Meridian Wealth Partners

Meridian Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 82 positions in its portfolio as reported in the December 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) 19.3 $97M 3.3M 28.97
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.3 $81M 2.5M 33.00
Ishares Tr Core Us Aggbd Et (AGG) 8.9 $44M 388k 114.08
Ishares Tr National Mun Etf (MUB) 6.9 $34M 295k 116.28
Dimensional Etf Trust World Ex Us Core (DFAX) 5.9 $30M 1.1M 26.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.3 $26M 231k 113.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.7 $18M 125k 145.56
Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $17M 159k 107.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.1 $16M 137k 113.01
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $15M 289k 50.85
Ishares Tr Core Msci Total (IXUS) 2.5 $13M 178k 70.94
Ishares Tr Msci Usa Value (VLUE) 2.0 $10M 92k 109.47
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $9.2M 115k 80.43
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $8.9M 81k 110.30
Ishares Tr Tips Bd Etf (TIP) 1.6 $7.9M 61k 129.20
Ishares Tr Russell 2000 Etf (IWM) 1.5 $7.5M 34k 222.45
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 1.3 $6.3M 124k 51.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $6.0M 112k 53.88
Apple (AAPL) 1.0 $5.2M 29k 177.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $4.2M 17k 241.43
Ishares Tr Core S&p500 Etf (IVV) 0.8 $4.1M 8.6k 477.01
Meridian Bank (MRBK) 0.5 $2.6M 69k 36.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.5M 40k 61.27
Home Depot (HD) 0.4 $2.1M 5.0k 414.94
Wells Fargo & Company (WFC) 0.4 $2.0M 41k 47.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.7M 21k 80.84
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.5M 14k 106.98
Microsoft Corporation (MSFT) 0.3 $1.4M 4.1k 336.12
Texas Instruments Incorporated (TXN) 0.3 $1.3M 6.7k 188.51
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 5.2k 225.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.1M 21k 53.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M 20k 54.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 3.5k 299.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.0M 2.4k 436.64
Abbott Laboratories (ABT) 0.2 $1.0M 7.4k 140.68
Alphabet Cap Stk Cl A (GOOGL) 0.2 $930k 321.00 2897.44
Meta Platforms Cl A (META) 0.2 $912k 2.7k 336.25
Amazon (AMZN) 0.2 $844k 253.00 3335.71
Community Bank System (CBU) 0.2 $811k 11k 74.52
S&p Global (SPGI) 0.2 $776k 1.6k 472.24
Tesla Motors (TSLA) 0.2 $776k 734.00 1056.57
Exxon Mobil Corporation (XOM) 0.1 $725k 12k 61.16
Procter & Gamble Company (PG) 0.1 $545k 3.3k 163.62
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $545k 11k 51.08
Pfizer (PFE) 0.1 $531k 9.0k 59.11
Fulton Financial (FULT) 0.1 $516k 30k 17.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $469k 987.00 475.18
JPMorgan Chase & Co. (JPM) 0.1 $446k 2.8k 158.68
Lowe's Companies (LOW) 0.1 $415k 1.6k 258.42
McDonald's Corporation (MCD) 0.1 $404k 1.5k 268.33
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $391k 1.5k 254.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $379k 4.5k 84.67
Comcast Corp Cl A (CMCSA) 0.1 $367k 7.3k 50.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $364k 126.00 2888.89
Pepsi (PEP) 0.1 $363k 2.1k 173.80
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $353k 2.1k 171.69
NVIDIA Corporation (NVDA) 0.1 $338k 1.2k 293.66
Johnson & Johnson (JNJ) 0.1 $323k 1.9k 170.88
Starbucks Corporation (SBUX) 0.1 $321k 2.7k 117.09
Spdr Gold Tr Gold Shs (GLD) 0.1 $315k 1.8k 170.82
PNC Financial Services (PNC) 0.1 $311k 1.5k 200.87
Essential Utils (WTRG) 0.1 $301k 5.6k 53.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $295k 4.6k 63.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $294k 740.00 397.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $286k 3.5k 80.86
Ishares Esg Awr Msci Em (ESGE) 0.1 $282k 7.1k 39.77
Walt Disney Company (DIS) 0.1 $269k 1.7k 154.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $264k 3.0k 87.65
Boeing Company (BA) 0.1 $263k 1.3k 201.00
At&t (T) 0.1 $259k 11k 24.58
Abbvie (ABBV) 0.1 $258k 1.9k 135.12
Ishares Tr Rus 1000 Etf (IWB) 0.1 $251k 950.00 264.21
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $232k 4.5k 51.60
New Jersey Resources Corporation (NJR) 0.0 $230k 5.6k 41.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $223k 2.2k 102.34
Nextera Energy (NEE) 0.0 $221k 2.4k 93.28
Thermo Fisher Scientific (TMO) 0.0 $211k 317.00 664.63
General Electric Com New (GE) 0.0 $205k 2.2k 94.54
Wal-Mart Stores (WMT) 0.0 $202k 1.4k 145.21
Vertex Cl A (VERX) 0.0 $177k 11k 15.91
Digital Media Solutions Com Cl A 0.0 $68k 14k 4.78
Sundial Growers 0.0 $8.0k 14k 0.57