Meridian Financial

Latest statistics and disclosures from Meridian Financial's latest quarterly 13F-HR filing:

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Positions held by Meridian Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Meridian Financial

Meridian Financial holds 126 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.8 $10M 121k 84.53
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.4 $9.5M 188k 50.74
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Ishares Tr Core S&p500 Etf (IVV) 6.0 $8.9M -2% 16k 576.83
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Ishares Tr Core S&p Scp Etf (IJR) 5.3 $8.0M 68k 116.96
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Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $7.4M 119k 62.32
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Ishares Tr Core Div Grwth (DGRO) 4.7 $7.1M +4% 113k 62.69
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Vanguard Index Fds Mid Cap Etf (VO) 3.2 $4.7M 18k 263.83
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.5 $3.8M +4% 56k 67.51
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Microsoft Corporation (MSFT) 2.3 $3.4M 7.9k 430.31
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Spdr Ser Tr S&p Divid Etf (SDY) 2.2 $3.4M +4% 24k 142.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $3.4M +2% 19k 179.16
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Vanguard Index Fds Small Cp Etf (VB) 2.2 $3.3M 14k 237.22
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.9 $2.9M +2% 35k 83.21
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.9 $2.8M +2% 61k 45.51
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.8 $2.6M +3% 13k 200.85
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $2.2M 9.1k 243.46
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.1M 11k 198.07
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Apple (AAPL) 1.4 $2.1M -4% 8.9k 233.01
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $2.1M 3.6k 569.62
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 1.4 $2.0M +2% 87k 23.48
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Merck & Co (MRK) 1.3 $1.9M 17k 113.56
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.2 $1.7M +7% 26k 67.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.7M 3.0k 573.76
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $1.7M +3% 20k 82.94
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Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $1.6M -2% 29k 54.68
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.6M 5.8k 267.35
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.4M +22% 18k 79.42
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $1.2M 14k 86.82
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Wisdomtree Tr Us Midcap Divid (DON) 0.8 $1.1M -2% 22k 51.13
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.1M +7% 5.7k 200.80
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Spdr Ser Tr Portfolio Short (SPSB) 0.7 $1.1M +5% 37k 30.28
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Amazon (AMZN) 0.7 $1.1M 5.9k 186.33
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.7 $1.0M +5% 14k 72.37
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $964k +11% 12k 83.75
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $951k -2% 13k 71.73
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $881k +2% 7.1k 123.61
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $809k 7.6k 106.76
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.5 $808k 19k 42.77
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Cisco Systems (CSCO) 0.5 $799k -2% 15k 53.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $795k 2.1k 375.38
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $786k -3% 7.7k 102.57
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JPMorgan Chase & Co. (JPM) 0.5 $777k 3.7k 210.88
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $739k +5% 9.1k 80.78
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $729k -3% 4.3k 167.68
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $690k +2% 4.5k 154.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $668k +4% 1.3k 527.62
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $658k 5.5k 120.37
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $609k -2% 7.3k 82.89
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $594k 3.6k 165.85
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Lockheed Martin Corporation (LMT) 0.4 $585k 1.0k 584.82
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First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $582k 12k 48.36
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Vanguard Index Fds Growth Etf (VUG) 0.4 $579k 1.5k 383.93
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Waste Management (WM) 0.4 $575k 2.8k 207.61
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $567k +10% 4.1k 139.49
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Alphabet Cap Stk Cl C (GOOG) 0.4 $545k 3.3k 167.19
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Select Sector Spdr Tr Technology (XLK) 0.4 $533k 2.4k 225.77
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $527k +72% 9.8k 53.72
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Johnson & Johnson (JNJ) 0.3 $514k 3.2k 162.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $505k +6% 3.9k 128.20
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $499k +13% 6.8k 73.42
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $492k 16k 31.76
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $486k +8% 5.3k 91.93
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McDonald's Corporation (MCD) 0.3 $458k 1.5k 304.60
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.3 $454k -2% 7.9k 57.11
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $450k 5.7k 79.46
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NVIDIA Corporation (NVDA) 0.3 $443k -4% 3.6k 121.44
