Meridian Wealth Partners, LLC Sells in Q3 2025

Meridian Wealth Partners, LLC

  • $721 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-713K
- 39.07%
$42.42 - $45.96 $30.2M - $32.8M
1.11M $50.9M
PPG
Ppg Industries Inc

Basic Materials
-46K
- 35.84%
$103.65 - $119.07 $4.77M - $5.48M
82.4K $8.66M
NVDA
Nvidia Corp

Technology
-8.07K
- 29.11%
$153.3 - $186.58 $1.24M - $1.51M
19.7K $3.67M
JPM
Jpmorgan Chase & CO

Financial Services
-2.45K
- 45.19%
$282.78 - $316.06 $692K - $774K
2.97K $936K
WFC
Wells Fargo & Company

Financial Services
-6.27K
- 71.12%
$77.05 - $85.16 $483K - $534K
2.54K $213K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.6K
- 27.4%
$26.38 - $27.95 $491K - $521K
49.3K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
-8.12K
- 3.9%
$103.24 - $106.68 $838K - $866K
200K $21.3M
SUB
Ishares Short Term National Mu

ETFs
-3.79K
- 4.79%
$106.17 - $107.3 $403K - $407K
75.3K $8.05M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-6.06K
- 23.47%
$68.24 - $73.73 $413K - $447K
19.8K $1.45M
META
Meta Platforms, Inc.

Communication Services
-422
- 14.36%
$695.21 - $791.73 $293K - $334K
2.52K $1.85M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-12.7K
- 43.43%
$22.9 - $23.58 $290K - $298K
16.5K $386K
VB
Vanguard Small Cap ETF

ETFs
-1.31K
- 26.9%
$237.58 - $259.17 $311K - $339K
3.55K $902K
PLTR
Palantir Technologies Inc.

Technology
-2.1K
- 59.91%
$130.68 - $186.97 $274K - $392K
1.4K $255K
MSFT
Microsoft Corp

Technology
-722
- 9.24%
$491.09 - $535.64 $355K - $387K
7.1K $3.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-954
- 10.88%
$211.65 - $238.24 $202K - $227K
7.82K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 31.07%
$150.47 - $161.22 $171K - $183K
2.52K $387K
ABT
Abbott Laboratories

Healthcare
-1.16K
- 34.51%
$120.51 - $136.62 $140K - $158K
2.2K $294K
PLD
Prologis, Inc.

Real Estate
-1.68K
- 44.48%
$104.08 - $115.35 $175K - $194K
2.1K $240K
DUK
Duke Energy Corp

Utilities
-1.28K
- 41.04%
$116.31 - $125.93 $148K - $161K
1.83K $226K
IVV
Ishares Core S&P 500 ETF

ETFs
-741
- 9.29%
$620.67 - $670.08 $460K - $497K
7.24K $4.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.28K
- 9.11%
$66.38 - $71.68 $218K - $235K
32.7K $2.33M
BA
Boeing CO

Industrials
-445
- 24.68%
$209.79 - $237.38 $93.4K - $106K
1.36K $293K
AMD
Advanced Micro Devices Inc

Technology
-988
- 25.66%
$134.8 - $184.42 $133K - $182K
2.86K $463K
CMCSA
Comcast Corp

Communication Services
-1.4K
- 16.19%
$31.41 - $36.33 $44K - $50.9K
7.25K $227K
SPGI
S&P Global Inc.

Financial Services
-17
- 0.95%
$484.94 - $564.15 $8.24K - $9.59K
1.77K $862K
LLY
Eli Lilly & CO

Healthcare
-92
- 13.77%
$625.65 - $812.69 $57.6K - $74.8K
576 $439K
NFLX
Netflix Inc

Communication Services
-23
- 6.76%
$1147.87 - $1297.18 $26.4K - $29.8K
317 $380K
PM
Philip Morris International Inc.

Consumer Defensive
-175
- 8.5%
$157.77 - $183.27 $27.6K - $32.1K
1.89K $305K
CNTA
Centessa Pharmaceuticals PLC

Healthcare
-20K
- 52.49%
$13.17 - $24.4 $263K - $488K
18.1K $438K
V
Visa Inc.

Financial Services
-85
- 5.71%
$332.09 - $358.86 $28.2K - $30.5K
1.4K $478K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 5.9%
$915.95 - $994.57 $21.1K - $22.9K
367 $339K
BAC
Bank Of America Corp

Financial Services
-1.51K
- 19.35%
$44.92 - $52.42 $68K - $79.4K
6.31K $325K
TXN
Texas Instruments Inc

Technology
-223
- 3.45%
N/A
6.25K $1.22M
VIG
Vanguard Dividend Appreciation

ETFs
-221
- 9.63%
N/A
2.07K $377K
KO
Coca Cola CO

Consumer Defensive
-312
- 8.98%
$65.67 - $71.67 $20.5K - $22.4K
3.16K $209K
VGIT
Vanguard Intermediate Term Tre

ETFs
-524
- 12.12%
$58.97 - $60.36 $30.9K - $31.6K
3.8K $228K
ADP
Automatic Data Processing Inc

Industrials
-33
- 3.57%
$288.69 - $310.94 $9.53K - $10.3K
891 $261K
HD
Home Depot, Inc.

Consumer Cyclical
-624
- 10.16%
$357.4 - $423.42 $223K - $264K
5.52K $2.24M
MA
Mastercard Inc

Financial Services
-37
- 5.53%
$550.18 - $598.96 $20.4K - $22.2K
632 $359K
CSCO
Cisco Systems, Inc.

Technology
-149
- 4.36%
$66.2 - $71.79 $9.86K - $10.7K
3.27K $223K
Linde PLC
-16
- 3.52%
N/A
439 $0
Te Connectivity PLC
-13
- 1.02%
N/A
1.26K $0
Meridian Corporation
-67.5K
- 48.31%
N/A
72.2K $0
GS
Goldman Sachs Group Inc

Financial Services
-33
- 10.58%
$696.56 - $806.32 $23K - $26.6K
279 $222K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.03K
- 8.29%
$39.06 - $43.42 $40.3K - $44.8K
11.4K $495K
WMT
Walmart Inc.

Consumer Defensive
-157
- 3.27%
$94.4 - $104.27 $14.8K - $16.4K
4.65K $478K
VEA
Vanguard Ftse Developed Market

ETFs
-52
- 0.89%
$56.02 - $60.3 $2.91K - $3.14K
5.8K $347K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-23
- 1.77%
$185.88 - $207.44 $4.28K - $4.77K
1.28K $256K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.5%
$291.67 - $316.99 $2.63K - $2.85K
1.79K $543K
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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