Meridian Financial

Meridian Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Meridian Financial Advisors

Meridian Financial Advisors holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.9 $11M 207k 50.73
Ishares Tr Core S&p500 Etf (IVV) 5.7 $10M 15k 669.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.6 $9.9M 363k 27.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $9.0M 15k 600.35
Ishares Tr Core Div Grwth (DGRO) 4.6 $8.2M 121k 68.08
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $7.8M 66k 118.83
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $7.4M 113k 65.26
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $5.1M 17k 293.74
Spdr Series Trust Portfolio S&p500 (SPYM) 2.8 $5.0M 64k 78.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $4.0M 21k 189.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.2 $3.9M 44k 88.96
Microsoft Corporation (MSFT) 2.1 $3.8M 7.2k 517.96
Spdr Series Trust S&p Divid Etf (SDY) 2.1 $3.7M 27k 140.05
Vanguard Index Fds Small Cp Etf (VB) 2.0 $3.5M 14k 254.29
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.9 $3.4M 14k 247.12
Spdr Series Trust Portfolio S&p600 (SPSM) 1.7 $3.0M 66k 46.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.5 $2.6M 8.9k 293.79
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.3 $2.3M 22k 104.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $2.3M 29k 79.93
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $2.2M 10k 215.78
Alps Etf Tr Rivrfrnt Str Inc (RIGS) 1.2 $2.2M 93k 23.28
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.1 $2.0M 27k 73.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $1.9M 3.2k 595.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.9M 2.8k 666.18
Apple (AAPL) 1.0 $1.8M 7.1k 254.62
Spdr Series Trust Portfolio S&p400 (SPMD) 1.0 $1.8M 31k 57.19
Spdr Series Trust Portfolio Short (SPSB) 1.0 $1.7M 57k 30.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.7M 5.7k 297.60
Merck & Co (MRK) 0.8 $1.3M 16k 83.93
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.7 $1.3M 15k 88.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.3M 6.1k 208.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.2M 2.0k 612.35
Amazon (AMZN) 0.6 $1.1M 5.2k 219.57
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.1M 15k 73.48
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.1M 21k 52.30
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.6 $1.0M 9.1k 110.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.0M 12k 84.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $992k 6.0k 164.54
JPMorgan Chase & Co. (JPM) 0.5 $976k 3.1k 315.47
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $964k 11k 87.21
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.5 $944k 27k 34.75
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.5 $933k 17k 53.66
Cisco Systems (CSCO) 0.5 $898k 13k 68.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $861k 6.6k 129.71
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.5 $858k 13k 68.66
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $815k 9.6k 84.68
Vanguard Index Fds Growth Etf (VUG) 0.5 $800k 1.7k 479.61
Spdr Series Trust Portfolio Intrmd (SPIB) 0.4 $786k 23k 33.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $777k 7.5k 103.06
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $761k 4.4k 174.59
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $732k 7.0k 104.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $729k 31k 23.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $672k 4.8k 140.95
Select Sector Spdr Tr Technology (XLK) 0.4 $664k 2.4k 281.87
Alphabet Cap Stk Cl C (GOOG) 0.3 $600k 2.5k 243.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $600k 11k 57.10
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $592k 18k 33.65
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $584k 4.1k 141.50
Ishares Tr Esg Optimized (SUSA) 0.3 $583k 4.3k 135.65
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.3 $575k 9.6k 59.92
Waste Management (WM) 0.3 $568k 2.6k 220.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $543k 3.9k 139.16
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.3 $530k 21k 25.61
Select Sector Spdr Tr Financial (XLF) 0.3 $527k 9.8k 53.87
Reddit Cl A (RDDT) 0.3 $524k 2.3k 229.99
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $513k 5.4k 95.89
Alphabet Cap Stk Cl A (GOOGL) 0.3 $513k 2.1k 243.10
