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Meridian Financial

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

Top 5 stock holdings are SCHD, JPST, IVV, IJR, IJH, and represent 29.43% of Meridian Financial's stock portfolio.
Added to shares of these 10 stocks: DGRO, VCSH, AVGO, SPIB, RWJ, ABBV, KO, IGIB, AEP, SCHF.
Started 7 new stock positions in AEP, KO, SPIB, SCHF, RWJ, ABBV, KVUE.
Reduced shares in these 10 stocks: IVV, INTC, JPST, AAPL, VZ, DON, SPMD, MRK, VBK, MSFT.
Sold out of its position in INTC.
Meridian Financial was a net buyer of stock by $3.5M.
Meridian Financial has $150M in assets under management (AUM), dropping by 8.48%.
Central Index Key (CIK): 0002032629

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

Past Filings by Meridian Financial

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

Meridian Financial 2024 Q3 filed Oct. 15, 2024
Meridian Financial 2021 Q4 filed Aug. 13, 2024
Meridian Financial 2022 Q1 filed Aug. 13, 2024
Meridian Financial 2022 Q2 filed Aug. 13, 2024
Meridian Financial 2022 Q3 filed Aug. 13, 2024
Meridian Financial 2022 Q4 filed Aug. 13, 2024
Meridian Financial 2023 Q1 filed Aug. 13, 2024
Meridian Financial 2023 Q2 filed Aug. 13, 2024
Meridian Financial 2023 Q3 filed Aug. 13, 2024
Meridian Financial 2023 Q4 filed Aug. 13, 2024
Meridian Financial 2024 Q1 filed Aug. 13, 2024
Meridian Financial 2024 Q2 filed Aug. 13, 2024

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