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  Name: Meridian Wealth Partners LLC
  City: BLUE BELL
  State: PA
  Zip: 19422
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $554,069,000
  Total Value Change : $30,252,000
  Securities Held Change : 6
   
All Securities Held : 107
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 62
  Unchanged Positions : 12
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (LIN)1 Year Chart         LIN Linde Plc 96 New $432.52 $213,000 458 0.04% 213,000 458 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 97 New $76.09 $211,000 3,305 0.04% 211,000 3,305 0    Electric Utilities
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 98 New $160.35 $209,000 1,292 0.04% 209,000 1,292 0    Domestic Money Center...
   (RTX)1 Year Chart         RTX RTX Corp 100 New $101.02 $208,000 2,128 0.04% 208,000 2,128 0    Conglomerates
   (KO)1 Year Chart         KO Coca-Cola Co 101 New $63.03 $205,000 3,345 0.04% 205,000 3,345 0    Beverage Soft Drinks...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 102 New $302.51 $204,000 681 0.04% 204,000 681 0.001    Closed - End Fund - E...
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 103 New $144.94 $203,000 1,395 0.04% 203,000 1,395 0    Diversified Electronics
   (NFLX)1 Year Chart         NFLX Netflix Inc 104 New $621.10 $202,000 333 0.04% 202,000 333 0    Music & Video Stores
   (HIVE)1 Year Chart         HIVE Hive Blockchain Technologies 107 New $2.44 $34,000 10,000 0.01% 34,000 10,000 0.012    N/A

      9 Records Found
  1    
Page 1 of 1
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