The Analysis of Meridian Wealth Partners, LLC's Holdings

Currently, Meridian Wealth Partners, LLC holds 113 types of securities in its portfolio with a total value $726.6M. In the most recent quarter, they have increased their positions in SCHX (+465.2K shares, valued at $12.3M), IVW (+93.3K shares, valued at $11.3M), EFG (+52.0K shares, valued at $5.9M); decreased their positions in DFAU (-712.7K shares, valued at $32.6M), PPG (-46.0K shares, valued at $4.8M), DFAC (-51.4K shares, valued at $2.0M); initiated new positions in N/A (+5.1K shares, valued at $392.7K), QQQ (+498 shares, valued at $298.8K), UNH (+817 shares, valued at $282.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.7M shares-1.90%2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR3.4M shares15.77%2025-09-302025-11-13

AGG ISHARES TR859.2K shares4.26%2025-09-302025-11-13

DFAU DIMENSIONAL ETF TRUST1.1M shares-39.07%2025-09-302025-11-13

IVW ISHARES TR258.0K shares56.62%2025-09-302025-11-13

EFG ISHARES TR262.9K shares24.69%2025-09-302025-11-13

DFAX DIMENSIONAL ETF TRUST945.8K shares-0.52%2025-09-302025-11-13

MBB ISHARES TR259.9K shares4.97%2025-09-302025-11-13

Sponsored

IXUS ISHARES TR295.2K shares5.24%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR897.7K shares1.84%2025-09-302025-11-13

VLUE ISHARES TR182.1K shares3.98%2025-09-302025-11-13

QUAL ISHARES TR113.1K shares4.43%2025-09-302025-11-13

MUB ISHARES TR200.1K shares-3.90%2025-09-302025-11-13

IEMG ISHARES INC284.7K shares16.66%2025-09-302025-11-13

EFV ISHARES TR234.7K shares40.51%2025-09-302025-11-13

SCHO SCHWAB STRATEGIC TR498.4K shares6.00%2025-09-302025-11-13

Sponsored

AAPL APPLE INC38.5K shares-4.27%2025-09-302025-11-13

IWM ISHARES TR40.1K shares-1.12%2025-09-302025-11-13

PPG PPG INDS INC82.4K shares-35.84%2025-09-302025-11-13

SUB ISHARES TR75.3K shares-4.79%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR265.5K shares-2.63%2025-09-302025-11-13

IVV ISHARES TR7.2K shares-9.29%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS93.0K shares-0.08%2025-09-302025-11-13

VTI VANGUARD INDEX FDS13.9K shares0.00%2025-09-302025-11-13

Sponsored

DFAS DIMENSIONAL ETF TRUST55.6K shares16.03%2025-09-302025-11-13

MSFT MICROSOFT CORP7.1K shares-9.24%2025-09-302025-11-13

NVDA NVIDIA CORPORATION19.7K shares-29.11%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F32.7K shares-9.11%2025-09-302025-11-13

HD HOME DEPOT INC5.5K shares-10.16%2025-09-302025-11-13

VOO VANGUARD INDEX FDS3.5K shares2.72%2025-09-302025-11-13

META META PLATFORMS INC2.5K shares-14.36%2025-09-302025-11-13

GOOGL ALPHABET INC7.2K shares-11.07%2025-09-302025-11-13

Sponsored

AMZN AMAZON COM INC7.8K shares-10.88%2025-09-302025-11-13

BND VANGUARD BD INDEX FDS20.0K shares5.19%2025-09-302025-11-13

VXUS VANGUARD STAR FDS19.8K shares-23.47%2025-09-302025-11-13

ITOT ISHARES TR9.9K shares-5.39%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR49.3K shares-27.40%2025-09-302025-11-13

AVGO BROADCOM INC3.7K shares-5.54%2025-09-302025-11-13

IUSB ISHARES TR25.6K shares0.42%2025-09-302025-11-13

TXN TEXAS INSTRS INC6.2K shares-3.45%2025-09-302025-11-13

Sponsored

MRBK MERIDIAN CORPORATION72.2K shares-48.31%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.3.0K shares-45.19%2025-09-302025-11-13

GOOG ALPHABET INC3.8K shares-17.63%2025-09-302025-11-13

GLD SPDR GOLD TR2.6K shares0.00%2025-09-302025-11-13

TSLA TESLA INC2.0K shares1.96%2025-09-302025-11-13

VB VANGUARD INDEX FDS3.6K shares-26.90%2025-09-302025-11-13

SPGI S&P GLOBAL INC1.8K shares-0.95%2025-09-302025-11-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13

