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Meridian Financial Partners LLC Top Holdings and 13F Report (2025)

About Meridian Financial Partners LLC

Investment Activity

  • Meridian 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 New Holdings this Quarter

46435G409 - iShares MSCI Intl Value Factor ETF
$2,013 Holding
389637109 - GRAYSCALE BITCOIN TRUST ETF
$232 Holding
291011104 - Emerson Electric
$211 Holding
00039J806 - AB ACTIVE ETFS INC
$201 Holding
890930209 - TORTOISE CAPITAL SERIES TRUS
$114 Holding

Largest Purchases this Quarter

iShares MSCI Intl Value Factor ETF
61,207 shares (about $2.01K)
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 Time

Map of 500 Largest Holdings ofMeridian Financial Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,614$3,257 -10.9%46,85312.5%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$23,646$854 3.7%369,81711.1%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$16,879$1,367 8.8%285,0657.9%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$9,023$493 5.8%36,6014.2%ETF
Apple Inc. stock logo
AAPL
Apple
$7,156$7 0.1%34,8773.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,058$16 0.2%14,1903.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,933$97 -1.4%11,1663.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$6,920$1,227 -15.1%136,5463.3%ETF
Virginia National Bankshares Corporation stock logo
VABK
Virginia National Bankshares
$5,514$57 -1.0%149,0142.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,227$31 0.7%19,2662.0%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,750$57 -1.5%23,7361.8%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$3,460$171 5.2%44,7431.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$3,306$16 -0.5%39,4751.6%Manufacturing
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,306$69 2.1%30,6671.6%Energy
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$3,0650.0%37,3141.4%Finance
Visa Inc. stock logo
V
Visa
$2,846$73 -2.5%8,0151.3%Business Services
CrowdStrike stock logo
CRWD
CrowdStrike
$2,806$53 -1.9%5,5101.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,806$99 -3.4%9,6801.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,733$36 1.4%15,5101.3%Computer and Technology
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$2,228$62 -2.7%6,3481.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,1600.0%23,4821.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,085$1 0.1%7,5641.0%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,038$7 0.4%12,7921.0%Consumer Staples
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$2,013$2,013 New Holding61,2070.9%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,973$32 1.6%13,7790.9%Energy
Oracle Corporation stock logo
ORCL
Oracle
$1,717$2 -0.1%7,8510.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,713$11 0.7%12,0700.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,677$39 -2.3%9,4540.8%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,675$17 1.0%24,1310.8%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,643$20 1.2%10,7550.8%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,612$9 0.6%13,6650.8%Utilities
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,477$15 1.0%6,9410.7%Finance
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$1,466$7 0.5%5,8430.7%Aerospace
LABCORP HOLDINGS INC
$1,426$12 0.9%5,4320.7%COM SHS
Generac Holdings Inc. stock logo
GNRC
Generac
$1,426$37 2.6%9,9600.7%Industrials
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,416$599 73.3%32,7670.7%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,340$20 1.5%30,9680.6%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$1,326$5 0.4%18,7460.6%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,305$39 3.1%5,7610.6%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$1,277$52 4.3%4,6830.6%Computer and Technology
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$1,221$14 1.2%79,4740.6%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$1,182$8 0.7%2,0860.6%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,179$23 2.0%26,0500.6%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,132$36 3.2%14,3050.5%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$1,117$42 3.9%31,3080.5%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,105$16 1.5%4,8030.5%Transportation
John Marshall Bancorp, Inc. stock logo
JMSB
John Marshall Bancorp
$1,0680.0%57,6190.5%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,013$21 2.1%5,5430.5%ETF
Rithm Capital Corp. stock logo
RITM
Rithm Capital
$1,013$41 4.2%89,7150.5%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,010$10 1.0%3,1810.5%Auto/Tires/Trucks
Quanta Services, Inc. stock logo
PWR
Quanta Services
$945$2 -0.2%2,5000.4%Construction
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$922$21 2.3%2,9560.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$913$24 2.7%1,6550.4%Finance
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$876$3 -0.3%49,2280.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$836$20 2.5%1,0730.4%Medical
Dominion Energy Inc. stock logo
D
Dominion Energy
$7990.0%14,1340.4%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$786$46 6.3%32,4420.4%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$771$397 -34.0%7500.4%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$746$15 2.1%3,1290.4%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$679$126 22.7%12,4770.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$656$98 -13.0%2,1600.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$609$12 2.1%1,6610.3%Retail/Wholesale
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$594$79 15.2%9,0700.3%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$588$86 17.2%4,3440.3%Manufacturing
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$585$43 8.0%34,1800.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$5360.0%5,4780.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$505$196 63.6%1,0390.2%Finance
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$498$31 6.6%2,8240.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$492$53 -9.7%1,6690.2%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$468$70 17.7%8,2350.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$4640.0%1,1940.2%Industrials
WisdomTree International LargeCap Dividend Fund stock logo
DOL
WisdomTree International LargeCap Dividend Fund
$4580.0%7,6860.2%Finance
Kenvue Inc. stock logo
KVUE
Kenvue
$440$22 -4.8%21,0000.2%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4150.0%4190.2%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$405$17 4.5%700.2%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$399$6 -1.5%6,4350.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$393$233 -37.2%4,4550.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$385$64 19.8%8780.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$380$18 -4.5%4,2550.2%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$379$30 -7.2%1,6000.2%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$372$47 14.5%3,3960.2%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$3690.0%4,5180.2%Energy
FYLD
Cambria Foreign Shareholder Yield ETF
$3690.0%12,6130.2%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$3680.0%21,9050.2%Manufacturing
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3600.0%5,1830.2%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$3540.0%18,9150.2%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$3310.0%5,9910.2%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$307$0 0.1%8600.1%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$290$0 0.1%1,5640.1%Medical
Truist Financial Corporation stock logo
TFC
Truist Financial
$284$3 -1.1%6,6120.1%Finance
AT&T Inc. stock logo
T
AT&T
$276$1 0.4%9,5510.1%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$2660.0%6090.1%Construction
Philip Morris International Inc. stock logo
PM
Philip Morris International
$259$38 -12.8%1,4200.1%Consumer Staples
Albemarle Corporation stock logo
ALB
Albemarle
$258$120 -31.7%4,1130.1%Basic Materials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2340.0%1,0550.1%Retail/Wholesale
GRAYSCALE BITCOIN TRUST ETF
$232$232 New Holding2,7370.1%SHS REP COM UT
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2300.0%3,4130.1%Consumer Staples
Waste Management, Inc. stock logo
WM
Waste Management
$2290.0%1,0000.1%Business Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2220.0%4800.1%Aerospace
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$217$14 -6.2%1,5470.1%Finance

Showing largest 100 holdings. View all holdings.
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