Meridian Financial Partners Llc
13F Holdings
Filed: 2025-01-14
Portfolio Value
197.08K
arrow_upward
4.05%
Number of Holdings
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info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001763722
Filing Date
2025-01-14 00:00:00
Address
39 S. 4th Street
Warrenton
VA
Prior Value
189.42K
Top 10 Holdings %
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Portfolio Value
Meridian Financial Partners Llc
(13F - 2024-12-31)
Vanguard Index Fds
VOO
2025-04-14
Value
27.02K
Shares
Portfolio %
13.71%
Ishares Tr
DGRO
2025-04-14
Value
22.02K
Shares
Portfolio %
11.17%
J P Morgan Exchange Traded F
JMEE
2025-04-14
Value
14.67K
Shares
Portfolio %
7.44%
J P Morgan Exchange Traded F
JPST
2025-04-14
Value
8.14K
Shares
Portfolio %
4.13%
Value
7.74K
Shares
Portfolio %
3.93%
Ishares Tr
IWY
2025-04-14
Value
7.30K
Shares
Portfolio %
3.70%
Ishares Tr
IVV
2025-04-14
Value
6.36K
Shares
Portfolio %
3.23%
Virginia Natl Bankshares Cor
VABK
2025-04-14
Value
5.43K
Shares
Portfolio %
2.76%
Value
5.32K
Shares
Portfolio %
2.70%
Value
3.64K
Shares
Portfolio %
1.85%
Top Increases | Meridian Financial Partners Llc
(2024-12-31 → 2024-12-31)
Value Change
arrow_upward 873.00
Shares
Portfolio % Change
arrow_upward 0.44%
Portfolio %
0.56%
Vaneck Etf Trust
PFXF
2025-04-14
Value Change
arrow_upward 334.00
Shares
Portfolio % Change
arrow_upward 0.17%
Portfolio %
0.27%
Value Change
arrow_upward 325.00
Shares
Portfolio % Change
arrow_upward 0.13%
Portfolio %
1.15%
Value Change
arrow_upward 371.00
Shares
Portfolio % Change
arrow_upward 0.12%
Portfolio %
1.81%
Value Change
arrow_upward 243.00
Shares
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.63%
Value Change
arrow_upward 234.00
Shares
Portfolio % Change
arrow_upward 0.09%
Portfolio %
0.89%
Value Change
arrow_upward 182.00
Shares
Portfolio % Change
arrow_upward 0.07%
Portfolio %
0.68%
Value Change
arrow_upward 184.00
Shares
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.84%
Value Change
arrow_upward 228.00
Shares
Portfolio % Change
arrow_upward 0.06%
Portfolio %
1.46%
Value Change
arrow_upward 154.00
Shares
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.62%
Top Decreases | Meridian Financial Partners Llc
(2024-12-31 → 2024-12-31)
Invesco Exchange Traded Fd T
RSPR
2025-04-14
Value Change
arrow_downward 3.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Value Change
arrow_downward 51.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.77%
Value Change
arrow_downward 10.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
Value Change
arrow_downward 0.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Value Change
arrow_downward 66.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
1.00%
Invesco Exch Trd Slf Idx Fd
BSCU
2025-04-14
Value Change
arrow_downward 3.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.18%
Invesco Exch Trd Slf Idx Fd
BSCT
2025-04-14
Value Change
arrow_downward 2.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.18%
Wisdomtree Tr
DGS
2025-04-14
Value Change
arrow_downward -4.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.15%
Value Change
arrow_downward -6.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.12%
Value Change
arrow_downward -6.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.23%
Meridian Financial Partners Llc
(13F - 2024-12-31)
Comparing to 2024-12-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Meridian Financial Partners Llc
(2024-12-31 → 2024-12-31)
J P Morgan Exchange Traded F
JMEE
2025-04-14
Value
add_circle 14.67K
Shares
Portfolio %
7.44%
% Change
7.44%
Value
add_circle 928.00
Shares
Portfolio %
0.47%
% Change
0.47%
Value
add_circle 865.00
Shares
Portfolio %
0.44%
% Change
0.44%
Ishares Tr
IQLT
2025-04-14
Value
add_circle 750.00
Shares
Portfolio %
0.38%
% Change
0.38%
J P Morgan Exchange Traded F
JEPI
2025-04-14
Value
add_circle 400.00
Shares
Portfolio %
0.20%
% Change
0.20%
Value
add_circle 309.00
Shares
Portfolio %
0.16%
% Change
0.16%
At&t Inc
T-PC
2025-04-14
Value
add_circle 269.00
Shares
Portfolio %
0.14%
% Change
0.14%
Value
add_circle 211.00
Shares
Portfolio %
0.11%
% Change
0.11%
Ishares Tr
IWD
2025-04-14
Value
add_circle 200.00
Shares
Portfolio %
0.10%
% Change
0.10%
Closed Positions | Meridian Financial Partners Llc
(2024-12-31 → 2024-12-31)
Ishares Tr
-
2025-01-14
Value
remove_circle 205.00
Shares
Previous %
15.70%
% Change
-15.70%
Danaher Corporation
-
2025-01-14
Value
remove_circle 208.00
Shares
Previous %
15.70%
% Change
-15.70%
Aspen Technology Inc
-
2025-01-14
Value
remove_circle 440.00
Shares
Previous %
15.70%
% Change
-15.70%
Ford Mtr Co
-
2025-01-14
Value
remove_circle 602.00
Shares
Previous %
15.70%
% Change
-15.70%
On Semiconductor Corp
-
2025-01-14
Value
remove_circle 663.00
Shares
Previous %
15.70%
% Change
-15.70%