Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $657 Million
  • Q4 2024

Meridian Wealth Partners, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $657 Million distributed in 106 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 $99.2M, Dimensional ETF Tr with a value of $74.8M, Ishares Core U.S. Aggregate Bo with a value of $74.3M, Schwab Strategic Tr Us Large C with a value of $69.4M, and Dimensional ETF Tr with a value of $24.9M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $640M to 657M.

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 $657 Million
ETFs: $571 Million
Technology: $21.1 Million
Basic Materials: $15.6 Million
Consumer Cyclical: $6.33 Million
Financial Services: $5.31 Million
Communication Services: $4.82 Million
Healthcare: $3.22 Million
Consumer Defensive: $2.31 Million
Other: $3.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $657 Million
  • Prior Value $640 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email