Meridian Financial Partners

Meridian Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 100 positions in its portfolio as reported in the December 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) 15.7 $30M 55k 538.82
Ishares Tr Core Div Grwth (DGRO) 11.3 $21M 350k 61.34
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.0 $9.4M 186k 50.37
Apple (AAPL) 4.5 $8.5M 34k 250.42
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.3 $8.1M 34k 235.27
Ishares Tr Core S&p500 Etf (IVV) 3.6 $6.9M 12k 588.66
Virginia Natl Bankshares (VABK) 3.0 $5.8M 151k 38.20
Microsoft Corporation (MSFT) 3.0 $5.7M 14k 421.51
Amazon (AMZN) 2.2 $4.1M 19k 219.41
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.7 $3.2M 40k 80.94
Exxon Mobil Corporation (XOM) 1.7 $3.2M 30k 107.57
NVIDIA Corporation (NVDA) 1.7 $3.2M 24k 134.28
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $3.1M 41k 74.72
Wisdomtree Tr Us Largecap Divd (DLN) 1.6 $3.0M 38k 77.78
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.9M 15k 189.28
Visa Com Cl A (V) 1.4 $2.7M 8.4k 316.06
JPMorgan Chase & Co. (JPM) 1.3 $2.4M 10k 239.74
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.2M 6.5k 334.31
Procter & Gamble Company (PG) 1.1 $2.1M 13k 167.67
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $2.1M 24k 88.41
Chevron Corporation (CVX) 1.0 $1.9M 13k 144.83
Crowdstrike Hldgs Cl A (CRWD) 1.0 $1.9M 5.6k 342.09
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.8M 9.4k 190.45
Nextera Energy (NEE) 0.9 $1.7M 24k 71.68
Broadcom (AVGO) 0.9 $1.7M 7.3k 231.87
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.6M 19k 87.35
Johnson & Johnson (JNJ) 0.8 $1.5M 11k 144.64
Generac Holdings (GNRC) 0.8 $1.5M 9.6k 155.06
salesforce (CRM) 0.8 $1.5M 4.4k 334.39
Duke Energy Corp Com New (DUK) 0.8 $1.5M 14k 107.77
UnitedHealth (UNH) 0.8 $1.5M 2.9k 505.71
Advanced Micro Devices (AMD) 0.7 $1.4M 11k 120.76
Host Hotels & Resorts (HST) 0.7 $1.4M 78k 17.53
Tesla Motors (TSLA) 0.7 $1.3M 3.3k 403.89
Merck & Co (MRK) 0.7 $1.3M 13k 99.50
Metropcs Communications (TMUS) 0.7 $1.3M 5.8k 220.76
Verizon Communications (VZ) 0.7 $1.2M 31k 40.00
Labcorp Holdings Com Shs (LH) 0.7 $1.2M 5.4k 229.31
Servicenow (NOW) 0.6 $1.2M 1.1k 1060.10
L3harris Technologies (LHX) 0.6 $1.2M 5.7k 210.34
Us Bancorp Del Com New (USB) 0.6 $1.2M 25k 47.83
John Marshall Ban (JMSB) 0.6 $1.2M 58k 20.08
Coca-Cola Company (KO) 0.6 $1.2M 19k 62.25
Comcast Corp Cl A (CMCSA) 0.6 $1.1M 30k 37.53
Union Pacific Corporation (UNP) 0.6 $1.1M 4.7k 228.15
Roper Industries (ROP) 0.6 $1.1M 2.1k 519.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.0M 5.8k 178.00
Capital One Financial (COF) 0.5 $989k 5.5k 178.29
Rithm Capital Corp Com New (RITM) 0.5 $898k 83k 10.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $891k 1.7k 511.19
Quanta Services (PWR) 0.4 $802k 2.5k 316.25
Dominion Resources (D) 0.4 $752k 14k 53.83
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $742k 42k 17.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $740k 2.6k 289.86
Pfizer (PFE) 0.4 $737k 28k 26.53
ON Semiconductor (ON) 0.4 $663k 11k 63.03
Home Depot (HD) 0.3 $633k 1.6k 389.06
Kenvue (KVUE) 0.3 $624k 29k 21.36
Ford Motor Company (F) 0.3 $602k 61k 9.90
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $548k 9.7k 56.34
Albemarle Corporation (ALB) 0.3 $515k 6.0k 86.06
Vanguard World Utilities Etf (VPU) 0.3 $505k 3.1k 163.32
Wal-Mart Stores (WMT) 0.2 $471k 5.2k 90.33
Oneok (OKE) 0.2 $454k 4.5k 100.49
Aspen Technology 0.2 $440k 1.8k 249.43
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $436k 7.7k 56.76
Vanguard Index Fds Small Cp Etf (VB) 0.2 $431k 1.8k 240.51
International Business Machines (IBM) 0.2 $411k 1.9k 219.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $407k 6.5k 62.28
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $391k 7.9k 49.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $388k 3.0k 128.69
Costco Wholesale Corporation (COST) 0.2 $379k 414.00 915.46
Vanguard Index Fds Growth Etf (VUG) 0.2 $366k 892.00 410.31
Caterpillar (CAT) 0.2 $361k 994.00 363.18
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $360k 22k 16.37
Caci Intl Cl A (CACI) 0.2 $355k 878.00 404.33
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $348k 19k 18.33
Ishares Tr Msci Eafe Etf (EFA) 0.2 $337k 4.5k 75.65
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $317k 13k 25.22
Abbvie (ABBV) 0.2 $306k 1.7k 177.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $305k 673.00 453.19
Cisco Systems (CSCO) 0.2 $297k 5.0k 59.16
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $293k 6.0k 48.91
Truist Financial Corp equities (TFC) 0.2 $292k 6.7k 43.45
Eaton Corp SHS (ETN) 0.2 $285k 859.00 331.78
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $267k 2.5k 104.87
Lowe's Companies (LOW) 0.1 $252k 1.0k 246.33
Leidos Holdings (LDOS) 0.1 $239k 1.7k 144.15
Cbre Group Cl A (CBRE) 0.1 $236k 1.8k 131.11
Lockheed Martin Corporation (LMT) 0.1 $233k 480.00 485.42
Pepsi (PEP) 0.1 $227k 1.5k 151.74
Oracle Corporation (ORCL) 0.1 $226k 1.4k 167.04
Trane Technologies SHS (TT) 0.1 $225k 609.00 369.46
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $216k 6.1k 35.27
Philip Morris International (PM) 0.1 $214k 1.8k 120.09
Danaher Corporation (DHR) 0.1 $208k 904.00 230.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $205k 1.2k 164.53
Mondelez Intl Cl A (MDLZ) 0.1 $204k 3.4k 59.77
Waste Management (WM) 0.1 $202k 1.0k 202.00
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $196k 11k 17.24