13F HOLDINGS REPORT
Meridian Wealth Partners, LLC
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001951757-24-001190
Total Value
$643.0M
Positions
108
Other Managers
2
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,895,577 | $99.3M | 15.44% |
| 2 | ISHARES TR | 464287226 | 734,967 | $74.4M | 11.58% |
| 3 | DIMENSIONAL ETF TRUST | 25434V104 | 1,829,656 | $72.6M | 11.29% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 993,643 | $67.4M | 10.49% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 1,005,201 | $27.2M | 4.22% |
| 6 | ISHARES TR | 464288414 | 219,910 | $23.9M | 3.72% |
| 7 | ISHARES TR | 464288885 | 200,110 | $21.5M | 3.35% |
| 8 | ISHARES TR | 464288588 | 223,782 | $21.4M | 3.33% |
| 9 | ISHARES TR | 46432F339 | 109,498 | $19.6M | 3.05% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 290,724 | $19.3M | 3.01% |
| 11 | ISHARES TR | 46432F834 | 252,848 | $18.4M | 2.86% |
| 12 | ISHARES TR | 46432F388 | 161,967 | $17.7M | 2.75% |
| 13 | ISHARES TR | 464287309 | 163,730 | $15.7M | 2.44% |
| 14 | ISHARES INC | 46434G103 | 235,027 | $13.5M | 2.10% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 214,561 | $10.5M | 1.63% |
| 16 | ISHARES TR | 464288877 | 163,818 | $9.4M | 1.47% |
| 17 | ISHARES TR | 464287655 | 42,283 | $9.3M | 1.45% |
| 18 | ISHARES TR | 464288158 | 82,461 | $8.8M | 1.36% |
| 19 | APPLE INC | AAPL | 35,731 | $8.3M | 1.29% |
| 20 | SCHWAB STRATEGIC TR | 808524508 | 91,769 | $7.6M | 1.19% |
| 21 | ISHARES TR | 464287200 | 9,061 | $5.2M | 0.81% |
| 22 | VANGUARD MUN BD FDS | 922907746 | 99,927 | $5.1M | 0.79% |
| 23 | VANGUARD INDEX FDS | 922908769 | 15,039 | $4.3M | 0.66% |
| 24 | MICROSOFT CORP | MSFT | 7,467 | $3.2M | 0.50% |
| 25 | NVIDIA CORPORATION | NVDA | 24,514 | $3.0M | 0.46% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042775 | 44,813 | $2.8M | 0.44% |
| 27 | HOME DEPOT INC | HD | 6,251 | $2.5M | 0.39% |
| 28 | WELLS FARGO CO NEW | 949746101 | 42,239 | $2.4M | 0.37% |
| 29 | DIMENSIONAL ETF TRUST | 25434V500 | 34,072 | $2.2M | 0.34% |
| 30 | VANGUARD INDEX FDS | 922908363 | 3,614 | $1.9M | 0.30% |
| 31 | MERIDIAN CORPORATION | MRDN | 143,976 | $1.8M | 0.28% |
| 32 | SCHWAB STRATEGIC TR | 808524797 | 21,292 | $1.8M | 0.28% |
| 33 | VANGUARD STAR FDS | 921909768 | 24,686 | $1.6M | 0.25% |
| 34 | AMAZON COM INC | AMZN | 8,322 | $1.6M | 0.24% |
| 35 | META PLATFORMS INC | META | 2,638 | $1.5M | 0.23% |
| 36 | ISHARES TR | 46434V613 | 30,864 | $1.5M | 0.23% |
| 37 | ISHARES TR | 464287150 | 11,418 | $1.4M | 0.22% |
| 38 | TEXAS INSTRS INC | 882508104 | 6,842 | $1.4M | 0.22% |
| 39 | VANGUARD INDEX FDS | 922908751 | 5,744 | $1.4M | 0.21% |
| 40 | ALPHABET INC | GOOG | 8,094 | $1.3M | 0.21% |
| 41 | VANGUARD BD INDEX FDS | 921937835 | 17,099 | $1.3M | 0.20% |
| 42 | ABBVIE INC | ABBV | 5,027 | $992,799 | 0.15% |
| 43 | S&P GLOBAL INC | SPGI | 1,829 | $945,094 | 0.15% |
| 44 | EXXON MOBIL CORP | XOM | 7,237 | $848,347 | 0.13% |
| 45 | JPMORGAN CHASE & CO. | VYLD | 3,840 | $809,629 | 0.13% |
| 46 | VANGUARD INDEX FDS | 922908652 | 4,162 | $757,443 | 0.12% |
| 47 | BROADCOM INC | AVGO | 4,227 | $729,173 | 0.11% |
| 48 | SCHWAB STRATEGIC TR | 808524839 | 14,798 | $703,201 | 0.11% |
| 49 | ALPHABET INC | GOOG | 4,087 | $683,307 | 0.11% |
| 50 | PROCTER AND GAMBLE CO | 742718109 | 3,867 | $669,765 | 0.10% |
| 51 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,338 | $661,099 | 0.10% |
| 52 | ADVANCED MICRO DEVICES INC | AMD | 3,790 | $621,864 | 0.10% |
