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 Market Cap. of $10 Billions to $200 Billions
