Meridian Wealth Partners

Meridian Wealth Partners as of June 30, 2022

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 81 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.4 $78M 3.3M 23.30
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.0 $68M 2.6M 26.43
Ishares Tr Core Us Aggbd Et (AGG) 9.8 $41M 406k 101.68
Ishares Tr National Mun Etf (MUB) 6.9 $29M 273k 106.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.0 $25M 570k 44.66
Dimensional Etf Trust World Ex Us Core (DFAX) 5.9 $25M 1.2M 21.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.8 $16M 324k 49.19
Ishares Tr Shrt Nat Mun Etf (SUB) 3.7 $16M 148k 104.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $14M 128k 111.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $13M 288k 44.19
Ishares Tr Core Msci Total (IXUS) 2.6 $11M 192k 57.03
Ishares Tr Msci Usa Value (VLUE) 2.2 $9.4M 104k 90.52
Ishares Tr Tips Bd Etf (TIP) 1.8 $7.4M 65k 113.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $6.6M 105k 62.73
Ishares Tr Russell 2000 Etf (IWM) 1.5 $6.5M 38k 169.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $6.0M 119k 50.55
Apple (AAPL) 0.9 $4.0M 29k 136.69
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.3M 8.8k 379.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.3M 17k 188.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $3.2M 64k 49.91
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.7 $2.7M 67k 40.94
Meridian Bank (MRBK) 0.5 $2.3M 76k 30.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.1M 42k 49.95
Wells Fargo & Company (WFC) 0.4 $1.6M 41k 39.53
Home Depot (HD) 0.4 $1.6M 5.9k 274.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.5M 21k 71.65
Microsoft Corporation (MSFT) 0.3 $1.2M 4.6k 256.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.2M 14k 83.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.0M 22k 47.87
Texas Instruments Incorporated (TXN) 0.2 $1.0M 6.7k 153.56
Vanguard Index Fds Small Cp Etf (VB) 0.2 $965k 5.5k 176.09
Abbott Laboratories (ABT) 0.2 $877k 8.1k 108.46
Exxon Mobil Corporation (XOM) 0.2 $858k 10k 85.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $821k 2.4k 346.71
Key (KEY) 0.2 $776k 45k 17.11
Alphabet Cap Stk Cl A (GOOGL) 0.2 $738k 338.00 2182.61
Community Bank System (CBU) 0.2 $689k 11k 63.31
Abbvie (ABBV) 0.2 $654k 4.3k 153.74
Amazon (AMZN) 0.2 $651k 6.1k 106.29
Procter & Gamble Company (PG) 0.2 $638k 4.4k 143.83
S&p Global (SPGI) 0.1 $575k 1.7k 341.77
Tesla Motors (TSLA) 0.1 $559k 831.00 673.00
S&T Ban (STBA) 0.1 $520k 14k 36.36
Prologis (PLD) 0.1 $517k 4.3k 119.12
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $489k 3.4k 143.57
Pfizer (PFE) 0.1 $481k 9.2k 52.36
Meta Platforms Cl A (META) 0.1 $466k 2.9k 161.37
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $414k 10k 40.80
McDonald's Corporation (MCD) 0.1 $397k 1.6k 247.22
Johnson & Johnson (JNJ) 0.1 $376k 2.1k 177.53
Pepsi (PEP) 0.1 $368k 2.2k 166.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $357k 947.00 376.98
JPMorgan Chase & Co. (JPM) 0.1 $342k 3.0k 112.33
Duke Energy Corp Com New (DUK) 0.1 $338k 3.1k 108.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $311k 1.8k 168.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $311k 142.00 2186.27
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $304k 1.5k 197.15
Comcast Corp Cl A (CMCSA) 0.1 $301k 7.6k 39.49
Ishares Esg Awr Msci Em (ESGE) 0.1 $291k 9.0k 32.31
Essential Utils (WTRG) 0.1 $286k 6.6k 43.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $285k 3.8k 75.30
Lowe's Companies (LOW) 0.1 $284k 1.6k 173.76
New Jersey Resources Corporation (NJR) 0.1 $281k 5.6k 50.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $277k 5.4k 51.53
Raytheon Technologies Corp (RTX) 0.1 $259k 2.7k 96.50
Chevron Corporation (CVX) 0.1 $254k 1.8k 145.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $251k 3.3k 76.69
PNC Financial Services (PNC) 0.1 $236k 1.5k 156.95
Ishares Tr Rus 1000 Etf (IWB) 0.1 $234k 1.1k 208.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $231k 3.0k 77.78
At&t (T) 0.1 $226k 11k 21.08
South Jersey Industries 0.1 $218k 6.4k 34.20
International Business Machines (IBM) 0.1 $217k 1.5k 141.13
Pimco Municipal Income Fund II (PML) 0.1 $215k 20k 10.75
Truist Financial Corp equities (TFC) 0.1 $211k 4.5k 47.29
Starbucks Corporation (SBUX) 0.1 $211k 2.8k 75.84
UnitedHealth (UNH) 0.0 $204k 397.00 514.71
Nextera Energy (NEE) 0.0 $203k 2.6k 77.24
Digital Media Solutions Com Cl A 0.0 $22k 20k 1.12
Sundial Growers 0.0 $5.0k 14k 0.36
Fulton Financial (FULT) 0.0 $0 17k 0.00