HoldingsChannel.com
All Stocks Held By Meridian Wealth Partners LLC
As of  12/31/2023, we find all stocks held by Meridian Wealth Partners LLC to be as follows, presented in the table below with each row detailing each Meridian Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Meridian Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Meridian Wealth Partners LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 3,055,719 -48,842 $89,319
     DFAC3,055,719-48,842$89,319
DIMENSIONAL ETF TRUST (DFAU) 1,874,439 -24,755 $62,325
     DFAU1,874,439-24,755$62,325
SCHWAB STRATEGIC TR 1,052,104 -7,437 $59,339
     SCHX1,052,104-7,437$59,339
ISHARES TR (AGG) 497,576 +2,765 $49,384
     AGG497,576+2,765$49,384
ISHARES TR (MUB) 251,796 -30,468 $27,297
     MUB251,796-30,468$27,297
DIMENSIONAL ETF TRUST (DFAX) 1,058,564 -20,111 $25,850
     DFAX1,058,564-20,111$25,850
SCHWAB STRATEGIC TR 346,540 +1,110 $19,292
     SCHB346,540+1,110$19,292
ISHARES TR (QUAL) 117,193 -90 $17,244
     QUAL117,193-90$17,244
SCHWAB STRATEGIC TR 344,667 -18 $16,699
     SCHO344,667-18$16,699
ISHARES TR (MBB) 169,095 +3,290 $15,908
     MBB169,095+3,290$15,908
ISHARES TR (IXUS) 233,942 +2,604 $15,190
     IXUS233,942+2,604$15,190
ISHARES TR (SUB) 140,382 -6,392 $14,800
     SUB140,382-6,392$14,800
ISHARES TR (VLUE) 138,895 +2,664 $14,051
     VLUE138,895+2,664$14,051
ISHARES TR (IWM) 45,745 +7 $9,181
     IWM45,745+7$9,181
SCHWAB STRATEGIC TR 97,267 -1,049 $7,326
     SCHM97,267-1,049$7,326
ISHARES INC (IEMG) 133,512 +2,896 $6,753
     IEMG133,512+2,896$6,753
APPLE INC 32,179 +104 $6,195
     AAPL32,179+104$6,195
ISHARES TR (IVV) 9,814 +239 $4,687
     IVV9,814+239$4,687
VANGUARD INDEX FDS (VTI) 16,288 -118 $3,864
     VTI16,288-118$3,864
VERTEX INC 125,865 UNCH $3,391
     VERX125,865UNCH$3,391
VANGUARD MUN BD FDS (VTEB) 61,512 +34,741 $3,140
     VTEB61,512+34,741$3,140
VANGUARD INTL EQUITY INDEX F (VEU) 49,086 +3,113 $2,756
     VEU49,086+3,113$2,756
MICROSOFT CORP 7,194 +138 $2,705
     MSFT7,194+138$2,705
MERIDIAN CORPORATION 190,255 -1,114 $2,645
     MRBK190,255-1,114$2,645
HOME DEPOT INC 6,196 +65 $2,147
     HD6,196+65$2,147
WELLS FARGO CO NEW 41,935 +540 $2,064
     WFC41,935+540$2,064
SCHWAB STRATEGIC TR 22,125 -217 $1,684
     SCHD22,125-217$1,684
VANGUARD INDEX FDS (VOO) 3,785 -1 $1,653
     VOO3,785-1$1,653
VANGUARD BD INDEX FDS (BND) 18,879 +630 $1,389
     BND18,879+630$1,389
NVIDIA CORPORATION 2,803 +141 $1,388
     NVDA2,803+141$1,388
VANGUARD STAR FDS (VXUS) 23,923 +813 $1,387
     VXUS23,923+813$1,387
AMAZON COM INC 8,972 +489 $1,363
     AMZN8,972+489$1,363
VANGUARD INDEX FDS (VB) 6,288 +221 $1,341
