Meridian Wealth Partners, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$659.1M
Holdings
106
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $99.2M |
DFAUDIMENSIONAL ETF TRUST | $74.8M |
AGGISHARES TR | $74.3M |
SCHXSCHWAB STRATEGIC TR | $69.4M |
DFAXDIMENSIONAL ETF TRUST | $24.9M |
MUBISHARES TR | $23.5M |
MBBISHARES TR | $21.1M |
EFGISHARES TR | $20.3M |
SCHBSCHWAB STRATEGIC TR | $19.9M |
QUALISHARES TR | $19.7M |
VLUEISHARES TR | $17.7M |
IXUSISHARES TR | $17.5M |
IVWISHARES TR | $17.1M |
PPGPPG INDS INC | $15.6M |
IEMGISHARES INC | $12.7M |
AAPLAPPLE INC | $11.2M |
SCHOSCHWAB STRATEGIC TR | $10.8M |
IWMISHARES TR | $9.3M |
EFVISHARES TR | $8.9M |
SUBISHARES TR | $8.6M |
SCHMSCHWAB STRATEGIC TR | $7.6M |
IVVISHARES TR | $5.1M |
VTEBVANGUARD MUN BD FDS | $4.7M |
VTIVANGUARD INDEX FDS | $4.4M |
MSFTMICROSOFT CORP | $3.2M |
NVDANVIDIA CORPORATION | $3.1M |
VEUVANGUARD INTL EQUITY INDEX F | $2.5M |
HDHOME DEPOT INC | $2.4M |
DFASDIMENSIONAL ETF TRUST | $2.4M |
AMZNAMAZON COM INC | $2.0M |
MRBKMERIDIAN CORPORATION | $2.0M |
VOOVANGUARD INDEX FDS | $1.9M |
SCHDSCHWAB STRATEGIC TR | $1.7M |
GOOGLALPHABET INC | $1.6M |
METAMETA PLATFORMS INC | $1.6M |
VXUSVANGUARD STAR FDS | $1.5M |
ITOTISHARES TR | $1.5M |
IUSBISHARES TR | $1.4M |
VBVANGUARD INDEX FDS | $1.4M |
BNDVANGUARD BD INDEX FDS | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
ABBVABBVIE INC | $927K |
TSLATESLA INC | $913K |
SPGIS&P GLOBAL INC | $913K |
AVGOBROADCOM INC | $893K |
JPMJPMORGAN CHASE & CO. | $810K |
XOMEXXON MOBIL CORP | $781K |
GOOGALPHABET INC | $774K |
PGPROCTER AND GAMBLE CO | $765K |
VXFVANGUARD INDEX FDS | $741K |
SCHZSCHWAB STRATEGIC TR | $672K |
WFCWELLS FARGO CO NEW | $631K |
GQ9SPDR GOLD TR | $617K |
VEAVANGUARD TAX-MANAGED FDS | $580K |
VIGVANGUARD SPECIALIZED FUNDS | $568K |
STBAS & T BANCORP INC | $544K |
MCDMCDONALDS CORP | $537K |
FULTFULTON FINL CORP PA | $531K |
LLYELI LILLY & CO | $518K |
VOVANGUARD INDEX FDS | $512K |
SCHASCHWAB STRATEGIC TR | $504K |
WMTWALMART INC | $495K |
VVISA INC | $476K |
ESGEISHARES INC | $474K |
LOWLOWES COS INC | $461K |
UNHUNITEDHEALTH GROUP INC | $442K |
VGSHVANGUARD SCOTTSDALE FDS | $432K |
VMBSVANGUARD SCOTTSDALE FDS | $430K |
JNJJOHNSON & JOHNSON | $422K |
PLDPROLOGIS INC. | $413K |
MAMASTERCARD INCORPORATED | $409K |
ORCLORACLE CORP | $401K |
VTVVANGUARD INDEX FDS | $387K |
ABTABBOTT LABS | $385K |
COSTCOSTCO WHSL CORP NEW | $373K |
BACBANK AMERICA CORP | $371K |
DWDMORGAN STANLEY | $370K |
AMDADVANCED MICRO DEVICES INC | $363K |
SPYSPDR S&P 500 ETF TR | $360K |
IWBISHARES TR | $357K |
VUGVANGUARD INDEX FDS | $355K |
DUKDUKE ENERGY CORP NEW | $341K |
CMCSACOMCAST CORP NEW | $329K |
SCHRSCHWAB STRATEGIC TR | $319K |
NFLXNETFLIX INC | $314K |
CVXCHEVRON CORP NEW | $312K |
MRKMERCK & CO INC | $295K |
DFUSDIMENSIONAL ETF TRUST | $286K |
ADPAUTOMATIC DATA PROCESSING IN | $285K |
CRMSALESFORCE INC | $278K |
KOCOCA COLA CO | $265K |
RTXRTX CORPORATION | $258K |
PNCPNC FINL SVCS GROUP INC | $258K |
BABOEING CO | $255K |
NJRNEW JERSEY RES CORP | $254K |
VGITVANGUARD SCOTTSDALE FDS | $250K |
NOWSERVICENOW INC | $236K |
DISDISNEY WALT CO | $230K |
TMOTHERMO FISHER SCIENTIFIC INC | $229K |
IWVISHARES TR | $227K |
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