Meridian Wealth Partners, LLC Reduced Holdings in Q1 2025

Meridian Wealth Partners, LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-118K
- 4.13%
$32.42 - $36.13 $3.83M - $4.27M
2.75M $90.7M
DFAU
Dimensional ETF Tr

ETFs
-34.8K
- 1.88%
$37.84 - $42.29 $1.32M - $1.47M
1.81M $69.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-51.8K
- 1.73%
$21.75 - $24.28 $1.13M - $1.26M
2.94M $64.9M
MUB
Ishares National Muni Bond ETF

ETFs
-20.8K
- 9.45%
$104.71 - $107.69 $2.18M - $2.24M
199K $21M
AAPL
Apple Inc.

Technology
-5.09K
- 11.43%
$209.68 - $247.1 $1.07M - $1.26M
39.5K $8.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.27K
- 1.94%
$92.45 - $106.69 $302K - $348K
165K $15.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-22.6K
- 2.58%
$21.23 - $23.75 $481K - $538K
855K $18.4M
PPG
Ppg Industries Inc

Basic Materials
-1.14K
- 0.87%
$107.44 - $124.29 $122K - $141K
129K $14.1M
IWM
Ishares Russell 2000 ETF

ETFs
-2.01K
- 4.78%
$198.1 - $229.79 $397K - $461K
40K $7.98M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.39K
- 2.16%
$168.16 - $186.21 $403K - $446K
108K $18.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.74K
- 2.84%
$25.58 - $29.24 $198K - $226K
265K $6.94M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.66K
- 18.26%
$190.26 - $242.06 $315K - $401K
7.41K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-545
- 6.25%
$554.06 - $615.85 $302K - $336K
8.18K $4.6M
MSFT
Microsoft Corp

Technology
-501
- 6.64%
$375.39 - $447.2 $188K - $224K
7.05K $2.64M
VTI
Vanguard Total Stock Market Et

ETFs
-1.11K
- 7.38%
$271.18 - $303.12 $301K - $336K
13.9K $3.83M
SUB
Ishares Short Term National Mu

ETFs
-5.11K
- 6.29%
$105.3 - $106.24 $538K - $543K
76.1K $8.03M
GOOGL
Alphabet Inc.

Communication Services
-1.08K
- 12.83%
$154.33 - $206.19 $167K - $223K
7.36K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
-7.56K
- 62.23%
$47.4 - $52.99 $358K - $400K
4.59K $233K
VXF
Vanguard Extended Market ETF

ETFs
-976
- 25.01%
$170.36 - $201.04 $166K - $196K
2.93K $504K
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.24K
- 14.28%
$56.51 - $62.98 $353K - $393K
37.5K $2.27M
VB
Vanguard Small Cap ETF

ETFs
-584
- 10.31%
$217.89 - $252.64 $127K - $148K
5.08K $1.13M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.47K
- 17.69%
$44.72 - $46.25 $245K - $253K
25.5K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-195
- 5.39%
$507.05 - $563.67 $98.9K - $110K
3.42K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
-130
- 2.08%
$347.25 - $424.87 $45.1K - $55.2K
6.11K $2.24M
GOOG
Alphabet Inc.

Communication Services
-224
- 5.51%
$156.06 - $207.71 $35K - $46.5K
3.84K $600K
PG
Procter & Gamble CO

Consumer Defensive
-907
- 19.87%
$158.56 - $176.26 $144K - $160K
3.66K $623K
META
Meta Platforms, Inc.

Communication Services
-153
- 5.71%
$576.36 - $736.67 $88.2K - $113K
2.53K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.93K
- 15.03%
$23.16 - $27.04 $67.9K - $79.2K
16.6K $388K
CVX
Chevron Corp

Energy
-848
- 39.37%
$146.71 - $167.97 $124K - $142K
1.31K $218K
ORCL
Oracle Corp

Technology
-142
- 5.9%
$139.81 - $186.47 $19.9K - $26.5K
2.27K $316K
VUG
Vanguard Growth ETF

ETFs
-135
- 15.57%
$369.1 - $427.61 $49.8K - $57.7K
732 $271K
WMT
Walmart Inc.

Consumer Defensive
-777
- 14.17%
$84.5 - $105.05 $65.7K - $81.6K
4.71K $413K
MRK
Merck & Co., Inc.

Healthcare
-593
- 19.99%
$83.01 - $101.02 $49.2K - $59.9K
2.37K $213K
IEMG
Ishares Inc

ETFs
-1.48K
- 0.61%
N/A
241K $12.9M
DFAX
Dimensional ETF Tr
-53.6K
- 5.35%
$24.45 - $27.2 $1.31M - $1.46M
949K $24.9M
VIG
Vanguard Dividend Appreciation

ETFs
-339
- 11.69%
N/A
2.56K $466K
VO
Vanguard Mid Cap ETF

ETFs
-187
- 9.64%
$251.87 - $277.95 $47.1K - $52K
1.75K $453K
VTV
Vanguard Value ETF

ETFs
-382
- 16.7%
$167.73 - $179.21 $64.1K - $68.5K
1.91K $329K
AMD
Advanced Micro Devices Inc

Technology
-26
- 0.86%
$96.63 - $129.55 $2.51K - $3.37K
2.98K $306K
MA
Mastercard Inc

Financial Services
-128
- 16.45%
$504.67 - $576.31 $64.6K - $73.8K
650 $356K
NJR
New Jersey Resources Corp

Utilities
-1.31K
- 24.04%
$45.25 - $49.37 $59.3K - $64.7K
4.14K $203K
CMCSA
Comcast Corp

Communication Services
-1.06K
- 12.09%
$33.19 - $38.23 $35.3K - $40.6K
7.73K $285K
BAC
Bank Of America Corp

Financial Services
-535
- 6.33%
$39.61 - $47.74 $21.2K - $25.5K
7.92K $330K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.8K
- 12.65%
$32.74 - $36.2 $58.9K - $65.1K
12.4K $434K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-49
- 3.65%
$168.84 - $202.89 $8.27K - $9.94K
1.29K $227K
UNH
Unitedhealth Group Inc

Healthcare
-86
- 9.83%
$461.52 - $548.18 $39.7K - $47.1K
789 $413K
JPM
Jpmorgan Chase & CO

Financial Services
-194
- 5.74%
$225.19 - $279.95 $43.7K - $54.3K
3.19K $782K
KO
Coca Cola CO

Consumer Defensive
-919
- 21.55%
$60.81 - $72.32 $55.9K - $66.5K
3.35K $239K
IWV
Ishares Russell 3000 ETF

ETFs
-30
- 4.41%
$313.1 - $349.83 $9.39K - $10.5K
650 $206K
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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