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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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