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 57.34% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAU, VLUE, SCHX, AGG, SCHB, DFAX, SCHA, QUAL, IUSB, BA.
- Started 7 new stock positions in BA, SCHA, BAC, TMO, IUSB, V, ORCL.
- Reduced shares in these 10 stocks: ABT, DIS, BIV, , , SUB, IGSB, DFAC, SBUX, TIP.
- Sold out of its positions in T, DMS, DIS, PML, BIV.
- Meridian Wealth Partners was a net buyer of stock by $8.0M.
- Meridian Wealth Partners has $432M in assets under management (AUM), dropping by 8.25%.
- Central Index Key (CIK): 0001781942
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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
- 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
- Meridian Wealth Partners 2020 Q1 filed May 15, 2020
- Meridian Wealth Partners 2019 Q4 filed Feb. 14, 2020