Meridian Financial, LLC Portfolio Holdings

Meridian Financial, LLC

  • $143 Billion
  • Q1 2025

Meridian Financial, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 121 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 $10.1B, Jp Morgan ETF Tr Ultra Short I with a value of $9.9B, Ishares Core S&P 500 ETF with a value of $8.6B, Ishares Core S&P Sm Cap ETF with a value of $7.11B, and Ishares Core Dividend Growth E with a value of $7.08B.

Examining the 13F form we can see an decrease of $2.27B in the current position value, from $145B to 143B.

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 $143 Billion
ETFs: $123 Billion
Technology: $6.26 Billion
Healthcare: $3.63 Billion
Industrials: $1.87 Billion
Financial Services: $1.84 Billion
Consumer Cyclical: $1.69 Billion
Utilities: $1.34 Billion
Communication Services: $1.27 Billion
Other: $858 Million

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 121
  • Current Value $143 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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