$242 Million is the total value of Meridian Wealth Partners, LLC's 274 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $43,391,000 | +104.3% | 367,131 | +104.0% | 17.92% | +67.3% |
| MUB | Buy | ISHARES TRnational mun etf | $33,990,000 | +52.4% | 290,015 | +50.7% | 14.04% | +24.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $23,705,000 | +13.6% | 260,634 | +0.7% | 9.79% | -7.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $16,576,000 | +15.2% | 142,636 | +2.9% | 6.85% | -5.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $15,649,000 | +30.9% | 79,817 | +0.0% | 6.46% | +7.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $12,279,000 | -60.9% | 238,929 | -60.8% | 5.07% | -67.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $11,052,000 | +14.3% | 121,467 | +0.1% | 4.56% | -6.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $10,496,000 | +480.5% | 97,086 | +480.6% | 4.34% | +375.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $10,009,000 | +8.2% | 147,448 | +1.6% | 4.14% | -11.3% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $8,673,000 | +21.5% | 127,201 | -1.1% | 3.58% | -0.4% |
| IXUS | Sell | ISHARES TRcore msci total | $8,623,000 | +14.5% | 128,334 | -0.6% | 3.56% | -6.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,446,000 | +12.1% | 17,705 | -1.9% | 1.42% | -8.2% |
| AAPL | Buy | APPLE INC | $3,090,000 | +18.7% | 23,291 | +3.6% | 1.28% | -2.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,860,000 | +22.7% | 7,619 | +9.9% | 1.18% | +0.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,066,000 | +25.3% | 35,394 | +8.3% | 0.85% | +2.6% |
| HD | Buy | HOME DEPOT INC | $1,325,000 | -4.3% | 4,989 | +0.1% | 0.55% | -21.6% |
| MRBK | Buy | MERIDIAN CORPORATION | $1,240,000 | +29.0% | 59,633 | +0.0% | 0.51% | +5.6% |
| WFC | Buy | WELLS FARGO CO NEW | $1,229,000 | +28.6% | 40,713 | +0.2% | 0.51% | +5.4% |
| ITOT | ISHARES TRcore s&p ttl stk | $1,188,000 | +14.2% | 13,776 | 0.0% | 0.49% | -6.3% | |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,103,000 | +1228.9% | 19,985 | +1215.7% | 0.46% | +985.7% |
| LMT | LOCKHEED MARTIN CORP | $1,088,000 | -7.3% | 3,064 | 0.0% | 0.45% | -24.2% | |
| TXN | Buy | TEXAS INSTRS INC | $1,072,000 | +15.0% | 6,531 | +0.0% | 0.44% | -5.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $949,000 | +36.0% | 4,872 | +7.4% | 0.39% | +11.4% |
| MSFT | Buy | MICROSOFT CORP | $897,000 | +6.5% | 4,033 | +0.8% | 0.37% | -12.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $852,000 | +16.1% | 13,287 | +0.1% | 0.35% | -4.9% |
| ABT | Sell | ABBOTT LABS | $801,000 | -4.5% | 7,309 | -5.2% | 0.33% | -21.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $778,000 | +8.4% | 3,351 | -0.7% | 0.32% | -11.3% |
| VOO | Sell | VANGUARD INDEX FDS | $772,000 | +9.3% | 2,246 | -2.1% | 0.32% | -10.4% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $717,000 | +17.7% | 12,788 | +17.7% | 0.30% | -3.6% |
| CBU | Buy | COMMUNITY BK SYS INC | $695,000 | +15.3% | 11,148 | +0.7% | 0.29% | -5.6% |
| AMZN | Sell | AMAZON COM INC | $678,000 | +3.0% | 208 | -0.5% | 0.28% | -15.7% |
