Meridian Financial Partners
Latest statistics and disclosures from Meridian Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, DGRO, JPST, AAPL, IVV, and represent 40.83% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$7.9M), AMZN, AMD, VABK, AVGO, FSD, MRK, QQQ, ALB, PWR.
- Started 22 new stock positions in T, BSCT, BSCS, AMZN, CBRE, AMD, IWD, EFA, QQQ, AAPL. ORCL, PM, ACN, PWR, BRK.B, CACI, LDOS, BSCU, BSCR, ALB, AVGO, FSD.
- Reduced shares in these 10 stocks: MBLY, CVS, JEPQ, SPTS, , SIRI, TLT, DGRW, NOW, HD.
- Sold out of its positions in CVS, COP, MBLY, SIRI.
- Meridian Financial Partners was a net buyer of stock by $24M.
- Meridian Financial Partners has $198M in assets under management (AUM), dropping by 17.50%.
- Central Index Key (CIK): 0001763722
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Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 100 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.9 | $32M | 60k | 527.67 |
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| Ishares Tr Core Div Grwth (DGRO) | 10.2 | $20M | +3% | 323k | 62.69 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 7.2 | $14M | +2% | 282k | 50.74 |
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| Apple (AAPL) | 4.0 | $7.9M | NEW | 34k | 233.01 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $6.8M | +11% | 12k | 576.86 |
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| Virginia Natl Bankshares (VABK) | 3.3 | $6.6M | +32% | 157k | 41.65 |
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| Microsoft Corporation (MSFT) | 3.0 | $5.9M | +2% | 14k | 430.28 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.0 | $5.9M | +3% | 27k | 220.05 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.5 | $4.9M | 50k | 98.09 |
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| Amazon (AMZN) | 1.8 | $3.5M | NEW | 19k | 186.31 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $3.5M | 30k | 117.21 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.7 | $3.3M | 40k | 83.21 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.5 | $3.0M | 38k | 78.56 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $2.9M | +4% | 37k | 78.38 |
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| NVIDIA Corporation (NVDA) | 1.4 | $2.9M | +7% | 24k | 121.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.5M | 15k | 165.82 |
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| Visa Com Cl A (V) | 1.2 | $2.3M | +2% | 8.3k | 274.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $2.2M | 6.6k | 326.68 |
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| Procter & Gamble Company (PG) | 1.1 | $2.1M | 12k | 173.21 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.1M | 9.9k | 210.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $2.1M | 23k | 88.12 |
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| Nextera Energy (NEE) | 1.0 | $2.0M | 23k | 84.53 |
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| Chevron Corporation (CVX) | 1.0 | $2.0M | 13k | 147.28 |
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| Advanced Micro Devices (AMD) | 1.0 | $1.9M | NEW | 12k | 164.10 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.7M | 11k | 162.03 |
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| UnitedHealth (UNH) | 0.9 | $1.7M | 2.9k | 584.77 |
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| Duke Energy Corp Com New (DUK) | 0.8 | $1.6M | 14k | 115.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.6M | 9.4k | 167.15 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.6M | 5.6k | 280.47 |
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| Merck & Co (MRK) | 0.8 | $1.5M | +141% | 14k | 113.56 |
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| Generac Holdings (GNRC) | 0.8 | $1.5M | 9.6k | 158.87 |
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| Verizon Communications (VZ) | 0.8 | $1.5M | 33k | 44.91 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.4M | -34% | 26k | 54.94 |
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| L3harris Technologies (LHX) | 0.7 | $1.4M | 5.8k | 237.86 |
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| Host Hotels & Resorts (HST) | 0.7 | $1.4M | 77k | 17.61 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $1.3M | 32k | 41.77 |
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| Coca-Cola Company (KO) | 0.7 | $1.3M | 18k | 71.84 |
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| John Marshall Ban (JMSB) | 0.6 | $1.2M | -3% | 62k | 19.79 |
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| Broadcom (AVGO) | 0.6 | $1.2M | NEW | 7.1k | 172.53 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.2M | 5.4k | 223.39 |
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| salesforce (CRM) | 0.6 | $1.2M | 4.4k | 273.72 |
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| Us Bancorp Del Com New (USB) | 0.6 | $1.2M | 26k | 45.72 |
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| Metropcs Communications (TMUS) | 0.6 | $1.2M | 5.7k | 206.40 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.1M | 4.6k | 246.47 |
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| Roper Industries (ROP) | 0.6 | $1.1M | 2.0k | 556.59 |
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| Servicenow (NOW) | 0.5 | $1.0M | -5% | 1.2k | 894.11 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $1.0M | 5.8k | 179.37 |
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| First Tr High Income L/s (FSD) | 0.5 | $950k | NEW | 53k | 18.09 |
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| Pfizer (PFE) | 0.5 | $943k | 33k | 28.95 |
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| Ford Motor Company (F) | 0.5 | $903k | 86k | 10.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $882k | NEW | 1.8k | 487.83 |
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| Tesla Motors (TSLA) | 0.4 | $862k | 3.3k | 261.77 |
