Meridian Financial Partners

Meridian Financial Partners as of Sept. 30, 2024

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 100 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.9 $32M 60k 527.67
Ishares Tr Core Div Grwth (DGRO) 10.2 $20M 323k 62.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 7.2 $14M 282k 50.74
Apple (AAPL) 4.0 $7.9M 34k 233.01
Ishares Tr Core S&p500 Etf (IVV) 3.4 $6.8M 12k 576.86
Virginia Natl Bankshares (VABK) 3.3 $6.6M 157k 41.65
Microsoft Corporation (MSFT) 3.0 $5.9M 14k 430.28
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.0 $5.9M 27k 220.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $4.9M 50k 98.09
Amazon (AMZN) 1.8 $3.5M 19k 186.31
Exxon Mobil Corporation (XOM) 1.7 $3.5M 30k 117.21
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.7 $3.3M 40k 83.21
Wisdomtree Tr Us Largecap Divd (DLN) 1.5 $3.0M 38k 78.56
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.9M 37k 78.38
NVIDIA Corporation (NVDA) 1.4 $2.9M 24k 121.42
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.5M 15k 165.82
Visa Com Cl A (V) 1.2 $2.3M 8.3k 274.95
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.2M 6.6k 326.68
Procter & Gamble Company (PG) 1.1 $2.1M 12k 173.21
JPMorgan Chase & Co. (JPM) 1.1 $2.1M 9.9k 210.91
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.1M 23k 88.12
Nextera Energy (NEE) 1.0 $2.0M 23k 84.53
Chevron Corporation (CVX) 1.0 $2.0M 13k 147.28
Advanced Micro Devices (AMD) 1.0 $1.9M 12k 164.10
Johnson & Johnson (JNJ) 0.9 $1.7M 11k 162.03
UnitedHealth (UNH) 0.9 $1.7M 2.9k 584.77
Duke Energy Corp Com New (DUK) 0.8 $1.6M 14k 115.30
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.6M 9.4k 167.15
Crowdstrike Hldgs Cl A (CRWD) 0.8 $1.6M 5.6k 280.47
Merck & Co (MRK) 0.8 $1.5M 14k 113.56
Generac Holdings (GNRC) 0.8 $1.5M 9.6k 158.87
Verizon Communications (VZ) 0.8 $1.5M 33k 44.91
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.4M 26k 54.94
L3harris Technologies (LHX) 0.7 $1.4M 5.8k 237.86
Host Hotels & Resorts (HST) 0.7 $1.4M 77k 17.61
Comcast Corp Cl A (CMCSA) 0.7 $1.3M 32k 41.77
Coca-Cola Company (KO) 0.7 $1.3M 18k 71.84
John Marshall Ban (JMSB) 0.6 $1.2M 62k 19.79
Broadcom (AVGO) 0.6 $1.2M 7.1k 172.53
Labcorp Holdings Com Shs (LH) 0.6 $1.2M 5.4k 223.39
salesforce (CRM) 0.6 $1.2M 4.4k 273.72
Us Bancorp Del Com New (USB) 0.6 $1.2M 26k 45.72
Metropcs Communications (TMUS) 0.6 $1.2M 5.7k 206.40
Union Pacific Corporation (UNP) 0.6 $1.1M 4.6k 246.47
Roper Industries (ROP) 0.6 $1.1M 2.0k 556.59
Servicenow (NOW) 0.5 $1.0M 1.2k 894.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.0M 5.8k 179.37
First Tr High Income L/s (FSD) 0.5 $950k 53k 18.09
Pfizer (PFE) 0.5 $943k 33k 28.95
Ford Motor Company (F) 0.5 $903k 86k 10.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $882k 1.8k 487.83
Tesla Motors (TSLA) 0.4 $862k 3.3k 261.77
ON Semiconductor (ON) 0.4 $821k 11k 72.62
Capital One Financial (COF) 0.4 $817k 5.5k 149.66
Kenvue (KVUE) 0.4 $800k 35k 23.12
Albemarle Corporation (ALB) 0.4 $799k 8.4k 94.75
Dominion Resources (D) 0.4 $795k 14k 57.81
Quanta Services (PWR) 0.4 $793k 2.7k 298.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $780k 2.8k 283.02
Nike CL B (NKE) 0.4 $742k 8.4k 88.38
Home Depot (HD) 0.3 $660k 1.6k 405.16
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $651k 33k 19.73
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $484k 29k 16.95
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $479k 26k 18.79
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $476k 23k 20.54
Vanguard World Utilities Etf (VPU) 0.2 $468k 2.7k 173.91
Caci Intl Cl A (CACI) 0.2 $443k 878.00 504.56
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $435k 8.1k 53.92
International Business Machines (IBM) 0.2 $426k 1.9k 221.18
Wal-Mart Stores (WMT) 0.2 $421k 5.2k 80.74
Aspen Technology (AZPN) 0.2 $421k 1.8k 238.66
Vanguard Index Fds Small Cp Etf (VB) 0.2 $414k 1.7k 236.98
Oneok (OKE) 0.2 $411k 4.5k 91.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $407k 6.5k 62.28
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $405k 15k 27.88
Caterpillar (CAT) 0.2 $389k 994.00 391.35
Ishares Tr Msci Eafe Etf (EFA) 0.2 $373k 4.5k 83.73
Costco Wholesale Corporation (COST) 0.2 $367k 414.00 886.47
Abbvie (ABBV) 0.2 $340k 1.7k 197.33
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $327k 6.1k 53.63
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $308k 11k 29.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $305k 663.00 460.03
Eaton Corp SHS (ETN) 0.1 $285k 859.00 331.78
Lockheed Martin Corporation (LMT) 0.1 $281k 480.00 585.42
Truist Financial Corp equities (TFC) 0.1 $279k 6.5k 42.71
Lowe's Companies (LOW) 0.1 $277k 1.0k 270.77
Leidos Holdings (LDOS) 0.1 $270k 1.7k 162.85
Cisco Systems (CSCO) 0.1 $267k 5.0k 53.19
Danaher Corporation (DHR) 0.1 $266k 957.00 277.95
Pepsi (PEP) 0.1 $260k 1.5k 170.16
Mondelez Intl Cl A (MDLZ) 0.1 $251k 3.4k 73.54
Trane Technologies SHS (TT) 0.1 $237k 609.00 389.16
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $233k 6.1k 38.04
Oracle Corporation (ORCL) 0.1 $231k 1.4k 170.73
Cbre Group Cl A (CBRE) 0.1 $224k 1.8k 124.44
Philip Morris International (PM) 0.1 $216k 1.8k 121.21
Accenture Plc Ireland Shs Class A (ACN) 0.1 $212k 599.00 353.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $211k 1.1k 189.92
Waste Management (WM) 0.1 $208k 1.0k 208.00
At&t (T) 0.1 $204k 9.3k 22.05