Meridian Wealth Partners, LLC Incresed Positions in Q2 2025

Meridian Wealth Partners, LLC

  • $685 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
12.1K
+ 0.67%
$34.04 - $42.36 $414K - $515K
1.82M $77.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.59K
+ 0.29%
$19.6 - $24.44 $168K - $210K
2.95M $72.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55K
+ 7.15%
$96.84 - $99.46 $5.33M - $5.47M
824K $81.7M
IXUS
Ishares Tr

ETFs
14.9K
+ 5.62%
$62.37 - $77.63 $930K - $1.16M
280K $21.7M
DFAX
Dimensional ETF Tr
2.19K
+ 0.23%
$23.37 - $29.39 $51.1K - $64.2K
951K $27.9M
EFG
Msci Eafe Growth ETF

ETFs
3.53K
+ 1.7%
$89.8 - $112.0 $317K - $395K
211K $23.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26.7K
+ 3.12%
$19.1 - $23.83 $510K - $636K
881K $21M
NVDA
Nvidia Corp

Technology
7.49K
+ 37.03%
$94.31 - $157.99 $707K - $1.18M
27.7K $4.38M
VLUE
Ishares Msci Usa Value Factor

ETFs
6.44K
+ 3.82%
$93.5 - $113.21 $603K - $730K
175K $19.8M
MBB
Ishares Tr

ETFs
16.5K
+ 7.13%
$91.41 - $94.22 $1.51M - $1.55M
248K $23.2M
JPM
Jpmorgan Chase & CO

Financial Services
2.23K
+ 69.92%
$210.28 - $289.91 $469K - $646K
5.42K $1.57M
EFV
Msci Eafe Value ETF

ETFs
254
+ 0.15%
$52.4 - $64.65 $13.3K - $16.4K
167K $10.6M
IWM
Ishares Russell 2000 ETF

ETFs
555
+ 1.39%
$174.82 - $215.79 $97K - $120K
40.5K $8.75M
MUB
Ishares National Muni Bond ETF

ETFs
8.74K
+ 4.38%
$102.31 - $105.8 $894K - $925K
208K $21.8M
META
Meta Platforms, Inc.

Communication Services
413
+ 16.36%
$484.66 - $738.09 $200K - $305K
2.94K $2.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.86K
+ 2.97%
$22.92 - $28.05 $180K - $220K
273K $7.65M
SCHO
Schwab Short Term Us Treasury

ETFs
22.8K
+ 5.1%
$24.19 - $24.45 $552K - $557K
470K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 18.36%
$167.32 - $223.3 $228K - $304K
8.77K $1.92M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4K
+ 9.11%
$52.31 - $63.72 $209K - $255K
47.9K $3.05M
AVGO
Broadcom Inc.

Technology
12
+ 0.31%
$146.29 - $275.65 $1.76K - $3.31K
3.88K $1.07M
SUB
Ishares Short Term National Mu

ETFs
3.06K
+ 4.02%
$104.77 - $106.34 $320K - $325K
79.1K $8.42M
GOOGL
Alphabet Inc.

Communication Services
739
+ 10.04%
$144.7 - $178.6 $107K - $132K
8.1K $1.43M
AMD
Advanced Micro Devices Inc

Technology
867
+ 29.06%
$78.21 - $143.81 $67.8K - $125K
3.85K $546K
GOOG
Alphabet Inc.

Communication Services
729
+ 18.96%
$146.58 - $180.01 $107K - $131K
4.57K $811K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.06%
$456.74 - $568.03 $913 - $1.14K
3.43K $1.95M
ORCL
Oracle Corp

Technology
20
+ 0.88%
$122.82 - $218.63 $2.46K - $4.37K
2.29K $499K
IEMG
Ishares Inc

ETFs
3.13K
+ 1.3%
N/A
244K $13.1M
NFLX
Netflix Inc

Communication Services
15
+ 4.62%
$855.86 - $1339.13 $12.8K - $20.1K
340 $455K
BA
Boeing CO

Industrials
255
+ 16.47%
$136.59 - $217.51 $34.8K - $55.5K
1.8K $377K
VEA
Vanguard Ftse Developed Market

ETFs
1.27K
+ 27.58%
$45.65 - $57.01 $57.7K - $72.1K
5.85K $333K
WFC
Wells Fargo & Company

Financial Services
39
+ 0.44%
$60.98 - $80.12 $2.38K - $3.12K
8.81K $705K
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 3.1%
$149.23 - $184.95 $9.25K - $11.5K
2.06K $375K
WMT
Walmart Inc.

Consumer Defensive
99
+ 2.1%
$81.79 - $99.98 $8.1K - $9.9K
4.8K $469K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
19
+ 0.15%
$30.87 - $39.17 $587 - $744
12.4K $487K
BND
Vanguard Bd Index Fd Inc Total

ETFs
624
+ 3.4%
$72.02 - $73.82 $44.9K - $46.1K
19K $1.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
598
+ 3.61%
$20.42 - $25.3 $12.2K - $15.1K
17.2K $434K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.29%
$228.54 - $279.83 $1.14K - $1.4K
1.76K $491K
CSCO
Cisco Systems, Inc.

Technology
152
+ 4.65%
$53.19 - $69.38 $8.08K - $10.5K
3.42K $237K
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.42%
$113.75 - $148.48 $5.69K - $7.42K
2.11K $308K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.11%
$438.31 - $527.29 $877 - $1.05K
1.79K $943K
V
Visa Inc.

Financial Services
76
+ 5.38%
$308.27 - $373.31 $23.4K - $28.4K
1.49K $528K
ABT
Abbott Laboratories

Healthcare
121
+ 3.74%
$123.95 - $138.08 $15K - $16.7K
3.36K $456K
VTV
Vanguard Value ETF

ETFs
114
+ 5.98%
$153.67 - $176.74 $17.5K - $20.1K
2.02K $356K
CMCSA
Comcast Corp

Communication Services
919
+ 11.89%
$32.84 - $36.72 $30.2K - $33.7K
8.65K $308K
MA
Mastercard Inc

Financial Services
19
+ 2.92%
$479.92 - $590.74 $9.12K - $11.2K
669 $375K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 0.7%
$149.76 - $186.42 $1.35K - $1.68K
1.3K $242K
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 0.52%
$335.24 - $380.78 $10.7K - $12.2K
6.14K $2.25M
ADP
Automatic Data Processing Inc

Industrials
16
+ 1.76%
$276.76 - $326.81 $4.43K - $5.23K
924 $284K
KO
Coca Cola CO

Consumer Defensive
129
+ 3.86%
$68.37 - $73.9 $8.82K - $9.53K
3.48K $245K
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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