Portfolio (Quarterly)
Guide ↗
Meridian Wealth Partners, LLC
· CIK 0001781942| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC | INTEL CORP | Technology | 3,046.0 | $425K | 0.05% | NEW | — | $139.65 | -22.2% |
| 2 | LRCX | LAM RESEARCH CORP | Technology | 742.0 | $322K | 0.04% | NEW | — | $433.33 | -33.5% |
| 3 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 771.0 | $320K | 0.04% | NEW | — | $415.45 | -9.3% |
| 4 | SNDK | SANDISK CORP | Technology | 137.0 | $312K | 0.04% | NEW | — | $2273.74 | -21.2% |
| 5 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,363.0 | $242K | 0.03% | NEW | — | $102.20 | -6.2% |
| 6 | GEV | GE VERNOVA INC | Utilities | 205.0 | $241K | 0.03% | NEW | — | $1174.86 | -20.0% |
| 7 | KLAC | KLA CORP | Technology | 794.0 | $240K | 0.03% | NEW | — | $301.71 | -41.3% |
| 8 | WDC | WESTERN DIGITAL CORP | Technology | 363.0 | $232K | 0.03% | NEW | — | $638.15 | -30.8% |
| 9 | IWF | ISHARES TR | — | 1,796.0 | $223K | 0.03% | NEW | — | $124.17 | -0.7% |
| 10 | MRVL | MARVELL TECHNOLOGY INC | Technology | 732.0 | $218K | 0.03% | NEW | — | $298.09 | -18.1% |
| 11 | MS | MORGAN STANLEY | Financial Services | 1,018.0 | $213K | 0.03% | NEW | — | $209.05 | -3.1% |
| 12 | TRV | TRAVELERS COMPANIES INC | Financial Services | 630.0 | $208K | 0.03% | NEW | — | $330.12 | +13.5% |
| 13 | PANW | PALO ALTO NETWORKS INC | Technology | 606.0 | $207K | 0.03% | NEW | — | $341.14 | +6.6% |
| 14 | ADI | ANALOG DEVICES INC | Technology | 520.0 | $206K | 0.03% | NEW | — | $396.92 | -5.3% |
① 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
41.0%
Basic Materials
14.6%
Financial Services
13.2%
Consumer Cyclical
11.8%
Communication Services
4.7%
Healthcare
4.6%
Consumer Defensive
3.6%
Industrials
3.5%
Energy
1.5%
Utilities
1.1%