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 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,273.0 | $1.3M | 0.16% | -744.0 | -24.7% | $580.91 | -20.2% |
| 42 | IUSB | ISHARES TR | — | 26,791.0 | $1.2M | 0.15% | +6K | +27.2% | $46.15 | -1.4% |
| 43 | SCHD | SCHWAB STRATEGIC TR | — | 35,975.0 | $1.1M | 0.14% | — | — | $31.71 | +10.2% |
| 44 | META | META PLATFORMS INC | Communication Services | 1,857.0 | $1.0M | 0.13% | +71.0 | +4.0% | $563.16 | -4.1% |
| 45 | MU | MICRON TECHNOLOGY INC | Technology | 836.0 | $965K | 0.12% | +135.0 | +19.3% | $1153.83 | -17.0% |
| 46 | TSLA | TESLA INC | Consumer Cyclical | 2,284.0 | $961K | 0.12% | +266.0 | +13.2% | $420.60 | -18.3% |
| 47 | VB | VANGUARD INDEX FDS | — | 3,152.0 | $955K | 0.12% | -45.0 | -1.4% | $303.13 | -0.1% |
| 48 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,836.0 | $928K | 0.11% | — | — | $327.33 | +7.8% |
| 49 | GLD | SPDR GOLD TR | Financial Services | 2,442.0 | $900K | 0.11% | — | — | $368.38 | +12.6% |
| 50 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,306.0 | $840K | 0.10% | — | — | $253.97 | +6.0% |
| 51 | XOM | EXXON MOBIL CORP | Energy | 5,688.0 | $778K | 0.09% | +72.0 | +1.3% | $136.72 | +22.2% |
| 52 | VGT | VANGUARD WORLD FD | — | 6,296.0 | $753K | 0.09% | +6K | +701.0% | $119.53 | -1.0% |
| 53 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.09% | — | — | $748850.00 | — |
| 54 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 10,890.0 | $731K | 0.09% | — | — | $67.12 | -5.9% |
| 55 | LLY | ELI LILLY & CO | Healthcare | 607.0 | $728K | 0.09% | +31.0 | +5.4% | $1198.77 | +4.3% |
| 56 | ABBV | ABBVIE INC | Healthcare | 2,807.0 | $706K | 0.09% | — | — | $251.67 | +4.9% |
| 57 | FULT | FULTON FINL CORP PA | Financial Services | 27,542.0 | $666K | 0.08% | — | — | $24.19 | -2.2% |
| 58 | VTV | VANGUARD INDEX FDS | — | 3,001.0 | $654K | 0.08% | +42.0 | +1.4% | $217.93 | +3.6% |
| 59 | VO | VANGUARD INDEX FDS | — | 7,738.0 | $623K | 0.07% | +6K | +313.6% | $80.57 | +2.6% |
| 60 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,600.0 | $615K | 0.07% | — | — | $236.63 | +2.6% |
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
40.2%
Basic Materials
14.4%
Financial Services
13.0%
Consumer Cyclical
11.5%
Communication Services
6.6%
Healthcare
4.5%
Consumer Defensive
3.5%
Industrials
3.4%
Energy
1.5%
Utilities
1.1%