Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024

Meridian Wealth Partners, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $640 Million distributed in 108 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 $99.3M, Ishares Core U.S. Aggregate Bo with a value of $74.4M, Dimensional ETF Tr with a value of $72.6M, Schwab Strategic Tr Us Large C with a value of $67.4M, and Dimensional ETF Tr with a value of $27.2M.

Examining the 13F form we can see an increase of $75.9M in the current position value, from $564M to 640M.

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 $640 Million
ETFs: $568 Million
Technology: $18.3 Million
Financial Services: $6.61 Million
Consumer Cyclical: $5.74 Million
Communication Services: $4.15 Million
Healthcare: $3.96 Million
Consumer Defensive: $2.3 Million
Energy: $1.15 Million
Other: $2.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$99.3 Million 15.52% of portfolio
2,895,577
Q3 2024 Reduced 1.03%
$0
$74.4 Million 11.64% of portfolio
734,967
Q3 2024 Added 11.81%
$0
$72.6 Million 11.35% of portfolio
1,829,656
Q3 2024 Reduced 4.03%
$0
$67.4 Million 10.54% of portfolio
993,643
Q3 2024 Reduced 5.19%
$0
$27.2 Million 4.24% of portfolio
1,005,201
Q3 2024 Reduced 0.96%
$0
$23.9 Million 3.73% of portfolio
219,910
Q3 2024 Reduced 1.69%
$0
$21.5 Million 3.37% of portfolio
200,110
Q3 2024 New
$0
$21.4 Million 3.35% of portfolio
223,782
Q3 2024 Added 16.82%
$0
$19.6 Million 3.07% of portfolio
109,498
Q3 2024 Reduced 6.81%
$0
$19.3 Million 3.02% of portfolio
290,724
Q3 2024 Added 2.28%
$0
$18.4 Million 2.87% of portfolio
252,848
Q3 2024 Added 1.5%
$0
$17.7 Million 2.76% of portfolio
161,967
Q3 2024 Added 6.51%
$0
$15.7 Million 2.45% of portfolio
163,730
Q3 2024 New
$0
$12.6 Million 1.97% of portfolio
235,027
Q3 2024 Added 64.18%
$0
$10.5 Million 1.64% of portfolio
214,561
Q3 2024 Added 11.96%
$0
$9.42 Million 1.47% of portfolio
163,818
Q3 2024 New
$0
$8.76 Million 1.37% of portfolio
82,461
Q3 2024 Reduced 10.71%
$3.69T
$8.32 Million 1.3% of portfolio
35,731
Q3 2024 Reduced 8.93%
$0
$7.63 Million 1.19% of portfolio
91,769
Q3 2024 Reduced 4.68%
$0
$5.23 Million 0.82% of portfolio
9,061
Q3 2024 Reduced 4.38%
$0
$5.11 Million 0.8% of portfolio
99,927
Q3 2024 Added 2.26%
$0
$4.26 Million 0.67% of portfolio
15,039
Q3 2024 Added 1.91%
$3.11T
$3.21 Million 0.5% of portfolio
7,467
Q3 2024 Reduced 3.6%
$354B
$2.98 Million 0.47% of portfolio
24,514
Q3 2024 Reduced 6.52%
$0
$2.82 Million 0.44% of portfolio
44,813
Q3 2024 Reduced 1.72%
$430B
$2.53 Million 0.4% of portfolio
6,251
Q3 2024 Reduced 1.9%
$288B
$2.38 Million 0.37% of portfolio
42,239
Q3 2024 Reduced 0.49%
$0
$2.21 Million 0.35% of portfolio
34,072
Q3 2024 New
$0
$1.91 Million 0.3% of portfolio
3,614
Q3 2024 Added 0.36%
$0
$1.8 Million 0.28% of portfolio
21,292
Q3 2024 Reduced 1.99%
$0
$1.6 Million 0.25% of portfolio
24,686
Q3 2024 Added 2.47%
$1.27T
$1.51 Million 0.24% of portfolio
2,638
Q3 2024 Reduced 8.47%
$2.01T
$1.55 Million 0.24% of portfolio
8,322
Q3 2024 Reduced 4.76%
$0
$1.45 Million 0.23% of portfolio
30,864
Q3 2024 Added 21.68%
$0
$1.43 Million 0.22% of portfolio
11,418
Q3 2024 Reduced 2.79%
$1T
$1.34 Million 0.21% of portfolio
8,094
Q3 2024 Reduced 12.96%
$0
$1.36 Million 0.21% of portfolio
5,744
Q3 2024 Reduced 1.9%
$177B
$1.33 Million 0.21% of portfolio
6,842
Q3 2024 Added 0.4%
$0
$1.28 Million 0.2% of portfolio
17,099
Q3 2024 Reduced 3.15%
$313B
$992,000 0.16% of portfolio
5,027
Q3 2024 Added 0.28%
$168B
$944,000 0.15% of portfolio
1,829
Q3 2024 Reduced 0.33%
$729B
$809,000 0.13% of portfolio
3,840
Q3 2024 Reduced 12.45%
$508B
$848,000 0.13% of portfolio
7,237
Q3 2024 Reduced 29.4%
$0
$757,000 0.12% of portfolio
4,162
Q1 2024 Reduced 14.24%
$66.5B
$729,000 0.11% of portfolio
4,227
Q3 2024 Added 981.07%
$0
$703,000 0.11% of portfolio
14,798
Q3 2024 Reduced 0.71%
$1.01T
$683,000 0.11% of portfolio
4,087
Q3 2024 Reduced 6.37%
$418B
$669,000 0.1% of portfolio
3,867
Q3 2024 Reduced 1.15%
$223B
$621,000 0.1% of portfolio
3,790
Q3 2024 Reduced 0.52%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $640 Million
  • Prior Value $564 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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