$475 Million is the total value of Meridian Wealth Partners, LLC's 89 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $2,631,000 | – | 65,690 | +100.0% | 0.55% | – |
| IUSB | New | ISHARES TRcore total usd | $2,383,000 | – | 48,006 | +100.0% | 0.50% | – |
| KEY | New | KEYCORP | $1,003,000 | – | 44,838 | +100.0% | 0.21% | – |
| PLD | New | PROLOGIS INC. | $652,000 | – | 4,033 | +100.0% | 0.14% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $643,000 | – | 7,714 | +100.0% | 0.14% | – |
| STBA | New | S & T BANCORP INC | $422,000 | – | 14,266 | +100.0% | 0.09% | – |
| DUK | New | DUKE ENERGY CORP NEW | $305,000 | – | 2,740 | +100.0% | 0.06% | – |
| PML | New | PIMCO MUN INCOME FD II | $230,000 | – | 20,000 | +100.0% | 0.05% | – |
| SJI | New | SOUTH JERSEY INDS INC | $220,000 | – | 6,375 | +100.0% | 0.05% | – |
| TFC | New | TRUIST FINL CORP | $213,000 | – | 3,766 | +100.0% | 0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- BLACKROCK #1
- MWP #2
- PARAMETRIC #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.