Meridian Wealth Partners, LLC
CIK:0001781942
Investment Adviser
$1B AUM
111 holdings
Blue Bell, PA, USA
Meridian Wealth Partners, LLC is a registered investment advisor and a wholly owned non-bank subsidiary of Meridian Bank.
Investment Strategy
Not specified
Top Buys
D
DFAUDIMENSIONAL ETF TRUST+$7.6M
S
SCHXSCHWAB STRATEGIC TR+$7.2M
D
DFACDIMENSIONAL ETF TRUST+$6.2M
A
AGGISHARES TR+$5.7M
I
IXUSISHARES TR+$3.1M
Top Sells
A
AAPLAPPLE INC-$524.8K
U
UNHUNITEDHEALTH GROUP INC-$413.1K
C
CVXCHEVRON CORP NEW-$218.5K
T
TMOTHERMO FISHER SCIENTIFIC INC-$214.0K
M
MRKMERCK & CO INC-$213.1K
Top Holdings
D
DFACDIMENSIONAL ETF TRUST+14.0%$96.8M
A
AGGISHARES TR+11.9%$81.7M
D
DFAUDIMENSIONAL ETF TRUST+11.2%$77.3M
S
SCHXSCHWAB STRATEGIC TR+10.5%$72.1M
D
DFAXDIMENSIONAL ETF TRUST+4.0%$27.9M
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 14.04% | $96.8M | 2,702,281 | $26.99 | $35.84 | +$6.2M |
A AGG | ISHARES TR | 11.85% | $81.7M | 824,036 | $106.35 | $99.20 | +$5.7M |
D DFAU | DIMENSIONAL ETF TRUST | 11.20% | $77.3M | 1,824,109 | $28.66 | $42.36 | +$7.6M |
S SCHX | SCHWAB STRATEGIC TR | 10.45% | $72.1M | 2,949,522 | $14.12 | $24.44 | +$7.2M |
D DFAX | DIMENSIONAL ETF TRUST | 4.05% | $27.9M | 950,768 | $25.75 | $29.37 | +$3.1M |
Industry Allocation
PAINTS, VARNISHES, LACQUERS, ENAMELS & ALLIED PRODS
+2.1%
ELECTRONIC COMPUTERS
+1.2%
SEMICONDUCTORS & RELATED DEVICES
+1.1%
NATIONAL COMMERCIAL BANKS
+0.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.8%