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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132061300

Shares:12.6K

Value:$340.0K

% of Portfolio:172.5% ($340.0K/$197.1K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:635

Value:$338.0K

% of Portfolio:171.5% ($338.0K/$197.1K)

AbbVie Inc.

ABBV|00287Y109

Shares:1.6K

Value:$327.0K

% of Portfolio:165.9% ($327.0K/$197.1K)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:878

Value:$322.0K

% of Portfolio:163.4% ($322.0K/$197.1K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.2K

Value:$320.0K

% of Portfolio:162.4% ($320.0K/$197.1K)

Booking Holdings Inc.

BKNG|09857L108

Shares:67

Value:$309.0K

% of Portfolio:156.8% ($309.0K/$197.1K)

921910733

ESGV|921910733

Shares:3.0K

Value:$291.0K

% of Portfolio:147.7% ($291.0K/$197.1K)

97717W281

Shares:6.0K

Value:$289.0K

% of Portfolio:146.6% ($289.0K/$197.1K)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.7K

Value:$275.0K

% of Portfolio:139.5% ($275.0K/$197.1K)

922908736

VUG|922908736

Shares:733

Value:$272.0K

% of Portfolio:138.0% ($272.0K/$197.1K)

AT&T INC.

T|00206R102

Shares:9.5K

Value:$269.0K

% of Portfolio:136.5% ($269.0K/$197.1K)

Philip Morris International Inc.

PM|718172109

Shares:1.6K

Value:$259.0K

% of Portfolio:131.4% ($259.0K/$197.1K)

LOWES COMPANIES INC

LOW|548661107

Shares:1.1K

Value:$246.0K

% of Portfolio:124.8% ($246.0K/$197.1K)

Eaton Corp plc

ETN|G29183103

Shares:859

Value:$234.0K

% of Portfolio:118.7% ($234.0K/$197.1K)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.4K

Value:$232.0K

% of Portfolio:117.7% ($232.0K/$197.1K)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.0K

Value:$232.0K

% of Portfolio:117.7% ($232.0K/$197.1K)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$227.0K

% of Portfolio:115.2% ($227.0K/$197.1K)

Leidos Holdings, Inc.

LDOS|525327102

Shares:1.7K

Value:$224.0K

% of Portfolio:113.7% ($224.0K/$197.1K)

46137V290

Shares:6.1K

Value:$219.0K

% of Portfolio:111.1% ($219.0K/$197.1K)

CBRE GROUP, INC.

CBRE|12504L109

Shares:1.6K

Value:$216.0K

% of Portfolio:109.6% ($216.0K/$197.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip132061300)✕	12.6K	QoQ +0.35% (+45) YoY NEW(+12.6K)	All Managers (Combined)	$340.0K	172.5% ($340.0K/$197.1K)	QoQ +7.25% (+$0) YoY NEW(+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	635	QoQ -5.64% (-38) YoY NEW(+635)	All Managers (Combined)	$338.0K	171.5% ($338.0K/$197.1K)	QoQ +10.81% (-$0) YoY NEW(+$0)
AbbVie Inc.(ABBVcusip00287Y109)	1.6K	QoQ -9.28% (-160) YoY -11.14% (-196)	All Managers (Combined)	$327.0K	165.9% ($327.0K/$197.1K)	QoQ +6.86% (-$0) YoY +14.33% (-$0)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	878	QoQ 0.00% (-0) YoY NEW(+878)	All Managers (Combined)	$322.0K	163.4% ($322.0K/$197.1K)	QoQ -9.29% (-$0) YoY NEW(+$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.2K	QoQ +3.24% (+163) YoY +3.88% (+194)	All Managers (Combined)	$320.0K	162.4% ($320.0K/$197.1K)	QoQ +7.74% (+$0) YoY +33.89% (+$0)
Booking Holdings Inc.(BKNGcusip09857L108)	67	QoQ NEW(+67) YoY NEW(+67)	All Managers (Combined)	$309.0K	156.8% ($309.0K/$197.1K)	QoQ NEW(+$0) YoY NEW(+$0)
(ESGVcusip921910733)	3.0K	QoQ +16.53% (+421) YoY NEW(+3.0K)	All Managers (Combined)	$291.0K	147.7% ($291.0K/$197.1K)	QoQ +8.98% (+$0) YoY NEW(+$0)
(cusip97717W281)✕	6.0K	QoQ 0.00% (-0) YoY -1.73% (-106)	All Managers (Combined)	$289.0K	146.6% ($289.0K/$197.1K)	QoQ -1.36% (-$0) YoY -4.30% (-$0)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	6.7K	QoQ -0.50% (-34) YoY -4.08% (-285)	All Managers (Combined)	$275.0K	139.5% ($275.0K/$197.1K)	QoQ -5.82% (-$0) YoY +10.88% (-$0)
(VUGcusip922908736)	733	QoQ -17.82% (-159) YoY NEW(+733)	All Managers (Combined)	$272.0K	138.0% ($272.0K/$197.1K)	QoQ -25.68% (-$0) YoY NEW(+$0)
AT&T INC.(Tcusip00206R102)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$269.0K	136.5% ($269.0K/$197.1K)	QoQ NEW(+$0) YoY NEW(+$0)
Philip Morris International Inc.(PMcusip718172109)	1.6K	QoQ -8.58% (-153) YoY NEW(+1.6K)	All Managers (Combined)	$259.0K	131.4% ($259.0K/$197.1K)	QoQ +21.02% (-$0) YoY NEW(+$0)
LOWES COMPANIES INC(LOWcusip548661107)	1.1K	QoQ +3.12% (-32) YoY NEW(+1.1K)	All Managers (Combined)	$246.0K	124.8% ($246.0K/$197.1K)	QoQ -2.38% (-$0) YoY NEW(+$0)
Eaton Corp plc(ETNcusipG29183103)	859	QoQ 0.00% (-0) YoY +7.37% (-59)	All Managers (Combined)	$234.0K	118.7% ($234.0K/$197.1K)	QoQ -17.89% (-$0) YoY -7.14% (-$0)
Mondelez International, Inc.(MDLZcusip609207105)	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$232.0K	117.7% ($232.0K/$197.1K)	QoQ +13.72% (+$0) YoY NEW(+$0)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$232.0K	117.7% ($232.0K/$197.1K)	QoQ +14.85% (+$0) YoY +13.17% (+$0)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ +1.13% (+17) YoY NEW(+1.5K)	All Managers (Combined)	$227.0K	115.2% ($227.0K/$197.1K)	QoQ 0.00% (+$0) YoY NEW(+$0)
Leidos Holdings, Inc.(LDOScusip525327102)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$224.0K	113.7% ($224.0K/$197.1K)	QoQ -6.27% (-$0) YoY NEW(+$0)
(cusip46137V290)✕	6.1K	QoQ 0.00% (+0) YoY NEW(+6.1K)	All Managers (Combined)	$219.0K	111.1% ($219.0K/$197.1K)	QoQ +1.38% (+$0) YoY NEW(+$0)
CBRE GROUP, INC.(CBREcusip12504L109)	1.6K	QoQ -8.33% (-150) YoY NEW(+1.6K)	All Managers (Combined)	$216.0K	109.6% ($216.0K/$197.1K)	QoQ -8.47% (-$0) YoY NEW(+$0)