Meridian Financial, LLC Reduced Holdings in Q3 2025

Meridian Financial, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-901
- 18.76%
$129.01 - $139.72 $116K - $126K
3.9K $543M
IHF
Ishares Tr

ETFs
-2K
- 31.92%
$40.81 - $49.43 $81.6K - $98.9K
4.27K $211M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.8K
- 15.78%
$54.01 - $60.18 $97.1K - $108K
9.59K $575M
CSCO
Cisco Systems, Inc.

Technology
-743
- 5.36%
$66.2 - $71.79 $49.2K - $53.3K
13.1K $898M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-797
- 9.57%
$101.12 - $106.18 $80.6K - $84.6K
7.54K $777M
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.23K
- 21.69%
$54.38 - $62.69 $66.7K - $76.9K
4.43K $276M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.14K
- 8.37%
$63.93 - $70.45 $72.9K - $80.4K
12.5K $858M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-590
- 9.93%
$91.28 - $97.59 $53.9K - $57.6K
5.35K $513M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 5.39%
$150.47 - $161.22 $15K - $16.1K
1.76K $270M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.4K
- 8.98%
$28.15 - $30.13 $39.3K - $42.1K
14.2K $419M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-361
- 8.04%
$131.47 - $143.64 $47.5K - $51.9K
4.13K $584M
CVS
Cvs Health Corp

Healthcare
-610
- 11.18%
$58.75 - $76.5 $35.8K - $46.7K
4.85K $365M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-400
- 7.89%
$72.04 - $77.35 $28.8K - $30.9K
4.67K $358M
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 0.95%
$211.65 - $238.24 $10.6K - $11.9K
5.2K $1.14B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-244
- 4.05%
$43.1 - $44.6 $10.5K - $10.9K
5.77K $256M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-374
- 5.33%
$122.57 - $132.57 $45.8K - $49.6K
6.64K $861M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-100
- 2.22%
$60.96 - $64.31 $6.1K - $6.43K
4.41K $280M
XLI
Industrial Sector Spdr

ETFs
-68
- 3.14%
$147.94 - $154.99 $10.1K - $10.5K
2.1K $323M
Spdr Series Trust
-315
- 2.52%
N/A
12.2K $490M
VCIT
Vanguard Intermediate Term Cor

ETFs
-96
- 0.8%
$81.75 - $84.54 $7.85K - $8.12K
11.9K $1B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-125
- 3.1%
$87.69 - $96.0 $11K - $12K
3.91K $368M
RTX
Raytheon Technologies Corp

Industrials
-250
- 8.87%
$144.19 - $167.33 $36K - $41.8K
2.57K $430M
VOE
Vanguard Mid Cap Value Index F

ETFs
-146
- 3.24%
$164.63 - $174.58 $24K - $25.5K
4.36K $761M
BAC
Bank Of America Corp

Financial Services
-2
- 0.04%
$44.92 - $52.42 $89.8 - $105
5.35K $276M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-208
- 2.9%
$98.53 - $107.1 $20.5K - $22.3K
6.97K $732M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-278
- 1.34%
$50.02 - $53.28 $13.9K - $14.8K
20.5K $1.07B
AVGO
Broadcom Inc.

Technology
-50
- 5.32%
$264.74 - $369.57 $13.2K - $18.5K
890 $294M
Reddit Inc
-961
- 29.67%
N/A
2.28K $524M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.08K
- 4.3%
$62.09 - $66.51 $315K - $338K
113K $7.37B
MRK
Merck & Co., Inc.

Healthcare
-300
- 1.84%
$77.6 - $87.37 $23.3K - $26.2K
16K $1.34B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-622
- 2.88%
$181.56 - $190.33 $113K - $118K
20.9K $3.97B
VOT
Vanguard Mid Cap Growth Index

ETFs
-90
- 1.0%
$282.75 - $294.19 $25.4K - $26.5K
8.9K $2.61B
JNJ
Johnson & Johnson

Healthcare
-143
- 5.47%
$155.17 - $185.42 $22.2K - $26.5K
2.47K $459M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-57
- 1.76%
$567.09 - $607.37 $32.3K - $34.6K
3.19K $1.9B
VBR
Vanguard Small Cap Value ETF

ETFs
-87
- 1.4%
$195.41 - $212.37 $17K - $18.5K
6.13K $1.28B
VBK
Vanguard Small Cap Growth ETF

ETFs
-139
- 2.38%
$276.51 - $305.12 $38.4K - $42.4K
5.69K $1.69B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-592
- 3.91%
$79.39 - $90.39 $47K - $53.5K
14.6K $1.29B
GOOG
Alphabet Inc.

Communication Services
-50
- 1.99%
$175.16 - $255.24 $8.76K - $12.8K
2.47K $600M
SPYG
Spdr Portfolio

ETFs
-70
- 0.32%
$94.33 - $105.31 $6.6K - $7.37K
22K $2.3B
VB
Vanguard Small Cap ETF

ETFs
-105
- 0.75%
$237.58 - $259.17 $24.9K - $27.2K
13.9K $3.52B
AAPL
Apple Inc.

Technology
-624
- 8.08%
$202.38 - $256.87 $126K - $160K
7.1K $1.81B
VO
Vanguard Mid Cap ETF

ETFs
-59
- 0.34%
$279.83 - $293.74 $16.5K - $17.3K
17.4K $5.12B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.44K
- 0.39%
$26.38 - $27.95 $37.9K - $40.2K
363K $9.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.16K
- 3.18%
$108.46 - $120.63 $234K - $260K
65.6K $7.8B
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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