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

About Meridian Financial, LLC

Investment Activity

  • Meridian Financial, LLC has $144.79 million in total holdings as of December 31, 2024.
  • Meridian Financial, LLC owns shares of 119 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 6.64% of the portfolio was purchased this quarter.
  • About 4.21% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial, LLC has purchased 126 new stocks and bought additional shares in 47 stocks.
  • Meridian Financial, LLC sold shares of 58 stocks and completely divested from 10 stocks this quarter.

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
237,320 shares (about $6.48M)
Schwab U.S. Mid-Cap ETF
14,333 shares (about $397.16K)
JPMorgan Ultra-Short Income ETF
5,443 shares (about $274.16K)

Largest Sales this Quarter

Microsoft
700 shares (about $295.06K)
Alphabet
800 shares (about $151.44K)
Amazon.com
655 shares (about $143.70K)
Broadcom
600 shares (about $139.10K)
JPMorgan Chase & Co.
575 shares (about $137.85K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,794,959$6,483,583 195.8%358,5276.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,730,092$274,164 2.9%193,1726.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,040,242$86,535 -0.9%15,3576.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,788,770$47,932 -0.6%67,5995.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,293,823$103,061 -1.4%117,0575.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,080,610$152,185 2.2%115,4324.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,649,020$75,278 -1.6%17,6013.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,890,205$39,434 1.0%56,4292.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,392,658$104,613 3.2%19,3612.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,375,306$7,209 -0.2%14,0472.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,169,991$38,441 1.2%23,9972.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,052,577$295,057 -8.8%7,2422.1%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$2,953,112$125,360 4.4%36,4902.0%Manufacturing
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,781,012$25,425 0.9%61,9101.9%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$2,720,698$35,566 -1.3%12,9281.9%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,313,068$13,448 0.6%9,1161.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,171,243$61,606 -2.8%8,6701.5%Computer and Technology
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$2,028,547$26,202 1.3%87,7161.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,021,105$82,442 -3.9%10,3211.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,963,773$93,405 -4.5%3,4481.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,740,118$22,326 -1.3%19,7971.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,731,866$28,718 -1.6%2,9551.2%Finance
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,648,134$89,016 -5.1%24,5881.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,622,266$8,121 -0.5%5,7931.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,621,242$84,459 -5.0%16,2971.1%Medical
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,584,198$177,626 12.6%20,3081.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,581,034$23,079 -1.4%28,9091.1%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$1,274,051$52,613 4.3%14,6020.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,151,798$143,701 -11.1%5,2500.8%Retail/Wholesale
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,135,856$8,919 0.8%5,7310.8%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,104,914$14,960 1.4%37,0030.8%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,099,596$42,153 -3.7%21,5730.8%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$994,961$70,960 7.7%12,3950.7%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$934,289$46,560 -4.7%13,6450.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$917,515$10,500 -1.1%13,1070.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$891,983$1,625 0.2%7,1380.6%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$866,483$6,893 -0.8%18,7310.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$864,810$23,680 -2.7%14,6080.6%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$784,665$30,363 4.0%7,8820.5%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$759,900$67,444 9.7%10,0390.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$745,592$137,851 -15.6%3,1100.5%Finance
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$742,616$12,111 -1.6%7,5420.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$711,707$29,632 4.3%1,3210.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$703,809$971 0.1%4,3510.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$641,928$23,395 3.8%1,5640.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$630,459$14,444 2.3%4,5830.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$630,356$9,522 1.5%3,3100.4%Computer and Technology
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$610,139$54,716 -8.2%5,0180.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$600,603$397,160 195.2%21,6750.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$571,938$21,930 4.0%4,2250.4%ETF
First Trust International IPO ETF stock logo
FPXI
First Trust International IPO ETF
$567,135$141 0.0%12,0280.4%Manufacturing
Waste Management, Inc. stock logo
WM
Waste Management
$559,1760.0%2,7710.4%Business Services
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$550,436$44,814 8.9%10,6860.4%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$527,011$151,440 -22.3%2,7840.4%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$519,473$29,066 -5.3%2,2340.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$515,722$12,759 2.5%4,0420.4%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$514,004$283,046 122.6%15,6900.4%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$513,391$32,462 6.7%5,6460.4%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$511,275$65,773 14.8%3,6690.4%Manufacturing
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$485,220$24,166 5.2%7,1480.3%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$462,210$8,020 1.8%5,7630.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$451,172$35,491 -7.3%9280.3%Aerospace
IDHQ
Invesco S&P International Developed Quality ETF
$431,341$7,307 -1.7%15,2310.3%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$401,473$12,353 3.2%3,2500.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$400,597$57,848 -12.6%2,7700.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$391,078$9,892 -2.5%1,7790.3%Computer and Technology
SPDR SER TR
$385,498$69,198 21.9%10,2450.3%SPDR PORTFOLIO S
The Southern Company stock logo
SO
Southern
$380,8870.0%4,6270.3%Utilities
McDonald's Co. stock logo
MCD
McDonald's
$377,564$57,998 -13.3%1,3020.3%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$375,929$38,569 11.4%7,7780.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$366,7920.0%1,3600.3%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$365,908$569 0.2%7,7200.3%ETF
Stryker Co. stock logo
SYK
Stryker
$356,8900.0%9910.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$350,385$6,799 -1.9%7730.2%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$348,993$983 0.3%4,6160.2%Finance
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$340,528$16,477 5.1%6,2000.2%ETF
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$339,057$41,992 -11.0%7,0650.2%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$338,832$32,899 10.8%4,0270.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$338,577$2,711 -0.8%3,7470.2%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$336,001$10,265 -3.0%9820.2%Computer and Technology
RTX Co. stock logo
RTX
RTX
$332,001$34,716 -9.5%2,8690.2%Aerospace
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$328,131$7,625 -2.3%6,4550.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$315,717$1,600 0.5%3,9470.2%ETF
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$313,968$7,168 2.3%7,3150.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$310,944$79,622 -20.4%1,8550.2%Consumer Staples
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$309,463$6,002 -1.9%10,3120.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$307,995$122 0.0%5,0690.2%ETF
Ball Co. stock logo
BALL
Ball
$302,3880.0%5,4850.2%Industrial Products
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$298,617$4,879 -1.6%7,4670.2%Computer and Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$297,791$18,957 6.8%5,9380.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$289,872$79,056 -21.4%2,2000.2%ETF
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$275,2150.0%7800.2%Medical
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$274,358$6,143 -2.2%4,5110.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$269,482$8,944 -3.2%5,6340.2%Finance
Chevron Co. stock logo
CVX
Chevron
$269,334$86,737 -24.4%1,8600.2%Oils/Energy
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$254,644$16,327 6.9%5,0220.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$254,448$40,469 -13.7%5030.2%Medical
Dominion Energy, Inc. stock logo
D
Dominion Energy
$253,561$2,047 0.8%4,7080.2%Utilities
Avery Dennison Co. stock logo
AVY
Avery Dennison
$249,1120.0%1,3310.2%Industrial Products
CVS Health Co. stock logo
CVS
CVS Health
$244,958$57,188 -18.9%5,4570.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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