Meridian Financial Partners LLC Portfolio Holdings

Meridian Financial Partners LLC

  • $198 Million
  • Q3 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $198 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Meridian Financial Partners LLC Portfolio

Follow Meridian Financial Partners 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 Partners LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email