Meridian Financial Partners
Latest statistics and disclosures from Meridian Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, JPST, SPTS, XOM, DGRW, and represent 54.20% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: DGRO, ETN, JPST, COP, WM, VZ, NEE, NVDA, COF, UNH.
- Started 3 new stock positions in ETN, WM, COP.
- Reduced shares in these 10 stocks: AAPL (-$6.5M), JEPI, AMZN, AMD, SPTS, CRWD, JEPQ, , QQQ, .
- Sold out of its positions in T, AMD, AMZN, AAPL, BRK.B, STZ, FPE, QQQ, JEPI, PWR. VGIT, WRK, DLS.
- Meridian Financial Partners was a net seller of stock by $-22M.
- Meridian Financial Partners has $78M in assets under management (AUM), dropping by -20.21%.
- Central Index Key (CIK): 0001763722
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Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 21.1 | $16M | +3% | 297k | 55.23 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 17.6 | $14M | 272k | 50.32 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 7.5 | $5.8M | -17% | 202k | 28.70 |
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| Exxon Mobil Corporation (XOM) | 4.5 | $3.5M | 29k | 118.67 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.6 | $2.8M | 38k | 72.92 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 3.4 | $2.6M | -5% | 38k | 68.75 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.0 | $2.3M | -33% | 44k | 52.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $2.3M | 15k | 154.39 |
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| Visa Com Cl A (V) | 2.8 | $2.2M | 8.1k | 271.36 |
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| NVIDIA Corporation (NVDA) | 2.3 | $1.8M | 2.1k | 874.34 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $1.8M | 9.8k | 180.85 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $1.6M | -42% | 5.4k | 299.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.5M | 9.4k | 155.97 |
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| Nextera Energy (NEE) | 1.8 | $1.4M | +2% | 23k | 61.69 |
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| Host Hotels & Resorts (HST) | 1.8 | $1.4M | 73k | 19.08 |
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| Verizon Communications (VZ) | 1.7 | $1.3M | +3% | 33k | 39.78 |
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| UnitedHealth (UNH) | 1.6 | $1.3M | +2% | 2.7k | 468.95 |
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| Duke Energy Corp Com New (DUK) | 1.6 | $1.2M | 13k | 92.91 |
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| Comcast Corp Cl A (CMCSA) | 1.5 | $1.2M | 30k | 39.11 |
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| salesforce (CRM) | 1.4 | $1.1M | 4.0k | 277.29 |
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| John Marshall Ban (JMSB) | 1.4 | $1.1M | 65k | 16.26 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 1.3 | $1.0M | 5.0k | 202.02 |
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| Servicenow (NOW) | 1.2 | $938k | -19% | 1.3k | 744.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $922k | -3% | 5.8k | 158.26 |
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| Capital One Financial (COF) | 0.9 | $709k | +4% | 5.2k | 136.35 |
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| Merck & Co (MRK) | 0.9 | $701k | 5.6k | 125.09 |
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| Kenvue (KVUE) | 0.9 | $668k | 35k | 19.12 |
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| Dominion Resources (D) | 0.8 | $652k | 14k | 46.84 |
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| Tesla Motors (TSLA) | 0.7 | $522k | +2% | 3.3k | 157.09 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.5 | $406k | 8.2k | 49.51 |
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| Vanguard World Utilities Etf (VPU) | 0.5 | $369k | +4% | 2.7k | 135.91 |
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| Aspen Technology (AZPN) | 0.5 | $354k | 1.8k | 200.68 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $302k | +3% | 6.1k | 49.53 |
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| Abbvie (ABBV) | 0.4 | $286k | +2% | 1.8k | 162.59 |
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| Costco Wholesale Corporation (COST) | 0.4 | $286k | 400.00 | 715.00 |
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| Eaton Corp SHS (ETN) | 0.3 | $252k | NEW | 800.00 | 315.00 |
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| Truist Financial Corp equities (TFC) | 0.3 | $248k | -8% | 7.0k | 35.57 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $239k | 12k | 20.47 |
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| Cisco Systems (CSCO) | 0.3 | $239k | 5.0k | 47.91 |
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| ConocoPhillips (COP) | 0.3 | $230k | NEW | 1.8k | 129.58 |
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| Waste Management (WM) | 0.3 | $205k | NEW | 1.0k | 205.00 |
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| Sirius Xm Holdings (SIRI) | 0.1 | $77k | 24k | 3.16 |
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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 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
- Meridian Financial Partners 2020 Q3 filed Nov. 2, 2020
- Meridian Financial Partners 2020 Q2 filed July 21, 2020