Meridian Financial, LLC Closed Holding Positions

Meridian Financial, LLC

  • $150 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ACN
Accenture PLC

Technology
Q1 2022 Filed on Aug 13, 2024
550
$301.62 - $407.21 $166K - $224K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2024 Filed on Aug 13, 2024
4,479
$47.83 - $51.21 $214K - $229K
ABT
Abbott Laboratories

Healthcare
Q1 2024 Filed on Aug 13, 2024
1,850
$109.52 - $120.96 $203K - $224K
TTOO
T2 Biosystems, Inc.

Healthcare
Q4 2022 Filed on Aug 13, 2024
10,000
$1.06 - $545.0 $10.6K - $5.45M
PFE
Pfizer Inc

Healthcare
Q3 2022 Filed on Aug 13, 2024
3,904
$43.76 - $53.42 $171K - $209K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2024 Filed on Aug 13, 2024
14,346
$396.28 - $446.38 $5.69M - $6.4M
AWK
American Water Works Company, Inc.

Utilities
Q3 2022 Filed on Aug 13, 2024
5,973
$130.16 - $159.5 $777K - $953K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2023 Filed on Aug 13, 2024
4,340
$0.0 - $86.44 $0 - $375K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2022 Filed on Aug 13, 2024
69,935
$23.73 - $25.3 $1.66M - $1.77M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2022 Filed on Aug 13, 2024
3,440
$53.78 - $68.51 $185K - $236K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on Aug 13, 2024
4,888
$89.52 - $114.03 $438K - $557K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on Aug 13, 2024
2,614
$67.73 - $76.65 $177K - $200K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 13, 2024
1,650
$105.82 - $134.76 $175K - $222K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2023 Filed on Aug 13, 2024
2,800
$36.89 - $41.85 $103K - $117K
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2024 Filed on Aug 13, 2024
535
$325.1 - $368.03 $174K - $197K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Aug 13, 2024
1,437
$129.03 - $157.89 $185K - $227K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2024 Filed on Aug 13, 2024
7,299
$26.67 - $29.88 $195K - $218K
V
Visa Inc.

Financial Services
Q2 2024 Filed on Aug 13, 2024
720
$262.47 - $281.5 $189K - $203K
Track This Portfolio

Track Meridian Financial, LLC Portfolio

Follow Meridian Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email