Meridian Financial, LLC Purchases and Sells in Q1 2025

Meridian Financial, LLC

$143 Billion
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	3.85K + 1.07%	$27.01 - $28.54 $104K - $110K	362K $10.1B
SPSB	10.1K + 27.28%	$29.82 - $30.1 $301K - $304K	47.1K $1.42B
RSP	1.45K + 7.47%	$169.43 - $182.84 $245K - $265K	20.8K $3.6B
SDY	653 + 2.72%	$128.74 - $138.67 $84.1K - $90.6K	24.7K $3.34B
JPST	2.3K + 1.19%	$50.39 - $50.66 $116K - $117K	195K $9.9B
SPIB	3.32K + 21.16%	$32.5 - $33.3 $108K - $111K	19K $632M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REDDIT INC	3.29K New	N/A	3.29K $345M
AEP	2.17K New	$90.32 - $109.27 $196K - $237K	2.17K $237M
KO	3.22K New	$60.81 - $72.32 $196K - $233K	3.22K $230M
SPDW	6.25K New	$33.84 - $37.77 $212K - $236K	6.25K $228M
VEA	4.19K New	$47.4 - $52.99 $199K - $222K	4.19K $213M
V	600 New	$306.92 - $362.71 $184K - $218K	600 $210M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-60 - 0.39%	$554.06 - $615.85 $33.2K - $37K	15.3K $8.6B
MSFT	-105 - 1.45%	$375.39 - $447.2 $39.4K - $47K	7.14K $2.68B
VB	-119 - 0.85%	$217.89 - $252.64 $25.9K - $30.1K	13.9K $3.09B
AAPL	-118 - 1.36%	$209.68 - $247.1 $24.7K - $29.2K	8.55K $1.9B
QQQM	-120 - 0.93%	$192.82 - $222.1 $23.1K - $26.7K	12.8K $2.47B
MDY	-105 - 3.05%	$522.96 - $601.18 $54.9K - $63.1K	3.34K $1.78B

Activity Summary All Purchases 56 New Holdings 9 Increased Positions 47 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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