Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2024

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 108 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.4 $99M 2.9M 34.29
Ishares Tr Core Us Aggbd Et (AGG) 11.6 $74M 735k 101.27
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.3 $73M 1.8M 39.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.5 $67M 994k 67.85
Dimensional Etf Trust World Ex Us Core (DFAX) 4.2 $27M 1.0M 27.01
Ishares Tr National Mun Etf (MUB) 3.7 $24M 220k 108.63
Ishares Tr Eafe Grwth Etf (EFG) 3.4 $22M 200k 107.65
Ishares Tr Mbs Etf (MBB) 3.3 $21M 224k 95.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $20M 110k 179.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $19M 291k 66.52
Ishares Tr Core Msci Total (IXUS) 2.9 $18M 253k 72.63
Ishares Tr Msci Usa Value (VLUE) 2.7 $18M 162k 109.04
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $16M 164k 95.75
Ishares Core Msci Emkt (IEMG) 2.1 $14M 235k 57.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $11M 215k 48.98
Ishares Tr Eafe Value Etf (EFV) 1.5 $9.4M 164k 57.53
Ishares Tr Russell 2000 Etf (IWM) 1.5 $9.3M 42k 220.89
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $8.8M 83k 106.19
Apple (AAPL) 1.3 $8.3M 36k 233.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $7.6M 92k 83.09
Ishares Tr Core S&p500 Etf (IVV) 0.8 $5.2M 9.1k 576.81
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $5.1M 100k 51.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.3M 15k 283.16
Microsoft Corporation (MSFT) 0.5 $3.2M 7.5k 430.32
NVIDIA Corporation (NVDA) 0.5 $3.0M 25k 121.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.8M 45k 63.00
Home Depot (HD) 0.4 $2.5M 6.3k 405.22
Wells Fargo & Company (WFC) 0.4 $2.4M 42k 56.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $2.2M 34k 64.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.6k 527.67
Meridian Bank (MRBK) 0.3 $1.8M 144k 12.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.8M 21k 84.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.6M 25k 64.74
Amazon (AMZN) 0.2 $1.6M 8.3k 186.33
Meta Platforms Cl A (META) 0.2 $1.5M 2.6k 572.51
Ishares Tr Core Total Usd (IUSB) 0.2 $1.5M 31k 47.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 11k 125.62
Texas Instruments Incorporated (TXN) 0.2 $1.4M 6.8k 206.57
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.4M 5.7k 237.23
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 8.1k 165.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.3M 17k 75.11
Abbvie (ABBV) 0.2 $993k 5.0k 197.49
S&p Global (SPGI) 0.1 $945k 1.8k 516.73
Exxon Mobil Corporation (XOM) 0.1 $848k 7.2k 117.22
JPMorgan Chase & Co. (JPM) 0.1 $810k 3.8k 210.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $757k 4.2k 181.99
Broadcom (AVGO) 0.1 $729k 4.2k 172.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $703k 15k 47.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $683k 4.1k 167.19
Procter & Gamble Company (PG) 0.1 $670k 3.9k 173.20
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $661k 3.3k 198.05
Advanced Micro Devices (AMD) 0.1 $622k 3.8k 164.08
S&T Ban (STBA) 0.1 $598k 14k 41.97
Eli Lilly & Co. (LLY) 0.1 $590k 666.00 885.50
Tesla Motors (TSLA) 0.1 $585k 2.2k 261.64
McDonald's Corporation (MCD) 0.1 $565k 1.9k 304.51
Ishares Esg Awr Msci Em (ESGE) 0.1 $548k 15k 36.41
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $529k 2.0k 263.83
UnitedHealth (UNH) 0.1 $508k 869.00 584.46
Lowe's Companies (LOW) 0.1 $507k 1.9k 270.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $506k 9.8k 51.50
Fulton Financial (FULT) 0.1 $500k 28k 18.13
Spdr Gold Tr Gold Shs (GLD) 0.1 $499k 2.1k 243.06
Prologis (PLD) 0.1 $494k 3.9k 126.29
Wal-Mart Stores (WMT) 0.1 $488k 6.0k 80.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $435k 8.2k 52.81
Johnson & Johnson (JNJ) 0.1 $435k 2.7k 162.06
Visa Com Cl A (V) 0.1 $425k 1.5k 274.89
Oracle Corporation (ORCL) 0.1 $408k 2.4k 170.40
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $401k 8.5k 47.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $392k 6.6k 59.02
Mastercard Incorporated Cl A (MA) 0.1 $380k 769.00 493.92
Abbott Laboratories (ABT) 0.1 $378k 3.3k 114.02
Comcast Corp Cl A (CMCSA) 0.1 $368k 8.8k 41.77
Costco Wholesale Corporation (COST) 0.1 $360k 406.00 886.51
Duke Energy Corp Com New (DUK) 0.1 $359k 3.1k 115.30
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $352k 7.0k 50.60
Ishares Tr Rus 1000 Etf (IWB) 0.1 $349k 1.1k 314.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $338k 590.00 573.54
Bank of America Corporation (BAC) 0.1 $331k 8.3k 39.68
Thermo Fisher Scientific (TMO) 0.0 $317k 513.00 618.57
Pepsi (PEP) 0.0 $313k 1.8k 170.08
Chevron Corporation (CVX) 0.0 $302k 2.1k 147.29
Vanguard Index Fds Value Etf (VTV) 0.0 $291k 1.7k 174.57
Merck & Co (MRK) 0.0 $290k 2.6k 113.58
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $280k 4.5k 62.20
Automatic Data Processing (ADP) 0.0 $269k 972.00 276.73
Raytheon Technologies Corp (RTX) 0.0 $267k 2.2k 121.14
Coca-Cola Company (KO) 0.0 $261k 3.6k 71.85
New Jersey Resources Corporation (NJR) 0.0 $257k 5.5k 47.20
Netflix (NFLX) 0.0 $248k 349.00 709.23
PNC Financial Services (PNC) 0.0 $247k 1.3k 184.87
Applied Materials (AMAT) 0.0 $230k 1.1k 201.99
Amgen (AMGN) 0.0 $229k 710.00 322.12
Vanguard Index Fds Growth Etf (VUG) 0.0 $227k 591.00 383.93
Pfizer (PFE) 0.0 $226k 7.8k 28.94
Linde SHS (LIN) 0.0 $225k 472.00 477.20
Adobe Systems Incorporated (ADBE) 0.0 $223k 431.00 517.78
Ishares Tr Russell 3000 Etf (IWV) 0.0 $223k 681.00 326.94
salesforce (CRM) 0.0 $217k 792.00 273.83
Public Service Enterprise (PEG) 0.0 $216k 2.4k 89.22
Ge Aerospace Com New (GE) 0.0 $215k 1.1k 188.52
Nucor Corporation (NUE) 0.0 $208k 1.4k 150.34
Philip Morris International (PM) 0.0 $208k 1.7k 121.42
Select Sector Spdr Tr Technology (XLK) 0.0 $204k 903.00 225.73
Nextera Energy (NEE) 0.0 $203k 2.4k 84.54
Te Connectivity Ord Shs (TEL) 0.0 $201k 1.3k 150.99
Boeing Company (BA) 0.0 $201k 1.3k 152.00