Meridian Wealth Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$626.6B
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,748,362 | $90.7B | 14.47% | |
| 2 | AGGISHARES TR | 769,046 | $76.1B | 12.14% | |
| 3 | DFAUDIMENSIONAL ETF TRUST | 1,811,961 | $69.7B | 11.12% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,940,932 | $64.9B | 10.36% | |
| 5 | DFAXDIMENSIONAL ETF TRUST | 948,582 | $24.9B | 3.97% | |
| 6 | MBBISHARES TR | 231,123 | $21.7B | 3.46% | |
| 7 | MUBISHARES TR | 199,472 | $21.0B | 3.36% | |
| 8 | EFGISHARES TR | 207,289 | $20.7B | 3.31% | |
| 9 | IXUSISHARES TR | 265,571 | $18.5B | 2.96% | |
| 10 | QUALISHARES TR | 108,364 | $18.5B | 2.96% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 854,807 | $18.4B | 2.94% | |
| 12 | VLUEISHARES TR | 168,703 | $18.0B | 2.87% | |
| 13 | IVWISHARES TR | 164,919 | $15.3B | 2.44% | |
| 14 | PPGPPG INDS INC | 129,112 | $14.1B | 2.25% | |
| 15 | IEMGISHARES INC | 240,951 | $13.0B | 2.08% | |
| 16 | SCHOSCHWAB STRATEGIC TR | 447,392 | $10.9B | 1.74% | |
| 17 | EFVISHARES TR | 166,753 | $9.8B | 1.57% | |
| 18 | AAPLAPPLE INC | 39,465 | $8.8B | 1.40% | |
| 19 | SUBISHARES TR | 76,082 | $8.0B | 1.28% | |
| 20 | IWMISHARES TR | 39,990 | $8.0B | 1.27% | |
| 21 | SCHMSCHWAB STRATEGIC TR | 264,817 | $6.9B | 1.11% | |
| 22 | VTEBVANGUARD MUN BD FDS | 94,648 | $4.7B | 0.75% | |
| 23 | IVVISHARES TR | 8,181 | $4.6B | 0.73% | |
| 24 | VTIVANGUARD INDEX FDS | 13,922 | $3.8B | 0.61% | |
| 25 | MSFTMICROSOFT CORP | 7,045 | $2.6B | 0.42% | |
| 26 | DFASDIMENSIONAL ETF TRUST | 43,886 | $2.6B | 0.42% | |
| 27 | VEUVANGUARD INTL EQUITY INDEX F | 37,462 | $2.3B | 0.36% | |
| 28 | HDHOME DEPOT INC | 6,111 | $2.2B | 0.36% | |
| 29 | NVDANVIDIA CORPORATION | 20,233 | $2.2B | 0.35% | |
| 30 | SCHDSCHWAB STRATEGIC TR | 65,819 | $1.8B | 0.29% | |
| 31 | VOOVANGUARD INDEX FDS | 3,423 | $1.8B | 0.28% | |
| 32 | MRBKMERIDIAN CORPORATION | 120,380 | $1.7B | 0.28% | |
| 33 | VXUSVANGUARD STAR FDS | 26,009 | $1.6B | 0.26% | |
| 34 | METAMETA PLATFORMS INC | 2,525 | $1.5B | 0.23% | |
| 35 | AMZNAMAZON COM INC | 7,411 | $1.4B | 0.23% | |
| 36 | ITOTISHARES TR | 11,480 | $1.4B | 0.22% | |
| 37 | BNDVANGUARD BD INDEX FDS | 18,371 | $1.3B | 0.22% | |
| 38 | TXNTEXAS INSTRS INC | 6,780 | $1.2B | 0.19% | |
| 39 | IUSBISHARES TR | 25,454 | $1.2B | 0.19% | |
| 40 | GOOGLALPHABET INC | 7,358 | $1.1B | 0.18% | |
| 41 | VBVANGUARD INDEX FDS | 5,078 | $1.1B | 0.18% | |
| 42 | ABBVABBVIE INC | 4,937 | $1.0B | 0.17% | |
| 43 | SPGIS&P GLOBAL INC | 1,788 | $908.7M | 0.15% | |
| 44 | XOMEXXON MOBIL CORP | 6,716 | $798.7M | 0.13% | |
| 45 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.13% | |
| 46 | JPMJPMORGAN CHASE & CO. | 3,188 | $782.0M | 0.12% | |
| 47 | GQ9SPDR GOLD TR | 2,552 | $735.3M | 0.12% | |
| 48 | SCHZSCHWAB STRATEGIC TR | 29,737 | $688.7M | 0.11% | |
| 49 | AVGOBROADCOM INC | 3,866 | $647.3M | 0.10% | |
| 50 | WFCWELLS FARGO CO NEW | 8,770 | $629.6M | 0.10% | |
| 51 | PGPROCTER AND GAMBLE CO | 3,657 | $623.2M | 0.10% | |
