Meridian Financial, LLC Purchases in Q3 2024

Meridian Financial, LLC

  • $150 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.49K
+ 1.24%
$77.02 - $85.06 $115K - $127K
121K $10.2B
DGRO
Ishares Core Dividend Growth E

ETFs
4.4K
+ 4.05%
$57.47 - $62.76 $253K - $276K
113K $7.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
147
+ 0.22%
$105.53 - $118.34 $15.5K - $17.4K
68K $7.95B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.03K
+ 4.55%
$125.95 - $142.04 $130K - $147K
23.7K $3.37B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
337
+ 0.28%
$57.32 - $62.65 $19.3K - $21.1K
119K $7.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.31K
+ 4.32%
$60.84 - $67.51 $141K - $156K
55.9K $3.77B
RSP
Invesco S&P 500 Equal Weight E

ETFs
373
+ 2.03%
$162.83 - $179.16 $60.7K - $66.8K
18.8K $3.36B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.63K
+ 2.73%
$41.02 - $46.01 $66.8K - $74.9K
61.3K $2.79B
VB
Vanguard Small Cap ETF

ETFs
125
+ 0.9%
$214.77 - $237.72 $26.8K - $29.7K
14.1K $3.34B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.3K
+ 22.4%
$76.94 - $79.54 $254K - $262K
18K $1.43B
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.05K
New
$32.36 - $33.78 $228K - $238K
7.05K $238M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.13K
+ 72.57%
$50.85 - $53.88 $210K - $222K
9.82K $527M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.97K
New
$39.15 - $46.02 $194K - $228K
4.97K $227M
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$163.84 - $199.33 $188K - $229K
1.15K $227M
KO
Coca Cola CO

Consumer Defensive
3.12K
New
$62.69 - $73.01 $195K - $227K
3.12K $224M
AEP
American Electric Power CO Inc

Utilities
2.16K
New
$87.11 - $104.95 $188K - $227K
2.16K $221M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.12K
New
$36.98 - $41.55 $189K - $213K
5.12K $211M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 7.04%
$61.47 - $67.36 $105K - $115K
25.9K $1.74B
Kenvue Inc
8.83K
New
N/A
8.83K $204M
VIG
Vanguard Dividend Appreciation

ETFs
88
+ 0.83%
$182.15 - $182.15 $16K - $16K
10.7K $2.13B
VBR
Vanguard Small Cap Value ETF

ETFs
391
+ 7.38%
$179.99 - $201.6 $70.4K - $78.8K
5.69K $1.14B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.04K
+ 47.94%
$116.79 - $133.54 $121K - $138K
3.2K $422M
XLU
Utilities Sector Spdr

ETFs
444
+ 5.1%
$67.67 - $80.78 $30K - $35.9K
9.15K $739M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25
+ 0.7%
$523.84 - $572.02 $13.1K - $14.3K
3.61K $2.06B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.17K
+ 11.31%
$79.29 - $84.02 $92.8K - $98.3K
11.5K $964M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
203
+ 1.47%
$77.23 - $87.97 $15.7K - $17.9K
14K $1.22B
VOT
Vanguard Mid Cap Growth Index

ETFs
34
+ 0.38%
$218.05 - $243.47 $7.41K - $8.28K
9.06K $2.21B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
385
+ 3.03%
$178.94 - $207.0 $68.9K - $79.7K
13.1K $2.63B
RIGS
Riverfront Strategic Income Fd

ETFs
2.09K
+ 2.47%
$22.5 - $23.69 $47K - $49.5K
86.6K $2.03B
SYLD
Cambria Shareholder Yld ETF

ETFs
712
+ 5.23%
$66.68 - $72.81 $47.5K - $51.8K
14.3K $1.04B
SPYG
Spdr Portfolio

ETFs
623
+ 3.21%
$73.38 - $84.1 $45.7K - $52.4K
20.1K $1.66B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
400
+ 10.92%
$127.29 - $141.5 $50.9K - $56.6K
4.06K $567M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
152
+ 2.18%
$111.9 - $124.28 $17K - $18.9K
7.13K $881M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$517.38 - $573.86 $517 - $574
3K $1.72B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
812
+ 13.58%
$66.31 - $74.08 $53.8K - $60.2K
6.79K $499M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.03%
$95.1 - $106.76 $190 - $214
7.58K $809M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.92K
+ 5.56%
$29.58 - $30.31 $56.8K - $58.2K
36.5K $1.11B
Spdr Ser Tr
1.42K
+ 20.31%
N/A
8.41K $319M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
225
+ 6.05%
$117.9 - $128.2 $26.5K - $28.8K
3.94K $505M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 4.63%
$475.2 - $527.7 $26.6K - $29.6K
1.27K $668M
IJK
Ishares S&P Midcap 400 Growth

ETFs
435
+ 8.96%
$84.81 - $93.54 $36.9K - $40.7K
5.29K $486M
XLV
Select Sector Spdr Fund Health

ETFs
115
+ 2.64%
$143.3 - $157.24 $16.5K - $18.1K
4.48K $690M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
910
+ 19.57%
$50.15 - $51.27 $45.6K - $46.7K
5.56K $285M
D
Dominion Energy, Inc

Utilities
135
+ 2.98%
$48.01 - $58.53 $6.48K - $7.9K
4.67K $270M
XLF
Financial Sector Spdr

ETFs
402
+ 6.11%
$40.84 - $45.74 $16.4K - $18.4K
6.98K $316M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
193
+ 5.39%
$85.03 - $94.56 $16.4K - $18.3K
3.78K $352M
CVS
Cvs Health Corp

Healthcare
253
+ 3.91%
$55.81 - $63.18 $14.1K - $16K
6.73K $423M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
103
+ 2.69%
$80.13 - $88.89 $8.25K - $9.16K
3.93K $347M
USB
Us Bancorp \De\

Financial Services
15
+ 0.26%
$39.04 - $47.23 $586 - $708
5.82K $266M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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