Meridian Financial, LLC Portfolio Holdings by Sector
Meridian Financial, LLC
- $155 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST SCHD IVV DGRO IJR IJH VO SPLG 87 stocks |
$134 Million
87.16% of portfolio
|
59
|
15
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ORCL 3 stocks |
$4.32 Million
2.82% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ ABBV 3 stocks |
$1.89 Million
1.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.58 Million
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO D DUK AEP NEE 5 stocks |
$1.31 Million
0.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.15 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.15 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$961,834
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$841,633
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$812,518
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$588,315
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$524,414
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ALNY UTHR 2 stocks |
$485,005
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$392,158
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$380,534
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$376,414
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$368,699
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$315,466
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$307,654
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$295,494
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$266,266
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$259,111
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$246,559
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$233,590
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$227,624
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$213,030
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$206,428
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|