Meridian Wealth Partners as of Dec. 31, 2019
Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 209 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr sht tm us tres (SCHO) | 15.7 | $25M | 498k | 50.48 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 12.0 | $19M | 251k | 76.81 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 11.8 | $19M | 167k | 113.91 | |
Ishares Core Intl Stock Etf core (IXUS) | 7.0 | $11M | 183k | 61.90 | |
Schwab U S Broad Market ETF (SCHB) | 6.6 | $11M | 138k | 76.88 | |
Schwab International Equity ETF (SCHF) | 6.2 | $9.9M | 295k | 33.63 | |
Sch Us Mid-cap Etf etf (SCHM) | 5.1 | $8.2M | 137k | 60.15 | |
Ishares Tr usa min vo (USMV) | 4.7 | $7.6M | 115k | 65.60 | |
Vanguard Emerging Markets ETF (VWO) | 3.7 | $5.9M | 133k | 44.47 | |
Schwab Emerging Markets Equity ETF (SCHE) | 2.0 | $3.2M | 118k | 27.37 | |
Vanguard Total Stock Market ETF (VTI) | 1.6 | $2.6M | 16k | 163.62 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 1.6 | $2.5M | 24k | 106.76 | |
Wells Fargo & Company (WFC) | 1.4 | $2.2M | 40k | 53.80 | |
Apple (AAPL) | 1.0 | $1.5M | 5.2k | 295.00 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.8 | $1.3M | 24k | 53.77 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.2M | 17k | 69.49 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.2M | 3.1k | 389.54 | |
Meridian Bank (MRBK) | 0.7 | $1.1M | 57k | 20.18 | |
Home Depot (HD) | 0.7 | $1.1M | 4.9k | 218.75 | |
Texas Instruments Incorporated (TXN) | 0.5 | $831k | 6.4k | 129.41 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $841k | 15k | 57.92 | |
Community Bank System (CBU) | 0.5 | $770k | 11k | 70.95 | |
Berkshire Hathaway (BRK.B) | 0.5 | $749k | 3.3k | 227.27 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $723k | 16k | 44.08 | |
Schwab U S Small Cap ETF (SCHA) | 0.5 | $716k | 9.5k | 75.63 | |
Abbott Laboratories (ABT) | 0.4 | $668k | 7.7k | 87.23 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $645k | 7.7k | 83.84 | |
Microsoft Corporation (MSFT) | 0.4 | $591k | 3.7k | 157.60 | |
iShares S&P 500 Index (IVV) | 0.3 | $475k | 1.5k | 323.35 | |
At&t (T) | 0.3 | $453k | 11k | 39.62 | |
S&p Global (SPGI) | 0.3 | $437k | 1.6k | 273.12 | |
Procter & Gamble Company (PG) | 0.2 | $397k | 3.2k | 123.98 | |
Boeing Company (BA) | 0.2 | $366k | 1.1k | 325.62 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $336k | 6.0k | 55.62 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $315k | 5.9k | 53.40 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.2 | $326k | 3.0k | 109.43 | |
Comcast Corporation (CMCSA) | 0.2 | $301k | 6.8k | 44.52 | |
Colgate-Palmolive Company (CL) | 0.2 | $306k | 4.5k | 68.75 | |
Fulton Financial (FULT) | 0.2 | $302k | 17k | 17.43 | |
Facebook Inc cl a (META) | 0.2 | $301k | 1.5k | 204.85 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $283k | 880.00 | 321.59 | |
Pepsi (PEP) | 0.2 | $297k | 2.2k | 136.08 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $287k | 3.6k | 80.62 | |
McDonald's Corporation (MCD) | 0.2 | $276k | 1.4k | 198.58 | |
Pfizer (PFE) | 0.2 | $266k | 6.7k | 39.62 | |
Amazon (AMZN) | 0.2 | $271k | 146.00 | 1852.46 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $261k | 1.9k | 138.79 | |
Johnson & Johnson (JNJ) | 0.2 | $262k | 1.8k | 146.26 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $258k | 3.0k | 87.31 | |
