Meridian Wealth Partners, LLC Incresed Positions in Q3 2025

Meridian Wealth Partners, LLC

  • $721 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
465K
+ 15.77%
$24.46 - $26.5 $11.4M - $12.3M
3.41M $89.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
93.3K
+ 56.62%
$108.97 - $121.65 $10.2M - $11.3M
258K $31.2M
EFG
Msci Eafe Growth ETF

ETFs
52K
+ 24.69%
$106.99 - $114.46 $5.57M - $5.96M
263K $29.9M
EFV
Msci Eafe Value ETF

ETFs
67.6K
+ 40.51%
$62.79 - $68.42 $4.25M - $4.63M
235K $15.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35.1K
+ 4.26%
$97.75 - $100.75 $3.43M - $3.54M
859K $86.1M
VLUE
Ishares Msci Usa Value Factor

ETFs
6.97K
+ 3.98%
$111.55 - $125.05 $778K - $872K
182K $22.8M
IXUS
Ishares Tr

ETFs
14.7K
+ 5.24%
$76.35 - $82.58 $1.12M - $1.21M
295K $24.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.8K
+ 4.43%
$182.33 - $194.5 $876K - $934K
113K $22M
IEMG
Ishares Inc

ETFs
40.7K
+ 16.66%
N/A
285K $15.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.2K
+ 1.84%
$23.82 - $25.84 $387K - $419K
898K $23.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.68K
+ 16.03%
$63.41 - $69.69 $487K - $535K
55.6K $3.8M
SCHO
Schwab Short Term Us Treasury

ETFs
28.2K
+ 6.0%
$24.23 - $24.42 $683K - $689K
498K $12.2M
VTV
Vanguard Value ETF

ETFs
1.42K
+ 70.23%
$175.51 - $186.57 $249K - $265K
3.44K $640K
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 1.96%
$293.94 - $444.72 $11.5K - $17.3K
2.03K $904K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 2.72%
$567.77 - $614.76 $52.8K - $57.2K
3.52K $2.15M
VGT
Vanguard Information Technolog

ETFs
150
+ 47.32%
$656.44 - $753.15 $98.5K - $113K
467 $348K
VUG
Vanguard Growth ETF

ETFs
149
+ 20.99%
$433.97 - $484.08 $64.7K - $72.1K
859 $411K
BND
Vanguard Bd Index Fd Inc Total

ETFs
985
+ 5.19%
$72.57 - $74.72 $71.5K - $73.6K
20K $1.49M
IAU
Ishares Gold Trust

ETFs
15
+ 0.33%
$61.62 - $72.77 $924 - $1.09K
4.51K $328K
VGSH
Vanguard

ETFs
657
+ 8.73%
$58.43 - $58.88 $38.4K - $38.7K
8.18K $481K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
633
+ 6.54%
$45.72 - $47.27 $28.9K - $29.9K
10.3K $483K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.28%
$279.83 - $293.74 $1.4K - $1.47K
1.76K $517K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
108
+ 0.42%
$45.6 - $46.92 $4.92K - $5.07K
25.6K $1.2M
PEG
Public Service Enterprise Group Inc

Utilities
145
+ 6.01%
$79.99 - $90.14 $11.6K - $13.1K
2.56K $213K
SCHR
Schwab Intermediate Term Us Tr

ETFs
129
+ 0.98%
$24.69 - $25.26 $3.19K - $3.26K
13.3K $334K
Blackrock ETF Trust Ii
371
+ 7.37%
N/A
5.4K $0
WM
Waste Management Inc

Industrials
6
+ 0.67%
$213.88 - $237.1 $1.28K - $1.42K
906 $200K
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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