13F HOLDINGS REPORT
Meridian Wealth Partners, LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001951757-25-000237
Total Value
$659.1M
Positions
106
Other Managers
2
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,866,625 | $99.2M | 15.04% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 1,846,764 | $74.8M | 11.34% |
| 3 | ISHARES TR | 464287226 | 767,095 | $74.3M | 11.28% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,992,754 | $69.4M | 10.52% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 1,002,222 | $24.9M | 3.78% |
| 6 | ISHARES TR | 464288414 | 220,295 | $23.5M | 3.56% |
| 7 | ISHARES TR | 464288588 | 230,320 | $21.1M | 3.20% |
| 8 | ISHARES TR | 464288885 | 210,143 | $20.3M | 3.09% |
| 9 | SCHWAB STRATEGIC TR | 808524102 | 877,441 | $19.9M | 3.02% |
| 10 | ISHARES TR | 46432F339 | 110,758 | $19.7M | 2.99% |
| 11 | ISHARES TR | 46432F388 | 167,139 | $17.7M | 2.68% |
| 12 | ISHARES TR | 46432F834 | 264,717 | $17.5M | 2.66% |
| 13 | ISHARES TR | 464287309 | 168,185 | $17.1M | 2.59% |
| 14 | PPG INDS INC | 693506107 | 130,248 | $15.6M | 2.36% |
| 15 | ISHARES INC | 46434G103 | 242,428 | $12.7M | 1.92% |
| 16 | APPLE INC | AAPL | 44,558 | $11.2M | 1.69% |
| 17 | SCHWAB STRATEGIC TR | 808524862 | 449,114 | $10.8M | 1.64% |
| 18 | ISHARES TR | 464287655 | 41,996 | $9.3M | 1.41% |
| 19 | ISHARES TR | 464288877 | 169,443 | $8.9M | 1.35% |
| 20 | ISHARES TR | 464288158 | 81,190 | $8.6M | 1.30% |
| 21 | SCHWAB STRATEGIC TR | 808524508 | 272,555 | $7.6M | 1.15% |
| 22 | ISHARES TR | 464287200 | 8,726 | $5.1M | 0.78% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 94,648 | $4.7M | 0.72% |
| 24 | VANGUARD INDEX FDS | 922908769 | 15,032 | $4.4M | 0.66% |
| 25 | MICROSOFT CORP | MSFT | 7,546 | $3.2M | 0.48% |
| 26 | NVIDIA CORPORATION | NVDA | 22,794 | $3.1M | 0.46% |
| 27 | VANGUARD INTL EQUITY INDEX F | 922042775 | 43,702 | $2.5M | 0.38% |
| 28 | HOME DEPOT INC | HD | 6,241 | $2.4M | 0.37% |
| 29 | DIMENSIONAL ETF TRUST | 25434V500 | 36,901 | $2.4M | 0.36% |
| 30 | AMAZON COM INC | AMZN | 9,067 | $2.0M | 0.30% |
| 31 | MERIDIAN CORPORATION | MRDN | 143,834 | $2.0M | 0.30% |
| 32 | VANGUARD INDEX FDS | 922908363 | 3,618 | $1.9M | 0.30% |
| 33 | SCHWAB STRATEGIC TR | 808524797 | 60,549 | $1.7M | 0.25% |
| 34 | ALPHABET INC | GOOG | 8,441 | $1.6M | 0.24% |
| 35 | META PLATFORMS INC | META | 2,678 | $1.6M | 0.24% |
| 36 | VANGUARD STAR FDS | 921909768 | 25,730 | $1.5M | 0.23% |
| 37 | ISHARES TR | 464287150 | 11,378 | $1.5M | 0.22% |
| 38 | ISHARES TR | 46434V613 | 30,924 | $1.4M | 0.21% |
| 39 | VANGUARD INDEX FDS | 922908751 | 5,662 | $1.4M | 0.21% |
| 40 | VANGUARD BD INDEX FDS | 921937835 | 18,149 | $1.3M | 0.20% |
| 41 | TEXAS INSTRS INC | 882508104 | 6,886 | $1.3M | 0.20% |
| 42 | ABBVIE INC | ABBV | 5,219 | $927,476 | 0.14% |
| 43 | TESLA INC | TSLA | 2,261 | $913,084 | 0.14% |
| 44 | S&P GLOBAL INC | SPGI | 1,833 | $913,077 | 0.14% |
| 45 | BROADCOM INC | AVGO | 3,854 | $893,585 | 0.14% |
| 46 | JPMORGAN CHASE & CO. | VYLD | 3,382 | $810,763 | 0.12% |
| 47 | EXXON MOBIL CORP | XOM | 7,262 | $781,132 | 0.12% |
| 48 | ALPHABET INC | GOOG | 4,068 | $774,711 | 0.12% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 4,564 | $765,155 | 0.12% |
| 50 | VANGUARD INDEX FDS | 922908652 | 3,902 | $741,302 | 0.11% |
| 51 | SCHWAB STRATEGIC TR | 808524839 | 29,622 | $672,420 | 0.10% |
| 52 | WELLS FARGO CO NEW | 949746101 | 8,997 | $631,927 | 0.10% |
