$333 Million is the total value of Meridian Wealth Partners, LLC's 2018 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -1,127 | -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 2021-05-17
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.