Meridian Financial, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$138M
Signature - Title
Georgia Bruggeman - Managing Member
Location
13 Water Street, Holliston, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 120 $138M +$6.84M -$1.86M +$4.98M JPST, SCHD, IVV, IJR, IJH 13F-HR 8/13/2024, 04:12 PM
Q1 2024 121 $134M +$12.2M -$7.16M +$5M SCHD, JPST, IVV, IJR, IJH 13F-HR 8/13/2024, 04:12 PM
Q4 2023 114 $127M +$9.92M -$259K +$9.66M JPST, SCHD, IVV, IJR, IJH 13F-HR 8/13/2024, 04:11 PM
Q3 2023 94 $107M +$3.23M -$2.31M +$925K JPST, SCHD, IVV, IJR, IJH 13F-HR 8/13/2024, 04:11 PM
Q2 2023 100 $110M +$3.7M -$580K +$3.12M JPST, SCHD, IVV, IJR, IJH 13F-HR 8/13/2024, 04:11 PM
Q1 2023 96 $103M +$6.05M -$1.51M +$4.54M JPST, SCHD, IJR, IVV, IJH 13F-HR 8/13/2024, 04:11 PM
Q4 2022 89 $95M +$3.26M -$942K +$2.32M JPST, SCHD, IJR, IVV, IJH 13F-HR 8/13/2024, 04:11 PM
Q3 2022 84 $86M +$4.11M -$1.67M +$2.44M JPST, SCHD, IJR, IVV, IJH 13F-HR 8/13/2024, 04:10 PM
Q2 2022 88 $88.3M +$9.09M -$4.29M +$4.79M JPST, SCHD, IJR, IVV, IJH 13F-HR 8/13/2024, 04:10 PM
Q1 2022 90 $94.9M +$3.79M -$9.71M -$5.92M JPST, IJR, SCHD, IVV, IJH 13F-HR 8/13/2024, 04:10 PM
Q4 2021 99 $105M $0 $0 IJR, IVV, IJH, JPST, SCHD 13F-HR 8/13/2024, 04:10 PM