Meridian Wealth Partners as of Dec. 31, 2020
Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 231 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 17.9 | $43M | 367k | 118.19 | |
Ishares Tr National Mun Etf (MUB) | 14.0 | $34M | 290k | 117.20 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 9.8 | $24M | 261k | 90.95 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.8 | $17M | 143k | 116.21 | |
Ishares Tr Russell 2000 Etf (IWM) | 6.5 | $16M | 80k | 196.06 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.1 | $12M | 239k | 51.39 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.6 | $11M | 122k | 90.99 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 4.3 | $11M | 97k | 108.11 | |
Ishares Tr Msci Usa Min Vol (USMV) | 4.1 | $10M | 147k | 67.88 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.6 | $8.7M | 127k | 68.18 | |
Ishares Tr Core Msci Total (IXUS) | 3.6 | $8.6M | 128k | 67.19 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $3.4M | 18k | 194.63 | |
Apple (AAPL) | 1.3 | $3.1M | 23k | 132.68 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.9M | 7.6k | 375.38 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $2.1M | 35k | 58.37 | |
Home Depot (HD) | 0.5 | $1.3M | 5.0k | 265.63 | |
Meridian Bank (MRBK) | 0.5 | $1.2M | 60k | 20.79 | |
Wells Fargo & Company (WFC) | 0.5 | $1.2M | 41k | 30.19 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.2M | 14k | 86.24 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.1M | 20k | 55.19 | |
Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | 3.1k | 355.09 | |
Texas Instruments Incorporated (TXN) | 0.4 | $1.1M | 6.5k | 164.07 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $949k | 4.9k | 194.79 | |
Microsoft Corporation (MSFT) | 0.4 | $897k | 4.0k | 222.49 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $852k | 13k | 64.12 | |
Abbott Laboratories (ABT) | 0.3 | $801k | 7.3k | 109.54 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $777k | 3.4k | 231.94 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $772k | 2.2k | 343.72 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $717k | 13k | 56.07 | |
Community Bank System (CBU) | 0.3 | $695k | 11k | 62.34 | |
Amazon (AMZN) | 0.3 | $678k | 208.00 | 3258.62 | |
Tesla Motors (TSLA) | 0.2 | $536k | 759.00 | 705.88 | |
S&p Global (SPGI) | 0.2 | $526k | 1.6k | 328.75 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $487k | 10k | 47.17 | |
Exxon Mobil Corporation (XOM) | 0.2 | $481k | 12k | 41.25 | |
Procter & Gamble Company (PG) | 0.2 | $453k | 3.3k | 139.14 | |
Facebook Cl A (META) | 0.2 | $397k | 1.5k | 273.51 | |
Colgate-Palmolive Company (CL) | 0.2 | $378k | 4.4k | 85.46 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $364k | 208.00 | 1750.00 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $359k | 6.8k | 52.44 | |
At&t (T) | 0.1 | $347k | 12k | 28.78 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $346k | 925.00 | 374.05 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $339k | 3.8k | 88.12 | |
Pepsi (PEP) | 0.1 | $323k | 2.2k | 148.49 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $321k | 1.6k | 206.83 | |
Starbucks Corporation (SBUX) | 0.1 | $310k | 2.9k | 106.88 | |
Pfizer (PFE) | 0.1 | $300k | 8.1k | 36.79 | |
McDonald's Corporation (MCD) | 0.1 | $297k | 1.4k | 214.69 | |
Johnson & Johnson (JNJ) | 0.1 | $293k | 1.9k | 157.55 | |
Nextera Energy (NEE) | 0.1 | $276k | 3.6k | 77.06 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $273k | 4.5k | 60.12 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $272k | 3.3k | 82.78 | |
Boeing Company (BA) | 0.1 | $263k | 1.2k | 213.82 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $260k | 2.0k | 127.07 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $258k | 1.4k | 178.42 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $256k | 1.1k | 233.23 | |
