Meridian Financial Partners

Meridian Financial Partners as of Dec. 31, 2022

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 50 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 15.1 $14M 270k 49.81
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 14.7 $13M 261k 50.29
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 7.3 $6.5M 104k 62.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.7 $5.9M 51k 116.47
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.3 $4.7M 161k 29.13
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.7 $3.3M 78k 42.10
Exxon Mobil Corporation (XOM) 3.6 $3.2M 29k 111.32
Wisdomtree Tr Us Largecap Divd (DLN) 3.3 $3.0M 48k 61.83
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.3 $2.9M 49k 60.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $2.4M 44k 54.62
Telos Corp Md (TLS) 2.4 $2.1M 437k 4.88
Merck & Co (MRK) 2.2 $2.0M 18k 109.89
John Marshall Ban (JMSB) 2.0 $1.8M 72k 24.92
Visa Com Cl A (V) 1.9 $1.7M 7.8k 220.37
Nextera Energy (NEE) 1.9 $1.7M 20k 82.61
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.3M 14k 93.05
Verizon Communications (VZ) 1.4 $1.3M 32k 40.05
Duke Energy Corp Com New (DUK) 1.4 $1.2M 12k 101.99
Laboratory Corp Amer Hldgs Com New (LH) 1.3 $1.2M 4.7k 252.53
UnitedHealth (UNH) 1.3 $1.2M 2.4k 484.18
JPMorgan Chase & Co. (JPM) 1.3 $1.2M 8.7k 134.75
Comcast Corp Cl A (CMCSA) 1.1 $1.0M 26k 38.13
Servicenow (NOW) 1.1 $950k 2.2k 428.31
Alphabet Cap Stk Cl C (GOOG) 1.0 $878k 9.4k 93.86
Dominion Resources (D) 1.0 $855k 14k 62.00
Constellation Brands Cl A (STZ) 1.0 $848k 3.9k 216.60
Abbvie (ABBV) 0.9 $841k 5.7k 148.72
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $761k 15k 50.67
Westrock (WRK) 0.7 $659k 18k 36.46
NVIDIA Corporation (NVDA) 0.7 $638k 3.8k 167.76
salesforce (CRM) 0.6 $560k 3.8k 146.37
Vanguard World Fds Utilities Etf (VPU) 0.6 $519k 3.5k 149.96
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.5 $482k 10k 46.88
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $423k 6.9k 61.49
Capital One Financial (COF) 0.5 $423k 4.3k 97.89
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $364k 7.8k 46.52
Aspen Technology (AZPN) 0.4 $342k 1.8k 193.88
Adobe Systems Incorporated (ADBE) 0.4 $341k 996.00 342.37
Truist Financial Corp equities (TFC) 0.4 $313k 6.6k 47.68
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) 0.3 $308k 15k 20.56
Tesla Motors (TSLA) 0.3 $272k 2.1k 126.98
At&t (T) 0.3 $267k 14k 18.92
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $257k 781.00 329.07
Exelon Corporation (EXC) 0.3 $256k 6.1k 42.03
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $254k 907.00 280.04
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $249k 12k 20.35
Cisco Systems (CSCO) 0.3 $234k 5.0k 46.42
ConocoPhillips (COP) 0.2 $208k 1.7k 119.68
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $201k 9.5k 21.07
Sirius Xm Holdings (SIRI) 0.2 $141k 24k 5.79