Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

  • $224 Billion
  • Q4 2024

Meredith Wealth Planning has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $45.4B, Dimensional ETF Tr Dimensional with a value of $24.6B, American Centy ETF Tr with a value of $23.3B, American Centy ETF Tr Avantis with a value of $19.6B, and Ishares Msci Usa Momentum Fact with a value of $17.6B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $210B to 224B.

Meredith Wealth Planning is based out at Maryville, IL

Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $224 Billion
ETFs: $177 Billion
Technology: $4.88 Billion
Communication Services: $2.65 Billion
Consumer Cyclical: $2.08 Billion
Financial Services: $442 Million
Industrials: $428 Million
Healthcare: $280 Million
Consumer Defensive: $237 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$6 Billion 2.67% of portfolio
-
Q4 2024 Added 58.03%
$3.79T
$2.52 Billion 1.12% of portfolio
10,069
Q4 2024 Added 9.65%
$1.22T
$1.55 Billion 0.69% of portfolio
8,211
Q4 2024 Added 3.26%
$2.42T
$1.29 Billion 0.57% of portfolio
5,880
Q4 2024 Added 30.78%
$1.55T
$1.1 Billion 0.49% of portfolio
1,873
Q4 2024 Added 0.81%
$3.09T
$1.04 Billion 0.46% of portfolio
2,463
Q4 2024 Reduced 1.6%
$299B
$793 Million 0.35% of portfolio
5,908
Q4 2024 Added 13.4%
$448M
$439 Million 0.2% of portfolio
38,100
Q4 2024 Reduced 11.17%
$196B
$428 Million 0.19% of portfolio
1,180
Q1 2024 Reduced 13.81%
$212B
$347 Million 0.15% of portfolio
1,197
Q4 2024 Added 3.91%
$89.6B
$297 Million 0.13% of portfolio
1,279
Q4 2024 Added 2.32%
$771B
$280 Million 0.12% of portfolio
363
Q3 2024 Reduced 2.16%
$266B
$237 Million 0.11% of portfolio
2,628
Q4 2024 New
$610B
$232 Million 0.1% of portfolio
512
Q4 2024 New
$19.4B
$231 Million 0.1% of portfolio
2,565
Q4 2024 New
$699M
$210 Million 0.09% of portfolio
9,594
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $224 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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