     VB6,288+221$1,341
ISHARES TR (ITOT) 12,444 -150 $1,309
     ITOT12,444-150$1,309
ALPHABET INC 8,867 +572 $1,239
     GOOGL8,867+572$1,239
TEXAS INSTRS INC 6,560 -6 $1,118
     TXN6,560-6$1,118
ISHARES TR (IUSB) 23,595 +15,295 $1,087
     IUSB23,595+15,295$1,087
META PLATFORMS INC 3,062 +89 $1,084
     META3,062+89$1,084
EXXON MOBIL CORP 10,296 -3,446 $1,029
     XOM10,296-3,446$1,029
VANGUARD INDEX FDS (VXF) 4,853 -144 $798
     VXF4,853-144$798
S&P GLOBAL INC 1,792 +16 $790
     SPGI1,792+16$790
ABBVIE INC 4,715 +82 $731
     ABBV4,715+82$731
SCHWAB STRATEGIC TR 15,201 -659 $709
     SCHZ15,201-659$709
JPMORGAN CHASE & CO 3,869 +245 $658
     JPM3,869+245$658
VANGUARD SPECIALIZED FUNDS (VIG) 3,697 -11 $630
     VIG3,697-11$630
ADVANCED MICRO DEVICES INC 4,040 +1,055 $596
     AMD4,040+1,055$596
COMMUNITY BK SYS INC 10,923 +20 $569
     CBU10,923+20$569
VANGUARD TAX MANAGED FDS (VEA) 11,817 +1,130 $566
     VEA11,817+1,130$566
PROLOGIS INC. 4,054 -87 $540
     PLD4,054-87$540
ALPHABET INC 3,824 +134 $539
     GOOG3,824+134$539
MCDONALDS CORP 1,789 +23 $531
     MCD1,789+23$531
SCHWAB STRATEGIC TR 11,066 +586 $523
     SCHA11,066+586$523
VANGUARD INDEX FDS (VO) 2,234 +8 $520
     VO2,234+8$520
ISHARES INC (ESGE) 16,158 +1,596 $518
     ESGE16,158+1,596$518
PROCTER AND GAMBLE CO 3,536 -129 $518
     PG3,536-129$518
TESLA INC 1,972 -16 $490
     TSLA1,972-16$490
S & T BANCORP INC 14,252 UNCH $476
     STBA14,252UNCH$476
JOHNSON & JOHNSON 2,790 +109 $437
     JNJ2,790+109$437
LOWES COS INC 1,817 -8 $404
     LOW1,817-8$404
UNITEDHEALTH GROUP INC 750 +63 $395
     UNH750+63$395
VANGUARD SCOTTSDALE FDS (VMBS) 8,485 UNCH $393
     VMBS8,485UNCH$393
VANGUARD SCOTTSDALE FDS (VGSH) 6,648 UNCH $388
     VGSH6,648UNCH$388
VISA INC 1,450 +57 $377
     V1,450+57$377
COMCAST CORP NEW 8,504 -239 $373
     CMCSA8,504-239$373
ELI LILLY & CO 607 +32 $354
     LLY607+32$354
SPDR GOLD TR (GLD) 1,844 UNCH $353
     GLD1,844UNCH$353
PEPSICO INC 2,081 -164 $353
     PEP2,081-164$353
BOEING CO 1,336 +6 $348
     BA1,336+6$348
ABBOTT LABS 3,096 +262 $341
     ABT3,096+262$341
MASTERCARD INCORPORATED 778 +9 $332
     MA778+9$332
BROADCOM INC 289 +31 $322
     AVGO289+31$322
DUKE ENERGY CORP NEW 3,306 +63 $321
     DUK3,306+63$321
FULTON FINL CORP PA 18,574 -5 $306
     FULT18,574-5$306
ISHARES TR (TLT) 3,008 +3,008 $297
     TLT3,008+3,008$297
WALMART INC 1,852 -50 $292
     WMT1,852-50$292
CHEVRON CORP NEW 1,950 -156 $291
     CVX1,950-156$291
ISHARES TR (IWB) 1,111 UNCH $291
     IWB1,111UNCH$291
SELECT SECTOR SPDR TR (XLK) 1,485 +1,485 $286
     XLK1,485+1,485$286
SPDR S&P 500 ETF TR (SPY) 590 -234 $280
