Meridian Financial Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MF Meridian Financial Partners LLC | Institutional Filer | ▲ 4.08% | $263.1M | 121 |
Current Portfolio Holdings
Showing all 121 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 44K | $26.6M | 10.13% |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 338K | $22.9M | 8.72% |
| 3 | DGRO | ISHARES TR | — | 321K | $22.6M | 8.60% |
| 4 | IVLU | ISHARES TR | — | 355K | $14.3M | 5.42% |
| 5 | IWY | ISHARES TR | — | 42K | $10.5M | 3.99% |
| 6 | AAPL | Apple Inc. | Technology | 37K | $9.4M | 3.57% |
| 7 | IDEQ | LAZARD ACTIVE ETF TR | — | 246K | $7.9M | 2.99% |
| 8 | IVV | ISHARES TR | — | 12K | $7.8M | 2.95% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | — | 112K | $5.7M | 2.15% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 33K | $5.4M | 2.05% |
| 11 | VABK | Virginia National Bankshares Corporation | Financial Services | 138K | $5.3M | 2.02% |
| 12 | MSFT | Microsoft Corporation | Technology | 14K | $5.3M | 2.00% |
| 13 | GOOGL | Alphabet Inc. | Technology | 15K | $4.7M | 1.79% |
| 14 | NVDA | NVIDIA Corporation | Technology | 25K | $4.4M | 1.66% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 20K | $4.2M | 1.61% |
Showing 1 to 15 of 121 holdings