Meridian Financial Partners LLC Top Holdings and 13F Report (2025) About Meridian Financial Partners LLCInvestment ActivityMeridian Financial Partners LLC has $189.42 thousand in total holdings as of December 31, 2024.Meridian Financial Partners LLC owns shares of 100 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 17.13% of the portfolio was purchased this quarter.About 8.54% of the portfolio was sold this quarter.This quarter, Meridian Financial Partners LLC has purchased 82 new stocks and bought additional shares in 39 stocks.Meridian Financial Partners LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $29,740iShares Core Dividend Growth ETF $21,436JPMorgan Ultra-Short Income ETF $9,379Apple $8,507iShares Russell Top 200 Growth ETF $8,060 Largest New Holdings this Quarter Apple $8,507 HoldingAmazon.com $4,135 HoldingBroadcom $1,688 HoldingAdvanced Micro Devices $1,373 HoldingRithm Capital $898 Holding Largest Purchases this Quarter Apple 33,971 shares (about $8.51K)Amazon.com 18,846 shares (about $4.14K)iShares Core Dividend Growth ETF 36,419 shares (about $2.23K)iShares Russell Top 200 Growth ETF 8,558 shares (about $2.01K)Broadcom 7,280 shares (about $1.69K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 88,445 shares (about $4.46K)iShares 20+ Year Treasury Bond ETF 32,063 shares (about $2.80K)Vanguard S&P 500 ETF 3,978 shares (about $2.14K)JPMorgan Nasdaq Equity Premium Income ETF 29,524 shares (about $1.66K)Ford Motor 23,737 shares (about $235.10) 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 PortfolioSectorVOOVanguard S&P 500 ETF$29,740$2,143 ▼-6.7%55,19515.7%ETFDGROiShares Core Dividend Growth ETF$21,436$2,234 ▲11.6%349,46311.3%ETFJPSTJPMorgan Ultra-Short Income ETF$9,379$4,455 ▼-32.2%186,1935.0%ETFAAPLApple$8,507$8,507 ▲New Holding33,9714.5%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$8,060$2,013 ▲33.3%34,2594.3%ETFIVViShares Core S&P 500 ETF$6,855$631 ▲10.1%11,6453.6%ETFVABKVirginia National Bankshares$5,751$1,216 ▲26.8%150,5613.0%FinanceMSFTMicrosoft$5,727$87 ▲1.5%13,5873.0%Computer and TechnologyAMZNAmazon.com$4,135$4,135 ▲New Holding18,8462.2%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,235$37 ▼-1.1%39,9671.7%ManufacturingXOMExxon Mobil$3,200$12 ▼-0.4%29,7481.7%Oils/EnergyNVDANVIDIA$3,179$243 ▲8.3%23,6741.7%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$3,096$422 ▲15.8%41,4331.6%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$2,971$24 ▲0.8%38,1971.6%FinanceGOOGLAlphabet$2,882$36 ▲1.3%15,2261.5%Computer and TechnologyVVisa$2,653$74 ▲2.9%8,3941.4%Business ServicesJPMJPMorgan Chase & Co.$2,389$1 ▼0.0%9,9651.3%FinanceIWViShares Russell 3000 ETF$2,172$46 ▼-2.1%6,4971.1%ETFPGProcter & Gamble$2,112$79 ▲3.9%12,5961.1%Consumer StaplesIWRiShares Russell Mid-Cap ETF$2,076$45 ▲2.2%23,4821.1%ETFCVXChevron$1,943$36 ▲1.9%13,4161.0%Oils/EnergyCRWDCrowdStrike$1,914$30 ▲1.6%5,5951.0%Computer and TechnologyGOOGAlphabet$1,790$26 ▲1.5%9,3990.9%Computer and TechnologyNEENextEra Energy$1,691$17 ▲1.0%23,5900.9%UtilitiesAVGOBroadcom$1,688$1,688 ▲New Holding7,2800.9%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,620$2,801 ▼-63.4%18,5460.9%ETFJNJJohnson & Johnson$1,528$15 ▲1.0%10,5640.8%MedicalGNRCGenerac$1,489$10 ▼-0.7%9,6030.8%Industrial ProductsCRMSalesforce$1,476$28 ▲1.9%4,4140.8%Computer and TechnologyDUKDuke Energy$1,473$11 ▲0.7%13,6680.8%UtilitiesUNHUnitedHealth Group$1,462$22 ▲1.5%2,8910.8%MedicalAMDAdvanced Micro Devices$1,373$1,373 ▲New Holding11,3700.7%Computer and TechnologyHSTHost Hotels & Resorts$1,364$27 ▲2.0%77,8300.7%FinanceTSLATesla$1,3300.0%3,2930.7%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,322$764 ▲137.1%13,2860.7%MedicalTMUST-Mobile US$1,274$25 ▲2.0%5,7710.7%Computer and TechnologyVZVerizon Communications$1,235$101 ▼-7.5%30,8730.7%Computer and