Meridian Wealth Partners

Meridian Wealth Partners as of June 30, 2023

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 94 positions in its portfolio as reported in the June 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) 17.6 $86M 3.2M 27.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.9 $58M 1.9M 30.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.3 $55M 1.1M 52.37
Ishares Tr Core Us Aggbd Et (AGG) 9.1 $44M 454k 97.95
Ishares Tr National Mun Etf (MUB) 6.4 $31M 294k 106.73
Dimensional Etf Trust World Ex Us Core (DFAX) 5.2 $26M 1.1M 23.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.5 $17M 331k 51.70
Ishares Tr Shrt Nat Mun Etf (SUB) 3.3 $16M 156k 104.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $16M 118k 134.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.2 $16M 327k 48.06
Ishares Tr Core Msci Total (IXUS) 2.9 $14M 228k 62.62
Ishares Tr Mbs Etf (MBB) 2.9 $14M 151k 93.27
Ishares Tr Msci Usa Value (VLUE) 2.6 $13M 136k 93.79
Ishares Tr Russell 2000 Etf (IWM) 1.7 $8.5M 45k 187.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $7.1M 100k 71.03
Apple (AAPL) 1.2 $6.0M 31k 193.97
Ishares Core Msci Emkt (IEMG) 1.2 $6.0M 122k 49.29
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.2M 9.5k 445.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.7M 17k 220.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.4M 45k 54.41
Microsoft Corporation (MSFT) 0.5 $2.4M 7.1k 340.53
Home Depot (HD) 0.4 $1.9M 6.1k 310.65
Wells Fargo & Company (WFC) 0.4 $1.8M 41k 42.68
Meridian Bank (MRBK) 0.3 $1.7M 171k 9.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.5M 21k 72.62
Exxon Mobil Corporation (XOM) 0.3 $1.4M 14k 107.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.4M 27k 50.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.3M 13k 97.84
Texas Instruments Incorporated (TXN) 0.2 $1.2M 6.6k 180.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.2M 16k 72.69
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 5.8k 198.90
Amazon (AMZN) 0.2 $1.1M 8.5k 130.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.0M 9.8k 106.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $982k 2.4k 407.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $916k 7.7k 119.70
Meta Platforms Cl A (META) 0.2 $866k 3.0k 286.98
Tesla Motors (TSLA) 0.2 $806k 3.1k 261.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $747k 5.0k 148.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $736k 16k 46.16
S&p Global (SPGI) 0.1 $706k 1.8k 400.89
Procter & Gamble Company (PG) 0.1 $667k 4.4k 151.74
NVIDIA Corporation (NVDA) 0.1 $663k 1.6k 423.02
Abbvie (ABBV) 0.1 $604k 4.5k 134.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $545k 3.4k 162.42
McDonald's Corporation (MCD) 0.1 $524k 1.8k 298.49
JPMorgan Chase & Co. (JPM) 0.1 $524k 3.6k 145.45
Prologis (PLD) 0.1 $517k 4.2k 122.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $516k 11k 46.18
Community Bank System (CBU) 0.1 $510k 11k 46.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $479k 11k 43.80
Pepsi (PEP) 0.1 $464k 2.5k 185.22
Johnson & Johnson (JNJ) 0.1 $454k 2.7k 165.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $442k 3.7k 120.97
Ishares Esg Awr Msci Em (ESGE) 0.1 $423k 13k 31.63
Key (KEY) 0.1 $419k 45k 9.24
Lowe's Companies (LOW) 0.1 $416k 1.8k 225.68
S&T Ban (STBA) 0.1 $388k 14k 27.19
Pfizer (PFE) 0.1 $388k 11k 36.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $386k 871.00 443.49
Comcast Corp Cl A (CMCSA) 0.1 $351k 8.4k 41.55
Abbott Laboratories (ABT) 0.1 $330k 3.0k 109.02
Spdr Gold Tr Gold Shs (GLD) 0.1 $329k 1.8k 178.27
Visa Com Cl A (V) 0.1 $324k 1.4k 237.48
Oracle Corporation (ORCL) 0.1 $322k 2.7k 119.07
Merck & Co (MRK) 0.1 $321k 2.8k 115.38
Chevron Corporation (CVX) 0.1 $307k 2.0k 157.32
Proshares Tr Short S&p 500 Ne (SH) 0.1 $307k 22k 13.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $305k 1.4k 220.16
Wal-Mart Stores (WMT) 0.1 $295k 1.9k 157.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $289k 5.2k 56.08
Raytheon Technologies Corp (RTX) 0.1 $289k 2.9k 97.96
Duke Energy Corp Com New (DUK) 0.1 $288k 3.2k 89.74
UnitedHealth (UNH) 0.1 $284k 591.00 480.64
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $282k 14k 19.74
Boeing Company (BA) 0.1 $277k 1.3k 211.16
New Jersey Resources Corporation (NJR) 0.1 $265k 5.6k 47.20
Mastercard Incorporated Cl A (MA) 0.1 $262k 666.00 393.30
Thermo Fisher Scientific (TMO) 0.1 $260k 499.00 521.75
Eli Lilly & Co. (LLY) 0.1 $259k 553.00 469.11
Nextera Energy (NEE) 0.0 $238k 3.2k 74.21
Essential Utils (WTRG) 0.0 $238k 6.0k 39.91
General Electric Com New (GE) 0.0 $236k 2.2k 109.84
Ishares Tr Rus 1000 Etf (IWB) 0.0 $232k 950.00 243.79
Starbucks Corporation (SBUX) 0.0 $228k 2.3k 99.06
Nucor Corporation (NUE) 0.0 $225k 1.4k 163.92
Adobe Systems Incorporated (ADBE) 0.0 $221k 452.00 488.99
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $217k 4.5k 48.16
Cisco Systems (CSCO) 0.0 $216k 4.2k 51.74
Altria (MO) 0.0 $214k 4.7k 45.30
Broadcom (AVGO) 0.0 $213k 245.00 867.44
Fulton Financial (FULT) 0.0 $209k 18k 11.92
Costco Wholesale Corporation (COST) 0.0 $206k 383.00 537.69
Ford Motor Company (F) 0.0 $162k 11k 15.13
Digital Media Solutions Com Cl A 0.0 $7.6k 23k 0.33