M | 5.7k | 237.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | -12% | 8.1k | 165.84 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.3M | -3% | 17k | 75.11 |
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| Abbvie (ABBV) | 0.2 | $993k | 5.0k | 197.49 |
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| S&p Global (SPGI) | 0.1 | $945k | 1.8k | 516.73 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $848k | -29% | 7.2k | 117.22 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $810k | -12% | 3.8k | 210.84 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $757k | 4.2k | 181.99 |
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| Broadcom (AVGO) | 0.1 | $729k | +981% | 4.2k | 172.50 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $703k | 15k | 47.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $683k | -6% | 4.1k | 167.19 |
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| Procter & Gamble Company (PG) | 0.1 | $670k | 3.9k | 173.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $661k | 3.3k | 198.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $622k | 3.8k | 164.08 |
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| S&T Ban (STBA) | 0.1 | $598k | 14k | 41.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $590k | 666.00 | 885.50 |
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| Tesla Motors (TSLA) | 0.1 | $585k | -23% | 2.2k | 261.64 |
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| McDonald's Corporation (MCD) | 0.1 | $565k | 1.9k | 304.51 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $548k | -17% | 15k | 36.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $529k | 2.0k | 263.83 |
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| UnitedHealth (UNH) | 0.1 | $508k | 869.00 | 584.46 |
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| Lowe's Companies (LOW) | 0.1 | $507k | 1.9k | 270.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $506k | -4% | 9.8k | 51.50 |
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| Fulton Financial (FULT) | 0.1 | $500k | 28k | 18.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $499k | +5% | 2.1k | 243.06 |
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| Prologis (PLD) | 0.1 | $494k | -6% | 3.9k | 126.29 |
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| Wal-Mart Stores (WMT) | 0.1 | $488k | -7% | 6.0k | 80.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $435k | -6% | 8.2k | 52.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $435k | -9% | 2.7k | 162.06 |
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| Visa Com Cl A (V) | 0.1 | $425k | -3% | 1.5k | 274.89 |
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| Oracle Corporation (ORCL) | 0.1 | $408k | -12% | 2.4k | 170.40 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $401k | 8.5k | 47.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $392k | 6.6k | 59.02 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $380k | -11% | 769.00 | 493.92 |
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| Abbott Laboratories (ABT) | 0.1 | $378k | 3.3k | 114.02 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $368k | 8.8k | 41.77 |
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| Costco Wholesale Corporation (COST) | 0.1 | $360k | -6% | 406.00 | 886.51 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $359k | 3.1k | 115.30 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $352k | NEW | 7.0k | 50.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $349k | 1.1k | 314.45 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $338k | -4% | 590.00 | 573.54 |
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| Bank of America Corporation (BAC) | 0.1 | $331k | 8.3k | 39.68 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $317k | 513.00 | 618.57 |
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| Pepsi (PEP) | 0.0 | $313k | 1.8k | 170.08 |
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| Chevron Corporation (CVX) | 0.0 | $302k | -16% | 2.1k | 147.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $291k | +10% | 1.7k | 174.57 |
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| Merck & Co (MRK) | 0.0 | $290k | -11% | 2.6k | 113.58 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $280k | 4.5k | 62.20 |
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| Automatic Data Processing (ADP) | 0.0 | $269k | 972.00 | 276.73 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $267k | 2.2k | 121.14 |
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| Coca-Cola Company (KO) | 0.0 | $261k | -5% | 3.6k | 71.85 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $257k | 5.5k | 47.20 |
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| Netflix (NFLX) | 0.0 | $248k | 349.00 | 709.23 |
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| PNC Financial Services (PNC) | 0.0 | $247k | 1.3k | 184.87 |
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| Applied Materials (AMAT) | 0.0 | $230k | NEW | 1.1k | 201.99 |
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| Amgen (AMGN) | 0.0 | $229k | -12% | 710.00 | 322.12 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $227k | NEW | 591.00 | 383.93 |
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| Pfizer (PFE) | 0.0 | $226k | -27% | 7.8k | 28.94 |
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| Linde SHS (LIN) | 0.0 | $225k | -2% | 472.00 | 477.20 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | -7% | 431.00 | 517.78 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $223k | 681.00 | 326.94 |
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| salesforce (CRM) | 0.0 | $217k | -4% | 792.00 | 273.83 |
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| Public Service Enterprise (PEG) | 0.0 | $216k | NEW | 2.4k | 89.22 |
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| Ge Aerospace Com New (GE) | 0.0 | $215k | -40% | 1.1k | 188.52 |
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| Nucor Corporation (NUE) | 0.0 | $208k | 1.4k | 150.34 |
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| Philip Morris International (PM) | 0.0 | $208k | NEW | 1.7k | 121.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $204k | 903.00 | 225.73 |
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| Nextera Energy (NEE) | 0.0 | $203k | -32% | 2.4k | 84.54 |
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| Te Connectivity Ord Shs | 0.0 | $201k | NEW | 1.3k | 150.99 |
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| Boeing Company (BA) | 0.0 | $201k | -9% | 1.3k | 152.00 |
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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 Q3 filed Nov. 8, 2024
- Meridian Wealth Partners 2024 Q2 filed Aug. 12, 2024
- 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