TechnologyLABCORP HOLDINGS INC$1,233$13 ▼-1.0%5,3770.7%COM SHSNOWServiceNow$1,217$98 ▼-7.4%1,1480.6%Computer and TechnologyLHXL3Harris Technologies$1,208$11 ▼-0.9%5,7430.6%AerospaceUSBU.S. Bancorp$1,196$51 ▼-4.1%25,0040.6%FinanceJMSBJohn Marshall Bancorp$1,157$147 ▼-11.3%57,6190.6%FinanceKOCoca-Cola$1,155$54 ▲4.9%18,5530.6%Consumer StaplesCMCSAComcast$1,129$52 ▼-4.4%30,0860.6%Consumer DiscretionaryUNPUnion Pacific$1,070$14 ▲1.3%4,6900.6%TransportationROPRoper Technologies$1,067$6 ▲0.5%2,0520.6%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,0370.0%5,8260.5%ETFCOFCapital One Financial$989$11 ▲1.1%5,5470.5%FinanceRITMRithm Capital$898$898 ▲New Holding82,9610.5%FinanceQQQInvesco QQQ$891$891 ▲New Holding1,7430.5%FinancePWRQuanta Services$802$802 ▲New Holding2,5360.4%ConstructionDDominion Energy$752$8 ▲1.1%13,9700.4%UtilitiesFPEFirst Trust Preferred Securities and Income ETF$742$742 ▲New Holding41,9100.4%ETFVTIVanguard Total Stock Market ETF$740$61 ▼-7.6%2,5530.4%ETFPFEPfizer$737$134 ▼-15.4%27,7830.4%MedicalONOnsemi$663$38 ▼-5.4%10,5180.4%Computer and TechnologyHDHome Depot$633$49 ▼-7.2%1,6270.3%Retail/WholesaleKVUEKenvue$624$122 ▼-16.4%29,2180.3%Consumer StaplesFFord Motor$602$235 ▼-28.1%60,7810.3%Auto/Tires/TrucksJEPQJPMorgan Nasdaq Equity Premium Income ETF$548$1,663 ▼-75.2%9,7260.3%ETFALBAlbemarle$515$515 ▲New Holding5,9840.3%Basic MaterialsVPUVanguard Utilities ETF$505$65 ▲14.9%3,0920.3%ETFWMTWalmart$471$30 ▲6.8%5,2140.2%Retail/WholesaleOKEONEOK$454$1 ▲0.2%4,5180.2%Oils/EnergyAZPNAspen Technology$4400.0%1,7640.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$436$436 ▲New Holding7,6810.2%ETFVBVanguard Small-Cap ETF$431$57 ▲15.1%1,7920.2%ETFIBMInternational Business Machines$411$7 ▲1.6%1,8710.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4070.0%6,5350.2%ETFDOLWisdomTree International LargeCap Dividend Fund$391$8 ▼-2.0%7,9050.2%FinanceESGUiShares ESG Aware MSCI USA ETF$388$388 ▲New Holding3,0150.2%ManufacturingCOSTCostco Wholesale$379$13 ▲3.5%4140.2%Retail/WholesaleVUGVanguard Growth ETF$366$366 ▲New Holding8920.2%ETFCATCaterpillar$361$5 ▼-1.4%9940.2%Industrial ProductsBSCUInvesco BulletShares 2030 Corporate Bond ETF$360$360 ▲New Holding21,9880.2%ManufacturingCACICACI International$355$355 ▲New Holding8780.2%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$348$348 ▲New Holding18,9900.2%ETFEFAiShares MSCI EAFE ETF$337$337 ▲New Holding4,4550.2%FinanceFYLDCambria Foreign Shareholder Yield ETF$317$40 ▼-11.2%12,5680.2%ETFABBVAbbVie$306$6 ▼-2.0%1,7230.2%MedicalBRK.BBerkshire Hathaway$305$305 ▲New Holding6730.2%FinanceCSCOCisco Systems$297$11 ▲3.8%5,0200.2%Computer and TechnologyDGSWisdomTree Emerging Markets SmallCap Dividend Fund$293$5 ▼-1.7%5,9910.2%FinanceTFCTruist Financial$292$11 ▲3.8%6,7210.2%FinanceETNEaton$285$20 ▲7.4%8590.2%Industrial ProductsESGVVanguard ESG US Stock ETF$267$267 ▲New Holding2,5460.1%ETFLOWLowe's Companies$2520.0%1,0230.1%Retail/WholesaleLDOSLeidos$239$239 ▲New Holding1,6580.1%AerospaceCBRECBRE Group$236$236 ▲New Holding1,8000.1%FinanceLMTLockheed Martin$233$15 ▲6.7%4800.1%AerospacePEPPepsiCo$227$7 ▼-3.0%1,4960.1%Consumer StaplesORCLOracle$226$226 ▲New Holding1,3530.1%Computer and TechnologyTTTrane Technologies$2250.0%6090.1%ConstructionRSPRInvesco S&P 500 Equal Weight Real Estate ETF$2160.0%6,1250.1%ETFPMPhilip Morris International$214$214 ▲New Holding1,7820.1%Consumer StaplesDHRDanaher$208$3 ▼-1.4%9040.1%Multi-Sector ConglomeratesIWNiShares Russell 2000 Value ETF$205$205 ▲New Holding1,2460.1%ETFMDLZMondelez International$204$0 ▲0.1%3,4130.1%Consumer StaplesWMWaste Management$2020.0%1,0000.1%Business ServicesPFXFVanEck Preferred Securities ex Financials ETF$196$196 ▲New Holding11,3710.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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