Chief Compliance Officer

0001781942-21-000002.txt : 20210216 0001781942-21-000002.hdr.sgml : 20210216 20210216082601 ACCESSION NUMBER: 0001781942-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meridian Wealth Partners, LLC CENTRAL INDEX KEY: 0001781942 IRS NUMBER: 815475391 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20002 FILM NUMBER: 21632777 BUSINESS ADDRESS: STREET 1: 653 SKIPPACK PIKE STREET 2: STE 210 CITY: BLUE BELL STATE: PA ZIP: 19422 BUSINESS PHONE: (610) 272-4700 MAIL ADDRESS: STREET 1: 653 SKIPPACK PIKE STREET 2: STE 210 CITY: BLUE BELL STATE: PA ZIP: 19422 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001781942 XXXXXXXX 12-31-2020 12-31-2020 Meridian Wealth Partners, LLC

653 SKIPPACK PIKE STE 210 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-20002 N Brian Kohute Chief Compliance Officer 610-272-4700 Brian Kohute Blue Bell PA 02-16-2021 1 274 242083 false 1 Parametric INFORMATION TABLE 2 13FMeridianWealth20201231.xml 3M CO COM 88579Y101 77 442 SH SOLE 0 0 442 3M CO COM 88579Y101 34 197 SH DFND 1 0 0 197 ABBOTT LABS COM 002824100 761 6947 SH SOLE 0 0 6947 ABBOTT LABS COM 002824100 40 362 SH DFND 1 0 0 362 ABBVIE INC COM 00287Y109 25 229 SH SOLE 0 0 229 ABBVIE INC COM 00287Y109 40 373 SH DFND 1 0 0 373 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27 104 SH DFND 1 0 0 104 ADOBE SYSTEMS INCORPORATED COM 00724F101 115 230 SH DFND 1 0 0 230 AES CORP COM 00130H105 78 3301 SH SOLE 0 0 3301 AFLAC INC COM 001055102 20 458 SH SOLE 0 0 458 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 219 939 SH SOLE 0 0 939 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37 160 SH DFND 1 0 0 160 ALPHABET INC CAP STK CL A 02079K305 245 140 SH SOLE 0 0 140 ALPHABET INC CAP STK CL A 02079K305 119 68 SH DFND 1 0 0 68 ALPHABET INC 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CISCO SYS INC COM 17275R102 29 643 SH DFND 1 0 0 643 CITIGROUP INC COM NEW 172967424 23 371 SH DFND 1 0 0 371 CLOROX CO DEL COM 189054109 69 341 SH SOLE 0 0 341 COCA COLA CO COM 191216100 42 762 SH SOLE 0 0 762 COCA COLA CO COM 191216100 39 705 SH DFND 1 0 0 705 COLGATE PALMOLIVE CO COM 194162103 378 4423 SH SOLE 0 0 4423 COMCAST CORP NEW CL A 20030N101 306 5835 SH SOLE 0 0 5835 COMCAST CORP NEW CL A 20030N101 53 1014 SH DFND 1 0 0 1014 COMMUNITY BK SYS INC COM 203607106 695 11148 SH SOLE 0 0 11148 CONSTELLATION BRANDS INC CL A 21036P108 24 109 SH SOLE 0 0 109 COSTAR GROUP INC COM 22160N109 22 24 SH DFND 1 0 0 24 COSTCO WHSL CORP NEW COM 22160K105 46 122 SH DFND 1 0 0 122 CROWDSTRIKE HLDGS INC CL A 22788C105 24 113 SH SOLE 0 0 113 CROWN CASTLE INTL CORP NEW COM 22822V101 20 127 SH DFND 1 0 0 127 CSX CORP COM 126408103 74 820 SH SOLE 0 0 820 CVS HEALTH CORP COM 126650100 27 401 SH SOLE 0 0 401 DANAHER CORPORATION COM 235851102 32 143 SH DFND 1 0 0 143 DBX ETF TR XTRACK USD HIGH 233051432 95 1894 SH SOLE 0 0 1894 DELTA AIR LINES INC DEL COM NEW 247361702 21 516 SH SOLE 0 0 516 DEXCOM INC