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 $725.6M. In the most recent quarter, they have increased their positions in AGG (+46.0K shares, valued at $4.6M), IXUS (+27.0K shares, valued at $2.3M), MBB (+8.4K shares, valued at $796.0K); decreased their positions in DFAC (-163.9K shares, valued at $6.5M), MUB (-27.2K shares, valued at $2.9M), VTI (-8.2K shares, valued at $2.7M); initiated new positions in N/A (+4.1K shares, valued at $282.6K), AXP (+584 shares, valued at $215.9K), CAT (+374 shares, valued at $214.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.5M shares-6.18%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR3.4M shares-0.26%2025-12-312026-02-13

AGG ISHARES TR905.1K shares5.35%2025-12-312026-02-13

DFAU DIMENSIONAL ETF TRUST1.1M shares-3.00%2025-12-312026-02-13

IVW ISHARES TR259.5K shares0.56%2025-12-312026-02-13

EFG ISHARES TR268.3K shares2.05%2025-12-312026-02-13

DFAX DIMENSIONAL ETF TRUST884.9K shares-6.44%2025-12-312026-02-13

IXUS ISHARES TR322.2K shares9.16%2025-12-312026-02-13

Sponsored

MBB ISHARES TR268.3K shares3.22%2025-12-312026-02-13

VLUE ISHARES TR183.7K shares0.87%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR895.4K shares-0.25%2025-12-312026-02-13

QUAL ISHARES TR110.8K shares-2.05%2025-12-312026-02-13

IEMG ISHARES INC281.3K shares-1.19%2025-12-312026-02-13

MUB ISHARES TR172.9K shares-13.59%2025-12-312026-02-13

EFV ISHARES TR231.1K shares-1.52%2025-12-312026-02-13

SCHO SCHWAB STRATEGIC TR520.2K shares4.37%2025-12-312026-02-13

Sponsored

AAPL APPLE INC37.0K shares-3.90%2025-12-312026-02-13

IWM ISHARES TR38.0K shares-5.16%2025-12-312026-02-13

PPG PPG INDS INC80.7K shares-2.08%2025-12-312026-02-13

SUB ISHARES TR70.5K shares-6.47%2025-12-312026-02-13

SCHM SCHWAB STRATEGIC TR242.4K shares-8.71%2025-12-312026-02-13

IVV ISHARES TR7.0K shares-3.48%2025-12-312026-02-13

DFAS DIMENSIONAL ETF TRUST65.7K shares18.25%2025-12-312026-02-13

NVDA NVIDIA CORPORATION19.0K shares-3.15%2025-12-312026-02-13

Sponsored

MSFT MICROSOFT CORP6.9K shares-3.20%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F31.4K shares-3.81%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS41.2K shares-55.74%2025-12-312026-02-13

VTI VANGUARD INDEX FDS5.7K shares-59.17%2025-12-312026-02-13

HD HOME DEPOT INC5.5K shares-1.03%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-19.33%2025-12-312026-02-13

AMZN AMAZON COM INC7.5K shares-4.41%2025-12-312026-02-13

ALPHABET INC ALPHABET INC5.3K shares-26.09%2025-12-312026-02-13

Sponsored

VXUS VANGUARD STAR FDS19.8K shares0.22%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS20.1K shares0.43%2025-12-312026-02-13

ITOT ISHARES TR9.6K shares-3.60%2025-12-312026-02-13

BROADCOM INC BROADCOM INC3.6K shares-0.44%2025-12-312026-02-13

META META PLATFORMS INC1.8K shares-27.74%2025-12-312026-02-13

MRBK MERIDIAN CORPORATION66.8K shares-7.46%2025-12-312026-02-13

ALPHABET INC ALPHABET INC3.6K shares-4.54%2025-12-312026-02-13

TXN TEXAS INSTRS INC6.0K shares-4.39%2025-12-312026-02-13

Sponsored

IUSB ISHARES TR21.4K shares-16.48%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR35.5K shares-27.98%2025-12-312026-02-13

GLD SPDR GOLD TR2.4K shares-4.31%2025-12-312026-02-13

SPGI S&P GLOBAL INC1.8K shares-0.06%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.2.8K shares-4.24%2025-12-312026-02-13

TSLA TESLA INC2.0K shares-2.26%2025-12-312026-02-13

VB VANGUARD INDEX FDS3.4K shares-5.38%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-13

Sponsored

XOM EXXON MOBIL CORP5.5K shares-10.14%2025-12-312026-02-13

CBU COMMUNITY FINANCIAL SYSTEM I10.9K shares-0.34%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC2.9K shares0.52%2025-12-312026-02-13

