The Analysis of Meridian Financial Partners LLC's Holdings
Currently, Meridian Financial Partners LLC holds 118 types of securities in its portfolio with a total value $252.8M. In the most recent quarter, they have increased their positions in IVLU (+90.0K shares, valued at $3.5M), JMEE (+21.8K shares, valued at $1.5M), FLOT (+15.5K shares, valued at $792.3K); decreased their positions in N/A (-2.6K shares, valued at $1.7M), JPST (-14.3K shares, valued at $725.2K), DGRO (-4.8K shares, valued at $343.2K); initiated new positions in FLOT (+15.5K shares, valued at $792.3K), GPIX (+6.2K shares, valued at $327.9K), BRNY (+5.8K shares, valued at $294.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRO ISHARES TR371.2K shares-1.28%2025-12-312026-02-05
JMEE J P MORGAN EXCHANGE TRADED F326.8K shares7.15%2025-12-312026-02-05 IVLU ISHARES TR330.6K shares37.41%2025-12-312026-02-05 IWY ISHARES TR38.5K shares1.63%2025-12-312026-02-05 AAPL APPLE INC36.4K shares4.71%2025-12-312026-02-05 IVV ISHARES TR10.8K shares-0.75%2025-12-312026-02-05 MSFT MICROSOFT CORP13.8K shares-1.15%2025-12-312026-02-05 JPST J P MORGAN EXCHANGE TRADED F119.0K shares-10.73%2025-12-312026-02-05 VABK VIRGINIA NATL BANKSHARES COR141.2K shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC15.2K shares-2.65%2025-12-312026-02-05 AMZN AMAZON COM INC19.6K shares1.55%2025-12-312026-02-05 NVDA NVIDIA CORPORATION24.2K shares-1.94%2025-12-312026-02-05 BIV VANGUARD BD INDEX FDS51.4K shares10.74%2025-12-312026-02-05 XOM EXXON MOBIL CORP29.9K shares-0.07%2025-12-312026-02-05 DGRW WISDOMTREE TR37.6K shares-2.33%2025-12-312026-02-05 DLN WISDOMTREE TR37.3K shares0.00%2025-12-312026-02-05 V VISA INC10.1K shares24.49%2025-12-312026-02-05 ALPHABET INC ALPHABET INC9.5K shares-0.90%2025-12-312026-02-05 AMD ADVANCED MICRO DEVICES INC11.6K shares-2.83%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.9.5K shares-1.71%2025-12-312026-02-05 BROADCOM INC BROADCOM INC7.5K shares-1.16%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC5.5K shares-1.22%2025-12-312026-02-05 IWV ISHARES TR6.2K shares-0.59%2025-12-312026-02-05 IWR ISHARES TR23.5K shares0.00%2025-12-312026-02-05 CVX CHEVRON CORP NEW13.8K shares0.03%2025-12-312026-02-05 LHX L3HARRIS TECHNOLOGIES INC5.9K shares-0.77%2025-12-312026-02-05 NEE NEXTERA ENERGY INC24.2K shares-0.47%2025-12-312026-02-05 TSLA TESLA INC4.5K shares40.46%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO13.1K shares1.60%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD5.7K shares-0.99%2025-12-312026-02-05 GNRC GENERAC HLDGS INC10.1K shares0.61%2025-12-312026-02-05 PFXF VANECK ETF TRUST88.7K shares4.92%2025-12-312026-02-05 COF CAPITAL ONE FINL CORP7.0K shares0.07%2025-12-312026-02-05 LH LABCORP HOLDINGS INC5.6K shares1.12%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON6.9K shares-1.20%2025-12-312026-02-05 USB US BANCORP DEL25.9K shares-2.54%2025-12-312026-02-05 HST HOST HOTELS & RESORTS INC75.9K shares-4.36%2025-12-312026-02-05 IQLT ISHARES TR28.5K shares0.55%2025-12-312026-02-05 KO COCA COLA CO18.2K shares0.44%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC31.9K shares-0.12%2025-12-312026-02-05 ORCL ORACLE CORP7.2K shares2.11%2025-12-312026-02-05 JMSB JOHN MARSHALL BANCORP INC57.6K shares0.00%2025-12-312026-02-05 LLY ELI LILLY & CO1.1K shares-1.32%2025-12-312026-02-05 UNP UNION PAC CORP5.1K shares4.87%2025-12-312026-02-05 PWR QUANTA SVCS INC2.4K shares-2.08%2025-12-312026-02-05 QUAL ISHARES TR5.6K shares0.00%2025-12-312026-02-05 RITM RITHM CAPITAL CORP94.0K shares1.12%2025-12-312026-02-05 DHR DANAHER CORPORATION4.5K shares3.96%2025-12-312026-02-05 CRM SALESFORCE INC4.9K shares0.86%2025-12-312026-02-05 FPE