$168 Million is the total value of Meridian Wealth Partners, LLC's 215 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $19,959,000 | – | 173,002 | +100.0% | 11.88% | – |
| QUAL | New | ISHARES TRusa quality fctr | $5,454,000 | – | 67,294 | +100.0% | 3.24% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $2,841,000 | – | 24,823 | +100.0% | 1.69% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $788,000 | – | 13,769 | +100.0% | 0.47% | – |
| CDW | New | CDW CORP | $50,000 | – | 532 | +100.0% | 0.03% | – |
| WTRG | New | ESSENTIAL UTILS INC | $44,000 | – | 1,089 | +100.0% | 0.03% | – |
| NFLX | New | NETFLIX INC | $43,000 | – | 114 | +100.0% | 0.03% | – |
| IYY | New | ISHARES TRdow jones us etf | $39,000 | – | 310 | +100.0% | 0.02% | – |
| CRM | New | SALESFORCE COM INC | $36,000 | – | 247 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $29,000 | – | 133 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $27,000 | – | 93 | +100.0% | 0.02% | – |
| DVY | New | ISHARES TRselect divid etf | $24,000 | – | 322 | +100.0% | 0.01% | – |
| GILD | New | GILEAD SCIENCES INC | $24,000 | – | 319 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $21,000 | – | 259 | +100.0% | 0.01% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $21,000 | – | 6,000 | +100.0% | 0.01% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $20,000 | – | 168 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION | $20,000 | – | 143 | +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 2020-05-15
Signatures
The EDGAR filing(s) were signed by:
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.