Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $624 Million
  • Q1 2025

Meridian Wealth Partners, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $624 Million distributed in 103 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 $90.7M, Ishares Core U.S. Aggregate Bo with a value of $76.1M, Dimensional ETF Tr with a value of $69.7M, Schwab Strategic Tr Us Large C with a value of $64.9M, and Dimensional ETF Tr with a value of $24.9M.

Examining the 13F form we can see an decrease of $33M in the current position value, from $657M to 624M.

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 $624 Million
ETFs: $546 Million
Technology: $16.4 Million
Basic Materials: $14.1 Million
Financial Services: $6.17 Million
Consumer Cyclical: $5.23 Million
Communication Services: $3.78 Million
Healthcare: $3.25 Million
Consumer Defensive: $1.98 Million
Other: $3.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90.7 Million 14.52% of portfolio
2,748,362
Q1 2025 Reduced 4.13%
$0
$76.1 Million 12.18% of portfolio
769,046
Q1 2025 Added 0.25%
$0
$69.7 Million 11.16% of portfolio
1,811,961
Q1 2025 Reduced 1.88%
$0
$64.9 Million 10.4% of portfolio
2,940,932
Q1 2025 Reduced 1.73%
$0
$24.9 Million 3.98% of portfolio
948,582
Q1 2025 Reduced 5.35%
$0
$21.7 Million 3.47% of portfolio
231,123
Q1 2025 Added 0.35%
$0
$21 Million 3.37% of portfolio
199,472
Q1 2025 Reduced 9.45%
$0
$20.7 Million 3.32% of portfolio
207,289
Q1 2025 Reduced 1.36%
$0
$18.5 Million 2.97% of portfolio
108,364
Q1 2025 Reduced 2.16%
$0
$18.5 Million 2.97% of portfolio
265,571
Q1 2025 Added 0.32%
$0
$18.4 Million 2.95% of portfolio
854,807
Q1 2025 Reduced 2.58%
$0
$18 Million 2.88% of portfolio
168,703
Q1 2025 Added 0.94%
$0
$15.3 Million 2.45% of portfolio
164,919
Q1 2025 Reduced 1.94%
$27.1B
$14.1 Million 2.26% of portfolio
129,112
Q1 2025 Reduced 0.87%
$0
$12.9 Million 2.07% of portfolio
240,951
Q1 2025 Reduced 0.61%
$0
$10.9 Million 1.74% of portfolio
447,392
Q1 2025 Reduced 0.38%
$3.45T
$8.77 Million 1.4% of portfolio
39,465
Q1 2025 Reduced 11.43%
$0
$8.03 Million 1.29% of portfolio
76,082
Q1 2025 Reduced 6.29%
$0
$7.98 Million 1.28% of portfolio
39,990
Q1 2025 Reduced 4.78%
$0
$6.94 Million 1.11% of portfolio
264,817
Q1 2025 Reduced 2.84%
$0
$4.7 Million 0.75% of portfolio
94,648
Q4 2024 Reduced 5.28%
$0
$4.6 Million 0.74% of portfolio
8,181
Q1 2025 Reduced 6.25%
$0
$3.83 Million 0.61% of portfolio
13,922
Q1 2025 Reduced 7.38%
$0
$2.62 Million 0.42% of portfolio
43,886
Q1 2025 Added 18.93%
$3.77T
$2.64 Million 0.42% of portfolio
7,045
Q1 2025 Reduced 6.64%
$0
$2.27 Million 0.36% of portfolio
37,462
Q1 2025 Reduced 14.28%
$380B
$2.24 Million 0.36% of portfolio
6,111
Q1 2025 Reduced 2.08%
$416B
$2.19 Million 0.35% of portfolio
20,233
Q1 2025 Reduced 11.24%
$0
$1.84 Million 0.29% of portfolio
65,819
Q1 2025 Added 8.7%
$0
$1.76 Million 0.28% of portfolio
3,423
Q1 2025 Reduced 5.39%
$0
$1.62 Million 0.26% of portfolio
26,009
Q1 2025 Added 1.08%
$2.32T
$1.41 Million 0.23% of portfolio
7,411
Q1 2025 Reduced 18.26%
$1.58T
$1.46 Million 0.23% of portfolio
2,525
Q1 2025 Reduced 5.71%
$0
$1.35 Million 0.22% of portfolio
18,371
Q1 2025 Added 1.22%
$0
$1.4 Million 0.22% of portfolio
11,480
Q1 2025 Added 0.9%
$177B
$1.32 Million 0.21% of portfolio
6,780
Q1 2025 Reduced 1.54%
$0
$1.17 Million 0.19% of portfolio
25,454
Q1 2025 Reduced 17.69%
$1.14T
$1.14 Million 0.18% of portfolio
7,358
Q1 2025 Reduced 12.83%
$0
$1.13 Million 0.18% of portfolio
5,078
Q1 2025 Reduced 10.31%
$331B
$1.03 Million 0.17% of portfolio
4,937
Q1 2025 Reduced 5.4%
$169B
$908,000 0.15% of portfolio
1,788
Q1 2025 Reduced 2.45%
$855B
$782,000 0.13% of portfolio
3,188
Q1 2025 Reduced 5.74%
$429B
$798,000 0.13% of portfolio
1
Q1 2025 New
$452B
$798,000 0.13% of portfolio
6,716
Q1 2025 Reduced 7.52%
$109B
$735,000 0.12% of portfolio
2,552
Q4 2024 Added 24.43%
$0
$688,000 0.11% of portfolio
29,737
Q1 2025 Added 0.39%
$113B
$647,000 0.1% of portfolio
3,866
Q1 2025 Added 0.31%
$1.17T
$600,000 0.1% of portfolio
3,844
Q1 2025 Reduced 5.51%
$375B
$623,000 0.1% of portfolio
3,657
Q1 2025 Reduced 19.87%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $624 Million
  • Prior Value $657 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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