Meridian Financial, LLC Incresed Positions in Q2 2025

Meridian Financial, LLC

  • $155 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.38K
+ 4.14%
$58.41 - $72.69 $139K - $173K
59.7K $4.34B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
429
+ 3.35%
$171.4 - $227.1 $73.5K - $97.4K
13.2K $3.01B
SPYG
Spdr Portfolio

ETFs
1.85K
+ 9.12%
$71.83 - $95.32 $133K - $176K
22.1K $2.11B
DGRO
Ishares Core Dividend Growth E

ETFs
3.45K
+ 3.01%
$55.22 - $63.94 $191K - $221K
118K $7.55B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.68K
+ 4.44%
$50.36 - $50.68 $437K - $440K
204K $10.3B
VO
Vanguard Mid Cap ETF

ETFs
74
+ 0.42%
$228.54 - $279.83 $16.9K - $20.7K
17.5K $4.9B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.78K
+ 7.4%
$71.28 - $83.74 $198K - $232K
40.3K $3.37B
VOT
Vanguard Mid Cap Growth Index

ETFs
35
+ 0.39%
$216.28 - $284.39 $7.57K - $9.95K
8.99K $2.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
763
+ 3.67%
$152.93 - $181.74 $117K - $139K
21.6K $3.92B
LVHI
Franklin International Low Vol

ETFs
9.34K
+ 149.86%
$28.91 - $33.28 $270K - $311K
15.6K $507M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
885
+ 19.91%
$113.67 - $150.4 $101K - $133K
5.33K $802M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.63K
+ 6.6%
$121.58 - $136.74 $198K - $222K
26.3K $3.57B
VB
Vanguard Small Cap ETF

ETFs
39
+ 0.28%
$193.73 - $237.37 $7.56K - $9.26K
14K $3.31B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.86K
+ 24.16%
$65.84 - $80.81 $122K - $150K
9.55K $765M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
702
+ 2.75%
$59.24 - $71.39 $41.6K - $50.1K
26.2K $1.87B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.55K
+ 11.78%
$29.82 - $30.19 $165K - $167K
52.6K $1.59B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.34K
+ 52.79%
$17.76 - $22.1 $113K - $140K
18.3K $405M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.96K
+ 9.1%
$77.94 - $79.5 $153K - $156K
23.5K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.38%
$167.32 - $223.3 $3.35K - $4.47K
5.25K $1.15B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
862
+ 1.34%
$35.35 - $42.68 $30.5K - $36.8K
65.1K $2.77B
VBK
Vanguard Small Cap Growth ETF

ETFs
20
+ 0.34%
$219.76 - $276.94 $4.4K - $5.54K
5.83K $1.61B
SPMD
Spdr Portfolio

ETFs
1.01K
+ 3.39%
$44.89 - $54.38 $45.4K - $55K
30.9K $1.68B
XLK
Technology Sector Spdr

ETFs
146
+ 6.64%
$179.73 - $253.23 $26.2K - $37K
2.35K $594M
VUG
Vanguard Growth ETF

ETFs
19
+ 1.2%
$329.49 - $438.4 $6.26K - $8.33K
1.6K $701M
VBR
Vanguard Small Cap Value ETF

ETFs
318
+ 5.39%
$162.76 - $195.77 $51.8K - $62.3K
6.21K $1.21B
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.1K
+ 16.31%
$32.62 - $33.58 $101K - $104K
22.1K $742M
XLU
Utilities Sector Spdr

ETFs
626
+ 6.4%
$73.09 - $82.77 $45.8K - $51.8K
10.4K $850M
Spdr Series Trust
1.58K
+ 14.45%
N/A
12.5K $486M
FLQH
Franklin Templeton Libertyq In

ETFs
971
+ 9.04%
N/A
11.7K $417M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
526
+ 3.45%
$27.24 - $33.15 $14.3K - $17.4K
15.8K $521M
RIGS
Riverfront Strategic Income Fd

ETFs
1.87K
+ 2.08%
$22.2 - $23.41 $41.6K - $43.8K
91.9K $2.14B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
100
+ 1.41%
$82.17 - $99.96 $8.22K - $10K
7.18K $706M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
284
+ 6.58%
$114.78 - $133.31 $32.6K - $37.9K
4.6K $613M
XLF
Financial Sector Spdr

ETFs
660
+ 8.0%
$43.92 - $52.37 $29K - $34.6K
8.91K $467M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
650
+ 8.46%
$90.85 - $102.31 $59.1K - $66.5K
8.33K $839M
IJK
Ishares S&P Midcap 400 Growth

ETFs
75
+ 1.28%
$73.7 - $90.98 $5.53K - $6.82K
5.94K $541M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
91
+ 2.07%
$108.87 - $133.04 $9.91K - $12.1K
4.49K $597M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1K
+ 7.7%
$68.13 - $74.77 $68.2K - $74.8K
14K $1.02B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.04%
$57.14 - $72.68 $114 - $145
5.07K $369M
DSTL
ETF Ser Solution Distillate Us

ETFs
700
+ 11.29%
$48.53 - $55.35 $34K - $38.7K
6.9K $382M
VOE
Vanguard Mid Cap Value Index F

ETFs
150
+ 3.44%
$141.87 - $164.49 $21.3K - $24.7K
4.51K $741M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
646
+ 8.8%
$51.1 - $53.29 $33K - $34.4K
7.99K $426M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
173
+ 4.48%
$72.61 - $88.75 $12.6K - $15.4K
4.03K $358M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17
+ 0.37%
$72.96 - $90.39 $1.24K - $1.54K
4.63K $414M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
27
+ 0.62%
$75.29 - $91.16 $2.03K - $2.46K
4.39K $396M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
162
+ 1.08%
$67.03 - $80.35 $10.9K - $13K
15.1K $1.21B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
617
+ 13.06%
$50.52 - $50.92 $31.2K - $31.4K
5.34K $272M
BAC
Bank Of America Corp

Financial Services
2
+ 0.04%
$34.39 - $47.46 $68.8 - $94.9
5.35K $253M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
74
+ 1.18%
$32.66 - $40.75 $2.42K - $3.02K
6.32K $256M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meridian Financial, LLC Portfolio

Follow Meridian Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email