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Disclosery

13F-HR filed by Meridian Financial Partners LLC

Meridian Financial Partners LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-20, with 50 holding rows worth $88,979,000.

Accession
0001763722-23-000001
Filer
CIK 1763722
Filed
2023-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 50 entries on the cover page, a total value of $88,979,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,979,000 with VALUE read as thousands, detected and multiplied, 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 filedCUSIPClassAmountValueValue read asType
iShares Core Dividend Growth ETF46434V621SHS270,249$13,461,000thousands, detected and multiplied
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF260,549$13,103,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL104,158$6,519,000thousands, detected and multiplied
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF51,036$5,944,000thousands, detected and multiplied
SPDR SER TR78468R101PORTFOLIO SH TSR160,954$4,689,000thousands, detected and multiplied
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM78,138$3,290,000thousands, detected and multiplied
EXXON MOBIL CORP30231G102COM28,700$3,195,000thousands, detected and multiplied
WISDOMTREE TR97717W307US LARGECAP DIVD47,891$2,961,000thousands, detected and multiplied
WISDOMTREE TR97717X669US QTLY DIV GRT48,754$2,938,000thousands, detected and multiplied
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF43,534$2,378,000thousands, detected and multiplied
TELOS CORP MD87969B101COM436,585$2,131,000thousands, detected and multiplied
Merck & Co.,Inc.58933Y105COM18,073$1,986,000thousands, detected and multiplied
JOHN MARSHALL BANCORP INC47805L101COMMON STOCK71,707$1,787,000thousands, detected and multiplied
Visa Inc92826C839COM7,814$1,722,000thousands, detected and multiplied
NextEra Energy,Inc.65339F101COM20,384$1,684,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares A02079K305COM13,918$1,295,000thousands, detected and multiplied
Verizon Communications Inc92343V104COM31,484$1,261,000thousands, detected and multiplied
Duke Energy Corporation26441C204COM12,060$1,230,000thousands, detected and multiplied
LABORATORY CORP OF AMERICA50540R409COM NEW4,744$1,198,000thousands, detected and multiplied
UnitedHealth Group Inc91324P102COM2,433$1,178,000thousands, detected and multiplied
JPMorgan Chase & Co46625H100COM8,735$1,177,000thousands, detected and multiplied
Comcast Corp20030N101COM26,437$1,008,000thousands, detected and multiplied
ServiceNow,Inc.81762P102COM2,218$950,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares C02079K107COM9,354$878,000thousands, detected and multiplied
DOMINION ENERGY INC COM25746U109Stock13,790$855,000thousands, detected and multiplied
CONSTELLATION BRANDS INC CL A21036P108Stock3,915$848,000thousands, detected and multiplied
AbbVie,Inc.00287Y109COM5,655$841,000thousands, detected and multiplied
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF15,020$761,000thousands, detected and multiplied
WESTROCK CO96145D105COM18,075$659,000thousands, detected and multiplied
NVIDIA Corp67066G104COM3,803$638,000thousands, detected and multiplied
Salesforce.com, Inc79466L302COM3,826$560,000thousands, detected and multiplied
Vanguard Utilities ETF92204A876SHS3,461$519,000thousands, detected and multiplied
WISDOMTREE TR97717W794TRUE DEV INTL FD10,281$482,000thousands, detected and multiplied
CAPITAL ONE FINL CORP14040H105COM4,321$423,000thousands, detected and multiplied
WISDOMTREE TR97717W760INTL SMCAP DIV6,879$423,000thousands, detected and multiplied
WISDOMTREE TR97717W281EMG MKTS SMCAP7,825$364,000thousands, detected and multiplied
ASPEN TECHNOLOGY INC29109X106COM1,764$342,000thousands, detected and multiplied
Adobe Inc00724F101COM996$341,000thousands, detected and multiplied
TRUIST FINL CORP COM89832Q109Stock6,565$313,000thousands, detected and multiplied
INVESCO EXCHANGE TRADED FD T46137V399S&P500 BUY WRT14,984$308,000thousands, detected and multiplied
Tesla Motors, Inc88160R101COM2,142$272,000thousands, detected and multiplied
AT&T Inc00206R102COM14,111$267,000thousands, detected and multiplied
VGT92204A702SHS781$257,000thousands, detected and multiplied
EXELON CORP COM30161N101Stock6,091$256,000thousands, detected and multiplied
INVESCO S&P 500 TOP 50 ETF46137V233ETF907$254,000thousands, detected and multiplied
INVESCO46138J825EXCHANGE TRADED12,235$249,000thousands, detected and multiplied
Cisco Systems,Inc.17275R102COM5,041$234,000thousands, detected and multiplied
ConocoPhillips20825C104COM1,738$208,000thousands, detected and multiplied
INVESCO46138J866EXCHANGE TRADED9,538$201,000thousands, detected and multiplied
SIRIUS XM HOLDINGS INC82968B103COM24,347$141,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763722-23-000001this filing2023-01-20acceptance time not in the bulk data set