Meridian Financial Partners

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

Companies in the Meridian Financial Partners portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Doubleline Total Etf etf 18.97 385639 +4% 49.11
Vanguard S&p 500 Etf idx fd 12.77 42766 +4% 298.06
WisdomTree Intl. SmallCap Div Fd. (DLS) 9.20 130056 +3% 70.60
WisdomTree LargeCap Dividend Fund (DLN) 6.91 65177 +2% 105.88
iShares Russell Midcap Index Fund (IWR) 6.42 107301 +5% 59.75
iShares Russell 3000 Index (IWV) 6.31 33197 +3% 189.90
Fauquier Bankshares (FBSS) 4.74 220171 21.50
iShares S&P; 500 Index (IVV) 4.02 12302 325.88
Ishares Core Intl Stock Etf core 2.77 44534 +5% 62.02
Apple (AAPL) 2.02 6659 303.20
Microsoft Corporation (MSFT) 1.76 10981 160.09
Johnson & Johnson (JNJ) 1.27 8743 144.92
Procter & Gamble Company (PG) 1.13 9190 122.52
Visa (V) 1.07 5551 +5% 191.86
Amazon (AMZN) 0.98 517 1891.68
Walt Disney Company (DIS) 0.95 6506 145.40
Verizon Communications (VZ) 0.94 15771 +2% 59.73
Alphabet Inc Class A cs 0.86 614 1405.54
Berkshire Hathaway (BRK.B) 0.85 3762 +2% 225.94
United Technologies Corporation (UTX) 0.77 5001 153.37
Exxon Mobil Corporation (XOM) 0.76 10922 -10% 69.22
Nextera Energy Inc C om 0.73 3003 241.09
Chevron Corporation (CVX) 0.71 6002 -11% 117.63
United Parcel Service (UPS) 0.70 6029 116.60
CVS Caremark Corporation (CVS) 0.67 9243 +4% 72.70
Comcast Corporation (CMCSA) 0.66 14428 45.40
Vanguard Total Stock Market ETF (VTI) 0.66 4022 164.84
JPMorgan Chase & Co. (JPM) 0.65 4753 136.97
Union Pacific Corporation (UNP) 0.65 3579 179.94
U.S. Ban (USB) 0.61 10601 57.07
Dominion Resources (D) 0.61 7438 81.74
Oracle Corporation (ORCL) 0.58 10771 54.13
Aspen Technology (AZPN) 0.55 4200 131.19
Duke Energy 0.54 6009 90.36
Paypal Holdings 0.54 4852 +2% 111.91
UnitedHealth (UNH) 0.53 1781 295.90
Booking Holdings 0.50 240 +5% 2062.50
Danaher Corporation (DHR) 0.49 3105 156.20
Alphabet Inc Class C cs 0.48 338 1405.33
Laboratory Corp. of America Holdings (LH) 0.47 2673 +6% 173.96
Exelon Corporation (EXC) 0.44 9547 -10% 45.98
Bristol Myers Squibb (BMY) 0.42 6552 -3% 63.80
International Business Machines (IBM) 0.40 2985 -20% 135.34
Merck & Co (MRK) 0.34 3815 88.60
Walgreen Boots Alliance 0.33 5980 -5% 55.85
Valero Energy Corporation (VLO) 0.32 3411 +2% 93.23
Bscm etf 0.26 11981 21.53
Truist Financial Corp equities 0.26 4737 NEW 55.52
Boeing Company (BA) 0.23 701 330.96
Vanguard Utilities ETF (VPU) 0.20 1438 NEW 141.17

Past 13F-HR SEC Filings by Meridian Financial Partners

View All Filings