Meridian Wealth Partners, LLC
Top Portfolio Positions
66 positions ·
$57,285,187 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
37,491 | $9,514,840 | 16.61% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
79,104 | $8,454,635 | 14.76% | |
| NVDA |
Nvidia Corp
Technology
|
21,097 | $3,679,316 | 6.42% | |
| MSFT |
Microsoft Corp
Technology
|
7,193 | $2,662,632 | 4.65% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
5,430 | $1,785,872 | 3.12% | |
| NVR |
Nvr Inc
Consumer Cyclical
|
262 | $1,726,535 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,284 | $1,725,308 | 3.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,012 | $1,441,250 | 2.52% | |
| MRBK |
Meridian Corp
Financial Services
|
66,839 | $1,267,267 | 2.21% | |
| AVGO |
Broadcom Inc.
Technology
|
3,797 | $1,175,209 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MRBK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,267,267 | 66,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,175,029 | 66,839 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,140,511 | 72,230 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,801,068 | 139,726 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,733,472 | 120,380 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,971,964 | 143,834 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,819,856 | 143,976 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,175,988 | 206,843 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,128,504 | 214,567 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,644,544 | 190,255 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,874,459 | 191,369 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,678,063 | 171,231 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,042,737 | 162,122 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,285,189 | 84,859 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,232,082 | 84,476 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,148,051 | 75,779 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,116,026 | 69,556 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,276,507 | 69,432 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,011,454 | 70,411 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $890,767 | 67,868 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $880,074 | 67,698 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $620,183 | 59,633 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $480,738 | 59,608 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $468,953 | 59,174 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $400,304 | 58,524 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||