Meridian Financial Partners LLC Portfolio Holdings

Meridian Financial Partners LLC

  • $197 Million
  • Q1 2025

Meridian Financial Partners LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Million distributed in 104 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 $27M, Ishares Core Dividend Growth E with a value of $22M, J P Morgan Exchange Traded Fd with a value of $14.7M, Jp Morgan ETF Tr Ultra Short I with a value of $8.14M, and Apple Inc. with a value of $7.74M.

Examining the 13F form we can see an increase of $7.67M in the current position value, from $189M to 197M.

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

Portfolio value $197 Million
ETFs: $110 Million
Technology: $25.6 Million
Financial Services: $14.6 Million
Communication Services: $7.46 Million
Industrials: $6.7 Million
Healthcare: $6.7 Million
Energy: $6.29 Million
Consumer Cyclical: $5.61 Million
Other: $12 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.08B
$1.23 Million 0.62% of portfolio
9,703
Q1 2025 Added 1.04%
$5.08B
$985,000 0.5% of portfolio
86,059
Q1 2025 Added 3.73%
$8.44B
$434,000 0.22% of portfolio
6,024
Q1 2025 Added 0.67%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $197 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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