COM 252131107 22 60 SH SOLE 0 0 60 DIGITAL MEDIA SOLUTIONS INC COM CL A 25401G106 114 9428 SH SOLE 0 0 9428 DISNEY WALT CO COM 254687106 130 716 SH SOLE 0 0 716 DISNEY WALT CO COM 254687106 89 492 SH DFND 1 0 0 492 DOLLAR TREE INC COM 256746108 22 200 SH SOLE 0 0 200 DOW INC COM 260557103 22 391 SH SOLE 0 0 391 DUKE ENERGY CORP NEW COM NEW 26441C204 64 696 SH SOLE 0 0 696 EDWARDS LIFESCIENCES CORP COM 28176E108 25 272 SH DFND 1 0 0 272 EMERSON ELEC CO COM 291011104 34 424 SH SOLE 0 0 424 ENBRIDGE INC COM 29250N105 39 1215 SH SOLE 0 0 1215 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 25 4000 SH SOLE 0 0 4000 ENTERPRISE PRODS PARTNERS L COM 293792107 21 1086 SH SOLE 0 0 1086 ESSENTIAL UTILS INC COM 29670G102 51 1089 SH SOLE 0 0 1089 EXXON MOBIL CORP COM 30231G102 481 11662 SH SOLE 0 0 11662 FACEBOOK INC CL A 30303M102 253 925 SH SOLE 0 0 925 FACEBOOK INC CL A 30303M102 144 527 SH DFND 1 0 0 527 FIDELITY NATL INFORMATION SV COM 31620M106 24 167 SH DFND 1 0 0 167 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 24 1127 SH SOLE 0 0 1127 FORD MTR CO DEL COM 345370860 49 5554 SH SOLE 0 0 5554 FORTUNE BRANDS HOME & SEC IN COM 34964C106 48 562 SH SOLE 0 0 562 FULTON FINL CORP PA COM 360271100 220 17325 SH SOLE 0 0 17325 GENERAL ELECTRIC CO COM 369604103 184 17053 SH SOLE 0 0 17053 GOLDMAN SACHS GROUP INC COM 38141G104 82 312 SH SOLE 0 0 312 GOLDMAN SACHS GROUP INC COM 38141G104 22 85 SH DFND 1 0 0 85 HERCULES CAPITAL INC COM 427096508 23 1578 SH SOLE 0 0 1578 HESS CORP COM 42809H107 27 506 SH SOLE 0 0 506 HOME DEPOT INC COM 437076102 1245 4687 SH SOLE 0 0 4687 HOME DEPOT INC COM 437076102 80 302 SH DFND 1 0 0 302 HONEYWELL INTL INC COM 438516106 47 220 SH DFND 1 0 0 220 HORMEL FOODS CORP COM 440452100 95 2039 SH SOLE 0 0 2039 INTEL CORP COM 458140100 118 2361 SH SOLE 0 0 2361 INTEL CORP COM 458140100 32 638 SH DFND 1 0 0 638 INTERNATIONAL BUSINESS MACHS COM 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ISHARES TR IBONDS DEC21 ETF 46434VBK5 46 1833 SH SOLE 0 0 1833 ISHARES TR IBONDS DEC22 ETF 46434VBA7 55 2170 SH SOLE 0 0 2170 ISHARES TR JPMORGAN USD EMG 464288281 60 519 SH SOLE 0 0 519 ISHARES TR MBS ETF 464288588 78 706 SH SOLE 0 0 706 ISHARES TR MSCI USA MIN VOL 46429B697 10009 147448 SH SOLE 0 0 147448 ISHARES TR MSCI USA QLT FCT 46432F339 16576 142636 SH SOLE 0 0 142636 ISHARES TR MSCI USA VALUE 46432F388 113 1296 SH SOLE 0 0 1296 ISHARES TR NATIONAL MUN ETF 464288414 33990 290015 SH SOLE 0 0 290015 ISHARES TR RUS 1000 ETF 464287622 201 950 SH SOLE 0 0 950 ISHARES TR RUS 2000 VAL ETF 464287630 77 581 SH SOLE 0 0 581 ISHARES TR RUSSELL 2000 ETF 464287655 15649 79817 SH SOLE 0 0 79817 ISHARES TR RUSSELL 3000 ETF 464287689 132 591 SH SOLE 0 0 591 ISHARES TR S&P MC 400GR ETF 464287606 29 400 SH SOLE 0 0 400 ISHARES TR SHRT NAT MUN ETF 464288158 10496 97086 SH SOLE 0 0 97086 ISHARES TR US TREAS BD ETF 46429B267 104 3815 SH SOLE 0 0 3815 JOHNSON & JOHNSON COM 478160104 216 1371 SH SOLE 0 