Meridian Wealth Partners, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$659.1B
Holdings
106
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (106 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,866,625 | $99.2B | 15.04% | |
| 2 | DFAUDIMENSIONAL ETF TRUST | 1,846,764 | $74.8B | 11.34% | |
| 3 | AGGISHARES TR | 767,095 | $74.3B | 11.28% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,992,754 | $69.4B | 10.52% | |
| 5 | DFAXDIMENSIONAL ETF TRUST | 1,002,222 | $24.9B | 3.78% | |
| 6 | MUBISHARES TR | 220,295 | $23.5B | 3.56% | |
| 7 | MBBISHARES TR | 230,320 | $21.1B | 3.20% | |
| 8 | EFGISHARES TR | 210,143 | $20.3B | 3.09% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 877,441 | $19.9B | 3.02% | |
| 10 | QUALISHARES TR | 110,758 | $19.7B | 2.99% | |
| 11 | VLUEISHARES TR | 167,139 | $17.7B | 2.68% | |
| 12 | IXUSISHARES TR | 264,717 | $17.5B | 2.66% | |
| 13 | IVWISHARES TR | 168,185 | $17.1B | 2.59% | |
| 14 | PPGPPG INDS INC | 130,248 | $15.6B | 2.36% | |
| 15 | IEMGISHARES INC | 242,428 | $12.7B | 1.92% | |
| 16 | AAPLAPPLE INC | 44,558 | $11.2B | 1.69% | |
| 17 | SCHOSCHWAB STRATEGIC TR | 449,114 | $10.8B | 1.64% | |
| 18 | IWMISHARES TR | 41,996 | $9.3B | 1.41% | |
| 19 | EFVISHARES TR | 169,443 | $8.9B | 1.35% | |
| 20 | SUBISHARES TR | 81,190 | $8.6B | 1.30% | |
| 21 | SCHMSCHWAB STRATEGIC TR | 272,555 | $7.6B | 1.15% | |
| 22 | IVVISHARES TR | 8,726 | $5.1B | 0.78% | |
| 23 | VTEBVANGUARD MUN BD FDS | 94,648 | $4.7B | 0.72% | |
| 24 | VTIVANGUARD INDEX FDS | 15,032 | $4.4B | 0.66% | |
| 25 | MSFTMICROSOFT CORP | 7,546 | $3.2B | 0.48% | |
| 26 | NVDANVIDIA CORPORATION | 22,794 | $3.1B | 0.46% | |
| 27 | VEUVANGUARD INTL EQUITY INDEX F | 43,702 | $2.5B | 0.38% | |
| 28 | HDHOME DEPOT INC | 6,241 | $2.4B | 0.37% | |
| 29 | DFASDIMENSIONAL ETF TRUST | 36,901 | $2.4B | 0.36% | |
| 30 | AMZNAMAZON COM INC | 9,067 | $2.0B | 0.30% | |
| 31 | MRBKMERIDIAN CORPORATION | 143,834 | $2.0B | 0.30% | |
| 32 | VOOVANGUARD INDEX FDS | 3,618 | $1.9B | 0.30% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 60,549 | $1.7B | 0.25% | |
| 34 | GOOGLALPHABET INC | 8,441 | $1.6B | 0.24% | |
| 35 | METAMETA PLATFORMS INC | 2,678 | $1.6B | 0.24% | |
| 36 | VXUSVANGUARD STAR FDS | 25,730 | $1.5B | 0.23% | |
| 37 | ITOTISHARES TR | 11,378 | $1.5B | 0.22% | |
| 38 | IUSBISHARES TR | 30,924 | $1.4B | 0.21% | |
| 39 | VBVANGUARD INDEX FDS | 5,662 | $1.4B | 0.21% | |
| 40 | BNDVANGUARD BD INDEX FDS | 18,149 | $1.3B | 0.20% | |
| 41 | TXNTEXAS INSTRS INC | 6,886 | $1.3B | 0.20% | |
| 42 | ABBVABBVIE INC | 5,219 | $927.5M | 0.14% | |
| 43 | TSLATESLA INC | 2,261 | $913.1M | 0.14% | |
| 44 | SPGIS&P GLOBAL INC | 1,833 | $913.1M | 0.14% | |
| 45 | AVGOBROADCOM INC | 3,854 | $893.6M | 0.14% | |
| 46 | JPMJPMORGAN CHASE & CO. | 3,382 | $810.8M | 0.12% | |
| 47 | XOMEXXON MOBIL CORP | 7,262 | $781.1M | 0.12% | |
| 48 | GOOGALPHABET INC | 4,068 | $774.7M | 0.12% | |
| 49 | PGPROCTER AND GAMBLE CO | 4,564 | $765.2M | 0.12% | |
