Meridian Wealth Partners, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Partners, LLC

Investment Activity

Meridian Wealth Partners, LLC has $642.99 million in total holdings as of September 30, 2024.
Meridian Wealth Partners, LLC owns shares of 108 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 10.99% of the portfolio was purchased this quarter.
About 3.81% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Partners, LLC has purchased 107 new stocks and bought additional shares in 24 stocks.
Meridian Wealth Partners, LLC sold shares of 67 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $99,289,319
iShares Core U.S. Aggregate Bond ETF: $74,430,136
Dimensional US Core Equity Market ETF: $72,619,062
Schwab US Large-Cap ETF: $67,418,666
Dimensional World ex U.S. Core Equity 2 ETF: $27,150,486

Largest New Holdings this Quarter

iShares MSCI EAFE Growth ETF: $21,541,842 Holding
iShares S&P 500 Growth ETF: $15,677,179 Holding
iShares MSCI EAFE Value ETF: $9,424,450 Holding
Dimensional U.S. Small Cap ETF: $2,209,910 Holding
Schwab Intermediate-Term U.S. Treasury ETF: $351,923 Holding

Largest Purchases this Quarter

iShares MSCI EAFE Growth ETF: 200,110 shares (about $21.54M)
iShares S&P 500 Growth ETF: 163,730 shares (about $15.68M)
iShares MSCI EAFE Value ETF: 163,818 shares (about $9.42M)
iShares Core U.S. Aggregate Bond ETF: 77,660 shares (about $7.86M)
iShares Core MSCI Emerging Markets ETF: 91,873 shares (about $5.27M)