New Jersey Resources Corporation (NJR) | 0.2 | $249k | 5.6k | 44.53 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $264k | 894.00 | 295.30 | |
Altria (MO) | 0.1 | $234k | 4.7k | 49.99 | |
Public Service Enterprise (PEG) | 0.1 | $236k | 4.0k | 59.03 | |
Ishares Tr cmn (GOVT) | 0.1 | $239k | 9.2k | 25.98 | |
Starbucks Corporation (SBUX) | 0.1 | $220k | 2.5k | 87.54 | |
Alphabet Inc Class A cs (GOOGL) | 0.1 | $220k | 163.00 | 1348.84 | |
Intel Corporation (INTC) | 0.1 | $210k | 3.5k | 59.62 | |
Nextera Energy (NEE) | 0.1 | $201k | 831.00 | 241.88 | |
United Technologies Corporation | 0.1 | $214k | 1.5k | 147.65 | |
SPDR Gold Trust (GLD) | 0.1 | $201k | 1.4k | 143.16 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $204k | 3.1k | 65.26 | |
Walt Disney Company (DIS) | 0.1 | $186k | 1.3k | 144.02 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $190k | 1.1k | 177.74 | |
Lowe's Companies (LOW) | 0.1 | $176k | 1.5k | 117.32 | |
iShares Russell 1000 Index (IWB) | 0.1 | $178k | 1.0k | 178.00 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $182k | 1.6k | 114.47 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.1 | $182k | 5.4k | 33.99 | |
Goldman Sachs (GS) | 0.1 | $163k | 709.00 | 229.77 | |
General Electric Company | 0.1 | $159k | 14k | 11.18 | |
Verizon Communications (VZ) | 0.1 | $165k | 2.7k | 61.27 | |
Lakeland Ban (LBAI) | 0.1 | $153k | 8.8k | 17.43 | |
Tesla Motors (TSLA) | 0.1 | $154k | 367.00 | 419.62 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $166k | 1.3k | 124.34 | |
Wal-Mart Stores (WMT) | 0.1 | $150k | 1.3k | 118.58 | |
Cisco Systems (CSCO) | 0.1 | $142k | 3.0k | 47.74 | |
International Business Machines (IBM) | 0.1 | $150k | 1.1k | 134.05 | |
Ares Capital Corporation (ARCC) | 0.1 | $141k | 7.6k | 18.59 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.1 | $137k | 2.8k | 49.28 | |
Alibaba Group Holding (BABA) | 0.1 | $148k | 696.00 | 212.64 | |
MasterCard Incorporated (MA) | 0.1 | $136k | 452.00 | 301.02 | |
Chevron Corporation (CVX) | 0.1 | $125k | 1.0k | 120.69 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $128k | 340.00 | 376.47 | |
Service Corporation International (SCI) | 0.1 | $120k | 2.6k | 45.89 | |
Energy Select Sector SPDR (XLE) | 0.1 | $113k | 1.9k | 60.27 | |
Hormel Foods Corporation (HRL) | 0.1 | $108k | 2.4k | 45.26 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $109k | 1.3k | 84.17 | |
Seattle Genetics | 0.1 | $97k | 850.00 | 114.12 | |
Health Care SPDR (XLV) | 0.1 | $91k | 891.00 | 102.13 | |
3M Company (MMM) | 0.1 | $93k | 525.00 | 177.14 | |
Thermo Fisher Scientific (TMO) | 0.1 | $93k | 283.00 | 328.00 | |
Amgen (AMGN) | 0.1 | $92k | 380.00 | 242.11 | |
Oracle Corporation (ORCL) | 0.1 | $96k | 1.8k | 53.10 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $92k | 445.00 | 206.74 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $99k | 598.00 | 165.55 | |
iShares Lehman MBS Bond Fund (MBB) | 0.1 | $89k | 819.00 | 108.67 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $95k | 389.00 | 244.22 | |
Vanguard Health Care ETF (VHT) | 0.1 | $103k | 535.00 | 192.52 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.1 | $95k | 650.00 | 146.15 | |
Ishares Tr 2020 cp tm etf | 0.1 | $100k | 3.8k | 26.04 | |
Sirius Xm Holdings (SIRI) | 0.1 | $93k | 13k | 7.15 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $103k | 77.00 | 1333.33 | |
