Meridian Financial Partners LLC Top Holdings and 13F Report (2025) About Meridian Financial Partners LLCInvestment ActivityMeridian Financial Partners LLC has $197.08 thousand in total holdings as of March 31, 2025.Meridian Financial Partners LLC owns shares of 104 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 11.25% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Meridian Financial Partners LLC has purchased 100 new stocks and bought additional shares in 49 stocks.Meridian Financial Partners LLC sold shares of 30 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $27,025iShares Core Dividend Growth ETF $22,022JPMorgan Market Expansion Enhanced Equity ETF $14,666JPMorgan Ultra-Short Income ETF $8,140Apple $7,740 Largest New Holdings this Quarter 46641Q118 - JPMorgan Market Expansion Enhanced Equity ETF $14,666 Holding874039100 - Taiwan Semiconductor Manufacturing $928 Holding532457108 - Eli Lilly and Company $865 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $750 Holding46641Q332 - JPMorgan Equity Premium Income ETF $400 Holding Largest Purchases this Quarter JPMorgan Market Expansion Enhanced Equity ETF 261,978 shares (about $14.67K)Taiwan Semiconductor Manufacturing 5,590 shares (about $928.00)Oracle 6,508 shares (about $909.85)Eli Lilly and Company 1,047 shares (about $865.00)iShares MSCI Intl Quality Factor ETF 18,909 shares (about $750.00) Largest Sales this Quarter Vanguard S&P 500 ETF 2,608 shares (about $1.34K)JPMorgan Ultra-Short Income ETF 25,426 shares (about $1.29K)iShares 20+ Year Treasury Bond ETF 11,455 shares (about $1.04K)T-Mobile US 2,706 shares (about $721.31)iShares Core S&P 500 ETF 322 shares (about $180.92) 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$27,025$1,340 ▼-4.7%52,58713.7%ETFDGROiShares Core Dividend Growth ETF$22,022$432 ▲2.0%356,46011.2%ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$14,666$14,666 ▲New Holding261,9787.4%ETFJPSTJPMorgan Ultra-Short Income ETF$8,140$1,287 ▼-13.7%160,7674.1%ETFAAPLApple$7,740$194 ▲2.6%34,8443.9%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$7,299$72 ▲1.0%34,6013.7%ETFIVViShares Core S&P 500 ETF$6,362$181 ▼-2.8%11,3233.2%ETFVABKVirginia National Bankshares$5,4320.0%150,5612.8%FinanceMSFTMicrosoft$5,315$214 ▲4.2%14,1572.7%Computer and TechnologyAMZNAmazon.com$3,639$53 ▲1.5%19,1251.8%Retail/WholesaleXOMExxon Mobil$3,571$33 ▲0.9%30,0241.8%EnergyBIVVanguard Intermediate-Term Bond ETF$3,257$84 ▲2.7%42,5341.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,168$24 ▼-0.7%39,6721.6%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$2,962$70 ▼-2.3%37,3141.5%FinanceVVisa$2,881$61 ▼-2.1%8,2201.5%Business ServicesNVDANVIDIA$2,612$46 ▲1.8%24,0971.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,458$13 ▲0.6%10,0201.2%FinanceGOOGLAlphabet$2,366$12 ▲0.5%15,3031.2%Computer and TechnologyCVXChevron$2,268$23 ▲1.0%13,5561.2%EnergyPGProcter & Gamble$2,172$26 ▲1.2%12,7471.1%Consumer StaplesIWViShares Russell 3000 ETF$2,073$9 ▲0.4%6,5251.1%ETFIWRiShares Russell Mid-Cap ETF$1,9980.0%23,4821.0%ETFCRWDCrowdStrike$1,980$7 ▲0.4%5,6151.0%Computer and TechnologyJNJJohnson & Johnson$1,762$10 ▲0.6%10,6230.9%MedicalNEENextEra Energy$1,693$21 ▲1.3%23,8890.9%UtilitiesDUKDuke Energy$1,657$10 ▼-0.6%13,5870.8%UtilitiesUNHUnitedHealth Group$1,513$1 ▼-0.1%2,8890.8%MedicalGOOGAlphabet$1,511$43 ▲2.9%9,6740.8%Computer and TechnologyVZVerizon Communications$1,384$16 ▼-1.2%30,5170.7%Computer and TechnologyKOCoca-Cola$1,337$9 ▲0.6%18,6730.7%Consumer StaplesAVGOBroadcom$1,266$47 ▲3.8%7,5590.6%Computer and TechnologyLABCORP HOLDINGS INC$1,254$2 ▲0.2%5,3860.6%COM SHSMRKMerck & Co., Inc.