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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$3.88 Billion 1.85% of portfolio
-
Q3 2024 Added 84.51%
$4.15T
$2.14 Billion 1.02% of portfolio
9,183
Q3 2024 Reduced 0.07%
$1.17T
$1.32 Billion 0.63% of portfolio
7,952
Q3 2024 Reduced 0.05%
$3.27T
$1.08 Billion 0.51% of portfolio
2,503
Q3 2024 Reduced 5.97%
$1.37T
$1.06 Billion 0.51% of portfolio
1,858
Q3 2024 Reduced 0.32%
$2.33T
$838 Million 0.4% of portfolio
4,496
Q2 2024 Reduced 9.04%
$349B
$633 Million 0.3% of portfolio
5,210
Q3 2024 Reduced 1.34%
$428M
$489 Million 0.23% of portfolio
42,890
Q4 2023 New
$194B
$462 Million 0.22% of portfolio
1,180
Q1 2024 Reduced 13.81%
$216B
$351 Million 0.17% of portfolio
1,152
Q3 2024 Added 0.09%
$756B
$321 Million 0.15% of portfolio
363
Q3 2024 Reduced 2.16%
$97.1B
$216 Million 0.1% of portfolio
1,250
Q3 2024 New
$638M
$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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