$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBU | COMMUNITY BK SYS INC | $654,000 | -5.1% | 10,883 | 0.0% | 0.16% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $460,000 | -5.9% | 3,406 | 0.0% | 0.12% | -0.9% | |
| GLD | SPDR GOLD TR | $285,000 | -8.4% | 1,844 | 0.0% | 0.07% | -4.1% | |
| FULT | FULTON FINL CORP PA | $274,000 | +9.6% | 17,339 | 0.0% | 0.07% | +16.9% | |
| WTRG | ESSENTIAL UTILS INC | $272,000 | -9.9% | 6,580 | 0.0% | 0.07% | -5.6% | |
| IWB | ISHARES TRrus 1000 etf | $222,000 | -5.1% | 1,125 | 0.0% | 0.06% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $213,000 | -2.3% | 6,375 | 0.0% | 0.05% | +1.9% | |
| PML | PIMCO MUN INCOME FD II | $191,000 | -11.2% | 20,000 | 0.0% | 0.05% | -5.9% |
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 | 19 | Q2 2024 | 12.0% |
| ISHARES TR | 19 | Q2 2024 | 14.0% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 17.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 6.6% |
| ISHARES TR | 19 | Q2 2024 | 7.1% |
| ISHARES TR | 19 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 5.1% |
| APPLE INC | 19 | Q2 2024 | 1.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 1.6% |
| ISHARES TR | 19 | Q2 2024 | 1.2% |
View Meridian Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-12 |
| 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 |
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.