Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2023

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 95 positions in its portfolio as reported in the September 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) 16.9 $81M 3.1M 26.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.8 $57M 1.9M 29.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.2 $54M 1.1M 50.60
Ishares Tr Core Us Aggbd Et (AGG) 9.7 $47M 495k 94.04
Ishares Tr National Mun Etf (MUB) 6.0 $29M 282k 102.54
Dimensional Etf Trust World Ex Us Core (DFAX) 5.1 $24M 1.1M 22.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $17M 345k 49.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $17M 345k 47.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $16M 117k 131.79
Ishares Tr Shrt Nat Mun Etf (SUB) 3.1 $15M 147k 102.86
Ishares Tr Mbs Etf (MBB) 3.1 $15M 166k 88.80
Ishares Tr Core Msci Total (IXUS) 2.9 $14M 231k 59.99
Ishares Tr Msci Usa Value (VLUE) 2.6 $12M 136k 90.72
Ishares Tr Russell 2000 Etf (IWM) 1.7 $8.1M 46k 176.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $6.7M 98k 67.68
Ishares Core Msci Emkt (IEMG) 1.3 $6.2M 131k 47.59
Apple (AAPL) 1.1 $5.5M 32k 171.21
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.1M 9.6k 429.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.5M 16k 212.41
Vertex Cl A (VERX) 0.6 $2.9M 126k 23.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.4M 46k 51.87
Microsoft Corporation (MSFT) 0.5 $2.2M 7.1k 315.74
Meridian Bank (MRBK) 0.4 $1.9M 191k 9.79
Home Depot (HD) 0.4 $1.9M 6.1k 302.18
Wells Fargo & Company (WFC) 0.4 $1.7M 41k 40.86
Exxon Mobil Corporation (XOM) 0.3 $1.6M 14k 117.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.6M 22k 70.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.5M 3.8k 392.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 27k 48.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.3M 18k 69.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 23k 53.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.2M 13k 94.19
NVIDIA Corporation (NVDA) 0.2 $1.2M 2.7k 435.04
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 6.1k 189.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M 8.3k 130.86
Amazon (AMZN) 0.2 $1.1M 8.5k 127.13
Texas Instruments Incorporated (TXN) 0.2 $1.0M 6.6k 159.01
Meta Platforms Cl A (META) 0.2 $893k 3.0k 300.25
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $716k 5.0k 143.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $702k 16k 44.23
Abbvie (ABBV) 0.1 $691k 4.6k 149.05
S&p Global (SPGI) 0.1 $649k 1.8k 365.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $576k 3.7k 155.37
Procter & Gamble Company (PG) 0.1 $535k 3.7k 145.85
JPMorgan Chase & Co. (JPM) 0.1 $526k 3.6k 145.00
Tesla Motors (TSLA) 0.1 $497k 2.0k 250.21
Alphabet Cap Stk Cl C (GOOG) 0.1 $487k 3.7k 131.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $467k 11k 43.72
McDonald's Corporation (MCD) 0.1 $465k 1.8k 263.50
Prologis (PLD) 0.1 $465k 4.1k 112.20
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $464k 2.2k 208.24
Community Bank System (CBU) 0.1 $460k 11k 42.21
Ishares Esg Awr Msci Em (ESGE) 0.1 $441k 15k 30.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $434k 11k 41.42
Johnson & Johnson (JNJ) 0.1 $418k 2.7k 155.75
Comcast Corp Cl A (CMCSA) 0.1 $388k 8.7k 44.34
S&T Ban (STBA) 0.1 $386k 14k 27.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $383k 6.6k 57.60
Pepsi (PEP) 0.1 $380k 2.2k 169.40
Lowe's Companies (LOW) 0.1 $379k 1.8k 207.89
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $372k 8.5k 43.78
Ishares Tr Core Total Usd (IUSB) 0.1 $363k 8.3k 43.72
Chevron Corporation (CVX) 0.1 $355k 2.1k 168.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $353k 824.00 427.73
Pfizer (PFE) 0.1 $351k 11k 33.17
UnitedHealth (UNH) 0.1 $347k 687.00 504.35
Visa Com Cl A (V) 0.1 $320k 1.4k 229.97
Proshares Tr Short S&p 500 Ne (SH) 0.1 $320k 22k 14.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $316k 1.8k 171.45
Eli Lilly & Co. (LLY) 0.1 $309k 575.00 537.58
Advanced Micro Devices (AMD) 0.1 $307k 3.0k 102.81
Mastercard Incorporated Cl A (MA) 0.1 $304k 769.00 395.68
Wal-Mart Stores (WMT) 0.1 $304k 1.9k 159.96
Merck & Co (MRK) 0.1 $291k 2.8k 102.94
Duke Energy Corp Com New (DUK) 0.1 $286k 3.2k 88.26
Oracle Corporation (ORCL) 0.1 $282k 2.7k 105.93
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $277k 14k 19.39
Abbott Laboratories (ABT) 0.1 $275k 2.8k 96.87
Ishares Tr Rus 1000 Etf (IWB) 0.1 $261k 1.1k 234.95
Boeing Company (BA) 0.1 $255k 1.3k 191.62
Thermo Fisher Scientific (TMO) 0.1 $246k 485.00 506.19
Cisco Systems (CSCO) 0.0 $233k 4.3k 53.76
Adobe Systems Incorporated (ADBE) 0.0 $228k 448.00 509.74
Fulton Financial (FULT) 0.0 $225k 19k 12.11
New Jersey Resources Corporation (NJR) 0.0 $222k 5.5k 40.63
Costco Wholesale Corporation (COST) 0.0 $222k 392.00 565.68
Nucor Corporation (NUE) 0.0 $217k 1.4k 156.30
Walt Disney Company (DIS) 0.0 $214k 2.6k 81.05
Broadcom (AVGO) 0.0 $214k 258.00 829.10
General Electric Com New (GE) 0.0 $212k 1.9k 110.53
Starbucks Corporation (SBUX) 0.0 $212k 2.3k 91.26
Automatic Data Processing (ADP) 0.0 $212k 879.00 240.57
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $209k 4.5k 46.55
Altria (MO) 0.0 $203k 4.8k 42.05
Ford Motor Company (F) 0.0 $130k 10k 12.42