MERIDIAN WEALTH PARTNERS, LLC Holdings

MERIDIAN WEALTH PARTNERS, LLC is an investment fund managing more than 399.56M US dollars. The largest holdings include Dimensional U.S. Core Equity 2 ETF, Schwab U.S. Large-Cap ETF and Dimensional US Core Equity Market ETF. In Q3 2022 the fund bought assets of total value of 29.23M US dollars and sold assets of total value of 50.73M US dollars.

$399.56M

portfolio value

-9.80%

quarter

-35.76%

1 year

MERIDIAN WEALTH PARTNERS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	31575000	22408000
Q2 2020	21110000	3884000
Q3 2020	12243000	231000
Q4 2020	59801000	16667000
Q1 2021	108731000	18825000
Q2 2021	110147000	13554000
Q3 2021	63895000	29908000
Q4 2021	27154000	9550000
Q1 2022	44680000	68529000
Q2 2022	8568000	61367000
Q3 2022	29225000	50727000

MERIDIAN WEALTH PARTNERS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Dimensional U.S. Core Equity 2 ETF Portfolio share: 18.24% Portfolio value: 72.88M Avg. open price: $27.56 Current price: $25.29 P/L: -8.23% Sold -1.51% shares Q3 2022	share	18.24%	72.88M	$27.56	$25.29	-8.23%	Sold -1.51% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 11.18% Portfolio value: 44.65M Avg. open price: $56.65 Current price: $47.18 P/L: -16.72% Bought +85.15% shares Q3 2022	share	11.18%	44.65M	$56.65	$47.18	-16.72%	Bought +85.15% shares Q3 2022
Dimensional US Core Equity Market ETF Portfolio share: 10.92% Portfolio value: 43.64M Avg. open price: $32.15 Current price: $28.16 P/L: -12.40% Sold -32.12% shares Q3 2022	share	10.92%	43.64M	$32.15	$28.16	-12.40%	Sold -32.12% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 9.75% Portfolio value: 38.94M Avg. open price: $114.58 Current price: $98.54 P/L: -14.00% Sold -0.33% shares Q3 2022	share	9.75%	38.94M	$114.58	$98.54	-14.00%	Sold -0.33% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 7.56% Portfolio value: 30.21M Avg. open price: $110.79 Current price: $106.17 P/L: -4.17% Bought +7.78% shares Q3 2022	share	7.56%	30.21M	$110.79	$106.17	-4.17%	Bought +7.78% shares Q3 2022
DIMENSIONAL ETF TRUST Portfolio share: 5.21% Portfolio value: 20.80M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.22% shares Q3 2022	share	5.21%	20.80M	N/A	N/A	N/A	Sold -5.22% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 4.15% Portfolio value: 16.57M Avg. open price: $105.97 Current price: $104.36 P/L: -1.52% Bought +9.11% shares Q3 2022	share	4.15%	16.57M	$105.97	$104.36	-1.52%	Bought +9.11% shares Q3 2022
Schwab Short-Term U.S. Treasury ETF Portfolio share: 3.54% Portfolio value: 14.14M Avg. open price: $50.7 Current price: $48.26 P/L: -4.82% Sold -9.45% shares Q3 2022	share	3.54%	14.14M	$50.7	$48.26	-4.82%	Sold -9.45% shares Q3 2022
ISHARES TR Portfolio share: 3.32% Portfolio value: 13.28M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.49% shares Q3 2022	share	3.32%	13.28M	N/A	N/A	N/A	Sold -0.49% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 3.08% Portfolio value: 12.31M Avg. open price: $69.11 Current price: $46.84 P/L: -32.23% Bought +1.95% shares Q3 2022	share	3.08%	12.31M	$69.11	$46.84	-32.23%	Bought +1.95% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 2.59% Portfolio value: 10.34M Avg. open price: $68.09 Current price: $59.19 P/L: -13.08% Bought +5.56% shares Q3 2022	share	2.59%	10.34M	$68.09	$59.19	-13.08%	Bought +5.56% shares Q3 2022
ISHARES TR Portfolio share: 2.25% Portfolio value: 9.00M Avg. open price: N/A Current price: N/A P/L: N/A Bought +5.50% shares Q3 2022	share	2.25%	9.00M	N/A	N/A	N/A	Bought +5.50% shares Q3 2022
ISHARES TR Portfolio share: 2.12% Portfolio value: 8.45M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	2.12%	8.45M	N/A	N/A	N/A	N/A Q3 2022
