$160 Million is the total value of Meridian Wealth Partners, LLC's 243 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $25,140,000 | – | 498,027 | +100.0% | 15.66% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $19,279,000 | – | 250,999 | +100.0% | 12.01% | – |
MUB | New | ISHARES TRnational mun etf | $19,005,000 | – | 166,843 | +100.0% | 11.84% | – |
IXUS | New | ISHARES TRcore msci total | $11,320,000 | – | 182,877 | +100.0% | 7.05% | – |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $10,584,000 | – | 137,665 | +100.0% | 6.60% | – |
SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $9,933,000 | – | 295,374 | +100.0% | 6.19% | – |
SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $8,246,000 | – | 137,087 | +100.0% | 5.14% | – |
USMV | New | ISHARES TRmsci min vol etf | $7,554,000 | – | 115,152 | +100.0% | 4.71% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,927,000 | – | 133,277 | +100.0% | 3.69% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $3,230,000 | – | 117,999 | +100.0% | 2.01% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,615,000 | – | 15,982 | +100.0% | 1.63% | – |
SUB | New | ISHARES TRshrt nat mun etf | $2,548,000 | – | 23,866 | +100.0% | 1.59% | – |
WFC | New | WELLS FARGO CO NEW | $2,163,000 | – | 40,203 | +100.0% | 1.35% | – |
AAPL | New | APPLE INC | $1,479,000 | – | 5,037 | +100.0% | 0.92% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,273,000 | – | 23,676 | +100.0% | 0.79% | – |
XOM | New | EXXON MOBIL CORP | $1,215,000 | – | 17,407 | +100.0% | 0.76% | – |
LMT | New | LOCKHEED MARTIN CORP | $1,199,000 | – | 3,078 | +100.0% | 0.75% | – |
MRBK | New | MERIDIAN BK PAOLI PA | $1,149,000 | – | 56,924 | +100.0% | 0.72% | – |
HD | New | HOME DEPOT INC | $1,077,000 | – | 4,929 | +100.0% | 0.67% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $841,000 | – | 14,521 | +100.0% | 0.52% | – |
TXN | New | TEXAS INSTRS INC | $824,000 | – | 6,423 | +100.0% | 0.51% | – |
CBU | New | COMMUNITY BK SYS INC | $770,000 | – | 10,853 | +100.0% | 0.48% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $747,000 | – | 3,295 | +100.0% | 0.46% | – |
VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $723,000 | – | 16,402 | +100.0% | 0.45% | – |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $716,000 | – | 9,467 | +100.0% | 0.45% | – |
ABT | New | ABBOTT LABS | $665,000 | – | 7,660 | +100.0% | 0.41% | – |
BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $645,000 | – | 7,693 | +100.0% | 0.40% | – |
MSFT | New | MICROSOFT CORP | $591,000 | – | 3,747 | +100.0% | 0.37% | – |
IVV | New | ISHARES TRcore s&p500 etf | $475,000 | – | 1,469 | +100.0% | 0.30% | – |
T | New | AT&T INC | $447,000 | – | 11,421 | +100.0% | 0.28% | – |
SPGI | New | S&P GLOBAL INC | $437,000 | – | 1,600 | +100.0% | 0.27% | – |
PG | New | PROCTER & GAMBLE CO | $399,000 | – | 3,199 | +100.0% | 0.25% | – |
BA | New | BOEING CO | $366,000 | – | 1,124 | +100.0% | 0.23% | – |
VXUS | New | VANGUARD STAR FDvg tl intl stk f | $336,000 | – | 6,041 | +100.0% | 0.21% | – |
JNK | New | SPDR SERIES TRUSTbloomberg brclys | $326,000 | – | 2,979 | +100.0% | 0.20% | – |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $315,000 | – | 5,899 | +100.0% | 0.20% | – |
CL | New | COLGATE PALMOLIVE CO | $306,000 | – | 4,451 | +100.0% | 0.19% | – |
CMCSA | New | COMCAST CORP NEWcl a | $303,000 | – | 6,750 | +100.0% | 0.19% | – |
FULT | New | FULTON FINL CORP PA | $302,000 | – | 17,325 | +100.0% | 0.19% | – |
FB | New | FACEBOOK INCcl a | $302,000 | – | 1,471 | +100.0% | 0.19% | – |
