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, IWY, and represent 40.72% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IWY, DGRO, RITM, FPE, VSGX, ESGU, VUG, BIV, ESGV, IWN.
- Started 8 new stock positions in ESGV, VSGX, VUG, ESGU, RITM, PFXF, FPE, IWN.
- Reduced shares in these 10 stocks: JPST, TLT, VOO, , JEPQ, NKE, BSCR, BSCS, , VABK.
- Sold out of its positions in T, FSD, BSCS, BSCR, IWD, NKE, SPTS, ACN.
- Meridian Financial Partners was a net seller of stock by $-8.9M.
- Meridian Financial Partners has $189M in assets under management (AUM), dropping by -4.23%.
- 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 December 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) | 15.7 | $30M | -7% | 55k | 538.82 |
|
| Ishares Tr Core Div Grwth (DGRO) | 11.3 | $21M | +8% | 350k | 61.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.0 | $9.4M | -33% | 186k | 50.37 |
|
| Apple (AAPL) | 4.5 | $8.5M | 34k | 250.42 |
|
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.3 | $8.1M | +28% | 34k | 235.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $6.9M | 12k | 588.66 |
|
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| Virginia Natl Bankshares (VABK) | 3.0 | $5.8M | -4% | 151k | 38.20 |
|
| Microsoft Corporation (MSFT) | 3.0 | $5.7M | 14k | 421.51 |
|
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| Amazon (AMZN) | 2.2 | $4.1M | 19k | 219.41 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.7 | $3.2M | 40k | 80.94 |
|
|
| Exxon Mobil Corporation (XOM) | 1.7 | $3.2M | 30k | 107.57 |
|
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| NVIDIA Corporation (NVDA) | 1.7 | $3.2M | 24k | 134.28 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $3.1M | +10% | 41k | 74.72 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.6 | $3.0M | 38k | 77.78 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.9M | 15k | 189.28 |
|
|
| Visa Com Cl A (V) | 1.4 | $2.7M | 8.4k | 316.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.4M | 10k | 239.74 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $2.2M | 6.5k | 334.31 |
|
|
| Procter & Gamble Company (PG) | 1.1 | $2.1M | +3% | 13k | 167.67 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.1M | 24k | 88.41 |
|
|
| Chevron Corporation (CVX) | 1.0 | $1.9M | 13k | 144.83 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.9M | 5.6k | 342.09 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.8M | 9.4k | 190.45 |
|
|
| Nextera Energy (NEE) | 0.9 | $1.7M | 24k | 71.68 |
|
|
| Broadcom (AVGO) | 0.9 | $1.7M | +2% | 7.3k | 231.87 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $1.6M | -62% | 19k | 87.35 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.5M | 11k | 144.64 |
|
|
| Generac Holdings (GNRC) | 0.8 | $1.5M | 9.6k | 155.06 |
|
|
| salesforce (CRM) | 0.8 | $1.5M | 4.4k | 334.39 |
|
|
| Duke Energy Corp Com New (DUK) | 0.8 | $1.5M | 14k | 107.77 |
|
|
| UnitedHealth (UNH) | 0.8 | $1.5M | 2.9k | 505.71 |
|
|
| Advanced Micro Devices (AMD) | 0.7 | $1.4M | -2% | 11k | 120.76 |
|
| Host Hotels & Resorts (HST) | 0.7 | $1.4M | 78k | 17.53 |
|
|
| Tesla Motors (TSLA) | 0.7 | $1.3M | 3.3k | 403.89 |
|
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| Merck & Co (MRK) | 0.7 | $1.3M | 13k | 99.50 |
|
|
| Metropcs Communications (TMUS) | 0.7 | $1.3M | 5.8k | 220.76 |
|
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| Verizon Communications (VZ) | 0.7 | $1.2M | -6% | 31k | 40.00 |
|
| Labcorp Holdings Com Shs (LH) | 0.7 | $1.2M | 5.4k | 229.31 |
|
|
| Servicenow (NOW) | 0.6 | $1.2M | 1.1k | 1060.10 |
|
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| L3harris Technologies (LHX) | 0.6 | $1.2M | 5.7k | 210.34 |
|
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| Us Bancorp Del Com New (USB) | 0.6 | $1.2M | -3% | 25k | 47.83 |
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| John Marshall Ban (JMSB) | 0.6 | $1.2M | -7% | 58k | 20.08 |
|
| Coca-Cola Company (KO) | 0.6 | $1.2M | +3% | 19k | 62.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $1.1M | -5% | 30k | 37.53 |
|
| Union Pacific Corporation (UNP) | 0.6 | $1.1M | 4.7k | 228.15 |
|
|
| Roper Industries (ROP) | 0.6 | $1.1M | 2.1k | 519.98 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $1.0M | 5.8k | 178.00 |
|
|
| Capital One Financial (COF) | 0.5 | $989k | 5.5k | 178.29 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.5 | $898k | NEW | 83k | 10.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $891k | -3% | 1.7k | 511.19 |