Lowe's Companies (LOW) | 0.1 | $247k | 1.5k | 160.36 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $241k | 2.6k | 92.84 | |
Public Service Enterprise (PEG) | 0.1 | $234k | 4.0k | 58.19 | |
Fulton Financial (FULT) | 0.1 | $220k | 17k | 12.70 | |
Walt Disney Company (DIS) | 0.1 | $219k | 1.2k | 181.56 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $209k | 2.4k | 88.90 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $201k | 950.00 | 211.58 | |
New Jersey Resources Corporation (NJR) | 0.1 | $199k | 5.6k | 35.59 | |
Altria (MO) | 0.1 | $195k | 4.8k | 40.98 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $188k | 1.3k | 140.82 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $187k | 107.00 | 1750.00 | |
General Electric Company | 0.1 | $184k | 17k | 10.79 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $170k | 478.00 | 355.56 | |
Verizon Communications (VZ) | 0.1 | $165k | 2.8k | 58.91 | |
Vertex Cl A (VERX) | 0.1 | $160k | 4.6k | 34.76 | |
Visa Com Cl A (V) | 0.1 | $156k | 718.00 | 216.67 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $153k | 1.4k | 113.25 | |
Intel Corporation (INTC) | 0.1 | $150k | 3.0k | 49.98 | |
Seagen | 0.1 | $149k | 850.00 | 175.29 | |
Raytheon Technologies Corp (RTX) | 0.1 | $149k | 2.1k | 71.51 | |
Wal-Mart Stores (WMT) | 0.1 | $149k | 1.0k | 144.61 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $139k | 2.8k | 50.00 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $138k | 390.00 | 353.85 | |
International Business Machines (IBM) | 0.1 | $135k | 1.1k | 125.70 | |
Thermo Fisher Scientific (TMO) | 0.1 | $132k | 286.00 | 462.96 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $132k | 591.00 | 223.35 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $132k | 650.00 | 203.08 | |
Service Corporation International (SCI) | 0.1 | $122k | 2.5k | 48.98 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $120k | 535.00 | 224.30 | |
Cisco Systems (CSCO) | 0.0 | $120k | 2.7k | 44.61 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $117k | 903.00 | 129.57 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $115k | 230.00 | 500.00 | |
Digital Media Solutions Com Cl A | 0.0 | $114k | 9.4k | 12.09 | |
Amgen (AMGN) | 0.0 | $113k | 494.00 | 228.95 | |
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $113k | 1.3k | 87.19 | |
Oracle Corporation (ORCL) | 0.0 | $113k | 1.8k | 64.44 | |
3M Company (MMM) | 0.0 | $111k | 639.00 | 174.21 | |
Lakeland Ban (LBAI) | 0.0 | $111k | 8.8k | 12.65 | |
NVIDIA Corporation (NVDA) | 0.0 | $108k | 206.00 | 524.19 | |
Ares Capital Corporation (ARCC) | 0.0 | $107k | 6.3k | 16.89 | |
Shopify Cl A (SHOP) | 0.0 | $106k | 94.00 | 1127.66 | |
Goldman Sachs (GS) | 0.0 | $104k | 397.00 | 262.82 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $104k | 3.8k | 27.26 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $102k | 445.00 | 229.21 | |
Chevron Corporation (CVX) | 0.0 | $101k | 1.2k | 84.07 | |
Hormel Foods Corporation (HRL) | 0.0 | $95k | 2.0k | 46.59 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $95k | 1.9k | 50.16 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $83k | 900.00 | 92.22 | |
salesforce (CRM) | 0.0 | $82k | 360.00 | 226.42 | |
Coca-Cola Company (KO) | 0.0 | $81k | 1.5k | 55.12 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $80k | 2.1k | 37.91 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $80k | 317.00 | 252.37 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $78k | 706.00 | 110.48 | |
AES Corporation (AES) | 0.0 | $78k | 3.3k | 23.63 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $77k | 606.00 | 127.06 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $77k | 581.00 | 132.53 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $77k | 645.00 | 119.38 | |
