Meridian Financial, LLC ETFs

Meridian Financial, LLC

$143 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLK Technology Sector Spdr	$0	$454 Million 0.32% of portfolio	2,199	Q1 2025 Reduced 1.57%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$444 Million 0.31% of portfolio	5,763	Q4 2024 Added 1.77%
XLF Financial Sector Spdr	$0	$411 Million 0.29% of portfolio	8,253	Q1 2025 Added 6.11%
DIVB Ishares Tr U S Divid & Buyback	$0	$390 Million 0.27% of portfolio	8,030	Q1 2025 Added 4.02%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$386 Million 0.27% of portfolio	7,344	Q1 2025 Reduced 31.27%
EFA Ishares Tr Msci Eafe ETF	$0	$377 Million 0.26% of portfolio	4,615	Q1 2025 Reduced 0.02%
IHF Ishares Tr	$0	$373 Million 0.26% of portfolio	7,065	Q4 2024 Reduced 11.02%
VIGI Vanguard Whitehall Fds Intl Di	$0	$362 Million 0.25% of portfolio	4,366	Q1 2025 Added 10.62%
XMMO Invesco Exchange Traded Fd Tr	$0	$358 Million 0.25% of portfolio	3,150	Q1 2025 Reduced 3.08%
FLQH Franklin Templeton Libertyq In	$0	$350 Million 0.25% of portfolio	10,743	Q1 2025 Added 4.18%
VV Vanguard Large Cap ETF	$0	$350 Million 0.25% of portfolio	1,360	Q4 2021 New
XLB Select Sector Spdr Fd Material	$0	$338 Million 0.24% of portfolio	3,927	Q1 2025 Reduced 2.48%
DSTL ETF Ser Solution Distillate Us	$0	$336 Million 0.24% of portfolio	6,200	Q4 2024 Added 5.08%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$322 Million 0.23% of portfolio	5,070	Q1 2025 Added 0.02%
SLYG Spdr S&P 600 Small Cap Growth	$0	$320 Million 0.22% of portfolio	3,858	Q1 2025 Added 2.96%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$297 Million 0.21% of portfolio	5,938	Q4 2024 Added 6.8%
XLI Industrial Sector Spdr	$0	$284 Million 0.2% of portfolio	2,165	Q1 2025 Reduced 1.59%
KOMP Spdr S&P Kensho New Economies	$0	$279 Million 0.2% of portfolio	6,006	Q1 2025 Reduced 6.96%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$278 Million 0.2% of portfolio	4,511	Q4 2024 Reduced 2.19%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$258 Million 0.18% of portfolio	5,951	Q1 2025 Reduced 18.65%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$241 Million 0.17% of portfolio	575	Q2 2024 Reduced 3.52%
JMST Jp Morgan Ultra Short Mun Inco	$0	$240 Million 0.17% of portfolio	4,723	Q1 2025 Reduced 5.95%
SCHF Schwab Strategic Tr Intl Eqty	$0	$237 Million 0.17% of portfolio	12,003	Q1 2025 Added 12.76%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$228 Million 0.16% of portfolio	6,250	Q1 2025 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$220 Million 0.15% of portfolio	9,469	Q1 2025 Added 4.64%
VEA Vanguard Ftse Developed Market	$0	$213 Million 0.15% of portfolio	4,188	Q1 2025 New
REGL Proshares Tr S&P Midcap 400 Di	$0	$211 Million 0.15% of portfolio	2,618	Q4 2024 New
VTV Vanguard Value ETF	$0	$209 Million 0.15% of portfolio	1,208	Q1 2025 Added 0.17%
VHT Vanguard Health Care ETF	$0	$205 Million 0.14% of portfolio	774	Q1 2025 New
XLC Select Sector Spdr Tr Communic	$0	$203 Million 0.14% of portfolio	2,100	Q4 2024 New
LVHI Franklin International Low Vol	$0	$202 Million 0.14% of portfolio	6,231	Q1 2025 New

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