Meridian Wealth Partners

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

Portfolio Holdings for Meridian Wealth Partners

Companies in the Meridian Wealth Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr sht tm us tres 17.59 571622 +14% 51.73
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 12.90 191797 +14% 113.01
iShares Lehman Aggregate Bond (AGG) 11.87 173002 NEW 115.37
Schwab Strategic Tr us lrg cap etf 9.09 249486 61.25
Ishares Core Intl Stock Etf core 5.11 182681 47.01
Schwab U S Broad Market ETF (SCHB) 4.70 130680 -5% 60.43
Ishares Tr usa min vo 3.99 124179 +7% 54.01
Sch Us Mid-cap Etf etf 3.49 139284 42.16
Ishares Msci Usa Quality Facto invalid 3.24 67294 NEW 81.05
Schwab International Equity ETF (SCHF) 2.83 183794 -37% 25.84
Vanguard Emerging Markets ETF (VWO) 2.69 134844 33.55
iShares Russell 2000 Index (IWM) 1.69 24823 NEW 114.45
Vanguard Total Stock Market ETF (VTI) 1.44 18757 +17% 128.91
Vanguard FTSE All-World ex-US ETF (VEU) 1.18 48251 +103% 41.01
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.12 17646 -26% 106.31
iShares S&P; 500 Index (IVV) 0.97 6288 +328% 258.43
Apple (AAPL) 0.82 5457 +4% 253.86
Wells Fargo & Company (WFC) 0.69 40545 28.71
Lockheed Martin Corporation (LMT) 0.62 3078 338.86
Home Depot (HD) 0.56 4975 187.92
Meridian Bank 0.48 58524 +2% 13.69
iShares S&P; 1500 Index Fund (ISI) 0.47 13769 NEW 57.23
Texas Instruments Incorporated (TXN) 0.39 6524 101.12
Community Bank System (CBU) 0.38 10916 58.81
Schwab Strategic Tr us dividend eq 0.37 13724 -5% 44.96
Abbott Laboratories (ABT) 0.37 7676 80.12
Berkshire Hathaway (BRK.B) 0.36 3343 182.69
Microsoft Corporation (MSFT) 0.36 3867 +3% 157.93
Vanguard Europe Pacific ETF (VEA) 0.36 18248 +11% 33.32
Vanguard Total Bond Market ETF (BND) 0.28 5494 -28% 85.37
Schwab U S Small Cap ETF (SCHA) 0.28 9019 -4% 51.56
Exxon Mobil Corporation (XOM) 0.27 11777 -32% 37.96
SPDR S&P; 500 ETF (SPY) 0.25 1618 +83% 257.73
S&p Global 0.23 1600 245.00
Schwab Strategic Tr us aggregate b 0.23 7159 +21% 54.34
Amazon (AMZN) 0.22 189 +29% 1953.49
Procter & Gamble Company (PG) 0.22 3321 +3% 110.69
Vanguard Small-Cap ETF (VB) 0.21 2990 +400% 115.38
AT&T; (T) 0.20 11646 29.20
Vanguard Short-Term Bond ETF (BSV) 0.18 3614 82.18
Colgate-Palmolive Company (CL) 0.18 4455 66.44
Vanguard Intermediate-Term Bond ETF (BIV) 0.16 3055 +3% 89.36
Pepsi (PEP) 0.16 2204 120.94
Spdr Bloomberg Barclays High Yield Bond Etf etf 0.15 2698 -9% 94.89
Johnson & Johnson (JNJ) 0.15 1906 +6% 131.94
Vanguard S&p 500 Etf idx fd 0.15 1057 +18% 236.52
McDonald's Corporation (MCD) 0.14 1428 +2% 166.67
Alphabet Inc Class A cs 0.14 204 +25% 1156.25
Comcast Corporation (CMCSA) 0.14 6796 34.16
Pfizer (PFE) 0.13 6883 +2% 32.18
Facebook Inc cl a 0.13 1303 -11% 166.33
SPDR Gold Trust (GLD) 0.13 1446 +2% 147.99
Nextera Energy Inc C om 0.12 834 241.01
Fulton Financial (FULT) 0.12 17325 11.49
Intel Corporation (INTC) 0.11 3565 53.72
New Jersey Resources Corporation (NJR) 0.11 5592 33.98
Starbucks Corporation (SBUX) 0.11 2868 +14% 66.18
