The Analysis of Meridian Financial Advisors, LLC's Holdings
Currently, Meridian Financial Advisors, LLC holds 141 types of securities in its portfolio with a total value $183.6M. In the most recent quarter, they have increased their positions in RWL (+8.4K shares, valued at $958.7K), SPYM (+7.6K shares, valued at $607.1K), ICLO (+23.3K shares, valued at $596.2K); decreased their positions in IJR (-3.4K shares, valued at $411.3K), SCHD (-13.7K shares, valued at $375.6K), IJH (-5.4K shares, valued at $356.7K); initiated new positions in IEMG (+8.1K shares, valued at $546.2K), HFSI (+10.9K shares, valued at $388.5K), IDMO (+6.0K shares, valued at $336.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPST J P MORGAN EXCHANGE TRADED F204.1K shares-1.19%2025-12-312026-01-23
IVV ISHARES TR15.0K shares-1.02%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR349.1K shares-3.77%2025-12-312026-01-23 DGRO ISHARES TR123.2K shares2.04%2025-12-312026-01-23 IJR ISHARES TR62.2K shares-5.21%2025-12-312026-01-23 IJH ISHARES TR107.5K shares-4.79%2025-12-312026-01-23 SPYM SPDR SERIES TRUST71.2K shares11.90%2025-12-312026-01-23 VO VANGUARD INDEX FDS16.5K shares-5.16%2025-12-312026-01-23 DGRW WISDOMTREE TR49.2K shares11.99%2025-12-312026-01-23 SDY SPDR SERIES TRUST26.3K shares-1.48%2025-12-312026-01-23 QQQM INVESCO EXCH TRADED FD TR II14.2K shares3.40%2025-12-312026-01-23 VB VANGUARD INDEX FDS13.6K shares-1.57%2025-12-312026-01-23 MSFT MICROSOFT CORP7.2K shares-0.94%2025-12-312026-01-23 SPSM SPDR SERIES TRUST64.7K shares-1.42%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS32.9K shares15.52%2025-12-312026-01-23 VOT VANGUARD INDEX FDS8.8K shares-1.08%2025-12-312026-01-23 SPYG SPDR SERIES TRUST21.4K shares-2.89%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS10.3K shares-0.55%2025-12-312026-01-23 RIGS ALPS ETF TR93.4K shares0.15%2025-12-312026-01-23 SPHQ INVESCO EXCHANGE TRADED FD T27.7K shares3.47%2025-12-312026-01-23 RWL INVESCO EXCH TRADED FD TR II17.4K shares92.36%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR2.8K shares0.00%2025-12-312026-01-23 AAPL APPLE INC7.0K shares-1.28%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR3.1K shares-1.98%2025-12-312026-01-23 SPMD SPDR SERIES TRUST31.2K shares-0.67%2025-12-312026-01-23 SPSB SPDR SERIES TRUST58.1K shares2.14%2025-12-312026-01-23 VBK VANGUARD INDEX FDS5.5K shares-3.51%2025-12-312026-01-23 LVHI LEGG MASON ETF INVT38.8K shares42.89%2025-12-312026-01-23 SLYV SPDR SERIES TRUST14.2K shares-2.65%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR53.0K shares69.26%2025-12-312026-01-23 VBR VANGUARD INDEX FDS6.0K shares-1.96%2025-12-312026-01-23 ICLO INVESCO ACTIVELY MANAGED EXC44.0K shares112.72%2025-12-312026-01-23 AMZN AMAZON COM INC4.8K shares-7.87%2025-12-312026-01-23 IUSG ISHARES TR6.5K shares7.95%2025-12-312026-01-23 DON WISDOMTREE TR20.1K shares-1.96%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR24.0K shares117.31%2025-12-312026-01-23 VCIT VANGUARD SCOTTSDALE FDS12.1K shares1.88%2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F17.3K