Holdings of Meridian Wealth Partners, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 112 in 1 countries
- Top ten
- 72.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Comcast Corp | 7,713 | 221.4K $ | |
| 102 | Vertex Inc | 18,453 | 219.4K $ | |
| 103 | Prologis Inc | 1,655 | 218.8K $ | |
| 104 | Palantir Technologies Inc | 1,492 | 218.3K $ | |
| 105 | iShares Core MSCI EAFE ETF | 2,362 | 213.8K $ | |
| 106 | Waste Management Inc | 916 | 210.6K $ | |
| 107 | Gilead Sciences Inc | 1,506 | 209.9K $ | |
| 108 | NextEra Energy Inc | 2,249 | 208.9K $ | |
| 109 | Provident Financial Services Inc | 9,778 | 206.9K $ | |
| 110 | Thermo Fisher Scientific Inc | 418 | 205.5K $ | |
| 111 | Public Service Enterprise Group Inc | 2,511 | 203.3K $ | |
| 112 | General Electric Co | 708 | 200.9K $ |
Sector breakdown
- Funds 19.4 %
- Technology 3.2 %
- Materials 1.3 %
- Consumer discretionary 1.1 %
- Communication 0.6 %
- Financials 0.6 %
- Health care 0.4 %
- Consumer staples 0.4 %
- Industrials 0.3 %
- Energy 0.1 %
- Utilities 0.1 %
- Unattributed 72.4 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 112 | 641.3M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Meridian Wealth Partners, LLC". https://titelia.com/en/funds/US13F1781942