Meridian Financial Partners LLC Buys Invesco BulletShares 2022 Corporate Bond, Sells Apple Inc, Occidental Petroleum Corp

Jul 19, 2019

Investment company Meridian Financial Partners LLC (Current Portfolio) buys Invesco BulletShares 2022 Corporate Bond, sells Apple Inc, Occidental Petroleum Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Meridian Financial Partners LLC. As of 2019Q2, Meridian Financial Partners LLC owns 49 stocks with a total value of $73 million. These are the details of the buys and sells.

New Purchases: BSCM,
Added Positions: DLS, BMY, IXUS, EXC, AMAT, DUK, BKNG, CVS, DHR, VLO, NEE, UNH, IBM, WBA,
Reduced Positions: IVV, AAPL, FBSS, MRK, MSFT, GOOG, V, BA, DIS, HD, AMZN,
Sold Out: OXY,

For the details of Meridian Financial Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/meridian+financial+partners+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Meridian Financial Partners LLC

Vanguard S&P 500 (VOO) - 41,147 shares, 15.51% of the total portfolio. Shares reduced by 0.74%
WisdomTree International SmallCap Fund (DLS) - 121,475 shares, 11.00% of the total portfolio. Shares added by 1.26%
WisdomTree U.S. LargeCap Dividend Fund (DLN) - 62,260 shares, 8.43% of the total portfolio. Shares added by 0.56%
iShares Russell Mid-Cap (IWR) - 100,116 shares, 7.83% of the total portfolio. Shares added by 0.24%
iShares Russell 3000 (IWV) - 30,649 shares, 7.40% of the total portfolio. Shares added by 0.95%

New Purchase: Invesco BulletShares 2022 Corporate Bond (BSCM)

Meridian Financial Partners LLC initiated holding in Invesco BulletShares 2022 Corporate Bond. The purchase prices were between $21.01 and $21.43, with an estimated average price of $21.17. The stock is now traded at around $21.40. The impact to a portfolio due to this purchase was 0.35%. The holding were 11,981 shares as of .

Sold Out: Occidental Petroleum Corp (OXY)

Meridian Financial Partners LLC sold out a holding in Occidental Petroleum Corp. The sale prices were between $47.43 and $68.37, with an estimated average price of $56.32.

Here is the complete portfolio of Meridian Financial Partners LLC. Also check out:

1. Meridian Financial Partners LLC's Undervalued Stocks
2. Meridian Financial Partners LLC's Top Growth Companies, and
3. Meridian Financial Partners LLC's High Yield stocks
4. Stocks that Meridian Financial Partners LLC keeps buying

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