HoldingsChannel.com
Meridian Wealth Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 498,027 +498,027 $25,140
     SCHO498,027+498,027$25,140
SCHWAB STRATEGIC TR 250,999 +250,999 $19,279
     SCHX250,999+250,999$19,279
ISHARES TR (MUB) 166,843 +166,843 $19,005
     MUB166,843+166,843$19,005
ISHARES TR (IXUS) 182,877 +182,877 $11,320
     IXUS182,877+182,877$11,320
SCHWAB STRATEGIC TR 137,665 +137,665 $10,584
     SCHB137,665+137,665$10,584
SCHWAB STRATEGIC TR 295,374 +295,374 $9,933
     SCHF295,374+295,374$9,933
SCHWAB STRATEGIC TR 137,087 +137,087 $8,246
     SCHM137,087+137,087$8,246
ISHARES TR (USMV) 115,152 +115,152 $7,554
     USMV115,152+115,152$7,554
VANGUARD INTL EQUITY INDEX F (VWO) 133,277 +133,277 $5,927
     VWO133,277+133,277$5,927
SCHWAB STRATEGIC TR 117,999 +117,999 $3,230
     SCHE117,999+117,999$3,230
VANGUARD INDEX FDS (VTI) 15,982 +15,982 $2,615
     VTI15,982+15,982$2,615
ISHARES TR (SUB) 23,866 +23,866 $2,548
     SUB23,866+23,866$2,548
WELLS FARGO CO NEW 40,203 +40,203 $2,163
     WFC40,203+40,203$2,163
APPLE INC      $1,538
     AAPL5,037+5,037$1,479
     Call200+200$59
VANGUARD INTL EQUITY INDEX F (VEU) 23,676 +23,676 $1,273
     VEU23,676+23,676$1,273
EXXON MOBIL CORP 17,407 +17,407 $1,215
     XOM17,407+17,407$1,215
LOCKHEED MARTIN CORP 3,078 +3,078 $1,199
     LMT3,078+3,078$1,199
MERIDIAN BK PAOLI PA 56,924 +56,924 $1,149
     MRBK56,924+56,924$1,149
HOME DEPOT INC 4,929 +4,929 $1,077
     HD4,929+4,929$1,077
SCHWAB STRATEGIC TR 14,521 +14,521 $841
     SCHD14,521+14,521$841
TEXAS INSTRS INC 6,423 +6,423 $824
     TXN6,423+6,423$824
COMMUNITY BK SYS INC 10,853 +10,853 $770
     CBU10,853+10,853$770
BERKSHIRE HATHAWAY INC DEL      $747
     BRK.B3,295+3,295$747
VANGUARD TAX MANAGED INTL FD (VEA) 16,402 +16,402 $723
     VEA16,402+16,402$723
SCHWAB STRATEGIC TR 9,467 +9,467 $716
     SCHA9,467+9,467$716
ABBOTT LABS 7,660 +7,660 $665
     ABT7,660+7,660$665
VANGUARD BD INDEX FD INC (BND) 7,693 +7,693 $645
     BND7,693+7,693$645
MICROSOFT CORP 3,747 +3,747 $591
     MSFT3,747+3,747$591
ISHARES TR (IVV) 1,469 +1,469 $475
     IVV1,469+1,469$475
AT&T INC 11,421 +11,421 $447
     T11,421+11,421$447
S&P GLOBAL INC 1,600 +1,600 $437
     SPGI1,600+1,600$437
PROCTER & GAMBLE CO 3,199 +3,199 $399
     PG3,199+3,199$399
BOEING CO 1,124 +1,124 $366
     BA1,124+1,124$366
VANGUARD STAR FD (VXUS) 6,041 +6,041 $336
     VXUS6,041+6,041$336
SPDR SERIES TRUST (JNK) 2,979 +2,979 $326
     JNK2,979+2,979$326
SCHWAB STRATEGIC TR 5,899 +5,899 $315
     SCHZ5,899+5,899$315
COLGATE PALMOLIVE CO 4,451 +4,451 $306
     CL4,451+4,451$306
COMCAST CORP NEW 6,750 +6,750 $303
     CMCSA6,750+6,750$303
FACEBOOK INC 1,471 +1,471 $302
     FB1,471+1,471$302
FULTON FINL CORP PA 17,325 +17,325 $302
     FULT17,325+17,325$302
PEPSICO INC 2,181 +2,181 $298
     PEP2,181+2,181$298
VANGUARD BD INDEX FD INC (BSV) 3,560 +3,560 $287
     BSV3,560+3,560$287
SPDR S&P 500 ETF TR (SPY) 880 +880 $283
     SPY880+880$283
MCDONALDS CORP 1,390 +1,390 $275
     MCD1,390+1,390$275
AMAZON COM INC 146 +146 $270
     AMZN146+146$270
VANGUARD INDEX FDS (VOO) 894 +894 $264
     VOO894+894$264
PFIZER INC 6,713 +6,713 $263
     PFE6,713+6,713$263
JPMORGAN CHASE & CO 1,882 +1,882 $262
     JPM1,882+1,882$262
JOHNSON & JOHNSON 1,789 +1,789 $261
     JNJ1,789+1,789$261
VANGUARD BD INDEX FD INC (BIV) 2,955 +2,955 $258
     BIV2,955+2,955$258

See Full List: All Stocks Held By Meridian Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Meridian Wealth Partners LLC

Size ($ in 1000's)
At 12/31/2019: $160,489
At 09/30/2019: $0

Meridian Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Meridian Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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