Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 84 positions in its portfolio as reported in the September 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) 18.3 $73M 3.3M 22.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.2 $45M 1.1M 42.35
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.9 $44M 1.7M 25.15
Ishares Tr Core Us Aggbd Et (AGG) 9.8 $39M 404k 96.34
Ishares Tr National Mun Etf (MUB) 7.6 $30M 295k 102.58
Dimensional Etf Trust World Ex Us Core (DFAX) 5.2 $21M 1.1M 18.89
Ishares Tr Shrt Nat Mun Etf (SUB) 4.2 $17M 162k 102.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.5 $14M 293k 48.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $13M 128k 103.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.1 $12M 293k 41.99
Ishares Tr Core Msci Total (IXUS) 2.6 $10M 203k 50.92
Ishares Tr Msci Usa Value (VLUE) 2.3 $9.0M 110k 81.86
Ishares Tr Us Treas Bd Etf (GOVT) 2.1 $8.5M 372k 22.76
Ishares Tr Russell 2000 Etf (IWM) 1.6 $6.5M 39k 164.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.6 $6.3M 103k 60.53
Apple (AAPL) 1.0 $4.1M 29k 138.16
Ishares Tr Tips Bd Etf (TIP) 0.9 $3.5M 34k 104.90
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.1M 8.8k 358.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.1M 17k 179.50
Meridian Bank (MRBK) 0.6 $2.5M 85k 29.17
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $2.4M 67k 35.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.9M 43k 44.37
Wells Fargo & Company (WFC) 0.4 $1.7M 41k 40.07
Home Depot (HD) 0.4 $1.6M 5.9k 276.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.4M 21k 66.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 27k 48.14
Microsoft Corporation (MSFT) 0.3 $1.2M 5.3k 232.98
Exxon Mobil Corporation (XOM) 0.3 $1.2M 13k 87.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.1M 13k 79.55
Texas Instruments Incorporated (TXN) 0.3 $1.0M 6.5k 155.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $986k 22k 45.29
Vanguard Index Fds Small Cp Etf (VB) 0.2 $931k 5.4k 170.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $804k 2.5k 328.16
Amazon (AMZN) 0.2 $703k 6.2k 112.92
Key (KEY) 0.2 $698k 45k 15.38
Alphabet Cap Stk Cl A (GOOGL) 0.2 $697k 7.3k 95.83
Community Bank System (CBU) 0.2 $654k 11k 60.09
Tesla Motors (TSLA) 0.2 $646k 2.4k 265.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $624k 13k 49.27
Abbvie (ABBV) 0.1 $572k 4.3k 133.96
Procter & Gamble Company (PG) 0.1 $568k 4.5k 125.78
Abbott Laboratories (ABT) 0.1 $567k 5.8k 97.51
S&p Global (SPGI) 0.1 $514k 1.7k 302.08
S&T Ban (STBA) 0.1 $493k 14k 34.48
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $460k 3.4k 135.06
Prologis (PLD) 0.1 $448k 4.4k 102.21
Pfizer (PFE) 0.1 $395k 9.0k 43.82
Meta Platforms Cl A (META) 0.1 $393k 2.9k 136.25
Proshares Tr Short S&p 500 Ne (SH) 0.1 $382k 22k 17.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $375k 10k 36.37
McDonald's Corporation (MCD) 0.1 $374k 1.6k 232.04
Johnson & Johnson (JNJ) 0.1 $369k 2.3k 163.44
Pepsi (PEP) 0.1 $362k 2.2k 163.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $348k 974.00 357.29
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $334k 1.8k 188.06
JPMorgan Chase & Co. (JPM) 0.1 $328k 3.1k 104.39
Alphabet Cap Stk Cl C (GOOG) 0.1 $323k 3.4k 96.14
Lowe's Companies (LOW) 0.1 $310k 1.7k 187.50
Duke Energy Corp Com New (DUK) 0.1 $290k 3.1k 92.01
Essential Utils (WTRG) 0.1 $286k 6.6k 43.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $285k 1.8k 154.56
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $278k 14k 19.48
Ishares Esg Awr Msci Em (ESGE) 0.1 $268k 9.7k 27.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $266k 994.00 267.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $258k 3.6k 71.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $249k 5.4k 45.71
Wal-Mart Stores (WMT) 0.1 $244k 1.9k 129.93
Chevron Corporation (CVX) 0.1 $243k 1.7k 144.01
Starbucks Corporation (SBUX) 0.1 $242k 2.9k 84.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $237k 3.2k 74.95
PNC Financial Services (PNC) 0.1 $227k 1.5k 149.57
Comcast Corp Cl A (CMCSA) 0.1 $226k 7.7k 29.13
Ishares Tr Rus 1000 Etf (IWB) 0.1 $222k 1.1k 197.33
Walt Disney Company (DIS) 0.1 $214k 2.3k 94.53
South Jersey Industries 0.1 $213k 6.4k 33.41
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $211k 2.9k 73.44
UnitedHealth (UNH) 0.1 $210k 415.00 505.75
Nextera Energy (NEE) 0.1 $210k 2.7k 78.17
New Jersey Resources Corporation (NJR) 0.1 $209k 5.6k 37.04
Raytheon Technologies Corp (RTX) 0.1 $206k 2.5k 81.48
Pimco Municipal Income Fund II (PML) 0.0 $191k 20k 9.55
At&t (T) 0.0 $175k 12k 15.02
Digital Media Solutions Com Cl A 0.0 $47k 24k 1.94
Fulton Financial (FULT) 0.0 $0 17k 0.00