Meridian Financial, LLC Sells in Q1 2025

Meridian Financial, LLC

  • $143 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-60
- 0.39%
$554.06 - $615.85 $33.2K - $37K
15.3K $8.6B
MSFT
Microsoft Corp

Technology
-105
- 1.45%
$375.39 - $447.2 $39.4K - $47K
7.14K $2.68B
VB
Vanguard Small Cap ETF

ETFs
-119
- 0.85%
$217.89 - $252.64 $25.9K - $30.1K
13.9K $3.09B
AAPL
Apple Inc.

Technology
-118
- 1.36%
$209.68 - $247.1 $24.7K - $29.2K
8.55K $1.9B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-120
- 0.93%
$192.82 - $222.1 $23.1K - $26.7K
12.8K $2.47B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-105
- 3.05%
$522.96 - $601.18 $54.9K - $63.1K
3.34K $1.78B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.34K
- 31.27%
$50.82 - $52.7 $170K - $176K
7.34K $386M
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.38%
$190.26 - $242.06 $3.81K - $4.84K
5.23K $995M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-702
- 3.75%
$39.97 - $48.7 $28.1K - $34.2K
18K $721M
VO
Vanguard Mid Cap ETF

ETFs
-179
- 1.02%
$251.87 - $277.95 $45.1K - $49.8K
17.4K $4.51B
GOOGL
Alphabet Inc.

Communication Services
-140
- 5.03%
$154.33 - $206.19 $21.6K - $28.9K
2.64K $409M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34
- 1.15%
$551.42 - $612.93 $18.7K - $20.8K
2.92K $1.63B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-460
- 6.1%
$89.18 - $104.04 $41K - $47.9K
7.08K $648M
XLK
Technology Sector Spdr

ETFs
-35
- 1.57%
$206.38 - $242.18 $7.22K - $8.48K
2.2K $454M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.36K
- 18.65%
$42.36 - $43.8 $57.8K - $59.7K
5.95K $258M
KOMP
Spdr S&P Kensho New Economies

ETFs
-449
- 6.96%
$46.49 - $54.36 $20.9K - $24.4K
6.01K $279M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-578
- 2.67%
$25.58 - $29.24 $14.8K - $16.9K
21.1K $553M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-100
- 1.99%
$113.22 - $126.36 $11.3K - $12.6K
4.92K $565M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-100
- 3.08%
$110.9 - $132.93 $11.1K - $13.3K
3.15K $358M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-188
- 0.87%
$48.02 - $53.02 $9.03K - $9.97K
21.4K $1.06B
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-450
- 3.74%
$46.53 - $53.12 $20.9K - $23.9K
11.6K $545M
VCIT
Vanguard Intermediate Term Cor

ETFs
-456
- 3.68%
$79.17 - $82.04 $36.1K - $37.4K
11.9K $976M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-299
- 5.95%
$50.72 - $50.92 $15.2K - $15.2K
4.72K $240M
XLI
Industrial Sector Spdr

ETFs
-35
- 1.59%
$128.78 - $141.67 $4.51K - $4.96K
2.17K $284M
DGRO
Ishares Core Dividend Growth E

ETFs
-859
- 0.74%
$60.46 - $64.42 $51.9K - $55.3K
115K $7.08B
XLB
Select Sector Spdr Fd Material

ETFs
-100
- 2.48%
$83.19 - $90.99 $8.32K - $9.1K
3.93K $338M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-200
- 2.54%
$97.38 - $104.52 $19.5K - $20.9K
7.68K $785M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-100
- 11.11%
$233.07 - $290.7 $23.3K - $29.1K
800 $216M
SO
Southern CO

Utilities
-400
- 8.64%
$80.96 - $92.96 $32.4K - $37.2K
4.23K $389M
XLU
Utilities Sector Spdr

ETFs
-258
- 2.57%
$74.7 - $80.27 $19.3K - $20.7K
9.78K $771M
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.48%
$225.19 - $279.95 $3.38K - $4.2K
3.1K $759M
CSCO
Cisco Systems, Inc.

Technology
-150
- 1.03%
$58.74 - $64.87 $8.81K - $9.73K
14.5K $892M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.02%
$74.85 - $84.89 $74.9 - $84.9
4.62K $377M
RTX
Raytheon Technologies Corp

Industrials
-50
- 1.74%
$114.1 - $135.66 $5.71K - $6.78K
2.82K $373M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 1.81%
$442.66 - $534.52 $6.2K - $7.48K
759 $404M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-99
- 0.76%
$68.32 - $75.06 $6.76K - $7.43K
13K $972M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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