$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VERX | Exit | VERTEX INCcl a | $0 | – | -11,128 | -100.0% | -0.04% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,388 | -100.0% | -0.04% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -317 | -100.0% | -0.04% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,374 | -100.0% | -0.04% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,735 | -100.0% | -0.05% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,151 | -100.0% | -0.07% | – |
| NUGT | Exit | DIREXION SHS ETF TRdly gold indx 2x | $0 | – | -124,000 | -100.0% | -1.27% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -81,037 | -100.0% | -1.79% | – |
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.