Meridian Financial, LLC Incresed Positions in Q4 2025

Meridian Financial, LLC

  • $184 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.37K
+ 92.36%
$108.48 - $113.54 $908K - $951K
17.4K $2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.57K
+ 11.9%
$76.84 - $80.86 $582K - $612K
71.2K $5.71B
Invesco Actively Managed Exc
23.3K
+ 112.72%
N/A
44K $1.13B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.7K
+ 69.26%
$23.02 - $24.23 $499K - $525K
53K $1.27B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.27K
+ 11.99%
$87.0 - $90.6 $459K - $478K
49.2K $4.4B
LVHI
Franklin International Low Vol

ETFs
11.6K
+ 42.89%
$34.73 - $36.81 $405K - $429K
38.8K $1.43B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.75K
+ 64.3%
$56.0 - $57.6 $378K - $389K
17.3K $987M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.42K
+ 15.52%
$79.55 - $80.13 $351K - $354K
32.9K $2.62B
DGRO
Ishares Core Dividend Growth E

ETFs
2.46K
+ 2.04%
$66.93 - $69.17 $165K - $170K
123K $8.55B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
11K
+ 131.84%
$27.24 - $27.76 $301K - $307K
19.4K $530M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.23K
+ 72.15%
$31.41 - $33.69 $164K - $176K
12.5K $407M
GOOGL
Alphabet Inc.

Communication Services
22
+ 1.04%
$236.57 - $291.31 $5.2K - $6.41K
2.13K $667M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.54K
+ 15.25%
$33.69 - $34.08 $119K - $121K
26.7K $904M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
927
+ 3.47%
$72.21 - $75.0 $66.9K - $69.5K
27.7K $2.08B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
479
+ 7.95%
$161.21 - $171.97 $77.2K - $82.4K
6.51K $1.09B
SJNK
Spdr Bloomberg Short Term High

ETFs
4.05K
+ 30.43%
$25.2 - $25.57 $102K - $104K
17.3K $439M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
700
+ 29.35%
$117.68 - $124.18 $82.4K - $86.9K
3.09K $368M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.48K
+ 17.81%
$53.68 - $54.54 $79.3K - $80.6K
9.78K $527M
XLV
Select Sector Spdr Fund Health

ETFs
32
+ 0.82%
$141.95 - $152.82 $4.54K - $4.89K
3.93K $609M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.34K
+ 28.08%
$29.21 - $29.73 $68.4K - $69.7K
10.7K $314M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
118
+ 1.23%
$82.92 - $88.2 $9.78K - $10.4K
9.75K $877M
XLU
Utilities Sector Spdr

ETFs
13K
+ 117.31%
$87.89 - $92.9 $1.14M - $1.2M
24K $1.03B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
275
+ 7.86%
$132.67 - $138.39 $36.5K - $38.1K
3.78K $523M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
954
+ 16.07%
$50.33 - $50.81 $48K - $48.5K
6.89K $348M
RTX
Raytheon Technologies Corp

Industrials
30
+ 1.17%
$157.0 - $179.44 $4.71K - $5.38K
2.6K $477M
RSP
Invesco S&P 500 Equal Weight E

ETFs
31
+ 0.15%
$185.12 - $192.11 $5.74K - $5.96K
21K $4.02B
FLQH
Franklin Templeton Libertyq In

ETFs
600
+ 4.7%
N/A
13.4K $520M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
560
+ 7.98%
$42.26 - $44.28 $23.7K - $24.8K
7.58K $337M
XLK
Technology Sector Spdr

ETFs
2.51K
+ 106.32%
$278.39 - $304.13 $697K - $762K
4.86K $700M
AVGO
Broadcom Inc.

Technology
53
+ 5.96%
$324.63 - $385.98 $17.2K - $20.5K
943 $326M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.26%
$600.51 - $631.95 $3K - $3.16K
1.96K $1.23B
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.22K
+ 2.14%
$30.13 - $30.32 $36.7K - $36.9K
58.1K $1.75B
MS
Morgan Stanley

Financial Services
21
+ 1.5%
$151.86 - $169.92 $3.19K - $3.57K
1.42K $253M
USB
Us Bancorp \De\

Financial Services
11
+ 0.2%
$45.28 - $48.26 $498 - $531
5.47K $292M
XLF
Financial Sector Spdr

ETFs
347
+ 3.55%
$51.76 - $53.77 $18K - $18.7K
10.1K $555M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
20
+ 0.11%
$33.61 - $35.02 $672 - $700
17.6K $619M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
495
+ 9.88%
$46.23 - $49.22 $22.9K - $24.4K
5.51K $268M
NVDA
Nvidia Corp

Technology
102
+ 8.51%
$179.83 - $207.04 $18.3K - $21.1K
1.3K $243M
NEE
Nextera Energy Inc

Utilities
42
+ 1.4%
$78.18 - $86.03 $3.28K - $3.61K
3.04K $244M
PPA
Invesco Exchange Traded Fd Tr

ETFs
100
+ 5.88%
$150.5 - $159.55 $15.1K - $16K
1.8K $282M
XLI
Industrial Sector Spdr

ETFs
101
+ 4.82%
$149.9 - $155.79 $15.1K - $15.7K
2.2K $341M
VEA
Vanguard Ftse Developed Market

ETFs
71
+ 1.59%
$59.18 - $62.09 $4.2K - $4.41K
4.52K $283M
KO
Coca Cola CO

Consumer Defensive
47
+ 1.46%
$66.1 - $71.61 $3.11K - $3.37K
3.27K $228M
VCIT
Vanguard Intermediate Term Cor

ETFs
224
+ 1.88%
$83.45 - $84.82 $18.7K - $19K
12.1K $1.02B
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.35%
$92.24 - $96.56 $1.48K - $1.54K
4.65K $446M
DSTL
ETF Ser Solution Distillate Us

ETFs
100
+ 1.45%
$56.27 - $58.55 $5.63K - $5.86K
7K $412M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4
+ 0.09%
$88.45 - $91.41 $354 - $366
4.4K $402M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.01%
$100.8 - $103.83 $101 - $104
7.54K $784M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
9
+ 0.11%
$50.77 - $52.85 $457 - $476
7.97K $423M
Activity Summary
Buys All Purchases 71 New Holdings 6 Increased Positions 65 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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