| TSLA | Buy | TESLA INC | $536,000 | +72.3% | 759 | +4.7% | 0.22% | +40.8% |
| SPGI | S&P GLOBAL INC | $526,000 | -8.8% | 1,600 | 0.0% | 0.22% | -25.4% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $487,000 | +14.1% | 10,325 | -1.2% | 0.20% | -6.5% |
| XOM | Sell | EXXON MOBIL CORP | $481,000 | +19.4% | 11,662 | -0.6% | 0.20% | -2.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $453,000 | +0.4% | 3,253 | +0.3% | 0.19% | -17.6% |
| FB | Buy | FACEBOOK INCcl a | $397,000 | +7.9% | 1,452 | +3.4% | 0.16% | -11.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $378,000 | +10.9% | 4,423 | +0.1% | 0.16% | -9.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $364,000 | +20.1% | 208 | +0.5% | 0.15% | -2.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $359,000 | +12.5% | 6,849 | -0.5% | 0.15% | -8.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $346,000 | +12.7% | 925 | +0.9% | 0.14% | -7.7% |
| T | Buy | AT&T INC | $347,000 | +7.4% | 12,063 | +6.3% | 0.14% | -12.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $339,000 | +8.3% | 3,847 | +8.4% | 0.14% | -11.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $321,000 | +11.8% | 1,552 | -4.7% | 0.13% | -8.3% |
| PEP | Buy | PEPSICO INC | $323,000 | +8.0% | 2,173 | +0.9% | 0.13% | -11.9% |
| SBUX | Buy | STARBUCKS CORP | $310,000 | +24.5% | 2,904 | +0.0% | 0.13% | +1.6% |
| PFE | Buy | PFIZER INC | $300,000 | +17.2% | 8,145 | +17.2% | 0.12% | -3.9% |
| MCD | Buy | MCDONALDS CORP | $297,000 | -1.3% | 1,384 | +0.8% | 0.12% | -19.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $293,000 | +6.2% | 1,862 | +0.6% | 0.12% | -12.9% |
| NEE | Buy | NEXTERA ENERGY INC | $276,000 | +11.3% | 3,585 | +301.0% | 0.11% | -8.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $273,000 | +35.1% | 4,541 | +17.5% | 0.11% | +10.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $272,000 | -1.4% | 3,286 | -1.2% | 0.11% | -19.4% |
| BA | Buy | BOEING CO | $263,000 | +36.3% | 1,230 | +5.6% | 0.11% | +12.4% |
| GLD | SPDR GOLD TR | $258,000 | +0.8% | 1,446 | 0.0% | 0.11% | -17.1% | |
| JPM | Buy | JPMORGAN CHASE & CO | $260,000 | +34.7% | 2,048 | +2.2% | 0.11% | +10.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $256,000 | -5.2% | 1,099 | +19.8% | 0.11% | -22.1% |
| LOW | Buy | LOWES COS INC | $247,000 | -2.0% | 1,542 | +1.2% | 0.10% | -19.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $241,000 | -2.4% | 2,596 | -1.9% | 0.10% | -20.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $234,000 | +6.4% | 4,021 | +0.1% | 0.10% | -12.6% |
| FULT | FULTON FINL CORP PA | $220,000 | +35.8% | 17,325 | 0.0% | 0.09% | +11.0% | |
| DIS | Buy | DISNEY WALT CO | $219,000 | +48.0% | 1,208 | +1.1% | 0.09% | +20.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $209,000 | +25.1% | 2,351 | -3.7% | 0.09% | +2.4% |
| IWB | ISHARES TRrus 1000 etf | $201,000 | +12.9% | 950 | 0.0% | 0.08% | -7.8% | |
| NJR | NEW JERSEY RES CORP | $199,000 | +31.8% | 5,592 | 0.0% | 0.08% | +7.9% | |
| MO | Buy | ALTRIA GROUP INC | $195,000 | +6.6% | 4,758 | +0.4% | 0.08% | -12.0% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $188,000 | +9.3% | 1,335 | 0.0% | 0.08% | -10.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $187,000 | +23.8% | 107 | +4.9% | 0.08% | +1.3% |
