Meridian Financial Partners LLC Top Holdings and 13F Report (2024) → My top 100 stocks… (From DTI) (Ad) About Meridian Financial Partners LLCInvestment ActivityMeridian Financial Partners LLC has $77.80 thousand in total holdings as of March 31, 2024.Meridian Financial Partners LLC owns shares of 42 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.19% of the portfolio was purchased this quarter.About 29.88% of the portfolio was sold this quarter.This quarter, Meridian Financial Partners LLC has purchased 52 new stocks and bought additional shares in 20 stocks.Meridian Financial Partners LLC sold shares of 13 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $16,421JPMorgan Ultra-Short Income ETF $13,688SPDR Portfolio Short Term Treasury ETF $5,800Exxon Mobil $3,465WisdomTree U.S. Quality Dividend Growth Fund $2,794 Largest New Holdings this Quarter Eaton $252 HoldingConocoPhillips $230 HoldingWaste Management $205 Holding Largest Purchases this Quarter iShares Core Dividend Growth ETF 8,993 shares (about $496.68)Eaton 800 shares (about $252.00)JPMorgan Ultra-Short Income ETF 4,721 shares (about $237.55)ConocoPhillips 1,775 shares (about $230.00)Waste Management 1,000 shares (about $205.00) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 43,781 shares (about $1.26K)CrowdStrike 4,032 shares (about $1.21K)JPMorgan Nasdaq Equity Premium Income ETF 22,055 shares (about $1.16K)ServiceNow 310 shares (about $230.78)WisdomTree U.S. LargeCap Dividend Fund 2,154 shares (about $148.08) 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 PortfolioSectorDGROiShares Core Dividend Growth ETF$16,421$497 ▲3.1%297,32321.1%ETFJPSTJPMorgan Ultra-Short Income ETF$13,688$238 ▲1.8%272,02717.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,800$1,256 ▼-17.8%202,0957.5%ETFXOMExxon Mobil$3,465$3 ▼-0.1%29,1984.5%Oils/EnergyDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,794$39 ▼-1.4%38,3143.6%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$2,614$148 ▼-5.4%38,0233.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,305$1,162 ▼-33.5%43,7413.0%ETFGOOGLAlphabet$2,303$5 ▲0.2%14,9173.0%Computer and TechnologyVVisa$2,204$6 ▲0.3%8,1222.8%Business ServicesNVDANVIDIA$1,816$33 ▲1.9%2,0772.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,768$1 ▼-0.1%9,7762.3%FinanceCRWDCrowdStrike$1,603$1,206 ▼-42.9%5,3582.1%Computer and TechnologyGOOGAlphabet$1,465$1 ▲0.1%9,3931.9%Computer and TechnologyNEENextEra Energy$1,421$36 ▲2.6%23,0351.8%UtilitiesHSTHost Hotels & Resorts$1,390$1 ▲0.1%72,8361.8%FinanceVZVerizon Communications$1,294$46 ▲3.7%32,5261.7%Computer and TechnologyUNHUnitedHealth Group$1,276$27 ▲2.1%2,7211.6%MedicalDUKDuke Energy$1,235$13 ▲1.1%13,2931.6%UtilitiesCMCSAComcast$1,156$16 ▲1.4%29,5601.5%Consumer DiscretionaryCRMSalesforce$1,105$14 ▼-1.2%3,9851.4%Computer and TechnologyJMSBJohn Marshall Bancorp$1,0560.0%64,9301.4%FinanceLHLaboratory Co. of America$1,020$11 ▲1.1%5,0491.3%MedicalNOWServiceNow$938$231 ▼-19.7%1,2601.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$922$33 ▼-3.5%5,8261.2%ETFCOFCapital One Financial$709$29 ▲4.2%5,2000.9%FinanceMRKMerck & Co., Inc.$7010.0%5,6040.9%MedicalKVUEKenvue$6680.0%34,9300.9%Consumer StaplesDDominion Energy$652$3 ▲0.5%13,9200.8%UtilitiesTSLATesla$522$12 ▲2.4%3,3230.7%Auto/Tires/TrucksDOLWisdomTree International LargeCap Dividend Fund$406$8 ▲2.0%8,2000.5%FinanceVPUVanguard Utilities ETF$369$15 ▲4.2%2,7150.5%ETFAZPNAspen Technology$3540.0%1,7640.5%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$302$11 ▲3.6%6,0970.4%FinanceABBVAbbVie$286$7 ▲2.3%1,7590.4%MedicalCOSTCostco Wholesale$286$4 ▼-1.2%4000.4%Retail/WholesaleETNEaton$252$252 ▲New Holding8000.3%Industrial ProductsTFCTruist Financial$248$24 ▼-8.8%6,9720.3%FinanceBSCPInvesco BulletShares 2025 Corporate Bond ETF$2390.0%11,6750.3%ETFCSCOCisco Systems$239$2 ▼-1.0%4,9890.3%Computer and TechnologyCOPConocoPhillips$230$230 ▲New Holding1,7750.3%Oils/EnergyWMWaste Management$205$205 ▲New Holding1,0000.3%Business ServicesSIRISirius XM$770.0%24,3470.1%Consumer DiscretionaryAAPLApple$0$6,473 ▼-100.0%00.0%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$0$4,143 ▼-100.0%00.0%ETFAMZNAmazon.com$0$2,825 ▼-100.0%00.0%Retail/WholesaleAMDAdvanced Micro Devices$0$1,753 ▼-100.0%00.0%Computer and TechnologyPWRQuanta Services$0$1,020 ▼-100.0%00.0%ConstructionQQQInvesco QQQ$0$728 ▼-100.0%00.0%FinanceFPEFirst Trust Preferred Securities and Income ETF$0$615 ▼-100.0%00.0%ETFDLSWisdomTree International SmallCap Dividend Fund$0$335 ▼-100.0%00.0%FinanceSTZConstellation Brands$0$330 ▼-100.0%00.0%Consumer StaplesWRKWestRock$0$294 ▼-100.0%00.0%Basic MaterialsVGITVanguard Intermediate-Term Treasury Index ETF$0$228 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$210 ▼-100.0%00.0%FinanceTAT&T$0$170 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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