Meridian Financial Partners LLC Top Holdings and 13F Report (2025) About Meridian Financial Partners LLCInvestment ActivityMeridian Financial Partners LLC has $212.78 thousand in total holdings as of June 30, 2025.Meridian Financial Partners LLC owns shares of 105 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 3.32% of the portfolio was sold this quarter.This quarter, Meridian Financial Partners LLC has purchased 104 new stocks and bought additional shares in 53 stocks.Meridian Financial Partners LLC sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $26,614iShares Core Dividend Growth ETF $23,646JPMorgan Small & Mid Cap Enhanced Equity ETF $16,879iShares Russell Top 200 Growth ETF $9,023Apple $7,156 Largest New Holdings this Quarter 46435G409 - iShares MSCI Intl Value Factor ETF $2,013 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $232 Holding291011104 - Emerson Electric $211 Holding00039J806 - AB ACTIVE ETFS INC $201 Holding890930209 - TORTOISE CAPITAL SERIES TRUS $114 Holding Largest Purchases this Quarter iShares MSCI Intl Value Factor ETF 61,207 shares (about $2.01K)JPMorgan Small & Mid Cap Enhanced Equity ETF 23,087 shares (about $1.37K)iShares Core Dividend Growth ETF 13,357 shares (about $854.04)iShares MSCI Intl Quality Factor ETF 13,858 shares (about $598.86)iShares Russell Top 200 Growth ETF 2,000 shares (about $493.05) Largest Sales this Quarter Vanguard S&P 500 ETF 5,734 shares (about $3.26K)JPMorgan Ultra-Short Income ETF 24,221 shares (about $1.23K)ServiceNow 386 shares (about $396.81)iShares 20+ Year Treasury Bond ETF 2,636 shares (about $232.54)Albemarle 1,911 shares (about $119.87) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$26,614$3,257 ▼-10.9%46,85312.5%ETFDGROiShares Core Dividend Growth ETF$23,646$854 ▲3.7%369,81711.1%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$16,879$1,367 ▲8.8%285,0657.9%ETFIWYiShares Russell Top 200 Growth ETF$9,023$493 ▲5.8%36,6014.2%ETFAAPLApple$7,156$7 ▲0.1%34,8773.4%Computer and TechnologyMSFTMicrosoft$7,058$16 ▲0.2%14,1903.3%Computer and TechnologyIVViShares Core S&P 500 ETF$6,933$97 ▼-1.4%11,1663.3%ETFJPSTJPMorgan Ultra-Short Income ETF$6,920$1,227 ▼-15.1%136,5463.3%ETFVABKVirginia National Bankshares$5,514$57 ▼-1.0%149,0142.6%FinanceAMZNAmazon.com$4,227$31 ▲0.7%19,2662.0%Retail/WholesaleNVDANVIDIA$3,750$57 ▼-1.5%23,7361.8%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$3,460$171 ▲5.2%44,7431.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,306$16 ▼-0.5%39,4751.6%ManufacturingXOMExxon Mobil$3,306$69 ▲2.1%30,6671.6%EnergyDLNWisdomTree U.S. LargeCap Dividend Fund$3,0650.0%37,3141.4%FinanceVVisa$2,846$73 ▼-2.5%8,0151.3%Business ServicesCRWDCrowdStrike$2,806$53 ▼-1.9%5,5101.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,806$99 ▼-3.4%9,6801.3%FinanceGOOGLAlphabet$2,733$36 ▲1.4%15,5101.3%Computer and TechnologyIWViShares Russell 3000 ETF$2,228$62 ▼-2.7%6,3481.0%ETFIWRiShares Russell Mid-Cap ETF$2,1600.0%23,4821.0%ETFAVGOBroadcom$2,085$1 ▲0.1%7,5641.0%Computer and TechnologyPGProcter & Gamble$2,038$7 ▲0.4%12,7921.0%Consumer StaplesIVLUiShares MSCI Intl Value Factor ETF$2,013$2,013 ▲New Holding61,2070.9%ETFCVXChevron$1,973$32 ▲1.6%13,7790.9%EnergyORCLOracle$1,717$2 ▼-0.1%7,8510.8%Computer and TechnologyAMDAdvanced Micro Devices$1,713$11 ▲0.7%12,0700.8%Computer and TechnologyGOOGAlphabet$1,677$39 ▼-2.3%9,4540.8%Computer and TechnologyNEENextEra Energy$1,675$17 ▲1.0%24,1310.8%UtilitiesJNJJohnson & Johnson$1,643$20 ▲1.2%10,7550.8%MedicalDUKDuke Energy$1,612$9 ▲0.6%13,6650.8%UtilitiesCOFCapital One Financial$1,477$15 ▲1.0%6,9410.7%FinanceLHXL3Harris Technologies$1,466$7 ▲0.5%5,8430.7%AerospaceLABCORP HOLDINGS INC$1,426$12 ▲0.9%5,4320.7%COM SHSGNRCGenerac$1,426$37 ▲2.6%9,9600.7%IndustrialsIQLTiShares MSCI Intl Quality Factor ETF$1,416$599 ▲73.3%32,7670.7%ETFVZVerizon Communications$1,340$20 ▲1.5%30,9680.6%Computer and TechnologyKOCocaCola$1,326$5 ▲0.4%18,7460.6%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$1,305$39 ▲3.1%5,7610.6%Computer and TechnologyCRMSalesforce$1,277$52 ▲4.3%4,6830.6%Computer and TechnologyHSTHost Hotels & Resorts$1,221$14 ▲1.2%79,4740.6%FinanceROPRoper Technologies$1,182$8 ▲0.7%2,0860.6%Computer and TechnologyUSBU.S. Bancorp$1,179$23 ▲2.0%26,0500.6%FinanceMRKMerck & Co., Inc.