| GE | Buy | GENERAL ELECTRIC CO | $184,000 | +73.6% | 17,053 | +0.1% | 0.08% | +43.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $170,000 | +2.4% | 478 | -2.8% | 0.07% | -16.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $165,000 | +3.8% | 2,796 | +4.6% | 0.07% | -15.0% |
| VERX | VERTEX INCcl a | $160,000 | +50.9% | 4,603 | 0.0% | 0.07% | +24.5% | |
| V | Buy | VISA INC | $157,000 | +34.2% | 718 | +22.7% | 0.06% | +10.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $153,000 | +62.8% | 1,351 | +51.6% | 0.06% | +34.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $149,000 | +22.1% | 2,082 | -1.2% | 0.06% | 0.0% |
| INTC | Sell | INTEL CORP | $150,000 | -7.4% | 2,999 | -4.4% | 0.06% | -24.4% |
| SGEN | New | SEAGEN INC | $149,000 | – | 850 | +100.0% | 0.06% | – |
| WMT | WALMART INC | $148,000 | +2.8% | 1,027 | 0.0% | 0.06% | -16.4% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $138,000 | +14.0% | 390 | 0.0% | 0.06% | -6.6% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $139,000 | +15.8% | 2,780 | +0.5% | 0.06% | -6.6% |
| IBM | INTERNATIONAL BUSINESS MACHS | $135,000 | +3.1% | 1,074 | 0.0% | 0.06% | -15.2% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $132,000 | -12.0% | 591 | -22.7% | 0.06% | -27.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $133,000 | +9.0% | 286 | +3.6% | 0.06% | -11.3% |
| MGK | VANGUARD WORLD FDmega grwth ind | $132,000 | +9.1% | 650 | 0.0% | 0.06% | -9.8% | |
| CSCO | Sell | CISCO SYS INC | $120,000 | -4.0% | 2,683 | -16.0% | 0.05% | -20.6% |
| SCI | Buy | SERVICE CORP INTL | $122,000 | +16.2% | 2,491 | +0.3% | 0.05% | -5.7% |
| VHT | VANGUARD WORLD FDShealth car etf | $120,000 | +10.1% | 535 | 0.0% | 0.05% | -9.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $117,000 | +11.4% | 903 | 0.0% | 0.05% | -9.4% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $115,000 | +1.8% | 230 | 0.0% | 0.05% | -15.8% | |
| AMGN | Sell | AMGEN INC | $113,000 | -12.4% | 494 | -2.0% | 0.05% | -27.7% |
| ORCL | Sell | ORACLE CORP | $113,000 | +6.6% | 1,750 | -0.7% | 0.05% | -11.3% |
| VLUE | Buy | ISHARES TRmsci usa value | $113,000 | +34.5% | 1,296 | +13.3% | 0.05% | +11.9% |
| DMS | New | DIGITAL MEDIA SOLUTIONS INC | $114,000 | – | 9,428 | +100.0% | 0.05% | – |
| MMM | 3M CO | $111,000 | +7.8% | 639 | 0.0% | 0.05% | -11.5% | |
| LBAI | LAKELAND BANCORP INC | $111,000 | +27.6% | 8,776 | 0.0% | 0.05% | +4.5% | |
| NVDA | Buy | NVIDIA CORPORATION | $108,000 | +12.5% | 206 | +15.7% | 0.04% | -6.2% |
| ARCC | ARES CAPITAL CORP | $107,000 | +21.6% | 6,334 | 0.0% | 0.04% | 0.0% | |
| SHOP | Buy | SHOPIFY INCcl a | $106,000 | +16.5% | 94 | +5.6% | 0.04% | -4.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $104,000 | +65.1% | 397 | +27.7% | 0.04% | +34.4% |
| GOVT | Sell | ISHARES TRus treas bd etf | $104,000 | -43.5% | 3,815 | -42.0% | 0.04% | -53.8% |
| IJH | ISHARES TRcore s&p mcp etf | $102,000 | +24.4% | 445 | 0.0% | 0.04% | +2.4% | |
