Meridian Financial Partners LLC Sells in Q3 2024

Meridian Financial Partners LLC

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-13.7K
- 34.85%
$49.7 - $56.11 $680K - $767K
25.6K $1.41M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-24.7K
- 70.21%
$28.75 - $29.46 $710K - $727K
10.5K $308K
XOM
Exxon Mobil Corp

Energy
-328
- 1.1%
$109.72 - $119.0 $36K - $39K
29.5K $3.46M
ROP
Roper Technologies Inc

Industrials
-9
- 0.44%
$515.25 - $576.55 $4.64K - $5.19K
2.03K $1.13M
PFE
Pfizer Inc

Healthcare
-255
- 0.78%
$27.7 - $31.39 $7.06K - $8K
32.6K $943K
JPM
Jpmorgan Chase & CO

Financial Services
-87
- 0.87%
$194.9 - $224.8 $17K - $19.6K
9.88K $2.08M
LHX
L3 Harris Technologies, Inc.

Industrials
-31
- 0.53%
$221.96 - $243.27 $6.88K - $7.54K
5.76K $1.37M
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.91%
$161.9 - $179.3 $2.27K - $2.51K
1.53K $260K
COF
Capital One Financial Corp

Financial Services
-25
- 0.46%
$131.42 - $153.05 $3.29K - $3.83K
5.46K $817K
GNRC
Generac Holdings Inc.

Industrials
-93
- 0.96%
$133.16 - $159.78 $12.4K - $14.9K
9.57K $1.52M
JMSB
John Marshall Bancorp, Inc.

Financial Services
-2.51K
- 3.87%
$16.4 - $20.08 $41.2K - $50.4K
62.4K $1.24M
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 7.13%
$333.64 - $405.2 $41.7K - $50.7K
1.63K $660K
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 0.25%
$255.18 - $283.2 $1.79K - $1.98K
2.76K $780K
USB
Us Bancorp \De\

Financial Services
-117
- 0.45%
$39.04 - $47.23 $4.57K - $5.53K
26K $1.19M
CAT
Caterpillar Inc

Industrials
-14
- 1.39%
$316.8 - $391.12 $4.44K - $5.48K
994 $389K
ABBV
Abb Vie Inc.

Healthcare
-36
- 2.05%
$163.84 - $199.33 $5.9K - $7.18K
1.72K $340K
Labcorp Holdings Inc
-2
- 0.04%
N/A
5.43K $1.21M
IWV
Ishares Russell 3000 ETF

ETFs
-23
- 0.35%
$294.75 - $326.73 $6.78K - $7.51K
6.61K $2.16M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-778
- 1.92%
$75.88 - $83.21 $59K - $64.7K
39.6K $3.3M
D
Dominion Energy, Inc

Utilities
-66
- 0.48%
$48.01 - $58.53 $3.17K - $3.86K
13.8K $795K
VZ
Verizon Communications Inc

Communication Services
-236
- 0.71%
$38.89 - $45.0 $9.18K - $10.6K
33.2K $1.49M
NOW
Service Now, Inc.

Technology
-69
- 5.56%
$730.87 - $937.36 $50.4K - $64.7K
1.17K $1.05M
Kenvue Inc
-329
- 0.94%
N/A
34.6K $800K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-708
- 1.4%
$89.91 - $101.33 $63.7K - $71.7K
49.9K $4.9M
Activity Summary
Buys All Purchases 63 New Holdings 22 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meridian Financial Partners LLC Portfolio

Follow Meridian Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email