Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

  • $210 Billion
  • Q3 2024

Meredith Wealth Planning has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $43.9B, Dimensional ETF Tr Dimensional with a value of $23.4B, American Centy ETF Tr with a value of $21.9B, American Centy ETF Tr Avantis with a value of $20B, and Ishares Msci Usa Momentum Fact with a value of $17.3B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $191B to 210B.

Meredith Wealth Planning is based out at Maryville, IL

Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $169 Billion
Technology: $4.06 Billion
Communication Services: $2.38 Billion
Consumer Cyclical: $1.68 Billion
Industrials: $462 Million
Healthcare: $321 Million
Financial Services: $210 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.9 Billion 20.94% of portfolio
457,329
Q3 2024 Added 1.32%
$0
$23.4 Billion 11.18% of portfolio
687,818
Q3 2024 Added 3.61%
American Centy ETF Tr
-
$21.9 Billion 10.47% of portfolio
-
Q3 2024 Added 1.56%
$0
$20 Billion 9.53% of portfolio
282,497
Q3 2024 Added 0.7%
$0
$17.3 Billion 8.25% of portfolio
85,213
Q3 2024 Reduced 0.82%
$0
$11.3 Billion 5.41% of portfolio
217,581
Q3 2024 Added 2.05%
$0
$10 Billion 4.79% of portfolio
362,237
Q3 2024 Added 7.05%
$0
$9 Billion 4.29% of portfolio
208,303
Q3 2024 Added 9.73%
$0
$8.89 Billion 4.24% of portfolio
220,213
Q3 2024 Reduced 0.6%
$0
$6.42 Billion 3.06% of portfolio
67,446
Q3 2024 Added 0.09%
-
$3.88 Billion 1.85% of portfolio
-
Q3 2024 Added 84.51%
Dimensional ETF Trust
-
$2.81 Billion 1.34% of portfolio
-
Q3 2024 Added 56.28%
$0
$2.3 Billion 1.1% of portfolio
48,262
Q3 2024 Reduced 12.1%
$3.59T
$2.14 Billion 1.02% of portfolio
9,183
Q3 2024 Reduced 0.07%
$0
$2.07 Billion 0.99% of portfolio
23,835
Q3 2024 Added 0.98%
$0
$2.04 Billion 0.97% of portfolio
39,920
Q3 2024 Added 0.94%
$0
$1.96 Billion 0.94% of portfolio
29,264
Q3 2024 Added 0.98%
$0
$1.52 Billion 0.72% of portfolio
19,081
Q3 2024 Reduced 5.51%
$1.03T
$1.32 Billion 0.63% of portfolio
7,952
Q3 2024 Reduced 0.05%
$0
$1.26 Billion 0.6% of portfolio
27,341
Q3 2024 Added 0.33%
$0
$1.11 Billion 0.53% of portfolio
3,923
Q3 2024 Added 0.18%
$0
$1.12 Billion 0.53% of portfolio
19,906
Q3 2024 Added 19.89%
$0
$1.1 Billion 0.53% of portfolio
19,834
Q3 2024 Added 0.52%
$3.06T
$1.08 Billion 0.51% of portfolio
2,503
Q3 2024 Reduced 5.97%
$1.27T
$1.06 Billion 0.51% of portfolio
1,858
Q3 2024 Reduced 0.32%
$2.02T
$838 Million 0.4% of portfolio
4,496
Q2 2024 Reduced 9.04%
Dimensional ETF Trust
-
$772 Million 0.37% of portfolio
-
Q3 2024 New
Dimensional ETF Trust
-
$635 Million 0.3% of portfolio
-
Q3 2024 New
$337B
$633 Million 0.3% of portfolio
5,210
Q3 2024 Reduced 1.34%
$0
$636 Million 0.3% of portfolio
1,206
Q3 2024 Added 8.94%
$0
$602 Million 0.29% of portfolio
5,590
Q3 2024 Added 0.32%
$0
$548 Million 0.26% of portfolio
11,446
Q3 2024 Reduced 3.93%
$432M
$489 Million 0.23% of portfolio
42,890
Q4 2023 New
$200B
$462 Million 0.22% of portfolio
1,180
Q1 2024 Reduced 13.81%
$217B
$351 Million 0.17% of portfolio
1,152
Q3 2024 Added 0.09%
$0
$327 Million 0.16% of portfolio
5,691
Q3 2024 Reduced 2.82%
$778B
$321 Million 0.15% of portfolio
363
Q3 2024 Reduced 2.16%
$0
$288 Million 0.14% of portfolio
11,798
Q3 2024 Added 1.11%
$0
$300 Million 0.14% of portfolio
6,183
Q3 2024 Added 28.68%
$0
$244 Million 0.12% of portfolio
3,772
Q3 2024 Added 0.37%
$0
$234 Million 0.11% of portfolio
5,494
Q3 2024 Added 0.64%
$0
$232 Million 0.11% of portfolio
403
Q3 2024 Added 0.5%
$0
$231 Million 0.11% of portfolio
393
Q3 2024 New
$68.4B
$216 Million 0.1% of portfolio
1,250
Q3 2024 New
$614M
$210 Million 0.1% of portfolio
9,594
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $210 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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