Meredith Wealth Planning

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$191M
Signature - Title
Mark Meredith - CCO
Location
6300 E Main St, Maryville, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 44 $191M +$14.1M -$1.19M +$12.9M AVUV, DUHP, AVGV, AVDV, MTUM 13F-HR 7/24/2024, 01:46 PM
Q1 2024 41 $179M +$8.92M -$2.05M +$6.87M AVUV, DUHP, AVDV, AVGV, MTUM 13F-HR 4/23/2024, 10:41 AM
Q4 2023 43 $161M +$30.7M -$19.2M +$11.6M AVUV, AVDV, DUHP, AVGV, MTUM 13F-HR 1/25/2024, 10:43 AM
Q3 2023 42 $135M +$14.3M -$819K +$13.5M AVUV, MTUM, AVDV, AVES, IMTM 13F-HR 10/16/2023, 09:35 AM
Q2 2023 39 $123M +$6.79M -$11.9M -$5.1M AVUV, MTUM, AVDV, AVES, IMTM 13F-HR 7/14/2023, 02:30 PM
Q1 2023 61 $124M +$12.4M -$6.46M +$5.98M AVUV, MTUM, AVDV, IMTM, AVES 13F-HR 4/24/2023, 09:30 AM
Q4 2022 60 $116M $0 $0 AVUV, MTUM, AVDV, IMTM, AVES 13F-HR 2/1/2023, 03:11 PM