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
+7.53%
+22.62%
491555.303
 
DGRO 		iShares Core Dividend Growth ETF
322,836
20240.000
+3.13%
10.230
+0.31%
0.070
+4.18%
+16.24%
30358.144
 
JPST 		JPMorgan Ultra-Short Income ETF
281,806
14300.000
+2.61%
7.230
+0.18%
0.050
-0.01%
+0.70%
26820.288
 
AAPL 		Apple Inc
34,088
7940.000
New Holding
4.010
+4.01%
0.000
+6.07%
+20.86%
3517475.573
Hardware
IVV 		iShares Core S&P 500 ETF
11,762
6790.000
+11.25%
3.430
+0.35%
0.000
+7.44%
+22.56%
549486.257
 
VABK 		Virginia National Bankshares Corp
157,306
6550.000
+32.50%
3.310
+0.81%
2.930
+5.47%
+19.80%
214.837
Banks
MSFT 		Microsoft Corp
13,712
5900.000
+2.47%
2.980
+0.07%
0.000
+3.71%
+17.07%
3246320.995
Software
IWY 		iShares Russell Top 200 Growth ETF
26,607
5860.000
+3.53%
2.960
+0.10%
0.050
+11.03%
+29.38%
12323.382
 
TLT 		iShares 20+ Year Treasury Bond ETF
49,901
4900.000
-1.40%
2.480
-0.04%
0.010
-1.15%
-6.18%
59323.744
 
AMZN 		Amazon.com Inc
18,786
3500.000
New Holding
1.770
+1.77%
0.000
+6.64%
+27.54%
2030682.281
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
$231.35
3.60%
New holding
34,088
34,088
AMZN 		Amazon.com Inc2024-09-30New Buy
+1.77%
●
161.02 ($182.46) 200
$193.48
6.04%
New holding
18,786
18,786
AMD 		Advanced Micro Devices Inc2024-09-30New Buy
+0.97%
●
128.67 ($151.94) 183.96
$150.48
-0.96%
New holding
11,621
11,621
VABK 		Virginia National Bankshares Corp2024-09-30Add
+0.81%
●
30.39 ($37.49) 41.8
$40.00
6.70%
Add 32.5%
157,306
38,588
AVGO 		Broadcom Inc2024-09-30New Buy
+0.62%
●
136.27 ($160.32) 178.09
$178.16
11.12%
New holding
7,112
7,112
MBLY 		Mobileye Global Inc2024-09-30Sold Out
-0.59%
●
10.57 ($17.53) 27.89
$12.89
-26.46%
Sold Out
0
-37,369
CVS 		CVS Health Corp2024-09-30Sold Out
-0.55%
●
55.81 ($58.34) 63.18
$56.49
-3.16%
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
$103.71
-12.70%
Add 141.67%
13,543
7,939
QQQ 		INVESCO QQQ Trust2024-09-30New Buy
+0.44%
●
434.77 ($473.23) 502.96
$499.31
5.51%
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

Discussions on Meridian Financial Partners LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.