PEP | New | PEPSICO INC | $298,000 | – | 2,181 | +100.0% | 0.19% | – |
BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $287,000 | – | 3,560 | +100.0% | 0.18% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $283,000 | – | 880 | +100.0% | 0.18% | – |
MCD | New | MCDONALDS CORP | $275,000 | – | 1,390 | +100.0% | 0.17% | – |
AMZN | New | AMAZON COM INC | $270,000 | – | 146 | +100.0% | 0.17% | – |
VOO | New | VANGUARD INDEX FDS | $264,000 | – | 894 | +100.0% | 0.16% | – |
PFE | New | PFIZER INC | $263,000 | – | 6,713 | +100.0% | 0.16% | – |
JPM | New | JPMORGAN CHASE & CO | $262,000 | – | 1,882 | +100.0% | 0.16% | – |
JNJ | New | JOHNSON & JOHNSON | $261,000 | – | 1,789 | +100.0% | 0.16% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $258,000 | – | 2,955 | +100.0% | 0.16% | – |
NJR | New | NEW JERSEY RES | $249,000 | – | 5,592 | +100.0% | 0.16% | – |
GOVT | New | ISHARES TRus treas bd etf | $239,000 | – | 9,201 | +100.0% | 0.15% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $236,000 | – | 3,998 | +100.0% | 0.15% | – |
MO | New | ALTRIA GROUP INC | $234,000 | – | 4,681 | +100.0% | 0.15% | – |
SBUX | New | STARBUCKS CORP | $220,000 | – | 2,507 | +100.0% | 0.14% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $219,000 | – | 163 | +100.0% | 0.14% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $217,000 | – | 1,451 | +100.0% | 0.14% | – |
INTC | New | INTEL CORP | $211,000 | – | 3,521 | +100.0% | 0.13% | – |
IEFA | New | ISHARES TRcore msci eafe | $204,000 | – | 3,126 | +100.0% | 0.13% | – |
NEE | New | NEXTERA ENERGY INC | $201,000 | – | 831 | +100.0% | 0.12% | – |
GLD | New | SPDR GOLD TRUST | $201,000 | – | 1,404 | +100.0% | 0.12% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $190,000 | – | 1,069 | +100.0% | 0.12% | – |
DIS | New | DISNEY WALT CO | $186,000 | – | 1,290 | +100.0% | 0.12% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $182,000 | – | 1,590 | +100.0% | 0.11% | – |
EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $182,000 | – | 5,355 | +100.0% | 0.11% | – |
LOW | New | LOWES COS INC | $179,000 | – | 1,501 | +100.0% | 0.11% | – |
IWB | New | ISHARES TRrus 1000 etf | $178,000 | – | 1,000 | +100.0% | 0.11% | – |
VIG | New | VANGUARD GROUPdiv app etf | $166,000 | – | 1,335 | +100.0% | 0.10% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $166,000 | – | 2,700 | +100.0% | 0.10% | – |
GE | New | GENERAL ELECTRIC CO | $159,000 | – | 14,223 | +100.0% | 0.10% | – |
TSLA | New | TESLA INC | $154,000 | – | 367 | +100.0% | 0.10% | – |
LBAI | New | LAKELAND BANCORP INC | $153,000 | – | 8,776 | +100.0% | 0.10% | – |
WMT | New | WALMART INC | $151,000 | – | 1,268 | +100.0% | 0.09% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $150,000 | – | 1,119 | +100.0% | 0.09% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $148,000 | – | 696 | +100.0% | 0.09% | – |
ARCC | New | ARES CAP CORP | $141,000 | – | 7,584 | +100.0% | 0.09% | – |
CSCO | New | CISCO SYS INC | $142,000 | – | 2,965 | +100.0% | 0.09% | – |
MA | New | MASTERCARD INCcl a | $136,000 | – | 452 | +100.0% | 0.08% | – |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $137,000 | – | 2,780 | +100.0% | 0.08% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $128,000 | – | 340 | +100.0% | 0.08% | – |
CVX | New | CHEVRON CORP NEW | $124,000 | – | 1,032 | +100.0% | 0.08% | – |
SCI | New | SERVICE CORP INTL | $120,000 | – | 2,615 | +100.0% | 0.08% | – |
XLE | New | SELECT SECTOR SPDR TRenergy | $113,000 | – | 1,875 | +100.0% | 0.07% | – |
IJR | New | ISHARES TRcore s&p scp etf | $109,000 | – | 1,295 | +100.0% | 0.07% | – |