iShares Russell 2000 ETF Portfolio share: 1.62% Portfolio value: 6.46M Avg. open price: $124.37 Current price: $182.83 P/L: +47.00% Bought +2.79% shares Q3 2022	share	1.62%	6.46M	$124.37	$182.83	+47.00%	Bought +2.79% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 1.56% Portfolio value: 6.25M Avg. open price: $58.73 Current price: $68.2 P/L: +16.12% Sold -1.83% shares Q3 2022	share	1.56%	6.25M	$58.73	$68.2	+16.12%	Sold -1.83% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.02% Portfolio value: 4.06M Avg. open price: $123.16 Current price: $146.61 P/L: +19.04% Bought +1.47% shares Q3 2022	share	1.02%	4.06M	$123.16	$146.61	+19.04%	Bought +1.47% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.89% Portfolio value: 3.54M Avg. open price: $126.9 Current price: $109.05 P/L: -14.06% Sold -48.09% shares Q3 2022	share	0.89%	3.54M	$126.9	$109.05	-14.06%	Sold -48.09% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.79% Portfolio value: 3.14M Avg. open price: $328.23 Current price: $401.35 P/L: +22.28% Sold -0.42% shares Q3 2022	share	0.79%	3.14M	$328.23	$401.35	+22.28%	Sold -0.42% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.77% Portfolio value: 3.07M Avg. open price: $163.83 Current price: $199.98 P/L: +22.07% Sold -0.63% shares Q3 2022	share	0.77%	3.07M	$163.83	$199.98	+22.07%	Sold -0.63% shares Q3 2022
Banks—Regional Meridian Corporation Portfolio share: 0.62% Portfolio value: 2.46M Avg. open price: $25.97 Current price: $33.5 P/L: +29.01% Bought +11.48% shares Q3 2022	share	0.62%	2.46M	$25.97	$33.5	+29.01%	Bought +11.48% shares Q3 2022
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 0.60% Portfolio value: 2.39M Avg. open price: $40.11 Current price: $36.51 P/L: -8.96% Bought +0.14% shares Q3 2022	share	0.60%	2.39M	$40.11	$36.51	-8.96%	Bought +0.14% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.47% Portfolio value: 1.88M Avg. open price: $52.94 Current price: $51.48 P/L: -2.76% Bought +1.06% shares Q3 2022	share	0.47%	1.88M	$52.94	$51.48	-2.76%	Bought +1.06% shares Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.42% Portfolio value: 1.66M Avg. open price: $39.09 Current price: $43.66 P/L: +11.69% Sold -0.09% shares Q3 2022	share	0.42%	1.66M	$39.09	$43.66	+11.69%	Sold -0.09% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.41% Portfolio value: 1.63M Avg. open price: $331.79 Current price: $320.08 P/L: -3.53% Bought +1.04% shares Q3 2022	share	0.41%	1.63M	$331.79	$320.08	-3.53%	Bought +1.04% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.34% Portfolio value: 1.37M Avg. open price: $72.83 Current price: $77.65 P/L: +6.61% Bought +0.07% shares Q3 2022	share	0.34%	1.37M	$72.83	$77.65	+6.61%	Bought +0.07% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.33% Portfolio value: 1.31M Avg. open price: $54.87 Current price: $49.83 P/L: -9.19% Sold -57.17% shares Q3 2022	share	0.33%	1.31M	$54.87	$49.83	-9.19%	Sold -57.17% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.31% Portfolio value: 1.22M Avg. open price: $267.15 Current price: $250.2 P/L: -6.35% Bought +13.92% shares Q3 2022	share	0.31%	1.22M	$267.15	$250.2	-6.35%	Bought +13.92% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.29% Portfolio value: 1.15M Avg. open price: $78.44 Current price: $106.85 P/L: +36.21% Bought +31.41% shares Q3 2022	share	0.29%	1.15M	$78.44	$106.85	+36.21%	Bought +31.41% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.26% Portfolio value: 1.05M Avg. open price: $89.5 Current price: $88.61 P/L: -0.99% Sold -3.62% shares Q3 2022	share	0.26%	1.05M	$89.5	$88.61	-0.99%	Sold -3.62% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.25% Portfolio value: 1.00M Avg. open price: $175.43 Current price: $177.39 P/L: +1.12% Sold -3.41% shares Q3 2022	share	0.25%	1.00M	$175.43	$177.39	+1.12%	Sold -3.41% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 0.25% Portfolio value: 986K Avg. open price: $53.37 Current price: $46.39 P/L: -13.07% Bought +0.40% shares Q3 2022	share	0.25%	986K	$53.37	$46.39	-13.07%	Bought +0.40% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.23% Portfolio value: 931K Avg. open price: $161.52 Current price: $191.4 P/L: +18.50% Sold -0.60% shares Q3 2022	share	0.23%	931K	$161.52	$191.4	+18.50%	Sold -0.60% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.20% Portfolio value: 804K Avg. open price: $262.39 Current price: $367.34 P/L: +40.00% Bought +3.46% shares Q3 2022	share	0.20%	804K	$262.39	$367.34	+40.00%	Bought +3.46% shares Q3 2022
