Meridian Financial Partners

Meridian Financial Partners as of Dec. 31, 2020

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 64 positions in its portfolio as reported in the December 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) 15.9 $21M 418k 49.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $13M 37k 352.83
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 9.0 $12M 230k 50.81
Ishares Tr Russell 3000 Etf (IWV) 6.4 $8.2M 36k 231.34
Ishares Tr Rus Mid Cap Etf (IWR) 6.0 $7.8M 109k 71.76
Wisdomtree Tr Us Largecap Divd (DLN) 5.7 $7.4M 68k 109.36
Apple (AAPL) 3.3 $4.2M 32k 132.04
Fauquier Bankshares 2.9 $3.8M 199k 19.00
Ishares Tr Core Msci Total (IXUS) 2.9 $3.7M 53k 70.53
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.6M 9.4k 385.29
Microsoft Corporation (MSFT) 2.4 $3.1M 14k 224.35
Amazon (AMZN) 1.7 $2.2M 689.00 3262.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.7 $2.2M 40k 54.76
Johnson & Johnson (JNJ) 1.6 $2.0M 13k 162.35
Walt Disney Company (DIS) 1.2 $1.5M 8.7k 173.68
Procter & Gamble Company (PG) 1.1 $1.4M 11k 131.94
Nextera Energy (NEE) 1.1 $1.4M 17k 84.05
Visa Com Cl A (V) 1.1 $1.4M 6.8k 206.02
Verizon Communications (VZ) 1.0 $1.3M 24k 57.25
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.0 $1.3M 26k 50.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $1.3M 8.5k 152.51
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.2M 625.00 1880.00
Exxon Mobil Corporation (XOM) 0.9 $1.1M 23k 49.52
United Parcel Service CL B (UPS) 0.8 $1.0M 6.5k 159.91
Comcast Corp Cl A (CMCSA) 0.8 $999k 20k 48.86
Duke Energy Corp Com New (DUK) 0.7 $922k 10k 90.80
JPMorgan Chase & Co. (JPM) 0.7 $918k 6.7k 136.04
Chevron Corporation (CVX) 0.7 $900k 9.4k 95.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $877k 4.4k 201.33
Alphabet Cap Stk Cl C (GOOG) 0.7 $857k 454.00 1887.67
Dominion Resources (D) 0.7 $849k 12k 71.55
Laboratory Corp Amer Hldgs Com New (LH) 0.7 $843k 3.7k 230.01
CVS Caremark Corporation (CVS) 0.6 $827k 11k 75.24
Paypal Holdings (PYPL) 0.6 $770k 3.2k 244.13
Us Bancorp Del Com New (USB) 0.6 $729k 16k 45.60
Constellation Brands Cl A (STZ) 0.5 $702k 3.1k 227.41
UnitedHealth (UNH) 0.5 $700k 2.0k 350.70
Veritiv Corp - When Issued 0.5 $690k 30k 22.69
Bristol Myers Squibb (BMY) 0.5 $666k 10k 66.21
International Business Machines (IBM) 0.5 $637k 4.9k 130.16
Raytheon Technologies Corp (RTX) 0.5 $610k 8.9k 68.83
Aspen Technology 0.5 $608k 4.2k 144.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $599k 2.5k 236.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $596k 1.8k 323.91
Union Pacific Corporation (UNP) 0.5 $594k 2.7k 218.30
Exelon Corporation (EXC) 0.5 $586k 14k 43.09
Intel Corporation (INTC) 0.4 $567k 9.7k 58.65
Merck & Co (MRK) 0.4 $547k 6.6k 82.47
Vanguard World Fds Utilities Etf (VPU) 0.4 $500k 3.6k 138.31
Danaher Corporation (DHR) 0.4 $485k 2.0k 237.16
Home Depot (HD) 0.3 $416k 1.5k 274.04
Pfizer (PFE) 0.3 $385k 11k 36.54
TreeHouse Foods (THS) 0.3 $374k 9.5k 39.56
At&t (T) 0.3 $348k 12k 28.93
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $323k 1.1k 290.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $306k 1.2k 246.18
Truist Financial Corp equities (TFC) 0.2 $306k 5.9k 51.59
Spdr Ser Tr Aerospace Def (XAR) 0.2 $302k 2.5k 120.80
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $296k 14k 21.69
Pepsi (PEP) 0.2 $292k 2.1k 141.34
Cisco Systems (CSCO) 0.2 $230k 5.1k 45.40
salesforce (CRM) 0.2 $225k 1.0k 223.44
Oneok (OKE) 0.2 $219k 5.0k 43.99
Sirius Xm Holdings (SIRI) 0.1 $145k 24k 5.96