     SPY590-234$280
MERCK & CO INC 2,551 -275 $278
     MRK2,551-275$278
ADOBE INC 449 +1 $268
     ADBE449+1$268
DISNEY WALT CO 2,903 +259 $262
     DIS2,903+259$262
ORACLE CORP 2,477 -181 $261
     ORCL2,477-181$261
PFIZER INC 8,883 -1,706 $256
     PFE8,883-1,706$256
COSTCO WHSL CORP NEW 385 -7 $254
     COST385-7$254
INVESCO EXCHANGE TRADED FD T (RSP) 1,591 +1,591 $251
     RSP1,591+1,591$251
NUCOR CORP 1,406 +16 $245
     NUE1,406+16$245
NEW JERSEY RES CORP 5,452 -18 $243
     NJR5,452-18$243
BANK AMERICA CORP 7,199 +7,199 $242
     BAC7,199+7,199$242
GENERAL ELECTRIC CO 1,892 -27 $242
     GE1,892-27$242
THERMO FISHER SCIENTIFIC INC 450 -35 $239
     TMO450-35$239
DIMENSIONAL ETF TRUST (DFUS) 4,496 UNCH $233
     DFUS4,496UNCH$233
STARBUCKS CORP 2,270 -52 $218
     SBUX2,270-52$218
AMGEN INC 751 +751 $216
     AMGN751+751$216
ESSENTIAL UTILS INC 5,690 +5,690 $213
     WTRG5,690+5,690$213
INTEL CORP 4,221 +4,221 $212
     INTC4,221+4,221$212
CISCO SYS INC 4,145 -180 $209
     CSCO4,145-180$209
VANGUARD INDEX FDS (VTV) 1,379 +1,379 $206
     VTV1,379+1,379$206
SALESFORCE INC 762 +762 $201
     CRM762+762$201
LAKELAND BANCORP INC 11,685 +11,685 $173
     LBAI11,685+11,685$173
GRAB HOLDINGS LIMITED 10,758 +10,758 $36
     GRAB10,758+10,758$36
AUTOMATIC DATA PROCESSING IN $0 (exited)
     ADP0-879$0
FORD MTR CO DEL $0 (exited)
     F0-10,446$0
FIRST TR EXCH TRADED FD III $0 (exited)
     FSMB0-14,274$0
ALTRIA GROUP INC $0 (exited)
     MO0-4,824$0
PROSHARES TR 0 -22,108 $0 (exited)
     SH0-22,108$0

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

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
TLT +3,008+$297
XLK +1,485+$286
RSP +1,591+$251
BAC +7,199+$242
AMGN +751+$216
WTRG +5,690+$213
INTC +4,221+$212
VTV +1,379+$206
CRM +762+$201
LBAI +11,685+$173
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SH -22,108-$320
FSMB -14,274-$277
ADP -879-$211
MO -4,824-$203
F -10,446-$130
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VTEB +34,741+$1,852
IUSB +15,295+$724
MBB +3,290+$1,185
VEU +3,113+$371
IEMG +2,896+$537
AGG +2,765+$2,852
VLUE +2,664+$1,692
IXUS +2,604+$1,312
ESGE +1,596+$77
VEA +1,130+$99
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAC -48,842+$7,980
MUB -30,468-$1,646
DFAU -24,755+$5,444
DFAX -20,111+$1,558
SCHX -7,437+$5,726
SUB -6,392-$297
XOM -3,446-$587
PFE -1,706-$95
MRBK -1,114+$771
Meridian Wealth Partners LLC Info
Size ($ in 1000's)
At 12/31/2023: $523,817
At 09/30/2023: $480,245

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

All Stocks Held By Meridian Wealth Partners LLC | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.