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CVS Caremark Corporation (CVS) 0.3 $423k +3% 6.7k 62.88
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Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $422k +47% 3.2k 131.91
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Southern Company (SO) 0.3 $417k 4.6k 90.18
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Procter & Gamble Company (PG) 0.3 $404k -2% 2.3k 173.18
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International Business Machines (IBM) 0.3 $403k 1.8k 221.08
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $385k 4.6k 83.63
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Raytheon Technologies Corp (RTX) 0.3 $384k 3.2k 121.16
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Select Sector Spdr Tr Indl (XLI) 0.3 $379k 2.8k 135.44
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $379k 3.2k 120.33
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Ishares Tr Core Divid Etf (DIVB) 0.2 $374k 7.7k 48.45
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Ball Corporation (BALL) 0.2 $373k 5.5k 67.91
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $363k 788.00 460.26
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Chevron Corporation (CVX) 0.2 $362k 2.5k 147.30
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Stryker Corporation (SYK) 0.2 $358k 991.00 361.33
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $358k 1.4k 263.29
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $352k +5% 3.8k 93.12
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Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $350k 3.6k 96.38
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $349k +4% 11k 33.16
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $347k +2% 3.9k 88.27
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $343k 5.1k 67.71
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UnitedHealth (UNH) 0.2 $341k 583.00 584.68
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Verizon Communications (VZ) 0.2 $341k -12% 7.6k 44.91
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Eli Lilly & Co. (LLY) 0.2 $335k 378.00 885.94
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Etf Ser Solutions Distillate Us (DSTL) 0.2 $335k 5.9k 56.73
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Spdr Ser Tr S&p Kensho New (KOMP) 0.2 $326k -5% 6.6k 49.33
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Vanguard Index Fds Value Etf (VTV) 0.2 $324k 1.9k 174.60
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Oracle Corporation (ORCL) 0.2 $323k 1.9k 170.39
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $320k 7.1k 44.71
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Spdr Ser Tr Spdr Portfolio S (SPDG) 0.2 $319k +20% 8.4k 37.91
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Select Sector Spdr Tr Financial (XLF) 0.2 $316k +6% 7.0k 45.32
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Avery Dennison Corporation (AVY) 0.2 $294k 1.3k 220.80
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $285k +19% 5.6k 51.27
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $284k +4% 1.0k 280.47
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Broadcom (AVGO) 0.2 $283k +781% 1.6k 172.50
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $282k 4.6k 61.04
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United Therapeutics Corporation (UTHR) 0.2 $280k 780.00 358.35
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Nextera Energy (NEE) 0.2 $279k 3.3k 84.53
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $275k 12k 22.72
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Comcast Corp Cl A (CMCSA) 0.2 $270k 6.5k 41.77
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Dominion Resources (D) 0.2 $270k +2% 4.7k 57.79
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Us Bancorp Del Com New (USB) 0.2 $266k 5.8k 45.73
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Pepsi (PEP) 0.2 $264k 1.6k 170.00
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Illinois Tool Works (ITW) 0.2 $258k 985.00 262.04
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Duke Energy Corp Com New (DUK) 0.2 $254k 2.2k 115.31
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Alnylam Pharmaceuticals (ALNY) 0.2 $248k 900.00 275.03
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Adobe Systems Incorporated (ADBE) 0.2 $246k 475.00 517.78
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $243k 575.00 423.12
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Bank of America Corporation (BAC) 0.2 $242k 6.1k 39.68
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $239k 4.7k 50.95
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $238k NEW 7.1k 33.71
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Spdr Ser Tr Hlth Cr Equip (XHE) 0.2 $233k 2.6k 90.51
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Cytokinetics Com New (CYTK) 0.2 $228k 4.3k 52.80
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $227k NEW 5.0k 45.71
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Abbvie (ABBV) 0.2 $227k NEW 1.1k 197.55
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Coca-Cola Company (KO) 0.1 $224k NEW 3.1k 71.86
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American Electric Power Company (AEP) 0.1 $222k NEW 2.2k 102.58
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Vanguard World Health Car Etf (VHT) 0.1 $218k 774.00 282.20
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $216k -3% 5.2k 41.49
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $211k NEW 5.1k 41.12
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Kenvue (KVUE) 0.1 $204k NEW 8.8k 23.13
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Past Filings by Meridian Financial

SEC 13F filings are viewable for Meridian Financial going back to 2024