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

Companies in the Meridian Wealth Partners portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.1 $91M NEW 3.4M 26.98
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 17.3 $74M 2.5M 30.21
Ishares Tr Core Us Aggbd Et (AGG) 12.8 $55M +5% 474k 115.33
Ishares Tr National Mun Etf (MUB) 8.4 $36M 308k 117.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.7 $24M 233k 103.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.9 $17M 127k 132.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $14M +5% 274k 51.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $14M +6% 132k 104.27
Ishares Tr Core Msci Total (IXUS) 2.6 $11M +14% 154k 73.30
Ishares Tr Shrt Nat Mun Etf (SUB) 2.5 $11M -2% 97k 107.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $9.3M -2% 119k 78.27
Ishares Tr Russell 2000 Etf (IWM) 1.8 $7.5M +2% 33k 229.36
Ishares Tr Msci Usa Value (VLUE) 1.1 $4.9M 46k 105.07
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $4.5M 42k 107.27

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Ishares Esg Awr Msci Em (ESGE) 1.0 $4.5M 99k 45.15
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $4.2M +2% 24k 173.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.9M 18k 222.83
Apple (AAPL) 0.9 $3.7M 27k 136.97
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.6M +7% 8.5k 429.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $2.5M +5% 39k 63.39
Wells Fargo & Company (WFC) 0.4 $1.8M 41k 45.28
Meridian Bank (MRBK) 0.4 $1.8M 68k 26.26
Home Depot (HD) 0.4 $1.5M 4.9k 318.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.4M +38% 18k 75.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.4M 14k 98.78
Texas Instruments Incorporated (TXN) 0.3 $1.3M 6.6k 192.17
Microsoft Corporation (MSFT) 0.3 $1.1M +2% 4.2k 270.72
Lockheed Martin Corporation (LMT) 0.3 $1.1M -2% 3.0k 378.44
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.1M +4% 5.0k 225.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.1M 20k 55.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.0M +47% 19k 54.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $967k +2% 2.5k 393.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $953k 3.4k 278.00
Facebook Cl A (FB) 0.2 $912k +73% 2.6k 347.83
Abbott Laboratories (ABT) 0.2 $851k 7.3k 115.88
Amazon (AMZN) 0.2 $846k +10% 246.00 3439.02
Community Bank System (CBU) 0.2 $823k 11k 75.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $745k +41% 305.00 2442.62
Exxon Mobil Corporation (XOM) 0.2 $737k -3% 12k 63.12
S&p Global (SPGI) 0.2 $670k 1.6k 410.29
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $586k -66% 8.0k 73.59
Tesla Motors (TSLA) 0.1 $535k -5% 787.00 679.80
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $529k 10k 51.48
Comcast Corp Cl A (CMCSA) 0.1 $402k 7.0k 57.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $393k +2% 917.00 428.57
Procter & Gamble Company (PG) 0.1 $383k 2.8k 134.91
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $379k +6% 1.6k 237.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $374k 4.4k 85.90
JPMorgan Chase & Co. (JPM) 0.1 $335k 2.2k 155.52
Colgate-Palmolive Company (CL) 0.1 $330k 4.1k 81.18
Spdr Gold Tr Gold Shs (GLD) 0.1 $312k +30% 1.9k 165.43
At&t (T) 0.1 $310k +10% 11k 28.85
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $307k 2.0k 154.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $306k +19% 3.7k 82.24
Starbucks Corporation (SBUX) 0.1 $303k 2.7k 112.01
Lowe's Companies (LOW) 0.1 $303k 1.6k 193.73
Pfizer (PFE) 0.1 $300k +4% 7.7k 39.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $299k +7% 4.6k 65.58
Boeing Company (BA) 0.1 $299k 1.2k 239.97
Pepsi (PEP) 0.1 $299k -2% 2.0k 148.09
General Electric Company 0.1 $295k 22k 13.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $291k 116.00 2508.62
McDonald's Corporation (MCD) 0.1 $288k -11% 1.2k 230.77
NVIDIA Corporation (NVDA) 0.1 $275k +10% 344.00 799.42
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $275k +20% 3.1k 89.99
Fulton Financial (FULT) 0.1 $273k 17k 15.74
Johnson & Johnson (JNJ) 0.1 $267k +2% 1.6k 165.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $253k +4% 715.00 353.85
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $247k +45% 1.1k 227.23
Ishares Tr Rus 1000 Etf (IWB) 0.1 $230k 950.00 242.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $226k 2.2k 104.20
Walt Disney Company (DIS) 0.1 $225k 1.3k 175.51
New Jersey Resources Corporation (NJR) 0.1 $221k 5.6k 39.52
Public Service Enterprise (PEG) 0.0 $214k 3.6k 59.78
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $212k NEW 4.5k 47.15
Vertex Cl A (VERX) 0.0 $201k +5% 9.2k 21.91
Digital Media Solutions Com Cl A (DMS) 0.0 $114k +4% 12k 9.72
Sundial Growers (SNDL) 0.0 $11k +60% 12k 0.92

Past Filings by Meridian Wealth Partners

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