Meridian Financial Partners LLC Incresed Positions in Q3 2025

Meridian Financial Partners LLC

  • $235 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
179K
+ 293.07%
$32.53 - $35.69 $5.84M - $6.4M
241K $8.54M
JMEE
J P Morgan Exchange Traded Fd

ETFs
19.9K
+ 6.99%
$59.19 - $64.47 $1.18M - $1.28M
305K $19.3M
DGRO
Ishares Core Dividend Growth E

ETFs
6.17K
+ 1.67%
$64.12 - $68.08 $396K - $420K
376K $25.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.27K
+ 3.47%
$243.93 - $275.62 $310K - $350K
37.9K $10.4M
GOOGL
Alphabet Inc.

Communication Services
53
+ 0.34%
$174.36 - $254.72 $9.24K - $13.5K
15.6K $3.78M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
50.4K
+ 147.44%
$17.13 - $17.98 $863K - $906K
84.6K $1.5M
NVDA
Nvidia Corp

Technology
916
+ 3.86%
$153.3 - $186.58 $140K - $171K
24.7K $4.6M
GOOG
Alphabet Inc.

Communication Services
145
+ 1.53%
$175.16 - $255.24 $25.4K - $37K
9.6K $2.34M
AVGO
Broadcom Inc.

Technology
1
+ 0.01%
$264.74 - $369.57 $265 - $370
7.57K $2.5M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.16%
$293.94 - $444.72 $1.47K - $2.22K
3.19K $1.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.03%
$224.68 - $282.71 $449 - $565
5.76K $1.61M
GNRC
Generac Holdings Inc.

Industrials
35
+ 0.35%
$146.61 - $202.85 $5.13K - $7.1K
10K $1.67M
CVX
Chevron Corp

Energy
44
+ 0.32%
$145.57 - $161.83 $6.41K - $7.12K
13.8K $2.15M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.71K
+ 3.82%
$76.16 - $78.59 $130K - $134K
46.5K $3.63M
NEE
Nextera Energy Inc

Utilities
171
+ 0.71%
$69.77 - $77.54 $11.9K - $13.3K
24.3K $1.83M
CAT
Caterpillar Inc

Industrials
10
+ 0.84%
$390.92 - $477.15 $3.91K - $4.77K
1.2K $574K
USB
Us Bancorp \De\

Financial Services
556
+ 2.13%
$43.94 - $50.41 $24.4K - $28K
26.6K $1.29M
VTI
Vanguard Total Stock Market Et

ETFs
159
+ 7.36%
$303.93 - $329.86 $48.3K - $52.4K
2.32K $761K
VUG
Vanguard Growth ETF

ETFs
141
+ 16.06%
$433.97 - $484.08 $61.2K - $68.3K
1.02K $488K
DUK
Duke Energy Corp

Utilities
164
+ 1.2%
$116.31 - $125.93 $19.1K - $20.7K
13.8K $1.71M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.58%
$184.85 - $231.54 $1.66K - $2.08K
1.57K $364K
QUAL
Ishares Msci Usa Quality Facto

ETFs
44
+ 0.79%
$182.33 - $194.5 $8.02K - $8.56K
5.59K $1.09M
VZ
Verizon Communications Inc

Communication Services
1.02K
+ 3.28%
$40.84 - $45.06 $41.5K - $45.7K
32K $1.41M
D
Dominion Energy, Inc

Utilities
2
+ 0.01%
$56.32 - $62.1 $113 - $124
14.1K $864K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$357.4 - $423.42 $357 - $423
1.66K $673K
PFE
Pfizer Inc

Healthcare
627
+ 1.93%
$23.29 - $25.88 $14.6K - $16.2K
33.1K $842K
TMUS
T Mobile Us, Inc.

Communication Services
163
+ 5.21%
$226.02 - $259.01 $36.8K - $42.2K
3.29K $788K
JEPI
J P Morgan Exchange Traded Fd

ETFs
696
+ 8.45%
$55.61 - $57.37 $38.7K - $39.9K
8.93K $509K
UNP
Union Pacific Corp

Industrials
43
+ 0.9%
$214.91 - $237.16 $9.24K - $10.2K
4.85K $1.15M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
80
+ 0.88%
$64.58 - $69.94 $5.17K - $5.6K
9.15K $634K
LLY
Eli Lilly & CO

Healthcare
67
+ 6.24%
$625.65 - $812.69 $41.9K - $54.5K
1.14K $869K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.09%
$215.01 - $273.02 $215 - $273
1.06K $265K
CBRE
Cbre Group, Inc.

Real Estate
1
+ 0.06%
$137.04 - $165.9 $137 - $166
1.55K $243K
FYLD
Cambria Foreign Shareholder Yi

ETFs
31
+ 0.25%
$29.19 - $31.97 $905 - $991
12.6K $394K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33
+ 0.51%
$62.09 - $66.51 $2.05K - $2.19K
6.47K $422K
FPE
First Tr Pfd Secs & Income ETF

ETFs
107
+ 0.22%
$17.81 - $18.39 $1.91K - $1.97K
49.3K $899K
TFC
Truist Financial Corp

Financial Services
4
+ 0.06%
$42.83 - $47.07 $171 - $188
6.62K $302K
COF
Capital One Financial Corp

Financial Services
86
+ 1.24%
$207.29 - $229.74 $17.8K - $19.8K
7.03K $1.49M
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.22%
$211.65 - $238.24 $9.1K - $10.2K
19.3K $4.24M
T
At&T Inc.

Communication Services
183
+ 1.92%
$26.94 - $29.62 $4.93K - $5.42K
9.73K $274K
EMR
Emerson Electric CO

Industrials
1
+ 0.06%
$128.6 - $149.63 $129 - $150
1.58K $207K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.12%
$60.9 - $70.75 $244 - $283
3.42K $213K
IBM
International Business Machines Corp

Technology
3
+ 0.18%
$234.77 - $292.47 $704 - $877
1.67K $471K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.43%
$5364.25 - $5815.92 $5.36K - $5.82K
71 $383K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.14%
$157.77 - $183.27 $316 - $367
1.42K $230K
OKE
Oneok Inc

Energy
1
+ 0.02%
$71.36 - $83.47 $71.4 - $83.5
4.52K $329K
PG
Procter & Gamble CO

Consumer Defensive
126
+ 0.98%
$150.47 - $161.22 $19K - $20.3K
12.9K $1.98M
V
Visa Inc.

Financial Services
97
+ 1.21%
$332.09 - $358.86 $32.2K - $34.8K
8.11K $2.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
49
+ 0.89%
$412.46 - $514.1 $20.2K - $25.2K
5.56K $2.73M
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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