Meridian Wealth Partners, LLC Sells in Q4 2024

Meridian Wealth Partners, LLC

  • $657 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-2.98K
- 0.3%
$24.76 - $27.04 $73.8K - $80.6K
1M $24.9M
WFC
Wells Fargo & Company

Financial Services
-33.2K
- 78.7%
$54.98 - $77.35 $1.83M - $2.57M
9K $631K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.28K
- 5.28%
$49.79 - $51.14 $263K - $270K
94.6K $4.74M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.11K
- 2.48%
$57.29 - $63.1 $63.6K - $70.1K
43.7K $2.51M
AMD
Advanced Micro Devices Inc

Technology
-781
- 20.61%
$118.88 - $172.8 $92.8K - $135K
3.01K $363K
SUB
Ishares Short Term National Mu

ETFs
-1.27K
- 1.54%
$104.94 - $106.2 $133K - $135K
81.2K $8.56M
PEP
Pepsico Inc

Consumer Defensive
-526
- 28.57%
$151.29 - $176.1 $79.6K - $92.6K
1.32K $199K
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.16%
$385.02 - $431.37 $3.85K - $4.31K
6.24K $2.43M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-29K
- 1.0%
$33.92 - $36.6 $982K - $1.06M
2.87M $99.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-335
- 3.7%
$570.51 - $610.59 $191K - $205K
8.73K $5.14M
VIG
Vanguard Dividend Appreciation

ETFs
-437
- 13.09%
N/A
2.9K $528K
PLD
Prologis, Inc.

Real Estate
-1
- 0.03%
$101.4 - $126.96 $101 - $127
3.91K $413K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-834
- 5.54%
$33.39 - $37.66 $27.8K - $31.4K
14.2K $474K
IWM
Ishares Russell 2000 ETF

ETFs
-287
- 0.68%
$216.13 - $242.4 $62K - $69.6K
42K $9.28M
CMCSA
Comcast Corp

Communication Services
-20
- 0.23%
$37.39 - $45.14 $748 - $903
8.79K $329K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.11%
$288.47 - $316.54 $577 - $633
1.85K $537K
VO
Vanguard Mid Cap ETF

ETFs
-63
- 3.15%
$261.5 - $284.63 $16.5K - $17.9K
1.94K $512K
VXF
Vanguard Extended Market ETF

ETFs
-260
- 6.25%
$179.17 - $207.15 $46.6K - $53.9K
3.9K $741K
VB
Vanguard Small Cap ETF

ETFs
-82
- 1.43%
$233.76 - $261.58 $19.2K - $21.4K
5.66K $1.36M
Meridian Corporation
-142
- 0.1%
N/A
144K $0
JPM
Jpmorgan Chase & CO

Financial Services
-458
- 11.93%
$205.18 - $250.29 $94K - $115K
3.38K $810K
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.15%
$323.08 - $349.08 $323 - $349
680 $227K
WMT
Walmart Inc.

Consumer Defensive
-564
- 9.33%
$79.1 - $95.7 $44.6K - $54K
5.48K $495K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.35%
$124.26 - $134.12 $4.97K - $5.36K
11.4K $1.46M
V
Visa Inc.

Financial Services
-38
- 2.46%
$273.87 - $320.91 $10.4K - $12.2K
1.51K $476K
NVDA
Nvidia Corp

Technology
-1.72K
- 7.02%
$117.0 - $148.88 $201K - $256K
22.8K $3.06M
GOOG
Alphabet Inc.

Communication Services
-19
- 0.46%
$163.08 - $198.16 $3.1K - $3.77K
4.07K $774K
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 0.05%
$280.04 - $302.45 $1.96K - $2.12K
15K $4.36M
AVGO
Broadcom Inc.

Technology
-373
- 8.82%
$159.67 - $250.0 $59.6K - $93.3K
3.85K $893K
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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