Meridian Financial Partners as of March 31, 2024
Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 21.1 | $16M | 297k | 55.23 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 17.6 | $14M | 272k | 50.32 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 7.5 | $5.8M | 202k | 28.70 | |
| Exxon Mobil Corporation (XOM) | 4.5 | $3.5M | 29k | 118.67 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.6 | $2.8M | 38k | 72.92 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 3.4 | $2.6M | 38k | 68.75 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.0 | $2.3M | 44k | 52.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $2.3M | 15k | 154.39 | |
| Visa Com Cl A (V) | 2.8 | $2.2M | 8.1k | 271.36 | |
| NVIDIA Corporation (NVDA) | 2.3 | $1.8M | 2.1k | 874.34 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $1.8M | 9.8k | 180.85 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $1.6M | 5.4k | 299.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $1.5M | 9.4k | 155.97 | |
| Nextera Energy (NEE) | 1.8 | $1.4M | 23k | 61.69 | |
| Host Hotels & Resorts (HST) | 1.8 | $1.4M | 73k | 19.08 | |
| Verizon Communications (VZ) | 1.7 | $1.3M | 33k | 39.78 | |
| UnitedHealth (UNH) | 1.6 | $1.3M | 2.7k | 468.95 | |
| Duke Energy Corp Com New (DUK) | 1.6 | $1.2M | 13k | 92.91 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $1.2M | 30k | 39.11 | |
| salesforce (CRM) | 1.4 | $1.1M | 4.0k | 277.29 | |
| John Marshall Ban (JMSB) | 1.4 | $1.1M | 65k | 16.26 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 1.3 | $1.0M | 5.0k | 202.02 | |
| Servicenow (NOW) | 1.2 | $938k | 1.3k | 744.44 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $922k | 5.8k | 158.26 | |
| Capital One Financial (COF) | 0.9 | $709k | 5.2k | 136.35 | |
| Merck & Co (MRK) | 0.9 | $701k | 5.6k | 125.09 | |
| Kenvue (KVUE) | 0.9 | $668k | 35k | 19.12 | |
| Dominion Resources (D) | 0.8 | $652k | 14k | 46.84 | |
| Tesla Motors (TSLA) | 0.7 | $522k | 3.3k | 157.09 | |
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.5 | $406k | 8.2k | 49.51 | |
| Vanguard World Utilities Etf (VPU) | 0.5 | $369k | 2.7k | 135.91 | |
| Aspen Technology (AZPN) | 0.5 | $354k | 1.8k | 200.68 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $302k | 6.1k | 49.53 | |
| Abbvie (ABBV) | 0.4 | $286k | 1.8k | 162.59 | |
| Costco Wholesale Corporation (COST) | 0.4 | $286k | 400.00 | 715.00 | |
| Eaton Corp SHS (ETN) | 0.3 | $252k | 800.00 | 315.00 | |
| Truist Financial Corp equities (TFC) | 0.3 | $248k | 7.0k | 35.57 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $239k | 12k | 20.47 | |
| Cisco Systems (CSCO) | 0.3 | $239k | 5.0k | 47.91 | |
| ConocoPhillips (COP) | 0.3 | $230k | 1.8k | 129.58 | |
| Waste Management (WM) | 0.3 | $205k | 1.0k | 205.00 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $77k | 24k | 3.16 |
