Meridian Financial Partners

Meridian Financial Partners as of Sept. 30, 2020

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 63 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 17.3 $21M 417k 49.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.5 $11M 36k 311.80
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 9.5 $11M 221k 50.80
Ishares Tr Russell 3000 Etf (IWV) 5.9 $7.0M 35k 199.62
Wisdomtree Tr Us Largecap Divd (DLN) 5.5 $6.5M 66k 97.73
Ishares Tr Rus Mid Cap Etf (IWR) 5.5 $6.5M 108k 59.94
Apple (AAPL) 3.3 $3.9M 34k 115.05
Fauquier Bankshares 2.9 $3.4M 216k 15.67
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.3M 9.8k 340.60
Ishares Tr Core Msci Total (IXUS) 2.5 $3.0M 51k 59.04
Microsoft Corporation (MSFT) 2.4 $2.9M 14k 210.07
Amazon (AMZN) 2.0 $2.4M 746.00 3206.43
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.8 $2.1M 42k 49.77
Johnson & Johnson (JNJ) 1.5 $1.8M 13k 143.98
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $1.6M 10k 159.45
Procter & Gamble Company (PG) 1.4 $1.6M 12k 141.28
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 1.4 $1.6M 33k 50.14
Verizon Communications (VZ) 1.1 $1.4M 24k 57.79
Visa Com Cl A (V) 1.1 $1.3M 6.9k 193.05
Nextera Energy (NEE) 1.1 $1.3M 4.2k 302.71
Disney Walt Com Disney (DIS) 0.9 $1.1M 8.9k 124.04
United Parcel Service CL B (UPS) 0.9 $1.1M 6.5k 167.97
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.0M 632.00 1583.86
Dominion Resources (D) 0.8 $970k 12k 81.75
Duke Energy Corp Com New (DUK) 0.8 $940k 10k 93.18
Comcast Corp Cl A (CMCSA) 0.8 $910k 21k 43.75
Laboratory Corp Amer Hldgs Com New (LH) 0.7 $772k 3.8k 202.04
Exxon Mobil Corporation (XOM) 0.6 $771k 23k 33.37
Alphabet Cap Stk Cl C (GOOG) 0.6 $746k 469.00 1590.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $738k 4.3k 173.61
Oracle Corporation (ORCL) 0.6 $693k 12k 57.51
JPMorgan Chase & Co. (JPM) 0.6 $677k 6.7k 101.29
Us Bancorp Del Com New (USB) 0.6 $671k 17k 39.93
CVS Caremark Corporation (CVS) 0.5 $649k 11k 59.54
UnitedHealth (UNH) 0.5 $630k 2.0k 322.91
Chevron Corporation (CVX) 0.5 $630k 8.9k 70.90
Bristol Myers Squibb (BMY) 0.5 $624k 11k 59.66
Paypal Holdings (PYPL) 0.5 $619k 3.1k 197.13
Exelon Corporation (EXC) 0.5 $584k 14k 41.68
International Business Machines (IBM) 0.5 $550k 4.9k 112.13
Merck & Co (MRK) 0.5 $549k 7.0k 78.88
Micron Technology (MU) 0.5 $542k 10k 52.19
Raytheon Technologies Corp (RTX) 0.5 $537k 8.8k 60.84
Constellation Brands Cl A (STZ) 0.4 $533k 3.0k 174.87
Aspen Technology 0.4 $520k 4.2k 123.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $516k 1.8k 280.43
Union Pacific Corporation (UNP) 0.4 $485k 2.6k 184.62
Veritiv Corp - When Issued 0.4 $483k 30k 16.19
Danaher Corporation (DHR) 0.4 $431k 1.8k 234.75
Home Depot (HD) 0.4 $419k 1.5k 276.02
Pfizer (PFE) 0.3 $401k 11k 37.88
TreeHouse Foods (THS) 0.3 $370k 9.1k 40.76
Intel Corporation (INTC) 0.3 $364k 7.8k 46.74
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $334k 1.3k 262.79
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $294k 14k 21.84
Pepsi (PEP) 0.2 $285k 2.1k 137.95
Truist Financial Corp equities (TFC) 0.2 $255k 5.9k 42.99
At&t (T) 0.2 $240k 8.8k 27.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $240k 1.2k 197.04
Spdr Ser Tr Aerospace Def (XAR) 0.2 $224k 2.5k 89.60
Vanguard World Fds Utilities Etf (VPU) 0.2 $217k 1.5k 140.36
Kimberly-Clark Corporation (KMB) 0.2 $200k 1.5k 135.59
Sirius Xm Holdings (SIRI) 0.1 $141k 24k 5.79