FIRST TR EXCH TRADED FD III48.6K shares-1.57%2025-12-312026-02-05 ROP ROPER TECHNOLOGIES INC2.2K shares1.86%2025-12-312026-02-05 VTI VANGUARD INDEX FDS2.6K shares12.81%2025-12-312026-02-05 D DOMINION ENERGY INC13.9K shares-1.52%2025-12-312026-02-05 PFE PFIZER INC32.6K shares-1.42%2025-12-312026-02-05 CMCSA COMCAST CORP NEW27.6K shares-11.07%2025-12-312026-02-05 FLOT ISHARES TR15.5K sharesnew addition2025-12-312026-02-05 CAT CATERPILLAR INC1.2K shares0.91%2025-12-312026-02-05 VSGX VANGUARD WORLD FD9.8K shares6.96%2025-12-312026-02-05 JEPQ J P MORGAN EXCHANGE TRADED F12.1K shares4.10%2025-12-312026-02-05 TMUS T-MOBILE US INC3.6K shares9.96%2025-12-312026-02-05 ESGU ISHARES TR4.3K shares8.80%2025-12-312026-02-05 WMT WALMART INC5.4K shares-0.99%2025-12-312026-02-05 HD HOME DEPOT INC1.7K shares-0.06%2025-12-312026-02-05 DOL WISDOMTREE TR7.7K shares1.31%2025-12-312026-02-05 VPU VANGUARD WORLD FD2.8K shares0.00%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW529 shares26.25%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.00%2025-12-312026-02-05 IJH ISHARES TR6.5K shares0.00%2025-12-312026-02-05 VB VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-05 VUG VANGUARD INDEX FDS927 shares-9.03%2025-12-312026-02-05 FYLD CAMBRIA ETF TR12.6K shares0.00%2025-12-312026-02-05 EFA ISHARES TR4.3K shares0.00%2025-12-312026-02-05 BKNG BOOKING HOLDINGS INC77 shares8.45%2025-12-312026-02-05 CSCO CISCO SYS INC5.1K shares0.00%2025-12-312026-02-05 ESGV VANGUARD WORLD FD3.1K shares-1.69%2025-12-312026-02-05 BSCU INVESCO EXCH TRD SLF IDX FD21.9K shares0.00%2025-12-312026-02-05 DGS WISDOMTREE TR6.0K shares0.00%2025-12-312026-02-05 BSCT INVESCO EXCH TRD SLF IDX FD18.9K shares0.00%2025-12-312026-02-05 NOW SERVICENOW INC2.8K shares373.29%2025-12-312026-02-05 JEPI J P MORGAN EXCHANGE TRADED F6.0K shares-32.27%2025-12-312026-02-05 OKE ONEOK INC NEW4.5K shares-0.02%2025-12-312026-02-05 ABBV ABBVIE INC1.6K shares0.57%2025-12-312026-02-05 TFC TRUIST FINL CORP6.6K shares-0.06%2025-12-312026-02-05 GPIX GOLDMAN SACHS ETF TR6.2K sharesnew addition2025-12-312026-02-05 INTC INTEL CORP5.5K shares0.07%2025-12-312026-02-05 BRNY EA SERIES TRUST5.8K sharesnew addition2025-12-312026-02-05 LOW LOWES COS INC1.1K shares-0.09%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP480 shares0.00%2025-12-312026-02-05 HON HONEYWELL INTL INC1.3K shares3.80%2025-12-312026-02-05 CBRE CBRE GROUP INC1.5K shares-0.06%2025-12-312026-02-05 KVUE KENVUE INC14.7K shares-25.18%2025-12-312026-02-05 IWN ISHARES TR1.2K shares0.00%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC700 shares-54.93%2025-12-312026-02-05 TT TRANE TECHNOLOGIES PLC609 shares0.00%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC1.4K shares-0.14%2025-12-312026-02-05 EMR EMERSON ELEC CO1.6K shares-0.06%2025-12-312026-02-05 ALB ALBEMARLE CORP1.3K shares-44.06%2025-12-312026-02-05 BNDX VANGUARD CHARLOTTE FDS4.8K shares0.00%2025-12-312026-02-05 T AT&T INC9.7K shares-0.27%2025-12-312026-02-05 WM WASTE MGMT INC DEL1.0K shares0.00%2025-12-312026-02-05 RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-02-05 IWD ISHARES TR1.0K shares0.00%2025-12-312026-02-05 RSPR INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2025-12-312026-02-05 BUFC AB ACTIVE ETFS INC5.1K shares0.00%2025-12-312026-02-05 PEP PEPSICO INC1.4K shares-1.52%2025-12-312026-02-05 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-05 SUSL ISHARES TR1.7K sharesnew addition2025-12-312026-02-05 ACWI ISHARES TR1.4K sharesnew addition2025-12-312026-02-05 BAC BANK AMERICA CORP3.9K sharesnew addition2025-12-312026-02-05 TNGY TORTOISE CAPITAL SERIES TRUS12.4K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available