| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | Exit | FORD MTR CO DEL | $0 | – | -10,446 | -100.0% | -0.03% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,824 | -100.0% | -0.04% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -879 | -100.0% | -0.04% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -1,919 | -100.0% | -0.04% | – | |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -4,496 | -100.0% | -0.04% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,322 | -100.0% | -0.04% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,390 | -100.0% | -0.04% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -258 | -100.0% | -0.04% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,644 | -100.0% | -0.04% | – |
| NJR | Exit | NEW JERSEY RES CORP | $0 | – | -5,470 | -100.0% | -0.05% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -392 | -100.0% | -0.05% | – |
| FULT | Exit | FULTON FINL CORP PA | $0 | – | -18,579 | -100.0% | -0.05% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,325 | -100.0% | -0.05% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -448 | -100.0% | -0.05% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -485 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -1,330 | -100.0% | -0.05% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,111 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,834 | -100.0% | -0.06% | – |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -14,274 | -100.0% | -0.06% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,658 | -100.0% | -0.06% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -3,243 | -100.0% | -0.06% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -2,826 | -100.0% | -0.06% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,902 | -100.0% | -0.06% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -769 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,985 | -100.0% | -0.06% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -575 | -100.0% | -0.06% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,844 | -100.0% | -0.07% | – |
| V | Exit | VISA INC | $0 | – | -1,393 | -100.0% | -0.07% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -22,108 | -100.0% | -0.07% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -687 | -100.0% | -0.07% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -824 | -100.0% | -0.07% | – |
| PFE | Exit | PFIZER INC | $0 | – | -10,589 | -100.0% | -0.07% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,106 | -100.0% | -0.07% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -8,300 | -100.0% | -0.08% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -8,485 | -100.0% | -0.08% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,245 | -100.0% | -0.08% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,825 | -100.0% | -0.08% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -6,648 | -100.0% | -0.08% | – |
| STBA | Exit | S & T BANCORP INC | $0 | – | -14,252 | -100.0% | -0.08% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -8,743 | -100.0% | -0.08% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,681 | -100.0% | -0.09% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -10,480 | -100.0% | -0.09% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -14,562 | -100.0% | -0.09% | – |
| CBU | Exit | COMMUNITY BK SYS INC | $0 | – | -10,903 | -100.0% | -0.10% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,766 | -100.0% | -0.10% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -4,141 | -100.0% | -0.10% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -10,687 | -100.0% | -0.10% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,226 | -100.0% | -0.10% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,690 | -100.0% | -0.10% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,988 | -100.0% | -0.10% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,624 | -100.0% | -0.11% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,665 | -100.0% | -0.11% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,708 | -100.0% | -0.12% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -1,776 | -100.0% | -0.14% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -4,633 | -100.0% | -0.14% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -15,860 | -100.0% | -0.15% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -4,997 | -100.0% | -0.15% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,973 | -100.0% | -0.19% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -6,566 | -100.0% | -0.22% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -8,483 | -100.0% | -0.22% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -8,295 | -100.0% | -0.23% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -6,067 | -100.0% | -0.24% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,662 | -100.0% | -0.24% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -12,594 | -100.0% | -0.25% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -23,110 | -100.0% | -0.26% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -18,249 | -100.0% | -0.26% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -26,771 | -100.0% | -0.27% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -3,786 | -100.0% | -0.31% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -22,342 | -100.0% | -0.33% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -13,742 | -100.0% | -0.34% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -41,395 | -100.0% | -0.35% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -6,131 | -100.0% | -0.39% | – |
| MRBK | Exit | MERIDIAN CORPORATION | $0 | – | -191,369 | -100.0% | -0.39% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,056 | -100.0% | -0.46% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -45,973 | -100.0% | -0.50% | – |
| VERX | Exit | VERTEX INCcl a | $0 | – | -125,865 | -100.0% | -0.60% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -16,406 | -100.0% | -0.73% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -9,575 | -100.0% | -0.86% | – |
| AAPL | Exit | APPLE INC | $0 | – | -32,075 | -100.0% | -1.14% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -130,616 | -100.0% | -1.29% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -98,316 | -100.0% | -1.39% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -45,738 | -100.0% | -1.68% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -136,231 | -100.0% | -2.57% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -231,338 | -100.0% | -2.89% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -165,805 | -100.0% | -3.07% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -146,774 | -100.0% | -3.14% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -117,283 | -100.0% | -3.22% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -344,685 | -100.0% | -3.44% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -345,430 | -100.0% | -3.59% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -1,078,675 | -100.0% | -5.06% | – | |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -282,264 | -100.0% | -6.03% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -494,811 | -100.0% | -9.69% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -1,059,541 | -100.0% | -11.16% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -1,899,194 | -100.0% | -11.84% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -3,104,561 | -100.0% | -16.94% | – |
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.