Meridian Wealth Partners, LLC Purchases in Q1 2025

Meridian Wealth Partners, LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.95K
+ 0.25%
$95.85 - $99.25 $187K - $194K
769K $76.1M
IXUS
Ishares Tr

ETFs
854
+ 0.32%
$65.06 - $72.31 $55.6K - $61.8K
266K $18.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
CBU
Community Bank System, Inc.

Financial Services
10.9K
New
$56.08 - $67.99 $613K - $743K
10.9K $621K
MBB
Ishares Tr

ETFs
803
+ 0.35%
$90.37 - $94.08 $72.6K - $75.5K
231K $21.7M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.56K
+ 0.94%
$104.89 - $113.56 $164K - $178K
169K $18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.99K
+ 18.93%
$58.81 - $68.2 $411K - $476K
43.9K $2.62M
WM
Waste Management Inc

Industrials
889
New
$200.54 - $233.78 $178K - $208K
889 $205K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.27K
+ 8.7%
$27.01 - $28.54 $142K - $150K
65.8K $1.84M
PM
Philip Morris International Inc.

Consumer Defensive
217
+ 12.18%
$117.15 - $158.79 $25.4K - $34.5K
2K $317K
BND
Vanguard Bd Index Fd Inc Total

ETFs
222
+ 1.22%
$71.17 - $73.66 $15.8K - $16.4K
18.4K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.98%
$890.62 - $1076.86 $3.56K - $4.31K
412 $389K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
115
+ 0.39%
$22.46 - $23.26 $2.58K - $2.67K
29.7K $688K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
126
+ 1.33%
$44.68 - $46.49 $5.63K - $5.86K
9.62K $445K
BA
Boeing CO

Industrials
102
+ 7.05%
$148.15 - $186.25 $15.1K - $19K
1.55K $264K
SCHR
Schwab Intermediate Term Us Tr

ETFs
7
+ 0.05%
$24.05 - $24.86 $168 - $174
13.2K $327K
VGSH
Vanguard

ETFs
68
+ 0.92%
$58.07 - $58.69 $3.95K - $3.99K
7.5K $439K
Blackrock ETF Trust Ii
680
+ 17.37%
N/A
4.6K $0
Linde PLC
438
New
N/A
438 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 3.25%
$551.42 - $612.93 $11K - $12.3K
635 $355K
STBA
S&T Bancorp Inc

Financial Services
4
+ 0.03%
$35.43 - $41.22 $142 - $165
14.3K $528K
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 1.18%
$222.66 - $268.42 $4.9K - $5.91K
1.89K $441K
ITOT
Ishares Core S&P Total U.S. St

ETFs
102
+ 0.9%
$120.29 - $134.6 $12.3K - $13.7K
11.5K $1.4M
AVGO
Broadcom Inc.

Technology
12
+ 0.31%
$167.43 - $244.7 $2.01K - $2.94K
3.87K $647K
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.04%
$222.15 - $428.22 $222 - $428
2.26K $586K
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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