Meridian Financial Partners

Meridian Financial Partners as of March 31, 2025

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 104 positions in its portfolio as reported in the March 2025 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) 13.7 $27M 53k 513.91
Ishares Tr Core Div Grwth (DGRO) 11.2 $22M 357k 61.78
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 7.4 $15M 262k 55.98
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.1 $8.1M 161k 50.63
Apple (AAPL) 3.9 $7.7M 35k 222.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.7 $7.3M 35k 210.95
Ishares Tr Core S&p500 Etf (IVV) 3.2 $6.4M 11k 561.87
Virginia Natl Bankshares (VABK) 2.8 $5.4M 151k 36.08
Microsoft Corporation (MSFT) 2.7 $5.3M 14k 375.43
Amazon (AMZN) 1.8 $3.6M 19k 190.27
Exxon Mobil Corporation (XOM) 1.8 $3.6M 30k 118.94
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $3.3M 43k 76.57
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.6 $3.2M 40k 79.85
Wisdomtree Tr Us Largecap Divd (DLN) 1.5 $3.0M 37k 79.38
Visa Com Cl A (V) 1.5 $2.9M 8.2k 350.49
NVIDIA Corporation (NVDA) 1.3 $2.6M 24k 108.40
JPMorgan Chase & Co. (JPM) 1.2 $2.5M 10k 245.31
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.4M 15k 154.61
Chevron Corporation (CVX) 1.2 $2.3M 14k 167.31
Procter & Gamble Company (PG) 1.1 $2.2M 13k 170.39
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.1M 6.5k 317.70
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.0M 24k 85.09
Crowdstrike Hldgs Cl A (CRWD) 1.0 $2.0M 5.6k 352.63
Johnson & Johnson (JNJ) 0.9 $1.8M 11k 165.87
Nextera Energy (NEE) 0.9 $1.7M 24k 70.87
Duke Energy Corp Com New (DUK) 0.8 $1.7M 14k 121.95
UnitedHealth (UNH) 0.8 $1.5M 2.9k 523.71
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.5M 9.7k 156.19
Verizon Communications (VZ) 0.7 $1.4M 31k 45.35
Coca-Cola Company (KO) 0.7 $1.3M 19k 71.60
Broadcom (AVGO) 0.6 $1.3M 7.6k 167.48
Labcorp Holdings Com Shs (LH) 0.6 $1.3M 5.4k 232.83
Merck & Co (MRK) 0.6 $1.2M 14k 89.79
Advanced Micro Devices (AMD) 0.6 $1.2M 12k 102.75
Capital One Financial (COF) 0.6 $1.2M 6.9k 179.33
Generac Holdings (GNRC) 0.6 $1.2M 9.7k 126.66
Roper Industries (ROP) 0.6 $1.2M 2.1k 589.57
L3harris Technologies (LHX) 0.6 $1.2M 5.8k 209.29
salesforce (CRM) 0.6 $1.2M 4.5k 268.25
Union Pacific Corporation (UNP) 0.6 $1.1M 4.7k 236.16
Host Hotels & Resorts (HST) 0.6 $1.1M 79k 14.21
Comcast Corp Cl A (CMCSA) 0.6 $1.1M 30k 36.88
Oracle Corporation (ORCL) 0.6 $1.1M 7.9k 139.80
Us Bancorp Del Com New (USB) 0.5 $1.1M 26k 42.22
Rithm Capital Corp Com New (RITM) 0.5 $985k 86k 11.45
John Marshall Ban (JMSB) 0.5 $952k 58k 16.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $928k 5.4k 170.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $928k 5.6k 166.01
Servicenow (NOW) 0.5 $904k 1.1k 795.77
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $869k 49k 17.59
Eli Lilly & Co. (LLY) 0.4 $865k 1.0k 826.17
Metropcs Communications (TMUS) 0.4 $817k 3.1k 266.56
Tesla Motors (TSLA) 0.4 $816k 3.1k 259.21
Dominion Resources (D) 0.4 $792k 14k 56.04
Pfizer (PFE) 0.4 $774k 31k 25.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $755k 1.6k 468.65
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $750k 19k 39.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $682k 2.5k 274.67
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $645k 7.1k 90.96
Quanta Services (PWR) 0.3 $637k 2.5k 254.29
Home Depot (HD) 0.3 $596k 1.6k 366.32
Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $530k 32k 16.75
Kenvue (KVUE) 0.3 $529k 22k 23.99
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $526k 10k 51.75
Wal-Mart Stores (WMT) 0.2 $481k 5.5k 87.81
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $464k 7.9k 58.95
International Business Machines (IBM) 0.2 $460k 1.8k 248.78
Vanguard World Utilities Etf (VPU) 0.2 $453k 2.7k 170.94
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $452k 3.7k 121.96
Oneok (OKE) 0.2 $448k 4.5k 99.16
Albemarle Corporation (ALB) 0.2 $434k 6.0k 72.05
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $423k 7.7k 55.04
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $400k 7.0k 57.16
Costco Wholesale Corporation (COST) 0.2 $396k 419.00 945.11
Caterpillar (CAT) 0.2 $394k 1.2k 329.98
Vanguard Index Fds Small Cp Etf (VB) 0.2 $383k 1.7k 222.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $381k 6.5k 58.30
Ishares Tr Msci Eafe Etf (EFA) 0.2 $364k 4.5k 81.71
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $363k 22k 16.57
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $350k 19k 18.50
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $340k 13k 26.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $338k 635.00 532.28
Abbvie (ABBV) 0.2 $327k 1.6k 209.21
Caci Intl Cl A (CACI) 0.2 $322k 878.00 366.74
Cisco Systems (CSCO) 0.2 $320k 5.2k 61.74
Booking Holdings (BKNG) 0.2 $309k 67.00 4611.94
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $291k 3.0k 98.08
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $289k 6.0k 48.24
Truist Financial Corp equities (TFC) 0.1 $275k 6.7k 41.12
Vanguard Index Fds Growth Etf (VUG) 0.1 $272k 733.00 371.08
At&t (T) 0.1 $269k 9.5k 28.27
Philip Morris International (PM) 0.1 $259k 1.6k 158.99
Lowe's Companies (LOW) 0.1 $246k 1.1k 233.18
Eaton Corp SHS (ETN) 0.1 $234k 859.00 272.41
Mondelez Intl Cl A (MDLZ) 0.1 $232k 3.4k 67.98
Waste Management (WM) 0.1 $232k 1.0k 232.00
Pepsi (PEP) 0.1 $227k 1.5k 150.03
Leidos Holdings (LDOS) 0.1 $224k 1.7k 135.10
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $219k 6.1k 35.76
Cbre Group Cl A (CBRE) 0.1 $216k 1.7k 130.91
Lockheed Martin Corporation (LMT) 0.1 $214k 480.00 445.83
Bristol Myers Squibb (BMY) 0.1 $211k 3.5k 60.89
Trane Technologies SHS (TT) 0.1 $205k 609.00 336.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $200k 1.1k 187.79