Largest Sales this Quarter

Schwab US Large-Cap ETF: 54,381 shares (about $3.69M)
Dimensional US Core Equity Market ETF: 76,777 shares (about $3.05M)
iShares Russell 2000 ETF: 8,030 shares (about $1.77M)
iShares MSCI USA Quality Factor ETF: 8,004 shares (about $1.44M)
iShares Short-Term National Muni Bond ETF: 9,890 shares (about $1.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$99,289,319	$1,031,443 ▼	-1.0%	2,895,577	15.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$74,430,136	$7,864,631 ▲	11.8%	734,967	11.6%	Finance
DFAU Dimensional US Core Equity Market ETF	$72,619,062	$3,047,280 ▼	-4.0%	1,829,656	11.3%	ETF
SCHX Schwab US Large-Cap ETF	$67,418,666	$3,689,750 ▼	-5.2%	993,643	10.5%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$27,150,486	$263,969 ▼	-1.0%	1,005,201	4.2%	ETF
MUB iShares National Muni Bond ETF	$23,888,824	$409,970 ▼	-1.7%	219,910	3.7%	ETF
EFG iShares MSCI EAFE Growth ETF	$21,541,842	$21,541,842 ▲	New Holding	200,110	3.4%	ETF
MBB iShares MBS ETF	$21,440,578	$3,087,385 ▲	16.8%	223,782	3.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$19,633,028	$1,435,120 ▼	-6.8%	109,498	3.1%	ETF
SCHB Schwab US Broad Market ETF	$19,338,932	$431,914 ▲	2.3%	290,724	3.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$18,364,348	$271,709 ▲	1.5%	252,848	2.9%	Manufacturing
VLUE iShares MSCI USA Value Factor ETF	$17,660,901	$1,079,388 ▲	6.5%	161,967	2.7%	ETF
IVW iShares S&P 500 Growth ETF	$15,677,179	$15,677,179 ▲	New Holding	163,730	2.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$13,492,914	$5,274,434 ▲	64.2%	235,027	2.1%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$10,509,178	$1,122,571 ▲	12.0%	214,561	1.6%	ETF
EFV iShares MSCI EAFE Value ETF	$9,424,450	$9,424,450 ▲	New Holding	163,818	1.5%	ETF
IWM iShares Russell 2000 ETF	$9,339,892	$1,773,747 ▼	-16.0%	42,283	1.5%	Finance
SUB iShares Short-Term National Muni Bond ETF	$8,756,534	$1,050,219 ▼	-10.7%	82,461	1.4%	ETF
AAPL Apple	$8,325,227	$816,423 ▼	-8.9%	35,731	1.3%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$7,625,068	$374,652 ▼	-4.7%	91,769	1.2%	ETF
IVV iShares Core S&P 500 ETF	$5,226,432	$239,374 ▼	-4.4%	9,061	0.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$5,108,256	$113,128 ▲	2.3%	99,927	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$4,258,495	$79,852 ▲	1.9%	15,039	0.7%	ETF
MSFT Microsoft	$3,213,231	$120,060 ▼	-3.6%	7,467	0.5%	Computer and Technology
NVDA NVIDIA	$2,976,934	$207,781 ▼	-6.5%	24,514	0.5%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$2,823,198	$49,329 ▼	-1.7%	44,813	0.4%	ETF
HD Home Depot	$2,533,028	$49,032 ▼	-1.9%	6,251	0.4%	Retail/Wholesale
WFC Wells Fargo & Company	$2,386,063	$11,863 ▼	-0.5%	42,239	0.4%	Finance
DFAS Dimensional U.S. Small Cap ETF	$2,209,910	$2,209,910 ▲	New Holding	34,072	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,907,000	$6,860 ▲	0.4%	3,614	0.3%	ETF
MRBK Meridian	$1,819,856	$794,639 ▼	-30.4%	143,976	0.3%	Finance
SCHD Schwab US Dividend Equity ETF	$1,799,833	$36,602 ▼	-2.0%	21,292	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$1,598,172	$38,456 ▲	2.5%	24,686	0.2%	ETF
AMZN Amazon.com	$1,550,611	$77,512 ▼	-4.8%	8,322	0.2%	Retail/Wholesale
META Meta Platforms	$1,510,288	$139,693 ▼	-8.5%	2,638	0.2%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$1,454,312	$259,160 ▲	21.7%	30,864	0.2%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,434,330	$41,203 ▼	-2.8%	11,418	0.2%	ETF
TXN Texas Instruments	$1,413,363	$5,577 ▲	0.4%	6,842	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,362,647	$26,332 ▼	-1.9%	5,744	0.2%	ETF
GOOGL Alphabet	$1,342,341	$199,842 ▼	-13.0%	8,094	0.2%	Computer and Technology
BND Vanguard Total Bond Market ETF	$1,284,306	$41,836 ▼	-3.2%	17,099	0.2%	ETF
ABBV AbbVie	$992,799	$2,765 ▲	0.3%	5,027	0.2%	Medical
SPGI S&P Global	$945,094	$3,100 ▼	-0.3%	1,829	0.1%	Business Services
XOM Exxon Mobil	$848,347	$353,312 ▼	-29.4%	7,237	0.1%	Oils/Energy
