Meridian Financial Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 104Value: $197.1MLatest: 2025Q1

Meridian Financial Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 104 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 6

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922908363

VOO|922908363

Shares:52.6K

Value:$27.0M

% of Portfolio:13712.6% ($27.0M/$197.1K)

46434V621

DGRO|46434V621

Shares:356.5K

Value:$22.0M

% of Portfolio:11174.0% ($22.0M/$197.1K)

46641Q118

Shares:262.0K

Value:$14.7M

% of Portfolio:7441.6% ($14.7M/$197.1K)

46641Q837

Shares:160.8K

Value:$8.1M

% of Portfolio:4130.3% ($8.1M/$197.1K)

Apple Inc.

AAPL|037833100

Shares:34.8K

Value:$7.7M

% of Portfolio:3927.3% ($7.7M/$197.1K)

464289438

Shares:34.6K

Value:$7.3M

% of Portfolio:3703.5% ($7.3M/$197.1K)

464287200

IVV|464287200

Shares:11.3K

Value:$6.4M

% of Portfolio:3228.1% ($6.4M/$197.1K)

Virginia National Bankshares Corp

VABK|928031103

Shares:150.6K

Value:$5.4M

% of Portfolio:2756.2% ($5.4M/$197.1K)

MICROSOFT CORP

MSFT|594918104

Shares:14.2K

Value:$5.3M

% of Portfolio:2696.8% ($5.3M/$197.1K)

AMAZON COM INC

AMZN|023135106

Shares:19.1K

Value:$3.6M

% of Portfolio:1846.4% ($3.6M/$197.1K)

EXXON MOBIL CORP

XOM|30231G102

Shares:30.0K

Value:$3.6M

% of Portfolio:1811.9% ($3.6M/$197.1K)

921937819

BIV|921937819

Shares:42.5K

Value:$3.3M

% of Portfolio:1652.6% ($3.3M/$197.1K)

97717X669

Shares:39.7K

Value:$3.2M

% of Portfolio:1607.5% ($3.2M/$197.1K)

97717W307

DLN|97717W307

Shares:37.3K

Value:$3.0M

% of Portfolio:1502.9% ($3.0M/$197.1K)

VISA INC.

V|92826C839

Shares:8.2K

Value:$2.9M

% of Portfolio:1461.8% ($2.9M/$197.1K)

NVIDIA CORP

NVDA|67066G104

Shares:24.1K

Value:$2.6M

% of Portfolio:1325.3% ($2.6M/$197.1K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.0K

Value:$2.5M

% of Portfolio:1247.2% ($2.5M/$197.1K)

Alphabet Inc.

GOOGL|02079K305

Shares:15.3K

Value:$2.4M

% of Portfolio:1200.5% ($2.4M/$197.1K)

CHEVRON CORP

CVX|166764100

Shares:13.6K

Value:$2.3M

% of Portfolio:1150.8% ($2.3M/$197.1K)

