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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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