Meridian Wealth Partners, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$626.6M
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $90.7M |
AGGISHARES TR | $76.1M |
DFAUDIMENSIONAL ETF TRUST | $69.7M |
SCHXSCHWAB STRATEGIC TR | $64.9M |
DFAXDIMENSIONAL ETF TRUST | $24.9M |
MBBISHARES TR | $21.7M |
MUBISHARES TR | $21.0M |
EFGISHARES TR | $20.7M |
IXUSISHARES TR | $18.5M |
QUALISHARES TR | $18.5M |
SCHBSCHWAB STRATEGIC TR | $18.4M |
VLUEISHARES TR | $18.0M |
IVWISHARES TR | $15.3M |
PPGPPG INDS INC | $14.1M |
IEMGISHARES INC | $13.0M |
SCHOSCHWAB STRATEGIC TR | $10.9M |
EFVISHARES TR | $9.8M |
AAPLAPPLE INC | $8.8M |
SUBISHARES TR | $8.0M |
IWMISHARES TR | $8.0M |
SCHMSCHWAB STRATEGIC TR | $6.9M |
VTEBVANGUARD MUN BD FDS | $4.7M |
IVVISHARES TR | $4.6M |
VTIVANGUARD INDEX FDS | $3.8M |
MSFTMICROSOFT CORP | $2.6M |
DFASDIMENSIONAL ETF TRUST | $2.6M |
VEUVANGUARD INTL EQUITY INDEX F | $2.3M |
HDHOME DEPOT INC | $2.2M |
NVDANVIDIA CORPORATION | $2.2M |
SCHDSCHWAB STRATEGIC TR | $1.8M |
VOOVANGUARD INDEX FDS | $1.8M |
MRBKMERIDIAN CORPORATION | $1.7M |
VXUSVANGUARD STAR FDS | $1.6M |
METAMETA PLATFORMS INC | $1.5M |
AMZNAMAZON COM INC | $1.4M |
ITOTISHARES TR | $1.4M |
BNDVANGUARD BD INDEX FDS | $1.3M |
TXNTEXAS INSTRS INC | $1.2M |
IUSBISHARES TR | $1.2M |
GOOGLALPHABET INC | $1.1M |
VBVANGUARD INDEX FDS | $1.1M |
ABBVABBVIE INC | $1.0M |
SPGIS&P GLOBAL INC | $908K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
XOMEXXON MOBIL CORP | $798K |
JPMJPMORGAN CHASE & CO. | $781K |
GQ9SPDR GOLD TR | $735K |
SCHZSCHWAB STRATEGIC TR | $688K |
AVGOBROADCOM INC | $647K |
WFCWELLS FARGO CO NEW | $629K |
PGPROCTER AND GAMBLE CO | $623K |
CBUCOMMUNITY FINANCIAL SYSTEM I | $621K |
GOOGALPHABET INC | $600K |
TSLATESLA INC | $586K |
MCDMCDONALDS CORP | $552K |
STBAS & T BANCORP INC | $528K |
LLYELI LILLY & CO | $515K |
VXFVANGUARD INDEX FDS | $504K |
FULTFULTON FINL CORP PA | $498K |
VIGVANGUARD SPECIALIZED FUNDS | $496K |
VVISA INC | $494K |
VOVANGUARD INDEX FDS | $453K |
VMBSVANGUARD SCOTTSDALE FDS | $445K |
LOWLOWES COS INC | $441K |
VGSHVANGUARD SCOTTSDALE FDS | $439K |
ESGEISHARES INC | $434K |
ABTABBOTT LABS | $429K |
PLDPROLOGIS INC. | $428K |
JNJJOHNSON & JOHNSON | $427K |
UNHUNITEDHEALTH GROUP INC | $413K |
WMTWALMART INC | $413K |
COSTCOSTCO WHSL CORP NEW | $389K |
SCHASCHWAB STRATEGIC TR | $388K |
DUKDUKE ENERGY CORP NEW | $376K |
MAMASTERCARD INCORPORATED | $356K |
SPYSPDR S&P 500 ETF TR | $355K |
IWBISHARES TR | $340K |
BACBANK AMERICA CORP | $330K |
VTVVANGUARD INDEX FDS | $329K |
SCHRSCHWAB STRATEGIC TR | $327K |
4I1PHILIP MORRIS INTL INC | $317K |
ORCLORACLE CORP | $316K |
AMDADVANCED MICRO DEVICES INC | $306K |
NFLXNETFLIX INC | $303K |
CMCSACOMCAST CORP NEW | $285K |
ADPAUTOMATIC DATA PROCESSING IN | $277K |
RTXRTX CORPORATION | $273K |
DFUSDIMENSIONAL ETF TRUST | $271K |
VUGVANGUARD INDEX FDS | $271K |
BABOEING CO | $263K |
VGITVANGUARD SCOTTSDALE FDS | $255K |
BINCBLACKROCK ETF TRUST II | $240K |
KOCOCA COLA CO | $239K |
VEAVANGUARD TAX-MANAGED FDS | $233K |
PNCPNC FINL SVCS GROUP INC | $227K |
CVXCHEVRON CORP NEW | $218K |
MRKMERCK & CO INC | $213K |
TMOTHERMO FISHER SCIENTIFIC INC | $213K |
IWVISHARES TR | $206K |
WMWASTE MGMT INC DEL | $205K |
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