| 53 | S & T BANCORP INC | STBA | 14,252 | $598,157 | 0.09% |
| 54 | ELI LILLY & CO | LLY | 666 | $589,742 | 0.09% |
| 55 | TESLA INC | TSLA | 2,237 | $585,297 | 0.09% |
| 56 | MCDONALDS CORP | MCD | 1,855 | $564,867 | 0.09% |
| 57 | ISHARES INC | 46434G863 | 15,055 | $548,153 | 0.09% |
| 58 | VANGUARD INDEX FDS | 922908629 | 2,003 | $528,452 | 0.08% |
| 59 | UNITEDHEALTH GROUP INC | UNH | 869 | $507,894 | 0.08% |
| 60 | LOWES COS INC | 548661107 | 1,871 | $506,672 | 0.08% |
| 61 | SCHWAB STRATEGIC TR | 808524607 | 9,827 | $506,108 | 0.08% |
| 62 | FULTON FINL CORP PA | 360271100 | 27,581 | $500,044 | 0.08% |
| 63 | SPDR GOLD TR | GLD | 2,051 | $498,517 | 0.08% |
| 64 | PROLOGIS INC. | PLDGP | 3,910 | $493,779 | 0.08% |
| 65 | WALMART INC | WMT | 6,046 | $488,215 | 0.08% |
| 66 | VANGUARD TAX-MANAGED FDS | 921943858 | 8,236 | $434,944 | 0.07% |
| 67 | JOHNSON & JOHNSON | JNJ | 2,682 | $434,646 | 0.07% |
| 68 | VISA INC | V | 1,545 | $424,707 | 0.07% |
| 69 | ORACLE CORP | ORCL-PD | 2,394 | $407,939 | 0.06% |
| 70 | VANGUARD SCOTTSDALE FDS | 92206C771 | 8,485 | $400,577 | 0.06% |
| 71 | VANGUARD SCOTTSDALE FDS | 92206C102 | 6,648 | $392,365 | 0.06% |
| 72 | MASTERCARD INCORPORATED | MA | 769 | $379,823 | 0.06% |
| 73 | ABBOTT LABS | ABLZF | 3,319 | $378,438 | 0.06% |
| 74 | COMCAST CORP NEW | CCZ | 8,811 | $368,043 | 0.06% |
| 75 | COSTCO WHSL CORP NEW | 22160K105 | 406 | $359,925 | 0.06% |
| 76 | DUKE ENERGY CORP NEW | DUKB | 3,116 | $359,276 | 0.06% |
| 77 | SCHWAB STRATEGIC TR | 808524854 | 6,955 | $351,923 | 0.05% |
| 78 | ISHARES TR | 464287622 | 1,111 | $349,351 | 0.05% |
| 79 | SPDR S&P 500 ETF TR | SPY | 590 | $338,388 | 0.05% |
| 80 | BANK AMERICA CORP | 060505104 | 8,335 | $330,748 | 0.05% |
| 81 | THERMO FISHER SCIENTIFIC INC | TMO | 513 | $317,327 | 0.05% |
| 82 | PEPSICO INC | PEP | 1,841 | $313,119 | 0.05% |
| 83 | CHEVRON CORP NEW | CVX | 2,051 | $302,101 | 0.05% |
| 84 | VANGUARD INDEX FDS | 922908744 | 1,665 | $290,660 | 0.05% |
| 85 | MERCK & CO INC | MRK | 2,557 | $290,412 | 0.05% |
| 86 | DIMENSIONAL ETF TRUST | 25434V401 | 4,496 | $279,652 | 0.04% |
| 87 | AUTOMATIC DATA PROCESSING IN | ADP | 972 | $268,979 | 0.04% |
| 88 | RTX CORPORATION | RTX | 2,205 | $267,118 | 0.04% |
| 89 | COCA COLA CO | KO | 3,638 | $261,403 | 0.04% |
| 90 | NEW JERSEY RES CORP | NJR | 5,450 | $257,240 | 0.04% |
| 91 | NETFLIX INC | NFLX | 349 | $247,521 | 0.04% |
| 92 | PNC FINL SVCS GROUP INC | 693475105 | 1,334 | $246,617 | 0.04% |
| 93 | APPLIED MATLS INC | 038222105 | 1,140 | $230,271 | 0.04% |
| 94 | AMGEN INC | AMGN | 710 | $228,707 | 0.04% |
| 95 | VANGUARD INDEX FDS | 922908736 | 591 | $226,903 | 0.04% |
| 96 | PFIZER INC | PFE | 7,808 | $225,974 | 0.04% |
| 97 | LINDE PLC | LIN | 472 | $225,237 | 0.04% |
| 98 | ADOBE INC | ADBE | 431 | $223,164 | 0.03% |
| 99 | ISHARES TR | 464287689 | 681 | $222,644 | 0.03% |
| 100 | SALESFORCE INC | CRM | 792 | $216,871 | 0.03% |
| 101 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 2,421 | $216,004 | 0.03% |
| 102 | GE AEROSPACE | 369604301 | 1,139 | $214,725 | 0.03% |
| 103 | NUCOR CORP | NUE | 1,385 | $208,222 | 0.03% |
| 104 | PHILIP MORRIS INTL INC | 718172109 | 1,711 | $207,757 | 0.03% |
| 105 | SELECT SECTOR SPDR TR | 81369Y803 | 903 | $203,834 | 0.03% |
| 106 | NEXTERA ENERGY INC | NEE-PW | 2,397 | $202,645 | 0.03% |
| 107 | TE CONNECTIVITY PLC | TEL | 1,334 | $201,421 | 0.03% |
| 108 | BOEING CO | BA-PA | 1,325 | $201,403 | 0.03% |