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
Filing Details
13F-HR • 2025-03-31- 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% identified87 identified17 unidentified
Holdings
104 positions • $197.1K total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
480 | QoQ 0.00% (-0)YoY NEW(+480) | All Managers (Combined) | $214.0K | 108.6% ($214.0K/$197.1K) | QoQ -8.15% (-$0)YoY NEW(+$0) | |
3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $211.0K | 107.1% ($211.0K/$197.1K) | QoQ NEW(+$0) YoY NEW(+$0) | |
609 | QoQ 0.00% (-0)YoY NEW(+609) | All Managers (Combined) | $205.0K | 104.0% ($205.0K/$197.1K) | QoQ -8.88% (-$0)YoY NEW(+$0) | |
1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $200.0K | 101.5% ($200.0K/$197.1K) | QoQ NEW(+$0) YoY NEW(+$0) |