CSX Corporation (CSX) | 0.0 | $74k | 820.00 | 90.24 | |
Automatic Data Processing (ADP) | 0.0 | $71k | 403.00 | 176.18 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $71k | 1.4k | 50.86 | |
Cdw (CDW) | 0.0 | $70k | 532.00 | 131.58 | |
Clorox Company (CLX) | 0.0 | $69k | 341.00 | 202.35 | |
Bank of America Corporation (BAC) | 0.0 | $69k | 2.3k | 30.30 | |
Netflix (NFLX) | 0.0 | $68k | 125.00 | 544.00 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $68k | 4.5k | 15.11 | |
Abbvie (ABBV) | 0.0 | $66k | 602.00 | 109.17 | |
Truist Financial Corp equities (TFC) | 0.0 | $64k | 1.3k | 47.90 | |
Duke Energy Corp Com New (DUK) | 0.0 | $64k | 696.00 | 91.95 | |
UnitedHealth (UNH) | 0.0 | $63k | 180.00 | 350.00 | |
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) | 0.0 | $63k | 1.9k | 33.12 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $61k | 510.00 | 119.61 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $60k | 519.00 | 115.61 | |
Paypal Holdings (PYPL) | 0.0 | $58k | 249.00 | 232.93 | |
Waste Management (WM) | 0.0 | $57k | 481.00 | 118.50 | |
Square Cl A (SQ) | 0.0 | $57k | 263.00 | 216.73 | |
Teladoc (TDOC) | 0.0 | $56k | 280.00 | 200.00 | |
Philip Morris International (PM) | 0.0 | $56k | 667.00 | 83.73 | |
Ishares Tr Ibonds Dec22 Etf | 0.0 | $55k | 2.2k | 25.35 | |
Qualcomm (QCOM) | 0.0 | $54k | 356.00 | 151.69 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $54k | 1.1k | 50.70 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $53k | 414.00 | 128.02 | |
Essential Utils (WTRG) | 0.0 | $51k | 1.1k | 46.83 | |
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $50k | 841.00 | 59.45 | |
Ford Motor Company (F) | 0.0 | $49k | 5.6k | 8.82 | |
Carrier Global Corporation (CARR) | 0.0 | $49k | 1.3k | 38.01 | |
Servicenow (NOW) | 0.0 | $49k | 89.00 | 550.56 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $49k | 2.0k | 24.50 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $49k | 157.00 | 312.10 | |
Fortune Brands (FBIN) | 0.0 | $48k | 562.00 | 85.41 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $48k | 694.00 | 69.16 | |
A. O. Smith Corporation (AOS) | 0.0 | $48k | 876.00 | 54.79 | |
Honeywell International (HON) | 0.0 | $47k | 220.00 | 213.64 | |
Cardiovascular Systems | 0.0 | $47k | 1.1k | 43.80 | |
Ishares Tr Ibonds Dec21 Etf | 0.0 | $46k | 1.8k | 25.10 | |
Costco Wholesale Corporation (COST) | 0.0 | $46k | 122.00 | 377.05 | |
Merck & Co (MRK) | 0.0 | $42k | 514.00 | 81.71 | |
Otis Worldwide Corp (OTIS) | 0.0 | $42k | 628.00 | 66.88 | |
Travelers Companies (TRV) | 0.0 | $42k | 300.00 | 140.00 | |
Wp Carey (WPC) | 0.0 | $41k | 580.00 | 70.69 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $41k | 133.00 | 308.27 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $40k | 1.6k | 25.24 | |
Enbridge (ENB) | 0.0 | $39k | 1.2k | 32.10 | |
Nike CL B (NKE) | 0.0 | $39k | 279.00 | 139.78 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $37k | 140.00 | 264.29 | |
Kkr & Co (KKR) | 0.0 | $35k | 869.00 | 40.28 | |
Union Pacific Corporation (UNP) | 0.0 | $35k | 169.00 | 207.10 | |
Emerson Electric (EMR) | 0.0 | $34k | 424.00 | 80.19 | |
United Parcel Service CL B (UPS) | 0.0 | $34k | 202.00 | 168.32 | |
America Movil Sab De Cv Spon Adr L Shs | 0.0 | $33k | 2.3k | 14.63 | |
Xcel Energy (XEL) | 0.0 | $33k | 499.00 | 66.13 | |
Eli Lilly & Co. (LLY) | 0.0 | $33k | 196.00 | 168.37 | |
Danaher Corporation (DHR) | 0.0 | $32k | 143.00 | 223.78 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $32k | 291.00 | 109.97 | |
International Paper Company (IP) | 0.0 | $31k | 628.00 | 49.36 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $31k | 520.00 | 59.62 | |
