MF

Meridian Financial Partners LLC

13F
Meridian Financial Partners LLC
Last update 2024-10-17 100 Stocks (22 new)
Value $198.00 Mil Turnover 14 %
Countries:
Top Holdings: VOO(15.91%)DGRO(10.23%)JPST(7.23%)AAPL(4.01%)IVV(3.43%)
Portfolio Report
Summary Stock Picks Current Portfolio
Meridian Financial Partners LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
59,662
31480.000
+0.83%
15.910
+0.13%
0.010
+11.55%
+21.36%
493529.541
 
DGRO 		iShares Core Dividend Growth ETF
322,836
20240.000
+3.13%
10.230
+0.31%
0.070
+7.90%
+15.96%
30270.044
 
JPST 		JPMorgan Ultra-Short Income ETF
281,806
14300.000
+2.61%
7.230
+0.18%
0.050
-0.08%
+0.36%
26833.243
 
AAPL 		Apple Inc
34,088
7940.000
New Holding
4.010
+4.01%
0.000
+6.90%
+16.50%
3377630.649
Hardware
IVV 		iShares Core S&P 500 ETF
11,762
6790.000
+11.25%
3.430
+0.35%
0.000
+11.40%
+21.33%
545905.122
 
VABK 		Virginia National Bankshares Corp
157,306
6550.000
+32.50%
3.310
+0.81%
2.930
+17.68%
+22.53%
219.455
Banks
MSFT 		Microsoft Corp
13,712
5900.000
+2.47%
2.980
+0.07%
0.000
+4.32%
+10.02%
3059156.044
Software
IWY 		iShares Russell Top 200 Growth ETF
26,607
5860.000
+3.53%
2.960
+0.10%
0.050
+14.27%
+26.95%
12200.911
 
TLT 		iShares 20+ Year Treasury Bond ETF
49,901
4900.000
-1.40%
2.480
-0.04%
0.010
-6.13%
-6.21%
60631.365
 
AMZN 		Amazon.com Inc
18,786
3500.000
New Holding
1.770
+1.77%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical

Meridian Financial Partners LLC's Historical Top Holdings Breakdowns

Meridian Financial Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30New Buy
+4.01%
●
207.23 ($223.32) 234.82
$223.45
0.06%
New holding
34,088
34,088
AMZN 		Amazon.com Inc2024-09-30New Buy
+1.77%
●
161.02 ($182.46) 200
$199.50
9.34%
New holding
18,786
18,786
AMD 		Advanced Micro Devices Inc2024-09-30New Buy
+0.97%
●
128.67 ($151.94) 183.96
$141.66
-6.77%
New holding
11,621
11,621
VABK 		Virginia National Bankshares Corp2024-09-30Add
+0.81%
●
30.39 ($37.49) 41.8
$40.86
8.99%
Add 32.5%
157,306
38,588
AVGO 		Broadcom Inc2024-09-30New Buy
+0.62%
●
136.27 ($160.32) 178.09
$173.90
8.47%
New holding
7,112
7,112
MBLY 		Mobileye Global Inc2024-09-30Sold Out
-0.59%
●
10.57 ($17.53) 27.89
$15.23
-13.12%
Sold Out
0
-37,369
CVS 		CVS Health Corp2024-09-30Sold Out
-0.55%
●
55.81 ($58.34) 63.18
$55.34
-5.14%
Sold Out
0
-15,521
FSD 		First Trust High Income Long/Short Fund2024-09-30New Buy
+0.48%
●
12.19 ($12.33) 12.58
$12.57
1.95%
New holding
52,504
52,504
MRK 		Merck & Co Inc2024-09-30Add
+0.46%
●
111.15 ($118.8) 128.97
$101.65
-14.44%
Add 141.67%
13,543
7,939
QQQ 		INVESCO QQQ Trust2024-09-30New Buy
+0.44%
●
434.77 ($473.23) 502.96
$492.21
4.01%
New holding
1,808
1,808

Meridian Financial Partners LLC Total Holding History ($B)

To

Meridian Financial Partners LLC's Asset Allocation

To

Meridian Financial Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Meridian Financial Partners LLC's Hypothetical Growth since 2024-09-30

Meridian Financial Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Meridian Financial Partners LLC's Holdings Heat Map

Size field:

Meridian Financial Partners LLC's Holdings Bubble Chart

Meridian Financial Partners LLC News

  • 1

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