Banks—Regional KeyCorp Portfolio share: 0.18% Portfolio value: 726K Avg. open price: $22.38 Current price: $17.45 P/L: -22.03% Sold -0.01% shares Q3 2022	share	0.18%	726K	$22.38	$17.45	-22.03%	Sold -0.01% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.18% Portfolio value: 703K Avg. open price: $1,840.68 Current price: $91.02 P/L: -95.06% Bought +1.67% shares Q3 2022	share	0.18%	703K	$1,840.68	$91.02	-95.06%	Bought +1.67% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.17% Portfolio value: 696K Avg. open price: $2,150.06 Current price: $99.48 P/L: -95.37% Bought +7.53% shares Q3 2022	share	0.17%	696K	$2,150.06	$99.48	-95.37%	Bought +7.53% shares Q3 2022
Banks—Regional Community Bank System, Inc. Portfolio share: 0.16% Portfolio value: 654K Avg. open price: $57.74 Current price: $62.47 P/L: +8.20% Sold -2.38% shares Q1 2021	share	0.16%	654K	$57.74	$62.47	+8.20%	Sold -2.38% shares Q1 2021
Auto Manufacturers Tesla, Inc. Portfolio share: 0.16% Portfolio value: 645K Avg. open price: $653.78 Current price: $182.45 P/L: -72.09% Sold -2.45% shares Q3 2022	share	0.16%	645K	$653.78	$182.45	-72.09%	Sold -2.45% shares Q3 2022
iShares 1-5 Year Investment Grade Corporate Bond ETF Portfolio share: 0.16% Portfolio value: 624K Avg. open price: $53.37 Current price: $49.89 P/L: -6.52% Sold -89.36% shares Q3 2022	share	0.16%	624K	$53.37	$49.89	-6.52%	Sold -89.36% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.14% Portfolio value: 573K Avg. open price: $136.78 Current price: $163.96 P/L: +19.87% Bought +0.45% shares Q3 2022	share	0.14%	573K	$136.78	$163.96	+19.87%	Bought +0.45% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.14% Portfolio value: 570K Avg. open price: $146.86 Current price: $149.09 P/L: +1.52% Bought +1.80% shares Q3 2022	share	0.14%	570K	$146.86	$149.09	+1.52%	Bought +1.80% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.14% Portfolio value: 562K Avg. open price: $122.43 Current price: $105.38 P/L: -13.93% Sold -28.13% shares Q3 2022	share	0.14%	562K	$122.43	$105.38	-13.93%	Sold -28.13% shares Q3 2022
Financial Data & Stock Exchanges S&P Global Inc. Portfolio share: 0.13% Portfolio value: 519K Avg. open price: $381.14 Current price: $350.31 P/L: -8.09% Bought +1.01% shares Q3 2022	share	0.13%	519K	$381.14	$350.31	-8.09%	Bought +1.01% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.12% Portfolio value: 460K Avg. open price: $160.84 Current price: $156.13 P/L: -2.93% Bought +65.66% shares Q1 2022	share	0.12%	460K	$160.84	$156.13	-2.93%	Bought +65.66% shares Q1 2022
REIT—Industrial Prologis, Inc. Portfolio share: 0.11% Portfolio value: 446K Avg. open price: $136.39 Current price: $114.26 P/L: -16.22% Bought +0.99% shares Q3 2022	share	0.11%	446K	$136.39	$114.26	-16.22%	Bought +0.99% shares Q3 2022
Banks—Regional S&T Bancorp, Inc. Portfolio share: 0.11% Portfolio value: 420K Avg. open price: $29.43 Current price: $35.66 P/L: +21.15% Bought +0.02% shares Q3 2022	share	0.11%	420K	$29.43	$35.66	+21.15%	Bought +0.02% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.10% Portfolio value: 395K Avg. open price: $43.63 Current price: $50.73 P/L: +16.28% Sold -1.78% shares Q3 2022	share	0.10%	395K	$43.63	$50.73	+16.28%	Sold -1.78% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.10% Portfolio value: 392K Avg. open price: $222.29 Current price: $122.43 P/L: -44.92% Bought +0.03% shares Q3 2022	share	0.10%	392K	$222.29	$122.43	-44.92%	Bought +0.03% shares Q3 2022
