$432 Million is the total value of Meridian Wealth Partners, LLC's 128 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $416,625 | – | 10,284 | +100.0% | 0.10% | – |
IUSB | New | ISHARES TRcore total usd | $314,510 | – | 7,000 | +100.0% | 0.07% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $246,159 | – | 447 | +100.0% | 0.06% | – |
BA | New | BOEING CO | $247,637 | – | 1,300 | +100.0% | 0.06% | – |
V | New | VISA INC | $225,004 | – | 1,083 | +100.0% | 0.05% | – |
BAC | New | BANK AMERICA CORP | $210,512 | – | 6,356 | +100.0% | 0.05% | – |
ORCL | New | ORACLE CORP | $207,388 | – | 2,537 | +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 2023-02-14
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.