$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.