The Analysis of Meridian Financial Partners LLC's Holdings
Currently, Meridian Financial Partners LLC holds 113 types of securities in its portfolio with a total value $240.7M. In the most recent quarter, they have increased their positions in IVLU (+179.4K shares, valued at $6.4M), JMEE (+19.9K shares, valued at $1.3M), PFXF (+50.4K shares, valued at $908.6K); decreased their positions in JNJ (-3.8K shares, valued at $723.1K), UNH (-1.4K shares, valued at $518.8K), VOO (-731 shares, valued at $452.3K); initiated new positions in DHR (+4.4K shares, valued at $896.3K), VEU (+3.7K shares, valued at $269.0K), BND (+3.5K shares, valued at $263.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS46.1K shares-1.56%2025-09-302025-10-20
DGRO ISHARES TR376.0K shares1.67%2025-09-302025-10-20 JMEE J P MORGAN EXCHANGE TRADED F305.0K shares6.99%2025-09-302025-10-20 IWY ISHARES TR37.9K shares3.47%2025-09-302025-10-20 AAPL APPLE INC34.8K shares-0.32%2025-09-302025-10-20 IVLU ISHARES TR240.6K shares293.07%2025-09-302025-10-20 IVV ISHARES TR10.9K shares-2.70%2025-09-302025-10-20 MSFT MICROSOFT CORP13.9K shares-1.78%2025-09-302025-10-20 JPST J P MORGAN EXCHANGE TRADED F133.3K shares-2.36%2025-09-302025-10-20 VABK VIRGINIA NATL BANKSHARES COR141.2K shares-5.27%2025-09-302025-10-20 NVDA NVIDIA CORPORATION24.7K shares3.86%2025-09-302025-10-20 AMZN AMAZON COM INC19.3K shares0.22%2025-09-302025-10-20 GOOGL ALPHABET INC15.6K shares0.34%2025-09-302025-10-20 BIV VANGUARD BD INDEX FDS46.5K shares3.82%2025-09-302025-10-20 DGRW WISDOMTREE TR38.5K shares-2.48%2025-09-302025-10-20 XOM EXXON MOBIL CORP29.9K shares-2.49%2025-09-302025-10-20 DLN WISDOMTREE TR37.3K shares0.00%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.9.6K shares-0.51%2025-09-302025-10-20 V VISA INC8.1K shares1.21%2025-09-302025-10-20 CRWD CROWDSTRIKE HLDGS INC5.6K shares0.89%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC11.9K shares-1.38%2025-09-302025-10-20 AVGO BROADCOM INC7.6K shares0.01%2025-09-302025-10-20 IWV ISHARES TR6.2K shares-1.84%2025-09-302025-10-20 GOOG ALPHABET INC9.6K shares1.53%2025-09-302025-10-20 IWR ISHARES TR23.5K shares0.00%2025-09-302025-10-20 CVX CHEVRON CORP NEW13.8K shares0.32%2025-09-302025-10-20 NEE NEXTERA ENERGY INC24.3K shares0.71%2025-09-302025-10-20 ORCL ORACLE CORP7.1K shares-10.19%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO12.9K shares0.98%2025-09-302025-10-20 LHX L3HARRIS TECHNOLOGIES INC6.0K shares2.19%2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR MFG LTD5.8K shares0.03%2025-09-302025-10-20 DUK DUKE ENERGY CORP NEW13.8K shares1.20%2025-09-302025-10-20 GNRC GENERAC HLDGS INC10.0K shares0.35%2025-09-302025-10-20 LH LABCORP HOLDINGS INC5.5K shares1.84%2025-09-302025-10-20 PFXF VANECK ETF TRUST84.6K shares147.44%2025-09-302025-10-20 COF CAPITAL ONE FINL CORP7.0K shares1.24%2025-09-302025-10-20 TSLA TESLA INC3.2K shares0.16%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC32.0K shares3.28%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON6.9K shares-35.44%2025-09-302025-10-20 HST HOST HOTELS & RESORTS INC79.4K shares-0.14%2025-09-302025-10-20 IQLT ISHARES TR28.3K shares-13.49%2025-09-302025-10-20 USB US BANCORP DEL26.6K shares2.13%2025-09-302025-10-20 MRK MERCK & CO INC13.9K shares-2.76%2025-09-302025-10-20 KO COCA COLA CO18.2K shares-3.08%2025-09-302025-10-20 CRM SALESFORCE INC4.9K shares3.76%2025-09-302025-10-20 UNP UNION PAC CORP4.8K shares0.90%2025-09-302025-10-20 ROP ROPER TECHNOLOGIES INC2.2K shares3.21%2025-09-302025-10-20 QUAL ISHARES TR5.6K shares0.79%2025-09-302025-10-20 PWR QUANTA SVCS INC2.5K shares-1.76%2025-09-302025-10-20 JMSB JOHN MARSHALL BANCORP INC57.6K shares0.00%2025-09-302025-10-20 RITM RITHM CAPITAL CORP93.0K shares3.65%2025-09-302025-10-20 LLY ELI