shares64.30%2025-12-312026-01-23 CSCO CISCO SYS INC12.7K shares-3.45%2025-12-312026-01-23 FBCG FIDELITY COVINGTON TRUST17.3K shares-0.40%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.2.9K shares-7.43%2025-12-312026-01-23 SPIB SPDR SERIES TRUST26.7K shares15.25%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS9.7K shares1.23%2025-12-312026-01-23 IJJ ISHARES TR6.5K shares-2.26%2025-12-312026-01-23 SYLD CAMBRIA ETF TR11.5K shares-8.05%2025-12-312026-01-23 VUG VANGUARD INDEX FDS1.6K shares-3.06%2025-12-312026-01-23 NOBL PROSHARES TR7.5K shares0.01%2025-12-312026-01-23 VOE VANGUARD INDEX FDS4.3K shares-1.31%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.4K shares-2.43%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR4.9K shares106.32%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.1K shares1.04%2025-12-312026-01-23 XMHQ INVESCO EXCHANGE TRADED FD T6.4K shares-8.88%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS4.4K shares-8.32%2025-12-312026-01-23 IDHQ INVESCO EXCH TRADED FD TR II17.6K shares0.11%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR3.9K shares0.82%2025-12-312026-01-23 SUSA ISHARES TR4.3K shares0.00%2025-12-312026-01-23 WM WASTE MGMT INC DEL2.6K shares0.00%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR10.1K shares3.55%2025-12-312026-01-23 IJT ISHARES TR3.9K shares-6.08%2025-12-312026-01-23 IEMG ISHARES INC8.1K sharesnew addition2025-12-312026-01-23 FALN ISHARES TR19.4K shares131.84%2025-12-312026-01-23 IGIB ISHARES TR9.8K shares17.81%2025-12-312026-01-23 RDDT REDDIT INC2.3K shares0.00%2025-12-312026-01-23 XMMO INVESCO EXCHANGE TRADED FD T3.8K shares7.86%2025-12-312026-01-23 DIVI FRANKLIN TEMPLETON ETF TR13.4K shares4.70%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.7K shares-2.30%2025-12-312026-01-23 FPXI FIRST TR EXCHANGE TRADED FD8.5K shares-11.78%2025-12-312026-01-23 MDYV SPDR SERIES TRUST5.8K shares0.00%2025-12-312026-01-23 SPDG SPDR SERIES TRUST11.8K shares-2.91%2025-12-312026-01-23 RTX RTX CORPORATION2.6K shares1.17%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC978 shares-0.41%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON2.2K shares-10.43%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP928 shares0.00%2025-12-312026-01-23 IJK ISHARES TR4.6K shares-13.47%2025-12-312026-01-23 EFA ISHARES TR4.6K shares0.35%2025-12-312026-01-23 SJNK SPDR SERIES TRUST17.3K shares30.43%2025-12-312026-01-23 DIVB ISHARES TR8.0K shares0.11%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR13.8K shares-2.22%2025-12-312026-01-23 DSTL ETF SER SOLUTIONS7.0K shares1.45%2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR12.5K shares72.15%2025-12-312026-01-23 VIGI VANGUARD WHITEHALL FDS4.4K shares0.09%2025-12-312026-01-23 MCD MCDONALDS CORP1.3K shares1.00%2025-12-312026-01-23 VV VANGUARD INDEX FDS1.3K shares-7.35%2025-12-312026-01-23 HFSI HARTFORD FDS EXCHANGE TRADED10.9K sharesnew addition2025-12-312026-01-23 XLB SELECT SECTOR SPDR TR8.2K shares100.00%2025-12-312026-01-23 SO