Portfolio (Quarterly)
Guide ↗
Meridian Wealth Partners, LLC
· CIK 0001781942| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IUSB | ISHARES TR | — | 21,390.0 | $995K | 0.14% | NEW | — | $46.54 | -1.0% |
| 42 | SCHD | SCHWAB STRATEGIC TR | — | 35,532.0 | $975K | 0.13% | NEW | — | $27.43 | +19.7% |
| 43 | GLD | SPDR GOLD TR | Financial Services | 2,442.0 | $968K | 0.13% | NEW | — | $396.31 | -2.3% |
| 44 | SPGI | S&P GLOBAL INC | Financial Services | 1,772.0 | $926K | 0.13% | NEW | — | $522.70 | -20.0% |
| 45 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,843.0 | $916K | 0.13% | NEW | — | $322.28 | -0.9% |
| 46 | TSLA | TESLA INC | Consumer Cyclical | 1,987.0 | $894K | 0.12% | NEW | — | $449.72 | -10.6% |
| 47 | VB | VANGUARD INDEX FDS | — | 3,360.0 | $867K | 0.12% | NEW | — | $257.94 | +15.1% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $755K | 0.10% | NEW | — | $754800.00 | — |
| 49 | XOM | EXXON MOBIL CORP | Energy | 5,510.0 | $663K | 0.09% | NEW | — | $120.35 | +22.3% |
| 50 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 10,890.0 | $626K | 0.09% | NEW | — | $57.44 | +14.6% |
| 51 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,877.0 | $616K | 0.09% | NEW | — | $214.16 | +142.5% |
| 52 | VTV | VANGUARD INDEX FDS | — | 3,185.0 | $608K | 0.08% | NEW | — | $190.99 | +13.7% |
| 53 | LLY | ELI LILLY & CO | Healthcare | 560.0 | $601K | 0.08% | NEW | — | $1074.04 | +6.6% |
| 54 | ABBV | ABBVIE INC | Healthcare | 2,577.0 | $589K | 0.08% | NEW | — | $228.52 | -0.6% |
| 55 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,596.0 | $571K | 0.08% | NEW | — | $219.77 | +7.3% |
| 56 | VXF | VANGUARD INDEX FDS | — | 2,608.0 | $545K | 0.07% | NEW | — | $209.12 | +14.4% |
| 57 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,784.0 | $545K | 0.07% | NEW | — | $305.63 | -6.1% |
| 58 | VO | VANGUARD INDEX FDS | — | 1,871.0 | $543K | 0.07% | NEW | — | $290.22 | -72.5% |
| 59 | FULT | FULTON FINL CORP PA | Financial Services | 27,520.0 | $532K | 0.07% | NEW | — | $19.33 | +19.9% |
| 60 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,496.0 | $517K | 0.07% | NEW | — | $206.95 | +15.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.1%
Financial Services
15.3%
Basic Materials
14.7%
Consumer Cyclical
9.7%
Communication Services
8.1%
Healthcare
5.6%
Industrials
3.3%
Consumer Defensive
2.9%
Energy
1.2%
Utilities
0.7%