Meridian Wealth Partners, LLC Top Holdings and 13F Report (2024) About Meridian Wealth Partners, LLCInvestment ActivityMeridian 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 $99,289,319iShares Core U.S. Aggregate Bond ETF $74,430,136Dimensional US Core Equity Market ETF $72,619,062Schwab US Large-Cap ETF $67,418,666Dimensional World ex U.S. Core Equity 2 ETF $27,150,486 Largest New Holdings this Quarter iShares MSCI EAFE Growth ETF $21,541,842 HoldingiShares S&P 500 Growth ETF $15,677,179 HoldingiShares MSCI EAFE Value ETF $9,424,450 HoldingDimensional U.S. Small Cap ETF $2,209,910 HoldingSchwab 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 TimeMap of 500 Largest Holdings ofMeridian Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$99,289,319$1,031,443 ▼-1.0%2,895,57715.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$74,430,136$7,864,631 ▲11.8%734,96711.6%FinanceDFAUDimensional US Core Equity Market ETF$72,619,062$3,047,280 ▼-4.0%1,829,65611.3%ETFSCHXSchwab US Large-Cap ETF$67,418,666$3,689,750 ▼-5.2%993,64310.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$27,150,486$263,969 ▼-1.0%1,005,2014.2%ETFMUBiShares National Muni Bond ETF$23,888,824$409,970 ▼-1.7%219,9103.7%ETFEFGiShares MSCI EAFE Growth ETF$21,541,842$21,541,842 ▲New Holding200,1103.4%ETFMBBiShares MBS ETF$21,440,578$3,087,385 ▲16.8%223,7823.3%ETFQUALiShares MSCI USA Quality Factor ETF$19,633,028$1,435,120 ▼-6.8%109,4983.1%ETFSCHBSchwab US Broad Market ETF$19,338,932$431,914 ▲2.3%290,7243.0%ETFIXUSiShares Core MSCI Total International Stock ETF$18,364,348$271,709 ▲1.5%252,8482.9%ManufacturingVLUEiShares MSCI USA Value Factor ETF$17,660,901$1,079,388 ▲6.5%161,9672.7%ETFIVWiShares S&P 500 Growth ETF$15,677,179$15,677,179 ▲New Holding163,7302.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,492,914$5,274,434 ▲64.2%235,0272.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$10,509,178$1,122,571 ▲12.0%214,5611.6%ETFEFViShares MSCI EAFE Value ETF$9,424,450$9,424,450 ▲New Holding163,8181.5%ETFIWMiShares Russell 2000 ETF$9,339,892$1,773,747 ▼-16.0%42,2831.5%FinanceSUBiShares Short-Term National Muni Bond ETF$8,756,534$1,050,219 ▼-10.7%82,4611.4%ETFAAPLApple$8,325,227$816,423 ▼-8.9%35,7311.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$7,625,068$374,652 ▼-4.7%91,7691.2%ETFIVViShares Core S&P 500 ETF$5,226,432$239,374 ▼-4.4%9,0610.8%ETFVTEBVanguard Tax-Exempt Bond ETF$5,108,256$113,128 ▲2.3%99,9270.8%ETFVTIVanguard Total Stock Market ETF$4,258,495$79,852 ▲1.9%15,0390.7%ETFMSFTMicrosoft$3,213,231$120,060 ▼-3.6%7,4670.5%Computer and TechnologyNVDANVIDIA$2,976,934$207,781 ▼-6.5%24,5140.5%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,823,198$49,329 ▼-1.7%44,8130.4%ETFHDHome Depot$2,533,028$49,032 ▼-1.9%6,2510.4%Retail/WholesaleWFCWells Fargo & Company$2,386,063$11,863 ▼-0.5%42,2390.4%FinanceDFASDimensional U.S. Small Cap ETF$2,209,910$2,209,910 ▲New Holding34,0720.3%ETFVOOVanguard S&P 500 ETF$1,907,000$6,860 ▲0.4%3,6140.3%ETFMRBKMeridian$1,819,856$794,639 ▼-30.4%143,9760.3%FinanceSCHDSchwab US Dividend Equity ETF$1,799,833$36,602 ▼-2.0%21,2920.3%ETFVXUSVanguard Total International Stock ETF$1,598,172$38,456 ▲2.5%24,6860.2%ETFAMZNAmazon.com$1,550,611$77,512 ▼-4.8%8,3220.2%Retail/WholesaleMETAMeta Platforms$1,510,288$139,693 ▼-8.5%2,6380.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,454,312$259,160 ▲21.7%30,8640.2%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$1,434,330$41,203 ▼-2.8%11,4180.2%ETFTXNTexas Instruments$1,413,363$5,577 ▲0.4%6,8420.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,362,647$26,332 ▼-1.9%5,7440.2%ETFGOOGLAlphabet$1,342,341$199,842 ▼-13.0%8,0940.