Meridian Financial Partners LLC Portfolio Holdings
Meridian Financial Partners LLC
- $168 Million
- Q2 2024
Meridian Financial Partners LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $168 Million distributed in 82 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 $30.1M, Ishares Core Dividend Growth E with a value of $18.7M, Jp Morgan ETF Tr Ultra Short I with a value of $13.9M, Microsoft Corp with a value of $5.89M, and Ishares Core S&P 500 ETF with a value of $5.87M.
Examining the 13F form we can see an increase of $90.5M in the current position value, from $77.8M to 168M.
Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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