Meridian Financial Partners LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Million distributed in 100 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 $31.5M, Ishares Core Dividend Growth E with a value of $20.2M, Jp Morgan ETF Tr Ultra Short I with a value of $14.3M, Apple Inc. with a value of $7.94M, and Ishares Core S&P 500 ETF with a value of $6.79M.
Examining the 13F form we can see an increase of $29.5M in the current position value, from $168M to 198M.
Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
ETFs: $107 Million
Technology: $26.7 Million
Financial Services: $15.7 Million
Communication Services: $8.3 Million
Industrials: $7.35 Million
Consumer Cyclical: $6.94 Million
Healthcare: $6.49 Million
Energy: $5.84 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