Sponsored

XOM EXXON MOBIL CORP6.1K shares-1.70%2025-09-302025-11-13

VTV VANGUARD INDEX FDS3.4K shares70.23%2025-09-302025-11-13

CBU COMMUNITY FINANCIAL SYSTEM I10.9K shares-0.06%2025-09-302025-11-13

ORCL ORACLE CORP2.2K shares-2.28%2025-09-302025-11-13

ABBV ABBVIE INC2.6K shares-47.06%2025-09-302025-11-13

VXF VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-11-13

MCD MCDONALDS CORP1.8K shares-0.50%2025-09-302025-11-13

VO VANGUARD INDEX FDS1.8K shares0.28%2025-09-302025-11-13

Sponsored

FULT FULTON FINL CORP PA27.5K shares0.00%2025-09-302025-11-13

ESGE ISHARES INC11.4K shares-8.29%2025-09-302025-11-13

VMBS VANGUARD SCOTTSDALE FDS10.3K shares6.54%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS8.2K shares8.73%2025-09-302025-11-13

WMT WALMART INC4.6K shares-3.27%2025-09-302025-11-13

V VISA INC1.4K shares-5.71%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR17.1K shares-0.33%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC2.9K shares-25.66%2025-09-302025-11-13

Sponsored

JNJ JOHNSON & JOHNSON2.5K shares-6.19%2025-09-302025-11-13

LOW LOWES COS INC1.8K shares-1.43%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-9.63%2025-09-302025-11-13

LLY ELI LILLY & CO576 shares-13.77%2025-09-302025-11-13

CNTA CENTESSA PHARMACEUTICALS PLC18.1K shares-52.49%2025-09-302025-11-13

VUG VANGUARD INDEX FDS859 shares20.99%2025-09-302025-11-13

IWB ISHARES TR1.1K shares0.00%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR606 shares0.00%2025-09-302025-11-13

Sponsored

VANGUARD MALVERN FDS VANGUARD MALVERN FDS5.1K sharesnew addition2025-09-302025-11-13

PG PROCTER AND GAMBLE CO2.5K shares-31.07%2025-09-302025-11-13

SCHZ SCHWAB STRATEGIC TR16.5K shares-43.43%2025-09-302025-11-13

NFLX NETFLIX INC317 shares-6.76%2025-09-302025-11-13

MA MASTERCARD INCORPORATED632 shares-5.53%2025-09-302025-11-13

VGT VANGUARD WORLD FD467 shares47.32%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS5.8K shares-0.89%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW367 shares-5.90%2025-09-302025-11-13

Sponsored

RTX RTX CORPORATION2.0K shares-4.97%2025-09-302025-11-13

SCHR SCHWAB STRATEGIC TR13.3K shares0.98%2025-09-302025-11-13

IAU ISHARES GOLD TR4.5K shares0.33%2025-09-302025-11-13

DFUS DIMENSIONAL ETF TRUST4.5K shares0.00%2025-09-302025-11-13

BAC BANK AMERICA CORP6.3K shares-19.35%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC1.9K shares-8.50%2025-09-302025-11-13

QQQ INVESCO QQQ TR498 sharesnew addition2025-09-302025-11-13

ABT ABBOTT LABS2.2K shares-34.51%2025-09-302025-11-13

Sponsored

BA BOEING CO1.4K shares-24.68%2025-09-302025-11-13

BINC BLACKROCK ETF TRUST II5.4K shares7.37%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC817 sharesnew addition2025-09-302025-11-13

TEL TE CONNECTIVITY PLC1.3K shares-1.02%2025-09-302025-11-13

APP APPLOVIN CORP374 sharesnew addition2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN891 shares-3.57%2025-09-302025-11-13

PNC PNC FINL SVCS GROUP INC1.3K shares-1.77%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-59.91%2025-09-302025-11-13

Sponsored

XLK SELECT SECTOR SPDR TR903 shares0.00%2025-09-302025-11-13

IWV ISHARES TR650 shares0.00%2025-09-302025-11-13

PLD PROLOGIS INC.2.1K shares-44.48%2025-09-302025-11-13

VGIT VANGUARD SCOTTSDALE FDS3.8K shares-12.12%2025-09-302025-11-13

CMCSA COMCAST CORP NEW7.2K shares-16.19%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW1.8K shares-41.04%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-09-302025-11-13

CSCO CISCO SYS INC3.3K shares-4.36%2025-09-302025-11-13

Sponsored

GS GOLDMAN SACHS GROUP INC279 shares-10.58%2025-09-302025-11-13

GE GE AEROSPACE736 sharesnew addition2025-09-302025-11-13

MRK MERCK & CO INC2.6K sharesnew addition2025-09-302025-11-13

PEG PUBLIC SVC ENTERPRISE GRP IN2.6K shares6.01%2025-09-302025-11-13

WFC WELLS FARGO CO NEW2.5K shares-71.12%2025-09-302025-11-13

KO COCA COLA CO3.2K shares-8.98%2025-09-302025-11-13

LIN LINDE PLC439 shares-3.52%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC424 sharesnew addition2025-09-302025-11-13

Sponsored

WM WASTE MGMT INC DEL906 shares0.67%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available