Martin Marietta Materials (MLM) | 0.1 | $88k | 316.00 | 278.48 | |
Target Corporation (TGT) | 0.1 | $87k | 679.00 | 128.13 | |
Visa (V) | 0.1 | $79k | 421.00 | 187.65 | |
Enbridge (ENB) | 0.1 | $84k | 2.1k | 39.89 | |
Technology SPDR (XLK) | 0.1 | $84k | 918.00 | 91.50 | |
iShares Russell 3000 Index (IWV) | 0.1 | $76k | 402.00 | 189.05 | |
Vanguard Growth ETF (VUG) | 0.1 | $81k | 446.00 | 181.61 | |
Duke Energy (DUK) | 0.1 | $73k | 802.00 | 91.02 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $77k | 1.4k | 53.32 | |
Invesco Senior Loan Etf otr (BKLN) | 0.1 | $80k | 3.5k | 22.95 | |
Truist Financial Corp equities (TFC) | 0.1 | $74k | 1.3k | 56.19 | |
Bank of America Corporation (BAC) | 0.0 | $61k | 1.7k | 35.30 | |
Coca-Cola Company (KO) | 0.0 | $69k | 1.2k | 55.16 | |
CSX Corporation (CSX) | 0.0 | $61k | 848.00 | 71.93 | |
AES Corporation (AES) | 0.0 | $65k | 3.3k | 19.90 | |
Automatic Data Processing (ADP) | 0.0 | $71k | 416.00 | 170.67 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $63k | 1.1k | 55.46 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $68k | 1.1k | 64.33 | |
Rite Aid Corporation (RADCQ) | 0.0 | $61k | 3.9k | 15.60 | |
Waste Management (WM) | 0.0 | $56k | 489.00 | 114.52 | |
Travelers Companies (TRV) | 0.0 | $41k | 300.00 | 136.67 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $55k | 168.00 | 327.38 | |
Raytheon Company | 0.0 | $41k | 187.00 | 219.25 | |
Ford Motor Company (F) | 0.0 | $42k | 4.5k | 9.24 | |
Clorox Company (CLX) | 0.0 | $54k | 355.00 | 152.11 | |
Enterprise Products Partners (EPD) | 0.0 | $43k | 1.5k | 27.99 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $54k | 501.00 | 107.78 | |
Tompkins Financial Corporation (TMP) | 0.0 | $53k | 579.00 | 91.54 | |
Universal Health Realty Income Trust (UHT) | 0.0 | $54k | 462.00 | 116.88 | |
Aqua America | 0.0 | $51k | 1.1k | 46.83 | |
A. O. Smith Corporation (AOS) | 0.0 | $41k | 859.00 | 47.73 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $53k | 416.00 | 127.40 | |
Simon Property (SPG) | 0.0 | $52k | 350.00 | 148.57 | |
Cardiovascular Systems | 0.0 | $52k | 1.1k | 48.46 | |
Vanguard Value ETF (VTV) | 0.0 | $55k | 461.00 | 119.31 | |
Vanguard REIT ETF (VNQ) | 0.0 | $48k | 516.00 | 93.02 | |
Sprott Physical Gold Trust (PHYS) | 0.0 | $55k | 4.5k | 12.22 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $52k | 978.00 | 53.17 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $45k | 484.00 | 92.98 | |
Wp Carey (WPC) | 0.0 | $44k | 550.00 | 80.00 | |
Ishares Tr Dec 2020 | 0.0 | $43k | 1.7k | 25.19 | |
Ishares Tr ibnd dec21 etf | 0.0 | $45k | 1.8k | 25.11 | |
Ishares Tr Ibonds December 2022 Corp Etf | 0.0 | $55k | 2.2k | 25.35 | |
America Movil Sab De Cv spon adr l | 0.0 | $36k | 2.3k | 15.96 | |
American Express Company (AXP) | 0.0 | $26k | 206.00 | 126.21 | |
PNC Financial Services (PNC) | 0.0 | $29k | 182.00 | 159.34 | |
Costco Wholesale Corporation (COST) | 0.0 | $29k | 97.00 | 298.97 | |
Consolidated Edison (ED) | 0.0 | $26k | 292.00 | 89.04 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $27k | 193.00 | 139.90 | |
PPG Industries (PPG) | 0.0 | $27k | 200.00 | 135.00 | |
International Paper Company (IP) | 0.0 | $31k | 672.00 | 46.13 | |
Emerson Electric (EMR) | 0.0 | $32k | 419.00 | 76.37 | |
