Meridian Financial Partners LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 100 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 $29.7M, Ishares Core Dividend Growth E with a value of $21.4M, Jp Morgan ETF Tr Ultra Short I with a value of $9.38M, Apple Inc. with a value of $8.51M, and Ishares Tr Russell 200 Growth with a value of $8.06M.
Examining the 13F form we can see an decrease of $8.36M in the current position value, from $198M to 189M.
Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
ETFs: $100 Million
Technology: $27.7 Million
Financial Services: $14.7 Million
Communication Services: $8.31 Million
Consumer Cyclical: $6.95 Million
Industrials: $6.94 Million
Energy: $5.6 Million
Healthcare: $5.56 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
