Meridian Wealth Partners

Meridian Wealth Partners as of March 31, 2023

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 94 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 17.9 $82M 3.2M 25.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.4 $52M 1.8M 28.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.9 $50M 1.0M 48.37
Ishares Tr Core Us Aggbd Et (AGG) 9.2 $42M 426k 99.64
Ishares Tr National Mun Etf (MUB) 6.9 $32M 296k 107.74
Dimensional Etf Trust World Ex Us Core (DFAX) 5.6 $26M 1.1M 23.06
Ishares Tr Shrt Nat Mun Etf (SUB) 3.6 $16M 156k 104.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.3 $15M 315k 47.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.2 $15M 304k 48.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $15M 117k 124.07
Ishares Tr Core Msci Total (IXUS) 2.9 $13M 215k 61.95
Ishares Tr Mbs Etf (MBB) 2.9 $13M 139k 94.73
Ishares Tr Msci Usa Value (VLUE) 2.6 $12M 129k 92.59
Ishares Tr Russell 2000 Etf (IWM) 1.6 $7.6M 43k 178.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $6.9M 101k 67.85
Ishares Core Msci Emkt (IEMG) 1.2 $5.5M 114k 48.79
Apple (AAPL) 1.0 $4.7M 29k 164.90
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.9M 9.4k 411.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.5M 17k 204.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.4M 45k 53.47
Vertex Cl A (VERX) 0.5 $2.4M 116k 20.69
Meridian Bank (MRBK) 0.4 $2.0M 162k 12.60
Home Depot (HD) 0.4 $1.8M 6.0k 295.13
Microsoft Corporation (MSFT) 0.4 $1.7M 6.0k 288.32
Wells Fargo & Company (WFC) 0.3 $1.5M 41k 37.38
Exxon Mobil Corporation (XOM) 0.3 $1.5M 14k 109.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.5M 21k 73.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M 27k 50.66
Texas Instruments Incorporated (TXN) 0.3 $1.2M 6.6k 186.01
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.2M 13k 90.55
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 5.8k 189.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.0M 22k 46.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $929k 2.5k 376.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $842k 8.1k 103.73
Amazon (AMZN) 0.2 $781k 7.6k 103.29
Abbvie (ABBV) 0.2 $721k 4.5k 159.37
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $703k 5.0k 140.20
Procter & Gamble Company (PG) 0.1 $684k 4.6k 148.69
Meta Platforms Cl A (META) 0.1 $661k 3.1k 211.94
S&p Global (SPGI) 0.1 $594k 1.7k 344.77
Community Bank System (CBU) 0.1 $571k 11k 52.49
Key (KEY) 0.1 $569k 46k 12.52
Tesla Motors (TSLA) 0.1 $547k 2.6k 207.46
Prologis (PLD) 0.1 $523k 4.2k 124.77
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $517k 3.4k 154.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $507k 11k 45.17
McDonald's Corporation (MCD) 0.1 $484k 1.7k 279.69
JPMorgan Chase & Co. (JPM) 0.1 $452k 3.5k 130.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $452k 11k 41.93
S&T Ban (STBA) 0.1 $451k 14k 31.45
Pepsi (PEP) 0.1 $437k 2.4k 182.30
Pfizer (PFE) 0.1 $413k 10k 40.80
Johnson & Johnson (JNJ) 0.1 $380k 2.5k 154.97
NVIDIA Corporation (NVDA) 0.1 $376k 1.4k 277.77
Lowe's Companies (LOW) 0.1 $367k 1.8k 199.94
Alphabet Cap Stk Cl C (GOOG) 0.1 $360k 3.5k 104.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $357k 871.00 409.55
Spdr Gold Tr Gold Shs (GLD) 0.1 $338k 1.8k 183.22
Proshares Tr Short S&p 500 Ne (SH) 0.1 $332k 22k 15.00
Ishares Tr Core Total Usd (IUSB) 0.1 $323k 7.0k 46.15
Comcast Corp Cl A (CMCSA) 0.1 $317k 8.4k 37.91
Duke Energy Corp Com New (DUK) 0.1 $314k 3.3k 96.47
Ishares Esg Awr Msci Em (ESGE) 0.1 $312k 9.9k 31.48
New Jersey Resources Corporation (NJR) 0.1 $308k 5.8k 53.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $307k 5.6k 55.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $306k 1.5k 210.92
Chevron Corporation (CVX) 0.1 $305k 1.9k 163.12
Thermo Fisher Scientific (TMO) 0.1 $295k 511.00 576.37
Visa Com Cl A (V) 0.1 $288k 1.3k 225.46
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $284k 14k 19.88
Raytheon Technologies Corp (RTX) 0.1 $282k 2.9k 97.93
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $281k 2.6k 109.24
Boeing Company (BA) 0.1 $281k 1.3k 212.43
Abbott Laboratories (ABT) 0.1 $280k 2.8k 101.26
Merck & Co (MRK) 0.1 $275k 2.6k 106.41
Essential Utils (WTRG) 0.1 $261k 6.0k 43.65
Wal-Mart Stores (WMT) 0.1 $260k 1.8k 147.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $260k 3.5k 73.83
UnitedHealth (UNH) 0.1 $258k 546.00 472.59
Oracle Corporation (ORCL) 0.1 $241k 2.6k 92.93
Fulton Financial (FULT) 0.1 $240k 17k 13.82
Starbucks Corporation (SBUX) 0.1 $239k 2.3k 104.13
Nextera Energy (NEE) 0.1 $238k 3.1k 77.08
Mastercard Incorporated Cl A (MA) 0.1 $230k 634.00 363.41
Ishares Tr Rus 1000 Etf (IWB) 0.0 $214k 950.00 225.28
Cisco Systems (CSCO) 0.0 $214k 4.1k 52.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $213k 2.8k 76.49
Nucor Corporation (NUE) 0.0 $210k 1.4k 154.52
Altria (MO) 0.0 $206k 4.6k 44.62
Walt Disney Company (DIS) 0.0 $206k 2.1k 100.13
General Electric Com New (GE) 0.0 $201k 2.1k 95.61
Ford Motor Company (F) 0.0 $129k 10k 12.60
Pimco Municipal Income Fund II (PML) 0.0 $94k 10k 9.39
Digital Media Solutions Com Cl A 0.0 $26k 23k 1.12