Meridian Financial Partners LLC Incresed Positions in Q1 2025

Meridian Financial Partners LLC

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
6.51K
+ 481.01%
$139.81 - $186.47 $910K - $1.21M
7.86K $1.1M
DGRO
Ishares Core Dividend Growth E

ETFs
7K
+ 2.0%
$60.46 - $64.42 $423K - $451K
356K $22M
XOM
Exxon Mobil Corp

Energy
276
+ 0.93%
$105.44 - $118.93 $29.1K - $32.8K
30K $3.57M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
20.3K
+ 178.24%
$16.76 - $17.69 $340K - $359K
31.6K $530K
CVX
Chevron Corp

Energy
140
+ 1.04%
$146.71 - $167.97 $20.5K - $23.5K
13.6K $2.27M
COF
Capital One Financial Corp

Financial Services
1.32K
+ 23.85%
$163.87 - $209.82 $217K - $278K
6.87K $1.23M
JNJ
Johnson & Johnson

Healthcare
59
+ 0.56%
$142.06 - $167.7 $8.38K - $9.89K
10.6K $1.76M
KO
Coca Cola CO

Consumer Defensive
120
+ 0.65%
$60.81 - $72.32 $7.3K - $8.68K
18.7K $1.34M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.1K
+ 2.66%
$73.78 - $76.59 $81.2K - $84.3K
42.5K $3.26M
ROP
Roper Technologies Inc

Industrials
19
+ 0.93%
$502.71 - $593.81 $9.55K - $11.3K
2.07K $1.22M
NRZ
New Residential Investment Corp.

Real Estate
3.1K
+ 3.73%
N/A
86.1K $985K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.55%
$225.19 - $279.95 $12.4K - $15.4K
10K $2.46M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 0.36%
$308.86 - $455.36 $6.18K - $9.11K
5.62K $1.98M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
691
+ 22.92%
$120.24 - $134.3 $83.1K - $92.8K
3.71K $452K
PG
Procter & Gamble CO

Consumer Defensive
151
+ 1.2%
$158.56 - $176.26 $23.9K - $26.6K
12.7K $2.17M
UNP
Union Pacific Corp

Industrials
44
+ 0.94%
$225.21 - $254.42 $9.91K - $11.2K
4.73K $1.12M
D
Dominion Energy, Inc

Utilities
164
+ 1.17%
$52.85 - $57.43 $8.67K - $9.42K
14.1K $792K
PFE
Pfizer Inc

Healthcare
2.74K
+ 9.87%
$25.01 - $27.13 $68.6K - $74.4K
30.5K $774K
CAT
Caterpillar Inc

Industrials
200
+ 20.12%
$326.75 - $407.63 $65.4K - $81.5K
1.19K $394K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
190
+ 2.47%
$55.47 - $61.45 $10.5K - $11.7K
7.87K $464K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
421
+ 16.54%
$96.93 - $109.51 $40.8K - $46.1K
2.97K $291K
FYLD
Cambria Foreign Shareholder Yi

ETFs
45
+ 0.36%
$24.97 - $27.67 $1.12K - $1.25K
12.6K $340K
CSCO
Cisco Systems, Inc.

Technology
163
+ 3.25%
$58.74 - $64.87 $9.57K - $10.6K
5.18K $320K
Labcorp Holdings Inc
9
+ 0.17%
N/A
5.39K $1.25M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.21%
$890.62 - $1076.86 $4.45K - $5.38K
419 $396K
WMT
Walmart Inc.

Consumer Defensive
264
+ 5.06%
$84.5 - $105.05 $22.3K - $27.7K
5.48K $481K
LHX
L3 Harris Technologies, Inc.

Industrials
72
+ 1.25%
$194.65 - $222.86 $14K - $16K
5.82K $1.22M
NEE
Nextera Energy Inc

Utilities
299
+ 1.27%
$66.96 - $76.16 $20K - $22.8K
23.9K $1.69M
PEP
Pepsico Inc

Consumer Defensive
17
+ 1.14%
$142.64 - $156.42 $2.42K - $2.66K
1.51K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 3.13%
$222.66 - $268.42 $7.13K - $8.59K
1.06K $246K
CMCSA
Comcast Corp

Communication Services
35
+ 0.12%
$33.19 - $38.23 $1.16K - $1.34K
30.1K $1.11M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
439
+ 4.51%
$51.45 - $58.51 $22.6K - $25.7K
10.2K $526K
MRK
Merck & Co., Inc.

Healthcare
569
+ 4.28%
$83.01 - $101.02 $47.2K - $57.5K
13.9K $1.24M
ALB
Albemarle Corp

Basic Materials
40
+ 0.67%
$69.95 - $97.49 $2.8K - $3.9K
6.02K $434K
IWV
Ishares Russell 3000 ETF

ETFs
28
+ 0.43%
$313.1 - $349.83 $8.77K - $9.8K
6.53K $2.07M
USB
Us Bancorp \De\

Financial Services
530
+ 2.12%
$40.92 - $50.9 $21.7K - $27K
25.5K $1.08M
AMD
Advanced Micro Devices Inc

Technology
620
+ 5.45%
$96.63 - $129.55 $59.9K - $80.3K
12K $1.23M
HST
Host Hotels & Resorts, Inc.

Real Estate
726
+ 0.93%
$14.21 - $17.45 $10.3K - $12.7K
78.6K $1.12M
GNRC
Generac Holdings Inc.

Industrials
100
+ 1.04%
$126.65 - $164.06 $12.7K - $16.4K
9.7K $1.23M
CRM
Salesforce, Inc.

Technology
78
+ 1.77%
$268.36 - $359.95 $20.9K - $28.1K
4.49K $1.21M
GOOG
Alphabet Inc.

Communication Services
275
+ 2.93%
$156.06 - $207.71 $42.9K - $57.1K
9.67K $1.51M
MSFT
Microsoft Corp

Technology
570
+ 4.2%
$375.39 - $447.2 $214K - $255K
14.2K $5.32M
AVGO
Broadcom Inc.

Technology
279
+ 3.83%
$167.43 - $244.7 $46.7K - $68.3K
7.56K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
279
+ 1.48%
$190.26 - $242.06 $53.1K - $67.5K
19.1K $3.64M
GOOGL
Alphabet Inc.

Communication Services
77
+ 0.51%
$154.33 - $206.19 $11.9K - $15.9K
15.3K $2.37M
NVDA
Nvidia Corp

Technology
423
+ 1.79%
$106.98 - $149.43 $45.3K - $63.2K
24.1K $2.61M
IWY
Ishares Tr Russell 200 Growth

ETFs
342
+ 1.0%
$210.19 - $243.33 $71.9K - $83.2K
34.6K $7.3M
AAPL
Apple Inc.

Technology
873
+ 2.57%
$209.68 - $247.1 $183K - $216K
34.8K $7.74M
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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