|
| Quanta Services (PWR) | 0.4 | $802k | -4% | 2.5k | 316.25 |
|
| Dominion Resources (D) | 0.4 | $752k | 14k | 53.83 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $742k | NEW | 42k | 17.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $740k | -7% | 2.6k | 289.86 |
|
| Pfizer (PFE) | 0.4 | $737k | -14% | 28k | 26.53 |
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| ON Semiconductor (ON) | 0.4 | $663k | -6% | 11k | 63.03 |
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| Home Depot (HD) | 0.3 | $633k | 1.6k | 389.06 |
|
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| Kenvue (KVUE) | 0.3 | $624k | -15% | 29k | 21.36 |
|
| Ford Motor Company (F) | 0.3 | $602k | -28% | 61k | 9.90 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $548k | -61% | 9.7k | 56.34 |
|
| Albemarle Corporation (ALB) | 0.3 | $515k | -29% | 6.0k | 86.06 |
|
| Vanguard World Utilities Etf (VPU) | 0.3 | $505k | +14% | 3.1k | 163.32 |
|
| Wal-Mart Stores (WMT) | 0.2 | $471k | 5.2k | 90.33 |
|
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| Oneok (OKE) | 0.2 | $454k | 4.5k | 100.49 |
|
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| Aspen Technology (AZPN) | 0.2 | $440k | 1.8k | 249.43 |
|
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $436k | NEW | 7.7k | 56.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $431k | +2% | 1.8k | 240.51 |
|
| International Business Machines (IBM) | 0.2 | $411k | -2% | 1.9k | 219.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $407k | 6.5k | 62.28 |
|
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.2 | $391k | -2% | 7.9k | 49.46 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $388k | NEW | 3.0k | 128.69 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $379k | 414.00 | 915.46 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $366k | NEW | 892.00 | 410.31 |
|
| Caterpillar (CAT) | 0.2 | $361k | 994.00 | 363.18 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $360k | -23% | 22k | 16.37 |
|
| Caci Intl Cl A (CACI) | 0.2 | $355k | 878.00 | 404.33 |
|
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $348k | -25% | 19k | 18.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $337k | 4.5k | 75.65 |
|
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $317k | -13% | 13k | 25.22 |
|
| Abbvie (ABBV) | 0.2 | $306k | 1.7k | 177.60 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $305k | 673.00 | 453.19 |
|
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| Cisco Systems (CSCO) | 0.2 | $297k | 5.0k | 59.16 |
|
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $293k | 6.0k | 48.91 |
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| Truist Financial Corp equities (TFC) | 0.2 | $292k | +2% | 6.7k | 43.45 |
|
| Eaton Corp SHS (ETN) | 0.2 | $285k | 859.00 | 331.78 |
|
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $267k | NEW | 2.5k | 104.87 |
|
| Lowe's Companies (LOW) | 0.1 | $252k | 1.0k | 246.33 |
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| Leidos Holdings (LDOS) | 0.1 | $239k | 1.7k | 144.15 |
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| Cbre Group Cl A (CBRE) | 0.1 | $236k | 1.8k | 131.11 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $233k | 480.00 | 485.42 |
|
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| Pepsi (PEP) | 0.1 | $227k | -2% | 1.5k | 151.74 |
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| Oracle Corporation (ORCL) | 0.1 | $226k | 1.4k | 167.04 |
|
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| Trane Technologies SHS (TT) | 0.1 | $225k | 609.00 | 369.46 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $216k | 6.1k | 35.27 |
|
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| Philip Morris International (PM) | 0.1 | $214k | 1.8k | 120.09 |
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| Danaher Corporation (DHR) | 0.1 | $208k | -5% | 904.00 | 230.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $205k | NEW | 1.2k | 164.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $204k | 3.4k | 59.77 |
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| Waste Management (WM) | 0.1 | $202k | 1.0k | 202.00 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $196k | NEW | 11k | 17.24 |
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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 Q4 filed Jan. 14, 2025
- 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