ProShares Short S&P500 Portfolio share: 0.10% Portfolio value: 382K Avg. open price: N/A Current price: $15.41 P/L: N/A N/A Q3 2022	share	0.10%	382K	N/A	$15.41	N/A	N/A Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.09% Portfolio value: 375K Avg. open price: $46.73 Current price: $43.08 P/L: -7.81% Bought +1.62% shares Q3 2022	share	0.09%	375K	$46.73	$43.08	-7.81%	Bought +1.62% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.09% Portfolio value: 373K Avg. open price: $236.03 Current price: $271.59 P/L: +15.06% Bought +0.56% shares Q3 2022	share	0.09%	373K	$236.03	$271.59	+15.06%	Bought +0.56% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.09% Portfolio value: 369K Avg. open price: $170.1 Current price: $178.78 P/L: +5.10% Bought +6.81% shares Q3 2022	share	0.09%	369K	$170.1	$178.78	+5.10%	Bought +6.81% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.09% Portfolio value: 361K Avg. open price: $163.03 Current price: $183.12 P/L: +12.32% Sold -0.41% shares Q3 2022	share	0.09%	361K	$163.03	$183.12	+12.32%	Sold -0.41% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.09% Portfolio value: 348K Avg. open price: $326.22 Current price: $400.01 P/L: +22.62% Bought +2.85% shares Q3 2022	share	0.09%	348K	$326.22	$400.01	+22.62%	Bought +2.85% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.08% Portfolio value: 334K Avg. open price: $164.05 Current price: $211.89 P/L: +29.16% Bought +15.18% shares Q3 2022	share	0.08%	334K	$164.05	$211.89	+29.16%	Bought +15.18% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.08% Portfolio value: 328K Avg. open price: $138.69 Current price: $131.37 P/L: -5.28% Bought +2.95% shares Q3 2022	share	0.08%	328K	$138.69	$131.37	-5.28%	Bought +2.95% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.08% Portfolio value: 323K Avg. open price: $2,566.3 Current price: $99.87 P/L: -96.11% Bought +18.35% shares Q3 2022	share	0.08%	323K	$2,566.3	$99.87	-96.11%	Bought +18.35% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.08% Portfolio value: 310K Avg. open price: $160.24 Current price: $206.18 P/L: +28.67% Bought +1.29% shares Q3 2022	share	0.08%	310K	$160.24	$206.18	+28.67%	Bought +1.29% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.07% Portfolio value: 292K Avg. open price: $110.29 Current price: $99.13 P/L: -10.12% Bought +1.12% shares Q3 2022	share	0.07%	292K	$110.29	$99.13	-10.12%	Bought +1.12% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.07% Portfolio value: 285K Avg. open price: $159.73 Current price: $164.39 P/L: +2.92% Sold -3.15% shares Q2 2022	share	0.07%	285K	$159.73	$164.39	+2.92%	Sold -3.15% shares Q2 2022
First Trust Short Duration Managed Municipal ETF Portfolio share: 0.07% Portfolio value: 278K Avg. open price: N/A Current price: $19.8 P/L: N/A N/A Q3 2022	share	0.07%	278K	N/A	$19.8	N/A	N/A Q3 2022
Banks—Regional Fulton Financial Corporation Portfolio share: 0.07% Portfolio value: 274K Avg. open price: $15.21 Current price: $17.45 P/L: +14.76% Sold -42.87% shares Q1 2022	share	0.07%	274K	$15.21	$17.45	+14.76%	Sold -42.87% shares Q1 2022
Utilities—Regulated Water Essential Utilities, Inc. Portfolio share: 0.07% Portfolio value: 272K Avg. open price: $52.93 Current price: $48.04 P/L: -9.24% Bought +0.63% shares Q2 2022	share	0.07%	272K	$52.93	$48.04	-9.24%	Bought +0.63% shares Q2 2022
iShares ESG Aware MSCI EM ETF Portfolio share: 0.07% Portfolio value: 268K Avg. open price: $39.98 Current price: $31.08 P/L: -22.26% Bought +7.72% shares Q3 2022	share	0.07%	268K	$39.98	$31.08	-22.26%	Bought +7.72% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.07% Portfolio value: 266K Avg. open price: $305.87 Current price: $287.73 P/L: -5.93% N/A Q3 2022	share	0.07%	266K	$305.87	$287.73	-5.93%	N/A Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.06% Portfolio value: 258K Avg. open price: $85.73 Current price: $72.92 P/L: -14.94% Sold -4.52% shares Q3 2022	share	0.06%	258K	$85.73	$72.92	-14.94%	Sold -4.52% shares Q3 2022
