Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $552 Million
  • Q1 2024

Meridian Wealth Partners, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $552 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $95.6M, Dimensional ETF Tr with a value of $69.4M, Schwab Strategic Tr Us Large C with a value of $65.5M, Ishares Core U.S. Aggregate Bo with a value of $59.4M, and Ishares National Muni Bond ETF with a value of $28.4M.

Examining the 13F form we can see an increase of $30.5M in the current position value, from $521M to 552M.

Meridian Wealth Partners, LLC is based out at Blue Bell, PA

Below you can find more details about Meridian Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $552 Million
ETFs: $479 Million
Technology: $19.8 Million
Financial Services: $6.89 Million
Consumer Cyclical: $5.95 Million
Communication Services: $4.28 Million
Healthcare: $3.79 Million
Consumer Defensive: $1.89 Million
Energy: $1.55 Million
Other: $2.65 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$95.6 Million 17.32% of portfolio
2,990,774
Q1 2024 Reduced 2.13%
$0
$69.4 Million 12.59% of portfolio
1,900,627
Q1 2024 Added 1.4%
$0
$65.5 Million 11.88% of portfolio
1,055,878
Q1 2024 Added 0.36%
$0
$59.4 Million 10.77% of portfolio
606,679
Q1 2024 Added 21.93%
$0
$28.4 Million 5.14% of portfolio
263,670
Q1 2024 Added 4.72%
$0
$26.2 Million 4.75% of portfolio
1,029,699
Q1 2024 Reduced 2.73%
$0
$19.4 Million 3.51% of portfolio
117,771
Q1 2024 Added 0.49%
$0
$16.5 Million 2.99% of portfolio
270,327
Q1 2024 Reduced 21.99%
$0
$16.5 Million 2.98% of portfolio
178,048
Q1 2024 Added 5.29%
$0
$15.6 Million 2.82% of portfolio
143,827
Q1 2024 Added 3.55%
$0
$15.4 Million 2.79% of portfolio
227,207
Q1 2024 Reduced 2.88%
$0
$10.6 Million 1.92% of portfolio
100,956
Q1 2024 Reduced 28.08%
$0
$9.95 Million 1.8% of portfolio
47,332
Q1 2024 Added 3.47%
$0
$8.9 Million 1.61% of portfolio
184,634
Q1 2024 Reduced 46.43%
$0
$7.83 Million 1.42% of portfolio
96,209
Q1 2024 Reduced 1.09%
$0
$7.24 Million 1.31% of portfolio
140,256
Q1 2024 Added 5.05%
$0
$5.15 Million 0.93% of portfolio
9,797
Q1 2024 Reduced 0.17%
$0
$4.18 Million 0.76% of portfolio
16,068
Q1 2024 Reduced 1.35%
$1.75B
$3.98 Million 0.72% of portfolio
125,291
Q1 2024 Reduced 0.46%
$0
$3.13 Million 0.57% of portfolio
61,775
Q1 2024 Added 0.43%
$3.33T
$3.05 Million 0.55% of portfolio
7,241
Q1 2024 Added 0.65%
$0
$2.9 Million 0.53% of portfolio
49,509
Q1 2024 Added 0.86%
$308B
$2.59 Million 0.47% of portfolio
2,862
Q1 2024 Added 2.1%
$225B
$2.44 Million 0.44% of portfolio
42,175
Q1 2024 Added 0.57%
$352B
$2.42 Million 0.44% of portfolio
6,320
Q1 2024 Added 2.0%
$0
$1.81 Million 0.33% of portfolio
3,759
Q1 2024 Reduced 0.69%
$1.97T
$1.83 Million 0.33% of portfolio
10,125
Q1 2024 Added 12.85%
$0
$1.78 Million 0.32% of portfolio
22,132
Q1 2024 Added 0.03%
$1.09T
$1.41 Million 0.26% of portfolio
9,374
Q1 2024 Added 5.72%
$0
$1.42 Million 0.26% of portfolio
6,197
Q1 2024 Reduced 1.45%
$0
$1.45 Million 0.26% of portfolio
24,095
Q1 2024 Added 0.72%
$0
$1.39 Million 0.25% of portfolio
12,019
Q1 2024 Reduced 3.42%
$1.13T
$1.31 Million 0.24% of portfolio
2,700
Q1 2024 Reduced 11.82%
$0
$1.28 Million 0.23% of portfolio
17,684
Q1 2024 Reduced 6.33%
$480B
$1.2 Million 0.22% of portfolio
10,309
Q1 2024 Added 0.13%
$177B
$1.17 Million 0.21% of portfolio
6,709
Q1 2024 Added 2.27%
$0
$1.08 Million 0.19% of portfolio
23,595
Q4 2023 Added 184.28%
$303B
$884,000 0.16% of portfolio
4,856
Q1 2024 Added 2.99%
$593B
$830,000 0.15% of portfolio
4,145
Q1 2024 Added 7.13%
$145B
$770,000 0.14% of portfolio
1,811
Q1 2024 Added 1.06%
$262B
$730,000 0.13% of portfolio
4,049
Q1 2024 Added 0.22%
$0
$691,000 0.13% of portfolio
15,028
Q1 2024 Reduced 1.14%
$0
$729,000 0.13% of portfolio
4,162
Q1 2024 Reduced 14.24%
$0
$615,000 0.11% of portfolio
3,371
Q1 2024 Reduced 8.82%
$391B
$604,000 0.11% of portfolio
3,725
Q1 2024 Added 5.35%
$1.12T
$605,000 0.11% of portfolio
3,977
Q1 2024 Added 4.0%
$0
$538,000 0.1% of portfolio
10,946
Q1 2024 Reduced 1.08%
$104B
$538,000 0.1% of portfolio
4,138
Q1 2024 Added 2.07%
$860B
$561,000 0.1% of portfolio
722
Q1 2024 Added 18.95%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $552 Million
  • Prior Value $521 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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