JPM JPMorgan Chase & Co.	$809,629	$115,119 ▼	-12.4%	3,840	0.1%	Finance
VXF Vanguard Extended Market ETF	$757,443		0.0%	4,162	0.1%	ETF
AVGO Broadcom	$729,173	$661,724 ▲	981.1%	4,227	0.1%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$703,201	$5,037 ▼	-0.7%	14,798	0.1%	ETF
GOOG Alphabet	$683,307	$46,479 ▼	-6.4%	4,087	0.1%	Computer and Technology
PG Procter & Gamble	$669,765	$7,794 ▼	-1.2%	3,867	0.1%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$661,099	$6,536 ▼	-1.0%	3,338	0.1%	ETF
AMD Advanced Micro Devices	$621,864	$3,282 ▼	-0.5%	3,790	0.1%	Computer and Technology
STBA S&T Bancorp	$598,157		0.0%	14,252	0.1%	Finance
LLY Eli Lilly and Company	$589,742	$9,740 ▼	-1.6%	666	0.1%	Medical
TSLA Tesla	$585,297	$177,394 ▼	-23.3%	2,237	0.1%	Auto/Tires/Trucks
MCD McDonald's	$564,867	$914 ▲	0.2%	1,855	0.1%	Retail/Wholesale
ESGE iShares ESG Aware MSCI EM ETF	$548,153	$112,725 ▼	-17.1%	15,055	0.1%	Manufacturing
VO Vanguard Mid-Cap ETF	$528,452	$5,540 ▼	-1.0%	2,003	0.1%	ETF
UNH UnitedHealth Group	$507,894	$1,753 ▲	0.3%	869	0.1%	Medical
LOW Lowe's Companies	$506,672	$4,333 ▼	-0.8%	1,871	0.1%	Retail/Wholesale
SCHA Schwab US Small-Cap ETF	$506,108	$24,669 ▼	-4.6%	9,827	0.1%	ETF
FULT Fulton Financial	$500,044	$435 ▲	0.1%	27,581	0.1%	Finance
GLD SPDR Gold Shares	$498,517	$27,952 ▲	5.9%	2,051	0.1%	Finance
PLD Prologis	$493,779	$32,582 ▼	-6.2%	3,910	0.1%	Finance
WMT Walmart	$488,215	$37,387 ▼	-7.1%	6,046	0.1%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$434,944	$30,947 ▼	-6.6%	8,236	0.1%	ETF
JNJ Johnson & Johnson	$434,646	$43,918 ▼	-9.2%	2,682	0.1%	Medical
V Visa	$424,707	$13,195 ▼	-3.0%	1,545	0.1%	Business Services
ORCL Oracle	$407,939	$58,959 ▼	-12.6%	2,394	0.1%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$400,577		0.0%	8,485	0.1%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$392,365		0.0%	6,648	0.1%	ETF
MA Mastercard	$379,823	$48,404 ▼	-11.3%	769	0.1%	Business Services
ABT Abbott Laboratories	$378,438	$4,105 ▼	-1.1%	3,319	0.1%	Medical
CMCSA Comcast	$368,043	$2,005 ▼	-0.5%	8,811	0.1%	Consumer Discretionary
COST Costco Wholesale	$359,925	$23,049 ▼	-6.0%	406	0.1%	Retail/Wholesale
DUK Duke Energy	$359,276	$1,153 ▲	0.3%	3,116	0.1%	Utilities
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$351,923	$351,923 ▲	New Holding	6,955	0.1%	ETF
IWB iShares Russell 1000 ETF	$349,351		0.0%	1,111	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$338,388	$17,206 ▼	-4.8%	590	0.1%	Finance
BAC Bank of America	$330,748	$1,270 ▲	0.4%	8,335	0.1%	Finance
TMO Thermo Fisher Scientific	$317,327	$3,711 ▼	-1.2%	513	0.0%	Medical
PEP PepsiCo	$313,119	$170 ▲	0.1%	1,841	0.0%	Consumer Staples
CVX Chevron	$302,101	$58,771 ▼	-16.3%	2,051	0.0%	Oils/Energy
VTV Vanguard Value ETF	$290,660	$27,582 ▲	10.5%	1,665	0.0%	ETF
MRK Merck & Co., Inc.	$290,412	$39,524 ▼	-12.0%	2,557	0.0%	Medical
DFUS Dimensional U.S. Equity ETF	$279,652		0.0%	4,496	0.0%	ETF
ADP Automatic Data Processing	$268,979	$553 ▼	-0.2%	972	0.0%	Business Services
RTX RTX	$267,118	$4,967 ▼	-1.8%	2,205	0.0%	Aerospace
KO Coca-Cola	$261,403	$13,940 ▼	-5.1%	3,638	0.0%	Consumer Staples
NJR New Jersey Resources	$257,240	$330 ▼	-0.1%	5,450	0.0%	Utilities
NFLX Netflix	$247,521	$4,965 ▼	-2.0%	349	0.0%	Consumer Discretionary
PNC The PNC Financial Services Group	$246,617	$924 ▲	0.4%	1,334	0.0%	Finance
AMAT Applied Materials	$230,271	$230,271 ▲	New Holding	1,140	0.0%	Computer and Technology
AMGN Amgen	$228,707	$33,179 ▼	-12.7%	710	0.0%	Medical
VUG Vanguard Growth ETF	$226,903	$226,903 ▲	New Holding	591	0.0%	ETF
PFE Pfizer	$225,974	$84,769 ▼	-27.3%	7,808	0.0%	Medical
LINDE PLC	$225,237	$4,772 ▼	-2.1%	472	0.0%	SHS
ADBE Adobe	$223,164	$19,158 ▼	-7.9%	431	0.0%	Computer and Technology
IWV iShares Russell 3000 ETF	$222,644		0.0%	681	0.0%	ETF
CRM Salesforce	$216,871	$10,405 ▼	-4.6%	792	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2024)

About Meridian Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools