Free Trial

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

About Meridian Financial, LLC

Investment Activity

  • Meridian Financial, LLC has $142.52 million in total holdings as of March 31, 2025.
  • Meridian Financial, LLC owns shares of 121 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
  • Approximately 3.03% of the portfolio was purchased this quarter.
  • About 1.80% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial, LLC has purchased 119 new stocks and bought additional shares in 47 stocks.
  • Meridian Financial, LLC sold shares of 37 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

75734B100 - REDDIT INC
$344,701 Holding
025537101 - American Electric Power
$236,877 Holding
191216100 - Coca-Cola
$230,393 Holding
78463X889 - SPDR Portfolio Developed World ex-US ETF
$227,560 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$212,876 Holding

Largest Purchases this Quarter

REDDIT INC
3,286 shares (about $344.70K)
SPDR Portfolio Short Term Corporate Bond ETF
10,093 shares (about $303.80K)
Invesco S&P 500 Equal Weight ETF
1,447 shares (about $250.67K)
American Electric Power
2,168 shares (about $236.88K)
Coca-Cola
3,217 shares (about $230.39K)

Largest Sales this Quarter

SPDR S&P MidCap 400 ETF Trust
105 shares (about $56.01K)
iShares Core Dividend Growth ETF
859 shares (about $53.07K)
Vanguard Mid-Cap ETF
179 shares (about $46.29K)

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
$10,132,015$107,590 1.1%362,3757.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,896,923$116,601 1.2%195,4756.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,595,578$33,715 -0.4%15,2976.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,113,432$44,651 0.6%68,0265.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,078,369$53,069 -0.7%114,5735.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,891,283$61,034 0.9%118,1034.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,505,594$46,292 -1.0%17,4223.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,771,503$60,762 1.6%57,3532.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,604,628$250,668 7.5%20,8082.5%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,344,452$88,597 2.7%24,6502.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,088,620$26,389 -0.8%13,9282.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$2,992,816$78,742 2.7%37,4762.1%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$2,679,224$39,417 -1.4%7,1371.9%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,617,111$93,666 3.7%64,2081.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$2,472,200$23,162 -0.9%12,8081.7%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,190,149$39,874 -1.8%8,9531.5%ETF
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$2,079,833$53,795 2.7%90,0451.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,007,741$5,626 0.3%10,3501.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,899,572$26,210 -1.4%8,5521.3%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,783,294$56,011 -3.0%3,3431.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,698,178$95,045 5.9%21,5121.2%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,693,262$62,094 3.8%25,5241.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,633,978$19,019 -1.2%2,9211.1%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,628,789$37,694 2.4%20,2661.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,529,705$50,156 3.4%29,8891.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,471,630$8,797 0.6%16,3951.0%Medical
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,462,926$4,532 0.3%5,8111.0%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,417,578$303,797 27.3%47,0961.0%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,175,005$30,185 2.6%14,9870.8%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,098,261$30,554 2.9%5,8950.8%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,058,991$9,310 -0.9%21,3850.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$995,060$3,805 -0.4%5,2300.7%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$976,136$37,283 -3.7%11,9390.7%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$971,960$7,397 -0.8%13,0080.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$892,220$9,257 -1.0%14,4580.6%Computer and Technology
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$873,831$3,254 0.4%13,6960.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$854,791$120 0.0%7,1390.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$826,823$147,996 21.8%1,6090.6%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$784,959$20,436 -2.5%7,6820.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$771,200$20,342 -2.6%9,7810.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$759,299$3,680 -0.5%3,0950.5%Finance
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$720,608$28,059 -3.7%18,0290.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$699,412$963 0.1%4,3570.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$680,965$11,826 1.8%4,6640.5%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$648,174$42,101 -6.1%7,0820.5%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$641,5330.0%2,7710.5%Business Services
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$631,892$110,357 21.2%19,0100.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$585,896$5,933 1.0%1,5800.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$566,609$39,867 7.6%7,6890.4%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$564,998$98,741 21.2%4,4460.4%Manufacturing
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$564,931$11,487 -2.0%4,9180.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$556,465$35,206 6.8%4,3150.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$552,745$15,144 -2.7%21,0970.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$547,551$21,539 4.1%4,3980.4%ETF
First Trust International IPO ETF stock logo
FPXI
First Trust International IPO ETF
$545,339$21,196 -3.7%11,5780.4%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$517,1210.0%3,3100.4%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$488,770$18,571 3.9%5,8690.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$459,3770.0%2,7700.3%Medical
IDHQ
Invesco S&P International Developed Quality ETF
$456,871$868 0.2%15,2600.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$454,070$7,227 -1.6%2,1990.3%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$444,0560.0%5,7630.3%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$442,3660.0%1,7790.3%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$414,7490.0%9280.3%Aerospace
SPDR SER TR
$413,483$25,843 6.7%10,9280.3%SPDR PORTFOLIO S
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$411,101$23,661 6.1%8,2530.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$408,868$21,650 -5.0%2,6440.3%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$406,8430.0%1,3020.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$404,228$7,456 -1.8%7590.3%Finance
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$389,605$15,041 4.0%8,0300.3%ETF
The Southern Company stock logo
SO
Southern
$388,664$36,779 -8.6%4,2270.3%Utilities
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$385,707$175,522 -31.3%7,3440.3%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$377,241$82 0.0%4,6150.3%Finance
RTX Co. stock logo
RTX
RTX
$373,405$6,623 -1.7%2,8190.3%Aerospace
iShares U.S. Healthcare Providers ETF stock logo
IHF
iShares U.S. Healthcare Providers ETF
$373,0410.0%7,0650.3%ETF
CVS Health Co. stock logo
CVS
CVS Health
$369,7020.0%5,4570.3%Medical
Stryker Co. stock logo
SYK
Stryker
$368,9830.0%9910.3%Medical
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$362,143$34,754 10.6%4,3660.3%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$358,344$11,376 -3.1%3,1500.3%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$350,114$14,046 4.2%10,7430.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$349,5610.0%1,3600.2%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$346,2340.0%9820.2%Computer and Technology
REDDIT INC
$344,701$344,701 New Holding3,2860.2%CL A
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$342,329$3,629 1.1%7,5470.2%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$337,643$8,598 -2.5%3,9270.2%ETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$336,2880.0%6,2000.2%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$322,089$64 0.0%5,0700.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$320,247$9,214 3.0%3,8580.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$316,0810.0%1,8550.2%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$311,0800.0%1,8600.2%Energy
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$296,9000.0%5,9380.2%ETF
Ball Co. stock logo
BALL
Ball
$285,6040.0%5,4850.2%Industrials
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$283,767$4,587 -1.6%2,1650.2%ETF
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$279,222$20,874 -7.0%6,0060.2%ETF
Invesco S&P MidCap Low Volatility ETF stock logo
XMLV
Invesco S&P MidCap Low Volatility ETF
$278,4180.0%4,5110.2%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$266,179$2,187 0.8%4,7470.2%Utilities
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$263,4460.0%5030.2%Medical
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$258,453$59,239 -18.6%5,9510.2%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$241,4310.0%5750.2%Finance
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$240,4510.0%7800.2%Medical
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$240,179$15,205 -6.0%4,7230.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data