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

About Meridian Financial, LLC

Investment Activity

  • Meridian Financial, LLC has $154.54 million in total holdings as of June 30, 2025.
  • Meridian Financial, LLC owns shares of 127 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 4.00% of the portfolio was purchased this quarter.
  • About 1.21% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial, LLC has purchased 121 new stocks and bought additional shares in 56 stocks.
  • Meridian Financial, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

68389X105 - Oracle
$304,958 Holding
46641Q332 - JPMorgan Equity Premium Income ETF
$277,417 Holding
11135F101 - Broadcom
$259,111 Holding
46429B689 - iShares MSCI EAFE Min Vol Factor ETF
$215,106 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
8,680 shares (about $439.90K)
Oracle
1,395 shares (about $304.96K)
SPDR Bloomberg Short Term High Yield Bond ETF
11,124 shares (about $283.45K)
JPMorgan Equity Premium Income ETF
4,880 shares (about $277.42K)

Largest Sales this Quarter

Apple
833 shares (about $170.90K)
Schwab U.S. Mid-Cap ETF
5,547 shares (about $155.60K)
Alphabet
795 shares (about $141.03K)
iShares Core S&P 500 ETF
188 shares (about $116.73K)
Alphabet
565 shares (about $99.57K)

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
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,346,595$439,903 4.4%204,1556.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,652,126$49,184 0.5%364,2316.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,381,114$116,728 -1.2%15,1096.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,546,445$220,657 3.0%118,0244.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,410,365$24,153 -0.3%67,8054.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,318,430$6,326 -0.1%118,0014.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,895,815$20,707 0.4%17,4963.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,341,713$172,712 4.1%59,7292.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,920,369$138,670 3.7%21,5712.5%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,566,590$220,834 6.6%26,2772.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,518,268$31,835 -0.9%7,0732.3%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$3,370,610$232,378 7.4%40,2512.2%Manufacturing
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,309,991$9,242 0.3%13,9672.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,006,123$97,426 3.3%13,2371.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,771,974$36,721 1.3%65,0701.8%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,555,966$9,953 0.4%8,9881.7%ETF
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$2,137,646$43,559 2.1%91,9181.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,118,2760.0%10,3501.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,107,880$176,149 9.1%22,1141.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,868,865$50,025 2.8%26,2261.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,865,854$155,660 9.1%23,4701.2%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,836,957$56,644 -3.0%3,2431.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,750,369$54,371 -3.0%2,8331.1%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,680,371$55,032 3.4%30,9011.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,614,717$5,538 0.3%5,8311.0%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,589,301$167,465 11.8%52,6431.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,583,630$170,898 -9.7%7,7191.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,289,925$7,916 -0.6%16,2950.8%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,211,682$62,018 5.4%6,2130.8%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,208,309$12,921 1.1%15,1490.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,151,798$4,388 0.4%5,2500.7%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,070,105$156,199 17.1%1,8840.7%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,042,192$29,621 -2.8%20,7940.7%Finance
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,020,122$72,892 7.7%14,0090.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$995,092$5,141 0.5%12,0010.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$961,834$41,282 -4.1%13,8630.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$897,3850.0%3,0950.6%Finance
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$886,615$4,032 -0.5%13,6340.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$866,377$15,817 -1.8%7,0110.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$849,873$51,121 6.4%10,4070.5%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$839,050$65,456 8.5%8,3320.5%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$838,349$31,355 -3.6%17,3790.5%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$801,782$133,104 19.9%5,3310.5%Manufacturing
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$764,779$148,838 24.2%9,5470.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$742,454$104,098 16.3%22,1100.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$741,159$24,667 3.4%4,5070.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$705,515$9,823 1.4%7,1820.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$701,002$8,330 1.2%1,5990.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$647,238$18,600 3.0%4,8020.4%ETF
First Trust International Equity Opportunities ETF stock logo
FPXI
First Trust International Equity Opportunities ETF
$643,034$10,786 -1.6%11,3870.4%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$613,096$37,860 6.6%4,5990.4%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$598,007$25,350 -4.1%4,7180.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$597,217$12,107 2.1%4,4890.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$593,850$36,973 6.6%2,3450.4%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$588,315$45,765 -7.2%2,5710.4%Business Services
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$540,785$6,823 1.3%5,9440.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$524,4140.0%1,7790.3%Computer and Technology
IDHQ
Invesco S&P International Developed Quality ETF
$520,613$17,347 3.4%15,7860.3%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$506,771$303,952 149.9%15,5690.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$500,1420.0%9820.3%Computer and Technology
REDDIT INC
$487,696$7,077 -1.4%3,2390.3%CL A
SPDR SERIES TRUST
$485,647$61,313 14.4%12,5070.3%SPDR PORTFOLIO S
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$466,794$34,566 8.0%8,9130.3%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$457,7720.0%5,7630.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$446,136$141,025 -24.0%2,5150.3%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$436,183$155,595 -26.3%15,5500.3%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$430,0030.0%9280.3%Aerospace
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$425,787$34,425 8.8%7,9900.3%Manufacturing
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$417,487$34,606 9.0%11,7140.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$414,010$1,519 0.4%4,6320.3%Finance
RTX Corporation stock logo
RTX
RTX
$411,6300.0%2,8190.3%Aerospace
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$405,292$140,026 52.8%18,3390.3%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$405,1850.0%3,1500.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$399,594$23,524 -5.6%2,6160.3%Medical
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$395,869$2,433 0.6%4,3930.3%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$394,529$9,561 -2.4%7,8400.3%ETF
Stryker Corporation stock logo
SYK
Stryker
$392,1580.0%9910.3%Medical
Southern Company (The) stock logo
SO
Southern
$388,1570.0%4,2270.3%Utilities
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$388,0080.0%1,3600.3%ETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$381,915$38,745 11.3%6,9000.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$380,5340.0%1,3020.2%Retail/Wholesale
CVS Health Corporation stock logo
CVS
CVS Health
$376,4140.0%5,4570.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$368,6990.0%7590.2%Finance
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$368,602$145 0.0%5,0720.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$366,382$99,570 -21.4%2,0790.2%Computer and Technology
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$357,786$15,355 4.5%4,0310.2%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$344,8300.0%3,9270.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$319,3810.0%2,1650.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$315,466$11,077 -3.4%7,2910.2%Computer and Technology
Ball Corporation stock logo
BALL
Ball
$307,6540.0%5,4850.2%Industrials
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$307,609$18,977 -5.8%5,6570.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$304,958$304,958 New Holding1,3950.2%Computer and Technology
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$304,800$38,921 -11.3%6,2650.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$295,4940.0%1,8550.2%Consumer Staples
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$294,7620.0%5,9380.2%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$283,446$283,446 New Holding11,1240.2%ETF
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$278,1920.0%4,5110.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$277,417$277,417 New Holding4,8800.2%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$271,937$31,420 13.1%5,3400.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$266,2660.0%1,8600.2%Energy

Showing largest 100 holdings. View all holdings.
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