MF

Meridian Financial Partners LLC

13F
Meridian Financial Partners LLC
Last update 2025-01-14 100 Stocks (8 new)
Value $190.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(15.69%)DGRO(11.31%)JPST(4.95%)AAPL(4.49%)IWY(4.25%)
Summary Stock Picks Current Portfolio
Meridian Financial Partners LL... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
55,195
29,740.0
-7.49%
15.690
-1.19%
0.010
+2.97%
+1.98%
554,303.7
 
DGRO 		iShares Core Dividend Growth ETF
349,463
21,440.0
+8.25%
11.310
+0.86%
0.070
-1.31%
+2.04%
30,720.5
 
JPST 		JPMorgan Ultra-Short Income ETF
186,193
9,380.0
-33.93%
4.950
-2.45%
0.030
+1.08%
+0.24%
28,239.1
 
AAPL 		Apple Inc
33,971
8,510.0
-0.34%
4.490
-0.01%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
IWY 		iShares Russell Top 200 Growth ETF
34,259
8,060.0
+28.76%
4.250
+0.95%
0.060
+6.67%
+0.79%
14,310.5
 
IVV 		iShares Core S&P 500 ETF
11,645
6,860.0
-0.99%
3.620
-0.03%
0.000
+2.92%
+1.97%
597,435.3
 
VABK 		Virginia National Bankshares Corp
150,561
5,750.0
-4.29%
3.030
-0.14%
2.800
-13.75%
-6.96%
190.9
Banks
MSFT 		Microsoft Corp
13,587
5,730.0
-0.91%
3.020
-0.03%
0.000
+3.16%
+1.79%
3,189,786.9
Software
AMZN 		Amazon.com Inc
18,846
4,140.0
+0.32%
2.180
+0.01%
0.000
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
DGRW 		WisdomTree U.S. Dividend Growth Fund
39,967
3,240.0
+0.81%
1.710
+0.01%
0.020
-2.08%
+1.82%
15,000.9
 

Meridian Financial Partners LLC's Historical Top Holdings Breakdowns

Meridian Financial Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-06-30New Buy
+17.85%
●
455.1 ($481.2) 504.28
$549.46
14.19%
New holding
59,173
59,173
VOO 		Vanguard S&P 500 ETF2023-09-30Sold Out
-12.47%
●
392.7 ($408.89) 420.68
$549.46
34.38%
Sold Out
0
-49,928
VOO 		Vanguard S&P 500 ETF2023-06-30New Buy
+12.47%
●
369.99 ($384.18) 407.28
$549.46
43.02%
New holding
49,928
49,928
SPLV 		Invesco S&P 500 Low Volatility ETF2023-06-30Sold Out
-8.10%
●
60.16 ($62.41) 63.99
$70.90
13.60%
Sold Out
0
-112,426
JEPI 		JPMorgan Equity Premium Income ETF2023-12-31Reduce
-7.94%
●
51.51 ($53.92) 55.33
$58.50
8.49%
Reduce -66.02%
75,046
-145,833
AAPL 		Apple Inc2024-03-31Sold Out
-6.63%
●
169 ($181.83) 195.18
$229.98
26.48%
Sold Out
0
-34,314
SPTS 		SPDR Portfolio Short Term Treasury ETF2024-06-30Reduce
-6.15%
●
28.65 ($28.78) 28.88
$29.02
0.83%
Reduce -82.61%
35,151
-166,944
QUAL 		iShares MSCI USA Quality Factor ETF2023-06-30Reduce
-6.12%
●
121.62 ($126.88) 134.87
$180.69
42.41%
Reduce -86.43%
6,758
-43,037
JEPI 		JPMorgan Equity Premium Income ETF2023-06-30Add
+5.48%
●
53.49 ($54.36) 55.33
$58.50
7.62%
Add 345.87%
211,358
163,955
JEPI 		JPMorgan Equity Premium Income ETF2024-03-31Sold Out
-4.24%
●
54.75 ($56.34) 57.86
$58.50
3.83%
Sold Out
0
-75,046

Meridian Financial Partners LLC Total Holding History ($B)

To

Meridian Financial Partners LLC's Asset Allocation

To

Meridian Financial Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridian Financial Partners LLC's Hypothetical Growth since 2024-12-31

Meridian Financial Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Meridian Financial Partners LLC's Holdings Heat Map

Size field:

Meridian Financial Partners LLC's Holdings Bubble Chart

Meridian Financial Partners LLC News

  • 1

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