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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 2023-12-31, filed 2024-01-19, with 52 holding rows worth $97,517,000.

Accession
0001763722-24-000001
Filer
CIK 1763722
Filed
2024-01-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 52 entries on the cover page, a total value of $97,517,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $97,517,000 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 ETF46434V621SHS288,330$15,457,000thousands, detected and multiplied
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF267,306$13,467,000thousands, detected and multiplied
SPDR SER TR78468R101PORTFOLIO SH TSR245,876$7,148,000thousands, detected and multiplied
Apple Inc037833100COM34,314$6,473,000thousands, detected and multiplied
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF75,046$4,143,000thousands, detected and multiplied
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM65,796$3,348,000thousands, detected and multiplied
EXXON MOBIL CORP30231G102COM29,221$2,829,000thousands, detected and multiplied
Amazon.com, Inc023135106COM18,405$2,825,000thousands, detected and multiplied
WISDOMTREE TR97717X669US QTLY DIV GRT38,854$2,743,000thousands, detected and multiplied
CROWDSTRIKE HLDGS INC22788C105COM9,390$2,658,000thousands, detected and multiplied
WISDOMTREE TR97717W307US LARGECAP DIVD40,177$2,658,000thousands, detected and multiplied
Visa Inc92826C839COM8,101$2,172,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares A02079K305COM14,882$2,135,000thousands, detected and multiplied
Advanced Micro Devices,Inc.007903107COM10,778$1,753,000thousands, detected and multiplied
JPMorgan Chase & Co46625H100COM9,782$1,638,000thousands, detected and multiplied
HOST HOTELS & RESORTS INC COM44107P104REIT72,767$1,428,000thousands, detected and multiplied
UnitedHealth Group Inc91324P102COM2,664$1,376,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares C02079K107COM9,387$1,361,000thousands, detected and multiplied
JOHN MARSHALL BANCORP INC47805L101COMMON STOCK64,930$1,328,000thousands, detected and multiplied
NextEra Energy,Inc.65339F101COM22,458$1,295,000thousands, detected and multiplied
Duke Energy Corporation26441C204COM13,151$1,261,000thousands, detected and multiplied
Comcast Corp20030N101COM29,159$1,240,000thousands, detected and multiplied
Verizon Communications Inc92343V104COM31,360$1,221,000thousands, detected and multiplied
ServiceNow,Inc.81762P102COM1,570$1,171,000thousands, detected and multiplied
NVIDIA Corp67066G104COM2,039$1,164,000thousands, detected and multiplied
LABORATORY CORP OF AMERICA50540R409COM NEW4,993$1,135,000thousands, detected and multiplied
Salesforce.com, Inc79466L302COM4,035$1,107,000thousands, detected and multiplied
QUANTA SVCS INC74762E102COM5,054$1,020,000thousands, detected and multiplied
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF6,036$897,000thousands, detected and multiplied
KENVUE INC49177J102COM34,930$731,000thousands, detected and multiplied
INVESCO QQQ TR46090E103COM1,762$728,000thousands, detected and multiplied
Tesla Motors, Inc88160R101COM3,244$687,000thousands, detected and multiplied
Merck & Co.,Inc.58933Y105COM5,604$664,000thousands, detected and multiplied
DOMINION ENERGY INC COM25746U109Stock13,849$630,000thousands, detected and multiplied
CAPITAL ONE FINL CORP14040H105COM4,990$623,000thousands, detected and multiplied
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF36,469$615,000thousands, detected and multiplied
WISDOMTREE TR97717W794TRUE DEV INTL FD8,041$388,000thousands, detected and multiplied
ASPEN TECHNOLOGY INC29109X106COM1,764$350,000thousands, detected and multiplied
Vanguard Utilities ETF92204A876SHS2,605$343,000thousands, detected and multiplied
WISDOMTREE TR97717W760INTL SMCAP DIV5,417$335,000thousands, detected and multiplied
CONSTELLATION BRANDS INC CL A21036P108Stock1,301$330,000thousands, detected and multiplied
WESTROCK CO96145D105COM7,256$294,000thousands, detected and multiplied
AbbVie,Inc.00287Y109COM1,719$281,000thousands, detected and multiplied
WISDOMTREE TR97717W281EMG MKTS SMCAP5,883$280,000thousands, detected and multiplied
Costco Wholesale Corporation22160K105COM405$278,000thousands, detected and multiplied
TRUIST FINL CORP COM89832Q109Stock7,643$275,000thousands, detected and multiplied
Cisco Systems,Inc.17275R102COM5,041$256,000thousands, detected and multiplied
INVESCO46138J825EXCHANGE TRADED11,675$239,000thousands, detected and multiplied
Vanguard Intermediate-Term Treasury ETF92206C706SHS3,866$228,000thousands, detected and multiplied
Berkshire Hathaway Inc084670702COM579$210,000thousands, detected and multiplied
AT&T Inc00206R102COM10,388$170,000thousands, detected and multiplied
SIRIUS XM HOLDINGS INC82968B103COM24,347$131,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001763722-24-000001this filing2024-01-19acceptance time not in the bulk data set