Meridian Financial, LLC Incresed Positions in Q3 2025

Meridian Financial, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 0.22%
$620.67 - $670.08 $20.5K - $22.1K
15.1K $10.1B
DGRO
Ishares Core Dividend Growth E

ETFs
2.68K
+ 2.27%
$64.12 - $68.08 $172K - $183K
121K $8.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.88K
+ 6.5%
$72.65 - $78.68 $282K - $305K
63.6K $4.98B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.71K
+ 9.21%
$84.28 - $89.46 $312K - $332K
44K $3.91B
LVHI
Franklin International Low Vol

ETFs
11.6K
+ 74.44%
$32.69 - $35.19 $379K - $408K
27.2K $944M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.98K
+ 21.23%
$78.96 - $80.04 $393K - $399K
28.5K $2.27B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
518
+ 3.91%
$225.11 - $247.9 $117K - $128K
13.8K $3.4B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13K
+ 70.67%
$21.69 - $23.34 $281K - $303K
31.3K $729M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.62K
+ 115.14%
$55.61 - $57.37 $312K - $322K
10.5K $599M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
581
+ 0.89%
$42.26 - $47.16 $24.6K - $27.4K
65.7K $3.04B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
696
+ 13.06%
$148.97 - $165.88 $104K - $115K
6.03K $992M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
395
+ 1.5%
$136.48 - $142.97 $53.9K - $56.5K
26.7K $3.74B
GOOGL
Alphabet Inc.

Communication Services
30
+ 1.44%
$174.36 - $254.72 $5.23K - $7.64K
2.11K $513M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.43K
+ 1.19%
$50.47 - $50.74 $123K - $123K
207K $10.5B
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.2K
+ 7.98%
$30.02 - $30.29 $126K - $127K
56.8K $1.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 3.98%
$567.77 - $614.76 $42.6K - $46.1K
1.96K $1.2B
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 0.28%
N/A
10.4K $2.24B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
28
+ 3.5%
$311.12 - $482.13 $8.71K - $13.5K
828 $378M
SPMD
Spdr Portfolio

ETFs
488
+ 1.58%
$54.43 - $58.29 $26.6K - $28.4K
31.4K $1.8B
XLU
Utilities Sector Spdr

ETFs
644
+ 6.19%
$81.14 - $87.32 $52.3K - $56.2K
11.1K $964M
VUG
Vanguard Growth ETF

ETFs
68
+ 4.25%
$433.97 - $484.08 $29.5K - $32.9K
1.67K $800M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
527
+ 2.01%
$70.77 - $73.59 $37.3K - $38.8K
26.8K $1.96B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.82K
+ 11.5%
$31.73 - $33.71 $57.6K - $61.2K
17.6K $592M
XLK
Technology Sector Spdr

ETFs
11
+ 0.47%
$250.97 - $282.66 $2.76K - $3.11K
2.36K $664M
V
Visa Inc.

Financial Services
224
+ 37.33%
$332.09 - $358.86 $74.4K - $80.4K
824 $281M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
350
+ 11.11%
$128.6 - $136.01 $45K - $47.6K
3.5K $473M
XLF
Financial Sector Spdr

ETFs
866
+ 9.72%
$51.37 - $54.25 $44.5K - $47K
9.78K $527M
FLQH
Franklin Templeton Libertyq In

ETFs
1.06K
+ 9.05%
N/A
12.8K $477M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
170
+ 3.7%
$132.9 - $142.03 $22.6K - $24.1K
4.77K $672M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.18K
+ 19.57%
$25.28 - $25.63 $55K - $55.8K
13.3K $341M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
601
+ 4.29%
$72.01 - $74.44 $43.3K - $44.7K
14.6K $1.07B
PPA
Invesco Exchange Traded Fd Tr

ETFs
200
+ 13.33%
$139.82 - $155.45 $28K - $31.1K
1.7K $264M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
81
+ 0.85%
$79.76 - $85.78 $6.46K - $6.95K
9.63K $815M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
694
+ 10.97%
$39.8 - $42.86 $27.6K - $29.7K
7.02K $300M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.09K
+ 4.91%
$33.26 - $34.01 $36.1K - $36.9K
23.2K $786M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.17K
+ 16.33%
$28.95 - $29.73 $33.9K - $34.8K
8.34K $248M
RIGS
Riverfront Strategic Income Fd

ETFs
1.32K
+ 1.43%
$22.47 - $23.92 $29.6K - $31.5K
93.2K $2.17B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
604
+ 11.31%
$50.81 - $51.07 $30.7K - $30.8K
5.94K $303M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
100
+ 2.04%
$42.88 - $49.1 $4.29K - $4.91K
5.01K $242M
VEA
Vanguard Ftse Developed Market

ETFs
265
+ 6.33%
$56.02 - $60.3 $14.8K - $16K
4.45K $267M
D
Dominion Energy, Inc

Utilities
35
+ 0.76%
$56.32 - $62.1 $1.97K - $2.17K
4.62K $283M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
309
+ 3.87%
$52.55 - $54.37 $16.2K - $16.8K
8.3K $449M
XLB
Select Sector Spdr Fd Material

ETFs
165
+ 4.2%
$86.72 - $92.61 $14.3K - $15.3K
4.09K $367M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
117
+ 1.49%
$49.55 - $52.25 $5.8K - $6.11K
7.96K $416M
AEP
American Electric Power CO Inc

Utilities
5
+ 0.23%
$103.26 - $115.0 $516 - $575
2.18K $245M
USB
Us Bancorp \De\

Financial Services
5
+ 0.09%
$43.94 - $50.41 $220 - $252
5.45K $264M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5
+ 0.19%
$81.61 - $86.58 $408 - $433
2.63K $224M
VZ
Verizon Communications Inc

Communication Services
71
+ 0.97%
$40.84 - $45.06 $2.9K - $3.2K
7.36K $324M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.07%
$86.07 - $90.74 $258 - $272
4.4K $394M
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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