Tesla Motors (TSLA) 0.11 359 -2% 523.68
Ishares Tr cmn 0.11 6578 -28% 27.97
Altria (MO) 0.11 4705 38.68
Public Service Enterprise (PEG) 0.11 4002 44.98
Vanguard Star Fd Intl Stk Idxf 0.11 4288 -29% 41.98
JPMorgan Chase & Co. (JPM) 0.10 1918 90.13
Boeing Company (BA) 0.10 1124 149.47
Alibaba Group Holding Ltd Spon 0.10 848 +21% 197.37
iShares Russell 1000 Index (IWB) 0.08 1000 142.00
Vanguard Mid-Cap ETF (VO) 0.08 1065 131.46
Verizon Communications (VZ) 0.08 2539 -5% 54.58
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.08 1428 -10% 96.64
Vanguard Dividend Appreciation ETF (VIG) 0.08 1335 103.37
Technology SPDR (XLK) 0.08 1693 +84% 80.33
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf 0.08 4564 -14% 28.48
Walt Disney Company (DIS) 0.07 1278 97.31
United Technologies Corporation (UTX) 0.07 1300 -10% 94.62
International Business Machines (IBM) 0.07 1074 -4% 110.80
Wal-Mart Stores (WMT) 0.07 1021 -19% 115.08
Cisco Systems (CSCO) 0.07 2951 38.71
iShares Russell 3000 Index (IWV) 0.07 765 +90% 149.02
Lowe's Companies (LOW) 0.07 1320 -12% 86.36
General Electric Company (GE) 0.07 14128 7.93
MasterCard Incorporated (MA) 0.07 465 +2% 240.38
Alphabet Inc Class C cs 0.06 93 +20% 1170.73
Service Corporation International (SCI) 0.06 2615 39.01
Health Care SPDR (XLV) 0.06 1145 +28% 88.21
Amgen (AMGN) 0.06 494 +30% 201.75
Seattle Genetics (SGEN) 0.06 850 115.29
Vanguard Malvern Fds strm infproidx 0.06 1966 -29% 48.83
Lakeland Ban (LBAI) 0.06 8776 10.82
Hormel Foods Corporation (HRL) 0.06 2011 -15% 46.74
Visa (V) 0.05 570 +35% 161.40
Vanguard Health Care ETF (VHT) 0.05 535 166.36
3M Company (MMM) 0.05 639 +21% 137.06
Oracle Corporation (ORCL) 0.05 1819 48.14
Energy Select Sector SPDR (XLE) 0.05 2886 +53% 29.11
Vanguard Information Technology ETF (VGT) 0.05 389 213.37
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.05 650 127.69
Vanguard Value ETF (VTV) 0.05 918 +99% 89.32
Ares Capital Corporation (ARCC) 0.05 7584 10.81
Vanguard Mun Bd Fd Inc tax-exempt bd 0.05 1519 +5% 52.67
iShares Lehman MBS Bond Fund (MBB) 0.05 706 -13% 110.48
Thermo Fisher Scientific (TMO) 0.05 274 -3% 284.48
Adobe Systems Incorporated (ADBE) 0.04 232 +38% 318.97
Invesco Senior Loan Etf otr 0.04 3303 -5% 20.59
Rite Aid Corporation Com 0.04 4355 +11% 14.93
Sirius Xm Holdings 0.04 13000 4.92
SPDR Barclays Capital Convertible SecETF (CWB) 0.04 1336 +17% 47.90
iShares S&P; MidCap 400 Index (IJH) 0.04 445 143.82
Coca-Cola Company (KO) 0.04 1392 +11% 44.48
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.04 493 +18% 123.73
Clorox Company (CLX) 0.04 350 174.29
Martin Marietta Materials (MLM) 0.04 316 189.87
Enbridge Inc 0.04 2069 29.00
Sprott Physical Gold Trust (PHYS) 0.04 4500 13.11
Chevron Corporation (CVX) 0.03 800 -22% 72.50
Duke Energy 0.03 718 -10% 80.78
Automatic Data Processing (ADP) 0.03 415 137.35
Market Vectors Etf High Yield Muni Index etf 0.03 1046 52.58
Ishares Tr Ibonds December 2022 Corp Etf 0.03 2170 24.88
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.03 940 -3% 54.26
