The Analysis of Meridian Financial Advisors, LLC's Holdings
Currently, Meridian Financial Advisors, LLC holds 140 types of securities in its portfolio with a total value $177.5M. In the most recent quarter, they have increased their positions in QQQ (+15.0K shares, valued at $9.0M), RWL (+9.1K shares, valued at $1.0M), ICLO (+20.7K shares, valued at $530.1K); decreased their positions in IJH (-5.1K shares, valued at $331.4K), IJR (-2.2K shares, valued at $256.6K), RDDT (-961 shares, valued at $221.0K); initiated new positions in QQQ (+15.0K shares, valued at $9.0M), RWL (+9.1K shares, valued at $1.0M), ICLO (+20.7K shares, valued at $530.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPST J P MORGAN EXCHANGE TRADED F206.6K shares1.19%2025-09-302025-10-20
IVV ISHARES TR15.1K shares0.22%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR362.8K shares-0.39%2025-09-302025-10-20 QQQ INVESCO QQQ TR15.0K sharesnew addition2025-09-302025-10-20 DGRO ISHARES TR120.7K shares2.27%2025-09-302025-10-20 IJR ISHARES TR65.6K shares-3.18%2025-09-302025-10-20 IJH ISHARES TR112.9K shares-4.30%2025-09-302025-10-20 VO VANGUARD INDEX FDS17.4K shares-0.34%2025-09-302025-10-20 SPYM SPDR SERIES TRUST63.6K shares6.50%2025-09-302025-10-20 RSP INVESCO EXCHANGE TRADED FD T20.9K shares-2.88%2025-09-302025-10-20 DGRW WISDOMTREE TR44.0K shares9.21%2025-09-302025-10-20 MSFT MICROSOFT CORP7.2K shares2.43%2025-09-302025-10-20 SDY SPDR SERIES TRUST26.7K shares1.50%2025-09-302025-10-20 VB VANGUARD INDEX FDS13.9K shares-0.75%2025-09-302025-10-20 QQQM INVESCO EXCH TRADED FD TR II13.8K shares3.91%2025-09-302025-10-20 SPSM SPDR SERIES TRUST65.7K shares0.89%2025-09-302025-10-20 VOT VANGUARD INDEX FDS8.9K shares-1.00%2025-09-302025-10-20 SPYG SPDR SERIES TRUST22.0K shares-0.32%2025-09-302025-10-20 VCSH VANGUARD SCOTTSDALE FDS28.5K shares21.23%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS10.4K shares0.28%2025-09-302025-10-20 RIGS ALPS ETF TR93.2K shares1.43%2025-09-302025-10-20 SPHQ INVESCO EXCHANGE TRADED FD T26.8K shares2.01%2025-09-302025-10-20 MDY SPDR S&P MIDCAP 400 ETF TR3.2K shares-1.76%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR2.8K shares0.00%2025-09-302025-10-20 AAPL APPLE INC7.1K shares-8.08%2025-09-302025-10-20 SPMD SPDR SERIES TRUST31.4K shares1.58%2025-09-302025-10-20 SPSB SPDR SERIES TRUST56.8K shares7.98%2025-09-302025-10-20 VBK VANGUARD INDEX FDS5.7K shares-2.38%2025-09-302025-10-20 MRK MERCK & CO INC16.0K shares-1.84%2025-09-302025-10-20 SLYV SPDR SERIES TRUST14.6K shares-3.91%2025-09-302025-10-20 VBR VANGUARD INDEX FDS6.1K shares-1.40%2025-09-302025-10-20 VOO VANGUARD INDEX FDS2.0K shares3.98%2025-09-302025-10-20 AMZN AMAZON COM INC5.2K shares-0.95%2025-09-302025-10-20 SPLV INVESCO EXCH TRADED FD TR II14.6K shares4.29%2025-09-302025-10-20 DON WISDOMTREE TR20.5K shares-1.34%2025-09-302025-10-20 RWL INVESCO EXCH TRADED FD TR II9.1K sharesnew addition2025-09-302025-10-20 VCIT VANGUARD SCOTTSDALE FDS11.9K shares-0.80%2025-09-302025-10-20 IUSG ISHARES TR6.0K shares13.06%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.3.1K shares0.00%2025-09-302025-10-20 