VTV VANGUARD INDEX FDS3.2K shares-7.33%2025-12-312026-02-13

LLY ELI LILLY & CO560 shares-2.78%2025-12-312026-02-13

ABBV ABBVIE INC2.6K shares-2.75%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS2.6K shares25.17%2025-12-312026-02-13

VXF VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-02-13

Sponsored

MCD MCDONALDS CORP1.8K shares-0.22%2025-12-312026-02-13

VO VANGUARD INDEX FDS1.9K shares6.13%2025-12-312026-02-13

FULT FULTON FINL CORP PA27.5K shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON2.5K shares0.40%2025-12-312026-02-13

WMT WALMART INC4.5K shares-3.66%2025-12-312026-02-13

VGSH VANGUARD SCOTTSDALE FDS8.3K shares1.98%2025-12-312026-02-13

VMBS VANGUARD SCOTTSDALE FDS10.4K shares0.48%2025-12-312026-02-13

V VISA INC1.4K shares-2.92%2025-12-312026-02-13

Sponsored

VGT VANGUARD WORLD FD612 shares31.05%2025-12-312026-02-13

ESGE ISHARES INC10.3K shares-9.75%2025-12-312026-02-13

CNTA CENTESSA PHARMACEUTICALS PLC18.1K shares0.00%2025-12-312026-02-13

LOW LOWES COS INC1.8K shares-2.29%2025-12-312026-02-13

VUG VANGUARD INDEX FDS859 shares0.00%2025-12-312026-02-13

ORCL ORACLE CORP2.1K shares-4.48%2025-12-312026-02-13

IWB ISHARES TR1.1K shares0.00%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR606 shares0.00%2025-12-312026-02-13

Sponsored

SCHA SCHWAB STRATEGIC TR13.3K shares-22.53%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR4.6K shares0.89%2025-12-312026-02-13

BAC BANK AMERICA CORP6.6K shares5.29%2025-12-312026-02-13

CSCO CISCO SYS INC4.7K shares44.53%2025-12-312026-02-13

BA BOEING CO1.7K shares22.75%2025-12-312026-02-13

SCHZ SCHWAB STRATEGIC TR15.4K shares-6.70%2025-12-312026-02-13

RTX RTX CORPORATION1.9K shares-2.99%2025-12-312026-02-13

MA MASTERCARD INCORPORATED602 shares-4.75%2025-12-312026-02-13

Sponsored

IWV ISHARES TR863 shares32.77%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS5.0K shares-13.09%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR498 shares0.00%2025-12-312026-02-13

DFUS DIMENSIONAL ETF TRUST4.1K shares-8.61%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO2.1K shares-16.03%2025-12-312026-02-13

NFLX NETFLIX INC3.2K shares911.36%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW342 shares-6.81%2025-12-312026-02-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares-0.95%2025-12-312026-02-13

Sponsored

ROCKET LAB CORP ROCKET LAB CORP4.1K sharesnew addition2025-12-312026-02-13

PM PHILIP MORRIS INTL INC1.7K shares-8.44%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC1.3K shares-0.39%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR1.8K shares99.89%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC781 shares-4.41%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC284 shares1.79%2025-12-312026-02-13

APP APPLOVIN CORP370 shares-1.07%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS1.7K shares6.25%2025-12-312026-02-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC421 shares-0.71%2025-12-312026-02-13

WFC WELLS FARGO CO NEW2.5K shares-1.69%2025-12-312026-02-13

CMCSA COMCAST CORP NEW7.7K shares6.78%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC2.2K shares-15.75%2025-12-312026-02-13

ABT ABBOTT LABS1.8K shares-16.61%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC1.3K shares-8.63%2025-12-312026-02-13

KO COCA COLA CO3.2K shares2.37%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE709 shares-3.67%2025-12-312026-02-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares1.36%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO584 sharesnew addition2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN837 shares-6.06%2025-12-312026-02-13

CAT CATERPILLAR INC374 sharesnew addition2025-12-312026-02-13

MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-02-13

IWF ISHARES TR449 sharesnew addition2025-12-312026-02-13

PLD PROLOGIS INC.1.6K shares-23.69%2025-12-312026-02-13

PEG PUBLIC SVC ENTERPRISE GRP IN2.5K shares-2.11%2025-12-312026-02-13

Sponsored

WM WASTE MGMT INC DEL910 shares0.44%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available