0 1371 JOHNSON & JOHNSON COM 478160104 77 491 SH DFND 1 0 0 491 JPMORGAN CHASE & CO COM 46625H100 161 1267 SH SOLE 0 0 1267 JPMORGAN CHASE & CO COM 46625H100 99 781 SH DFND 1 0 0 781 KIMBERLY-CLARK CORP COM 494368103 25 187 SH SOLE 0 0 187 KKR & CO INC COM 48251W104 35 869 SH SOLE 0 0 869 LAKELAND BANCORP INC COM 511637100 111 8776 SH SOLE 0 0 8776 LILLY ELI & CO COM 532457108 33 196 SH DFND 1 0 0 196 LINDE PLC SHS G5494J103 26 98 SH DFND 1 0 0 98 LOCKHEED MARTIN CORP COM 539830109 1088 3064 SH SOLE 0 0 3064 LOWES COS INC COM 548661107 216 1347 SH SOLE 0 0 1347 LOWES COS INC COM 548661107 31 195 SH DFND 1 0 0 195 MASTERCARD INCORPORATED CL A 57636Q104 96 270 SH SOLE 0 0 270 MASTERCARD INCORPORATED CL A 57636Q104 74 208 SH DFND 1 0 0 208 MCDONALDS CORP COM 580135101 263 1225 SH SOLE 0 0 1225 MCDONALDS CORP COM 580135101 34 159 SH DFND 1 0 0 159 MEDTRONIC PLC SHS G5960L103 25 211 SH DFND 1 0 0 211 MERCK & CO. INC COM 58933Y105 42 514 SH DFND 1 0 0 514 MERIDIAN CORPORATION COM 58958P104 1240 59633 SH SOLE 0 0 59633 MICROSOFT CORP COM 594918104 544 2445 SH SOLE 0 0 2445 MICROSOFT CORP COM 594918104 353 1588 SH DFND 1 0 0 1588 MONSTER BEVERAGE CORP NEW COM 61174X109 20 213 SH DFND 1 0 0 213 MORGAN STANLEY COM NEW 617446448 24 357 SH DFND 1 0 0 357 NATIONAL GRID PLC SPONSORED ADR NE 636274409 22 373 SH SOLE 0 0 373 NETFLIX INC COM 64110L106 68 125 SH DFND 1 0 0 125 NEW JERSEY RES CORP COM 646025106 199 5592 SH SOLE 0 0 5592 NEXTERA ENERGY INC COM 65339F101 251 3257 SH SOLE 0 0 3257 NEXTERA ENERGY INC COM 65339F101 25 328 SH DFND 1 0 0 328 NIKE INC CL B 654106103 39 279 SH DFND 1 0 0 279 NIO INC SPON ADS 62914V106 22 460 SH SOLE 0 0 460 NORFOLK SOUTHN CORP COM 655844108 24 100 SH DFND 1 0 0 100 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 40 1585 SH SOLE 0 0 1585 NVIDIA CORPORATION COM 67066G104 65 124 SH SOLE 0 0 124 NVIDIA CORPORATION COM 67066G104 43 82 SH DFND 1 0 0 82 ORACLE CORP COM 68389X105 87 1350 SH SOLE 0 0 1350 ORACLE CORP COM 68389X105 26 400 SH DFND 1 0 0 400 OTIS WORLDWIDE CORP COM 68902V107 42 628 SH SOLE 0 0 628 PAYPAL HLDGS INC COM 70450Y103 58 249 SH DFND 1 0 0 249 PEPSICO INC COM 713448108 271 1825 SH SOLE 0 0 1825 PEPSICO INC COM 713448108 52 348 SH DFND 1 0 0 348 PFIZER INC COM 717081103 265 7204 SH SOLE 0 0 7204 PFIZER INC COM 717081103 35 941 SH DFND 1 0 0 941 PHILIP MORRIS INTL INC COM 718172109 35 418 SH SOLE 0 0 418 PHILIP MORRIS INTL INC COM 718172109 21 249 SH DFND 1 0 0 249 PNC FINL SVCS GROUP INC COM 693475105 27 182 SH SOLE 0 0 182 PPG INDS INC COM 693506107 29 200 SH SOLE 0 0 200 PROCTER AND GAMBLE CO COM 742718109 374 2688 SH SOLE 0 0 2688 PROCTER AND GAMBLE CO COM 742718109 79 565 SH DFND 1 0 0 565 PROLOGIS INC. COM 74340W103 26 259 SH SOLE 0 0 259 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 234 4021 SH SOLE 0 0 4021 QUALCOMM INC COM 747525103 54 356 SH DFND 1 0 0 356 QUEST DIAGNOSTICS INC COM 74834L100 61 510 SH SOLE 0 0 510 RAYTHEON TECHNOLOGIES CORP