Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2020

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 213 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 15.8 $31M 609k 51.50
Ishares Tr National Mun Etf (MUB) 11.2 $22M 192k 115.93
Ishares Tr Core Us Aggbd Et (AGG) 10.7 $21M 180k 118.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.5 $21M 259k 80.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.3 $14M 139k 103.74
Ishares Tr Russell 2000 Etf (IWM) 6.0 $12M 80k 149.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.9 $9.7M 121k 79.64
Ishares Tr Msci Usa Min Vol (USMV) 4.7 $9.3M 145k 63.73
Ishares Tr Core Msci Total (IXUS) 3.8 $7.5M 129k 58.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $7.1M 129k 55.48
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.1M 18k 170.33
Apple (AAPL) 1.3 $2.6M 23k 115.76
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.3M 6.9k 336.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.8M 17k 108.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.6M 33k 50.44
Home Depot (HD) 0.7 $1.4M 5.0k 277.75
Lockheed Martin Corporation (LMT) 0.6 $1.2M 3.1k 383.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.0M 14k 75.49
Meridian Bank (MRBK) 0.5 $961k 60k 16.12
Wells Fargo & Company (WFC) 0.5 $956k 41k 23.52
Texas Instruments Incorporated (TXN) 0.5 $925k 6.5k 141.67
Microsoft Corporation (MSFT) 0.4 $842k 4.0k 210.39
Abbott Laboratories (ABT) 0.4 $831k 7.7k 107.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $734k 13k 55.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $718k 3.4k 212.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $706k 2.3k 307.63
Vanguard Index Fds Small Cp Etf (VB) 0.4 $698k 4.5k 153.81
Amazon (AMZN) 0.3 $658k 209.00 3148.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $609k 11k 56.07
Community Bank System (CBU) 0.3 $603k 11k 54.48
S&p Global (SPGI) 0.3 $577k 1.6k 360.62
Procter & Gamble Company (PG) 0.2 $454k 3.2k 139.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $427k 11k 40.85
Exxon Mobil Corporation (XOM) 0.2 $403k 12k 34.35
Facebook Cl A (META) 0.2 $368k 1.4k 261.96
Colgate-Palmolive Company (CL) 0.2 $341k 4.4k 77.15
Comcast Corp Cl A (CMCSA) 0.2 $321k 6.9k 46.67
At&t (T) 0.2 $319k 11k 28.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $313k 3.5k 88.19
Tesla Motors (TSLA) 0.2 $312k 725.00 430.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $307k 917.00 334.79
Alphabet Cap Stk Cl A (GOOGL) 0.2 $303k 207.00 1462.69
McDonald's Corporation (MCD) 0.2 $302k 1.4k 220.13
Pepsi (PEP) 0.2 $301k 2.2k 139.82
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $287k 1.6k 176.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $276k 3.3k 82.96
Johnson & Johnson (JNJ) 0.1 $275k 1.9k 148.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $270k 917.00 294.12
Pfizer (PFE) 0.1 $258k 7.0k 37.08
Spdr Gold Tr Gold Shs (GLD) 0.1 $256k 1.4k 177.04
Nextera Energy (NEE) 0.1 $251k 894.00 280.49
Lowe's Companies (LOW) 0.1 $250k 1.5k 164.10
Starbucks Corporation (SBUX) 0.1 $248k 2.9k 85.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $247k 2.6k 93.35
Public Service Enterprise (PEG) 0.1 $220k 4.0k 54.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $202k 3.9k 52.28
JPMorgan Chase & Co. (JPM) 0.1 $193k 2.0k 96.48
Boeing Company (BA) 0.1 $193k 1.2k 165.67
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $189k 3.9k 48.23
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $184k 6.6k 27.97
Altria (MO) 0.1 $183k 4.7k 38.60
Ishares Tr Rus 1000 Etf (IWB) 0.1 $178k 950.00 187.37
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $172k 1.3k 128.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $167k 2.4k 68.39
Mastercard Incorporated Cl A (MA) 0.1 $166k 492.00 337.78
Seattle Genetics 0.1 $166k 850.00 195.29
Fulton Financial (FULT) 0.1 $162k 17k 9.35
