Meridian Wealth Partners, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $640 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $99.3M, Ishares Core U.S. Aggregate Bo with a value of $74.4M, Dimensional ETF Tr with a value of $72.6M, Schwab Strategic Tr Us Large C with a value of $67.4M, and Dimensional ETF Tr with a value of $27.2M.
Examining the 13F form we can see an increase of $75.9M in the current position value, from $564M to 640M.
Meridian Wealth Partners, LLC is based out at Blue Bell, PA
Below you can find more details about Meridian Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$640 Million
ETFs: $568 Million
Technology: $18.3 Million
Financial Services: $6.61 Million
Consumer Cyclical: $5.74 Million
Communication Services: $4.15 Million
Healthcare: $3.96 Million
Consumer Defensive: $2.3 Million
Energy: $1.15 Million
Other: $2.68 Million
Stock Holdings Table Market Cap. of $200 Billions or more