| CVX | Buy | CHEVRON CORP NEW | $101,000 | +53.0% | 1,204 | +31.6% | 0.04% | +27.3% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $95,000 | -49.7% | 1,894 | -51.7% | 0.04% | -58.9% |
| HRL | Buy | HORMEL FOODS CORP | $95,000 | -4.0% | 2,039 | +0.4% | 0.04% | -22.0% |
| IJR | ISHARES TRcore s&p scp etf | $83,000 | +31.7% | 900 | 0.0% | 0.03% | +6.2% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $80,000 | +12.7% | 317 | +1.0% | 0.03% | -8.3% |
| XLE | SELECT SECTOR SPDR TRenergy | $80,000 | +27.0% | 2,110 | 0.0% | 0.03% | +3.1% | |
| KO | Buy | COCA COLA CO | $81,000 | +12.5% | 1,467 | +0.6% | 0.03% | -8.3% |
| CRM | Buy | SALESFORCE COM INC | $81,000 | +24.6% | 360 | +39.5% | 0.03% | 0.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $77,000 | +14.9% | 645 | +1.3% | 0.03% | -5.9% |
| AES | Buy | AES CORP | $78,000 | +30.0% | 3,301 | +0.2% | 0.03% | +6.7% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $77,000 | – | 606 | +100.0% | 0.03% | – |
| IWN | Buy | ISHARES TRrus 2000 val etf | $77,000 | +208.0% | 581 | +132.4% | 0.03% | +146.2% |
| MBB | ISHARES TRmbs etf | $78,000 | 0.0% | 706 | 0.0% | 0.03% | -17.9% | |
| CSX | CSX CORP | $74,000 | +15.6% | 820 | 0.0% | 0.03% | -3.1% | |
| BAC | Sell | BK OF AMERICA CORP | $69,000 | +23.2% | 2,277 | -1.8% | 0.03% | +3.6% |
| CLX | Buy | CLOROX CO DEL | $69,000 | -2.8% | 341 | +0.3% | 0.03% | -19.4% |
| ADP | AUTOMATIC DATA PROCESSING IN | $71,000 | +26.8% | 403 | 0.0% | 0.03% | +3.6% | |
| FLOT | New | ISHARES TRfltg rate nt etf | $71,000 | – | 1,396 | +100.0% | 0.03% | – |
| CDW | CDW CORP | $70,000 | +9.4% | 532 | 0.0% | 0.03% | -9.4% | |
| PHYS | SPROTT PHYSICAL GOLD TRunit | $68,000 | 0.0% | 4,500 | 0.0% | 0.03% | -17.6% | |
| NFLX | Buy | NETFLIX INC | $68,000 | +11.5% | 125 | +2.5% | 0.03% | -9.7% |
| ABBV | Buy | ABBVIE INC | $65,000 | +124.1% | 602 | +80.8% | 0.03% | +80.0% |
| TFC | Buy | TRUIST FINL CORP | $64,000 | +93.9% | 1,338 | +56.3% | 0.03% | +52.9% |
| UNH | UNITEDHEALTH GROUP INC | $63,000 | +12.5% | 180 | 0.0% | 0.03% | -7.1% | |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $63,000 | -41.1% | 1,902 | -45.2% | 0.03% | -51.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $64,000 | +4.9% | 696 | +0.9% | 0.03% | -16.1% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $61,000 | +5.2% | 510 | +0.2% | 0.02% | -13.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $60,000 | -43.4% | 519 | -45.8% | 0.02% | -52.8% |
| PYPL | PAYPAL HLDGS INC | $58,000 | +18.4% | 249 | 0.0% | 0.02% | -4.0% | |
| WM | WASTE MGMT INC DEL | $57,000 | +5.6% | 481 | 0.0% | 0.02% | -11.1% | |
| SQ | Buy | SQUARE INCcl a | $57,000 | +39.0% | 263 | +5.2% | 0.02% | +14.3% |
| TDOC | Buy | TELADOC HEALTH INC | $56,000 | -8.2% | 280 | +0.7% | 0.02% | -25.8% |
| IBDN | ISHARES TRibonds dec22 etf | $55,000 | -1.8% | 2,170 | 0.0% | 0.02% | -17.9% | |
| PM | Buy | PHILIP MORRIS INTL INC | $56,000 | +107.4% | 667 | +88.4% | 0.02% | +64.3% |
| QCOM | QUALCOMM INC | $54,000 | +28.6% | 356 | 0.0% | 0.02% | +4.8% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $53,000 | +17.8% | 414 | +6.4% | 0.02% | -4.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $54,000 | +8.0% | 1,065 | +8.6% | 0.02% | -12.0% |
