Meridian Financial Partners

Meridian Financial Partners as of March 31, 2023

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 16.7 $15M 290k 50.91
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 14.2 $13M 248k 50.22
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 8.1 $7.1M 112k 63.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.1 $6.2M 50k 125.37
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.0 $5.2M 180k 29.10
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 4.0 $3.5M 78k 45.02
Exxon Mobil Corporation (XOM) 3.7 $3.3M 28k 116.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.5 $3.1M 49k 63.17
Wisdomtree Tr Us Largecap Divd (DLN) 3.4 $3.0M 48k 63.09
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.0 $2.6M 47k 54.93
Visa Com Cl A (V) 2.1 $1.9M 7.9k 233.66
Nextera Energy (NEE) 1.8 $1.6M 21k 78.30
John Marshall Ban (JMSB) 1.8 $1.6M 72k 21.78
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.5M 15k 104.53
Verizon Communications (VZ) 1.5 $1.3M 33k 38.95
JPMorgan Chase & Co. (JPM) 1.4 $1.2M 8.8k 141.41
UnitedHealth (UNH) 1.4 $1.2M 2.5k 504.48
Duke Energy Corp Com New (DUK) 1.3 $1.2M 12k 97.43
Laboratory Corp Amer Hldgs Com New (LH) 1.3 $1.1M 4.9k 230.30
NVIDIA Corporation (NVDA) 1.2 $1.1M 4.0k 276.77
Servicenow (NOW) 1.2 $1.0M 2.2k 475.78
Comcast Corp Cl A (CMCSA) 1.2 $1.0M 27k 38.28
Alphabet Cap Stk Cl C (GOOG) 1.1 $986k 9.4k 105.12
Constellation Brands Cl A (STZ) 1.0 $888k 3.9k 227.23
Dominion Resources (D) 0.9 $799k 14k 57.39
Merck & Co (MRK) 0.9 $777k 6.8k 114.87
salesforce (CRM) 0.9 $776k 3.9k 198.57
Westrock (WRK) 0.7 $599k 20k 30.65
Tesla Motors (TSLA) 0.7 $583k 3.2k 184.26
Vanguard World Fds Utilities Etf (VPU) 0.6 $507k 3.4k 149.87
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.5 $466k 9.6k 48.35
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $434k 7.0k 62.19
Capital One Financial (COF) 0.5 $427k 4.4k 97.49
Aspen Technology (AZPN) 0.5 $407k 1.8k 230.73
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $404k 8.0k 50.75
Adobe Systems Incorporated (ADBE) 0.4 $376k 996.00 377.51
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $346k 7.4k 46.83
At&t (T) 0.3 $280k 14k 19.84
Cisco Systems (CSCO) 0.3 $254k 5.0k 50.39
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $249k 12k 20.35
Exelon Corporation (EXC) 0.3 $248k 5.8k 42.84
Truist Financial Corp equities (TFC) 0.3 $240k 7.1k 33.80
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $217k 690.00 314.49
Abbvie (ABBV) 0.2 $211k 1.3k 159.25
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $202k 9.5k 21.18
Costco Wholesale Corporation (COST) 0.2 $201k 405.00 496.30
Sirius Xm Holdings (SIRI) 0.1 $94k 24k 3.86