International Business Machines (IBM) 0.3 $502k 1.8k 282.16
Spdr Series Trust Spdr Portfolio S (SPDG) 0.3 $490k 12k 40.20
Crowdstrike Hldgs Cl A (CRWD) 0.3 $482k 982.00 490.38
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.3 $481k 5.8k 83.41
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.3 $477k 13k 37.31
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $473k 3.5k 135.23
Lockheed Martin Corporation (LMT) 0.3 $464k 928.00 499.45
Johnson & Johnson (JNJ) 0.3 $459k 2.5k 185.42
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $449k 8.3k 54.09
Ishares Tr Msci Eafe Etf (EFA) 0.2 $432k 4.6k 93.36
Raytheon Technologies Corp (RTX) 0.2 $430k 2.6k 167.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $420k 14k 29.64
Vanguard Index Fds Large Cap Etf (VV) 0.2 $419k 1.4k 307.86
Ishares Tr Core Divid Etf (DIVB) 0.2 $416k 8.0k 52.25
Southern Company (SO) 0.2 $401k 4.2k 94.77
Etf Ser Solutions Distillate Us (DSTL) 0.2 $400k 6.9k 57.96
McDonald's Corporation (MCD) 0.2 $396k 1.3k 303.99
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $394k 4.4k 89.56
Oracle Corporation (ORCL) 0.2 $392k 1.4k 281.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $382k 759.00 502.74
Alnylam Pharmaceuticals (ALNY) 0.2 $378k 828.00 456.00
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $368k 3.9k 94.32
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $367k 4.1k 89.62
Stryker Corporation (SYK) 0.2 $366k 991.00 369.75
CVS Caremark Corporation (CVS) 0.2 $365k 4.8k 75.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $358k 4.7k 76.71
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.2 $341k 13k 25.60
United Therapeutics Corporation (UTHR) 0.2 $327k 780.00 419.21
Verizon Communications (VZ) 0.2 $324k 7.4k 43.95
Select Sector Spdr Tr Indl (XLI) 0.2 $323k 2.1k 154.23
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $303k 5.9k 51.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $300k 7.0k 42.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $300k 5.9k 50.47
Broadcom (AVGO) 0.2 $294k 890.00 329.91
Chevron Corporation (CVX) 0.2 $289k 1.9k 155.25
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $289k 2.4k 121.06
Dominion Resources (D) 0.2 $283k 4.6k 61.18
Visa Com Cl A (V) 0.2 $281k 824.00 341.38
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $280k 4.4k 63.56
Ball Corporation (BALL) 0.2 $277k 5.5k 50.42
Bank of America Corporation (BAC) 0.2 $276k 5.4k 51.59
Spdr Series Trust S&p Kensho New (KOMP) 0.2 $276k 4.4k 62.26
Procter & Gamble Company (PG) 0.2 $270k 1.8k 153.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $267k 4.5k 59.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $267k 575.00 463.74
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $264k 1.7k 155.45
Us Bancorp Del Com New (USB) 0.1 $264k 5.5k 48.33
Abbvie (ABBV) 0.1 $256k 1.1k 231.62
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $256k 5.8k 44.27
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $253k 3.8k 67.04
Select Sector Spdr Tr Communication (XLC) 0.1 $249k 2.1k 118.37
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $248k 8.3k 29.73
American Electric Power Company (AEP) 0.1 $245k 2.2k 112.49
Duke Energy Corp Com New (DUK) 0.1 $242k 2.0k 123.76
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $242k 5.0k 48.30
Select Sector Spdr Tr Energy (XLE) 0.1 $240k 2.7k 89.34
Ishares Tr Faln Angls Usd (FALN) 0.1 $233k 8.4k 27.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $232k 7.3k 31.91
Spdr Series Trust Aerospace Def (XAR) 0.1 $230k 980.00 234.96
Nextera Energy (NEE) 0.1 $227k 3.0k 75.49
Cytokinetics Com New (CYTK) 0.1 $226k 4.1k 54.96
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $224k 2.6k 85.35
NVIDIA Corporation (NVDA) 0.1 $224k 1.2k 186.58
Morgan Stanley Com New (MS) 0.1 $223k 1.4k 158.96
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $222k 9.5k 23.41
Illinois Tool Works (ITW) 0.1 $218k 835.00 260.73
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $217k 2.6k 84.83
Avery Dennison Corporation (AVY) 0.1 $216k 1.3k 162.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $215k 458.00 468.41
Coca-Cola Company (KO) 0.1 $213k 3.2k 66.31
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $211k 4.3k 49.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $205k 1.8k 110.60
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $200k 7.2k 27.94