Meridian Financial, LLC Reduced Holdings in Q3 2024

Meridian Financial, LLC

  • $150 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-285
- 1.64%
$111.15 - $128.97 $31.7K - $36.8K
17.1K $1.95B
MSFT
Microsoft Corp

Technology
-60
- 0.75%
$395.15 - $467.56 $23.7K - $28.1K
7.94K $3.42B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.97K
- 1.04%
$50.25 - $50.74 $98.7K - $99.7K
188K $9.53B
AMZN
Amazon Com Inc

Consumer Cyclical
-16
- 0.27%
$161.02 - $200.0 $2.58K - $3.2K
5.91K $1.1B
NVDA
Nvidia Corp

Technology
-156
- 4.11%
$98.91 - $134.91 $15.4K - $21K
3.64K $443M
CVX
Chevron Corp

Energy
-1
- 0.04%
$137.88 - $161.97 $138 - $162
2.46K $362M
VZ
Verizon Communications Inc

Communication Services
-1.04K
- 12.08%
$38.89 - $45.0 $40.6K - $46.9K
7.59K $341M
BAC
Bank Of America Corp

Financial Services
-1
- 0.02%
$36.65 - $44.13 $36.7 - $44.1
6.1K $242M
KOMP
Spdr S&P Kensho New Economies

ETFs
-405
- 5.78%
$44.44 - $50.42 $18K - $20.4K
6.61K $326M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-200
- 3.69%
$37.37 - $41.82 $7.47K - $8.36K
5.22K $216M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 2.1%
$160.76 - $177.82 $8.04K - $8.89K
2.33K $404M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-26
- 1.0%
$82.19 - $91.05 $2.14K - $2.37K
2.58K $233M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-50
- 1.56%
$110.22 - $120.89 $5.51K - $6.04K
3.15K $379M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-239
- 3.02%
$94.31 - $103.26 $22.5K - $24.7K
7.67K $786M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-199
- 2.64%
$75.47 - $83.18 $15K - $16.6K
7.34K $609M
IHF
Ishares Tr

ETFs
-200
- 2.46%
$51.37 - $58.67 $10.3K - $11.7K
7.94K $453M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1
- 0.02%
$60.13 - $68.17 $60.1 - $68.2
5.07K $343M
VOE
Vanguard Mid Cap Value Index F

ETFs
-144
- 3.21%
$149.02 - $167.67 $21.5K - $24.1K
4.35K $729M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-688
- 2.98%
$46.17 - $51.13 $31.8K - $35.2K
22.4K $1.15B
CSCO
Cisco Systems, Inc.

Technology
-402
- 2.61%
$44.74 - $53.22 $18K - $21.4K
15K $799M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-349
- 2.57%
$64.57 - $71.76 $22.5K - $25K
13.3K $951M
SPMD
Spdr Portfolio

ETFs
-613
- 2.05%
$50.29 - $54.92 $30.8K - $33.7K
29.3K $1.6B
VBK
Vanguard Small Cap Growth ETF

ETFs
-111
- 1.87%
$240.48 - $267.94 $26.7K - $29.7K
5.82K $1.56B
AAPL
Apple Inc.

Technology
-373
- 4.02%
$207.23 - $234.82 $77.3K - $87.6K
8.92K $2.08B
IVV
Ishares Core S&P 500 ETF

ETFs
-376
- 2.37%
$520.18 - $576.82 $196K - $217K
15.5K $8.94B
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.01%
$237.84 - $263.83 $238 - $264
17.9K $4.72B
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
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