| 52 | CBUCOMMUNITY FINANCIAL SYSTEM I | 10,934 | $621.7M | 0.10% | |
| 53 | GOOGALPHABET INC | 3,844 | $600.5M | 0.10% | |
| 54 | TSLATESLA INC | 2,262 | $586.2M | 0.09% | |
| 55 | MCDMCDONALDS CORP | 1,770 | $552.9M | 0.09% | |
| 56 | STBAS & T BANCORP INC | 14,256 | $528.2M | 0.08% | |
| 57 | LLYELI LILLY & CO | 625 | $515.9M | 0.08% | |
| 58 | VXFVANGUARD INDEX FDS | 2,926 | $504.0M | 0.08% | |
| 59 | FULTFULTON FINL CORP PA | 27,581 | $498.9M | 0.08% | |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 2,562 | $497.0M | 0.08% | |
| 61 | VVISA INC | 1,412 | $494.7M | 0.08% | |
| 62 | VOVANGUARD INDEX FDS | 1,753 | $453.4M | 0.07% | |
| 63 | VMBSVANGUARD SCOTTSDALE FDS | 9,615 | $445.3M | 0.07% | |
| 64 | LOWLOWES COS INC | 1,894 | $441.7M | 0.07% | |
| 65 | VGSHVANGUARD SCOTTSDALE FDS | 7,496 | $439.9M | 0.07% | |
| 66 | ESGEISHARES INC | 12,422 | $434.1M | 0.07% | |
| 67 | ABTABBOTT LABS | 3,235 | $429.2M | 0.07% | |
| 68 | PLDPROLOGIS INC. | 3,830 | $428.2M | 0.07% | |
| 69 | JNJJOHNSON & JOHNSON | 2,578 | $427.5M | 0.07% | |
| 70 | UNHUNITEDHEALTH GROUP INC | 789 | $413.1M | 0.07% | |
| 71 | WMTWALMART INC | 4,705 | $413.1M | 0.07% | |
| 72 | COSTCOSTCO WHSL CORP NEW | 412 | $389.7M | 0.06% | |
| 73 | SCHASCHWAB STRATEGIC TR | 16,562 | $388.1M | 0.06% | |
| 74 | DUKDUKE ENERGY CORP NEW | 3,087 | $376.5M | 0.06% | |
| 75 | MAMASTERCARD INCORPORATED | 650 | $356.4M | 0.06% | |
| 76 | SPYSPDR S&P 500 ETF TR | 635 | $355.2M | 0.06% | |
| 77 | IWBISHARES TR | 1,111 | $340.9M | 0.05% | |
| 78 | BACBANK AMERICA CORP | 7,915 | $330.3M | 0.05% | |
| 79 | VTVVANGUARD INDEX FDS | 1,905 | $329.1M | 0.05% | |
| 80 | SCHRSCHWAB STRATEGIC TR | 13,162 | $327.2M | 0.05% | |
| 81 | 4I1PHILIP MORRIS INTL INC | 1,998 | $317.2M | 0.05% | |
| 82 | ORCLORACLE CORP | 2,265 | $316.7M | 0.05% | |
| 83 | AMDADVANCED MICRO DEVICES INC | 2,983 | $306.5M | 0.05% | |
| 84 | NFLXNETFLIX INC | 325 | $303.1M | 0.05% | |
| 85 | CMCSACOMCAST CORP NEW | 7,728 | $285.2M | 0.05% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 908 | $277.4M | 0.04% | |
| 87 | RTXRTX CORPORATION | 2,062 | $273.1M | 0.04% | |
| 88 | DFUSDIMENSIONAL ETF TRUST | 4,496 | $271.9M | 0.04% | |
| 89 | VUGVANGUARD INDEX FDS | 732 | $271.4M | 0.04% | |
| 90 | BABOEING CO | 1,548 | $264.0M | 0.04% | |
| 91 | VGITVANGUARD SCOTTSDALE FDS | 4,300 | $255.4M | 0.04% | |
| 92 | BINCBLACKROCK ETF TRUST II | 4,595 | $240.7M | 0.04% | |
| 93 | KOCOCA COLA CO | 3,346 | $239.6M | 0.04% | |
| 94 | VEAVANGUARD TAX-MANAGED FDS | 4,586 | $233.1M | 0.04% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 1,293 | $227.3M | 0.04% | |
| 96 | CVXCHEVRON CORP NEW | 1,306 | $218.5M | 0.03% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 430 | $214.0M | 0.03% | |
| 98 | MRKMERCK & CO INC | 2,374 | $213.1M | 0.03% | |
| 99 | IWVISHARES TR | 650 | $206.6M | 0.03% | |
| 100 | WMWASTE MGMT INC DEL | 889 | $205.9M | 0.03% |
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