HRL | New | HORMEL FOODS CORP | $108,000 | – | 2,386 | +100.0% | 0.07% | – |
GOOG | New | ALPHABET INCcap stk cl c | $103,000 | – | 77 | +100.0% | 0.06% | – |
VHT | New | VANGUARD WORLD FDShealth car etf | $103,000 | – | 535 | +100.0% | 0.06% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $99,000 | – | 598 | +100.0% | 0.06% | – |
IBDC | New | ISHARES TRibonds mar20 etf | $100,000 | – | 3,840 | +100.0% | 0.06% | – |
ORCL | New | ORACLE CORP | $96,000 | – | 1,816 | +100.0% | 0.06% | – |
SGEN | New | SEATTLE GENETICS INC | $97,000 | – | 850 | +100.0% | 0.06% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $95,000 | – | 650 | +100.0% | 0.06% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $95,000 | – | 389 | +100.0% | 0.06% | – |
MMM | New | 3M CO | $93,000 | – | 525 | +100.0% | 0.06% | – |
SIRI | New | SIRIUS XM HLDGS INC | $93,000 | – | 13,000 | +100.0% | 0.06% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $92,000 | – | 283 | +100.0% | 0.06% | – |
GS | New | GOLDMAN SACHS GROUP INCcall | $92,000 | – | 400 | +100.0% | 0.06% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $91,000 | – | 891 | +100.0% | 0.06% | – |
AMGN | New | AMGEN INC | $92,000 | – | 380 | +100.0% | 0.06% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $92,000 | – | 445 | +100.0% | 0.06% | – |
MBB | New | ISHARES TRmbs etf | $89,000 | – | 819 | +100.0% | 0.06% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $88,000 | – | 316 | +100.0% | 0.06% | – |
TGT | New | TARGET CORP | $87,000 | – | 679 | +100.0% | 0.05% | – |
ENB | New | ENBRIDGE INC | $84,000 | – | 2,106 | +100.0% | 0.05% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $84,000 | – | 918 | +100.0% | 0.05% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $81,000 | – | 446 | +100.0% | 0.05% | – |
BKLN | New | INVESCO EXCHNG TRADED FD TRsr ln etf | $80,000 | – | 3,486 | +100.0% | 0.05% | – |
V | New | VISA INC | $79,000 | – | 421 | +100.0% | 0.05% | – |
VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $77,000 | – | 1,444 | +100.0% | 0.05% | – |
IWV | New | ISHARES TRrussell 3000 etf | $76,000 | – | 402 | +100.0% | 0.05% | – |
TFC | New | TRUIST FINL CORP | $74,000 | – | 1,317 | +100.0% | 0.05% | – |
DUK | New | DUKE ENERGY CORP NEW | $73,000 | – | 802 | +100.0% | 0.04% | – |
GS | New | GOLDMAN SACHS GROUP INC | $71,000 | – | 309 | +100.0% | 0.04% | – |
ADP | New | AUTOMATIC DATA PROCESSING IN | $71,000 | – | 416 | +100.0% | 0.04% | – |
KO | New | COCA COLA CO | $69,000 | – | 1,247 | +100.0% | 0.04% | – |
HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $68,000 | – | 1,057 | +100.0% | 0.04% | – |
AES | New | AES CORP | $65,000 | – | 3,266 | +100.0% | 0.04% | – |
CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $63,000 | – | 1,136 | +100.0% | 0.04% | – |
RAD | New | RITE AID CORP | $61,000 | – | 3,911 | +100.0% | 0.04% | – |
BAC | New | BANK AMER CORP | $61,000 | – | 1,728 | +100.0% | 0.04% | – |
CSX | New | CSX CORP | $61,000 | – | 848 | +100.0% | 0.04% | – |
AAPL | New | APPLE INCcall | $59,000 | – | 200 | +100.0% | 0.04% | – |
WM | New | WASTE MGMT INC DEL | $56,000 | – | 489 | +100.0% | 0.04% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $55,000 | – | 461 | +100.0% | 0.03% | – |
IBDN | New | ISHARES TRibonds dec22 etf | $55,000 | – | 2,170 | +100.0% | 0.03% | – |
CLX | New | CLOROX CO DEL | $54,000 | – | 355 | +100.0% | 0.03% | – |
UHT | New | UNIVERSAL HEALTH RLTY INCM Tsh ben int | $54,000 | – | 462 | +100.0% | 0.03% | – |
PHYS | New | SPROTT PHYSICAL GOLD TRUSTunit | $55,000 | – | 4,500 | +100.0% | 0.03% | – |