| HYMB | SPDR SER TRnuveen bbg brcly | $50,000 | +4.2% | 841 | 0.0% | 0.02% | -12.5% | |
| WTRG | ESSENTIAL UTILS INC | $51,000 | +15.9% | 1,089 | 0.0% | 0.02% | -4.5% | |
| F | Buy | FORD MTR CO DEL | $49,000 | +63.3% | 5,554 | +22.0% | 0.02% | +33.3% |
| SLV | ISHARES SILVER TRishares | $49,000 | +14.0% | 2,000 | 0.0% | 0.02% | -9.1% | |
| CARR | CARRIER GLOBAL CORPORATION | $49,000 | +25.6% | 1,289 | 0.0% | 0.02% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $48,000 | -2.0% | 562 | 0.0% | 0.02% | -20.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $49,000 | +11.4% | 157 | 0.0% | 0.02% | -9.1% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $48,000 | +26.3% | 694 | +11.0% | 0.02% | +5.3% |
| NOW | Sell | SERVICENOW INC | $49,000 | +8.9% | 89 | -4.3% | 0.02% | -13.0% |
| AOS | Buy | SMITH A O CORP | $48,000 | +4.3% | 876 | +0.5% | 0.02% | -13.0% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $46,000 | 0.0% | 1,833 | +0.7% | 0.02% | -17.4% |
| CSII | CARDIOVASCULAR SYS INC DEL | $47,000 | +11.9% | 1,073 | 0.0% | 0.02% | -9.5% | |
| HON | HONEYWELL INTL INC | $47,000 | +30.6% | 220 | 0.0% | 0.02% | +5.6% | |
| COST | COSTCO WHSL CORP NEW | $46,000 | +7.0% | 122 | 0.0% | 0.02% | -13.6% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $41,000 | +10.8% | 133 | 0.0% | 0.02% | -10.5% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $42,000 | +5.0% | 628 | -2.5% | 0.02% | -15.0% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $40,000 | – | 1,585 | +100.0% | 0.02% | – |
| MRK | MERCK & CO. INC | $42,000 | -2.3% | 514 | 0.0% | 0.02% | -22.7% | |
| WPC | WP CAREY INC | $41,000 | +7.9% | 580 | 0.0% | 0.02% | -10.5% | |
| TRV | TRAVELERS COMPANIES INC | $42,000 | +31.2% | 300 | 0.0% | 0.02% | +6.2% | |
| NKE | NIKE INCcl b | $39,000 | +11.4% | 279 | 0.0% | 0.02% | -11.1% | |
| ENB | ENBRIDGE INC | $39,000 | +11.4% | 1,215 | 0.0% | 0.02% | -11.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $37,000 | +23.3% | 140 | 0.0% | 0.02% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $34,000 | +9.7% | 202 | +9.8% | 0.01% | -12.5% |
| AMX | AMERICA MOVIL SAB DE CV | $33,000 | +17.9% | 2,256 | 0.0% | 0.01% | 0.0% | |
| EMR | Buy | EMERSON ELEC CO | $34,000 | +25.9% | 424 | +1.2% | 0.01% | 0.0% |
| KKR | KKR & CO INC | $35,000 | +16.7% | 869 | 0.0% | 0.01% | -6.7% | |
| LLY | Sell | LILLY ELI & CO | $33,000 | +10.0% | 196 | -3.4% | 0.01% | -6.7% |
| XEL | Buy | XCEL ENERGY INC | $33,000 | -2.9% | 499 | +0.6% | 0.01% | -17.6% |
| UNP | Buy | UNION PAC CORP | $35,000 | +9.4% | 169 | +3.0% | 0.01% | -12.5% |
| IP | Buy | INTERNATIONAL PAPER CO | $31,000 | +24.0% | 628 | +0.5% | 0.01% | 0.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $31,000 | +19.2% | 500 | +15.5% | 0.01% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $32,000 | +33.3% | 291 | +0.3% | 0.01% | +8.3% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $31,000 | +14.8% | 520 | 0.0% | 0.01% | -7.1% | |
| DHR | DANAHER CORPORATION | $32,000 | +3.2% | 143 | 0.0% | 0.01% | -18.8% | |
