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 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