Meridian Financial, LLC Portfolio Holdings
Meridian Financial, LLC
- $138 Billion
- Q2 2024
Meridian Financial, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $9.57B, Schwab Strategic Tr Us Dividen with a value of $9.31B, Ishares Core S&P 500 ETF with a value of $8.69B, Ishares Core S&P Sm Cap ETF with a value of $7.24B, and Ishares Core S&P Mid Cap ETF with a value of $6.93B.
Examining the 13F form we can see an increase of $4.07B in the current position value, from $134B to 138B. Also it can be appreciated an additional of 4 stocks purchases and 5 closed positions.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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