Meridian Financial Partners

Meridian Financial Partners as of June 30, 2025

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 105 positions in its portfolio as reported in the June 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) 12.5 $27M 47k 568.03
Ishares Tr Core Div Grwth (DGRO) 11.1 $24M 370k 63.94
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 7.9 $17M 285k 59.21
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.2 $9.0M 37k 246.52
Apple (AAPL) 3.4 $7.2M 35k 205.18
Microsoft Corporation (MSFT) 3.3 $7.1M 14k 497.39
Ishares Tr Core S&p500 Etf (IVV) 3.3 $6.9M 11k 620.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.3 $6.9M 137k 50.68
Virginia Natl Bankshares (VABK) 2.6 $5.5M 149k 37.00
Amazon (AMZN) 2.0 $4.2M 19k 219.40
NVIDIA Corporation (NVDA) 1.8 $3.8M 24k 157.99
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $3.5M 45k 77.33
Exxon Mobil Corporation (XOM) 1.6 $3.3M 31k 107.80
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.6 $3.3M 40k 83.75
Wisdomtree Tr Us Largecap Divd (DLN) 1.4 $3.1M 37k 82.14
Visa Com Cl A (V) 1.3 $2.8M 8.0k 355.08
Crowdstrike Hldgs Cl A (CRWD) 1.3 $2.8M 5.5k 509.26
JPMorgan Chase & Co. (JPM) 1.3 $2.8M 9.7k 289.88
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.7M 16k 176.21
Ishares Tr Russell 3000 Etf (IWV) 1.0 $2.2M 6.3k 350.98
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.2M 24k 91.99
Broadcom (AVGO) 1.0 $2.1M 7.6k 275.65
Procter & Gamble Company (PG) 1.0 $2.0M 13k 159.32
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.9 $2.0M 61k 32.89
Chevron Corporation (CVX) 0.9 $2.0M 14k 143.19
Oracle Corporation (ORCL) 0.8 $1.7M 7.9k 218.70
Advanced Micro Devices (AMD) 0.8 $1.7M 12k 141.92
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.7M 9.5k 177.39
Nextera Energy (NEE) 0.8 $1.7M 24k 69.41
Johnson & Johnson (JNJ) 0.8 $1.6M 11k 152.77
Duke Energy Corp Com New (DUK) 0.8 $1.6M 14k 117.97
Capital One Financial (COF) 0.7 $1.5M 6.9k 212.79
L3harris Technologies (LHX) 0.7 $1.5M 5.8k 250.90
Generac Holdings (GNRC) 0.7 $1.4M 10k 143.17
Labcorp Holdings Com Shs (LH) 0.7 $1.4M 5.4k 262.52
Ishares Tr Msci Intl Qualty (IQLT) 0.7 $1.4M 33k 43.21
Verizon Communications (VZ) 0.6 $1.3M 31k 43.27
Coca-Cola Company (KO) 0.6 $1.3M 19k 70.74
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $1.3M 5.8k 226.52
salesforce (CRM) 0.6 $1.3M 4.7k 272.69
Host Hotels & Resorts (HST) 0.6 $1.2M 80k 15.36
Roper Industries (ROP) 0.6 $1.2M 2.1k 566.63
Us Bancorp Del Com New (USB) 0.6 $1.2M 26k 45.26
Merck & Co (MRK) 0.5 $1.1M 14k 79.13
Comcast Corp Cl A (CMCSA) 0.5 $1.1M 31k 35.68
Union Pacific Corporation (UNP) 0.5 $1.1M 4.8k 230.06
John Marshall Ban (JMSB) 0.5 $1.1M 58k 18.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.0M 5.5k 182.75
Rithm Capital Corp Com New (RITM) 0.5 $1.0M 90k 11.29
Tesla Motors (TSLA) 0.5 $1.0M 3.2k 317.51
Quanta Services (PWR) 0.4 $945k 2.5k 378.00
UnitedHealth (UNH) 0.4 $922k 3.0k 311.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $913k 1.7k 551.66
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $876k 49k 17.79
Eli Lilly & Co. (LLY) 0.4 $836k 1.1k 779.12
Dominion Resources (D) 0.4 $799k 14k 56.53
Pfizer (PFE) 0.4 $786k 32k 24.23
Servicenow (NOW) 0.4 $771k 750.00 1028.00
Metropcs Communications (TMUS) 0.4 $746k 3.1k 238.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $679k 13k 54.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $656k 2.2k 303.70
Home Depot (HD) 0.3 $609k 1.7k 366.65
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $594k 9.1k 65.49
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $588k 4.3k 135.36
Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $585k 34k 17.12
Wal-Mart Stores (WMT) 0.3 $536k 5.5k 97.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $505k 1.0k 486.04
Vanguard World Utilities Etf (VPU) 0.2 $498k 2.8k 176.35
International Business Machines (IBM) 0.2 $492k 1.7k 294.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $468k 8.2k 56.83
Caterpillar (CAT) 0.2 $464k 1.2k 388.61
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $458k 7.7k 59.59
Kenvue (KVUE) 0.2 $440k 21k 20.95
Costco Wholesale Corporation (COST) 0.2 $415k 419.00 990.45
Booking Holdings (BKNG) 0.2 $405k 70.00 5785.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $399k 6.4k 62.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $393k 4.5k 88.22
Vanguard Index Fds Growth Etf (VUG) 0.2 $385k 878.00 438.50
Ishares Tr Msci Eafe Etf (EFA) 0.2 $380k 4.3k 89.31
Vanguard Index Fds Small Cp Etf (VB) 0.2 $379k 1.6k 236.88
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $372k 3.4k 109.54
Oneok (OKE) 0.2 $369k 4.5k 81.67
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $369k 13k 29.26
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $368k 22k 16.80
Cisco Systems (CSCO) 0.2 $360k 5.2k 69.46
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $354k 19k 18.72
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $331k 6.0k 55.25
Eaton Corp SHS (ETN) 0.1 $307k 860.00 356.98
Abbvie (ABBV) 0.1 $290k 1.6k 185.42
Truist Financial Corp equities (TFC) 0.1 $284k 6.6k 42.95
At&t (T) 0.1 $276k 9.6k 28.90
Trane Technologies SHS (TT) 0.1 $266k 609.00 436.78
Philip Morris International (PM) 0.1 $259k 1.4k 182.39
Albemarle Corporation (ALB) 0.1 $258k 4.1k 62.73
Lowe's Companies (LOW) 0.1 $234k 1.1k 221.80
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $232k 2.7k 84.76
Mondelez Intl Cl A (MDLZ) 0.1 $230k 3.4k 67.39
Waste Management (WM) 0.1 $229k 1.0k 229.00
Lockheed Martin Corporation (LMT) 0.1 $222k 480.00 462.50
Cbre Group Cl A (CBRE) 0.1 $217k 1.5k 140.27
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $215k 6.1k 35.10
Emerson Electric (EMR) 0.1 $211k 1.6k 133.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $207k 1.1k 194.37
Ab Active Etfs Conservative (BUFC) 0.1 $201k 5.1k 39.52
Tortoise Capital Series Trus Energy Fd (TNGY) 0.1 $114k 12k 9.21