Intel Corporation (INTC) 0.1 $162k 3.1k 51.48
Verizon Communications (VZ) 0.1 $160k 2.7k 59.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $152k 102.00 1487.18
New Jersey Resources Corporation (NJR) 0.1 $151k 5.6k 27.00
Ishares Tr Russell 3000 Etf (IWV) 0.1 $150k 765.00 196.08
Disney Walt Com Disney (DIS) 0.1 $147k 1.2k 123.26
Wal-Mart Stores (WMT) 0.1 $144k 1.0k 140.52
International Business Machines (IBM) 0.1 $131k 1.1k 121.97
Amgen (AMGN) 0.1 $130k 504.00 258.06
Cisco Systems (CSCO) 0.1 $124k 3.2k 38.85
Raytheon Technologies Corp (RTX) 0.1 $123k 2.1k 58.28
Thermo Fisher Scientific (TMO) 0.1 $122k 276.00 440.68
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $121k 390.00 310.26
Vanguard World Mega Grwth Ind (MGK) 0.1 $121k 650.00 186.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $120k 2.8k 43.38
Visa Com Cl A (V) 0.1 $117k 585.00 200.00
Adobe Systems Incorporated (ADBE) 0.1 $113k 230.00 491.30
Vanguard World Fds Health Car Etf (VHT) 0.1 $109k 535.00 203.74
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.1 $107k 3.5k 30.84
Oracle Corporation (ORCL) 0.1 $107k 1.8k 60.53
Vertex Cl A (VERX) 0.1 $106k 4.6k 23.03
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $106k 957.00 110.76
General Electric Company 0.1 $106k 17k 6.22
Service Corporation International (SCI) 0.1 $105k 2.5k 42.29
Select Sector Spdr Tr Technology (XLK) 0.1 $105k 903.00 116.28
3M Company (MMM) 0.1 $104k 639.00 162.44
Hormel Foods Corporation (HRL) 0.0 $99k 2.0k 48.77
NVIDIA Corporation (NVDA) 0.0 $96k 178.00 536.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $94k 891.00 105.50
Shopify Cl A (SHOP) 0.0 $91k 89.00 1022.47
Ares Capital Corporation (ARCC) 0.0 $88k 6.3k 13.89
Lakeland Ban (LBAI) 0.0 $87k 8.8k 9.91
Ishares Tr Msci Usa Value (VLUE) 0.0 $84k 1.1k 73.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $83k 1.5k 54.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $82k 445.00 184.27
Ishares Tr Mbs Etf (MBB) 0.0 $78k 706.00 110.48
Rite Aid Corporation (RADCQ) 0.0 $72k 7.5k 9.54
Coca-Cola Company (KO) 0.0 $72k 1.5k 49.14
Clorox Company (CLX) 0.0 $71k 340.00 208.82
Vanguard Index Fds Growth Etf (VUG) 0.0 $71k 314.00 226.11
Sprott Physical Gold Tr Unit (PHYS) 0.0 $68k 4.5k 15.11
Vanguard Index Fds Value Etf (VTV) 0.0 $67k 637.00 105.18
Chevron Corporation (CVX) 0.0 $66k 915.00 72.13
salesforce (CRM) 0.0 $65k 258.00 251.94
Cdw (CDW) 0.0 $64k 532.00 120.30
CSX Corporation (CSX) 0.0 $64k 820.00 78.05
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $63k 900.00 70.00
Goldman Sachs (GS) 0.0 $63k 311.00 202.57
Select Sector Spdr Tr Energy (XLE) 0.0 $63k 2.1k 29.86
Teladoc (TDOC) 0.0 $61k 278.00 219.42
Duke Energy Corp Com New (DUK) 0.0 $61k 690.00 88.41
Netflix (NFLX) 0.0 $61k 122.00 500.00
AES Corporation (AES) 0.0 $60k 3.3k 18.21
Quest Diagnostics Incorporated (DGX) 0.0 $58k 509.00 113.95
Ishares Tr Ibonds Dec22 Etf 0.0 $56k 2.2k 25.81
UnitedHealth (UNH) 0.0 $56k 180.00 311.11
Automatic Data Processing (ADP) 0.0 $56k 403.00 138.96
Bank of America Corporation (BAC) 0.0 $56k 2.3k 24.15
Waste Management (WM) 0.0 $54k 481.00 112.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $50k 981.00 50.97
Fortune Brands (FBIN) 0.0 $49k 562.00 87.19
Paypal Holdings (PYPL) 0.0 $49k 249.00 196.79
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.0 $48k 841.00 57.07
A. O. Smith Corporation (AOS) 0.0 $46k 872.00 52.75
Ishares Tr Ibonds Dec21 Etf 0.0 $46k 1.8k 25.26
Servicenow (NOW) 0.0 $45k 93.00 483.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $45k 389.00 115.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $44k 157.00 280.25
Essential Utils (WTRG) 0.0 $44k 1.1k 40.40
Merck & Co (MRK) 0.0 $43k 514.00 83.66
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $43k 711.00 60.48
Ishares Silver Tr Ishares (SLV) 0.0 $43k 2.0k 21.50
Costco Wholesale Corporation (COST) 0.0 $43k 122.00 352.46
