Meridian Financial, LLC Portfolio Holdings

Meridian Financial, LLC

  • $150 Billion
  • Q3 2024

Meridian Financial, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.2B, Jp Morgan ETF Tr Ultra Short I with a value of $9.53B, Ishares Core S&P 500 ETF with a value of $8.94B, Ishares Core S&P Sm Cap ETF with a value of $7.95B, and Ishares Core S&P Mid Cap ETF with a value of $7.4B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $138B to 150B.

Meridian Financial, LLC is based out at Holliston, MA

Below you can find more details about Meridian Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $126 Billion
Technology: $8.28 Billion
Healthcare: $4.9 Billion
Industrials: $2.1 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $1.75 Billion
Financial Services: $1.65 Billion
Utilities: $1.44 Billion
Other: $1.25 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $150 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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