Meridian Financial, LLC Portfolio Holdings by Sector
Meridian Financial, LLC
- $138 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JPST SCHD IVV IJR IJH DGRO VO SPLG 77 stocks |
$115 Million
83.77% of portfolio
|
  49  
|
  17  
|
  2  
|
  2  
|
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD ORCL ADBE 4 stocks |
$4.48 Million
3.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK JNJ LLY 3 stocks |
$2.96 Million
2.15% of portfolio
|
- |
  3  
|
- |
  1  
|
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.96 Million
1.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.25 Million
0.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.14 Million
0.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO NEE D DUK 4 stocks |
$1.04 Million
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$988,027
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO INTC 3 stocks |
$975,782
0.71% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$785,914
0.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$732,142
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
UTHR CYTK ALNY 3 stocks |
$701,118
0.51% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS UNH 2 stocks |
$679,463
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$609,199
0.44% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$591,182
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$392,463
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$384,719
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$382,882
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$337,240
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$329,210
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$320,558
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$315,461
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$291,073
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$255,902
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$233,381
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$230,513
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|