| UHT | UNIVERSAL HEALTH RLTY INCM Tsh ben int | $30,000 | +15.4% | 462 | 0.0% | 0.01% | -7.7% | |
| IRM | Buy | IRON MTN INC NEW | $29,000 | +11.5% | 995 | +1.8% | 0.01% | -7.7% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $29,000 | +20.8% | 400 | +300.0% | 0.01% | 0.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $30,000 | -6.2% | 350 | -30.0% | 0.01% | -25.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $30,000 | +7.1% | 355 | +0.3% | 0.01% | -14.3% |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $30,000 | – | 1,371 | +100.0% | 0.01% | – |
| TGT | TARGET CORP | $30,000 | +11.1% | 169 | 0.0% | 0.01% | -14.3% | |
| VTR | Buy | VENTAS INC | $28,000 | +16.7% | 580 | +1.0% | 0.01% | 0.0% |
| PPG | PPG INDS INC | $29,000 | +20.8% | 200 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $28,000 | -6.7% | 307 | 0.0% | 0.01% | -20.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $27,000 | +28.6% | 104 | +13.0% | 0.01% | 0.0% |
| CVS | New | CVS HEALTH CORP | $27,000 | – | 401 | +100.0% | 0.01% | – |
| SNY | SANOFIsponsored adr | $26,000 | -3.7% | 530 | 0.0% | 0.01% | -21.4% | |
| CGC | New | CANOPY GROWTH CORP | $26,000 | – | 1,054 | +100.0% | 0.01% | – |
| LIN | LINDE PLC | $26,000 | +13.0% | 98 | 0.0% | 0.01% | -8.3% | |
| SLF | SUN LIFE FINANCIAL INC. | $26,000 | +13.0% | 576 | 0.0% | 0.01% | -8.3% | |
| PNC | PNC FINL SVCS GROUP INC | $27,000 | +35.0% | 182 | 0.0% | 0.01% | +10.0% | |
| PLD | PROLOGIS INC. | $26,000 | 0.0% | 259 | 0.0% | 0.01% | -15.4% | |
| HES | Buy | HESS CORP | $27,000 | +28.6% | 506 | +1.0% | 0.01% | 0.0% |
| BRX | New | BRIXMOR PPTY GROUP INC | $23,000 | – | 1,363 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $24,000 | – | 357 | +100.0% | 0.01% | – |
| NSC | NORFOLK SOUTHN CORP | $24,000 | +14.3% | 100 | 0.0% | 0.01% | -9.1% | |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $24,000 | – | 435 | +100.0% | 0.01% | – |
| HTGC | New | HERCULES CAPITAL INC | $23,000 | – | 1,578 | +100.0% | 0.01% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $24,000 | – | 1,127 | +100.0% | 0.01% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $24,000 | -17.2% | 167 | -15.7% | 0.01% | -33.3% |
| ET | ENERGY TRANSFER LP | $25,000 | +13.6% | 4,000 | 0.0% | 0.01% | -9.1% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $25,000 | +4.2% | 272 | -9.6% | 0.01% | -16.7% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $23,000 | +9.5% | 2,500 | 0.0% | 0.01% | -9.1% | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $24,000 | – | 113 | +100.0% | 0.01% | – |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $24,000 | +20.0% | 109 | +0.9% | 0.01% | 0.0% |
| C | New | CITIGROUP INC | $23,000 | – | 371 | +100.0% | 0.01% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $24,000 | – | 175 | +100.0% | 0.01% | – |
| AVGO | BROADCOM INC | $25,000 | +25.0% | 56 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $25,000 | -10.7% | 187 | 0.0% | 0.01% | -28.6% | |
| AMAT | New | APPLIED MATLS INC | $23,000 | – | 267 | +100.0% | 0.01% | – |
| MDT | Buy | MEDTRONIC PLC | $25,000 | +25.0% | 211 | +7.7% | 0.01% | 0.0% |
