Meridian Financial, LLC Incresed Positions in Q1 2025

Meridian Financial, LLC

  • $143 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.85K
+ 1.07%
$27.01 - $28.54 $104K - $110K
362K $10.1B
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.1K
+ 27.28%
$29.82 - $30.1 $301K - $304K
47.1K $1.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.45K
+ 7.47%
$169.43 - $182.84 $245K - $265K
20.8K $3.6B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
653
+ 2.72%
$128.74 - $138.67 $84.1K - $90.6K
24.7K $3.34B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.3K
+ 1.19%
$50.39 - $50.66 $116K - $117K
195K $9.9B
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.32K
+ 21.16%
$32.5 - $33.3 $108K - $111K
19K $632M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 21.8%
$507.05 - $563.67 $146K - $162K
1.61K $827M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.2K
+ 5.93%
$77.7 - $78.94 $93.6K - $95K
21.5K $1.7B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
541
+ 7.57%
$67.08 - $76.14 $36.3K - $41.2K
7.69K $567M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
777
+ 21.18%
$126.86 - $146.45 $98.6K - $114K
4.45K $565M
XLV
Select Sector Spdr Fund Health

ETFs
81
+ 1.77%
$137.61 - $149.68 $11.1K - $12.1K
4.66K $681M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
419
+ 10.62%
$78.97 - $85.82 $33.1K - $36K
4.37K $362M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
936
+ 3.81%
$65.27 - $71.18 $61.1K - $66.6K
25.5K $1.69B
VZ
Verizon Communications Inc

Communication Services
80
+ 1.07%
$37.81 - $46.49 $3.02K - $3.72K
7.55K $342M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
273
+ 6.75%
$126.11 - $135.06 $34.4K - $36.9K
4.32K $556M
FLQH
Franklin Templeton Libertyq In

ETFs
431
+ 4.18%
N/A
10.7K $350M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.36K
+ 12.76%
$18.36 - $20.51 $24.9K - $27.9K
12K $237M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
986
+ 2.7%
$78.0 - $84.37 $76.9K - $83.2K
37.5K $2.99B
XLF
Financial Sector Spdr

ETFs
475
+ 6.11%
$47.32 - $52.19 $22.5K - $24.8K
8.25K $411M
Spdr Ser Tr
683
+ 6.67%
N/A
10.9K $413M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
29
+ 0.19%
$28.25 - $31.5 $819 - $914
15.3K $457M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
310
+ 4.02%
$46.86 - $50.66 $14.5K - $15.7K
8.03K $390M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1
+ 0.02%
$59.28 - $66.1 $59.3 - $66.1
5.07K $322M
D
Dominion Energy, Inc

Utilities
39
+ 0.83%
$52.85 - $57.43 $2.06K - $2.24K
4.75K $266M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
420
+ 4.64%
$23.19 - $23.5 $9.74K - $9.87K
9.47K $220M
VTV
Vanguard Value ETF

ETFs
2
+ 0.17%
$167.73 - $179.21 $335 - $358
1.21K $209M
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.14%
$156.61 - $168.02 $940 - $1.01K
4.36K $699M
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$39.61 - $47.74 $39.6 - $47.7
5.35K $223M
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 0.28%
N/A
10.4K $2.01B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
111
+ 2.96%
$80.73 - $94.96 $8.96K - $10.5K
3.86K $320M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
173
+ 4.09%
$121.0 - $142.28 $20.9K - $24.6K
4.4K $548M
IJK
Ishares S&P Midcap 400 Growth

ETFs
223
+ 3.95%
$81.62 - $96.63 $18.2K - $21.5K
5.87K $489M
USB
Us Bancorp \De\

Financial Services
11
+ 0.2%
$40.92 - $50.9 $450 - $560
5.65K $238M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.01%
$117.4 - $131.02 $117 - $131
7.14K $855M
VBR
Vanguard Small Cap Value ETF

ETFs
164
+ 2.86%
$183.02 - $207.75 $30K - $34.1K
5.9K $1.1B
SPMD
Spdr Portfolio

ETFs
980
+ 3.39%
$50.21 - $57.73 $49.2K - $56.6K
29.9K $1.53B
VUG
Vanguard Growth ETF

ETFs
16
+ 1.02%
$369.1 - $427.61 $5.91K - $6.84K
1.58K $586M
SYLD
Cambria Shareholder Yld ETF

ETFs
51
+ 0.37%
$62.77 - $71.4 $3.2K - $3.64K
13.7K $874M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
385
+ 2.64%
$77.33 - $90.16 $29.8K - $34.7K
15K $1.18B
SPYG
Spdr Portfolio

ETFs
469
+ 2.37%
$80.05 - $92.39 $37.5K - $43.3K
20.3K $1.63B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
924
+ 1.64%
$64.88 - $72.1 $59.9K - $66.6K
57.4K $3.77B
MRK
Merck & Co., Inc.

Healthcare
98
+ 0.6%
$83.01 - $101.02 $8.13K - $9.9K
16.4K $1.47B
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 0.31%
$247.97 - $296.33 $4.46K - $5.33K
5.81K $1.46B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.3K
+ 3.71%
$40.03 - $46.81 $92K - $108K
64.2K $2.62B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.05K
+ 0.89%
$57.21 - $65.8 $59.8K - $68.8K
118K $6.89B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
427
+ 0.63%
$102.49 - $119.96 $43.8K - $51.2K
68K $7.11B
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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