HoldingsChannel.com
Meridian Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 571,622 +73,595 $29,570
     SCHO571,622+73,595$29,570
ISHARES TR (MUB) 191,797 +24,954 $21,675
     MUB191,797+24,954$21,675
ISHARES TR (AGG) 173,002 +173,002 $19,959
     AGG173,002+173,002$19,959
SCHWAB STRATEGIC TR 249,486 -1,513 $15,281
     SCHX249,486-1,513$15,281
ISHARES TR (IXUS) 182,681 -196 $8,588
     IXUS182,681-196$8,588
SCHWAB STRATEGIC TR 130,680 -6,985 $7,897
     SCHB130,680-6,985$7,897
ISHARES TR (USMV) 124,179 +9,027 $6,707
     USMV124,179+9,027$6,707
SCHWAB STRATEGIC TR 139,284 +2,197 $5,872
     SCHM139,284+2,197$5,872
ISHARES TR (QUAL) 67,294 +67,294 $5,454
     QUAL67,294+67,294$5,454
SCHWAB STRATEGIC TR 183,794 -111,580 $4,749
     SCHF183,794-111,580$4,749
VANGUARD INTL EQUITY INDEX F (VWO) 134,844 +1,567 $4,524
     VWO134,844+1,567$4,524
ISHARES TR (IWM) 24,823 +24,823 $2,841
     IWM24,823+24,823$2,841
VANGUARD INDEX FDS (VTI) 18,757 +2,775 $2,418
     VTI18,757+2,775$2,418
VANGUARD INTL EQUITY INDEX F (VEU) 48,251 +24,575 $1,979
     VEU48,251+24,575$1,979
ISHARES TR (SUB) 17,646 -6,220 $1,876
     SUB17,646-6,220$1,876
ISHARES TR (IVV) 6,288 +4,819 $1,625
     IVV6,288+4,819$1,625
APPLE INC 5,457 +220 $1,387
     AAPL5,457+420$1,387
WELLS FARGO CO NEW 40,545 +342 $1,164
     WFC40,545+342$1,164
LOCKHEED MARTIN CORP 3,078 UNCH $1,043
     LMT3,078UNCH$1,043
HOME DEPOT INC 4,975 +46 $929
     HD4,975+46$929
MERIDIAN BK PAOLI PA 58,524 +1,600 $801
     MRBK58,524+1,600$801
ISHARES TR (ITOT) 13,769 +13,769 $788
     ITOT13,769+13,769$788
TEXAS INSTRS INC 6,524 +101 $652
     TXN6,524+101$652
COMMUNITY BK SYS INC 10,916 +63 $642
     CBU10,916+63$642
SCHWAB STRATEGIC TR 13,724 -797 $617
     SCHD13,724-797$617
BERKSHIRE HATHAWAY INC DEL      $611
     BRK.B3,343+48$611
MICROSOFT CORP 3,867 +120 $610
     MSFT3,867+120$610
VANGUARD TAX MANAGED INTL FD (VEA) 18,248 +1,846 $608
     VEA18,248+1,846$608
ABBOTT LABS 7,676 +16 $606
     ABT7,676+16$606
VANGUARD BD INDEX FDS (BND) 5,494 -2,199 $469
     BND5,494-2,199$469
SCHWAB STRATEGIC TR 9,019 -448 $465
     SCHA9,019-448$465
EXXON MOBIL CORP 11,777 -5,630 $447
     XOM11,777-5,630$447
SPDR S&P 500 ETF TR (SPY) 1,618 +738 $417
     SPY1,618+738$417
S&P GLOBAL INC 1,600 UNCH $392
     SPGI1,600UNCH$392
SCHWAB STRATEGIC TR 7,159 +1,260 $389
     SCHZ7,159+1,260$389
AMAZON COM INC 189 +43 $369
     AMZN189+43$369
PROCTER & GAMBLE CO 3,321 +122 $366
     PG3,321+122$366
VANGUARD INDEX FDS (VB) 2,990 +2,392 $345
     VB2,990+2,392$345
AT&T INC 11,646 +225 $340
     T11,646+225$340
VANGUARD BD INDEX FDS (BSV) 3,614 +54 $297
     BSV3,614+54$297
COLGATE PALMOLIVE CO 4,455 +4 $296
     CL4,455+4$296
VANGUARD BD INDEX FDS (BIV) 3,055 +100 $273
     BIV3,055+100$273
PEPSICO INC 2,204 +23 $265
     PEP2,204+23$265
SPDR SER TR (JNK) 2,698 -281 $256
     JNK2,698-281$256
JOHNSON & JOHNSON 1,906 +117 $250
     JNJ1,906+117$250
VANGUARD INDEX FDS (VOO) 1,057 +163 $250
     VOO1,057+163$250
ALPHABET INC 204 +41 $237
     GOOGL204+41$237
MCDONALDS CORP 1,428 +38 $236
     MCD1,428+38$236
COMCAST CORP NEW 6,796 +46 $233
     CMCSA6,796+46$233
PFIZER INC 6,883 +170 $224
     PFE6,883+170$224

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

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

Size ($ in 1000's)
At 03/31/2020: $168,056
At 12/31/2019: $160,489

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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