Meridian Financial Partners

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

Portfolio Holdings for Meridian Financial Partners

Companies in the Meridian Financial Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Doubleline Total Etf etf (TOTL) 20.33 384.79k 48.91
Vanguard S&p 500 Etf idx (VOO) 11.91 42.59k 258.85
J P Morgan Exchange Traded F ultra shrt (JPST) 9.77 180.41k NEW 50.15
WisdomTree LargeCap Dividend Fund (DLN) 6.34 65.37k 89.76
iShares Russell 3000 Index (IWV) 6.15 34.58k +4% 164.77
iShares Russell Midcap Index Fund (IWR) 5.74 110.54k +3% 48.04
iShares S&P 500 Index (IVV) 3.76 12.12k 287.56
Fauquier Bankshares (FBSS) 3.04 220.17k 12.80
Ishares Core Intl Stock Etf core (IXUS) 2.52 47.72k +7% 48.91
Apple (AAPL) 2.07 6.78k 282.81
Microsoft Corporation (MSFT) 2.02 10.48k -4% 178.64
wisdomtreetrusdivd.. (DGRW) 1.46 31.57k NEW 42.89
Johnson & Johnson (JNJ) 1.45 8.83k 152.06
Amazon (AMZN) 1.35 528 +2% 2375.00
Procter & Gamble Company (PG) 1.22 9.02k 124.74
Visa (V) 1.11 6.08k +9% 169.55
Verizon Communications (VZ) 1.02 16.17k +2% 58.46
Alphabet Inc Class A cs (GOOGL) 0.85 617 1278.77
Berkshire Hathaway (BRK.B) 0.79 3.82k 191.10
Walt Disney Company (DIS) 0.79 6.89k +5% 106.58
Nextera Energy (NEE) 0.79 2.97k 246.21
United Parcel Service (UPS) 0.69 6.21k +3% 102.67
Oracle Corporation (ORCL) 0.69 11.65k +8% 54.58
Dominion Resources (D) 0.66 7.48k 81.55
Union Pacific Corporation (UNP) 0.65 4.00k +11% 149.85
Vanguard Total Stock Market ETF (VTI) 0.65 4.23k +5% 143.19
CVS Caremark Corporation (CVS) 0.64 9.34k 63.36
Paypal Holdings (PYPL) 0.63 5.20k +7% 111.80
Comcast Corporation (CMCSA) 0.62 15.18k +5% 38.08
Exxon Mobil Corporation (XOM) 0.62 13.35k +22% 43.22
Duke Energy (DUK) 0.62 6.39k +6% 90.13
JPMorgan Chase & Co. (JPM) 0.60 5.79k +21% 95.11
Chevron Corporation (CVX) 0.58 6.19k +3% 87.18
UnitedHealth (UNH) 0.58 1.85k +4% 290.34
Danaher Corporation (DHR) 0.56 3.29k +6% 156.39
Veeva Sys Inc cl a (VEEV) 0.56 2.88k NEW 181.25
Laboratory Corp. of America Holdings (LH) 0.52 3.25k +21% 148.52
WisdomTree Intl. SmallCap Div (DLS) 0.51 9.39k -92% 50.07
United Technologies Corporation 0.50 6.95k +39% 66.01
Twilio Inc cl a (TWLO) 0.49 4.24k NEW 107.81
Alphabet Inc Class C cs (GOOG) 0.46 329 -2% 1282.67
Booking Holdings (BKNG) 0.46 288 +20% 1472.22
Bristol Myers Squibb (BMY) 0.45 6.93k +5% 60.57
Aspen Technology (AZPN) 0.45 4.20k 100.24
U.S. Bancorp (USB) 0.44 11.48k +8% 35.09
Exelon Corporation (EXC) 0.42 10.23k +7% 38.42
Constellation Brands (STZ) 0.41 2.36k NEW 162.56
International Business Machines (IBM) 0.40 3.08k +3% 120.01
Merck & Co (MRK) 0.34 3.81k 83.36
Bscm etf (BSCM) 0.29 12.64k +5% 21.60

Past Filings by Meridian Financial Partners

View past SEC 13F filings by Meridian Financial Partners

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