Statistik Asas
Nilai Portfolio $ 212,778
Kedudukan Semasa 105
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Meridian Financial Partners LLC telah mendedahkan 105 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 212,778 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Meridian Financial Partners LLC ialah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , iShares Trust - iShares Core Dividend Growth ETF (US:DGRO) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF (US:JMEE) , iShares Trust - iShares Russell Top 200 Growth ETF (US:IWY) , and Apple Inc. (US:AAPL) . Kedudukan baharu Meridian Financial Partners LLC termasuk iShares Trust - iShares MSCI Intl Value Factor ETF (US:IVLU) , Grayscale Bitcoin Trust (BTC) (US:GBTC) , Emerson Electric Co. (US:EMR) , AB Active ETFs, Inc. - AB Conservative Buffer ETF (US:BUFC) , and Tortoise Capital Series Trust - Energy Fund (US:TNGY) .

Meridian Financial Partners LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.06 0.00 0.9461 0.9461
0.01 0.01 3.3171 0.6202
0.04 0.01 4.2406 0.5370
0.29 0.02 7.9327 0.4911
0.02 0.00 1.7624 0.4371
0.01 0.00 0.9799 0.3375
0.01 0.00 1.3187 0.3141
0.03 0.00 0.6655 0.2849
0.01 0.00 0.8069 0.2493
0.01 0.00 0.8051 0.1799
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.05 0.03 12.5079 -1.2047
0.14 0.01 3.2522 -0.8780
0.03 0.01 3.3631 -0.5642
0.00 0.00 0.4333 -0.3344
0.03 0.00 1.5537 -0.2582
0.01 0.00 0.9273 -0.2235
0.15 0.01 2.5914 -0.1648
0.01 0.00 0.9578 -0.1443
0.00 0.00 0.1847 -0.1426
0.01 0.00 1.3375 -0.1243
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-07 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.05 -10.90 0.03 -3.70 12.5079 -1.2047
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.37 3.75 0.02 4.55 11.1130 -0.0610
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF 0.29 8.81 0.02 14.29 7.9327 0.4911
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.04 5.78 0.01 28.57 4.2406 0.5370
AAPL / Apple Inc. 0.03 0.09 0.01 0.00 3.3631 -0.5642
MSFT / Microsoft Corporation 0.01 0.23 0.01 40.00 3.3171 0.6202
IVV / iShares Trust - iShares Core S&P 500 ETF 0.01 -1.39 0.01 0.00 3.2583 0.0302
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.14 -15.07 0.01 -25.00 3.2522 -0.8780
VABK / Virginia National Bankshares Corporation 0.15 -1.03 0.01 0.00 2.5914 -0.1648
AMZN / Amazon.com, Inc. 0.02 0.74 0.00 33.33 1.9866 0.1401
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.02 -1.50 0.00 50.00 1.7624 0.4371
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.04 5.19 0.00 0.00 1.6261 -0.0265
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.04 -0.50 0.00 0.00 1.5537 -0.0537
XOM / Exxon Mobil Corporation 0.03 2.14 0.00 0.00 1.5537 -0.2582
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.04 0.00 0.00 50.00 1.4405 -0.0625
V / Visa Inc. 0.01 -2.49 0.00 0.00 1.3375 -0.1243
JPM / JPMorgan Chase & Co. 0.01 -3.39 0.00 0.00 1.3187 0.0715
CRWD / CrowdStrike Holdings, Inc. 0.01 -1.87 0.00 100.00 1.3187 0.3141
GOOGL / Alphabet Inc. 0.02 1.35 0.00 0.00 1.2844 0.0839
IWV / iShares Trust - iShares Russell 3000 ETF 0.01 -2.71 0.00 0.00 1.0471 -0.0047
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.02 0.00 0.00 100.00 1.0151 0.0014
AVGO / Broadcom Inc. 0.01 0.07 0.00 100.00 0.9799 0.3375
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 0.35 0.00 0.00 0.9578 -0.1443
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF 0.06 0.00 0.9461 0.9461
CVX / Chevron Corporation 0.01 1.65 0.00 -50.00 0.9273 -0.2235
ORCL / Oracle Corporation 0.01 -0.13 0.00 0.00 0.8069 0.2493
AMD / Advanced Micro Devices, Inc. 0.01 0.67 0.00 0.00 0.8051 0.1799
GOOG / Alphabet Inc. 0.01 -2.27 0.00 0.00 0.7881 0.0215
NEE / NextEra Energy, Inc. 0.02 1.01 0.00 0.00 0.7872 -0.0718
JNJ / Johnson & Johnson 0.01 1.24 0.00 0.00 0.7722 -0.1219
DUK / Duke Energy Corporation 0.01 0.57 0.00 0.00 0.7576 -0.0832
COF / Capital One Financial Corporation 0.01 1.03 0.00 0.00 0.6942 0.0690
1LHX / L3Harris Technologies, Inc. 0.01 0.48 0.00 0.00 0.6890 0.0715
LH / Labcorp Holdings Inc. 0.01 0.85 0.00 0.00 0.6702 0.0339
GNRC / Generac Holdings Inc. 0.01 2.65 0.00 0.00 0.6702 0.0466
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.03 73.29 0.00 0.6655 0.2849
VZ / Verizon Communications Inc. 0.03 1.48 0.00 0.00 0.6298 -0.0725
KO / The Coca-Cola Company 0.02 0.39 0.00 0.00 0.6232 -0.0552
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 3.06 0.00 0.6133 0.1424
CRM / Salesforce, Inc. 0.00 4.25 0.00 0.00 0.6002 -0.0113
0J66 / Host Hotels & Resorts, Inc. 0.08 1.17 0.00 0.00 0.5738 0.0076