COM 75513E101 120 1678 SH SOLE 0 0 1678 RAYTHEON TECHNOLOGIES CORP COM 75513E101 29 404 SH DFND 1 0 0 404 ROKU INC COM CL A 77543R102 20 59 SH SOLE 0 0 59 ROSS STORES INC COM 778296103 22 177 SH DFND 1 0 0 177 S&P GLOBAL INC COM 78409V104 526 1600 SH SOLE 0 0 1600 SALESFORCE COM INC COM 79466L302 24 106 SH SOLE 0 0 106 SALESFORCE COM INC COM 79466L302 57 254 SH DFND 1 0 0 254 SANOFI SPONSORED ADR 80105N105 26 530 SH SOLE 0 0 530 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 12279 238929 SH SOLE 0 0 238929 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 717 12788 SH SOLE 0 0 12788 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11052 121467 SH SOLE 0 0 121467 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 852 13287 SH SOLE 0 0 13287 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 53 414 SH SOLE 0 0 414 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 31 520 SH SOLE 0 0 520 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23705 260634 SH SOLE 0 0 260634 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8673 127201 SH SOLE 0 0 127201 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 209 2351 SH SOLE 0 0 2351 SEAGEN INC COM 81181C104 149 850 SH SOLE 0 0 850 SELECT SECTOR SPDR TR ENERGY 81369Y506 80 2110 SH SOLE 0 0 2110 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 153 1351 SH SOLE 0 0 1351 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 117 903 SH SOLE 0 0 903 SERVICE CORP INTL COM 817565104 122 2491 SH SOLE 0 0 2491 SERVICENOW INC COM 81762P102 49 89 SH DFND 1 0 0 89 SHOPIFY INC CL A 82509L107 106 94 SH SOLE 0 0 94 SIMON PPTY GROUP INC NEW COM 828806109 30 350 SH SOLE 0 0 350 SMITH A O CORP COM 831865209 48 876 SH SOLE 0 0 876 SOUTHERN CO COM 842587107 20 333 SH SOLE 0 0 333 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 41 133 SH SOLE 0 0 133 SPDR GOLD TR GOLD SHS 78463V107 258 1446 SH SOLE 0 0 1446 SPDR S&P 500 ETF TR TR UNIT 78462F103 346 925 SH SOLE 0 0 925 SPDR SER TR NUVEEN BBG BRCLY 78464A284 50 841 SH SOLE 0 0 841 SPROTT PHYSICAL GOLD TR UNIT 85207H104 68 4500 SH SOLE 0 0 4500 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 23 2500 SH SOLE 0 0 2500 SQUARE INC CL A 852234103 57 263 SH SOLE 0 0 263 STARBUCKS CORP COM 855244109 264 2470 SH SOLE 0 0 2470 STARBUCKS CORP COM 855244109 46 434 SH DFND 1 0 0 434 SUN LIFE FINANCIAL INC. COM 866796105 26 576 SH SOLE 0 0 576 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 32 291 SH DFND 1 0 0 291 TANGER FACTORY OUTLET CTRS I COM 875465106 21 2109 SH SOLE 0 0 2109 TARGET CORP COM 87612E106 30 169 SH SOLE 0 0 169 TELADOC HEALTH INC COM 87918A105 56 280 SH SOLE 0 0 280 TESLA INC COM 88160R101 444 629 SH SOLE 0 0 629 TESLA INC COM 88160R101 92 130 SH DFND 1 0 0 130 TEXAS INSTRS INC COM 882508104 1012 6168 SH SOLE 0 0 6168 TEXAS INSTRS INC COM 882508104 60 363 SH DFND 1 0 0 363 THERMO FISHER SCIENTIFIC INC COM 883556102 75 162 SH SOLE 0 0 162 THERMO FISHER SCIENTIFIC INC COM 