DGX | New | QUEST DIAGNOSTICS INC | $54,000 | – | 501 | +100.0% | 0.03% | – |
ADBE | New | ADOBE INC | $55,000 | – | 168 | +100.0% | 0.03% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $53,000 | – | 416 | +100.0% | 0.03% | – |
TMP | New | TOMPKINS FINANCIAL CORPORATI | $53,000 | – | 579 | +100.0% | 0.03% | – |
SPG | New | SIMON PPTY GROUP INC NEW | $52,000 | – | 350 | +100.0% | 0.03% | – |
CSII | New | CARDIOVASCULAR SYS INC DEL | $52,000 | – | 1,073 | +100.0% | 0.03% | – |
WTR | New | AQUA AMERICA INC | $51,000 | – | 1,089 | +100.0% | 0.03% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $52,000 | – | 978 | +100.0% | 0.03% | – |
VNQ | New | VANGUARD INDEX FDSreal estate etf | $48,000 | – | 516 | +100.0% | 0.03% | – |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $45,000 | – | 484 | +100.0% | 0.03% | – |
IBDM | New | ISHARES TRibonds dec21 etf | $45,000 | – | 1,792 | +100.0% | 0.03% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $43,000 | – | 1,536 | +100.0% | 0.03% | – |
WPC | New | W P CAREY INC | $44,000 | – | 550 | +100.0% | 0.03% | – |
IBDL | New | ISHARES TRibonds dec20 etf | $43,000 | – | 1,707 | +100.0% | 0.03% | – |
TRV | New | TRAVELERS COMPANIES INC | $41,000 | – | 300 | +100.0% | 0.03% | – |
F | New | FORD MTR CO DEL | $42,000 | – | 4,545 | +100.0% | 0.03% | – |
AOS | New | SMITH A O CORP | $41,000 | – | 859 | +100.0% | 0.03% | – |
RTN | New | RAYTHEON CO | $41,000 | – | 187 | +100.0% | 0.03% | – |
TD | New | TORONTO DOMINION BK ONT | $40,000 | – | 704 | +100.0% | 0.02% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $38,000 | – | 627 | +100.0% | 0.02% | – |
FBHS | New | FORTUNE BRANDS HOME & SEC IN | $37,000 | – | 562 | +100.0% | 0.02% | – |
AMX | New | AMERICA MOVIL SAB DE CV | $36,000 | – | 2,256 | +100.0% | 0.02% | – |
WEC | New | WEC ENERGY GROUP INC | $35,000 | – | 375 | +100.0% | 0.02% | – |
XEL | New | XCEL ENERGY INC | $33,000 | – | 515 | +100.0% | 0.02% | – |
PM | New | PHILIP MORRIS INTL INC | $33,000 | – | 384 | +100.0% | 0.02% | – |
SLV | New | ISHARES SILVER TRUSTishares | $33,000 | – | 2,000 | +100.0% | 0.02% | – |
ET | New | ENERGY TRANSFER LP | $33,000 | – | 2,562 | +100.0% | 0.02% | – |
SHOP | New | SHOPIFY INCcl a | $32,000 | – | 80 | +100.0% | 0.02% | – |
EMR | New | EMERSON ELEC CO | $32,000 | – | 419 | +100.0% | 0.02% | – |
BIL | New | SPDR SERIES TRUSTspdr bloomberg | $32,000 | – | 346 | +100.0% | 0.02% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $32,000 | – | 512 | +100.0% | 0.02% | – |
HON | New | HONEYWELL INTL INC | $31,000 | – | 177 | +100.0% | 0.02% | – |
IP | New | INTL PAPER CO | $31,000 | – | 672 | +100.0% | 0.02% | – |
NCLH | New | NORWEGIAN CRUISE LINE HLDG Lcall | $29,000 | – | 500 | +100.0% | 0.02% | – |
BRX | New | BRIXMOR PPTY GROUP INC | $29,000 | – | 1,344 | +100.0% | 0.02% | – |
COST | New | COSTCO WHSL CORP NEW | $29,000 | – | 97 | +100.0% | 0.02% | – |
PNC | New | PNC FINL SVCS GROUP INC | $29,000 | – | 182 | +100.0% | 0.02% | – |
SNY | New | SANOFIsponsored adr | $29,000 | – | 572 | +100.0% | 0.02% | – |
SKT | New | TANGER FACTORY OUTLET CTRS I | $29,000 | – | 1,942 | +100.0% | 0.02% | – |
UNH | New | UNITEDHEALTH GROUP INC | $29,000 | – | 97 | +100.0% | 0.02% | – |
KMB | New | KIMBERLY CLARK CORP | $27,000 | – | 193 | +100.0% | 0.02% | – |
C | New | CITIGROUP INC | $27,000 | – | 340 | +100.0% | 0.02% | – |
PPG | New | PPG INDS INC | $27,000 | – | 200 | +100.0% | 0.02% | – |
TMUS | New | T MOBILE US INC | $27,000 | – | 350 | +100.0% | 0.02% | – |
VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $28,000 | – | 469 | +100.0% | 0.02% | – |