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| ON Semiconductor (ON) | 0.4 | $821k | 11k | 72.62 |
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| Capital One Financial (COF) | 0.4 | $817k | 5.5k | 149.66 |
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| Kenvue (KVUE) | 0.4 | $800k | 35k | 23.12 |
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| Albemarle Corporation (ALB) | 0.4 | $799k | NEW | 8.4k | 94.75 |
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| Dominion Resources (D) | 0.4 | $795k | 14k | 57.81 |
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| Quanta Services (PWR) | 0.4 | $793k | NEW | 2.7k | 298.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $780k | 2.8k | 283.02 |
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| Nike CL B (NKE) | 0.4 | $742k | 8.4k | 88.38 |
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| Home Depot (HD) | 0.3 | $660k | -7% | 1.6k | 405.16 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $651k | NEW | 33k | 19.73 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $484k | NEW | 29k | 16.95 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $479k | NEW | 26k | 18.79 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $476k | NEW | 23k | 20.54 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $468k | 2.7k | 173.91 |
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| Caci Intl Cl A (CACI) | 0.2 | $443k | NEW | 878.00 | 504.56 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.2 | $435k | 8.1k | 53.92 |
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| International Business Machines (IBM) | 0.2 | $426k | +4% | 1.9k | 221.18 |
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| Wal-Mart Stores (WMT) | 0.2 | $421k | +6% | 5.2k | 80.74 |
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| Aspen Technology (AZPN) | 0.2 | $421k | 1.8k | 238.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $414k | +12% | 1.7k | 236.98 |
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| Oneok (OKE) | 0.2 | $411k | 4.5k | 91.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $407k | 6.5k | 62.28 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $405k | +2% | 15k | 27.88 |
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| Caterpillar (CAT) | 0.2 | $389k | 994.00 | 391.35 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $373k | NEW | 4.5k | 83.73 |
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| Costco Wholesale Corporation (COST) | 0.2 | $367k | +3% | 414.00 | 886.47 |
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| Abbvie (ABBV) | 0.2 | $340k | -2% | 1.7k | 197.33 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $327k | 6.1k | 53.63 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $308k | -70% | 11k | 29.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $305k | NEW | 663.00 | 460.03 |
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| Eaton Corp SHS (ETN) | 0.1 | $285k | +7% | 859.00 | 331.78 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $281k | +6% | 480.00 | 585.42 |
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| Truist Financial Corp equities (TFC) | 0.1 | $279k | 6.5k | 42.71 |
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| Lowe's Companies (LOW) | 0.1 | $277k | 1.0k | 270.77 |
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| Leidos Holdings (LDOS) | 0.1 | $270k | NEW | 1.7k | 162.85 |
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| Cisco Systems (CSCO) | 0.1 | $267k | +3% | 5.0k | 53.19 |
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| Danaher Corporation (DHR) | 0.1 | $266k | +4% | 957.00 | 277.95 |
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| Pepsi (PEP) | 0.1 | $260k | 1.5k | 170.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $251k | 3.4k | 73.54 |
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| Trane Technologies SHS (TT) | 0.1 | $237k | 609.00 | 389.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $233k | 6.1k | 38.04 |
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| Oracle Corporation (ORCL) | 0.1 | $231k | NEW | 1.4k | 170.73 |
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| Cbre Group Cl A (CBRE) | 0.1 | $224k | NEW | 1.8k | 124.44 |
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| Philip Morris International (PM) | 0.1 | $216k | NEW | 1.8k | 121.21 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $212k | NEW | 599.00 | 353.92 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $211k | NEW | 1.1k | 189.92 |
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| Waste Management (WM) | 0.1 | $208k | 1.0k | 208.00 |
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| At&t (T) | 0.1 | $204k | NEW | 9.3k | 22.05 |
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Past Filings by Meridian Financial Partners
SEC 13F filings are viewable for Meridian Financial Partners going back to 2018
- Meridian Financial Partners 2024 Q3 filed Oct. 17, 2024
- Meridian Financial Partners 2024 Q2 filed July 19, 2024
- Meridian Financial Partners 2024 Q1 filed April 17, 2024
- Meridian Financial Partners 2023 Q4 filed Jan. 19, 2024
- Meridian Financial Partners 2023 Q3 filed Oct. 20, 2023
- Meridian Financial Partners 2023 Q2 filed July 24, 2023
- Meridian Financial Partners 2023 Q1 filed April 19, 2023
- Meridian Financial Partners 2022 Q4 filed Jan. 20, 2023
- Meridian Financial Partners 2022 Q3 filed Oct. 24, 2022
- Meridian Financial Partners 2022 Q2 filed July 29, 2022
- Meridian Financial Partners 2022 Q1 filed May 2, 2022
- Meridian Financial Partners 2021 Q4 filed Jan. 27, 2022
- Meridian Financial Partners 2021 Q3 filed Oct. 25, 2021
- Meridian Financial Partners 2021 Q2 filed July 21, 2021
- Meridian Financial Partners 2021 Q1 filed April 21, 2021
- Meridian Financial Partners 2020 Q4 filed Jan. 21, 2021