Meridian Financial Partners LLC Portfolio Holdings

Meridian Financial Partners LLC

  • $197 Million
  • Q1 2025

Meridian Financial Partners LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27M, Ishares Core Dividend Growth E with a value of $22M, J P Morgan Exchange Traded Fd with a value of $14.7M, Jp Morgan ETF Tr Ultra Short I with a value of $8.14M, and Apple Inc. with a value of $7.74M.

Examining the 13F form we can see an increase of $7.67M in the current position value, from $189M to 197M.

Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Million
ETFs: $110 Million
Technology: $25.6 Million
Financial Services: $14.6 Million
Communication Services: $7.46 Million
Industrials: $6.7 Million
Healthcare: $6.7 Million
Energy: $6.29 Million
Consumer Cyclical: $5.61 Million
Other: $12 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$7.74 Million 3.93% of portfolio
34,844
Q1 2025 Added 2.57%
$187M
$5.43 Million 2.76% of portfolio
150,561
Q4 2024 Reduced 4.29%
$2.73T
$5.32 Million 2.7% of portfolio
14,157
Q1 2025 Added 4.2%
$1.76T
$3.64 Million 1.85% of portfolio
19,125
Q1 2025 Added 1.48%
$451B
$3.57 Million 1.81% of portfolio
30,024
Q1 2025 Added 0.93%
$542B
$2.88 Million 1.46% of portfolio
8,220
Q1 2025 Reduced 2.07%
$246B
$2.61 Million 1.33% of portfolio
24,097
Q1 2025 Added 1.79%
$691B
$2.46 Million 1.25% of portfolio
10,020
Q1 2025 Added 0.55%
$905B
$2.37 Million 1.2% of portfolio
15,303
Q1 2025 Added 0.51%
$269B
$2.27 Million 1.15% of portfolio
13,556
Q1 2025 Added 1.04%
$398B
$2.17 Million 1.1% of portfolio
12,747
Q1 2025 Added 1.2%
$79.2B
$1.98 Million 1.0% of portfolio
5,615
Q1 2025 Added 0.36%
$412B
$1.76 Million 0.89% of portfolio
10,623
Q1 2025 Added 0.56%
$131B
$1.69 Million 0.86% of portfolio
23,889
Q1 2025 Added 1.27%
$94.3B
$1.66 Million 0.84% of portfolio
13,587
Q1 2025 Reduced 0.59%
$937B
$1.51 Million 0.77% of portfolio
9,674
Q1 2025 Added 2.93%
$181B
$1.38 Million 0.7% of portfolio
30,517
Q1 2025 Reduced 1.15%
$320B
$1.34 Million 0.68% of portfolio
18,673
Q1 2025 Added 0.65%
$68.7B
$1.27 Million 0.64% of portfolio
7,559
Q1 2025 Added 3.83%
$139B
$1.23 Million 0.63% of portfolio
11,990
Q1 2025 Added 5.45%
$65.3B
$1.23 Million 0.63% of portfolio
6,870
Q1 2025 Added 23.85%
$200B
$1.24 Million 0.63% of portfolio
13,855
Q1 2025 Added 4.28%
$58.4B
$1.22 Million 0.62% of portfolio
2,071
Q1 2025 Added 0.93%
$7.06B
$1.23 Million 0.62% of portfolio
9,703
Q1 2025 Added 1.04%
$41.2B
$1.22 Million 0.62% of portfolio
5,815
Q1 2025 Added 1.25%
$243B
$1.21 Million 0.61% of portfolio
4,492
Q1 2025 Added 1.77%
$133B
$1.12 Million 0.57% of portfolio
4,734
Q1 2025 Added 0.94%
$9.88B
$1.12 Million 0.57% of portfolio
78,556
Q1 2025 Added 0.93%
$343B
$1.1 Million 0.56% of portfolio
7,861
Q1 2025 Added 481.01%
$151B
$1.11 Million 0.56% of portfolio
30,121
Q1 2025 Added 0.12%
$57.9B
$1.08 Million 0.55% of portfolio
25,534
Q1 2025 Added 2.12%
$5.08B
$985,000 0.5% of portfolio
86,059
Q1 2025 Added 3.73%
$210M
$952,000 0.48% of portfolio
57,619
Q4 2024 Reduced 7.69%
$785B
$928,000 0.47% of portfolio
5,590
Q1 2025 New
$155B
$904,000 0.46% of portfolio
1,136
Q1 2025 Reduced 1.05%
$786B
$865,000 0.44% of portfolio
1,047
Q1 2025 New
$751B
$816,000 0.41% of portfolio
3,148
Q1 2025 Reduced 4.4%
$321B
$817,000 0.41% of portfolio
3,065
Q1 2025 Reduced 46.89%
$44.5B
$792,000 0.4% of portfolio
14,134
Q1 2025 Added 1.17%
$126B
$774,000 0.39% of portfolio
30,526
Q1 2025 Added 9.87%
$37.5B
$637,000 0.32% of portfolio
2,505
Q1 2025 Reduced 1.22%
$363B
$596,000 0.3% of portfolio
1,627
Q4 2024 Reduced 0.12%
$257B
$481,000 0.24% of portfolio
5,478
Q1 2025 Added 5.06%
$37.6B
$448,000 0.23% of portfolio
4,518
Q4 2024 Added 0.22%
$216B
$460,000 0.23% of portfolio
1,849
Q1 2025 Reduced 1.18%
$6.42B
$434,000 0.22% of portfolio
6,024
Q1 2025 Added 0.67%
$154B
$394,000 0.2% of portfolio
1,194
Q1 2025 Added 20.12%
$433B
$396,000 0.2% of portfolio
419
Q1 2025 Added 1.21%
$307B
$327,000 0.17% of portfolio
1,563
Q1 2025 Reduced 9.29%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $197 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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