Meridian Wealth Partners, LLC Incresed Positions in Q4 2024

Meridian Wealth Partners, LLC

  • $657 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.83K
+ 24.7%
$221.69 - $259.02 $1.96M - $2.29M
44.6K $11.2M
DFAU
Dimensional ETF Tr

ETFs
17.1K
+ 0.94%
$39.27 - $42.38 $672K - $725K
1.85M $74.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2M
+ 201.19%
$22.4 - $68.28 $44.8M - $136M
2.99M $69.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.46K
+ 2.72%
$94.43 - $105.47 $421K - $470K
168K $17.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
587K
+ 201.81%
$22.01 - $66.82 $12.9M - $39.2M
877K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
745
+ 8.95%
$180.88 - $232.93 $135K - $174K
9.07K $1.99M
IEMG
Ishares Inc

ETFs
7.4K
+ 3.15%
N/A
242K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 1.07%
$213.65 - $479.86 $5.13K - $11.5K
2.26K $913K
SCHO
Schwab Short Term Us Treasury

ETFs
235K
+ 109.32%
$24.06 - $48.88 $5.64M - $11.5M
449K $10.8M
GOOGL
Alphabet Inc.

Communication Services
347
+ 4.29%
$161.86 - $196.66 $56.2K - $68.2K
8.44K $1.6M
VEA
Vanguard Ftse Developed Market

ETFs
3.91K
+ 47.41%
$47.57 - $52.44 $186K - $205K
12.1K $580K
VUG
Vanguard Growth ETF

ETFs
276
+ 46.7%
$378.79 - $428.11 $105K - $118K
867 $355K
GLD
Spdr Gold Trust

ETFs
501
+ 24.43%
$236.59 - $257.5 $119K - $129K
2.55K $617K
VTV
Vanguard Value ETF

ETFs
622
+ 37.36%
$168.32 - $181.87 $105K - $113K
2.29K $387K
PG
Procter & Gamble CO

Consumer Defensive
697
+ 18.02%
$161.05 - $179.7 $112K - $125K
4.56K $765K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 1.15%
$176.42 - $186.91 $222K - $236K
111K $19.7M
META
Meta Platforms, Inc.

Communication Services
40
+ 1.52%
$554.08 - $632.68 $22.2K - $25.3K
2.68K $1.58M
NFLX
Netflix Inc

Communication Services
4
+ 1.15%
$687.65 - $936.56 $2.75K - $3.75K
353 $314K
CRM
Salesforce, Inc.

Technology
42
+ 5.3%
$270.87 - $367.87 $11.4K - $15.5K
834 $278K
BA
Boeing CO

Industrials
121
+ 9.13%
$138.14 - $180.72 $16.7K - $21.9K
1.45K $255K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.11%
$521.84 - $558.82 $2.09K - $2.24K
3.62K $1.95M
BAC
Bank Of America Corp

Financial Services
115
+ 1.38%
$39.22 - $47.77 $4.51K - $5.49K
8.45K $371K
VGSH
Vanguard

ETFs
780
+ 11.73%
$58.02 - $58.88 $45.3K - $45.9K
7.43K $432K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1K
+ 11.83%
$45.17 - $47.23 $45.4K - $47.4K
9.49K $430K
MA
Mastercard Inc

Financial Services
9
+ 1.17%
$491.3 - $536.15 $4.42K - $4.83K
778 $409K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 4.24%
$567.81 - $607.81 $14.2K - $15.2K
615 $360K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.05K
+ 6.14%
$71.75 - $75.11 $75.3K - $78.9K
18.1K $1.31M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.51%
$280.08 - $307.97 $1.4K - $1.54K
977 $285K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.49%
$873.59 - $994.69 $1.75K - $1.99K
408 $373K
PNC
Pnc Financial Services Group, Inc.

Financial Services
8
+ 0.6%
$178.39 - $215.0 $1.43K - $1.72K
1.34K $258K
CVX
Chevron Corp

Energy
103
+ 5.02%
$141.15 - $162.53 $14.5K - $16.7K
2.15K $311K
TXN
Texas Instruments Inc

Technology
44
+ 0.64%
N/A
6.89K $1.34M
XLK
Technology Sector Spdr

ETFs
1
+ 0.11%
$220.26 - $241.44 $220 - $241
904 $210K
PM
Philip Morris International Inc.

Consumer Defensive
70
+ 4.09%
$118.38 - $133.06 $8.29K - $9.31K
1.78K $214K
ABT
Abbott Laboratories

Healthcare
91
+ 2.74%
$111.93 - $119.39 $10.2K - $10.9K
3.41K $385K
MRK
Merck & Co., Inc.

Healthcare
410
+ 16.03%
$96.31 - $114.76 $39.5K - $47.1K
2.97K $295K
KO
Coca Cola CO

Consumer Defensive
627
+ 17.23%
$61.74 - $71.71 $38.7K - $45K
4.27K $265K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.67K
+ 98.35%
$25.33 - $51.16 $245K - $494K
19.5K $504K
NJR
New Jersey Resources Corp

Utilities
4
+ 0.07%
$45.17 - $51.61 $181 - $206
5.45K $254K
ORCL
Oracle Corp

Technology
13
+ 0.54%
$165.41 - $192.43 $2.15K - $2.5K
2.41K $401K
VLUE
Ishares Msci Usa Value Factor

ETFs
5.17K
+ 3.19%
$104.01 - $115.38 $538K - $597K
167K $17.7M
RTX
Raytheon Technologies Corp

Industrials
26
+ 1.18%
$114.45 - $127.21 $2.98K - $3.31K
2.23K $258K
PEG
Public Service Enterprise Group Inc

Utilities
15
+ 0.62%
$81.87 - $94.51 $1.23K - $1.42K
2.44K $205K
JNJ
Johnson & Johnson

Healthcare
237
+ 8.84%
$143.34 - $165.86 $34K - $39.3K
2.92K $422K
DUK
Duke Energy Corp

Utilities
55
+ 1.77%
$105.76 - $120.76 $5.82K - $6.64K
3.17K $341K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.8K
+ 100.18%
$22.63 - $47.53 $335K - $705K
29.6K $672K
MSFT
Microsoft Corp

Technology
79
+ 1.06%
$406.35 - $454.46 $32.1K - $35.9K
7.55K $3.18M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.2K
+ 89.14%
$24.19 - $50.58 $150K - $314K
13.2K $319K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.22%
$480.36 - $529.17 $1.92K - $2.12K
1.83K $912K
Activity Summary
Buys All Purchases 72 New Holdings 7 Increased Positions 65 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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