Bristol Myers Squibb (BMY) | 0.0 | $31k | 500.00 | 62.00 | |
Universal Health Rlty Incm T Sh Ben Int (UHT) | 0.0 | $30k | 462.00 | 64.94 | |
Simon Property (SPG) | 0.0 | $30k | 350.00 | 85.71 | |
Target Corporation (TGT) | 0.0 | $30k | 169.00 | 177.51 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $30k | 355.00 | 84.51 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $30k | 1.4k | 21.88 | |
PPG Industries (PPG) | 0.0 | $29k | 200.00 | 145.00 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $29k | 400.00 | 72.50 | |
Iron Mountain (IRM) | 0.0 | $29k | 995.00 | 29.15 | |
Ventas (VTR) | 0.0 | $28k | 580.00 | 48.28 | |
Wec Energy Group (WEC) | 0.0 | $28k | 307.00 | 91.21 | |
CVS Caremark Corporation (CVS) | 0.0 | $27k | 401.00 | 67.33 | |
Hess (HES) | 0.0 | $27k | 506.00 | 53.36 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $27k | 104.00 | 259.62 | |
PNC Financial Services (PNC) | 0.0 | $27k | 182.00 | 148.35 | |
Sun Life Financial (SLF) | 0.0 | $26k | 576.00 | 45.14 | |
Prologis (PLD) | 0.0 | $26k | 259.00 | 100.39 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $26k | 530.00 | 49.06 | |
Linde SHS | 0.0 | $26k | 98.00 | 265.31 | |
Canopy Gro | 0.0 | $26k | 1.1k | 24.67 | |
Edwards Lifesciences (EW) | 0.0 | $25k | 272.00 | 91.91 | |
Broadcom (AVGO) | 0.0 | $25k | 56.00 | 446.43 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $25k | 4.0k | 6.25 | |
Medtronic SHS (MDT) | 0.0 | $25k | 211.00 | 118.48 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $25k | 187.00 | 133.69 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $24k | 1.1k | 21.30 | |
Cadence Design Systems (CDNS) | 0.0 | $24k | 175.00 | 137.14 | |
Fidelity National Information Services (FIS) | 0.0 | $24k | 167.00 | 143.71 | |
Morgan Stanley Com New (MS) | 0.0 | $24k | 357.00 | 67.23 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $24k | 113.00 | 212.39 | |
Constellation Brands Cl A (STZ) | 0.0 | $24k | 109.00 | 220.18 | |
Norfolk Southern (NSC) | 0.0 | $24k | 100.00 | 240.00 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $24k | 435.00 | 55.17 | |
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $23k | 2.5k | 9.20 | |
Citigroup Com New (C) | 0.0 | $23k | 371.00 | 61.99 | |
Applied Materials (AMAT) | 0.0 | $23k | 267.00 | 86.14 | |
Hercules Technology Growth Capital (HTGC) | 0.0 | $23k | 1.6k | 14.58 | |
Brixmor Prty (BRX) | 0.0 | $23k | 1.4k | 16.87 | |
Azek Cl A (AZEK) | 0.0 | $22k | 575.00 | 38.26 | |
Nio Spon Ads (NIO) | 0.0 | $22k | 460.00 | 47.83 | |
Dow (DOW) | 0.0 | $22k | 391.00 | 56.27 | |
Ross Stores (ROST) | 0.0 | $22k | 177.00 | 124.29 | |
Dex (DXCM) | 0.0 | $22k | 60.00 | 366.67 | |
CoStar (CSGP) | 0.0 | $22k | 24.00 | 916.67 | |
Dollar Tree (DLTR) | 0.0 | $22k | 200.00 | 110.00 | |
Caterpillar (CAT) | 0.0 | $22k | 120.00 | 183.33 | |
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.0 | $22k | 360.00 | 61.11 | |
National Grid Sponsored Adr Ne (NGG) | 0.0 | $22k | 373.00 | 58.98 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $21k | 516.00 | 40.70 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $21k | 343.00 | 61.22 | |
Cigna Corp (CI) | 0.0 | $21k | 100.00 | 210.00 | |
TJX Companies (TJX) | 0.0 | $21k | 301.00 | 69.77 | |
Enterprise Products Partners (EPD) | 0.0 | $21k | 1.1k | 19.34 | |
Tanger Factory Outlet Centers (SKT) | 0.0 | $21k | 2.1k | 9.96 | |
Southern Company (SO) | 0.0 | $20k | 333.00 | 60.06 | |
Roku Com Cl A (ROKU) | 0.0 | $20k | 59.00 | 338.98 | |
American Express Company (AXP) | 0.0 | $20k | 162.00 | 123.46 | |
Crown Castle Intl (CCI) | 0.0 | $20k | 127.00 | 157.48 | |
Monster Beverage Corp (MNST) | 0.0 | $20k | 213.00 | 93.90 | |
AFLAC Incorporated (AFL) | 0.0 | $20k | 458.00 | 43.67 |