MWP
Meridian Wealth Partners Portfolio holdings
AUM
$727M
1-Year Est. Return
11.49%
1 Year Est. Return
+11.49%
AUM
$727M
AUM Growth
+$36.8M
(+5.3%)
Holding
119
Top Buys
| 1 | +$12.3M | |
| 2 | +$11.3M | |
| 3 | +$5.93M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$4.59M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.52M |
Top Sells
| 1 | +$32.6M | |
| 2 | +$4.84M | |
| 3 | +$1.98M | |
| 4 |
NVIDIA
NVDA
|
+$1.51M |
| 5 |
Meridian
MRBK
|
+$1.07M |
Sector Composition
| 1 | Technology | 2.97% |
| 2 | Materials | 1.22% |
| 3 | Financials | 0.92% |
| 4 | Consumer Discretionary | 0.81% |
| 5 | Communication Services | 0.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Comcast
CMCSA
$99.2B
| $228K | 0.03% |
7,247
-1,400
|
|
||
102
Duke Energy
DUK
$89.7B
| $227K | 0.03% |
1,832
-1,275
|
|
||
103
Vanguard High Dividend Yield ETF
VYM
$69.1B
| $226K | 0.03% |
+1,600
|
|
||
104
Cisco
CSCO
$307B
| $224K | 0.03% |
3,270
-149
|
|
||
105
Goldman Sachs
GS
$266B
| $222K | 0.03% |
279
-33
|
|
||
106
GE Aerospace
GE
$316B
| $221K | 0.03% |
+736
|
|
||
107
Merck
MRK
$249B
| $218K | 0.03% |
+2,597
|
|
||
108
Public Service Enterprise Group
PEG
$39.4B
| $214K | 0.03% |
2,559
+145
|
|
||
109
Wells Fargo
WFC
$291B
| $213K | 0.03% |
2,544
-6,265
|
|
||
110
Coca-Cola
KO
$303B
| $210K | 0.03% |
3,163
-312
|
|
||
111
Linde
LIN
$194B
| $209K | 0.03% |
439
-16
|
|
||
112
Thermo Fisher Scientific
TMO
$215B
| $206K | 0.03% |
+424
|
|
||
113
Waste Management
WM
$86.9B
| $200K | 0.03% |
906
+6
|
|
||
114
Walt Disney
DIS
$199B
| – | – |
-1,727
|
|
||
115
iShares US Technology ETF
IYW
$20.9B
| – | – |
-1,310
|
|
||
116
ServiceNow
NOW
$179B
| – | – |
-229
|
|
||
117
S&T Bancorp
STBA
$1.61B
| – | – |
-14,252
|
|
||
118
TSMC
TSM
$1.51T
| – | – |
-1,584
|
|
||
119
GE Vernova
GEV
$182B
| – | – |
-597
|
|