$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DMS | Exit | DIGITAL MEDIA SOLUTIONS INC | $0 | – | -24,228 | -100.0% | -0.01% | – |
| T | Exit | AT&T INC | $0 | – | -11,674 | -100.0% | -0.04% | – |
| PML | Exit | PIMCO MUN INCOME FD II | $0 | – | -20,000 | -100.0% | -0.05% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -2,873 | -100.0% | -0.05% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -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 2023-02-14
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.