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.