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Portfolio (Quarterly) Guide ↗

Meridian Wealth Partners, LLC

· CIK 0001781942
13F Portfolio $729M AUM 118 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 54 Added 26 Reduced 8 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 2,168.0 $359K 0.05% +442.0 +25.6% $165.37 +15.8%
42 BA BOEING CO Industrials 1,791.0 $356K 0.05% +124.0 +7.4% $198.99 +11.7%
43 NFLX NETFLIX INC. Communication Services 3,452.0 $332K 0.05% +246.0 +7.7% $96.14 -7.1%
44 IWV ISHARES TR 891.0 $330K 0.04% +28.0 +3.2% $370.86 +13.1%
45 ORCL ORACLE CORP Technology 2,204.0 $324K 0.04% +71.0 +3.3% $147.11 +23.3%
46 MA MASTERCARD INCORPORATED Financial Services 613.0 $306K 0.04% +11.0 +1.8% $499.81 -0.0%
47 CAT CATERPILLAR INC Industrials 386.0 $273K 0.04% +12.0 +3.2% $707.71 +23.3%
48 PNC PNC FINL SVCS GROUP INC Financial Services 1,285.0 $267K 0.04% +11.0 +0.9% $208.11 +2.5%
49 MRK MERCK & CO INC Healthcare 2,205.0 $265K 0.04% +17.0 +0.8% $120.31 -5.0%
50 KO COCA COLA CO Consumer Defensive 3,269.0 $249K 0.03% +31.0 +1.0% $76.04 +7.7%
51 DUK DUKE ENERGY CORP NEW Utilities 1,887.0 $247K 0.03% +30.0 +1.6% $130.94 -4.9%
52 PLD PROLOGIS INC. Real Estate 1,655.0 $219K 0.03% +54.0 +3.4% $132.20 +7.7%
53 PLTR PALANTIR TECHNOLOGIES INC Technology 1,492.0 $218K 0.03% +211.0 +16.5% $146.28 -7.5%
54 WM WASTE MGMT INC DEL Industrials 916.0 $211K 0.03% +6.0 +0.7% $229.87 -3.3%
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Basic Materials 14.9%
Financial Services 13.5%
Consumer Cyclical 12.0%
Communication Services 7.0%
Healthcare 5.7%
Consumer Defensive 4.0%
Industrials 3.8%
Energy 2.1%
Utilities 1.1%