Meridian Wealth Partners, LLC Reduced Holdings in Q3 2024

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-415
- 4.38%
$520.18 - $576.82 $216K - $239K
9.06K $5.23M
RTX
Raytheon Technologies Corp

Industrials
-41
- 1.83%
$99.55 - $123.34 $4.08K - $5.06K
2.21K $267K
WMT
Walmart Inc.

Consumer Defensive
-463
- 7.11%
$66.91 - $81.4 $31K - $37.7K
6.05K $488K
MUB
Ishares National Muni Bond ETF

ETFs
-3.77K
- 1.69%
$106.13 - $108.7 $401K - $410K
220K $23.9M
META
Meta Platforms, Inc.

Communication Services
-244
- 8.47%
$453.41 - $572.44 $111K - $140K
2.64K $1.51M
AAPL
Apple Inc.

Technology
-3.5K
- 8.93%
$207.23 - $234.82 $726K - $823K
35.7K $8.32M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-54.4K
- 5.19%
$61.11 - $67.85 $3.32M - $3.69M
994K $67.4M
VB
Vanguard Small Cap ETF

ETFs
-111
- 1.9%
$214.77 - $237.72 $23.8K - $26.4K
5.74K $1.36M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.85%
$213.3 - $270.78 $3.41K - $4.33K
1.87K $506K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-433
- 1.99%
$77.02 - $85.06 $33.3K - $36.8K
21.3K $1.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.51K
- 4.68%
$75.47 - $83.18 $340K - $375K
91.8K $7.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
-783
- 1.72%
$56.47 - $63.69 $44.2K - $49.9K
44.8K $2.82M
HD
Home Depot, Inc.

Consumer Cyclical
-121
- 1.9%
$333.64 - $405.2 $40.4K - $49K
6.25K $2.53M
DFAU
Dimensional ETF Tr

ETFs
-76.8K
- 4.03%
$35.8 - $39.69 $2.75M - $3.05M
1.83M $72.6M
DFAX
Dimensional ETF Tr
-9.77K
- 0.96%
$24.29 - $27.25 $237K - $266K
1.01M $27.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-30.1K
- 1.03%
$31.05 - $34.29 $934K - $1.03M
2.9M $99.3M
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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