Meridian Wealth Partners

Meridian Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 106 positions in its portfolio as reported in the December 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) 15.0 $99M 2.9M 34.59
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.3 $75M 1.8M 40.49
Ishares Tr Core Us Aggbd Et (AGG) 11.3 $74M 767k 96.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.5 $69M 3.0M 23.18
Dimensional Etf Trust World Ex Us Core (DFAX) 3.8 $25M 1.0M 24.86
Ishares Tr National Mun Etf (MUB) 3.6 $24M 220k 106.55
Ishares Tr Mbs Etf (MBB) 3.2 $21M 230k 91.68
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $20M 210k 96.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $20M 877k 22.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $20M 111k 178.08
Ishares Tr Msci Usa Value (VLUE) 2.7 $18M 167k 105.61
Ishares Tr Core Msci Total (IXUS) 2.7 $18M 265k 66.14
Ishares Tr S&p 500 Grwt Etf (IVW) 2.6 $17M 168k 101.53
PPG Industries (PPG) 2.4 $16M 130k 119.45
Ishares Core Msci Emkt (IEMG) 1.9 $13M 242k 52.22
Apple (AAPL) 1.7 $11M 45k 250.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.6 $11M 449k 24.06
Ishares Tr Russell 2000 Etf (IWM) 1.4 $9.3M 42k 220.96
Ishares Tr Eafe Value Etf (EFV) 1.3 $8.9M 169k 52.47
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $8.6M 81k 105.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $7.6M 273k 27.71
Ishares Tr Core S&p500 Etf (IVV) 0.8 $5.1M 8.7k 588.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $4.7M 95k 50.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.4M 15k 289.81
Microsoft Corporation (MSFT) 0.5 $3.2M 7.5k 421.48
NVIDIA Corporation (NVDA) 0.5 $3.1M 23k 134.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.5M 44k 57.41
Home Depot (HD) 0.4 $2.4M 6.2k 388.99
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.4M 37k 65.08
Amazon (AMZN) 0.3 $2.0M 9.1k 219.38
Meridian Bank (MRBK) 0.3 $2.0M 144k 13.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.6k 538.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.7M 61k 27.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.6M 8.4k 189.29
Meta Platforms Cl A (META) 0.2 $1.6M 2.7k 585.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.5M 26k 58.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.5M 11k 128.62
Ishares Tr Core Total Usd (IUSB) 0.2 $1.4M 31k 45.20
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.4M 5.7k 240.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.3M 18k 71.91
Texas Instruments Incorporated (TXN) 0.2 $1.3M 6.9k 187.51
Abbvie (ABBV) 0.1 $928k 5.2k 177.71
Tesla Motors (TSLA) 0.1 $913k 2.3k 403.84
S&p Global (SPGI) 0.1 $913k 1.8k 498.13
Broadcom (AVGO) 0.1 $894k 3.9k 231.86
JPMorgan Chase & Co. (JPM) 0.1 $811k 3.4k 239.73
Exxon Mobil Corporation (XOM) 0.1 $781k 7.3k 107.56
Alphabet Cap Stk Cl C (GOOG) 0.1 $775k 4.1k 190.44
Procter & Gamble Company (PG) 0.1 $765k 4.6k 167.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $741k 3.9k 189.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $672k 30k 22.70
Wells Fargo & Company (WFC) 0.1 $632k 9.0k 70.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $618k 2.6k 242.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $581k 12k 47.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $568k 2.9k 195.82
S&T Ban (STBA) 0.1 $545k 14k 38.22
McDonald's Corporation (MCD) 0.1 $537k 1.9k 289.89
Fulton Financial (FULT) 0.1 $532k 28k 19.28
Eli Lilly & Co. (LLY) 0.1 $519k 672.00 771.62
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $512k 1.9k 264.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $504k 20k 25.86
Wal-Mart Stores (WMT) 0.1 $495k 5.5k 90.35
Visa Com Cl A (V) 0.1 $476k 1.5k 315.97
Ishares Esg Awr Msci Em (ESGE) 0.1 $475k 14k 33.39
Lowe's Companies (LOW) 0.1 $462k 1.9k 246.76
UnitedHealth (UNH) 0.1 $443k 875.00 505.67
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $432k 7.4k 58.18
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $430k 9.5k 45.34
Johnson & Johnson (JNJ) 0.1 $422k 2.9k 144.62
Prologis (PLD) 0.1 $413k 3.9k 105.71
Mastercard Incorporated Cl A (MA) 0.1 $410k 778.00 526.69
Oracle Corporation (ORCL) 0.1 $401k 2.4k 166.64
Vanguard Index Fds Value Etf (VTV) 0.1 $387k 2.3k 169.30
Abbott Laboratories (ABT) 0.1 $386k 3.4k 113.12
Costco Wholesale Corporation (COST) 0.1 $374k 408.00 916.27
Bank of America Corporation (BAC) 0.1 $371k 8.5k 43.95
Morgan Stanley Com New (MS) 0.1 $371k 2.9k 125.72
Advanced Micro Devices (AMD) 0.1 $364k 3.0k 120.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $360k 615.00 586.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $358k 1.1k 322.22
Vanguard Index Fds Growth Etf (VUG) 0.1 $356k 867.00 410.44
Duke Energy Corp Com New (DUK) 0.1 $342k 3.2k 107.74
Comcast Corp Cl A (CMCSA) 0.1 $330k 8.8k 37.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $320k 13k 24.29
Netflix (NFLX) 0.0 $315k 353.00 891.27
Chevron Corporation (CVX) 0.0 $312k 2.2k 144.86
Merck & Co (MRK) 0.0 $295k 3.0k 99.49
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $287k 4.5k 63.75
Automatic Data Processing (ADP) 0.0 $286k 977.00 292.73
salesforce (CRM) 0.0 $279k 834.00 334.46
Coca-Cola Company (KO) 0.0 $266k 4.3k 62.26
PNC Financial Services (PNC) 0.0 $259k 1.3k 192.87
Raytheon Technologies Corp (RTX) 0.0 $258k 2.2k 115.70
Boeing Company (BA) 0.0 $256k 1.4k 176.96
New Jersey Resources Corporation (NJR) 0.0 $254k 5.5k 46.65
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $251k 4.3k 58.00
Servicenow (NOW) 0.0 $236k 223.00 1058.62
Walt Disney Company (DIS) 0.0 $231k 2.1k 111.36
Thermo Fisher Scientific (TMO) 0.0 $230k 442.00 520.23
Ishares Tr Russell 3000 Etf (IWV) 0.0 $227k 680.00 334.46
Philip Morris International (PM) 0.0 $214k 1.8k 120.37
Cisco Systems (CSCO) 0.0 $214k 3.6k 59.21
Select Sector Spdr Tr Technology (XLK) 0.0 $210k 904.00 232.49
Public Service Enterprise (PEG) 0.0 $206k 2.4k 84.50
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $204k 3.9k 52.02
Pepsi (PEP) 0.0 $200k 1.3k 152.10