Meridian Financial Partners LLC Purchases in Q4 2024

Meridian Financial Partners LLC

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
7.65K
+ 28.76%
$216.72 - $244.71 $1.66M - $1.87M
34.3K $8.06M
DGRO
Ishares Core Dividend Growth E

ETFs
26.6K
+ 8.25%
$60.73 - $64.94 $1.62M - $1.73M
349K $21.4M
NRZ
New Residential Investment Corp.

Real Estate
83K
New
N/A
83K $898K
FPE
First Tr Pfd Secs & Income ETF

ETFs
41.9K
New
$17.65 - $18.18 $740K - $762K
41.9K $742K
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.32%
$180.88 - $232.93 $10.9K - $14K
18.8K $4.14M
AVGO
Broadcom Inc.

Technology
168
+ 2.36%
$159.67 - $250.0 $26.8K - $42K
7.28K $1.69M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.68K
New
$56.61 - $61.63 $435K - $473K
7.68K $436K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.02K
New
$124.61 - $133.96 $376K - $404K
3.02K $388K
GOOGL
Alphabet Inc.

Communication Services
71
+ 0.47%
$161.86 - $196.66 $11.5K - $14K
15.2K $2.88M
VUG
Vanguard Growth ETF

ETFs
892
New
$378.79 - $428.11 $338K - $382K
892 $366K
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 0.59%
$275.15 - $388.2 $9.08K - $12.8K
5.6K $1.91M
NVDA
Nvidia Corp

Technology
87
+ 0.37%
$117.0 - $148.88 $10.2K - $13K
23.7K $3.18M
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 0.85%
$205.18 - $250.29 $17.2K - $21K
9.97K $2.39M
CRM
Salesforce, Inc.

Technology
19
+ 0.43%
$270.87 - $367.87 $5.15K - $6.99K
4.41K $1.48M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.55K
New
$100.18 - $109.1 $255K - $278K
2.55K $267K
IWN
Ishares Russell2000 Val ETF

ETFs
1.25K
New
$162.69 - $181.35 $203K - $226K
1.25K $205K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
11.4K
New
$17.21 - $18.41 $196K - $209K
11.4K $196K
COF
Capital One Financial Corp

Financial Services
88
+ 1.61%
$145.19 - $192.01 $12.8K - $16.9K
5.55K $989K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.09K
+ 10.95%
$74.5 - $78.37 $305K - $320K
41.4K $3.1M
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 0.44%
$206.1 - $246.94 $5.15K - $6.17K
5.77K $1.27M
OKE
Oneok Inc

Energy
10
+ 0.22%
$92.28 - $117.05 $923 - $1.17K
4.52K $454K
VPU
Vanguard Utilities ETF

ETFs
401
+ 14.9%
$160.52 - $179.11 $64.4K - $71.8K
3.09K $505K
IWR
Ishares Russell Mid Cap ETF

ETFs
116
+ 0.5%
$87.25 - $95.52 $10.1K - $11.1K
23.5K $2.08M
VB
Vanguard Small Cap ETF

ETFs
45
+ 2.58%
$233.76 - $261.58 $10.5K - $11.8K
1.79K $431K
TFC
Truist Financial Corp

Financial Services
189
+ 2.89%
$41.51 - $48.1 $7.85K - $9.09K
6.72K $292K
HST
Host Hotels & Resorts, Inc.

Real Estate
977
+ 1.27%
$17.24 - $19.07 $16.8K - $18.6K
77.8K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
414
+ 3.4%
$161.05 - $179.7 $66.7K - $74.4K
12.6K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.51%
$442.29 - $483.08 $4.42K - $4.83K
673 $305K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
173
+ 0.45%
$77.23 - $82.11 $13.4K - $14.2K
38.2K $2.97M
CVX
Chevron Corp

Energy
67
+ 0.5%
$141.15 - $162.53 $9.46K - $10.9K
13.4K $1.94M
GNRC
Generac Holdings Inc.

Industrials
29
+ 0.3%
$154.28 - $195.11 $4.47K - $5.66K
9.6K $1.49M
D
Dominion Energy, Inc

Utilities
219
+ 1.59%
$52.63 - $60.92 $11.5K - $13.3K
14K $752K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
321
+ 0.81%
$80.93 - $85.66 $26K - $27.5K
40K $3.24M
ROP
Roper Technologies Inc

Industrials
20
+ 0.98%
$519.85 - $575.95 $10.4K - $11.5K
2.05K $1.07M
UNP
Union Pacific Corp

Industrials
85
+ 1.85%
$223.15 - $249.32 $19K - $21.2K
4.69K $1.07M
DUK
Duke Energy Corp

Utilities
43
+ 0.32%
$105.76 - $120.76 $4.55K - $5.19K
13.7K $1.47M
KO
Coca Cola CO

Consumer Defensive
611
+ 3.41%
$61.74 - $71.71 $37.7K - $43.8K
18.6K $1.16M
JNJ
Johnson & Johnson

Healthcare
66
+ 0.63%
$143.34 - $165.86 $9.46K - $10.9K
10.6K $1.53M
XOM
Exxon Mobil Corp

Energy
219
+ 0.74%
$105.51 - $125.37 $23.1K - $27.5K
29.7K $3.2M
NEE
Nextera Energy Inc

Utilities
155
+ 0.66%
$69.77 - $85.43 $10.8K - $13.2K
23.6K $1.69M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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