XLU SELECT SECTOR SPDR TR11.1K shares6.19%2025-09-302025-10-20 LVHI LEGG MASON ETF INVT27.2K shares74.44%2025-09-302025-10-20 FBCG FIDELITY COVINGTON TRUST17.4K shares0.00%2025-09-302025-10-20 CSCO CISCO SYS INC13.1K shares-5.36%2025-09-302025-10-20 IJJ ISHARES TR6.6K shares-5.33%2025-09-302025-10-20 SYLD CAMBRIA ETF TR12.5K shares-8.37%2025-09-302025-10-20 VYMI VANGUARD WHITEHALL FDS9.6K shares0.85%2025-09-302025-10-20 VUG VANGUARD INDEX FDS1.7K shares4.25%2025-09-302025-10-20 SPIB SPDR SERIES TRUST23.2K shares4.91%2025-09-302025-10-20 NOBL PROSHARES TR7.5K shares-9.57%2025-09-302025-10-20 VOE VANGUARD INDEX FDS4.4K shares-3.24%2025-09-302025-10-20 XMHQ INVESCO EXCHANGE TRADED FD T7.0K shares-2.90%2025-09-302025-10-20 SCHF SCHWAB STRATEGIC TR31.3K shares70.67%2025-09-302025-10-20 VYM VANGUARD WHITEHALL FDS4.8K shares3.70%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR2.4K shares0.47%2025-09-302025-10-20 GOOG ALPHABET INC2.5K shares-1.99%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F10.5K shares115.14%2025-09-302025-10-20 IDHQ INVESCO EXCH TRADED FD TR II17.6K shares11.50%2025-09-302025-10-20 IJT ISHARES TR4.1K shares-8.04%2025-09-302025-10-20 SUSA ISHARES TR4.3K shares-8.86%2025-09-302025-10-20 FPXI FIRST TR EXCHANGE TRADED FD9.6K shares-15.78%2025-09-302025-10-20 WM WASTE MGMT INC DEL2.6K shares0.00%2025-09-302025-10-20 XLV SELECT SECTOR SPDR TR3.9K shares-18.76%2025-09-302025-10-20 ICLO INVESCO ACTIVELY MANAGED EXC20.7K sharesnew addition2025-09-302025-10-20 XLF SELECT SECTOR SPDR TR9.8K shares9.72%2025-09-302025-10-20 RDDT REDDIT INC2.3K shares-29.67%2025-09-302025-10-20 IJK ISHARES TR5.4K shares-9.93%2025-09-302025-10-20 GOOGL ALPHABET INC2.1K shares1.44%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2025-09-302025-10-20 SPDG SPDR SERIES TRUST12.2K shares-2.52%2025-09-302025-10-20 CRWD CROWDSTRIKE HLDGS INC982 shares0.00%2025-09-302025-10-20 MDYV SPDR SERIES TRUST5.8K shares0.00%2025-09-302025-10-20 DIVI FRANKLIN TEMPLETON ETF TR12.8K shares9.05%2025-09-302025-10-20 XMMO INVESCO EXCHANGE TRADED FD T3.5K shares11.11%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP928 shares0.00%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON2.5K shares-5.47%2025-09-302025-10-20 IGIB ISHARES TR8.3K shares3.87%2025-09-302025-10-20 EFA ISHARES TR4.6K shares0.00%2025-09-302025-10-20 RTX RTX CORPORATION2.6K shares-8.87%2025-09-302025-10-20 SCHM SCHWAB STRATEGIC TR14.2K shares-8.98%2025-09-302025-10-20 VV VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-20 DIVB ISHARES TR8.0K shares1.49%2025-09-302025-10-20 SO SOUTHERN CO4.2K shares0.00%2025-09-302025-10-20 DSTL ETF SER SOLUTIONS6.9K shares0.00%2025-09-302025-10-20 MCD MCDONALDS CORP1.3K shares0.00%2025-09-302025-10-20 VIGI VANGUARD WHITEHALL FDS4.4K shares0.07%2025-09-302025-10-20 ORCL ORACLE CORP1.4K shares0.00%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL759 shares0.00%2025-09-302025-10-20 ALNY ALNYLAM PHARMACEUTICALS INC828 shares3.50%2025-09-302025-10-20 SLYG SPDR SERIES TRUST3.9K shares-3.10%2025-09-302025-10-20 XLB SELECT SECTOR SPDR TR4.1K shares4.20%2025-09-302025-10-20 