Meridian Financial Partners LLC Purchases in Q2 2025

Meridian Financial Partners LLC

  • $213 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
23.1K
+ 8.81%
$49.07 - $59.23 $1.13M - $1.37M
285K $16.9M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
61.2K
New
$26.69 - $33.44 $1.63M - $2.05M
61.2K $2.01M
MSFT
Microsoft Corp

Technology
33
+ 0.23%
$354.56 - $497.45 $11.7K - $16.4K
14.2K $7.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
2K
+ 5.78%
$187.5 - $246.51 $375K - $493K
36.6K $9.02M
DGRO
Ishares Core Dividend Growth E

ETFs
13.4K
+ 3.75%
$55.22 - $63.94 $738K - $854K
370K $23.6M
AVGO
Broadcom Inc.

Technology
5
+ 0.07%
$146.29 - $275.65 $731 - $1.38K
7.56K $2.09M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.9K
+ 73.29%
$35.9 - $43.76 $498K - $606K
32.8K $1.42M
AMZN
Amazon Com Inc

Consumer Cyclical
141
+ 0.74%
$167.32 - $223.3 $23.6K - $31.5K
19.3K $4.23M
AMD
Advanced Micro Devices Inc

Technology
80
+ 0.67%
$78.21 - $143.81 $6.26K - $11.5K
12.1K $1.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
171
+ 3.06%
$141.37 - $228.57 $24.2K - $39.1K
5.76K $1.31M
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 0.48%
$200.21 - $256.99 $5.61K - $7.2K
5.84K $1.47M
COF
Capital One Financial Corp

Financial Services
71
+ 1.03%
$150.57 - $212.76 $10.7K - $15.1K
6.94K $1.48M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.74K
New
$60.61 - $87.72 $166K - $240K
2.74K $232K
EMR
Emerson Electric CO

Industrials
1.58K
New
$94.15 - $133.33 $149K - $211K
1.58K $211K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.21K
+ 5.19%
$75.05 - $77.34 $166K - $171K
44.7K $3.46M
Ab Active Etfs Inc
5.09K
New
N/A
5.09K $201K
GNRC
Generac Holdings Inc.

Industrials
257
+ 2.65%
$101.92 - $143.21 $26.2K - $36.8K
9.96K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 1.05%
$221.86 - $362.89 $7.32K - $12K
3.18K $1.01M
Labcorp Holdings Inc
46
+ 0.85%
N/A
5.43K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
404
+ 63.62%
$483.48 - $539.8 $195K - $218K
1.04K $505K
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 2.73%
$416.06 - $551.64 $18.3K - $24.3K
1.66K $913K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.31K
+ 22.74%
$45.88 - $54.4 $106K - $126K
12.5K $679K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
638
+ 17.22%
$108.06 - $135.3 $68.9K - $86.3K
4.34K $588K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.2K
+ 15.23%
$52.84 - $65.52 $63.4K - $78.6K
9.07K $594K
Tortoise Capital Series Trus
12.4K
New
N/A
12.4K $114K
VUG
Vanguard Growth ETF

ETFs
145
+ 19.78%
$329.49 - $438.4 $47.8K - $63.6K
878 $385K
HST
Host Hotels & Resorts, Inc.

Real Estate
918
+ 1.17%
$12.7 - $16.07 $11.7K - $14.8K
79.5K $1.22M
USB
Us Bancorp \De\

Financial Services
516
+ 2.02%
$36.4 - $45.76 $18.8K - $23.6K
26.1K $1.18M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.48%
$4164.15 - $5789.24 $12.5K - $17.4K
70 $405K
QUAL
Ishares Msci Usa Quality Facto

ETFs
113
+ 2.08%
$152.42 - $182.82 $17.2K - $20.7K
5.54K $1.01M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
429
+ 14.46%
$86.93 - $109.64 $37.3K - $47K
3.4K $372K
ETN
Eaton Corp PLC

Industrials
1
+ 0.12%
$246.52 - $356.99 $247 - $357
860 $307K
CRM
Salesforce, Inc.

Technology
191
+ 4.25%
$236.26 - $291.15 $45.1K - $55.6K
4.68K $1.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 17.68%
$51.14 - $57.0 $63.3K - $70.5K
8.24K $468K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.54K
+ 8.03%
$15.52 - $17.13 $39.4K - $43.5K
34.2K $585K
VPU
Vanguard Utilities ETF

ETFs
174
+ 6.57%
$158.36 - $178.82 $27.6K - $31.1K
2.82K $498K
NRZ
New Residential Investment Corp.

Real Estate
3.66K
+ 4.25%
N/A
89.7K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 2.09%
$335.24 - $380.78 $11.4K - $12.9K
1.66K $609K
PFE
Pfizer Inc

Healthcare
1.92K
+ 6.28%
$21.59 - $24.84 $41.4K - $47.6K
32.4K $786K
T
At&T Inc.

Communication Services
37
+ 0.39%
$26.33 - $28.94 $974 - $1.07K
9.55K $276K
CMCSA
Comcast Corp

Communication Services
1.19K
+ 3.94%
$32.84 - $36.72 $39K - $43.6K
31.3K $1.12M
KO
Coca Cola CO

Consumer Defensive
73
+ 0.39%
$68.37 - $73.9 $4.99K - $5.39K
18.7K $1.33M
UNP
Union Pacific Corp

Industrials
69
+ 1.46%
$208.27 - $238.46 $14.4K - $16.5K
4.8K $1.11M
NEE
Nextera Energy Inc

Utilities
242
+ 1.01%
$64.11 - $75.0 $15.5K - $18.2K
24.1K $1.68M
LLY
Eli Lilly & CO

Healthcare
26
+ 2.48%
$713.71 - $898.95 $18.6K - $23.4K
1.07K $836K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$170.16 - $206.27 $170 - $206
1.56K $290K
ROP
Roper Technologies Inc

Industrials
15
+ 0.72%
$519.19 - $590.78 $7.79K - $8.86K
2.09K $1.18M
VZ
Verizon Communications Inc

Communication Services
451
+ 1.48%
$41.67 - $45.62 $18.8K - $20.6K
31K $1.34M
DUK
Duke Energy Corp

Utilities
78
+ 0.57%
$112.46 - $124.05 $8.77K - $9.68K
13.7K $1.61M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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