Meridian-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ABBV",
  null,
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "COF",
  "DUK",
  "D",
  "HD",
  null,
  "UNP",
  "BKNG",
  "IJH",
  null,
  "LHX",
  null,
  null,
  "PWR",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DLN",
  "IWD",
  "ORCL",
  "OKE",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "LDOS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  "NOW",
  "ROP",
  "RITM",
  "IBM",
  "TFC",
  "BIV",
  null,
  "IWV",
  "JMSB",
  "TSM",
  null,
  "TT",
  "ALB",
  "AMD",
  "GNRC",
  "WM",
  "IWR",
  "AMZN",
  null,
  null,
  "USB",
  "ESGV",
  "VUG",
  "VB",
  "VOO",
  null,
  "V",
  "VABK",
  "WMT",
  null,
  null,
  null,
  null,
  "HST",
  "LH",
  "CRM",
  null,
  null,
  "DGRO",
  "ESGU",
  "BRK-B",
  "BMY",
  "CACI",
  "CBRE",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "CRWD",
  "EFA",
  "NEE",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 104
Total Value: 197082
Accession Number: 0001763722-25-000003
Form Type: 13F-HR
CIK: meridian-financial-partners
Manager Name: Meridian-Financial-Partners

Data Enrichment

84% identified

87 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $197.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287689

IWV|464287689

Shares:6.5K

Value:$2.1M

% of Portfolio:1051.8% ($2.1M/$197.1K)

464287499

IWR|464287499

Shares:23.5K

Value:$2.0M

% of Portfolio:1013.8% ($2.0M/$197.1K)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:5.6K

Value:$2.0M

% of Portfolio:1004.7% ($2.0M/$197.1K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.6K

Value:$1.8M

% of Portfolio:894.0% ($1.8M/$197.1K)

NEXTERA ENERGY INC

NEE|65339F101

Shares:23.9K

Value:$1.7M

% of Portfolio:859.0% ($1.7M/$197.1K)

Duke Energy CORP

DUK|26441C204

Shares:13.6K

Value:$1.7M

% of Portfolio:840.8% ($1.7M/$197.1K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.9K

Value:$1.5M

% of Portfolio:767.7% ($1.5M/$197.1K)

Alphabet Inc.

GOOG|02079K107

Shares:9.7K

Value:$1.5M

% of Portfolio:766.7% ($1.5M/$197.1K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:30.5K

Value:$1.4M

% of Portfolio:702.2% ($1.4M/$197.1K)

COCA COLA CO

KO|191216100

Shares:18.7K

Value:$1.3M

% of Portfolio:678.4% ($1.3M/$197.1K)

Broadcom Inc.

AVGO|11135F101

Shares:7.6K

Value:$1.3M

% of Portfolio:642.4% ($1.3M/$197.1K)

LABCORP HOLDINGS INC.

LH|504922105

Shares:5.4K

Value:$1.3M

% of Portfolio:636.3% ($1.3M/$197.1K)

Merck & Co., Inc.

MRK|58933Y105

Shares:13.9K

Value:$1.2M

% of Portfolio:631.2% ($1.2M/$197.1K)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:6.9K

Value:$1.2M

% of Portfolio:625.1% ($1.2M/$197.1K)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:12.0K

Value:$1.2M

% of Portfolio:625.1% ($1.2M/$197.1K)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:9.7K

Value:$1.2M

% of Portfolio:623.6% ($1.2M/$197.1K)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:2.1K

Value:$1.2M

% of Portfolio:619.5% ($1.2M/$197.1K)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:5.8K

Value:$1.2M

% of Portfolio:617.5% ($1.2M/$197.1K)

Salesforce, Inc.

CRM|79466L302

Shares:4.5K

Value:$1.2M

% of Portfolio:611.4% ($1.2M/$197.1K)