| 50 | VXFVANGUARD INDEX FDS | 3,902 | $741.3M | 0.11% | |
| 51 | SCHZSCHWAB STRATEGIC TR | 29,622 | $672.4M | 0.10% | |
| 52 | WFCWELLS FARGO CO NEW | 8,997 | $631.9M | 0.10% | |
| 53 | GQ9SPDR GOLD TR | 2,552 | $617.9M | 0.09% | |
| 54 | VEAVANGUARD TAX-MANAGED FDS | 12,141 | $580.6M | 0.09% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 2,901 | $568.1M | 0.09% | |
| 56 | STBAS & T BANCORP INC | 14,252 | $544.7M | 0.08% | |
| 57 | MCDMCDONALDS CORP | 1,853 | $537.2M | 0.08% | |
| 58 | FULTFULTON FINL CORP PA | 27,581 | $531.8M | 0.08% | |
| 59 | LLYELI LILLY & CO | 672 | $518.5M | 0.08% | |
| 60 | VOVANGUARD INDEX FDS | 1,940 | $512.4M | 0.08% | |
| 61 | SCHASCHWAB STRATEGIC TR | 19,492 | $504.1M | 0.08% | |
| 62 | WMTWALMART INC | 5,482 | $495.3M | 0.08% | |
| 63 | VVISA INC | 1,507 | $476.2M | 0.07% | |
| 64 | ESGEISHARES INC | 14,221 | $474.8M | 0.07% | |
| 65 | LOWLOWES COS INC | 1,872 | $461.9M | 0.07% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 875 | $442.5M | 0.07% | |
| 67 | VGSHVANGUARD SCOTTSDALE FDS | 7,428 | $432.2M | 0.07% | |
| 68 | VMBSVANGUARD SCOTTSDALE FDS | 9,489 | $430.2M | 0.07% | |
| 69 | JNJJOHNSON & JOHNSON | 2,919 | $422.1M | 0.06% | |
| 70 | PLDPROLOGIS INC. | 3,909 | $413.2M | 0.06% | |
| 71 | MAMASTERCARD INCORPORATED | 778 | $409.8M | 0.06% | |
| 72 | ORCLORACLE CORP | 2,407 | $401.1M | 0.06% | |
| 73 | VTVVANGUARD INDEX FDS | 2,287 | $387.2M | 0.06% | |
| 74 | ABTABBOTT LABS | 3,410 | $385.7M | 0.06% | |
| 75 | COSTCOSTCO WHSL CORP NEW | 408 | $373.8M | 0.06% | |
| 76 | BACBANK AMERICA CORP | 8,450 | $371.4M | 0.06% | |
| 77 | DWDMORGAN STANLEY | 2,949 | $370.8M | 0.06% | |
| 78 | AMDADVANCED MICRO DEVICES INC | 3,009 | $363.5M | 0.06% | |
| 79 | SPYSPDR S&P 500 ETF TR | 615 | $360.4M | 0.05% | |
| 80 | IWBISHARES TR | 1,111 | $358.0M | 0.05% | |
| 81 | VUGVANGUARD INDEX FDS | 867 | $355.9M | 0.05% | |
| 82 | DUKDUKE ENERGY CORP NEW | 3,171 | $341.6M | 0.05% | |
| 83 | CMCSACOMCAST CORP NEW | 8,791 | $329.9M | 0.05% | |
| 84 | SCHRSCHWAB STRATEGIC TR | 13,155 | $319.5M | 0.05% | |
| 85 | NFLXNETFLIX INC | 353 | $314.6M | 0.05% | |
| 86 | CVXCHEVRON CORP NEW | 2,154 | $312.0M | 0.05% | |
| 87 | MRKMERCK & CO INC | 2,967 | $295.2M | 0.04% | |
| 88 | DFUSDIMENSIONAL ETF TRUST | 4,496 | $286.6M | 0.04% | |
| 89 | ADPAUTOMATIC DATA PROCESSING IN | 977 | $286.0M | 0.04% | |
| 90 | CRMSALESFORCE INC | 834 | $278.9M | 0.04% | |
| 91 | KOCOCA COLA CO | 4,265 | $265.5M | 0.04% | |
| 92 | PNCPNC FINL SVCS GROUP INC | 1,342 | $258.8M | 0.04% | |
| 93 | RTXRTX CORPORATION | 2,231 | $258.1M | 0.04% | |
| 94 | BABOEING CO | 1,446 | $255.9M | 0.04% | |
| 95 | NJRNEW JERSEY RES CORP | 5,454 | $254.4M | 0.04% | |
| 96 | VGITVANGUARD SCOTTSDALE FDS | 4,324 | $250.8M | 0.04% | |
| 97 | NOWSERVICENOW INC | 223 | $236.1M | 0.04% | |
| 98 | DISDISNEY WALT CO | 2,073 | $230.8M | 0.04% | |
| 99 | TMOTHERMO FISHER SCIENTIFIC INC | 442 | $229.9M | 0.03% | |
| 100 | IWVISHARES TR | 680 | $227.4M | 0.03% |
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