Meridian Wealth Partners, LLC

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$524 Million is the total value of Meridian Wealth Partners, LLC's 101 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 0.0% .

All

		Value		Shares		↓ Weighting
VERX	VERTEX INCcl a	$3,390,804	+16.6%	125,865	0.0%	0.65%	+6.9%
STBA	S & T BANCORP INC	$476,302	+23.4%	14,252	0.0%	0.09%	+13.8%
VMBS	VANGUARD SCOTTSDALE FDSmtg-bkd secs etf	$393,365	+5.9%	8,485	0.0%	0.08%	-2.6%
VGSH	VANGUARD SCOTTSDALE FDSshort term treas	$387,778	+1.3%	6,648	0.0%	0.07%	-7.5%
GLD	SPDR GOLD TR	$352,518	+11.5%	1,844	0.0%	0.07%	+1.5%
IWB	ISHARES TRrus 1000 etf	$291,424	+11.6%	1,111	0.0%	0.06%	+3.7%
DFUS	DIMENSIONAL ETF TRUSTus equity etf	$233,028	+11.3%	4,496	0.0%	0.04%	0.0%

Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Parametric #1
SpiderRock #2

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2024-02-05

Signatures

The EDGAR filing(s) were signed by:

Brian Kohute — Chief Compliance Officer

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

View complete filings history.

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