Meridian Financial Partners

Meridian Financial Partners as of Sept. 30, 2025

Portfolio Holdings for Meridian Financial Partners

Meridian Financial Partners holds 113 positions in its portfolio as reported in the September 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) 11.9 $29M 46k 618.77
Ishares Tr Core Div Grwth (DGRO) 10.7 $26M 376k 68.50
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 8.1 $20M 305k 63.79
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.4 $11M 38k 277.56
Apple (AAPL) 3.7 $9.0M 35k 258.06
Ishares Tr Msci Intl Vlu Ft (IVLU) 3.6 $8.6M 241k 35.65
Ishares Tr Core S&p500 Etf (IVV) 3.1 $7.3M 11k 676.42
Microsoft Corporation (MSFT) 3.0 $7.3M 14k 524.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $6.8M 133k 50.63
Virginia Natl Bankshares (VABK) 2.3 $5.5M 141k 38.70
NVIDIA Corporation (NVDA) 1.9 $4.7M 25k 189.11
Amazon (AMZN) 1.8 $4.3M 19k 225.22
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.8M 16k 244.62
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $3.6M 47k 77.99
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.4 $3.4M 39k 89.14
Exxon Mobil Corporation (XOM) 1.4 $3.4M 30k 114.02
Wisdomtree Tr Us Largecap Divd (DLN) 1.3 $3.2M 37k 86.93
JPMorgan Chase & Co. (JPM) 1.2 $2.9M 9.6k 304.03
Visa Com Cl A (V) 1.2 $2.9M 8.1k 351.36
Crowdstrike Hldgs Cl A (CRWD) 1.2 $2.8M 5.6k 509.95
Advanced Micro Devices (AMD) 1.2 $2.8M 12k 235.56
Broadcom (AVGO) 1.1 $2.6M 7.6k 345.48
Ishares Tr Russell 3000 Etf (IWV) 1.0 $2.4M 6.2k 382.94
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.4M 9.6k 245.46
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $2.3M 24k 97.25
Chevron Corporation (CVX) 0.9 $2.1M 14k 153.74
Nextera Energy (NEE) 0.8 $2.0M 24k 84.04
Oracle Corporation (ORCL) 0.8 $2.0M 7.1k 288.65
Procter & Gamble Company (PG) 0.8 $1.9M 13k 150.69
L3harris Technologies (LHX) 0.8 $1.8M 6.0k 306.76
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.8M 5.8k 304.52
Duke Energy Corp Com New (DUK) 0.7 $1.7M 14k 125.23
Generac Holdings (GNRC) 0.7 $1.7M 10k 171.33
Labcorp Holdings Com Shs (LH) 0.6 $1.5M 5.5k 277.53
Vaneck Etf Trust Preferred Securt (PFXF) 0.6 $1.5M 85k 18.03
Capital One Financial (COF) 0.6 $1.5M 7.0k 211.92
Tesla Motors (TSLA) 0.6 $1.4M 3.2k 438.69
Verizon Communications (VZ) 0.5 $1.3M 32k 41.32
Johnson & Johnson (JNJ) 0.5 $1.3M 6.9k 189.69
Host Hotels & Resorts (HST) 0.5 $1.3M 79k 16.25
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $1.3M 28k 45.00
Us Bancorp Del Com New (USB) 0.5 $1.3M 27k 46.99
Merck & Co (MRK) 0.5 $1.2M 14k 86.40
Coca-Cola Company (KO) 0.5 $1.2M 18k 66.12
salesforce (CRM) 0.5 $1.2M 4.9k 240.43
Union Pacific Corporation (UNP) 0.5 $1.1M 4.8k 232.67
Roper Industries (ROP) 0.5 $1.1M 2.2k 520.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.1M 5.6k 196.69
Quanta Services (PWR) 0.5 $1.1M 2.5k 443.45
John Marshall Ban (JMSB) 0.5 $1.1M 58k 18.89
Rithm Capital Corp Com New (RITM) 0.4 $1.0M 93k 10.95
Eli Lilly & Co. (LLY) 0.4 $964k 1.1k 845.73
Comcast Corp Cl A (CMCSA) 0.4 $956k 31k 30.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $912k 1.5k 611.44
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $903k 49k 18.30
