13F-HR filed by Meridian Financial Partners LLC
Meridian Financial Partners LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-19, with 47 holding rows worth $88,099,000.
- Accession
- 0001763722-23-000002
- Filer
- CIK 1763722
- Filed
- 2023-04-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 47 entries on the cover page, a total value of $88,099,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,099,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 289,787 | $14,753,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 248,295 | $12,469,000 | thousands, detected and multiplied | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 112,426 | $7,141,000 | thousands, detected and multiplied | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 49,795 | $6,243,000 | thousands, detected and multiplied | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 180,209 | $5,244,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 78,324 | $3,526,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 28,027 | $3,277,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 48,486 | $3,063,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 47,820 | $3,017,000 | thousands, detected and multiplied | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 47,403 | $2,604,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 7,939 | $1,855,000 | thousands, detected and multiplied | |
| NextEra Energy,Inc. | 65339F101 | COM | 20,793 | $1,628,000 | thousands, detected and multiplied | |
| JOHN MARSHALL BANCORP INC | 47805L101 | COMMON STOCK | 71,707 | $1,562,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,522 | $1,518,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 32,991 | $1,285,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 8,790 | $1,243,000 | thousands, detected and multiplied | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,458 | $1,240,000 | thousands, detected and multiplied | |
| Duke Energy Corporation | 26441C204 | COM | 12,029 | $1,172,000 | thousands, detected and multiplied | |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 4,898 | $1,128,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 3,978 | $1,101,000 | thousands, detected and multiplied | |
| ServiceNow,Inc. | 81762P102 | COM | 2,188 | $1,041,000 | thousands, detected and multiplied | |
| Comcast Corp | 20030N101 | COM | 26,595 | $1,018,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,380 | $986,000 | thousands, detected and multiplied | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 3,908 | $888,000 | thousands, detected and multiplied | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 13,922 | $799,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,764 | $777,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 3,908 | $776,000 | thousands, detected and multiplied | |
| WESTROCK CO | 96145D105 | COM | 19,543 | $599,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 3,164 | $583,000 | thousands, detected and multiplied | |
| Vanguard Utilities ETF | 92204A876 | SHS | 3,383 | $507,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W794 | TRUE DEV INTL FD | 9,638 | $466,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 6,979 | $434,000 | thousands, detected and multiplied | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 4,380 | $427,000 | thousands, detected and multiplied | |
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 1,764 | $407,000 | thousands, detected and multiplied | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 7,960 | $404,000 | thousands, detected and multiplied | |
| Adobe Inc | 00724F101 | COM | 996 | $376,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 7,389 | $346,000 | thousands, detected and multiplied | |
| AT&T Inc | 00206R102 | COM | 14,111 | $280,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,041 | $254,000 | thousands, detected and multiplied | |
| INVESCO | 46138J825 | EXCHANGE TRADED | 12,235 | $249,000 | thousands, detected and multiplied | |
| EXELON CORP COM | 30161N101 | Stock | 5,789 | $248,000 | thousands, detected and multiplied | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 7,101 | $240,000 | thousands, detected and multiplied | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 690 | $217,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 1,325 | $211,000 | thousands, detected and multiplied | |
| INVESCO | 46138J866 | EXCHANGE TRADED | 9,538 | $202,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 405 | $201,000 | thousands, detected and multiplied | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 24,347 | $94,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001763722-23-000002 | this filing | 2023-04-19 | acceptance time not in the bulk data set |