Meridian Financial Partners LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$167M
Signature - Title
Ashleigh Swayze - Counsel
Location
39 S. 4 Th Street, Warrenton, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 82 $167M +$94M -$6.43M +$87.6M VOO, DGRO, JPST, MSFT, IVV 13F-HR 7/19/2024, 10:50 AM
Q1 2024 42 $77.8M +$1.7M -$23.2M -$21.5M DGRO, JPST, SPTS, XOM, DGRW 13F-HR 4/17/2024, 03:05 PM
Q4 2023 52 $97.5M +$2.84M -$11.4M -$8.59M DGRO, JPST, SPTS, AAPL, JEPI 13F-HR 1/19/2024, 02:50 PM
Q3 2023 50 $97.7M +$6.49M -$662K +$5.83M DGRO, JPST, JEPI, SPTS, AAPL 13F-HR 10/20/2023, 11:42 AM
Q2 2023 85 $166M +$92.8M -$9.32M +$83.5M VOO, DGRO, JPST, JEPI, AAPL 13F-HR 7/24/2023, 03:25 PM
Q1 2023 47 $88.1M +$3.09M -$3.38M -$296K DGRO, JPST, SPLV, QUAL, SPTS 13F-HR 4/19/2023, 12:37 PM
Q4 2022 50 $89M +$15.6M -$384K +$15.2M DGRO, JPST, SPLV, QUAL, SPTS 13F-HR 1/20/2023, 01:15 PM
Q3 2022 44 $70.6M +$4.14M -$2.51M +$1.63M JPST, DGRO, QUAL, TLS, JEPQ 13F-HR 10/24/2022, 09:23 AM
Q2 2022 83 $144M +$89.8M -$4.68M +$85.1M VOO, JPST, DGRO, IWV, QUAL 13F-HR 7/29/2022, 12:06 PM
Q1 2022 44 $67M +$4.52M -$3.4M +$1.11M JPST, DLN, DGRO, TLS, IXUS 13F-HR 5/2/2022, 02:37 PM
Q4 2021 82 $147M +$19.1M -$17M +$2.05M VOO, JPST, DLN, IWV, IWR 13F-HR 1/27/2022, 11:15 AM
Q3 2021 79 $148M +$4.93M -$1.9M +$3.03M VOO, TOTL, JPST, IWV, DLN 13F-HR 10/25/2021, 08:53 AM
Q2 2021 76 $146M +$13.9M -$4M +$9.85M TOTL, VOO, JPST, IWV, DLN 13F-HR 7/21/2021, 03:23 PM
Q1 2021 70 $133M +$10.3M -$12.5M -$2.17M TOTL, VOO, JPST, IWV, DLN 13F-HR 4/21/2021, 12:04 PM
Q4 2020 63 $128M +$4.28M -$1.97M +$2.31M TOTL, VOO, JPST, IWV, IWR 13F-HR 1/21/2021, 12:57 PM
Q3 2020 62 $118M +$11.5M -$3.65M +$7.82M TOTL, VOO, JPST, IWV, DLN 13F-HR 11/2/2020, 03:56 PM
Q2 2020 59 $110M +$12.3M -$687K +$11.6M TOTL, VOO, JPST, IWV, DLN 13F-HR 7/20/2020, 08:48 PM
Q1 2020 46 $89.9M +$12.9M -$6.31M +$6.55M TOTL, VOO, JPST, DLN, IWV 13F-HR 4/21/2020, 08:47 AM
Q4 2019 50 $99.8M +$3.35M -$511K +$2.84M TOTL, VOO, DLS, DLN, IWR 13F-HR 1/10/2020, 04:58 PM
Q3 2019 49 $89.1M +$3.62M -$544K +$3.07M TOTL, VOO, DLS, DLN, IWR 13F-HR 10/7/2019, 08:33 AM
Q2 2019 50 $89.4M +$709K -$1.06M -$352K TOTL, VOO, DLS, DLN, IWR 13F-HR 7/19/2019, 04:29 PM
Q1 2019 51 $88.3M +$9.08M -$1.41M +$7.67M TOTL, VOO, DLS, DLN, IWR 13F-HR 5/1/2019, 04:48 PM
Q4 2018 50 $74.3M TOTL, VOO, DLS, DLN, IWR 13F-HR 1/16/2019, 03:48 PM