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| Name: |
Meridian Wealth Partners LLC |
| City: |
BLUE BELL |
| State: |
PA |
| Zip: |
19422 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IUSB |
Ishares Core Total Usd Bond... |
39 |
- |
$0.00 |
$1,076,000 |
23,595 |
0.19% |
-11,000 |
0 |
0.001 |
N/A |
|
|
CBU |
Community Bank System Inc |
55 |
- |
$48.31 |
$525,000 |
10,923 |
0.09% |
-44,000 |
0 |
0.02 |
Domestic Regional Banks |
|
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STBA |
S&T Bancorp Inc |
61 |
- |
$32.37 |
$457,000 |
14,252 |
0.08% |
-19,000 |
0 |
0.036 |
Domestic Regional Banks |
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VMBS |
Vanguard Mortgage-Backed S |
68 |
- |
$45.30 |
$387,000 |
8,485 |
0.07% |
-6,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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VGSH |
Vanguard Scottsdale Funds |
69 |
- |
$57.86 |
$386,000 |
6,648 |
0.07% |
-2,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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GLD |
streetTRACKS Gold Trust |
71 |
- |
$220.03 |
$379,000 |
1,844 |
0.07% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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IWB |
ishares trust Russell 1000 |
79 |
- |
$290.40 |
$320,000 |
1,111 |
0.06% |
29,000 |
0 |
0.001 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
80 |
- |
$212.29 |
$309,000 |
1,485 |
0.06% |
23,000 |
0 |
0 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
81 |
- |
$528.69 |
$308,000 |
590 |
0.06% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
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DFUS |
Dimensional U S Equity Etf |
87 |
- |
$57.49 |
$256,000 |
4,496 |
0.05% |
23,000 |
0 |
0.001 |
N/A |
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NJR |
New Jersey Resources Corp |
90 |
- |
$44.48 |
$234,000 |
5,452 |
0.04% |
-9,000 |
0 |
0.006 |
Gas Utilities |
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VTV |
Vanguard Value VIPERS |
93 |
- |
$163.21 |
$225,000 |
1,379 |
0.04% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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