Honeywell International (HON) | 0.0 | $31k | 177.00 | 175.14 | |
Merck & Co (MRK) | 0.0 | $26k | 282.00 | 92.20 | |
Philip Morris International (PM) | 0.0 | $33k | 384.00 | 85.94 | |
Sanofi-Aventis SA (SNY) | 0.0 | $29k | 572.00 | 50.70 | |
UnitedHealth (UNH) | 0.0 | $29k | 97.00 | 298.97 | |
Southern Company (SO) | 0.0 | $26k | 413.00 | 62.95 | |
Xcel Energy (XEL) | 0.0 | $33k | 515.00 | 64.08 | |
Delta Air Lines (DAL) | 0.0 | $25k | 429.00 | 58.28 | |
Sun Life Financial (SLF) | 0.0 | $26k | 576.00 | 45.14 | |
Energy Transfer Equity (ET) | 0.0 | $33k | 2.6k | 12.88 | |
Tanger Factory Outlet Centers (SKT) | 0.0 | $29k | 1.9k | 14.93 | |
Magellan Midstream Partners | 0.0 | $32k | 512.00 | 62.50 | |
Tor Dom Bk Cad (TD) | 0.0 | $40k | 704.00 | 56.82 | |
iShares Silver Trust (SLV) | 0.0 | $33k | 2.0k | 16.50 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $28k | 298.00 | 93.96 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $28k | 469.00 | 59.70 | |
Schwab Strategic Tr cmn (SCHV) | 0.0 | $38k | 627.00 | 60.61 | |
Citigroup (C) | 0.0 | $27k | 340.00 | 79.41 | |
Fortune Brands (FBIN) | 0.0 | $37k | 562.00 | 65.84 | |
Phillips 66 (PSX) | 0.0 | $26k | 236.00 | 110.17 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $29k | 500.00 | 58.00 | |
Metropcs Communications (TMUS) | 0.0 | $27k | 350.00 | 77.14 | |
Brixmor Prty (BRX) | 0.0 | $29k | 1.3k | 21.58 | |
Chimera Investment Corp etf (CIM) | 0.0 | $28k | 1.4k | 20.25 | |
Wec Energy Group (WEC) | 0.0 | $35k | 375.00 | 93.33 | |
Shopify Inc cl a (SHOP) | 0.0 | $32k | 80.00 | 400.00 | |
Wisdomtree Cboe S&p 500 Putwri (PUTW) | 0.0 | $28k | 979.00 | 28.60 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $32k | 346.00 | 92.49 | |
Kkr & Co (KKR) | 0.0 | $25k | 869.00 | 28.77 | |
S&p Global Water Index Etf etf (CGW) | 0.0 | $27k | 651.00 | 41.47 | |
Eli Lilly & Co. (LLY) | 0.0 | $24k | 186.00 | 129.03 | |
Bristol Myers Squibb (BMY) | 0.0 | $23k | 362.00 | 63.54 | |
United Parcel Service (UPS) | 0.0 | $23k | 197.00 | 116.75 | |
NVIDIA Corporation (NVDA) | 0.0 | $22k | 94.00 | 234.04 | |
SYSCO Corporation (SYY) | 0.0 | $20k | 239.00 | 83.68 | |
Union Pacific Corporation (UNP) | 0.0 | $20k | 108.00 | 185.19 | |
AFLAC Incorporated (AFL) | 0.0 | $24k | 458.00 | 52.40 | |
General Mills (GIS) | 0.0 | $20k | 379.00 | 52.77 | |
Nike (NKE) | 0.0 | $22k | 219.00 | 100.46 | |
Qualcomm (QCOM) | 0.0 | $20k | 226.00 | 88.50 | |
Constellation Brands (STZ) | 0.0 | $20k | 108.00 | 185.19 | |
Ventas (VTR) | 0.0 | $22k | 378.00 | 58.20 | |
NuStar Energy (NS) | 0.0 | $21k | 825.00 | 25.45 | |
ESSA Ban (ESSA) | 0.0 | $20k | 1.2k | 17.24 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $24k | 100.00 | 240.00 | |
Kimco Realty Corporation (KIM) | 0.0 | $23k | 1.1k | 20.91 | |
Liberty Property Trust | 0.0 | $23k | 384.00 | 59.90 | |
American Tower Reit (AMT) | 0.0 | $21k | 92.00 | 228.26 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $20k | 263.00 | 76.05 | |
Iron Mountain (IRM) | 0.0 | $23k | 727.00 | 31.64 | |
Teladoc (TDOC) | 0.0 | $21k | 250.00 | 84.00 | |
Paypal Holdings (PYPL) | 0.0 | $20k | 183.00 | 109.29 | |
National Grid (NGG) | 0.0 | $22k | 354.00 | 62.15 | |
Roku (ROKU) | 0.0 | $21k | 154.00 | 136.36 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $22k | 102.00 | 215.69 | |
Linde | 0.0 | $20k | 95.00 | 210.53 |