$1,132$36 ▲3.2%14,3050.5%MedicalCMCSAComcast$1,117$42 ▲3.9%31,3080.5%Consumer DiscretionaryUNPUnion Pacific$1,105$16 ▲1.5%4,8030.5%TransportationJMSBJohn Marshall Bancorp$1,0680.0%57,6190.5%FinanceQUALiShares MSCI USA Quality Factor ETF$1,013$21 ▲2.1%5,5430.5%ETFRITMRithm Capital$1,013$41 ▲4.2%89,7150.5%FinanceTSLATesla$1,010$10 ▲1.0%3,1810.5%Auto/Tires/TrucksPWRQuanta Services$945$2 ▼-0.2%2,5000.4%ConstructionUNHUnitedHealth Group$922$21 ▲2.3%2,9560.4%MedicalQQQInvesco QQQ$913$24 ▲2.7%1,6550.4%FinanceFPEFirst Trust Preferred Securities and Income ETF$876$3 ▼-0.3%49,2280.4%ETFLLYEli Lilly and Company$836$20 ▲2.5%1,0730.4%MedicalDDominion Energy$7990.0%14,1340.4%UtilitiesPFEPfizer$786$46 ▲6.3%32,4420.4%MedicalNOWServiceNow$771$397 ▼-34.0%7500.4%Computer and TechnologyTMUST-Mobile US$746$15 ▲2.1%3,1290.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$679$126 ▲22.7%12,4770.3%ETFVTIVanguard Total Stock Market ETF$656$98 ▼-13.0%2,1600.3%ETFHDHome Depot$609$12 ▲2.1%1,6610.3%Retail/WholesaleVSGXVanguard ESG International Stock ETF$594$79 ▲15.2%9,0700.3%ETFESGUiShares ESG Aware MSCI USA ETF$588$86 ▲17.2%4,3440.3%ManufacturingPFXFVanEck Preferred Securities ex Financials ETF$585$43 ▲8.0%34,1800.3%ETFWMTWalmart$5360.0%5,4780.3%Retail/WholesaleBRK.BBerkshire Hathaway$505$196 ▲63.6%1,0390.2%FinanceVPUVanguard Utilities ETF$498$31 ▲6.6%2,8240.2%ETFIBMInternational Business Machines$492$53 ▼-9.7%1,6690.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$468$70 ▲17.7%8,2350.2%ETFCATCaterpillar$4640.0%1,1940.2%IndustrialsDOLWisdomTree International LargeCap Dividend Fund$4580.0%7,6860.2%FinanceKVUEKenvue$440$22 ▼-4.8%21,0000.2%Consumer StaplesCOSTCostco Wholesale$4150.0%4190.2%Retail/WholesaleBKNGBooking$405$17 ▲4.5%700.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$399$6 ▼-1.5%6,4350.2%ETFTLTiShares 20+ Year Treasury Bond ETF$393$233 ▼-37.2%4,4550.2%ETFVUGVanguard Growth ETF$385$64 ▲19.8%8780.2%ETFEFAiShares MSCI EAFE ETF$380$18 ▼-4.5%4,2550.2%FinanceVBVanguard Small-Cap ETF$379$30 ▼-7.2%1,6000.2%ETFESGVVanguard ESG U.S. Stock ETF$372$47 ▲14.5%3,3960.2%ETFOKEONEOK$3690.0%4,5180.2%EnergyFYLDCambria Foreign Shareholder Yield ETF$3690.0%12,6130.2%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$3680.0%21,9050.2%ManufacturingCSCOCisco Systems$3600.0%5,1830.2%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$3540.0%18,9150.2%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$3310.0%5,9910.2%FinanceETNEaton$307$0 ▲0.1%8600.1%IndustrialsABBVAbbVie$290$0 ▲0.1%1,5640.1%MedicalTFCTruist Financial$284$3 ▼-1.1%6,6120.1%FinanceTAT&T$276$1 ▲0.4%9,5510.1%Computer and TechnologyTTTrane Technologies$2660.0%6090.1%ConstructionPMPhilip Morris International$259$38 ▼-12.8%1,4200.1%Consumer StaplesALBAlbemarle$258$120 ▼-31.7%4,1130.1%Basic MaterialsLOWLowe's Companies$2340.0%1,0550.1%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$232$232 ▲New Holding2,7370.1%SHS REP COM UTMDLZMondelez International$2300.0%3,4130.1%Consumer StaplesWMWaste Management$2290.0%1,0000.1%Business ServicesLMTLockheed Martin$2220.0%4800.1%AerospaceCBRECBRE Group$217$14 ▼-6.2%1,5470.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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