$1,244$51 ▲4.3%13,8550.6%MedicalCOFCapital One Financial$1,232$237 ▲23.9%6,8700.6%FinanceAMDAdvanced Micro Devices$1,232$64 ▲5.5%11,9900.6%Computer and TechnologyGNRCGenerac$1,229$13 ▲1.0%9,7030.6%IndustrialsROPRoper Technologies$1,221$11 ▲0.9%2,0710.6%Computer and TechnologyLHXL3Harris Technologies$1,217$15 ▲1.3%5,8150.6%AerospaceCRMSalesforce$1,205$21 ▲1.8%4,4920.6%Computer and TechnologyUNPUnion Pacific$1,118$10 ▲0.9%4,7340.6%TransportationHSTHost Hotels & Resorts$1,116$10 ▲0.9%78,5560.6%FinanceCMCSAComcast$1,111$1 ▲0.1%30,1210.6%Consumer DiscretionaryORCLOracle$1,099$910 ▲481.0%7,8610.6%Computer and TechnologyUSBU.S. Bancorp$1,078$22 ▲2.1%25,5340.5%FinanceRITMRithm Capital$985$35 ▲3.7%86,0590.5%FinanceJMSBJohn Marshall Bancorp$9520.0%57,6190.5%FinanceQUALiShares MSCI USA Quality Factor ETF$928$68 ▼-6.8%5,4300.5%ETFTSMTaiwan Semiconductor Manufacturing$928$928 ▲New Holding5,5900.5%Computer and TechnologyNOWServiceNow$904$10 ▼-1.0%1,1360.5%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$869$132 ▲17.9%49,3920.4%ETFLLYEli Lilly and Company$865$865 ▲New Holding1,0470.4%MedicalTMUST-Mobile US$817$721 ▼-46.9%3,0650.4%Computer and TechnologyTSLATesla$816$38 ▼-4.4%3,1480.4%Auto/Tires/TrucksDDominion Energy$792$9 ▲1.2%14,1340.4%UtilitiesPFEPfizer$774$70 ▲9.9%30,5260.4%MedicalQQQInvesco QQQ$755$62 ▼-7.6%1,6110.4%FinanceIQLTiShares MSCI Intl Quality Factor ETF$750$750 ▲New Holding18,9090.4%ETFVTIVanguard Total Stock Market ETF$682$19 ▼-2.7%2,4830.3%ETFTLTiShares 20+ Year Treasury Bond ETF$645$1,042 ▼-61.8%7,0910.3%ETFPWRQuanta Services$637$8 ▼-1.2%2,5050.3%ConstructionHDHome Depot$5960.0%1,6270.3%Retail/WholesalePFXFVanEck Preferred Securities ex Financials ETF$530$340 ▲178.2%31,6390.3%ETFKVUEKenvue$529$172 ▼-24.5%22,0490.3%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$526$23 ▲4.5%10,1650.3%ETFWMTWalmart$481$23 ▲5.1%5,4780.2%Retail/WholesaleVSGXVanguard ESG International Stock ETF$464$11 ▲2.5%7,8710.2%ETFIBMInternational Business Machines$460$5 ▼-1.2%1,8490.2%Computer and TechnologyVPUVanguard Utilities ETF$453$76 ▼-14.3%2,6500.2%ETFESGUiShares ESG Aware MSCI USA ETF$452$84 ▲22.9%3,7060.2%ManufacturingOKEONEOK$4480.0%4,5180.2%EnergyALBAlbemarle$434$3 ▲0.7%6,0240.2%Basic MaterialsDOLWisdomTree International LargeCap Dividend Fund$423$12 ▼-2.8%7,6860.2%FinanceJEPIJPMorgan Equity Premium Income ETF$400$400 ▲New Holding6,9980.2%ETFCOSTCostco Wholesale$396$5 ▲1.2%4190.2%Retail/WholesaleCATCaterpillar$394$66 ▲20.1%1,1940.2%IndustrialsVBVanguard Small-Cap ETF$383$15 ▼-3.7%1,7250.2%ETFIJHiShares Core S&P Mid-Cap ETF$3810.0%6,5350.2%ETFEFAiShares MSCI EAFE ETF$3640.0%4,4550.2%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$363$1 ▼-0.4%21,9050.2%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$350$1 ▼-0.4%18,9150.2%ETFFYLDCambria Foreign Shareholder Yield ETF$340$1 ▲0.4%12,6130.2%ETFBRK.BBerkshire Hathaway$338$20 ▼-5.6%6350.2%FinanceABBVAbbVie$327$33 ▼-9.3%1,5630.2%MedicalCACICACI International$3220.0%8780.2%Computer and TechnologyCSCOCisco Systems$320$10 ▲3.2%5,1830.2%Computer and TechnologyBKNGBooking$309$309 ▲New Holding670.2%Retail/WholesaleESGVVanguard ESG US Stock ETF$291$41 ▲16.5%2,9670.1%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2890.0%5,9910.1%FinanceTFCTruist Financial$275$1 ▼-0.5%6,6870.1%FinanceVUGVanguard Growth ETF$272$59 ▼-17.8%7330.1%ETFTAT&T$269$269 ▲New Holding9,5140.1%Computer and TechnologyPMPhilip Morris International$259$24 ▼-8.6%1,6290.1%Consumer StaplesLOWLowe's Companies$246$7 ▲3.1%1,0550.1%Retail/WholesaleETNEaton$2340.0%8590.1%IndustrialsMDLZMondelez International$2320.0%3,4130.1%Consumer StaplesWMWaste Management$2320.0%1,0000.1%Business ServicesPEPPepsiCo$227$3 ▲1.1%1,5130.1%Consumer StaplesLDOSLeidos$2240.0%1,6580.1%AerospaceRSPRInvesco S&P 500 Equal Weight Real Estate ETF$2190.0%6,1250.1%ETFCBRECBRE Group$216$20 ▼-8.3%1,6500.1%FinanceShowing largest 100 holdings. 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