HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (DGRO) |
297,323 | +8,993 | $16,421 |
| DGRO | 297,323 | +8,993 | $16,421 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
272,027 | +4,721 | $13,688 |
| JPST | 272,027 | +4,721 | $13,688 |
| SPDR SER TR (SPTS) |
202,095 | -43,781 | $5,800 |
| SPTS | 202,095 | -43,781 | $5,800 |
| EXXON MOBIL CORP |
29,198 | -23 | $3,465 |
| XOM | 29,198 | -23 | $3,465 |
| WISDOMTREE TR |
38,314 | -540 | $2,794 |
| DGRW | 38,314 | -540 | $2,794 |
| WISDOMTREE TR |
38,023 | -2,154 | $2,614 |
| DLN | 38,023 | -2,154 | $2,614 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
43,741 | -22,055 | $2,305 |
| JEPQ | 43,741 | -22,055 | $2,305 |
| ALPHABET INC |
14,917 | +35 | $2,303 |
| GOOGL | 14,917 | +35 | $2,303 |
| VISA INC |
8,122 | +21 | $2,204 |
| V | 8,122 | +21 | $2,204 |
| JPMORGAN CHASE & CO |
9,776 | -6 | $1,958 |
| JPM | 9,776 | -6 | $1,958 |
| NVIDIA CORPORATION |
2,077 | +38 | $1,816 |
| NVDA | 2,077 | +38 | $1,816 |
| CROWDSTRIKE HLDGS INC |
5,358 | -4,032 | $1,603 |
| CRWD | 5,358 | -4,032 | $1,603 |
| ALPHABET INC |
9,393 | +6 | $1,465 |
| GOOG | 9,393 | +6 | $1,465 |
| NEXTERA ENERGY INC |
23,035 | +577 | $1,421 |
| NEE | 23,035 | +577 | $1,421 |
| HOST HOTELS & RESORTS INC |
72,836 | +69 | $1,390 |
| HST | 72,836 | +69 | $1,390 |
| VERIZON COMMUNICATIONS INC |
32,526 | +1,166 | $1,294 |
| VZ | 32,526 | +1,166 | $1,294 |
| COMCAST CORP NEW |
29,560 | +401 | $1,281 |
| CMCSA | 29,560 | +401 | $1,281 |
| UNITEDHEALTH GROUP INC |
2,721 | +57 | $1,276 |
| UNH | 2,721 | +57 | $1,276 |
| DUKE ENERGY CORP NEW |
13,293 | +142 | $1,235 |
| DUK | 13,293 | +142 | $1,235 |
| JOHN MARSHALL BANCORP INC |
64,930 | UNCH | $1,164 |
| JMSB | 64,930 | UNCH | $1,164 |
| SALESFORCE INC |
3,985 | -50 | $1,105 |
| CRM | 3,985 | -50 | $1,105 |
| LABORATORY CORP AMER HLDGS |
5,049 | +56 | $1,020 |
| LH | 5,049 | +56 | $1,020 |
| SERVICENOW INC |
1,260 | -310 | $938 |
| NOW | 1,260 | -310 | $938 |
| ISHARES TR (QUAL) |
5,826 | -210 | $922 |
| QUAL | 5,826 | -210 | $922 |
| KENVUE INC |
34,930 | UNCH | $750 |
| KVUE | 34,930 | UNCH | $750 |
| CAPITAL ONE FINL CORP |
5,200 | +210 | $709 |
| COF | 5,200 | +210 | $709 |
| MERCK & CO INC |
5,604 | UNCH | $701 |
| MRK | 5,604 | UNCH | $701 |
| DOMINION ENERGY INC |
13,920 | +71 | $652 |
| D | 13,920 | +71 | $652 |
| TESLA INC |
3,323 | +79 | $584 |
| TSLA | 3,323 | +79 | $584 |
| WISDOMTREE TR |
8,200 | +159 | $406 |
| DOL | 8,200 | +159 | $406 |