SYK STRYKER CORPORATION991 shares0.00%2025-09-302025-10-20 CVS CVS HEALTH CORP4.8K shares-11.18%2025-09-302025-10-20 SCZ ISHARES TR4.7K shares-7.89%2025-09-302025-10-20 SJNK SPDR SERIES TRUST13.3K shares19.57%2025-09-302025-10-20 UTHR UNITED THERAPEUTICS CORP DEL780 shares0.00%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC7.4K shares0.97%2025-09-302025-10-20 XLI SELECT SECTOR SPDR TR2.1K shares-3.14%2025-09-302025-10-20 JMST J P MORGAN EXCHANGE TRADED F5.9K shares11.31%2025-09-302025-10-20 SPDW SPDR INDEX SHS FDS7.0K shares10.97%2025-09-302025-10-20 JMUB J P MORGAN EXCHANGE TRADED F5.9K shares0.00%2025-09-302025-10-20 AVGO BROADCOM INC890 shares-5.32%2025-09-302025-10-20 CVX CHEVRON CORP NEW1.9K shares0.00%2025-09-302025-10-20 SPMO INVESCO EXCH TRADED FD TR II2.4K sharesnew addition2025-09-302025-10-20 D DOMINION ENERGY INC4.6K shares0.76%2025-09-302025-10-20 V VISA INC824 shares37.33%2025-09-302025-10-20 XMLV INVESCO EXCH TRADED FD TR II4.4K shares-2.22%2025-09-302025-10-20 BALL BALL CORP5.5K shares0.00%2025-09-302025-10-20 BAC BANK AMERICA CORP5.4K shares-0.04%2025-09-302025-10-20 KOMP SPDR SERIES TRUST4.4K shares-21.69%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO1.8K shares-5.39%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS4.5K shares6.33%2025-09-302025-10-20 DIA SPDR DOW JONES INDL AVERAGE575 shares0.00%2025-09-302025-10-20 PPA INVESCO EXCHANGE TRADED FD T1.7K shares13.33%2025-09-302025-10-20 USB US BANCORP DEL5.5K shares0.09%2025-09-302025-10-20 ABBV ABBVIE INC1.1K shares0.00%2025-09-302025-10-20 AGGY WISDOMTREE TR5.8K shares-4.05%2025-09-302025-10-20 BLOK AMPLIFY ETF TR3.8K sharesnew addition2025-09-302025-10-20 XLC SELECT SECTOR SPDR TR2.1K shares0.00%2025-09-302025-10-20 ANGL VANECK ETF TRUST8.3K shares16.33%2025-09-302025-10-20 AEP AMERICAN ELEC PWR CO INC2.2K shares0.23%2025-09-302025-10-20 DUK DUKE ENERGY CORP NEW2.0K shares0.00%2025-09-302025-10-20 RWJ INVESCO EXCH TRADED FD TR II5.0K shares2.04%2025-09-302025-10-20 XLE SELECT SECTOR SPDR TR2.7K sharesnew addition2025-09-302025-10-20 FALN ISHARES TR8.4K sharesnew addition2025-09-302025-10-20 SCHG SCHWAB STRATEGIC TR7.3K sharesnew addition2025-09-302025-10-20 XAR SPDR SERIES TRUST980 shares0.00%2025-09-302025-10-20 NEE NEXTERA ENERGY INC3.0K shares0.00%2025-09-302025-10-20 CYTK CYTOKINETICS INC4.1K sharesnew addition2025-09-302025-10-20 REGL PROSHARES TR2.6K shares0.19%2025-09-302025-10-20 NVDA NVIDIA CORPORATION1.2K sharesnew addition2025-09-302025-10-20 MS MORGAN STANLEY1.4K sharesnew addition2025-09-302025-10-20 BSJQ INVESCO EXCH TRD SLF IDX FD9.5K shares0.00%2025-09-302025-10-20 ITW ILLINOIS TOOL WKS INC835 shares0.00%2025-09-302025-10-20 EFAV ISHARES TR2.6K shares0.00%2025-09-302025-10-20 AVY AVERY DENNISON CORP1.3K shares0.00%2025-09-302025-10-20 IWF ISHARES TR458 sharesnew addition2025-09-302025-10-20 KO COCA COLA CO3.2K shares0.03%2025-09-302025-10-20 IHF ISHARES TR4.3K shares-31.92%2025-09-302025-10-20 IJS ISHARES TR1.8K sharesnew addition2025-09-302025-10-20 SCHY SCHWAB STRATEGIC TR7.2K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available