Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2021

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 76 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 19.1 $88M 3.3M 26.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.0 $74M 2.5M 30.14
Ishares Tr Core Us Aggbd Et (AGG) 9.3 $43M 374k 114.83
Ishares Tr National Mun Etf (MUB) 7.1 $33M 281k 116.17
Dimensional Etf Trust World Ex Us Core (DFAX) 6.5 $30M 1.2M 25.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.2 $24M 232k 104.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $17M 125k 131.73
Ishares Tr Shrt Nat Mun Etf (SUB) 3.6 $17M 153k 107.57
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.1 $15M 283k 51.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $14M 135k 103.86
Ishares Tr Core Msci Total (IXUS) 2.5 $11M 161k 71.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.0 $9.1M 119k 76.66
Ishares Tr Msci Usa Value (VLUE) 1.9 $8.9M 89k 100.70
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $8.4M 79k 106.47
Ishares Tr Tips Bd Etf (TIP) 1.6 $7.5M 58k 127.69
Ishares Tr Russell 2000 Etf (IWM) 1.6 $7.3M 33k 218.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $5.8M 107k 54.64
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 1.1 $4.9M 115k 42.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.9M 18k 222.05
Apple (AAPL) 0.8 $3.7M 26k 141.60
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.7M 8.5k 430.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.4M 39k 60.95
Meridian Bank (MRBK) 0.4 $2.0M 70k 28.67
Wells Fargo & Company (WFC) 0.4 $1.9M 41k 47.17
Home Depot (HD) 0.3 $1.6M 4.9k 328.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.5M 21k 74.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.4M 14k 98.36
Texas Instruments Incorporated (TXN) 0.3 $1.3M 6.6k 193.07
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 5.1k 218.69
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.1M 20k 54.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 20k 54.77
Microsoft Corporation (MSFT) 0.2 $1.0M 3.7k 281.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $960k 2.4k 394.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $950k 3.5k 274.70
Facebook Cl A (META) 0.2 $928k 2.7k 338.66
Abbott Laboratories (ABT) 0.2 $874k 7.4k 118.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $831k 310.00 2679.01
Amazon (AMZN) 0.2 $827k 252.00 3283.02
Community Bank System (CBU) 0.2 $745k 11k 68.46
S&p Global (SPGI) 0.2 $694k 1.6k 424.24
Exxon Mobil Corporation (XOM) 0.1 $676k 12k 58.58
Tesla Motors (TSLA) 0.1 $622k 803.00 774.39
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $524k 10k 50.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $424k 987.00 429.58
Procter & Gamble Company (PG) 0.1 $401k 2.9k 139.16
Comcast Corp Cl A (CMCSA) 0.1 $398k 7.1k 55.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $381k 4.5k 85.45
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $374k 1.6k 237.01
JPMorgan Chase & Co. (JPM) 0.1 $360k 2.2k 163.18
McDonald's Corporation (MCD) 0.1 $347k 1.4k 240.84
Alphabet Cap Stk Cl C (GOOG) 0.1 $322k 121.00 2662.16
Lowe's Companies (LOW) 0.1 $321k 1.6k 203.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $310k 1.9k 164.37
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $305k 2.0k 153.57
Starbucks Corporation (SBUX) 0.1 $304k 2.7k 111.34
Pfizer (PFE) 0.1 $300k 7.0k 42.77
Colgate-Palmolive Company (CL) 0.1 $299k 4.1k 73.17
Pepsi (PEP) 0.1 $299k 2.0k 150.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $298k 3.6k 81.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $281k 4.4k 63.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $279k 3.1k 89.54
Boeing Company (BA) 0.1 $277k 1.3k 221.24
NVIDIA Corporation (NVDA) 0.1 $276k 1.3k 208.24
At&t (T) 0.1 $269k 10k 26.79
Johnson & Johnson (JNJ) 0.1 $268k 1.7k 161.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $256k 715.00 358.04
General Electric Com New (GE) 0.1 $243k 2.3k 105.26
Ishares Tr Rus 1000 Etf (IWB) 0.0 $230k 950.00 242.11
Ishares Esg Awr Msci Em (ESGE) 0.0 $227k 5.5k 41.47
Walt Disney Company (DIS) 0.0 $225k 1.3k 169.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $219k 2.2k 100.09
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $212k 4.5k 47.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $211k 1.4k 148.57
Digital Media Solutions Com Cl A 0.0 $85k 12k 7.25
Sundial Growers 0.0 $9.0k 14k 0.64
Fulton Financial (FULT) 0.0 $0 17k 0.00