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,284,306$41,836 ▼-3.2%17,0990.2%ETFABBVAbbVie$992,799$2,765 ▲0.3%5,0270.2%MedicalSPGIS&P Global$945,094$3,100 ▼-0.3%1,8290.1%Business ServicesXOMExxon Mobil$848,347$353,312 ▼-29.4%7,2370.1%Oils/EnergyJPMJPMorgan Chase & Co.$809,629$115,119 ▼-12.4%3,8400.1%FinanceVXFVanguard Extended Market ETF$757,4430.0%4,1620.1%ETFAVGOBroadcom$729,173$661,724 ▲981.1%4,2270.1%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$703,201$5,037 ▼-0.7%14,7980.1%ETFGOOGAlphabet$683,307$46,479 ▼-6.4%4,0870.1%Computer and TechnologyPGProcter & Gamble$669,765$7,794 ▼-1.2%3,8670.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$661,099$6,536 ▼-1.0%3,3380.1%ETFAMDAdvanced Micro Devices$621,864$3,282 ▼-0.5%3,7900.1%Computer and TechnologySTBAS&T Bancorp$598,1570.0%14,2520.1%FinanceLLYEli Lilly and Company$589,742$9,740 ▼-1.6%6660.1%MedicalTSLATesla$585,297$177,394 ▼-23.3%2,2370.1%Auto/Tires/TrucksMCDMcDonald's$564,867$914 ▲0.2%1,8550.1%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$548,153$112,725 ▼-17.1%15,0550.1%ManufacturingVOVanguard Mid-Cap ETF$528,452$5,540 ▼-1.0%2,0030.1%ETFUNHUnitedHealth Group$507,894$1,753 ▲0.3%8690.1%MedicalLOWLowe's Companies$506,672$4,333 ▼-0.8%1,8710.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$506,108$24,669 ▼-4.6%9,8270.1%ETFFULTFulton Financial$500,044$435 ▲0.1%27,5810.1%FinanceGLDSPDR Gold Shares$498,517$27,952 ▲5.9%2,0510.1%FinancePLDPrologis$493,779$32,582 ▼-6.2%3,9100.1%FinanceWMTWalmart$488,215$37,387 ▼-7.1%6,0460.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$434,944$30,947 ▼-6.6%8,2360.1%ETFJNJJohnson & Johnson$434,646$43,918 ▼-9.2%2,6820.1%MedicalVVisa$424,707$13,195 ▼-3.0%1,5450.1%Business ServicesORCLOracle$407,939$58,959 ▼-12.6%2,3940.1%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$400,5770.0%8,4850.1%ETFVGSHVanguard Short-Term Treasury Index ETF$392,3650.0%6,6480.1%ETFMAMastercard$379,823$48,404 ▼-11.3%7690.1%Business ServicesABTAbbott Laboratories$378,438$4,105 ▼-1.1%3,3190.1%MedicalCMCSAComcast$368,043$2,005 ▼-0.5%8,8110.1%Consumer DiscretionaryCOSTCostco Wholesale$359,925$23,049 ▼-6.0%4060.1%Retail/WholesaleDUKDuke Energy$359,276$1,153 ▲0.3%3,1160.1%UtilitiesSCHRSchwab Intermediate-Term U.S. Treasury ETF$351,923$351,923 ▲New Holding6,9550.1%ETFIWBiShares Russell 1000 ETF$349,3510.0%1,1110.1%ETFSPYSPDR S&P 500 ETF Trust$338,388$17,206 ▼-4.8%5900.1%FinanceBACBank of America$330,748$1,270 ▲0.4%8,3350.1%FinanceTMOThermo Fisher Scientific$317,327$3,711 ▼-1.2%5130.0%MedicalPEPPepsiCo$313,119$170 ▲0.1%1,8410.0%Consumer StaplesCVXChevron$302,101$58,771 ▼-16.3%2,0510.0%Oils/EnergyVTVVanguard Value ETF$290,660$27,582 ▲10.5%1,6650.0%ETFMRKMerck & Co., Inc.$290,412$39,524 ▼-12.0%2,5570.0%MedicalDFUSDimensional U.S. Equity ETF$279,6520.0%4,4960.0%ETFADPAutomatic Data Processing$268,979$553 ▼-0.2%9720.0%Business ServicesRTXRTX$267,118$4,967 ▼-1.8%2,2050.0%AerospaceKOCoca-Cola$261,403$13,940 ▼-5.1%3,6380.0%Consumer StaplesNJRNew Jersey Resources$257,240$330 ▼-0.1%5,4500.0%UtilitiesNFLXNetflix$247,521$4,965 ▼-2.0%3490.0%Consumer DiscretionaryPNCThe PNC Financial Services Group$246,617$924 ▲0.4%1,3340.0%FinanceAMATApplied Materials$230,271$230,271 ▲New Holding1,1400.0%Computer and TechnologyAMGNAmgen$228,707$33,179 ▼-12.7%7100.0%MedicalVUGVanguard Growth ETF$226,903$226,903 ▲New Holding5910.0%ETFPFEPfizer$225,974$84,769 ▼-27.3%7,8080.0%MedicalLINDE PLC$225,237$4,772 ▼-2.1%4720.0%SHSADBEAdobe$223,164$19,158 ▼-7.9%4310.0%Computer and TechnologyIWViShares Russell 3000 ETF$222,6440.0%6810.0%ETFCRMSalesforce$216,871$10,405 ▼-4.6%7920.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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