UNION PACIFIC CORP

UNP|907818108

Shares:4.7K

Value:$1.1M

% of Portfolio:567.3% ($1.1M/$197.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWVcusip464287689)	6.5K	QoQ +0.43% (-28) YoY NEW(+6.5K)	All Managers (Combined)	$2.1M	1051.8% ($2.1M/$197.1K)	QoQ -4.55% (-$0) YoY NEW(+$2)
(IWRcusip464287499)	23.5K	QoQ 0.00% (-0) YoY NEW(+23.5K)	All Managers (Combined)	$2.0M	1013.8% ($2.0M/$197.1K)	QoQ -3.75% (-$0) YoY NEW(+$2)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	5.6K	QoQ +0.35% (+20) YoY +4.79% (+257)	All Managers (Combined)	$2.0M	1004.7% ($2.0M/$197.1K)	QoQ +3.44% (+$0) YoY +23.51% (+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	10.6K	QoQ +0.55% (+59) YoY NEW(+10.6K)	All Managers (Combined)	$1.8M	894.0% ($1.8M/$197.1K)	QoQ +15.31% (+$0) YoY NEW(+$2)
NEXTERA ENERGY INC(NEEcusip65339F101)	23.9K	QoQ +1.26% (+299) YoY +3.70% (+854)	All Managers (Combined)	$1.7M	859.0% ($1.7M/$197.1K)	QoQ +0.11% (+$0) YoY +19.14% (+$0)
Duke Energy CORP(DUKcusip26441C204)	13.6K	QoQ -0.59% (-81) YoY +2.21% (+294)	All Managers (Combined)	$1.7M	840.8% ($1.7M/$197.1K)	QoQ +12.49% (-$0) YoY +34.17% (+$0)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.9K	QoQ -0.06% (-2) YoY +6.17% (+168)	All Managers (Combined)	$1.5M	767.7% ($1.5M/$197.1K)	QoQ +3.48% (-$0) YoY +18.57% (+$0)
Alphabet Inc.(GOOGcusip02079K107)	9.7K	QoQ +2.92% (-275) YoY +2.99% (+281)	All Managers (Combined)	$1.5M	766.7% ($1.5M/$197.1K)	QoQ -15.58% (-$0) YoY +3.13% (+$0)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	30.5K	QoQ -1.15% (-356) YoY -6.17% (-2.0K)	All Managers (Combined)	$1.4M	702.2% ($1.4M/$197.1K)	QoQ +12.06% (-$0) YoY +6.95% (-$0)
COCA COLA CO(KOcusip191216100)	18.7K	QoQ +0.64% (+120) YoY NEW(+18.7K)	All Managers (Combined)	$1.3M	678.4% ($1.3M/$197.1K)	QoQ +15.75% (+$0) YoY NEW(+$1)
Broadcom Inc.(AVGOcusip11135F101)	7.6K	QoQ +3.83% (-279) YoY NEW(+7.6K)	All Managers (Combined)	$1.3M	642.4% ($1.3M/$197.1K)	QoQ -25.00% (-$0) YoY NEW(+$1)
LABCORP HOLDINGS INC.(LHcusip504922105)	5.4K	QoQ +0.16% (+9) YoY NEW(+5.4K)	All Managers (Combined)	$1.3M	636.3% ($1.3M/$197.1K)	QoQ +1.70% (+$0) YoY NEW(+$1)
Merck & Co., Inc.(MRKcusip58933Y105)	13.9K	QoQ +4.28% (-569) YoY +147.23% (+8.3K)	All Managers (Combined)	$1.2M	631.2% ($1.2M/$197.1K)	QoQ -5.90% (-$0) YoY +77.46% (+$1)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	6.9K	QoQ +23.85% (+1.3K) YoY +32.11% (+1.7K)	All Managers (Combined)	$1.2M	625.1% ($1.2M/$197.1K)	QoQ +24.57% (+$0) YoY +73.76% (+$1)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	12.0K	QoQ +5.45% (-620) YoY NEW(+12.0K)	All Managers (Combined)	$1.2M	625.1% ($1.2M/$197.1K)	QoQ -10.26% (-$0) YoY NEW(+$1)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	9.7K	QoQ +1.04% (-100) YoY NEW(+9.7K)	All Managers (Combined)	$1.2M	623.6% ($1.2M/$197.1K)	QoQ -17.46% (-$0) YoY NEW(+$1)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	2.1K	QoQ +0.92% (+19) YoY NEW(+2.1K)	All Managers (Combined)	$1.2M	619.5% ($1.2M/$197.1K)	QoQ +14.43% (+$0) YoY NEW(+$1)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	5.8K	QoQ +1.25% (+72) YoY NEW(+5.8K)	All Managers (Combined)	$1.2M	617.5% ($1.2M/$197.1K)	QoQ +0.74% (+$0) YoY NEW(+$1)
Salesforce, Inc.(CRMcusip79466L302)	4.5K	QoQ +1.76% (-78) YoY +12.72% (+507)	All Managers (Combined)	$1.2M	611.4% ($1.2M/$197.1K)	QoQ -18.36% (-$0) YoY +9.04% (+$0)
UNION PACIFIC CORP(UNPcusip907818108)	4.7K	QoQ +0.93% (+44) YoY NEW(+4.7K)	All Managers (Combined)	$1.1M	567.3% ($1.1M/$197.1K)	QoQ +4.48% (+$0) YoY NEW(+$1)