PUTW | New | WISDOMTREE TRcboe s&p 500 | $28,000 | – | 979 | +100.0% | 0.02% | – |
VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $28,000 | – | 298 | +100.0% | 0.02% | – |
CIM | New | CHIMERA INVT CORP | $28,000 | – | 1,383 | +100.0% | 0.02% | – |
CGW | New | INVESCO EXCHNG TRADED FD TRs&p gbl water | $27,000 | – | 651 | +100.0% | 0.02% | – |
SLF | New | SUN LIFE FINL INC | $26,000 | – | 576 | +100.0% | 0.02% | – |
SO | New | SOUTHERN CO | $26,000 | – | 413 | +100.0% | 0.02% | – |
KKR | New | KKR & CO INCcl a | $25,000 | – | 869 | +100.0% | 0.02% | – |
DAL | New | DELTA AIR LINES INC DEL | $25,000 | – | 429 | +100.0% | 0.02% | – |
PSX | New | PHILLIPS 66 | $26,000 | – | 236 | +100.0% | 0.02% | – |
AXP | New | AMERICAN EXPRESS CO | $26,000 | – | 206 | +100.0% | 0.02% | – |
ED | New | CONSOLIDATED EDISON INC | $26,000 | – | 292 | +100.0% | 0.02% | – |
MRK | New | MERCK & CO INC | $26,000 | – | 282 | +100.0% | 0.02% | – |
IJK | New | ISHARES TRs&p mc 400gr etf | $24,000 | – | 100 | +100.0% | 0.02% | – |
LLY | New | LILLY ELI & CO | $24,000 | – | 186 | +100.0% | 0.02% | – |
AFL | New | AFLAC INC | $24,000 | – | 458 | +100.0% | 0.02% | – |
BMY | New | BRISTOL MYERS SQUIBB CO | $23,000 | – | 362 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $23,000 | – | 197 | +100.0% | 0.01% | – |
NVDA | New | NVIDIA CORP | $22,000 | – | 94 | +100.0% | 0.01% | – |
NKE | New | NIKE INCcl b | $22,000 | – | 219 | +100.0% | 0.01% | – |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $22,000 | – | 354 | +100.0% | 0.01% | – |
LPT | New | LIBERTY PPTY TRsh ben int | $23,000 | – | 384 | +100.0% | 0.01% | – |
KIM | New | KIMCO RLTY CORP | $23,000 | – | 1,100 | +100.0% | 0.01% | – |
VTR | New | VENTAS INC | $22,000 | – | 378 | +100.0% | 0.01% | – |
IRM | New | IRON MTN INC NEW | $23,000 | – | 727 | +100.0% | 0.01% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $22,000 | – | 102 | +100.0% | 0.01% | – |
NS | New | NUSTAR ENERGY LP | $21,000 | – | 825 | +100.0% | 0.01% | – |
ROKU | New | ROKU INC | $21,000 | – | 154 | +100.0% | 0.01% | – |
AMT | New | AMERICAN TOWER CORP NEW | $21,000 | – | 92 | +100.0% | 0.01% | – |
TDOC | New | TELADOC HEALTH INC | $21,000 | – | 250 | +100.0% | 0.01% | – |
PYPL | New | PAYPAL HLDGS INC | $20,000 | – | 183 | +100.0% | 0.01% | – |
GIS | New | GENERAL MLS INC | $20,000 | – | 379 | +100.0% | 0.01% | – |
SYY | New | SYSCO CORP | $20,000 | – | 239 | +100.0% | 0.01% | – |
UNP | New | UNION PACIFIC CORP | $20,000 | – | 108 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC | $20,000 | – | 95 | +100.0% | 0.01% | – |
QCOM | New | QUALCOMM INC | $20,000 | – | 226 | +100.0% | 0.01% | – |
ESSA | New | ESSA BANCORP INC | $20,000 | – | 1,160 | +100.0% | 0.01% | – |
EFAV | New | ISHARES TRmin vol eafe etf | $20,000 | – | 263 | +100.0% | 0.01% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $20,000 | – | 108 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Blackrock #1
- Meridian Wealth Partners #2
- Parametric #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 12.0% |
ISHARES TR | 16 | Q3 2023 | 14.0% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 17.6% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.6% |
ISHARES TR | 16 | Q3 2023 | 7.1% |
ISHARES TR | 16 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.1% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 1.6% |
APPLE INC | 16 | Q3 2023 | 1.3% |
ISHARES TR | 16 | Q3 2023 | 1.2% |
View Meridian Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-15 |
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.