Meridian Financial, LLC Sells in Q4 2024

Meridian Financial, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-700
- 8.81%
$406.35 - $454.46 $284K - $318K
7.24K $3.05B
MRK
Merck & Co., Inc.

Healthcare
-849
- 4.95%
$96.31 - $114.76 $81.8K - $97.4K
16.3K $1.62B
CVS
Cvs Health Corp

Healthcare
-1.27K
- 18.93%
$43.78 - $67.46 $55.8K - $85.9K
5.46K $245M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-416
- 0.61%
$113.92 - $127.38 $47.4K - $53K
67.6K $7.79B
LMT
Lockheed Martin Corp

Industrials
-73
- 7.29%
$479.66 - $614.62 $35K - $44.9K
928 $451M
VTV
Vanguard Value ETF

ETFs
-649
- 34.99%
$168.32 - $181.87 $109K - $118K
1.21K $204M
IHF
Ishares Tr

ETFs
-875
- 11.02%
$47.41 - $56.83 $41.5K - $49.7K
7.07K $339M
JNJ
Johnson & Johnson

Healthcare
-400
- 12.62%
$143.34 - $165.86 $57.3K - $66.3K
2.77K $401M
VIG
Vanguard Dividend Appreciation

ETFs
-421
- 3.92%
N/A
10.3K $2.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.65K
- 1.39%
$61.68 - $67.87 $102K - $112K
117K $7.29B
LLY
Eli Lilly & CO

Healthcare
-75
- 19.84%
$727.2 - $932.06 $54.5K - $69.9K
303 $234M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.33K
- 5.12%
$65.67 - $69.79 $87.2K - $92.7K
24.6K $1.65B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-164
- 4.54%
$563.99 - $620.12 $92.5K - $102K
3.45K $1.96B
CVX
Chevron Corp

Energy
-599
- 24.36%
$141.15 - $162.53 $84.5K - $97.4K
1.86K $269M
PG
Procter & Gamble CO

Consumer Defensive
-475
- 20.39%
$161.05 - $179.7 $76.5K - $85.4K
1.86K $311M
ORCL
Oracle Corp

Technology
-500
- 26.39%
$165.41 - $192.43 $82.7K - $96.2K
1.4K $232M
XLI
Industrial Sector Spdr

ETFs
-600
- 21.43%
$131.76 - $143.99 $79.1K - $86.4K
2.2K $290M
UNH
Unitedhealth Group Inc

Healthcare
-80
- 13.72%
$485.52 - $625.25 $38.8K - $50K
503 $254M
MCD
Mcdonalds Corp

Consumer Cyclical
-200
- 13.32%
$288.47 - $316.54 $57.7K - $63.3K
1.3K $378M
VO
Vanguard Mid Cap ETF

ETFs
-285
- 1.59%
$261.5 - $284.63 $74.5K - $81.1K
17.6K $4.65B
GOOGL
Alphabet Inc.

Communication Services
-800
- 22.32%
$161.86 - $196.66 $129K - $157K
2.78K $527M
NEE
Nextera Energy Inc

Utilities
-300
- 9.09%
$69.77 - $85.43 $20.9K - $25.6K
3K $215M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-258
- 1.67%
$28.33 - $31.77 $7.31K - $8.2K
15.2K $431M
RTX
Raytheon Technologies Corp

Industrials
-300
- 9.47%
$114.45 - $127.21 $34.3K - $38.2K
2.87K $332M
PEP
Pepsico Inc

Consumer Defensive
-150
- 9.66%
$151.29 - $176.1 $22.7K - $26.4K
1.4K $213M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-450
- 8.23%
$118.0 - $127.04 $53.1K - $57.2K
5.02K $610M
ITW
Illinois Tool Works Inc

Industrials
-150
- 15.23%
$253.56 - $278.5 $38K - $41.8K
835 $212M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-827
- 3.69%
$50.53 - $55.55 $41.8K - $45.9K
21.6K $1.1B
DUK
Duke Energy Corp

Utilities
-250
- 11.33%
$105.76 - $120.76 $26.4K - $30.2K
1.96K $211M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-123
- 1.6%
$98.47 - $109.35 $12.1K - $13.5K
7.54K $743M
VZ
Verizon Communications Inc

Communication Services
-122
- 1.61%
$39.6 - $45.21 $4.83K - $5.52K
7.47K $299M
AVGO
Broadcom Inc.

Technology
-600
- 36.59%
$159.67 - $250.0 $95.8K - $150K
1.04K $241M
FLQH
Franklin Templeton Libertyq In

ETFs
-200
- 1.9%
N/A
10.3K $309M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150
- 1.13%
$69.58 - $74.87 $10.4K - $11.2K
13.1K $918M
JPM
Jpmorgan Chase & CO

Financial Services
-575
- 15.6%
$205.18 - $250.29 $118K - $144K
3.11K $746M
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.87%
$164.99 - $203.87 $1.65K - $2.04K
1.14K $202M
SPMD
Spdr Portfolio

ETFs
-422
- 1.44%
$54.13 - $59.56 $22.8K - $25.1K
28.9K $1.58B
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-100
- 3.88%
$86.15 - $94.34 $8.62K - $9.43K
2.48K $219M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-30
- 0.79%
$89.9 - $100.66 $2.7K - $3.02K
3.75K $339M
XLK
Technology Sector Spdr

ETFs
-125
- 5.3%
$220.26 - $241.44 $27.5K - $30.2K
2.23K $519M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 1.9%
$442.29 - $483.08 $6.63K - $7.25K
773 $350M
IBM
International Business Machines Corp

Technology
-45
- 2.47%
$204.9 - $238.04 $9.22K - $10.7K
1.78K $391M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-101
- 2.19%
$60.51 - $65.57 $6.11K - $6.62K
4.51K $274M
BAC
Bank Of America Corp

Financial Services
-750
- 12.3%
$39.22 - $47.77 $29.4K - $35.8K
5.35K $235M
KOMP
Spdr S&P Kensho New Economies

ETFs
-150
- 2.27%
$48.59 - $54.76 $7.29K - $8.21K
6.46K $328M
USB
Us Bancorp \De\

Financial Services
-187
- 3.21%
$43.98 - $53.66 $8.22K - $10K
5.63K $269M
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 1.63%
$567.81 - $607.81 $27.8K - $29.8K
2.96K $1.73B
VB
Vanguard Small Cap ETF

ETFs
-30
- 0.21%
$233.76 - $261.58 $7.01K - $7.85K
14K $3.38B
AMZN
Amazon Com Inc

Consumer Cyclical
-655
- 11.09%
$180.88 - $232.93 $118K - $153K
5.25K $1.15B
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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