Meridian Financial, LLC Reduced Holdings in Q2 2025

Meridian Financial, LLC

  • $155 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-833
- 9.74%
$172.42 - $223.89 $144K - $187K
7.72K $1.58B
MRK
Merck & Co., Inc.

Healthcare
-100
- 0.61%
$73.47 - $87.12 $7.35K - $8.71K
16.3K $1.29B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.55K
- 26.29%
$22.92 - $28.05 $127K - $156K
15.6K $436M
GOOG
Alphabet Inc.

Communication Services
-795
- 24.02%
$146.58 - $180.01 $117K - $143K
2.52K $446M
IHF
Ishares Tr

ETFs
-800
- 11.32%
$46.2 - $54.6 $37K - $43.7K
6.27K $305M
JNJ
Johnson & Johnson

Healthcare
-154
- 5.56%
$146.36 - $159.82 $22.5K - $24.6K
2.62K $400M
WM
Waste Management Inc

Industrials
-200
- 7.22%
$216.47 - $242.1 $43.3K - $48.4K
2.57K $588M
GOOGL
Alphabet Inc.

Communication Services
-565
- 21.37%
$144.7 - $178.6 $81.8K - $101K
2.08K $366M
ABBV
Abb Vie Inc.

Healthcare
-32
- 2.81%
$170.16 - $206.27 $5.45K - $6.6K
1.11K $205M
VZ
Verizon Communications Inc

Communication Services
-256
- 3.39%
$41.67 - $45.62 $10.7K - $11.7K
7.29K $315M
D
Dominion Energy, Inc

Utilities
-164
- 3.45%
$49.66 - $58.0 $8.14K - $9.51K
4.58K $259M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-190
- 2.37%
$42.56 - $50.32 $8.09K - $9.56K
7.84K $395M
USB
Us Bancorp \De\

Financial Services
-196
- 3.47%
$36.4 - $45.76 $7.13K - $8.97K
5.45K $247M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-128
- 1.79%
$103.88 - $123.68 $13.3K - $15.8K
7.01K $866M
SYLD
Cambria Shareholder Yld ETF

ETFs
-62
- 0.45%
$55.35 - $65.57 $3.43K - $4.07K
13.6K $887M
KOMP
Spdr S&P Kensho New Economies

ETFs
-349
- 5.81%
$40.86 - $54.38 $14.3K - $19K
5.66K $308M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-200
- 4.07%
$101.97 - $126.75 $20.4K - $25.4K
4.72K $598M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-100
- 2.99%
$468.22 - $566.51 $46.8K - $56.7K
3.24K $1.84B
CSCO
Cisco Systems, Inc.

Technology
-595
- 4.12%
$53.19 - $69.38 $31.6K - $41.3K
13.9K $962M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-191
- 1.65%
$42.19 - $56.47 $8.06K - $10.8K
11.4K $643M
SPY
Spdr S&P 500 ETF Trust

ETFs
-88
- 3.01%
$496.48 - $617.85 $43.7K - $54.4K
2.83K $1.75B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-650
- 3.61%
$35.12 - $48.24 $22.8K - $31.4K
17.4K $838M
Reddit Inc
-47
- 1.43%
N/A
3.24K $488M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-221
- 0.32%
$90.56 - $109.49 $20K - $24.2K
67.8K $7.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-102
- 0.09%
$51.16 - $62.02 $5.22K - $6.33K
118K $7.32B
IVV
Ishares Core S&P 500 ETF

ETFs
-188
- 1.23%
$498.8 - $620.9 $93.8K - $117K
15.1K $9.38B
MSFT
Microsoft Corp

Technology
-64
- 0.9%
$354.56 - $497.45 $22.7K - $31.8K
7.07K $3.52B
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meridian Financial, LLC Portfolio

Follow Meridian Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email