S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
What to watch for as China's major political meeting of the year gets underway

Meridian Financial Partners LLC Top Holdings and 13F Report (2024)

About Meridian Financial Partners LLC

Investment Activity

  • Meridian Financial Partners LLC has $97.52 thousand in total holdings as of December 31, 2023.
  • Meridian Financial Partners LLC owns shares of 52 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.91% of the portfolio was purchased this quarter.
  • About 11.71% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial Partners LLC has purchased 50 new stocks and bought additional shares in 18 stocks.
  • Meridian Financial Partners LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

AbbVie
$281 Holding
Truist Financial
$275 Holding
Berkshire Hathaway
$210 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
10,519 shares (about $529.95)
AbbVie
1,719 shares (about $281.00)
Truist Financial
7,643 shares (about $275.00)
SPDR Portfolio Short Term Treasury ETF
7,767 shares (about $225.80)

Largest Sales this Quarter

JPMorgan Equity Premium Income ETF
145,833 shares (about $8.05K)
JPMorgan Nasdaq Equity Premium Income ETF
12,501 shares (about $636.11)
WestRock
14,267 shares (about $578.07)
ServiceNow
648 shares (about $483.32)
Constellation Brands
1,553 shares (about $393.92)

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
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$15,457$185 1.2%288,33015.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$13,467$530 4.1%267,30613.8%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$7,148$226 3.3%245,8767.3%ETF
Apple Inc. stock logo
AAPL
Apple
$6,473$27 0.4%34,3146.6%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$4,143$8,051 -66.0%75,0464.2%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,348$636 -16.0%65,7963.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,829$27 1.0%29,2212.9%Oils/Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,825$18 0.7%18,4052.9%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$2,743$16 0.6%38,8542.8%Manufacturing
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$2,658$81 -3.0%40,1772.7%Finance
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$2,658$112 -4.0%9,3902.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,172$63 3.0%8,1012.2%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,135$29 1.4%14,8822.2%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,753$168 10.6%10,7781.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,638$91 5.9%9,7821.7%Finance
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$1,428$1 -0.1%72,7671.5%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,376$2 -0.1%2,6641.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,3610.0%9,3871.4%Computer and Technology
John Marshall Bancorp, Inc. stock logo
JMSB
John Marshall Bancorp
$1,328$139 -9.5%64,9301.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,295$50 4.0%22,4581.3%Utilities
Duke Energy Co. stock logo
DUK
Duke Energy
$1,261$34 2.8%13,1511.3%Utilities
Comcast Co. stock logo
CMCSA
Comcast
$1,240$72 6.1%29,1591.3%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,221$160 -11.6%31,3601.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,171$483 -29.2%1,5701.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,164$203 21.2%2,0391.2%Computer and Technology
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$1,135$32 -2.7%4,9931.2%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$1,107$22 2.1%4,0351.1%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$1,020$79 8.3%5,0541.0%Construction
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$897$96 -9.6%6,0360.9%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$731$4 -0.5%34,9300.7%Consumer Defensive
Invesco QQQ stock logo
QQQ
Invesco QQQ
$728$10 -1.4%1,7620.7%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$6870.0%3,2440.7%Auto/Tires/Trucks
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$664$4 -0.6%5,6040.7%Medical
Dominion Energy, Inc. stock logo
D
Dominion Energy
$6300.0%13,8490.6%Utilities
Capital One Financial Co. stock logo
COF
Capital One Financial
$623$2 0.4%4,9900.6%Finance
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$615$138 -18.3%36,4690.6%ETF
WisdomTree International LargeCap Dividend Fund stock logo
DOL
WisdomTree International LargeCap Dividend Fund
$388$12 -3.0%8,0410.4%Finance
Aspen Technology, Inc. stock logo
AZPN
Aspen Technology
$3500.0%1,7640.4%Computer and Technology
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$343$24 -6.4%2,6050.4%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$335$19 -5.5%5,4170.3%Finance
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$330$394 -54.4%1,3010.3%Consumer Staples
WestRock stock logo
WRK
WestRock
$294$578 -66.3%7,2560.3%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$281$281 New Holding1,7190.3%Medical
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$280$1 -0.2%5,8830.3%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2780.0%4050.3%Retail/Wholesale
Truist Financial Co. stock logo
TFC
Truist Financial
$275$275 New Holding7,6430.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2560.0%5,0410.3%Computer and Technology
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$2390.0%11,6750.2%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$228$228 New Holding3,8660.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$210$210 New Holding5790.2%Finance
AT&T Inc. stock logo
T
AT&T
$170$27 -13.8%10,3880.2%Computer and Technology
Sirius XM Holdings Inc. stock logo
SIRI
Sirius XM
$1310.0%24,3470.1%Consumer Discretionary
ConocoPhillips stock logo
COP
ConocoPhillips
$0$218 -100.0%00.0%Oils/Energy
Invesco BulletShares 2023 Corporate Bond ETF stock logo
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
$0$203 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: