Meridian Financial Partners LLC
CIK:0001763722
Investment Adviser
$511M AUM
113 holdings
Warrenton, VA, USA
Meridian Financial Partners LLC is an SEC-registered investment adviser providing personalized asset management and financial planning services.
Investment Strategy
Asset management based on individual client financial goals and asset allocation, with discretionary authority to manage accounts.
Top Buys
I
IVLUISHARES TR+$6.6M
J
JMEEJ P MORGAN EXCHANGE TRADED F+$2.6M
D
DGROISHARES TR+$2.1M
V
VOOVANGUARD INDEX FDS+$1.9M
A
AAPLAPPLE INC+$1.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC-$347.7K
J
JNJJOHNSON & JOHNSON-$326.0K
N
NOWSERVICENOW INC-$223.3K
J
JPSTJ P MORGAN EXCHANGE TRADED F-$169.6K
C
CMCSACOMCAST CORP NEW-$160.8K
Top Holdings
V
VOOVANGUARD INDEX FDS+11.9%$28.5M
D
DGROISHARES TR+10.7%$25.8M
J
JMEEJ P MORGAN EXCHANGE TRADED F+8.1%$19.5M
I
IWYISHARES TR+4.4%$10.5M
A
AAPLAPPLE INC+3.7%$9.0M
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.86% | $28.5M | 46,122 | $501.50 | $612.38 | +$1.9M |
D DGRO | ISHARES TR | 10.70% | $25.8M | 375,986 | $51.72 | $68.08 | +$2.1M |
J JMEE | J P MORGAN EXCHANGE TRADED F | 8.08% | $19.5M | 304,985 | $56.71 | $63.43 | +$2.6M |
I IWY | ISHARES TR | 4.37% | $10.5M | 37,871 | $223.98 | $273.65 | +$1.5M |
A AAPL | APPLE INC | 3.73% | $9.0M | 34,765 | $232.70 | $254.63 | +$1.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+5.8%
SEMICONDUCTORS & RELATED DEVICES
+5.0%
NATIONAL COMMERCIAL BANKS
+4.7%
ELECTRONIC COMPUTERS
+3.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.5%