Meridian Wealth Partners

Meridian Wealth Partners as of March 31, 2025

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 103 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.5 $91M 2.7M 32.99
Ishares Tr Core Us Aggbd Et (AGG) 12.1 $76M 769k 98.92
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.1 $70M 1.8M 38.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.4 $65M 2.9M 22.08
Dimensional Etf Trust World Ex Us Core (DFAX) 4.0 $25M 949k 26.20
Ishares Tr Mbs Etf (MBB) 3.5 $22M 231k 93.78
Ishares Tr National Mun Etf (MUB) 3.4 $21M 200k 105.44
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $21M 207k 100.00
Ishares Tr Core Msci Total (IXUS) 3.0 $19M 266k 69.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $19M 108k 170.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.9 $18M 855k 21.53
Ishares Tr Msci Usa Value (VLUE) 2.9 $18M 169k 106.65
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $15M 165k 92.83
PPG Industries (PPG) 2.3 $14M 129k 109.35
Ishares Core Msci Emkt (IEMG) 2.1 $13M 241k 53.97
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $11M 447k 24.34
Ishares Tr Eafe Value Etf (EFV) 1.6 $9.8M 167k 58.94
Apple (AAPL) 1.4 $8.8M 40k 222.13
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $8.0M 76k 105.60
Ishares Tr Russell 2000 Etf (IWM) 1.3 $8.0M 40k 199.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $6.9M 265k 26.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $4.7M 95k 49.62
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.6M 8.2k 561.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.8M 14k 274.84
Microsoft Corporation (MSFT) 0.4 $2.6M 7.0k 375.40
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.6M 44k 59.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.3M 38k 60.66
Home Depot (HD) 0.4 $2.2M 6.1k 366.48
NVIDIA Corporation (NVDA) 0.3 $2.2M 20k 108.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.8M 66k 27.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 3.4k 513.93
Meridian Bank (MRBK) 0.3 $1.7M 120k 14.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.6M 26k 62.10
Meta Platforms Cl A (META) 0.2 $1.5M 2.5k 576.44
Amazon (AMZN) 0.2 $1.4M 7.4k 190.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 12k 122.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.3M 18k 73.45
Texas Instruments Incorporated (TXN) 0.2 $1.2M 6.8k 179.70
Ishares Tr Core Total Usd (IUSB) 0.2 $1.2M 26k 46.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M 7.4k 154.65
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 5.1k 221.74
Abbvie (ABBV) 0.2 $1.0M 4.9k 209.53
S&p Global (SPGI) 0.1 $909k 1.8k 508.21
Exxon Mobil Corporation (XOM) 0.1 $799k 6.7k 118.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
JPMorgan Chase & Co. (JPM) 0.1 $782k 3.2k 245.28
Spdr Gold Tr Gold Shs (GLD) 0.1 $735k 2.6k 288.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $689k 30k 23.16
Broadcom (AVGO) 0.1 $647k 3.9k 167.44
Wells Fargo & Company (WFC) 0.1 $630k 8.8k 71.79
Procter & Gamble Company (PG) 0.1 $623k 3.7k 170.42
Community Bank System (CBU) 0.1 $622k 11k 56.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $601k 3.8k 156.23
Tesla Motors (TSLA) 0.1 $586k 2.3k 259.16
McDonald's Corporation (MCD) 0.1 $553k 1.8k 312.37
S&T Ban (STBA) 0.1 $528k 14k 37.05
Eli Lilly & Co. (LLY) 0.1 $516k 625.00 825.47
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $504k 2.9k 172.26
Fulton Financial (FULT) 0.1 $499k 28k 18.09
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $497k 2.6k 193.98
Visa Com Cl A (V) 0.1 $495k 1.4k 350.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $453k 1.8k 258.62
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $445k 9.6k 46.31
Lowe's Companies (LOW) 0.1 $442k 1.9k 233.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $440k 7.5k 58.69
Ishares Esg Awr Msci Em (ESGE) 0.1 $434k 12k 34.95
Abbott Laboratories (ABT) 0.1 $429k 3.2k 132.66
Prologis (PLD) 0.1 $428k 3.8k 111.80
Johnson & Johnson (JNJ) 0.1 $428k 2.6k 165.84
UnitedHealth (UNH) 0.1 $413k 789.00 523.53
Wal-Mart Stores (WMT) 0.1 $413k 4.7k 87.79
Costco Wholesale Corporation (COST) 0.1 $390k 412.00 945.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $388k 17k 23.43
Duke Energy Corp Com New (DUK) 0.1 $377k 3.1k 121.97
Mastercard Incorporated Cl A (MA) 0.1 $356k 650.00 548.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $355k 635.00 559.40
Ishares Tr Rus 1000 Etf (IWB) 0.1 $341k 1.1k 306.80
Bank of America Corporation (BAC) 0.1 $330k 7.9k 41.73
Vanguard Index Fds Value Etf (VTV) 0.1 $329k 1.9k 172.74
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $327k 13k 24.86
Philip Morris International (PM) 0.1 $317k 2.0k 158.76
Oracle Corporation (ORCL) 0.1 $317k 2.3k 139.81
Advanced Micro Devices (AMD) 0.0 $307k 3.0k 102.74
Netflix (NFLX) 0.0 $303k 325.00 932.47
Comcast Corp Cl A (CMCSA) 0.0 $285k 7.7k 36.90
Automatic Data Processing (ADP) 0.0 $277k 908.00 305.53
Raytheon Technologies Corp (RTX) 0.0 $273k 2.1k 132.44
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $272k 4.5k 60.48
Vanguard Index Fds Growth Etf (VUG) 0.0 $271k 732.00 370.82
Boeing Company (BA) 0.0 $264k 1.5k 170.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $255k 4.3k 59.40
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $241k 4.6k 52.38
Coca-Cola Company (KO) 0.0 $240k 3.3k 71.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $233k 4.6k 50.83
PNC Financial Services (PNC) 0.0 $227k 1.3k 175.79
Chevron Corporation (CVX) 0.0 $219k 1.3k 167.33
Thermo Fisher Scientific (TMO) 0.0 $214k 430.00 497.60
Merck & Co (MRK) 0.0 $213k 2.4k 89.77
Ishares Tr Russell 3000 Etf (IWV) 0.0 $207k 650.00 317.85
Waste Management (WM) 0.0 $206k 889.00 231.60
Linde SHS (LIN) 0.0 $204k 438.00 466.00
New Jersey Resources Corporation (NJR) 0.0 $203k 4.1k 49.06
Cisco Systems (CSCO) 0.0 $202k 3.3k 61.72