| CSGP | COSTAR GROUP INC | $22,000 | +10.0% | 24 | 0.0% | 0.01% | -10.0% | |
| TJX | New | TJX COS INC NEW | $21,000 | – | 301 | +100.0% | 0.01% | – |
| DAL | Sell | DELTA AIR LINES INC DEL | $21,000 | +5.0% | 516 | -22.5% | 0.01% | -10.0% |
| AZEK | New | AZEK CO INCcl a | $22,000 | – | 575 | +100.0% | 0.01% | – |
| DXCM | DEXCOM INC | $22,000 | -12.0% | 60 | 0.0% | 0.01% | -30.8% | |
| DLTR | New | DOLLAR TREE INC | $22,000 | – | 200 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $22,000 | – | 391 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $21,000 | – | 1,086 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC | $22,000 | – | 177 | +100.0% | 0.01% | – |
| NGG | NATIONAL GRID PLCsponsored adr ne | $22,000 | 0.0% | 373 | 0.0% | 0.01% | -18.2% | |
| NIO | New | NIO INCspon ads | $22,000 | – | 460 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $21,000 | – | 343 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC | $22,000 | – | 120 | +100.0% | 0.01% | – |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $22,000 | -4.3% | 360 | -5.5% | 0.01% | -25.0% |
| CI | New | CIGNA CORP NEW | $21,000 | – | 100 | +100.0% | 0.01% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $21,000 | – | 2,109 | +100.0% | 0.01% | – |
| ROKU | New | ROKU INC | $20,000 | – | 59 | +100.0% | 0.01% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $20,000 | – | 213 | +100.0% | 0.01% | – |
| CCI | CROWN CASTLE INTL CORP NEW | $20,000 | -4.8% | 127 | 0.0% | 0.01% | -27.3% | |
| SO | New | SOUTHERN CO | $20,000 | – | 333 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $20,000 | – | 458 | +100.0% | 0.01% | – |
| AXP | New | AMERICAN EXPRESS CO | $20,000 | – | 162 | +100.0% | 0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -81 | -100.0% | -0.01% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -190 | -100.0% | -0.01% | – |
| QDEL | Exit | QUIDEL CORP | $0 | – | -89 | -100.0% | -0.01% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -320 | -100.0% | -0.01% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -71 | -100.0% | -0.01% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -415 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -100 | -100.0% | -0.01% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -1,373 | -100.0% | -0.02% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -70 | -100.0% | -0.02% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -686 | -100.0% | -0.02% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -541 | -100.0% | -0.02% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -497 | -100.0% | -0.02% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -711 | -100.0% | -0.02% | – |
| RAD | Exit | RITE AID CORP | $0 | – | -7,545 | -100.0% | -0.04% | – |
| SGEN | Exit | SEATTLE GENETICS INC | $0 | – | -850 | -100.0% | -0.08% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Parametric #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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 | 2024-02-05 |
| 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 |
| 13F-HR/A | 2021-11-12 |
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.