| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 12.0% |
| ISHARES TR | 19 | Q2 2024 | 14.0% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 17.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 6.6% |
| ISHARES TR | 19 | Q2 2024 | 7.1% |
| ISHARES TR | 19 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 5.1% |
| APPLE INC | 19 | Q2 2024 | 1.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 1.6% |
| ISHARES TR | 19 | Q2 2024 | 1.2% |
View Meridian Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Meridian Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.