Meridian Financial Partners

Meridian Financial Partners as of March 31, 2021

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 70 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 13.0 $17M 357k 48.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.0 $15M 39k 378.95
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 9.4 $12M 245k 50.74
Ishares Tr Russell 3000 Etf (IWV) 6.7 $8.9M 36k 245.98
Wisdomtree Tr Us Largecap Divd (DLN) 6.1 $8.1M 69k 118.18
Ishares Tr Rus Mid Cap Etf (IWR) 5.0 $6.7M 88k 76.12
Apple (AAPL) 3.2 $4.3M 32k 133.10
Ishares Tr Core Msci Total (IXUS) 2.9 $3.9M 54k 71.78
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.7M 9.0k 413.85
Microsoft Corporation (MSFT) 2.7 $3.6M 14k 258.24
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.8 $2.4M 40k 58.90
Amazon (AMZN) 1.8 $2.4M 707.00 3335.22
Johnson & Johnson (JNJ) 1.6 $2.2M 13k 166.48
Ishares Tr Core Div Grwth (DGRO) 1.3 $1.7M 35k 49.75
Walt Disney Company (DIS) 1.2 $1.6M 8.9k 182.79
Procter & Gamble Company (PG) 1.2 $1.6M 11k 137.79
Visa Com Cl A (V) 1.2 $1.5M 6.9k 223.22
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 626.00 2279.55
Nextera Energy (NEE) 1.1 $1.4M 18k 80.54
Verizon Communications (VZ) 1.1 $1.4M 24k 58.41
Exxon Mobil Corporation (XOM) 1.0 $1.3M 24k 55.31
United Parcel Service CL B (UPS) 0.9 $1.2M 6.6k 179.75
Merck & Co (MRK) 0.9 $1.2M 15k 78.56
Comcast Corp Cl A (CMCSA) 0.9 $1.1M 21k 54.17
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.1M 494.00 2293.52
Duke Energy Corp Com New (DUK) 0.8 $1.1M 10k 101.38
Chevron Corporation (CVX) 0.8 $1.1M 10k 101.29
JPMorgan Chase & Co. (JPM) 0.8 $1.0M 6.9k 149.28
Laboratory Corp Amer Hldgs Com New (LH) 0.7 $988k 3.8k 260.00
Us Bancorp Del Com New (USB) 0.7 $958k 17k 56.23
Dominion Resources (D) 0.7 $952k 12k 80.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $931k 4.4k 213.73
CVS Caremark Corporation (CVS) 0.6 $860k 11k 75.88
L3harris Technologies (LHX) 0.6 $837k 4.0k 210.14
UnitedHealth (UNH) 0.6 $826k 2.1k 396.73
Constellation Brands Cl A (STZ) 0.6 $761k 3.2k 238.18
International Business Machines (IBM) 0.5 $725k 5.2k 138.25
Adobe Systems Incorporated (ADBE) 0.5 $722k 1.4k 513.88
American Electric Power Company (AEP) 0.5 $718k 8.0k 90.14
Raytheon Technologies Corp (RTX) 0.5 $716k 9.3k 77.06
Vmware Cl A Com 0.5 $702k 4.2k 165.80
Exelon Corporation (EXC) 0.5 $682k 15k 45.79
Union Pacific Corporation (UNP) 0.5 $666k 3.0k 220.53
Paypal Holdings (PYPL) 0.5 $663k 2.5k 264.35
Aspen Technology 0.5 $627k 4.2k 149.29
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $624k 4.5k 139.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $606k 1.8k 336.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $598k 2.7k 220.34
Intel Corporation (INTC) 0.4 $564k 9.0k 62.72
Danaher Corporation (DHR) 0.4 $557k 2.3k 241.75
Home Depot (HD) 0.4 $526k 1.6k 324.09
Pfizer (PFE) 0.3 $416k 11k 39.00
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.3 $411k 19k 21.62
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.3 $410k 8.2k 50.17
Tyson Foods Cl A (TSN) 0.3 $392k 5.0k 78.49
At&t (T) 0.3 $360k 12k 29.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $331k 1.2k 266.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $328k 1.1k 312.08
Truist Financial Corp equities (TFC) 0.2 $328k 5.9k 55.77
Spdr Ser Tr Aerospace Def (XAR) 0.2 $312k 2.5k 124.80
Pepsi (PEP) 0.2 $311k 2.1k 145.60
salesforce (CRM) 0.2 $288k 1.3k 227.85
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $281k 14k 20.38
Activision Blizzard 0.2 $275k 2.9k 94.37
Cisco Systems (CSCO) 0.2 $264k 5.1k 51.82
Oneok (OKE) 0.2 $252k 5.0k 50.62
Kimberly-Clark Corporation (KMB) 0.2 $210k 1.5k 142.37
Lowe's Companies (LOW) 0.2 $207k 1.0k 202.35
Mondelez Intl Cl A (MDLZ) 0.2 $202k 3.4k 59.24
Sirius Xm Holdings (SIRI) 0.1 $159k 25k 6.29