13F-HR filed by Meridian Financial Partners LLC
Meridian Financial Partners LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-24, with 44 holding rows worth $70,559,000.
- Accession
- 0001763722-22-000011
- Filer
- CIK 1763722
- Filed
- 2022-10-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 44 entries on the cover page, a total value of $70,559,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $70,559,000 with VALUE read as thousands by filing date, 13F file number 028-18963. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 252,633 | $12,647,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 246,063 | $11,080,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 51,163 | $5,312,000 | thousands by filing date | |
| TELOS CORP MD | 87969B101 | COM | 436,585 | $3,466,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 76,411 | $3,106,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 29,206 | $2,897,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 49,932 | $2,813,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 48,334 | $2,657,000 | thousands by filing date | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 46,092 | $2,357,000 | thousands by filing date | |
| JOHN MARSHALL BANCORP INC | 47805L101 | COMMON STOCK | 71,707 | $1,848,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 18,114 | $1,670,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 20,194 | $1,449,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 7,732 | $1,412,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,668 | $1,320,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,420 | $1,242,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 29,863 | $1,086,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 11,731 | $1,018,000 | thousands by filing date | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 4,632 | $967,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 8,670 | $964,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,594 | $932,000 | thousands by filing date | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 13,555 | $872,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 3,841 | $853,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 5,661 | $809,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 26,008 | $782,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 2,233 | $763,000 | thousands by filing date | |
| WESTROCK CO | 96145D105 | COM | 17,891 | $566,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 3,866 | $550,000 | thousands by filing date | |
| Vanguard Utilities ETF | 92204A876 | SHS | 3,358 | $455,000 | thousands by filing date | |
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 1,764 | $427,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 3,540 | $397,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W794 | TRUE DEV INTL FD | 10,263 | $384,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 3,926 | $375,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 7,096 | $359,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 6,577 | $334,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 996 | $287,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 7,184 | $283,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 6,480 | $279,000 | thousands by filing date | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 906 | $243,000 | thousands by filing date | |
| INVESCO | 46138J825 | EXCHANGE TRADED | 12,235 | $242,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 431 | $237,000 | thousands by filing date | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 2,500 | $233,000 | thousands by filing date | |
| EXELON CORP COM | 30161N101 | Stock | 6,256 | $229,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 14,011 | $210,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 24,347 | $147,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001763722-22-000011 | this filing | 2022-10-24 | acceptance time not in the bulk data set |