LILLY & CO1.1K shares6.24%2025-09-302025-10-20 CMCSA COMCAST CORP NEW31.1K shares-0.74%2025-09-302025-10-20 QQQ INVESCO QQQ TR1.5K shares-9.85%2025-09-302025-10-20 FPE FIRST TR EXCH TRADED FD III49.3K shares0.22%2025-09-302025-10-20 DHR DANAHER CORPORATION4.4K sharesnew addition2025-09-302025-10-20 D DOMINION ENERGY INC14.1K shares0.01%2025-09-302025-10-20 PFE PFIZER INC33.1K shares1.93%2025-09-302025-10-20 VTI VANGUARD INDEX FDS2.3K shares7.36%2025-09-302025-10-20 TMUS T-MOBILE US INC3.3K shares5.21%2025-09-302025-10-20 JEPQ J P MORGAN EXCHANGE TRADED F11.6K shares-7.01%2025-09-302025-10-20 VSGX VANGUARD WORLD FD9.2K shares0.88%2025-09-302025-10-20 HD HOME DEPOT INC1.7K shares0.06%2025-09-302025-10-20 CAT CATERPILLAR INC1.2K shares0.84%2025-09-302025-10-20 ESGU ISHARES TR4.0K shares-8.68%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC1.6K shares-47.46%2025-09-302025-10-20 WMT WALMART INC5.4K shares-0.91%2025-09-302025-10-20 VPU VANGUARD WORLD FD2.8K shares-0.64%2025-09-302025-10-20 NOW SERVICENOW INC599 shares-20.13%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares-0.19%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F8.9K shares8.45%2025-09-302025-10-20 VUG VANGUARD INDEX FDS1.0K shares16.06%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.18%2025-09-302025-10-20 DOL WISDOMTREE TR7.6K shares-0.53%2025-09-302025-10-20 IJH ISHARES TR6.5K shares0.51%2025-09-302025-10-20 VB VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-20 EFA ISHARES TR4.3K shares0.00%2025-09-302025-10-20 FYLD CAMBRIA ETF TR12.6K shares0.25%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW419 shares0.00%2025-09-302025-10-20 ESGV VANGUARD WORLD FD3.1K shares-7.63%2025-09-302025-10-20 BSCU INVESCO EXCH TRD SLF IDX FD21.9K shares0.00%2025-09-302025-10-20 BKNG BOOKING HOLDINGS INC71 shares1.43%2025-09-302025-10-20 ABBV ABBVIE INC1.6K shares0.58%2025-09-302025-10-20 CSCO CISCO SYS INC5.1K shares-1.72%2025-09-302025-10-20 BSCT INVESCO EXCH TRD SLF IDX FD18.9K shares0.00%2025-09-302025-10-20 DGS WISDOMTREE TR6.0K shares-0.35%2025-09-302025-10-20 OKE ONEOK INC NEW4.5K shares0.02%2025-09-302025-10-20 ETN EATON CORP PLC859 shares-0.12%2025-09-302025-10-20 KVUE KENVUE INC19.6K shares-6.73%2025-09-302025-10-20 TFC TRUIST FINL CORP6.6K shares0.06%2025-09-302025-10-20 VEU VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-09-302025-10-20 GBTC GRAYSCALE BITCOIN TRUST ETF2.7K shares0.00%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS3.5K sharesnew addition2025-09-302025-10-20 TT TRANE TECHNOLOGIES PLC609 shares0.00%2025-09-302025-10-20 T AT&T INC9.7K shares1.92%2025-09-302025-10-20 HON HONEYWELL INTL INC1.2K sharesnew addition2025-09-302025-10-20 LOW LOWES COS INC1.1K shares0.09%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP480 shares0.00%2025-09-302025-10-20 BNDX VANGUARD CHARLOTTE FDS4.8K sharesnew addition2025-09-302025-10-20 TLT ISHARES TR2.7K shares-40.27%2025-09-302025-10-20 CBRE CBRE GROUP INC1.5K shares0.06%2025-09-302025-10-20 IWN ISHARES TR1.2K sharesnew addition2025-09-302025-10-20 PM PHILIP MORRIS INTL INC1.4K shares0.14%2025-09-302025-10-20 WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-10-20 ALB ALBEMARLE CORP2.3K shares-43.33%2025-09-302025-10-20 RSPR INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2025-09-302025-10-20 MDLZ MONDELEZ INTL INC3.4K shares0.12%2025-09-302025-10-20 EMR EMERSON ELEC CO1.6K shares0.06%2025-09-302025-10-20 BUFC AB ACTIVE ETFS INC5.1K shares0.00%2025-09-302025-10-20 IWD ISHARES TR1.0K shares-5.92%2025-09-302025-10-20 INTC INTEL CORP5.5K sharesnew addition2025-09-302025-10-20 PEP PEPSICO INC1.4K sharesnew addition2025-09-302025-10-20 TNGY TORTOISE CAPITAL SERIES TRUS12.4K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available