Meridian Financial, LLC Incresed Positions in Q4 2024

Meridian Financial, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.64K
+ 122.55%
$32.65 - $33.68 $282K - $291K
15.7K $514M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.44K
+ 2.9%
$50.37 - $50.6 $274K - $275K
193K $9.73B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.28K
+ 12.63%
$77.86 - $79.27 $177K - $180K
20.3K $1.58B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
572
+ 1.02%
$66.77 - $71.52 $38.2K - $40.9K
56.4K $3.89B
VOT
Vanguard Mid Cap Growth Index

ETFs
53
+ 0.58%
$241.48 - $274.89 $12.8K - $14.6K
9.12K $2.31B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
472
+ 14.76%
$129.96 - $144.97 $61.3K - $68.4K
3.67K $511M
GOOG
Alphabet Inc.

Communication Services
50
+ 1.53%
$163.08 - $198.16 $8.15K - $9.91K
3.31K $630M
Spdr Ser Tr
1.84K
+ 21.88%
N/A
10.2K $385M
VUG
Vanguard Growth ETF

ETFs
57
+ 3.78%
$378.79 - $428.11 $21.6K - $24.4K
1.56K $642M
XLF
Financial Sector Spdr

ETFs
798
+ 11.43%
$44.89 - $51.34 $35.8K - $41K
7.78K $376M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.55K
+ 4.43%
$80.93 - $85.66 $125K - $133K
36.5K $2.95B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
55
+ 4.34%
$521.84 - $558.82 $28.7K - $30.7K
1.32K $712M
VCIT
Vanguard Intermediate Term Cor

ETFs
884
+ 7.68%
$80.13 - $83.77 $70.8K - $74.1K
12.4K $995M
RSP
Invesco S&P 500 Equal Weight E

ETFs
597
+ 3.18%
$174.22 - $187.62 $104K - $112K
19.4K $3.39B
IJK
Ishares S&P Midcap 400 Growth

ETFs
357
+ 6.75%
$90.66 - $99.46 $32.4K - $35.5K
5.65K $513M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
870
+ 8.86%
$51.33 - $53.74 $44.7K - $46.8K
10.7K $550M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
100
+ 3.17%
$119.61 - $136.3 $12K - $13.6K
3.25K $401M
XLU
Utilities Sector Spdr

ETFs
891
+ 9.74%
$74.89 - $82.93 $66.7K - $73.9K
10K $760M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
322
+ 6.85%
$50.67 - $50.9 $16.3K - $16.4K
5.02K $255M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
378
+ 6.8%
$50.02 - $51.24 $18.9K - $19.4K
5.94K $298M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
100
+ 1.77%
$78.43 - $87.17 $7.84K - $8.72K
5.76K $462M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
13
+ 0.18%
$121.89 - $135.52 $1.58K - $1.76K
7.14K $892M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
+ 2.54%
$126.68 - $134.74 $12.7K - $13.5K
4.04K $516M
DSTL
ETF Ser Solution Distillate Us

ETFs
300
+ 5.08%
$54.74 - $58.88 $16.4K - $17.7K
6.2K $341M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
162
+ 3.99%
$134.53 - $150.65 $21.8K - $24.4K
4.23K $572M
DGRO
Ishares Core Dividend Growth E

ETFs
2.48K
+ 2.2%
$60.73 - $64.94 $151K - $161K
115K $7.08B
SPSB
Spdr Portfolio Short Term Corp

ETFs
501
+ 1.37%
$29.77 - $30.19 $14.9K - $15.1K
37K $1.1B
RIGS
Riverfront Strategic Income Fd

ETFs
1.13K
+ 1.31%
$22.67 - $23.54 $25.7K - $26.7K
87.7K $2.03B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
167
+ 2.34%
$42.79 - $44.9 $7.15K - $7.5K
7.32K $314M
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 0.79%
$197.36 - $217.3 $8.88K - $9.78K
5.73K $1.14B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12
+ 0.16%
$46.9 - $50.96 $563 - $612
7.72K $366M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.3K
+ 195.22%
$27.54 - $83.04 $395K - $1.19M
21.7K $601M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
566
+ 0.92%
$44.33 - $49.55 $25.1K - $28K
61.9K $2.78B
XLB
Select Sector Spdr Fd Material

ETFs
391
+ 10.75%
$83.8 - $97.58 $32.8K - $38.2K
4.03K $339M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
356
+ 5.24%
$67.29 - $73.38 $24K - $26.1K
7.15K $485M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.52K
+ 107.87%
$18.41 - $40.87 $102K - $226K
10.6K $197M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
3
+ 0.02%
$47.11 - $50.8 $141 - $152
12K $567M
D
Dominion Energy, Inc

Utilities
38
+ 0.81%
$52.63 - $60.92 $2K - $2.31K
4.71K $254M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
305
+ 4.03%
$99.2 - $108.47 $30.3K - $33.1K
7.88K $785M
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.14%
$160.89 - $176.18 $965 - $1.06K
4.35K $704M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
20
+ 0.51%
$79.93 - $88.06 $1.6K - $1.76K
3.95K $316M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.04%
$60.13 - $67.31 $120 - $135
5.07K $308M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13
+ 0.28%
$75.1 - $82.99 $976 - $1.08K
4.62K $349M
XLV
Select Sector Spdr Fund Health

ETFs
105
+ 2.34%
$136.28 - $154.74 $14.3K - $16.2K
4.58K $630M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
291
+ 1.23%
$131.66 - $144.0 $38.3K - $41.9K
24K $3.17B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
237K
+ 195.8%
$26.93 - $84.95 $6.39M - $20.2M
359K $9.79B
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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