Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $564 Million
  • Q2 2024

Meridian Wealth Partners, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $564 Million distributed in 107 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 $94.3M, Dimensional ETF Tr with a value of $71.5M, Schwab Strategic Tr Us Large C with a value of $67.3M, Ishares Core U.S. Aggregate Bo with a value of $63.8M, and Dimensional ETF Tr with a value of $25.8M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $552M to 564M.

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 $564 Million
ETFs: $487 Million
Technology: $23.3 Million
Financial Services: $7.24 Million
Consumer Cyclical: $5.34 Million
Communication Services: $5.2 Million
Healthcare: $3.89 Million
Consumer Defensive: $2 Million
Energy: $1.56 Million
Other: $2.51 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $564 Million
  • Prior Value $552 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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