Meridian Wealth Partners

Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 86 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.4 $80M 3.3M 24.28
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.3 $49M +3% 1.8M 27.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.2 $49M +2% 1.1M 45.15
Ishares Tr Core Us Aggbd Et (AGG) 9.3 $40M +2% 413k 96.99
Ishares Tr National Mun Etf (MUB) 7.2 $31M 295k 105.52
Dimensional Etf Trust World Ex Us Core (DFAX) 5.6 $24M +2% 1.1M 21.60
Ishares Tr Shrt Nat Mun Etf (SUB) 3.9 $17M 160k 104.27
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $15M +2% 131k 113.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $14M 297k 48.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $14M +4% 306k 44.81
Ishares Tr Core Msci Total (IXUS) 2.8 $12M 207k 57.88
Ishares Tr Msci Usa Value (VLUE) 2.6 $11M +10% 121k 91.14
Ishares Tr Us Treas Bd Etf (GOVT) 2.0 $8.7M +2% 382k 22.72
Ishares Tr Russell 2000 Etf (IWM) 1.6 $7.0M +3% 40k 174.36

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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $6.7M 103k 65.61
Apple (AAPL) 0.9 $3.9M +2% 30k 129.93
Ishares Tr Tips Bd Etf (TIP) 0.8 $3.5M 33k 106.44
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.5M +4% 9.2k 384.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.3M 17k 191.19
Meridian Bank (MRBK) 0.6 $2.6M 85k 30.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.2M +3% 44k 50.14
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.5 $2.0M +7% 72k 28.19
Home Depot (HD) 0.4 $1.9M 6.0k 315.86
Wells Fargo & Company (WFC) 0.4 $1.7M 42k 41.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.6M 21k 75.54
Exxon Mobil Corporation (XOM) 0.3 $1.5M +2% 14k 110.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M 27k 49.49
Microsoft Corporation (MSFT) 0.3 $1.3M 5.4k 239.82
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.1M 13k 84.80
Texas Instruments Incorporated (TXN) 0.2 $1.1M 6.5k 165.22
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.0M +3% 5.7k 183.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $988k 22k 45.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $908k +5% 2.6k 351.34
Key (KEY) 0.2 $793k 46k 17.42
Abbvie (ABBV) 0.2 $720k +4% 4.5k 161.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $693k +8% 7.9k 88.23
Community Bank System (CBU) 0.2 $686k 11k 63.00
Procter & Gamble Company (PG) 0.2 $668k -2% 4.4k 151.56
Amazon (AMZN) 0.1 $639k +22% 7.6k 84.00
S&p Global (SPGI) 0.1 $565k 1.7k 334.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $517k 3.4k 151.84
Pfizer (PFE) 0.1 $516k +11% 10k 51.24
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $515k -18% 10k 49.82
S&T Ban (STBA) 0.1 $490k 14k 34.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $470k +8% 11k 41.97
Prologis (PLD) 0.1 $445k -9% 4.0k 112.73
Johnson & Johnson (JNJ) 0.1 $435k +8% 2.5k 176.65
McDonald's Corporation (MCD) 0.1 $427k 1.6k 263.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $417k NEW 10k 40.51
JPMorgan Chase & Co. (JPM) 0.1 $414k 3.1k 134.10
Pepsi (PEP) 0.1 $413k +3% 2.3k 180.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $362k -2% 947.00 382.53
Meta Platforms Cl A (META) 0.1 $362k +4% 3.0k 120.34
Proshares Tr Short S&p 500 Ne (SH) 0.1 $354k 22k 16.03
Lowe's Companies (LOW) 0.1 $336k 1.7k 199.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $336k -7% 1.6k 203.81
Chevron Corporation (CVX) 0.1 $327k +7% 1.8k 179.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $326k +9% 3.7k 88.73
Duke Energy Corp Com New (DUK) 0.1 $323k 3.1k 102.99
Abbott Laboratories (ABT) 0.1 $321k -49% 2.9k 109.79
Ishares Tr Core Total Usd (IUSB) 0.1 $315k NEW 7.0k 44.93
Spdr Gold Tr Gold Shs (GLD) 0.1 $313k 1.8k 169.64
Tesla Motors (TSLA) 0.1 $296k 2.4k 123.18
Fulton Financial (FULT) 0.1 $292k 17k 16.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $291k +3% 5.6k 51.72
New Jersey Resources Corporation (NJR) 0.1 $287k +2% 5.8k 49.61
Essential Utils (WTRG) 0.1 $282k -10% 5.9k 47.73
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $282k 14k 19.74
Comcast Corp Cl A (CMCSA) 0.1 $278k +2% 7.9k 34.97
Raytheon Technologies Corp (RTX) 0.1 $268k +5% 2.7k 100.92
Ishares Esg Awr Msci Em (ESGE) 0.1 $256k -12% 8.5k 30.07
Boeing Company (BA) 0.1 $248k NEW 1.3k 190.49
UnitedHealth (UNH) 0.1 $247k +12% 466.00 530.18
Thermo Fisher Scientific (TMO) 0.1 $246k NEW 447.00 550.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $243k -6% 3.4k 71.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $242k -8% 907.00 266.33
Ishares Tr Rus 1000 Etf (IWB) 0.1 $237k 1.1k 210.56
Wal-Mart Stores (WMT) 0.1 $235k -11% 1.7k 141.79
Nextera Energy (NEE) 0.1 $230k +2% 2.7k 83.60
South Jersey Industries (SJI) 0.1 $227k 6.4k 35.53
Visa Com Cl A (V) 0.1 $225k NEW 1.1k 207.76
PNC Financial Services (PNC) 0.1 $222k -7% 1.4k 157.94
Starbucks Corporation (SBUX) 0.1 $221k -21% 2.2k 99.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $218k -8% 2.9k 75.28
Bank of America Corporation (BAC) 0.0 $211k NEW 6.4k 33.12
Oracle Corporation (ORCL) 0.0 $207k NEW 2.5k 81.74

Past Filings by Meridian Wealth Partners

SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019