883556102 58 124 SH DFND 1 0 0 124 TJX COS INC NEW COM 872540109 21 301 SH DFND 1 0 0 301 TRAVELERS COMPANIES INC COM 89417E109 42 300 SH SOLE 0 0 300 TRUIST FINL CORP COM 89832Q109 41 856 SH SOLE 0 0 856 TRUIST FINL CORP COM 89832Q109 23 482 SH DFND 1 0 0 482 UNION PAC CORP COM 907818108 35 169 SH DFND 1 0 0 169 UNITED PARCEL SERVICE INC CL B 911312106 34 202 SH SOLE 0 0 202 UNITEDHEALTH GROUP INC COM 91324P102 63 180 SH DFND 1 0 0 180 UNIVERSAL HEALTH RLTY INCM T SH BEN INT 91359E105 30 462 SH SOLE 0 0 462 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 22 360 SH SOLE 0 0 360 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 63 1902 SH SOLE 0 0 1902 VANGUARD BD INDEX FDS INTERMED TERM 921937819 241 2596 SH SOLE 0 0 2596 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 272 3286 SH SOLE 0 0 3286 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 339 3847 SH SOLE 0 0 3847 VANGUARD INDEX FDS GROWTH ETF 922908736 80 317 SH SOLE 0 0 317 VANGUARD INDEX FDS MID CAP ETF 922908629 321 1552 SH SOLE 0 0 1552 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 30 355 SH SOLE 0 0 355 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 772 2246 SH SOLE 0 0 2246 VANGUARD INDEX FDS SMALL CP ETF 922908751 949 4872 SH SOLE 0 0 4872 VANGUARD INDEX FDS SML CP GRW ETF 922908595 37 140 SH SOLE 0 0 140 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3446 17705 SH SOLE 0 0 17705 VANGUARD INDEX FDS VALUE ETF 922908744 77 645 SH SOLE 0 0 645 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2066 35394 SH SOLE 0 0 35394 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 139 2780 SH SOLE 0 0 2780 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 54 1065 SH SOLE 0 0 1065 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1103 19985 SH SOLE 0 0 19985 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 188 1335 SH SOLE 0 0 1335 VANGUARD STAR FDS VG TL INTL STK F 921909768 273 4541 SH SOLE 0 0 4541 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 487 10325 SH SOLE 0 0 10325 VANGUARD WORLD FD MEGA GRWTH IND 921910816 132 650 SH SOLE 0 0 650 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 120 535 SH SOLE 0 0 535 VANGUARD WORLD FDS INF TECH ETF 92204A702 138 390 SH SOLE 0 0 390 VENTAS INC COM 92276F100 28 580 SH SOLE 0 0 580 VERIZON COMMUNICATIONS INC COM 92343V104 118 2003 SH SOLE 0 0 2003 VERIZON COMMUNICATIONS INC COM 92343V104 47 793 SH DFND 1 0 0 793 VERTEX INC CL A 92538J106 160 4603 SH SOLE 0 0 4603 VISA INC COM CL A 92826C839 26 120 SH SOLE 0 0 120 VISA INC COM CL A 92826C839 131 598 SH DFND 1 0 0 598 WALMART INC COM 931142103 106 733 SH SOLE 0 0 733 WALMART INC COM 931142103 42 294 SH DFND 1 0 0 294 WASTE MGMT INC DEL COM 94106L109 57 481 SH SOLE 0 0 481 WEC ENERGY GROUP INC COM 92939U106 28 307 SH SOLE 0 0 307 WELLS FARGO CO NEW COM 949746101 1229 40713 SH SOLE 0 0 40713 WP CAREY INC COM 92936U109 41 580 SH SOLE 0 0 580 XCEL ENERGY INC COM 98389B100 33 499 SH SOLE 0 0 499