| 53 | SPDR GOLD TR | GLD | 2,552 | $617,916 | 0.09% |
| 54 | VANGUARD TAX-MANAGED FDS | 921943858 | 12,141 | $580,583 | 0.09% |
| 55 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,901 | $568,078 | 0.09% |
| 56 | S & T BANCORP INC | STBA | 14,252 | $544,712 | 0.08% |
| 57 | MCDONALDS CORP | MCD | 1,853 | $537,167 | 0.08% |
| 58 | FULTON FINL CORP PA | 360271100 | 27,581 | $531,763 | 0.08% |
| 59 | ELI LILLY & CO | LLY | 672 | $518,527 | 0.08% |
| 60 | VANGUARD INDEX FDS | 922908629 | 1,940 | $512,413 | 0.08% |
| 61 | SCHWAB STRATEGIC TR | 808524607 | 19,492 | $504,072 | 0.08% |
| 62 | WALMART INC | WMT | 5,482 | $495,300 | 0.08% |
| 63 | VISA INC | V | 1,507 | $476,168 | 0.07% |
| 64 | ISHARES INC | 46434G863 | 14,221 | $474,840 | 0.07% |
| 65 | LOWES COS INC | 548661107 | 1,872 | $461,929 | 0.07% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 875 | $442,460 | 0.07% |
| 67 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,428 | $432,162 | 0.07% |
| 68 | VANGUARD SCOTTSDALE FDS | 92206C771 | 9,489 | $430,232 | 0.07% |
| 69 | JOHNSON & JOHNSON | JNJ | 2,919 | $422,147 | 0.06% |
| 70 | PROLOGIS INC. | PLDGP | 3,909 | $413,202 | 0.06% |
| 71 | MASTERCARD INCORPORATED | MA | 778 | $409,768 | 0.06% |
| 72 | ORACLE CORP | ORCL-PD | 2,407 | $401,104 | 0.06% |
| 73 | VANGUARD INDEX FDS | 922908744 | 2,287 | $387,190 | 0.06% |
| 74 | ABBOTT LABS | ABLZF | 3,410 | $385,744 | 0.06% |
| 75 | COSTCO WHSL CORP NEW | 22160K105 | 408 | $373,839 | 0.06% |
| 76 | BANK AMERICA CORP | 060505104 | 8,450 | $371,357 | 0.06% |
| 77 | MORGAN STANLEY | MS-PQ | 2,949 | $370,756 | 0.06% |
| 78 | ADVANCED MICRO DEVICES INC | AMD | 3,009 | $363,458 | 0.06% |
| 79 | SPDR S&P 500 ETF TR | SPY | 615 | $360,393 | 0.05% |
| 80 | ISHARES TR | 464287622 | 1,111 | $357,985 | 0.05% |
| 81 | VANGUARD INDEX FDS | 922908736 | 867 | $355,852 | 0.05% |
| 82 | DUKE ENERGY CORP NEW | DUKB | 3,171 | $341,644 | 0.05% |
| 83 | COMCAST CORP NEW | CCZ | 8,791 | $329,932 | 0.05% |
| 84 | SCHWAB STRATEGIC TR | 808524854 | 13,155 | $319,537 | 0.05% |
| 85 | NETFLIX INC | NFLX | 353 | $314,619 | 0.05% |
| 86 | CHEVRON CORP NEW | CVX | 2,154 | $312,034 | 0.05% |
| 87 | MERCK & CO INC | MRK | 2,967 | $295,191 | 0.04% |
| 88 | DIMENSIONAL ETF TRUST | 25434V401 | 4,496 | $286,620 | 0.04% |
| 89 | AUTOMATIC DATA PROCESSING IN | ADP | 977 | $285,995 | 0.04% |
| 90 | SALESFORCE INC | CRM | 834 | $278,943 | 0.04% |
| 91 | COCA COLA CO | KO | 4,265 | $265,519 | 0.04% |
| 92 | PNC FINL SVCS GROUP INC | 693475105 | 1,342 | $258,833 | 0.04% |
| 93 | RTX CORPORATION | RTX | 2,231 | $258,133 | 0.04% |
| 94 | BOEING CO | BA-PA | 1,446 | $255,884 | 0.04% |
| 95 | NEW JERSEY RES CORP | NJR | 5,454 | $254,430 | 0.04% |
| 96 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,324 | $250,792 | 0.04% |
| 97 | SERVICENOW INC | NOW | 223 | $236,072 | 0.04% |
| 98 | DISNEY WALT CO | 254687106 | 2,073 | $230,850 | 0.04% |
| 99 | THERMO FISHER SCIENTIFIC INC | TMO | 442 | $229,942 | 0.03% |
| 100 | ISHARES TR | 464287689 | 680 | $227,434 | 0.03% |
| 101 | PHILIP MORRIS INTL INC | 718172109 | 1,781 | $214,385 | 0.03% |
| 102 | CISCO SYS INC | CSCO | 3,609 | $213,673 | 0.03% |
| 103 | SELECT SECTOR SPDR TR | 81369Y803 | 904 | $210,169 | 0.03% |
| 104 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 2,436 | $205,843 | 0.03% |
| 105 | BLACKROCK ETF TRUST II | BLK | 3,915 | $203,660 | 0.03% |
| 106 | PEPSICO INC | PEP | 1,315 | $200,011 | 0.03% |