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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HOME DEPOT, INC.

HD|437076102

Shares:1.6K

Value:$596.0K

% of Portfolio:302.4% ($596.0K/$197.1K)

92189F429

Shares:31.6K

Value:$530.0K

% of Portfolio:268.9% ($530.0K/$197.1K)

Kenvue Inc.

KVUE|49177J102

Shares:22.0K

Value:$529.0K

% of Portfolio:268.4% ($529.0K/$197.1K)

46654Q203

Shares:10.2K

Value:$526.0K

% of Portfolio:266.9% ($526.0K/$197.1K)

Walmart Inc.

WMT|931142103

Shares:5.5K

Value:$481.0K

% of Portfolio:244.1% ($481.0K/$197.1K)

921910725

VSGX|921910725

Shares:7.9K

Value:$464.0K

% of Portfolio:235.4% ($464.0K/$197.1K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.8K

Value:$460.0K

% of Portfolio:233.4% ($460.0K/$197.1K)

92204A876

Shares:2.6K

Value:$453.0K

% of Portfolio:229.9% ($453.0K/$197.1K)

46435G425

ESGU|46435G425

Shares:3.7K

Value:$452.0K

% of Portfolio:229.3% ($452.0K/$197.1K)

ONEOK INC /NEW/

OKE|682680103

Shares:4.5K

Value:$448.0K

% of Portfolio:227.3% ($448.0K/$197.1K)

ALBEMARLE CORP

ALB|012653101

Shares:6.0K

Value:$434.0K

% of Portfolio:220.2% ($434.0K/$197.1K)

97717W794

Shares:7.7K

Value:$423.0K

% of Portfolio:214.6% ($423.0K/$197.1K)

46641Q332

Shares:7.0K

Value:$400.0K

% of Portfolio:203.0% ($400.0K/$197.1K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:419

Value:$396.0K

% of Portfolio:200.9% ($396.0K/$197.1K)

CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$394.0K

% of Portfolio:199.9% ($394.0K/$197.1K)

922908751

VB|922908751

Shares:1.7K

Value:$383.0K

% of Portfolio:194.3% ($383.0K/$197.1K)

464287507

IJH|464287507

Shares:6.5K

Value:$381.0K

% of Portfolio:193.3% ($381.0K/$197.1K)

464287465

EFA|464287465

Shares:4.5K

Value:$364.0K

% of Portfolio:184.7% ($364.0K/$197.1K)

46138J460

Shares:21.9K

Value:$363.0K

% of Portfolio:184.2% ($363.0K/$197.1K)

46138J577

Shares:18.9K

Value:$350.0K

% of Portfolio:177.6% ($350.0K/$197.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$596.0K	302.4% ($596.0K/$197.1K)	QoQ -5.84% (-$0) YoY NEW(+$1)
(cusip92189F429)✕	31.6K	QoQ +178.24% (+20.3K) YoY NEW(+31.6K)	All Managers (Combined)	$530.0K	268.9% ($530.0K/$197.1K)	QoQ +170.40% (+$0) YoY NEW(+$1)
Kenvue Inc.(KVUEcusip49177J102)	22.0K	QoQ -24.53% (-7.2K) YoY -36.87% (-12.9K)	All Managers (Combined)	$529.0K	268.4% ($529.0K/$197.1K)	QoQ -15.22% (-$0) YoY -20.80% (-$0)
(cusip46654Q203)✕	10.2K	QoQ +4.51% (-439) YoY -76.76% (-33.6K)	All Managers (Combined)	$526.0K	266.9% ($526.0K/$197.1K)	QoQ -4.01% (-$0) YoY -77.18% (-$2)
Walmart Inc.(WMTcusip931142103)	5.5K	QoQ +5.06% (+264) YoY NEW(+5.5K)	All Managers (Combined)	$481.0K	244.1% ($481.0K/$197.1K)	QoQ +2.12% (+$0) YoY NEW(+$0)
(VSGXcusip921910725)	7.9K	QoQ +2.47% (+190) YoY NEW(+7.9K)	All Managers (Combined)	$464.0K	235.4% ($464.0K/$197.1K)	QoQ +6.42% (+$0) YoY NEW(+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.8K	QoQ -1.17% (-22) YoY NEW(+1.8K)	All Managers (Combined)	$460.0K	233.4% ($460.0K/$197.1K)	QoQ +11.92% (-$0) YoY NEW(+$0)
(cusip92204A876)✕	2.6K	QoQ -14.29% (-442) YoY -2.39% (-65)	All Managers (Combined)	$453.0K	229.9% ($453.0K/$197.1K)	QoQ -10.29% (-$0) YoY +22.76% (-$0)
(ESGUcusip46435G425)	3.7K	QoQ +22.91% (+691) YoY NEW(+3.7K)	All Managers (Combined)	$452.0K	229.3% ($452.0K/$197.1K)	QoQ +16.49% (+$0) YoY NEW(+$0)
ONEOK INC /NEW/(OKEcusip682680103)	4.5K	QoQ 0.00% (-0) YoY NEW(+4.5K)	All Managers (Combined)	$448.0K	227.3% ($448.0K/$197.1K)	QoQ -1.32% (-$0) YoY NEW(+$0)
ALBEMARLE CORP(ALBcusip012653101)	6.0K	QoQ +0.66% (-40) YoY NEW(+6.0K)	All Managers (Combined)	$434.0K	220.2% ($434.0K/$197.1K)	QoQ -15.72% (-$0) YoY NEW(+$0)
(cusip97717W794)✕	7.7K	QoQ -2.77% (-219) YoY -6.26% (-514)	All Managers (Combined)	$423.0K	214.6% ($423.0K/$197.1K)	QoQ +8.18% (-$0) YoY +4.18% (-$0)
(cusip46641Q332)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$400.0K	203.0% ($400.0K/$197.1K)	QoQ NEW(+$0) YoY NEW(+$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	419	QoQ +1.20% (+5) YoY +4.75% (+19)	All Managers (Combined)	$396.0K	200.9% ($396.0K/$197.1K)	QoQ +4.48% (+$0) YoY +38.46% (+$0)
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ +20.12% (+200) YoY NEW(+1.2K)	All Managers (Combined)	$394.0K	199.9% ($394.0K/$197.1K)	QoQ +9.14% (+$0) YoY NEW(+$0)
(VBcusip922908751)	1.7K	QoQ -3.73% (-67) YoY NEW(+1.7K)	All Managers (Combined)	$383.0K	194.3% ($383.0K/$197.1K)	QoQ -11.13% (-$0) YoY NEW(+$0)
(IJHcusip464287507)	6.5K	QoQ 0.00% (-0) YoY NEW(+6.5K)	All Managers (Combined)	$381.0K	193.3% ($381.0K/$197.1K)	QoQ -6.38% (-$0) YoY NEW(+$0)
(EFAcusip464287465)	4.5K	QoQ 0.00% (+0) YoY NEW(+4.5K)	All Managers (Combined)	$364.0K	184.7% ($364.0K/$197.1K)	QoQ +8.01% (+$0) YoY NEW(+$0)
(cusip46138J460)✕	21.9K	QoQ -0.37% (-83) YoY NEW(+21.9K)	All Managers (Combined)	$363.0K	184.2% ($363.0K/$197.1K)	QoQ +0.83% (-$0) YoY NEW(+$0)
(cusip46138J577)✕	18.9K	QoQ -0.39% (-75) YoY NEW(+18.9K)	All Managers (Combined)	$350.0K	177.6% ($350.0K/$197.1K)	QoQ +0.57% (-$0) YoY NEW(+$0)