Meridian Financial

Meridian Financial as of March 31, 2025

Portfolio Holdings for Meridian Financial

Meridian Financial holds 121 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $10M 362k 27.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.9 $9.9M 196k 50.63
Ishares Tr Core S&p500 Etf (IVV) 6.0 $8.6M 15k 561.91
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $7.1M 68k 104.57
Ishares Tr Core Div Grwth (DGRO) 5.0 $7.1M 115k 61.78
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $6.9M 118k 58.35
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $4.5M 17k 258.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $3.8M 57k 65.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $3.6M 21k 173.23
Spdr Ser Tr S&p Divid Etf (SDY) 2.3 $3.3M 25k 135.68
Vanguard Index Fds Small Cp Etf (VB) 2.2 $3.1M 14k 221.76
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.1 $3.0M 38k 79.86
Microsoft Corporation (MSFT) 1.9 $2.7M 7.1k 375.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.8 $2.6M 64k 40.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.7 $2.5M 13k 193.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $2.2M 9.0k 244.63
Alps Etf Tr Rivrfrnt Str Inc (RIGS) 1.5 $2.1M 90k 23.10
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.0M 10k 193.98
Apple (AAPL) 1.3 $1.9M 8.6k 222.12
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $1.8M 3.3k 533.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $1.7M 22k 78.94
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.2 $1.7M 26k 66.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.6M 2.9k 559.39
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $1.6M 20k 80.37
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $1.5M 30k 51.18
Merck & Co (MRK) 1.0 $1.5M 16k 89.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.5M 5.8k 251.75
Spdr Ser Tr Portfolio Short (SPSB) 1.0 $1.4M 47k 30.10
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $1.2M 15k 78.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.1M 5.9k 186.30
Wisdomtree Tr Us Midcap Divid (DON) 0.7 $1.1M 21k 49.52
Amazon (AMZN) 0.7 $995k 5.2k 190.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $976k 12k 81.76
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $972k 13k 74.72
Cisco Systems (CSCO) 0.6 $892k 15k 61.71
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.6 $874k 14k 63.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $855k 7.1k 119.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $827k 1.6k 513.87
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $785k 7.7k 102.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $771k 9.8k 78.85
JPMorgan Chase & Co. (JPM) 0.5 $759k 3.1k 245.33
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.5 $721k 18k 39.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $699k 4.4k 160.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $681k 4.7k 146.00
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $648k 7.1k 91.52
Waste Management (WM) 0.5 $642k 2.8k 231.52
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $632k 19k 33.24
Vanguard Index Fds Growth Etf (VUG) 0.4 $586k 1.6k 370.82
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $567k 7.7k 73.69
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $565k 4.4k 127.08
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $565k 4.9k 114.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $557k 4.3k 128.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $553k 21k 26.20
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $548k 4.4k 124.50
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $545k 12k 47.10
Alphabet Cap Stk Cl C (GOOG) 0.4 $517k 3.3k 156.23
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $489k 5.9k 83.28
Johnson & Johnson (JNJ) 0.3 $459k 2.8k 165.84
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $457k 15k 29.94
Select Sector Spdr Tr Technology (XLK) 0.3 $454k 2.2k 206.49
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $444k 5.8k 77.05
International Business Machines (IBM) 0.3 $442k 1.8k 248.66
Lockheed Martin Corporation (LMT) 0.3 $415k 928.00 446.93
Spdr Ser Tr Spdr Portfolio S (SPDG) 0.3 $414k 11k 37.84
Select Sector Spdr Tr Financial (XLF) 0.3 $411k 8.3k 49.81
Alphabet Cap Stk Cl A (GOOGL) 0.3 $409k 2.6k 154.64
McDonald's Corporation (MCD) 0.3 $407k 1.3k 312.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $404k 759.00 532.58
Ishares Tr Core Divid Etf (DIVB) 0.3 $390k 8.0k 48.52
Southern Company (SO) 0.3 $389k 4.2k 91.95
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $386k 7.3k 52.52
Ishares Tr Msci Eafe Etf (EFA) 0.3 $377k 4.6k 81.74
Raytheon Technologies Corp (RTX) 0.3 $373k 2.8k 132.46
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.3 $373k 7.1k 52.80
CVS Caremark Corporation (CVS) 0.3 $370k 5.5k 67.75
Stryker Corporation (SYK) 0.3 $369k 991.00 372.33
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $362k 4.4k 82.95
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $358k 3.2k 113.76
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $350k 11k 32.59
Vanguard Index Fds Large Cap Etf (VV) 0.2 $350k 1.4k 257.03
Crowdstrike Hldgs Cl A (CRWD) 0.2 $346k 982.00 352.58
Reddit Cl A (RDDT) 0.2 $345k 3.3k 104.90
Verizon Communications (VZ) 0.2 $342k 7.5k 45.36
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $338k 3.9k 85.98
Etf Ser Solutions Distillate Us (DSTL) 0.2 $336k 6.2k 54.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $322k 5.1k 63.53
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $320k 3.9k 83.01
Procter & Gamble Company (PG) 0.2 $316k 1.9k 170.39
Chevron Corporation (CVX) 0.2 $311k 1.9k 167.25
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $297k 5.9k 50.00
Ball Corporation (BALL) 0.2 $286k 5.5k 52.07
Select Sector Spdr Tr Indl (XLI) 0.2 $284k 2.2k 131.07
Spdr Ser Tr S&p Kensho New (KOMP) 0.2 $279k 6.0k 46.49
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $278k 4.5k 61.72
Dominion Resources (D) 0.2 $266k 4.7k 56.07
UnitedHealth (UNH) 0.2 $263k 503.00 523.75
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $259k 6.0k 43.43
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $241k 575.00 419.88
United Therapeutics Corporation (UTHR) 0.2 $241k 780.00 308.27
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $240k 4.7k 50.85
Duke Energy Corp Com New (DUK) 0.2 $239k 2.0k 121.98
Us Bancorp Del Com New (USB) 0.2 $238k 5.6k 42.22
Abbvie (ABBV) 0.2 $238k 1.1k 209.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $237k 12k 19.78
Avery Dennison Corporation (AVY) 0.2 $237k 1.3k 178.00
American Electric Power Company (AEP) 0.2 $237k 2.2k 109.26
Coca-Cola Company (KO) 0.2 $230k 3.2k 71.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $228k 6.3k 36.41
Bank of America Corporation (BAC) 0.2 $223k 5.4k 41.73
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.2 $220k 9.5k 23.19
Alnylam Pharmaceuticals (ALNY) 0.2 $216k 800.00 270.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $213k 4.2k 50.83
Nextera Energy (NEE) 0.1 $213k 3.0k 70.89
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $211k 2.6k 80.65
Visa Com Cl A (V) 0.1 $210k 600.00 350.46
Vanguard Index Fds Value Etf (VTV) 0.1 $209k 1.2k 172.70
Illinois Tool Works (ITW) 0.1 $207k 835.00 247.98
Vanguard World Health Car Etf (VHT) 0.1 $205k 774.00 264.73
Select Sector Spdr Tr Communication (XLC) 0.1 $203k 2.1k 96.45
Kenvue (KVUE) 0.1 $202k 8.4k 23.98
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $202k 6.2k 32.37