MF
| |
Meridian Financial, LLC13F | |
| Meridian Financial, LLC | |
| Last update 2025-07-16 | 127 Stocks (9 new) |
| Value $155.00 Mil | Turnover 4 % |
Meridian Financial, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 204,155 | 10,346.6 | +4.44% | 6.690 | +0.28% | 0.030 | +0.10% | +0.48% | 32,246.2 | ||
SCHD | Schwab US Dividend Equity ETF | 364,231 | 9,652.1 | +0.51% | 6.250 | +0.03% | 0.010 | +6.11% | -0.15% | 71,237.6 | ||
IVV | iShares Core S&P 500 ETF | 15,109 | 9,381.1 | -1.23% | 6.070 | -0.07% | 0.000 | +16.09% | +8.31% | 642,461.0 | ||
DGRO | iShares Core Dividend Growth ETF | 118,024 | 7,546.4 | +3.01% | 4.880 | +0.14% | 0.020 | +10.30% | +6.86% | 32,734.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 67,805 | 7,410.4 | -0.32% | 4.800 | -0.02% | 0.010 | +12.45% | -2.52% | 81,849.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 118,001 | 7,318.4 | -0.09% | 4.740 | 0% | 0.010 | +12.23% | +2.39% | 97,797.3 | ||
VO | Vanguard Mid-Cap ETF | 17,496 | 4,895.8 | +0.42% | 3.170 | +0.01% | 0.010 | +13.14% | +8.83% | 80,610.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 59,729 | 4,341.7 | +4.14% | 2.810 | +0.11% | 0.010 | +16.13% | +8.28% | 78,151.1 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 21,571 | 3,920.4 | +3.67% | 2.540 | +0.09% | 0.010 | +11.41% | +6.62% | 74,989.8 | ||
SDY | SPDR Dividend ETF | 26,277 | 3,566.6 | +6.60% | 2.310 | +0.14% | 0.020 | +7.00% | +5.70% | 20,456.3 |
Meridian Financial, LLC's Historical Top Holdings Breakdowns
Meridian Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +0.28% | 50.36 ($50.51) 50.68 | $50.61 | 0.20% | Add 4.44% | 204,155 | 8,680 | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2025-06-30 | Add Add | +0.20% | 28.91 ($32.1) 33.28 | $33.64 | 4.80% | Add 149.86% | 15,569 | 9,338 | |
ORCL | Oracle Corp | 2025-06-30 | New Buy New Buy | +0.20% | 122.82 ($161.13) 218.63 | $242.83 | 50.70% | New holding | 1,395 | 1,395 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | New Buy New Buy | +0.18% | 51.14 ($55.42) 57.14 | $57.17 | 3.16% | New holding | 4,880 | 4,880 | |
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2025-06-30 | New Buy New Buy | +0.18% | 24.12 ($25.01) 25.48 | $25.46 | 1.80% | New holding | 11,124 | 11,124 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.18% | 274.35 ($384.44) 599.47 | $278.58 | -27.54% | Sold Out | 0 | -503 | |
AVGO | Broadcom Inc | 2025-06-30 | New Buy New Buy | +0.17% | 146.29 ($216.36) 275.65 | $288.71 | 33.44% | New holding | 940 | 940 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-06-30 | Add Add | +0.15% | 71.28 ($79.35) 83.74 | $85.83 | 8.17% | Add 7.4% | 40,251 | 2,775 | |
RWJ |
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P SmallCap 600 Revenue ETF
| 2025-06-30 | New Buy New Buy | +0.14% | 34.78 ($40.29) 43.42 | $45.40 | 12.68% | New holding | 4,910 | 4,910 | |
PPA | Invesco Aerospace & Defense ETF | 2025-06-30 | New Buy New Buy | +0.14% | 105.2 ($126.54) 141.69 | $146.38 | 15.68% | New holding | 1,500 | 1,500 |
Meridian Financial, LLC Total Holding History ($B)
Meridian Financial, LLC's Asset Allocation
Meridian Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Meridian Financial, LLC's Hypothetical Growth since 2025-06-30
Meridian Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meridian Financial, LLC's Holdings Heat Map
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Meridian Financial, LLC's Holdings Bubble Chart
Meridian Financial, LLC News
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