Vanguard Total Intl Stock Idx Fund Portfolio share: 0.06% Portfolio value: 249K Avg. open price: $58.72 Current price: $53.09 P/L: -9.58% Bought +1.34% shares Q3 2022	share	0.06%	249K	$58.72	$53.09	-9.58%	Bought +1.34% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.06% Portfolio value: 244K Avg. open price: $139.52 Current price: $151.65 P/L: +8.70% N/A Q3 2022	share	0.06%	244K	$139.52	$151.65	+8.70%	N/A Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.06% Portfolio value: 243K Avg. open price: $66.56 Current price: $176.56 P/L: +165.27% Sold -3.48% shares Q3 2022	share	0.06%	243K	$66.56	$176.56	+165.27%	Sold -3.48% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 0.06% Portfolio value: 241K Avg. open price: $88.34 Current price: $103.55 P/L: +17.22% Bought +2.33% shares Q3 2022	share	0.06%	241K	$88.34	$103.55	+17.22%	Bought +2.33% shares Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 0.06% Portfolio value: 237K Avg. open price: $81.23 Current price: $75.4 P/L: -7.18% Sold -3.39% shares Q3 2022	share	0.06%	237K	$81.23	$75.4	-7.18%	Sold -3.39% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.06% Portfolio value: 227K Avg. open price: $47.43 Current price: $35.15 P/L: -25.89% Bought +1.65% shares Q3 2022	share	0.06%	227K	$47.43	$35.15	-25.89%	Bought +1.65% shares Q3 2022
Banks—Regional The PNC Financial Services Group, Inc. Portfolio share: 0.06% Portfolio value: 226K Avg. open price: $171.82 Current price: $153.11 P/L: -10.89% Bought +0.73% shares Q3 2022	share	0.06%	226K	$171.82	$153.11	-10.89%	Bought +0.73% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 0.06% Portfolio value: 222K Avg. open price: $250.07 Current price: $219.88 P/L: -12.07% Bought +18.42% shares Q2 2022	share	0.06%	222K	$250.07	$219.88	-12.07%	Bought +18.42% shares Q2 2022
Utilities—Regulated Gas New Jersey Resources Corporation Portfolio share: 0.05% Portfolio value: 218K Avg. open price: $45.15 Current price: $48.72 P/L: +7.91% Bought +0.41% shares Q3 2022	share	0.05%	218K	$45.15	$48.72	+7.91%	Bought +0.41% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.05% Portfolio value: 214K Avg. open price: $162.64 Current price: $95.93 P/L: -41.02% N/A Q3 2022	share	0.05%	214K	$162.64	$95.93	-41.02%	N/A Q3 2022
Utilities—Diversified South Jersey Industries, Inc. Portfolio share: 0.05% Portfolio value: 213K Avg. open price: N/A Current price: $34.42 P/L: N/A N/A Q1 2022	share	0.05%	213K	N/A	$34.42	N/A	N/A Q1 2022
Vanguard Intermediate-Term Bond Index Fund Portfolio share: 0.05% Portfolio value: 211K Avg. open price: $86.85 Current price: $75.45 P/L: -13.13% Sold -3.27% shares Q3 2022	share	0.05%	211K	$86.85	$75.45	-13.13%	Sold -3.27% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.05% Portfolio value: 210K Avg. open price: $332.4 Current price: $535.04 P/L: +60.96% Bought +4.53% shares Q3 2022	share	0.05%	210K	$332.4	$535.04	+60.96%	Bought +4.53% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.05% Portfolio value: 210K Avg. open price: $61.72 Current price: $85.15 P/L: +37.96% Bought +1.98% shares Q3 2022	share	0.05%	210K	$61.72	$85.15	+37.96%	Bought +1.98% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.05% Portfolio value: 207K Avg. open price: $60.7 Current price: $100.68 P/L: +65.86% Sold -5.74% shares Q3 2022	share	0.05%	207K	$60.7	$100.68	+65.86%	Sold -5.74% shares Q3 2022
Asset Management PIMCO Municipal Income Fund II Portfolio share: 0.05% Portfolio value: 191K Avg. open price: N/A Current price: $9.61 P/L: N/A N/A Q1 2022	share	0.05%	191K	N/A	$9.61	N/A	N/A Q1 2022
Telecom Services AT&T Inc. Portfolio share: 0.04% Portfolio value: 179K Avg. open price: $25.92 Current price: $18.75 P/L: -27.66% Bought +8.86% shares Q3 2022	share	0.04%	179K	$25.92	$18.75	-27.66%	Bought +8.86% shares Q3 2022
Advertising Agencies Digital Media Solutions, Inc. Portfolio share: 0.01% Portfolio value: 47K Avg. open price: $4.94 Current price: $1.61 P/L: -67.41% Bought +22.81% shares Q3 2022	share	0.01%	47K	$4.94	$1.61	-67.41%	Bought +22.81% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $114.53 Current price: $147.41 P/L: +28.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$114.53	$147.41	+28.71%	Sold -100.00% shares Q3 2022
Drug Manufacturers—Specialty & Generic SNDL Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $1.08 Current price: $3.12 P/L: +189.35% Sold -100.00% shares Q3 2022	share	0.00%	0	$1.08	$3.12	+189.35%	Sold -100.00% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $48.44 Current price: $42.59 P/L: -12.08% Sold -100.00% shares Q3 2022	share	0.00%	0	$48.44	$42.59	-12.08%	Sold -100.00% shares Q3 2022

