Meridian Wealth Partners, LLC - Q4 2022 holdings

Add to watchlist

$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 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
ITOT  ISHARES TRcore s&p ttl stk$1,124,618
+6.6%
13,2620.0%0.26%
-1.5%
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$517,181
+12.4%
3,4060.0%0.12%
+4.3%
SH  PROSHARES TRshort s&p 500 ne$354,391
-7.2%
22,1080.0%0.08%
-14.6%
GLD  SPDR GOLD TR$312,816
+9.8%
1,8440.0%0.07%
+1.4%
FULT  FULTON FINL CORP PA$291,816
+6.5%
17,3390.0%0.07%
-1.4%
FSMB  FIRST TR EXCH TRADED FD IIIshrt dur mng mun$281,769
+1.4%
14,2740.0%0.06%
-7.1%
IWB  ISHARES TRrus 1000 etf$236,877
+6.7%
1,1250.0%0.06%
-1.8%
SJI  SOUTH JERSEY INDS INC$226,504
+6.3%
6,3750.0%0.05%
-1.9%
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 2023-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR16Q3 202312.0%
ISHARES TR16Q3 202314.0%
SCHWAB STRATEGIC TR16Q3 202317.6%
SCHWAB STRATEGIC TR16Q3 20236.6%
ISHARES TR16Q3 20237.1%
ISHARES TR16Q3 20234.3%
SCHWAB STRATEGIC TR16Q3 20235.1%
VANGUARD INDEX FDS16Q3 20231.6%
APPLE INC16Q3 20231.3%
ISHARES TR16Q3 20231.2%

View Meridian Wealth Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-10
13F-HR2024-02-05
13F-HR2023-11-03
13F-HR2023-08-02
13F-HR2023-05-04
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-13
13F-HR2022-02-15

View Meridian Wealth Partners, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Export Meridian Wealth Partners, LLC's holdings

CSVXLS