Meridian Financial Partners LLC Portfolio Holdings

Meridian Financial Partners LLC

  • $213 Million
  • Q2 2025

Meridian Financial Partners LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $26.6M, Ishares Core Dividend Growth E with a value of $23.6M, J P Morgan Exchange Traded Fd with a value of $16.9M, Ishares Tr Russell 200 Growth with a value of $9.02M, and Apple Inc. with a value of $7.16M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $197M to 213M.

Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $119 Million
Technology: $30.5 Million
Financial Services: $15.7 Million
Communication Services: $7.89 Million
Industrials: $7.82 Million
Consumer Cyclical: $6.49 Million
Energy: $5.65 Million
Healthcare: $5.61 Million
Other: $11.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.16 Million 3.36% of portfolio
34,877
Q2 2025 Added 0.09%
$3.95T
$7.06 Million 3.32% of portfolio
14,190
Q2 2025 Added 0.23%
$202M
$5.51 Million 2.59% of portfolio
149,014
Q2 2025 Reduced 1.03%
$2.26T
$4.23 Million 1.99% of portfolio
19,266
Q2 2025 Added 0.74%
$456B
$3.75 Million 1.76% of portfolio
23,736
Q2 2025 Reduced 1.5%
$442B
$3.31 Million 1.55% of portfolio
30,667
Q2 2025 Added 2.14%
$551B
$2.85 Million 1.34% of portfolio
8,015
Q2 2025 Reduced 2.49%
$93.6B
$2.81 Million 1.32% of portfolio
5,510
Q2 2025 Reduced 1.87%
$859B
$2.81 Million 1.32% of portfolio
9,680
Q2 2025 Reduced 3.39%
$1.21T
$2.73 Million 1.28% of portfolio
15,510
Q2 2025 Added 1.35%
$127B
$2.09 Million 0.98% of portfolio
7,564
Q2 2025 Added 0.07%
$368B
$2.04 Million 0.96% of portfolio
12,792
Q2 2025 Added 0.35%
$302B
$1.97 Million 0.93% of portfolio
13,779
Q2 2025 Added 1.65%
$684B
$1.72 Million 0.81% of portfolio
7,851
Q2 2025 Reduced 0.13%
$282B
$1.71 Million 0.81% of portfolio
12,070
Q2 2025 Added 0.67%
$1.24T
$1.68 Million 0.79% of portfolio
9,454
Q2 2025 Reduced 2.27%
$452B
$1.64 Million 0.77% of portfolio
10,755
Q2 2025 Added 1.24%
$95.8B
$1.61 Million 0.76% of portfolio
13,665
Q2 2025 Added 0.57%
$83.2B
$1.48 Million 0.69% of portfolio
6,941
Q2 2025 Added 1.03%
$51.7B
$1.47 Million 0.69% of portfolio
5,843
Q2 2025 Added 0.48%
$12.7B
$1.43 Million 0.67% of portfolio
9,960
Q2 2025 Added 2.65%
$182B
$1.34 Million 0.63% of portfolio
30,968
Q2 2025 Added 1.48%
$306B
$1.33 Million 0.62% of portfolio
18,746
Q2 2025 Added 0.39%
$1.27T
$1.31 Million 0.61% of portfolio
5,761
Q2 2025 Added 3.06%
$232B
$1.28 Million 0.6% of portfolio
4,683
Q2 2025 Added 4.25%
$11.3B
$1.22 Million 0.57% of portfolio
79,474
Q2 2025 Added 1.17%
$55.1B
$1.18 Million 0.56% of portfolio
2,086
Q2 2025 Added 0.72%
$68B
$1.18 Million 0.55% of portfolio
26,050
Q2 2025 Added 2.02%
$203B
$1.13 Million 0.53% of portfolio
14,305
Q2 2025 Added 3.25%
$135B
$1.11 Million 0.52% of portfolio
4,803
Q2 2025 Added 1.46%
$141B
$1.12 Million 0.52% of portfolio
31,308
Q2 2025 Added 3.94%
$275M
$1.07 Million 0.5% of portfolio
57,619
Q4 2024 Reduced 7.69%
$5.08B
$1.01 Million 0.48% of portfolio
89,715
Q2 2025 Added 4.25%
$1.08T
$1.01 Million 0.47% of portfolio
3,181
Q2 2025 Added 1.05%
$56B
$945,000 0.44% of portfolio
2,500
Q2 2025 Reduced 0.2%
$245B
$922,000 0.43% of portfolio
2,956
Q2 2025 Added 2.32%
$608B
$836,000 0.39% of portfolio
1,073
Q2 2025 Added 2.48%
$51B
$799,000 0.38% of portfolio
14,134
Q1 2025 Added 1.17%
$138B
$786,000 0.37% of portfolio
32,442
Q2 2025 Added 6.28%
$172B
$771,000 0.36% of portfolio
750
Q2 2025 Reduced 33.98%
$314B
$746,000 0.35% of portfolio
3,129
Q2 2025 Added 2.09%
$405B
$609,000 0.29% of portfolio
1,661
Q2 2025 Added 2.09%
$281B
$536,000 0.25% of portfolio
5,478
Q1 2025 Added 5.06%
$621B
$505,000 0.24% of portfolio
1,039
Q2 2025 Added 63.62%
$210B
$492,000 0.23% of portfolio
1,669
Q2 2025 Reduced 9.73%
$218B
$464,000 0.22% of portfolio
1,194
Q1 2025 Added 20.12%
$439B
$415,000 0.2% of portfolio
419
Q1 2025 Added 1.21%
$217B
$405,000 0.19% of portfolio
70
Q2 2025 Added 4.48%
$293B
$360,000 0.17% of portfolio
5,183
Q1 2025 Added 3.25%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $213 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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