Meridian Financial Partners as of Dec. 31, 2023
Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 15.9 | $16M | 288k | 53.61 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 13.8 | $14M | 267k | 50.38 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 7.3 | $7.1M | 246k | 29.07 | |
| Apple (AAPL) | 6.6 | $6.5M | 34k | 188.64 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.2 | $4.1M | 75k | 55.21 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.4 | $3.3M | 66k | 50.88 | |
| Exxon Mobil Corporation (XOM) | 2.9 | $2.8M | 29k | 96.81 | |
| Amazon (AMZN) | 2.9 | $2.8M | 18k | 153.49 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.8 | $2.7M | 39k | 70.60 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 2.7 | $2.7M | 40k | 66.16 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.7 | $2.7M | 9.4k | 283.07 | |
| Visa Com Cl A (V) | 2.2 | $2.2M | 8.1k | 268.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $2.1M | 15k | 143.46 | |
| Advanced Micro Devices (AMD) | 1.8 | $1.8M | 11k | 162.65 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $1.6M | 9.8k | 167.45 | |
| Host Hotels & Resorts (HST) | 1.5 | $1.4M | 73k | 19.62 | |
| UnitedHealth (UNH) | 1.4 | $1.4M | 2.7k | 516.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.4M | 9.4k | 144.99 | |
| John Marshall Ban (JMSB) | 1.4 | $1.3M | 65k | 20.45 | |
| Nextera Energy (NEE) | 1.3 | $1.3M | 23k | 57.66 | |
| Duke Energy Corp Com New (DUK) | 1.3 | $1.3M | 13k | 95.89 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $1.2M | 29k | 42.53 | |
| Verizon Communications (VZ) | 1.3 | $1.2M | 31k | 38.93 | |
| Servicenow (NOW) | 1.2 | $1.2M | 1.6k | 745.86 | |
| NVIDIA Corporation (NVDA) | 1.2 | $1.2M | 2.0k | 570.87 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 1.2 | $1.1M | 5.0k | 227.32 | |
| salesforce (CRM) | 1.1 | $1.1M | 4.0k | 274.35 | |
| Quanta Services (PWR) | 1.0 | $1.0M | 5.1k | 201.82 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $897k | 6.0k | 148.61 | |
| Kenvue (KVUE) | 0.7 | $731k | 35k | 20.93 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $728k | 1.8k | 413.17 | |
| Tesla Motors (TSLA) | 0.7 | $687k | 3.2k | 211.78 | |
| Merck & Co (MRK) | 0.7 | $664k | 5.6k | 118.49 | |
| Dominion Resources (D) | 0.6 | $630k | 14k | 45.49 | |
| Capital One Financial (COF) | 0.6 | $623k | 5.0k | 124.85 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.6 | $615k | 37k | 16.86 | |
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.4 | $388k | 8.0k | 48.25 | |
| Aspen Technology (AZPN) | 0.4 | $350k | 1.8k | 198.41 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.4 | $343k | 2.6k | 131.67 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $335k | 5.4k | 61.84 | |
| Constellation Brands Cl A (STZ) | 0.3 | $330k | 1.3k | 253.65 | |
| Westrock (WRK) | 0.3 | $294k | 7.3k | 40.52 | |
| Abbvie (ABBV) | 0.3 | $281k | 1.7k | 163.47 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.3 | $280k | 5.9k | 47.59 | |
| Costco Wholesale Corporation (COST) | 0.3 | $278k | 405.00 | 686.42 | |
| Truist Financial Corp equities (TFC) | 0.3 | $275k | 7.6k | 35.98 | |
| Cisco Systems (CSCO) | 0.3 | $256k | 5.0k | 50.78 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $239k | 12k | 20.47 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $228k | 3.9k | 58.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $210k | 579.00 | 362.69 | |
| At&t (T) | 0.2 | $170k | 10k | 16.36 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $131k | 24k | 5.38 |
