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:
Portfolio Report
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)

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Meridian Financial Partners LLC's Asset Allocation

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Meridian Financial Partners LLC Past Portfolios

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

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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

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Meridian Financial Partners LLC's Holdings Bubble Chart

Meridian Financial Partners LLC News

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