Meridian Wealth Partners, LLC Purchases and Sells in Q1 2024

Meridian Wealth Partners, LLC

$552 Million
Q1 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	109K + 21.93%	$96.75 - $99.37 $10.6M - $10.8M	607K $59.4M
DFAU	26.2K + 1.4%	$32.59 - $36.54 $853K - $957K	1.9M $69.4M
SCHX	3.77K + 0.36%	$55.41 - $62.08 $209K - $234K	1.06M $65.5M
QUAL	578 + 0.49%	$144.62 - $165.44 $83.6K - $95.6K	118K $19.4M
VLUE	4.93K + 3.55%	$98.17 - $108.31 $484K - $534K	144K $15.6M
NVDA	59 + 2.1%	$475.69 - $950.02 $28.1K - $56.1K	2.86K $2.59M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADP	937 New	$232.51 - $255.87 $218K - $240K	937 $234K
NEE	3.31K New	$54.97 - $63.91 $182K - $211K	3.31K $211K
PNC	1.29K New	$144.85 - $161.6 $187K - $209K	1.29K $208K
RTX	2.13K New	$85.02 - $97.53 $181K - $208K	2.13K $207K
KO	3.35K New	$58.91 - $61.24 $197K - $205K	3.35K $204K
IWV	681 New	$268.36 - $300.08 $183K - $204K	681 $204K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-160K - 46.43%	$48.05 - $48.63 $7.69M - $7.78M	185K $8.9M
SUB	-39.4K - 28.08%	$104.73 - $105.42 $4.13M - $4.16M	101K $10.6M
SCHB	-76.2K - 21.99%	$54.61 - $61.05 $4.16M - $4.65M	270K $16.5M
BND	-1.2K - 6.33%	$71.76 - $73.66 $85.8K - $88K	17.7K $1.28M
VXF	-691 - 14.24%	$157.48 - $175.27 $109K - $121K	4.16K $729K
LBAI	-23 - 0.2%	$11.37 - $14.82 $262 - $341	11.7K $141K

Activity Summary All Purchases 71 New Holdings 10 Increased Positions 61 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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