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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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