Danaher Corporation (DHR) 0.4 $896k 4.4k 204.96
Dominion Resources (D) 0.4 $856k 14k 60.57
Pfizer (PFE) 0.4 $849k 33k 25.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $770k 2.3k 331.81
Metropcs Communications (TMUS) 0.3 $746k 3.3k 226.58
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $669k 12k 57.66
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $645k 9.2k 70.45
Home Depot (HD) 0.3 $638k 1.7k 383.67
Caterpillar (CAT) 0.3 $605k 1.2k 502.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $584k 4.0k 147.19
UnitedHealth (UNH) 0.2 $574k 1.6k 369.81
Wal-Mart Stores (WMT) 0.2 $559k 5.4k 102.90
Vanguard World Utilities Etf (VPU) 0.2 $553k 2.8k 196.94
Servicenow (NOW) 0.2 $548k 599.00 914.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $518k 1.0k 499.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $508k 8.9k 56.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $496k 1.0k 487.00
International Business Machines (IBM) 0.2 $484k 1.7k 289.46
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.2 $480k 7.6k 62.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $426k 6.5k 65.81
Vanguard Index Fds Small Cp Etf (VB) 0.2 $413k 1.6k 257.98
Ishares Tr Msci Eafe Etf (EFA) 0.2 $403k 4.3k 94.75
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $395k 13k 31.20
Costco Wholesale Corporation (COST) 0.2 $383k 419.00 914.80
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $375k 3.1k 119.67
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $371k 22k 16.92
Booking Holdings (BKNG) 0.2 $364k 71.00 5131.23
Abbvie (ABBV) 0.2 $364k 1.6k 231.24
Cisco Systems (CSCO) 0.1 $358k 5.1k 70.33
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $356k 19k 18.83
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $341k 6.0k 57.14
Oneok (OKE) 0.1 $327k 4.5k 72.39
Eaton Corp SHS (ETN) 0.1 $324k 859.00 376.70
Kenvue (KVUE) 0.1 $315k 20k 16.08
Truist Financial Corp equities (TFC) 0.1 $292k 6.6k 44.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $269k 3.7k 72.54
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $265k 2.7k 96.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $263k 3.5k 74.28
Trane Technologies SHS (TT) 0.1 $260k 609.00 426.37
At&t (T) 0.1 $256k 9.7k 26.25
Honeywell International (HON) 0.1 $254k 1.2k 209.85
Lowe's Companies (LOW) 0.1 $251k 1.1k 237.59
Lockheed Martin Corporation (LMT) 0.1 $247k 480.00 514.02
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $239k 4.8k 49.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $238k 2.7k 89.25
Cbre Group Cl A (CBRE) 0.1 $235k 1.5k 151.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $223k 1.2k 179.13
Philip Morris International (PM) 0.1 $221k 1.4k 155.27
Waste Management (WM) 0.1 $220k 1.0k 219.98
Albemarle Corporation (ALB) 0.1 $214k 2.3k 91.67
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 0.1 $212k 6.1k 34.68
Mondelez Intl Cl A (MDLZ) 0.1 $211k 3.4k 61.65
Emerson Electric (EMR) 0.1 $211k 1.6k 132.94
Ab Active Etfs Conservative (BUFC) 0.1 $207k 5.1k 40.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $205k 1.0k 204.95
Intel Corporation (INTC) 0.1 $204k 5.5k 37.43
Pepsi (PEP) 0.1 $201k 1.4k 138.84
Tortoise Capital Series Trus Energy Fd (TNGY) 0.0 $113k 12k 9.16