Meridian Wealth Partners, LLC Sells in Q3 2024

Meridian Wealth Partners, LLC

  • $640 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-9.89K
- 10.71%
$104.3 - $106.3 $1.03M - $1.05M
82.5K $8.76M
IWM
Ishares Russell 2000 ETF

ETFs
-8.03K
- 15.96%
$200.87 - $224.6 $1.61M - $1.8M
42.3K $9.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8K
- 6.81%
$162.64 - $179.3 $1.3M - $1.44M
109K $19.6M
GOOGL
Alphabet Inc.

Communication Services
-1.21K
- 12.96%
$148.65 - $191.18 $179K - $230K
8.09K $1.34M
XOM
Exxon Mobil Corp

Energy
-3.01K
- 29.4%
$109.72 - $119.0 $331K - $359K
7.24K $848K
NVDA
Nvidia Corp

Technology
-1.71K
- 6.52%
$98.91 - $134.91 $169K - $231K
24.5K $2.98M
MSFT
Microsoft Corp

Technology
-279
- 3.6%
$395.15 - $467.56 $110K - $130K
7.47K $3.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-416
- 4.76%
$161.02 - $200.0 $67K - $83.2K
8.32K $1.55M
WFC
Wells Fargo & Company

Financial Services
-210
- 0.49%
$51.58 - $60.97 $10.8K - $12.8K
42.2K $2.38M
GOOG
Alphabet Inc.

Communication Services
-278
- 6.37%
$149.54 - $192.66 $41.6K - $53.6K
4.09K $683K
CVX
Chevron Corp

Energy
-399
- 16.29%
$137.88 - $161.97 $55K - $64.6K
2.05K $301K
JPM
Jpmorgan Chase & CO

Financial Services
-546
- 12.45%
$194.9 - $224.8 $106K - $123K
3.84K $809K
PFE
Pfizer Inc

Healthcare
-2.93K
- 27.28%
$27.7 - $31.39 $81.1K - $91.9K
7.81K $225K
MRK
Merck & Co., Inc.

Healthcare
-348
- 11.98%
$111.15 - $128.97 $38.7K - $44.9K
2.56K $290K
BA
Boeing CO

Industrials
-143
- 9.74%
$152.04 - $190.6 $21.7K - $27.3K
1.33K $201K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.1K
- 17.06%
$32.04 - $37.11 $99.2K - $115K
15.1K $548K
NEE
Nextera Energy Inc

Utilities
-1.14K
- 32.25%
$69.9 - $84.97 $79.8K - $97K
2.4K $202K
ADBE
Adobe Inc.

Technology
-37
- 7.91%
$508.13 - $586.55 $18.8K - $21.7K
431 $223K
AMGN
Amgen Inc

Healthcare
-103
- 12.67%
$309.38 - $337.38 $31.9K - $34.8K
710 $228K
LLY
Eli Lilly & CO

Healthcare
-11
- 1.62%
$772.14 - $960.02 $8.49K - $10.6K
666 $590K
NUE
Nucor Corp

Basic Materials
-28
- 1.98%
$137.77 - $166.14 $3.86K - $4.65K
1.39K $208K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 6.02%
$801.83 - $917.05 $20.8K - $23.8K
406 $359K
VIG
Vanguard Dividend Appreciation

ETFs
-33
- 0.98%
$182.15 - $182.15 $6.01K - $6.01K
3.34K $608K
XLK
Technology Sector Spdr

ETFs
-10
- 1.1%
$197.34 - $237.68 $1.97K - $2.38K
903 $203K
MA
Mastercard Inc

Financial Services
-98
- 11.3%
$429.6 - $500.99 $42.1K - $49.1K
769 $379K
VEA
Vanguard Ftse Developed Market

ETFs
-586
- 6.64%
$47.6 - $53.31 $27.9K - $31.2K
8.24K $434K
Meridian Corporation
-62.9K
- 30.39%
N/A
144K $0
Linde PLC
-10
- 2.07%
N/A
472 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-30
- 4.84%
$517.38 - $573.86 $15.5K - $17.2K
590 $338K
AMD
Advanced Micro Devices Inc

Technology
-20
- 0.52%
$128.67 - $183.96 $2.57K - $3.68K
3.79K $621K
CRM
Salesforce, Inc.

Technology
-38
- 4.58%
$238.42 - $276.53 $9.06K - $10.5K
792 $216K
JNJ
Johnson & Johnson

Healthcare
-271
- 9.18%
$145.48 - $167.38 $39.4K - $45.4K
2.68K $434K
V
Visa Inc.

Financial Services
-48
- 3.01%
$253.74 - $291.56 $12.2K - $14K
1.55K $424K
NFLX
Netflix Inc

Communication Services
-7
- 1.97%
$598.55 - $722.26 $4.19K - $5.06K
349 $247K
TSLA
Tesla, Inc.

Consumer Cyclical
-678
- 23.26%
$191.76 - $263.26 $130K - $178K
2.24K $585K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-557
- 3.15%
$71.45 - $75.64 $39.8K - $42.1K
17.1K $1.28M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-479
- 4.65%
$46.9 - $51.96 $22.5K - $24.9K
9.83K $506K
KO
Coca Cola CO

Consumer Defensive
-194
- 5.06%
$62.69 - $73.01 $12.2K - $14.2K
3.64K $261K
ORCL
Oracle Corp

Technology
-346
- 12.63%
$125.9 - $170.35 $43.6K - $58.9K
2.39K $407K
CMCSA
Comcast Corp

Communication Services
-48
- 0.54%
$37.33 - $41.78 $1.79K - $2.01K
8.81K $368K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-106
- 0.71%
$45.2 - $47.87 $4.79K - $5.07K
14.8K $703K
PG
Procter & Gamble CO

Consumer Defensive
-45
- 1.15%
$160.76 - $177.82 $7.23K - $8K
3.87K $669K
NJR
New Jersey Resources Corp

Utilities
-7
- 0.13%
$42.03 - $48.02 $294 - $336
5.45K $257K
PLD
Prologis, Inc.

Real Estate
-258
- 6.19%
$111.95 - $132.43 $28.9K - $34.2K
3.91K $493K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 1.16%
$531.86 - $624.21 $3.19K - $3.75K
513 $317K
ABT
Abbott Laboratories

Healthcare
-36
- 1.07%
$100.07 - $118.13 $3.6K - $4.25K
3.32K $378K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.21%
$233.44 - $279.45 $467 - $559
972 $268K
VO
Vanguard Mid Cap ETF

ETFs
-21
- 1.04%
$237.84 - $263.83 $4.99K - $5.54K
2K $528K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-328
- 2.79%
$113.41 - $125.62 $37.2K - $41.2K
11.4K $1.43M
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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