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 55.66% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG, VERX, MBB, VXUS, DFAU, SCHO, SCHB, VOO, NVDA, IEMG.
- Started 7 new stock positions in ADP, IUSB, DIS, VERX, AMD, VMBS, VGSH.
- Reduced shares in these 10 stocks: DFAC, MUB, VYM, SUB, KEY, DFAX, RTX, TSLA, , WTRG.
- Sold out of its positions in Digital Media-a, WTRG, KEY, NEE, RTX, VYM.
- Meridian Wealth Partners was a net buyer of stock by $10M.
- Meridian Wealth Partners has $480M in assets under management (AUM), dropping by -1.39%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 95 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 16.9 | $81M | 3.1M | 26.20 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 11.8 | $57M | 1.9M | 29.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 11.2 | $54M | 1.1M | 50.60 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 9.7 | $47M | +9% | 495k | 94.04 |
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| Ishares Tr National Mun Etf (MUB) | 6.0 | $29M | -3% | 282k | 102.54 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 5.1 | $24M | 1.1M | 22.52 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.6 | $17M | +4% | 345k | 49.85 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.4 | $17M | +5% | 345k | 47.89 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.2 | $16M | 117k | 131.79 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.1 | $15M | -5% | 147k | 102.86 |
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| Ishares Tr Mbs Etf (MBB) | 3.1 | $15M | +9% | 166k | 88.80 |
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| Ishares Tr Core Msci Total (IXUS) | 2.9 | $14M | 231k | 59.99 |
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| Ishares Tr Msci Usa Value (VLUE) | 2.6 | $12M | 136k | 90.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $8.1M | 46k | 176.74 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.4 | $6.7M | 98k | 67.68 |
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| Ishares Core Msci Emkt (IEMG) | 1.3 | $6.2M | +7% | 131k | 47.59 |
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| Apple (AAPL) | 1.1 | $5.5M | +3% | 32k | 171.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $4.1M | 9.6k | 429.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.5M | 16k | 212.41 |
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| Vertex Cl A (VERX) | 0.6 | $2.9M | NEW | 126k | 23.10 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $2.4M | +2% | 46k | 51.87 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.2M | 7.1k | 315.74 |
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| Meridian Bank (MRBK) | 0.4 | $1.9M | +11% | 191k | 9.79 |
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| Home Depot (HD) | 0.4 | $1.9M | 6.1k | 302.18 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.7M | 41k | 40.86 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | 14k | 117.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.6M | +7% | 22k | 70.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.5M | +56% | 3.8k | 392.70 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.3M | 27k | 48.10 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.3M | +12% | 18k | 69.78 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.2M | +348% | 23k | 53.52 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.2M | -2% | 13k | 94.19 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.2M | +69% | 2.7k | 435.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | +3% | 6.1k | 189.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | +8% | 8.3k | 130.86 |
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| Amazon (AMZN) | 0.2 | $1.1M | 8.5k | 127.13 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | 6.6k | 159.01 |
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| Meta Platforms Cl A (META) | 0.2 | $893k | 3.0k | 300.25 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $716k | 5.0k | 143.33 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $702k | 16k | 44.23 |
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| Abbvie (ABBV) | 0.1 | $691k | +3% | 4.6k | 149.05 |
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| S&p Global (SPGI) | 0.1 | $649k | 1.8k | 365.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $576k | +10% | 3.7k | 155.37 |
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| Procter & Gamble Company (PG) | 0.1 | $535k | -16% | 3.7k | 145.85 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $526k | 3.6k | 145.00 |
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| Tesla Motors (TSLA) | 0.1 | $497k | -35% | 2.0k | 250.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $487k | 3.7k | 131.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $467k | -4% | 11k | 43.72 |
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| McDonald's Corporation (MCD) | 0.1 | $465k | 1.8k | 263.50 |
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| Prologis (PLD) | 0.1 | $465k | 4.1k | 112.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $464k | +60% | 2.2k | 208.24 |
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| Community Bank System (CBU) | 0.1 | $460k | 11k | 42.21 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $441k | +8% | 15k | 30.28 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $434k | -4% | 11k | 41.42 |
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| Johnson & Johnson (JNJ) | 0.1 | $418k | -2% | 2.7k | 155.75 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $388k | +3% | 8.7k | 44.34 |
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| S&T Ban (STBA) | 0.1 | $386k | 14k | 27.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $383k | NEW | 6.6k | 57.60 |
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| Pepsi (PEP) | 0.1 | $380k | -10% | 2.2k | 169.40 |
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| Lowe's Companies (LOW) | 0.1 | $379k | 1.8k | 207.89 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $372k | NEW | 8.5k | 43.78 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $363k | NEW | 8.3k | 43.72 |
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| Chevron Corporation (CVX) | 0.1 | $355k | +7% | 2.1k | 168.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $353k | -5% | 824.00 | 427.73 |
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| Pfizer (PFE) | 0.1 | $351k | 11k | 33.17 |
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| UnitedHealth (UNH) | 0.1 | $347k | +16% | 687.00 | 504.35 |
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| Visa Com Cl A (V) | 0.1 | $320k | 1.4k | 229.97 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $320k | 22k | 14.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $316k | 1.8k | 171.45 |
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| Eli Lilly & Co. (LLY) | 0.1 | $309k | +3% | 575.00 | 537.58 |
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| Advanced Micro Devices (AMD) | 0.1 | $307k | NEW | 3.0k | 102.81 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $304k | +15% | 769.00 | 395.68 |
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| Wal-Mart Stores (WMT) | 0.1 | $304k | 1.9k | 159.96 |
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| Merck & Co (MRK) | 0.1 | $291k | 2.8k | 102.94 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $286k | 3.2k | 88.26 |
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| Oracle Corporation (ORCL) | 0.1 | $282k | 2.7k | 105.93 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $277k | 14k | 19.39 |
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| Abbott Laboratories (ABT) | 0.1 | $275k | -6% | 2.8k | 96.87 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $261k | +16% | 1.1k | 234.95 |
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| Boeing Company (BA) | 0.1 | $255k | 1.3k | 191.62 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $246k | -2% | 485.00 | 506.19 |
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| Cisco Systems (CSCO) | 0.0 | $233k | +3% | 4.3k | 53.76 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $228k | 448.00 | 509.74 |
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| Fulton Financial (FULT) | 0.0 | $225k | +6% | 19k | 12.11 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $222k | -2% | 5.5k | 40.63 |
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| Costco Wholesale Corporation (COST) | 0.0 | $222k | +2% | 392.00 | 565.68 |
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| Nucor Corporation (NUE) | 0.0 | $217k | 1.4k | 156.30 |
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| Walt Disney Company (DIS) | 0.0 | $214k | NEW | 2.6k | 81.05 |
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| Broadcom (AVGO) | 0.0 | $214k | +5% | 258.00 | 829.10 |
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| General Electric Com New (GE) | 0.0 | $212k | -10% | 1.9k | 110.53 |
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| Starbucks Corporation (SBUX) | 0.0 | $212k | 2.3k | 91.26 |
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| Automatic Data Processing (ADP) | 0.0 | $212k | NEW | 879.00 | 240.57 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $209k | 4.5k | 46.55 |
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| Altria (MO) | 0.0 | $203k | +2% | 4.8k | 42.05 |
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| Ford Motor Company (F) | 0.0 | $130k | -2% | 10k | 12.42 |
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Past Filings by Meridian Wealth Partners
SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019
- Meridian Wealth Partners 2023 Q3 filed Nov. 3, 2023
- Meridian Wealth Partners 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Partners 2023 Q1 filed May 4, 2023
- 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