Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAU, AGG, SCHX, DFAX, and represent 57.03% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTEB (+$28M), SCHX (+$18M), SCHO (+$14M), SCHB (+$7.1M), COMT, IUSB, DFAU, IXUS, KEY, VLUE.
- Started 5 new stock positions in COMT, SJI, PML, SHY, IUSB.
- Reduced shares in these 10 stocks: MUB (-$26M), SUB (-$13M), EFG (-$8.4M), NUGT, SCHM, CL, NVDA, XOM, DIS, BABA.
- Sold out of its positions in AAON, ABB, ACCO, AFL, AGCO, AFCG, AGNC, AES, AMLP, AMCX.
- Meridian Wealth Partners was a net buyer of stock by $12M.
- Meridian Wealth Partners has $475M in assets under management (AUM), dropping by -1.28%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Companies in the Meridian Wealth Partners portfolio as of the March 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) | 19.4 | $92M | 3.3M | 27.58 | ||
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 16.7 | $80M | +2% | 2.5M | 31.52 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 8.5 | $41M | 378k | 107.10 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 6.3 | $30M | +141% | 560k | 53.85 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 6.1 | $29M | 1.2M | 24.95 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 6.0 | $29M | +2683% | 553k | 51.55 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.9 | $28M | +98% | 563k | 49.54 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.6 | $17M | 127k | 134.63 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $14M | +99% | 269k | 53.39 | |
| Ishares Tr Core Msci Total (IXUS) | 2.6 | $13M | +16% | 187k | 66.58 | |
| Ishares Tr Msci Usa Value (VLUE) | 2.1 | $10M | +10% | 97k | 104.57 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $8.6M | -3% | 114k | 75.85 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.7 | $7.9M | +8% | 63k | 124.58 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $7.5M | +10% | 37k | 205.26 | |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $5.9M | +7% | 115k | 51.72 | |
| Apple (AAPL) | 1.1 | $5.2M | +13% | 30k | 174.59 | |
| Ishares Tr National Mun Etf (MUB) | 1.0 | $4.5M | -85% | 42k | 109.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $4.0M | +2% | 8.7k | 453.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.9M | 17k | 227.68 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $2.9M | -81% | 28k | 104.59 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.6 | $2.6M | NEW | 66k | 40.05 | |
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $2.4M | NEW | 48k | 49.64 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.4M | +5% | 41k | 57.59 | |
| Meridian Bank (MRBK) | 0.5 | $2.2M | 70k | 32.09 | ||
| Wells Fargo & Company (WFC) | 0.4 | $2.0M | 41k | 48.45 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.6M | 21k | 78.90 | ||
| Home Depot (HD) | 0.3 | $1.6M | +10% | 5.4k | 299.35 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.4M | +24% | 4.6k | 308.52 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.4M | 14k | 100.97 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | +5% | 5.4k | 212.48 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | -5% | 6.2k | 183.51 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.1M | +5% | 22k | 50.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | -11% | 3.1k | 353.25 | |
| Amazon (AMZN) | 0.2 | $1.0M | +23% | 311.00 | 3261.54 | |
| Key (KEY) | 0.2 | $1.0M | +11761% | 45k | 22.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $987k | -2% | 2.4k | 415.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $937k | +8% | 337.00 | 2780.00 | |
| Abbott Laboratories (ABT) | 0.2 | $908k | +3% | 7.7k | 118.37 | |
| Tesla Motors (TSLA) | 0.2 | $866k | 804.00 | 1077.27 | ||
| Community Bank System (CBU) | 0.2 | $763k | 11k | 70.11 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $709k | -25% | 8.6k | 82.66 | |
| S&p Global (SPGI) | 0.1 | $660k | 1.6k | 410.45 | ||
| Prologis (PLD) | 0.1 | $652k | +780% | 4.0k | 161.67 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $643k | NEW | 7.7k | 83.35 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $595k | +19% | 12k | 48.03 | |
| Abbvie (ABBV) | 0.1 | $578k | +434% | 3.6k | 162.22 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $553k | +71% | 3.4k | 162.36 | |
| Procter & Gamble Company (PG) | 0.1 | $547k | +24% | 3.6k | 152.84 | |
| Meta Platforms Cl A (FB) | 0.1 | $449k | -26% | 2.0k | 222.28 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $446k | 987.00 | 451.87 | ||
| S&T Ban (STBA) | 0.1 | $422k | +24079% | 14k | 29.58 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $372k | +4% | 4.7k | 79.54 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $370k | 1.6k | 237.94 | ||
| Pfizer (PFE) | 0.1 | $370k | 7.1k | 51.94 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $344k | 1.9k | 180.67 | ||
| Essential Utils (WTRG) | 0.1 | $334k | +289% | 6.5k | 51.08 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $329k | +63% | 8.9k | 36.77 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $326k | +22% | 5.5k | 59.78 | |
| McDonald's Corporation (MCD) | 0.1 | $309k | -13% | 1.3k | 247.20 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $305k | +953% | 2.7k | 111.31 | |
| Fulton Financial (FULT) | 0.1 | $288k | 17k | 16.62 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $287k | -13% | 6.1k | 46.81 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $275k | -2% | 3.5k | 77.93 | |
| Lowe's Companies (LOW) | 0.1 | $275k | -14% | 1.4k | 202.65 | |
| Pepsi (PEP) | 0.1 | $262k | -20% | 1.6k | 167.31 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $256k | 5.6k | 45.78 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $256k | 3.1k | 81.87 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $254k | -2% | 700.00 | 362.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $249k | -26% | 89.00 | 2797.75 | |
| At&t (T) | 0.1 | $248k | +4% | 11k | 23.65 | |
| PNC Financial Services (PNC) | 0.1 | $245k | +402% | 1.3k | 183.93 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $238k | 950.00 | 250.53 | ||
| Pimco Municipal Income Fund II (PML) | 0.0 | $230k | NEW | 20k | 11.50 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $220k | 4.5k | 48.93 | ||
| South Jersey Industries (SJI) | 0.0 | $220k | NEW | 6.4k | 34.51 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $214k | -28% | 1.6k | 135.79 | |
| Truist Financial Corp equities (TFC) | 0.0 | $213k | +166% | 3.8k | 56.56 | |
| Boeing Company (BA) | 0.0 | $213k | -11% | 1.1k | 192.24 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $212k | +104% | 4.5k | 47.37 | |
| General Electric Com New (GE) | 0.0 | $208k | 2.3k | 91.67 | ||
| Johnson & Johnson (JNJ) | 0.0 | $206k | -29% | 1.2k | 176.98 | |
| Starbucks Corporation (SBUX) | 0.0 | $204k | -18% | 2.2k | 91.32 | |
| Digital Media Solutions Com Cl A (DMS) | 0.0 | $61k | +42% | 17k | 3.65 | |
| Sundial Growers (SNDL) | 0.0 | $10k | 14k | 0.71 | ||
Past Filings by Meridian Wealth Partners
SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019
- Meridian Wealth Partners 2022 Q1 filed May 13, 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