iShares S&P; SmallCap 600 Index (IJR) 0.03 900 -30% 55.56
Cdw 0.03 532 NEW 93.98
Schwab U S Large Cap Growth ETF (SCHG) 0.03 609 +25% 80.46
Goldman Sachs (GS) 0.03 310 -56% 154.84
CSX Corporation (CSX) 0.03 845 56.80
Vanguard Growth ETF (VUG) 0.03 300 -32% 156.67
Universal Health Realty Income Trust (UHT) 0.03 462 101.73
Bank of America Corporation (BAC) 0.03 2219 +28% 21.18
AES Corporation (AES) 0.03 3273 13.75
Waste Management (WM) 0.03 489 92.02
Essential Utils Inc Com 0.03 1089 NEW 40.40
Ishares Tr ibnd dec21 etf 0.03 1800 24.44
Netflix (NFLX) 0.03 114 NEW 377.19
Tompkins Financial Corporation (TMP) 0.02 579 72.54
Quest Diagnostics Incorporated (DGX) 0.02 506 81.03
Truist Financial Corp equities 0.02 1313 30.46
iShares Dow Jones U.S. Index Fund (IYY) 0.02 310 NEW 125.81
Teladoc 0.02 253 154.15
UnitedHealth (UNH) 0.02 152 +56% 250.00
Cardiovascular Systems (CSII) 0.02 1073 35.41
salesforce (CRM) 0.02 247 NEW 145.75
Vanguard REIT ETF (VNQ) 0.02 517 69.63
Merck & Co (MRK) 0.02 459 +62% 76.25
Wp Carey 0.02 580 +5% 58.62
Costco Wholesale Corporation (COST) 0.02 116 +19% 284.48
Wec Energy Group Inc Com stock 0.02 375 88.00
A. O. Smith Corporation (AOS) 0.02 863 38.24
Xcel Energy (XEL) 0.02 518 59.85
Travelers Companies (TRV) 0.02 300 100.00
Invesco Qqq Trust Series 1 0.02 157 +53% 191.08
SPDR Dow Jones Industrial Average ETF (DIA) 0.02 133 NEW 218.05
Philip Morris International (PM) 0.02 398 +3% 72.86
Metropcs Communications 0.02 350 82.86
Honeywell International (HON) 0.02 207 +16% 135.27
Eli Lilly & Co. (LLY) 0.02 204 +9% 137.25
* America Movil Sab De Cv spon adr l shs 0.02 2256 11.97
Servicenow 0.02 93 NEW 290.32
iShares Silver Trust (SLV) 0.02 2000 13.00
NVIDIA Corporation (NVDA) 0.01 96 +2% 260.42
Kimberly-Clark Corporation (KMB) 0.01 198 +2% 126.26
Sanofi-Aventis SA (SNY) 0.01 583 42.88
Wisdomtree Cboe S&p 500 Putwri 0.01 1066 +8% 22.51
iShares Dow Jones Select Dividend (DVY) 0.01 322 NEW 74.53
Vanguard High Dividend Yield ETF (VYM) 0.01 333 +11% 72.07
Gilead Sciences (GILD) 0.01 319 NEW 75.24
Raytheon Company (RTN) 0.01 180 -3% 133.33
Fortune Brands 0.01 562 42.70
Consolidated Edison (ED) 0.01 293 78.50
Iron Mountain 0.01 942 +29% 23.35
S&p Global Water Index Etf etf 0.01 651 33.79
NIKE (NKE) 0.01 260 +18% 84.62
Paypal Holdings 0.01 234 +27% 94.02
Enterprise Products Partners 0.01 1536 14.32
Ford Motor Company (F) 0.01 4554 4.83
International Paper Company (IP) 0.01 676 31.07
Prologis Inc. 0.01 259 NEW 81.08
Union Pacific Corporation (UNP) 0.01 152 +40% 138.16
Alerian Mlp Etf(amlp) 0.01 6000 NEW 3.50
QUALCOMM (QCOM) 0.01 307 +35% 68.40
National Grid Plc Spon 0.01 360 58.33
Kkr & Co Lp 0.01 869 23.02
Southern Company (SO) 0.01 376 -8% 53.19
Emerson Electric (EMR) 0.01 419 47.73
Fidelity National Information Services (FIS) 0.01 168 NEW 119.05
Danaher Corporation (DHR) 0.01 143 NEW 139.86
Download CSV Download Meridian Wealth Partners, LLC holdings as csv

Past Filings by Meridian Wealth Partners

View past SEC 13F filings by Meridian Wealth Partners

View all filings