ROP / Roper Technologies, Inc. 0.00 0.72 0.00 0.00 0.5555 -0.0640
USB / U.S. Bancorp 0.03 2.02 0.00 0.00 0.5541 0.0071
MRK / Merck & Co., Inc. 0.01 3.25 0.00 0.00 0.5320 -0.0992
CMCSA / Comcast Corporation 0.03 3.94 0.00 0.00 0.5250 -0.0388
UNP / Union Pacific Corporation 0.00 1.46 0.00 0.00 0.5193 -0.0480
JMSB / John Marshall Bancorp, Inc. 0.06 0.00 0.00 0.5019 0.0189
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 2.08 0.00 0.4761 0.0052
0K76 / Rithm Capital Corp. 0.09 4.25 0.00 0.4761 -0.0237
TSLA / Tesla, Inc. 0.00 1.05 0.00 0.4747 0.0606
PWR / Quanta Services, Inc. 0.00 -0.20 0.00 0.4441 0.1209
UNH / UnitedHealth Group Incorporated 0.00 2.32 0.00 -100.00 0.4333 -0.3344
QQQ / Invesco QQQ Trust, Series 1 0.00 2.73 0.00 0.4291 0.0460
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 0.05 -0.33 0.00 0.4117 -0.0292
LLY / Eli Lilly and Company 0.00 2.48 0.00 0.3929 -0.0460
D / Dominion Energy, Inc. 0.01 0.00 0.00 0.3755 -0.0264
PFE / Pfizer Inc. 0.03 6.28 0.00 0.3694 -0.0233
NOW / ServiceNow, Inc. 0.00 -33.98 0.00 0.3623 -0.0963
TMUS / T-Mobile US, Inc. 0.00 2.09 0.00 0.3506 -0.0639
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 22.74 0.00 0.3191 0.0522
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -13.01 0.00 0.3083 -0.0377
HD / The Home Depot, Inc. 0.00 2.09 0.00 0.2862 -0.0162
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF 0.01 15.23 0.00 0.2792 0.0437
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 17.22 0.00 0.2763 0.0470
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF 0.03 8.03 0.00 0.2749 0.0060
WMT / Walmart Inc. 0.01 0.00 0.00 0.2519 0.0078
BRK.B / Berkshire Hathaway Inc. 0.00 63.62 0.00 0.2373 0.0658
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 6.57 0.00 0.2340 0.0042
IBM / International Business Machines Corporation 0.00 -9.73 0.00 0.2312 -0.0022
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 17.68 0.00 0.2199 0.0170
CAT / Caterpillar Inc. 0.00 0.00 0.00 0.2181 0.0182
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund 0.01 0.00 0.00 0.2152 0.0006
KVUE / Kenvue Inc. 0.02 -4.76 0.00 0.2068 -0.0616
COST / Costco Wholesale Corporation 0.00 0.00 0.00 0.1950 -0.0059
BKNGCL / Booking Holdings Inc. 0.00 4.48 0.00 0.1903 0.0336
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 -1.53 0.00 0.1875 -0.0058
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -37.17 0.00 0.1847 -0.1426
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 19.78 0.00 0.1809 0.0429
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -4.49 0.00 0.1786 -0.0061
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -7.25 0.00 0.1781 -0.0162
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 14.46 0.00 0.1748 0.0272
OKE / ONEOK, Inc. 0.00 0.00 0.00 0.1734 -0.0539
FYLD / Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 0.01 0.00 0.00 0.1734 0.0009
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 0.02 0.00 0.00 0.1730 -0.0112
CSCO / Cisco Systems, Inc. 0.01 0.00 0.00 0.1692 0.0068
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0.02 0.00 0.00 0.1664 -0.0112
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.01 0.00 0.00 0.1556 0.0089
ETN / Eaton Corporation plc 0.00 0.12 0.00 0.1443 0.0255
ABBV / AbbVie Inc. 0.00 0.06 0.00 0.1363 -0.0296
TFC / Truist Financial Corporation 0.01 -1.12 0.00 0.1335 -0.0061
T / AT&T Inc. 0.01 0.39 0.00 0.1297 -0.0068
2IS / Trane Technologies plc 0.00 0.00 0.00 0.1250 0.0210
PM / Philip Morris International Inc. 0.00 -12.83 0.00 0.1217 -0.0097
ALB / Albemarle Corporation 0.00 -31.72 0.00 0.1213 -0.0990
LOW / Lowe's Companies, Inc. 0.00 0.00 0.00 0.1100 -0.0148
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 0.00 0.1090 0.1090
MDLZ / Mondelez International, Inc. 0.00 0.00 0.00 0.1081 -0.0096
WM / Waste Management, Inc. 0.00 0.00 0.00 0.1076 -0.0101
LOM / Lockheed Martin Corporation 0.00 0.00 0.00 0.1043 -0.0043
0HQP / CBRE Group, Inc. 0.00 -6.24 0.00 0.1020 -0.0076
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF 0.01 0.00 0.00 0.1010 -0.0101
EMR / Emerson Electric Co. 0.00 0.00 0.0992 0.0992
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.00 0.00 0.0973 -0.0042
BUFC / AB Active ETFs, Inc. - AB Conservative Buffer ETF 0.01 0.00 0.0945 0.0945
TNGY / Tortoise Capital Series Trust - Energy Fund 0.01 0.00 0.0536 0.0536
CACI / CACI International Inc 0.00 -100.00 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 -100.00 0.00 0.0000
LDOS / Leidos Holdings, Inc. 0.00 -100.00 0.00 0.0000
BMY / Bristol-Myers Squibb Company 0.00 -100.00 0.00 0.0000