PROCTER & GAMBLE Co

PG|742718109

Shares:12.7K

Value:$2.2M

% of Portfolio:1102.1% ($2.2M/$197.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	52.6K	QoQ -4.72% (-2.6K) YoY NEW(+52.6K)	All Managers (Combined)	$27.0M	13712.6% ($27.0M/$197.1K)	QoQ -9.12% (-$3) YoY NEW(+$27)
(DGROcusip46434V621)	356.5K	QoQ +2.00% (+7.0K) YoY +19.88% (+59.1K)	All Managers (Combined)	$22.0M	11174.0% ($22.0M/$197.1K)	QoQ +2.73% (+$1) YoY +34.10% (+$6)
(cusip46641Q118)✕	262.0K	QoQ NEW(+262.0K) YoY NEW(+262.0K)	All Managers (Combined)	$14.7M	7441.6% ($14.7M/$197.1K)	QoQ NEW(+$15) YoY NEW(+$15)
(cusip46641Q837)✕	160.8K	QoQ -13.65% (-25.4K) YoY -40.90% (-111.3K)	All Managers (Combined)	$8.1M	4130.3% ($8.1M/$197.1K)	QoQ -13.21% (-$1) YoY -40.53% (-$6)
Apple Inc.(AAPLcusip037833100)	34.8K	QoQ +2.56% (-873) YoY NEW(+34.8K)	All Managers (Combined)	$7.7M	3927.3% ($7.7M/$197.1K)	QoQ -9.01% (-$1) YoY NEW(+$8)
(cusip464289438)✕	34.6K	QoQ +0.99% (-342) YoY NEW(+34.6K)	All Managers (Combined)	$7.3M	3703.5% ($7.3M/$197.1K)	QoQ -9.44% (-$1) YoY NEW(+$7)
(IVVcusip464287200)	11.3K	QoQ -2.76% (-322) YoY NEW(+11.3K)	All Managers (Combined)	$6.4M	3228.1% ($6.4M/$197.1K)	QoQ -7.19% (-$0) YoY NEW(+$6)
Virginia National Bankshares Corp(VABKcusip928031103)	150.6K	QoQ 0.00% (-0) YoY NEW(+150.6K)	All Managers (Combined)	$5.4M	2756.2% ($5.4M/$197.1K)	QoQ -5.54% (-$0) YoY NEW(+$5)
MICROSOFT CORP(MSFTcusip594918104)	14.2K	QoQ +4.19% (-570) YoY NEW(+14.2K)	All Managers (Combined)	$5.3M	2696.8% ($5.3M/$197.1K)	QoQ -7.19% (-$0) YoY NEW(+$5)
AMAZON COM INC(AMZNcusip023135106)	19.1K	QoQ +1.48% (-279) YoY NEW(+19.1K)	All Managers (Combined)	$3.6M	1846.4% ($3.6M/$197.1K)	QoQ -11.99% (-$0) YoY NEW(+$4)
EXXON MOBIL CORP(XOMcusip30231G102)	30.0K	QoQ +0.92% (+276) YoY +2.82% (+826)	All Managers (Combined)	$3.6M	1811.9% ($3.6M/$197.1K)	QoQ +11.59% (+$0) YoY +3.05% (+$0)
(BIVcusip921937819)	42.5K	QoQ +2.65% (+1.1K) YoY NEW(+42.5K)	All Managers (Combined)	$3.3M	1652.6% ($3.3M/$197.1K)	QoQ +5.20% (+$0) YoY NEW(+$3)
(cusip97717X669)✕	39.7K	QoQ -0.73% (-295) YoY +3.54% (+1.4K)	All Managers (Combined)	$3.2M	1607.5% ($3.2M/$197.1K)	QoQ -2.07% (-$0) YoY +13.38% (+$0)
(DLNcusip97717W307)	37.3K	QoQ -2.31% (-883) YoY -1.86% (-709)	All Managers (Combined)	$3.0M	1502.9% ($3.0M/$197.1K)	QoQ -0.30% (-$0) YoY +13.31% (-$0)
VISA INC.(Vcusip92826C839)	8.2K	QoQ -2.07% (-174) YoY +1.20% (+98)	All Managers (Combined)	$2.9M	1461.8% ($2.9M/$197.1K)	QoQ +8.59% (-$0) YoY +30.71% (+$1)
NVIDIA CORP(NVDAcusip67066G104)	24.1K	QoQ +1.78% (-423) YoY +1060.18% (+22.0K)	All Managers (Combined)	$2.6M	1325.3% ($2.6M/$197.1K)	QoQ -17.83% (-$1) YoY +43.83% (+$1)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.0K	QoQ +0.55% (+55) YoY +2.49% (+244)	All Managers (Combined)	$2.5M	1247.2% ($2.5M/$197.1K)	QoQ +2.88% (+$0) YoY +39.02% (+$1)
Alphabet Inc.(GOOGLcusip02079K305)	15.3K	QoQ +0.50% (-77) YoY +2.58% (+386)	All Managers (Combined)	$2.4M	1200.5% ($2.4M/$197.1K)	QoQ -17.90% (-$1) YoY +2.73% (+$0)
CHEVRON CORP(CVXcusip166764100)	13.6K	QoQ +1.04% (+140) YoY NEW(+13.6K)	All Managers (Combined)	$2.3M	1150.8% ($2.3M/$197.1K)	QoQ +16.72% (+$0) YoY NEW(+$2)
PROCTER & GAMBLE Co(PGcusip742718109)	12.7K	QoQ +1.19% (+151) YoY NEW(+12.7K)	All Managers (Combined)	$2.2M	1102.1% ($2.2M/$197.1K)	QoQ +2.84% (+$0) YoY NEW(+$2)