SOUTHERN CO4.2K shares0.00%2025-12-312026-01-23 SPMO INVESCO EXCH TRADED FD TR II3.1K shares29.35%2025-12-312026-01-23 SYK STRYKER CORPORATION996 shares0.50%2025-12-312026-01-23 JMUB J P MORGAN EXCHANGE TRADED F6.9K shares16.07%2025-12-312026-01-23 SLYG SPDR SERIES TRUST3.7K shares-5.63%2025-12-312026-01-23 SCZ ISHARES TR4.5K shares-4.24%2025-12-312026-01-23 XLI SELECT SECTOR SPDR TR2.2K shares4.82%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS7.6K shares7.98%2025-12-312026-01-23 UTHR UNITED THERAPEUTICS CORP DEL690 shares-11.54%2025-12-312026-01-23 IDMO INVESCO EXCH TRADED FD TR II6.0K sharesnew addition2025-12-312026-01-23 BROADCOM INC BROADCOM INC943 shares5.96%2025-12-312026-01-23 CVS CVS HEALTH CORP4.0K shares-16.77%2025-12-312026-01-23 ANGL VANECK ETF TRUST10.7K shares28.08%2025-12-312026-01-23 JMST J P MORGAN EXCHANGE TRADED F6.0K shares0.27%2025-12-312026-01-23 USB US BANCORP DEL5.5K shares0.20%2025-12-312026-01-23 ALNY ALNYLAM PHARMACEUTICALS INC728 shares-12.08%2025-12-312026-01-23 V VISA INC813 shares-1.33%2025-12-312026-01-23 CVX CHEVRON CORP NEW1.9K shares0.00%2025-12-312026-01-23 BAC BANK AMERICA CORP5.2K shares-3.74%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS4.5K shares1.59%2025-12-312026-01-23 PPA INVESCO EXCHANGE TRADED FD T1.8K shares5.88%2025-12-312026-01-23 ORCL ORACLE CORP1.4K shares2.72%2025-12-312026-01-23 DIA SPDR DOW JONES INDL AVERAGE575 shares0.00%2025-12-312026-01-23 XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2025-12-312026-01-23 D DOMINION ENERGY INC4.7K shares0.82%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC6.7K shares-9.07%2025-12-312026-01-23 RWJ INVESCO EXCH TRADED FD TR II5.5K shares9.88%2025-12-312026-01-23 BALL BALL CORP5.0K shares-8.66%2025-12-312026-01-23 AGGY WISDOMTREE TR5.8K shares1.00%2025-12-312026-01-23 ABBV ABBVIE INC1.1K shares1.54%2025-12-312026-01-23 MS MORGAN STANLEY1.4K shares1.50%2025-12-312026-01-23 AEP AMERICAN ELEC PWR CO INC2.2K shares0.18%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO1.8K shares0.00%2025-12-312026-01-23 XLC SELECT SECTOR SPDR TR2.1K shares0.00%2025-12-312026-01-23 NEE NEXTERA ENERGY INC3.0K shares1.40%2025-12-312026-01-23 NVDA NVIDIA CORPORATION1.3K shares8.51%2025-12-312026-01-23 XLE SELECT SECTOR SPDR TR5.4K shares100.07%2025-12-312026-01-23 BLOK AMPLIFY ETF TR4.1K shares7.55%2025-12-312026-01-23 XAR SPDR SERIES TRUST950 shares-3.06%2025-12-312026-01-23 KO COCA COLA CO3.3K shares1.46%2025-12-312026-01-23 CYTK CYTOKINETICS INC3.6K shares-12.99%2025-12-312026-01-23 AVY AVERY DENNISON CORP1.2K shares-7.51%2025-12-312026-01-23 REGL PROSHARES TR2.6K shares0.15%2025-12-312026-01-23 EFAV ISHARES TR2.6K shares0.35%2025-12-312026-01-23 IWF ISHARES TR458 shares0.00%2025-12-312026-01-23 BSJQ INVESCO EXCH TRD SLF IDX FD9.2K shares-2.64%2025-12-312026-01-23 CIBR FIRST TR EXCHANGE TRADED FD3.0K sharesnew addition2025-12-312026-01-23 CB CHUBB LIMITED661 sharesnew addition2025-12-312026-01-23 IEV ISHARES TR2.9K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available