Meridian-Financial-Partners

Filing Details

13F-HR2025-03-31
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
Manager Name
Meridian-Financial-Partners
Data Enrichment
84% identified
87 identified17 unidentified

Holdings

104 positions • $197.1K total value
Manager:
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LOCKHEED MARTIN CORP
Shares:480
Value:$214.0K
% of Portfolio:108.6% ($214.0K/$197.1K)
BRISTOL MYERS SQUIBB CO
Shares:3.5K
Value:$211.0K
% of Portfolio:107.1% ($211.0K/$197.1K)
Trane Technologies plc
Shares:609
Value:$205.0K
% of Portfolio:104.0% ($205.0K/$197.1K)
464287598
Shares:1.1K
Value:$200.0K
% of Portfolio:101.5% ($200.0K/$197.1K)