Meridian Financial Partners LLC Reduced Holdings in Q1 2025

Meridian Financial Partners LLC

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.61K
- 4.73%
$507.05 - $563.67 $1.32M - $1.47M
52.6K $27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-25.4K
- 13.66%
$50.39 - $50.66 $1.28M - $1.29M
161K $8.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-11.5K
- 61.77%
$85.29 - $92.57 $977K - $1.06M
7.09K $645K
TSLA
Tesla, Inc.

Consumer Cyclical
-145
- 4.4%
$222.15 - $428.22 $32.2K - $62.1K
3.15K $816K
IVV
Ishares Core S&P 500 ETF

ETFs
-322
- 2.77%
$554.06 - $615.85 $178K - $198K
11.3K $6.36M
TMUS
T Mobile Us, Inc.

Communication Services
-2.71K
- 46.89%
$211.3 - $272.83 $572K - $738K
3.07K $817K
NOW
Service Now, Inc.

Technology
-12
- 1.05%
$783.83 - $1170.39 $9.41K - $14K
1.14K $904K
PWR
Quanta Services, Inc.

Industrials
-31
- 1.22%
$236.71 - $358.03 $7.34K - $11.1K
2.51K $637K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-132
- 7.57%
$468.34 - $539.52 $61.8K - $71.2K
1.61K $755K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-396
- 6.8%
$168.16 - $186.21 $66.6K - $73.7K
5.43K $928K
VUG
Vanguard Growth ETF

ETFs
-159
- 17.83%
$369.1 - $427.61 $58.7K - $68K
733 $272K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-295
- 0.74%
$78.0 - $84.37 $23K - $24.9K
39.7K $3.17M
VTI
Vanguard Total Stock Market Et

ETFs
-70
- 2.74%
$271.18 - $303.12 $19K - $21.2K
2.48K $682K
VPU
Vanguard Utilities ETF

ETFs
-442
- 14.29%
$161.24 - $173.33 $71.3K - $76.6K
2.65K $453K
VB
Vanguard Small Cap ETF

ETFs
-67
- 3.74%
$217.89 - $252.64 $14.6K - $16.9K
1.73K $383K
CBRE
Cbre Group, Inc.

Real Estate
-150
- 8.33%
$121.79 - $147.13 $18.3K - $22.1K
1.65K $216K
TFC
Truist Financial Corp

Financial Services
-34
- 0.51%
$39.48 - $48.15 $1.34K - $1.64K
6.69K $275K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-883
- 2.31%
$76.77 - $82.22 $67.8K - $72.6K
37.3K $2.96M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-75
- 0.39%
$18.18 - $18.58 $1.36K - $1.39K
18.9K $350K
BSCU
Invesco Exc Self Ind Tr

ETFs
-83
- 0.38%
$16.2 - $16.64 $1.34K - $1.38K
21.9K $363K
ABBV
Abb Vie Inc.

Healthcare
-160
- 9.29%
$169.2 - $216.66 $27.1K - $34.7K
1.56K $327K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-219
- 2.77%
$49.06 - $56.82 $10.7K - $12.4K
7.69K $423K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 5.65%
$442.66 - $534.52 $16.8K - $20.3K
635 $338K
PM
Philip Morris International Inc.

Consumer Defensive
-153
- 8.59%
$117.15 - $158.79 $17.9K - $24.3K
1.63K $259K
IBM
International Business Machines Corp

Technology
-22
- 1.18%
$217.4 - $264.74 $4.78K - $5.82K
1.85K $460K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.07%
$461.52 - $548.18 $923 - $1.1K
2.89K $1.51M
VZ
Verizon Communications Inc

Communication Services
-356
- 1.15%
$37.81 - $46.49 $13.5K - $16.6K
30.5K $1.38M
DUK
Duke Energy Corp

Utilities
-81
- 0.59%
$105.87 - $121.97 $8.58K - $9.88K
13.6K $1.66M
V
Visa Inc.

Financial Services
-174
- 2.07%
$306.92 - $362.71 $53.4K - $63.1K
8.22K $2.88M
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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