$400 Million is the total value of Meridian Wealth Partners, LLC's 122 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | New | ISHARES TRus treas bd etf | $8,459,000 | – | 371,643 | +100.0% | 2.12% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $382,000 | – | 22,108 | +100.0% | 0.10% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $278,000 | – | 14,274 | +100.0% | 0.07% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $266,000 | – | 994 | +100.0% | 0.07% | – |
| WMT | New | WALMART INC | $244,000 | – | 1,881 | +100.0% | 0.06% | – |
| DIS | New | DISNEY WALT CO | $214,000 | – | 2,262 | +100.0% | 0.05% | – |
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 2022-11-14
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.