Showing TOP 87 MERIDIAN WEALTH PARTNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MERIDIAN WEALTH PARTNERS, LLC?

The biggest position of the MERIDIAN WEALTH PARTNERS, LLC is Dimensional U.S. Core Equity 2 ETF (DFAC) with 18.24% portfolio share worth of 72.88M US dollars.

Top 5 MERIDIAN WEALTH PARTNERS's holdings represent 57.65% of the portfolio:

Dimensional U.S. Core Equity 2 ETF (DFAC) – 18.24%
Schwab U.S. Large-Cap ETF (SCHX) – 11.18%
Dimensional US Core Equity Market ETF (DFAU) – 10.92%
iShares Core U.S. Aggregate Bond ETF (AGG) – 9.75%
iShares National Muni Bond ETF (MUB) – 7.56%

Who is the portfolio manager of MERIDIAN WEALTH PARTNERS, LLC?

The portfolio manager of the MERIDIAN WEALTH PARTNERS, LLC is .

What is the total asset value of the MERIDIAN WEALTH PARTNERS, LLC portfolio?

MERIDIAN WEALTH PARTNERS, LLC total asset value (portfolio value) is 399.56M US dollars.

Who is ?

is the portfolio manager of the MERIDIAN WEALTH PARTNERS, LLC.

What is (MERIDIAN WEALTH PARTNERS, LLC) fund performance?

MERIDIAN WEALTH PARTNERS's quarterly performance is -9.80%, annualy -35.76%.

What is the MERIDIAN WEALTH PARTNERS, LLC CIK?

MERIDIAN WEALTH PARTNERS's Central Index Key is 0001781942 .