Cardiovascular Systems 0.0 $42k 1.1k 39.14
Qualcomm (QCOM) 0.0 $42k 356.00 117.98
Square Cl A (SQ) 0.0 $41k 250.00 164.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $40k 497.00 80.48
Otis Worldwide Corp (OTIS) 0.0 $40k 644.00 62.11
Carrier Global Corporation (CARR) 0.0 $39k 1.3k 30.26
Ishares Tr Core Msci Eafe (IEFA) 0.0 $38k 625.00 60.80
Wp Carey (WPC) 0.0 $38k 580.00 65.52
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $37k 686.00 53.94
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $37k 541.00 68.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $37k 133.00 278.20
Honeywell International (HON) 0.0 $36k 220.00 163.64
Enbridge (ENB) 0.0 $35k 1.2k 28.81
Nike CL B (NKE) 0.0 $35k 279.00 125.45
Xcel Energy (XEL) 0.0 $34k 496.00 68.55
Zoom Video Communications In Cl A (ZM) 0.0 $33k 70.00 471.43
Truist Financial Corp equities (TFC) 0.0 $33k 856.00 38.55
Travelers Companies (TRV) 0.0 $32k 300.00 106.67
Union Pacific Corporation (UNP) 0.0 $32k 164.00 195.12
Simon Property (SPG) 0.0 $32k 500.00 64.00
United Parcel Service CL B (UPS) 0.0 $31k 184.00 168.48
Danaher Corporation (DHR) 0.0 $31k 143.00 216.78
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $30k 1.4k 21.85
Eli Lilly & Co. (LLY) 0.0 $30k 203.00 147.78
Wec Energy Group (WEC) 0.0 $30k 307.00 97.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $30k 140.00 214.29
Kkr & Co (KKR) 0.0 $30k 869.00 34.52
Ford Motor Company (F) 0.0 $30k 4.6k 6.59
Abbvie (ABBV) 0.0 $29k 333.00 87.09
Fidelity National Information Services (FIS) 0.0 $29k 198.00 146.46
Kimberly-Clark Corporation (KMB) 0.0 $28k 187.00 149.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $28k 354.00 79.10
America Movil Sab De Cv Spon Adr L Shs 0.0 $28k 2.3k 12.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $27k 520.00 51.92
Philip Morris International (PM) 0.0 $27k 354.00 76.27
Sanofi Sponsored Adr (SNY) 0.0 $27k 530.00 50.94
Target Corporation (TGT) 0.0 $27k 169.00 159.76
Emerson Electric (EMR) 0.0 $27k 419.00 64.44
Iron Mountain (IRM) 0.0 $26k 977.00 26.61
Universal Health Rlty Incm T Sh Ben Int (UHT) 0.0 $26k 462.00 56.28
Bristol Myers Squibb (BMY) 0.0 $26k 433.00 60.05
Prologis (PLD) 0.0 $26k 259.00 100.39
Dex (DXCM) 0.0 $25k 60.00 416.67
FedEx Corporation (FDX) 0.0 $25k 100.00 250.00
International Paper Company (IP) 0.0 $25k 625.00 40.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $25k 250.00 100.00
PPG Industries (PPG) 0.0 $24k 200.00 120.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $24k 100.00 240.00
Edwards Lifesciences (EW) 0.0 $24k 301.00 79.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $24k 290.00 82.76
Ventas (VTR) 0.0 $24k 574.00 41.81
Sun Life Financial (SLF) 0.0 $23k 576.00 39.93
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.0 $23k 381.00 60.37
Linde SHS 0.0 $23k 98.00 234.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $22k 4.0k 5.50
National Grid Sponsored Adr Ne (NGG) 0.0 $22k 373.00 58.98
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $22k 415.00 53.01
Hess (HES) 0.0 $21k 501.00 41.92
Accenture Plc Ireland Shs Class A (ACN) 0.0 $21k 92.00 228.26
Norfolk Southern (NSC) 0.0 $21k 100.00 210.00
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $21k 2.5k 8.40
Air Products & Chemicals (APD) 0.0 $21k 71.00 295.77
Crown Castle Intl (CCI) 0.0 $21k 127.00 165.35
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $20k 190.00 105.26
Broadcom (AVGO) 0.0 $20k 56.00 357.14
Constellation Brands Cl A (STZ) 0.0 $20k 108.00 185.19
American Tower Reit (AMT) 0.0 $20k 81.00 246.91
SYSCO Corporation (SYY) 0.0 $20k 320.00 62.50
Quidel Corporation 0.0 $20k 89.00 224.72
CoStar (CSGP) 0.0 $20k 24.00 833.33
PNC Financial Services (PNC) 0.0 $20k 182.00 109.89
Medtronic SHS (MDT) 0.0 $20k 196.00 102.04
Delta Air Lines Inc Del Com New (DAL) 0.0 $20k 666.00 30.03