| VANGUARD WORLD FD (VPU) |
2,715 | +110 | $369 |
| VPU | 2,715 | +110 | $369 |
| ASPEN TECHNOLOGY INC |
1,764 | UNCH | $354 |
| AZPN | 1,764 | UNCH | $354 |
| ABBVIE INC |
1,759 | +40 | $320 |
| ABBV | 1,759 | +40 | $320 |
| WISDOMTREE TR |
6,097 | +214 | $302 |
| DGS | 6,097 | +214 | $302 |
| COSTCO WHSL CORP NEW |
400 | -5 | $286 |
| COST | 400 | -5 | $286 |
| EATON CORP PLC |
800 | +800 | $252 |
| ETN | 800 | +800 | $252 |
| TRUIST FINL CORP |
6,972 | -671 | $248 |
| TFC | 6,972 | -671 | $248 |
| INVESCO EXCH TRD SLF IDX FD |
11,675 | UNCH | $239 |
| BSCP | 11,675 | UNCH | $239 |
| CISCO SYS INC |
4,989 | -52 | $239 |
| CSCO | 4,989 | -52 | $239 |
| CONOCOPHILLIPS |
1,775 | +1,775 | $230 |
| COP | 1,775 | +1,775 | $230 |
| WASTE MGMT INC DEL |
1,000 | +1,000 | $205 |
| WM | 1,000 | +1,000 | $205 |
| SIRIUS XM HOLDINGS INC |
24,347 | +0 | $94 |
| SIRI | 24,347 | UNCH | $94 |
 APPLE INC |
$0 (exited) | ||
| AAPL | 0 | -34,314 | $0 |
| ADVANCED MICRO DEVICES INC |
$0 (exited) | ||
| AMD | 0 | -10,778 | $0 |
| AMAZON COM INC |
$0 (exited) | ||
| AMZN | 0 | -18,405 | $0 |
| BERKSHIRE HATHAWAY INC DEL |
$0 (exited) | ||
| BRK.B | 0 | -579 | $0 |
| WISDOMTREE TR |
$0 (exited) | ||
| DLS | 0 | -5,417 | $0 |
| FIRST TR EXCH TRADED FD III |
$0 (exited) | ||
| FPE | 0 | -36,469 | $0 |
| J P MORGAN EXCHANGE TRADED F |
$0 (exited) | ||
| JEPI | 0 | -75,046 | $0 |
| QUANTA SVCS INC |
$0 (exited) | ||
| PWR | 0 | -5,054 | $0 |
| INVESCO QQQ TR |
$0 (exited) | ||
| QQQ | 0 | -1,762 | $0 |
| CONSTELLATION BRANDS INC |
$0 (exited) | ||
| STZ | 0 | -1,301 | $0 |
| AT&T INC |
$0 (exited) | ||
| T | 0 | -10,388 | $0 |
| VANGUARD SCOTTSDALE FDS |
$0 (exited) | ||
| VGIT | 0 | -3,866 | $0 |
| WESTROCK CO |
0 | -7,256 | $0 (exited) |
| WRK | 0 | -7,256 | $0 |
See Summary: Meridian Financial Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Meridian Financial Partners LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| ETN | +800 | +$252 |
| COP | +1,775 | +$230 |
| WM | +1,000 | +$205 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| AAPL | -34,314 | -$6,473 |
| JEPI | -75,046 | -$4,143 |
| AMZN | -18,405 | -$2,825 |
| AMD | -10,778 | -$1,753 |
| PWR | -5,054 | -$1,020 |
| QQQ | -1,762 | -$728 |
| FPE | -36,469 | -$615 |
| DLS | -5,417 | -$335 |
| STZ | -1,301 | -$330 |
| WRK | -7,256 | -$294 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| DGRO | +8,993 | +$964 |
| JPST | +4,721 | +$221 |
| VZ | +1,166 | +$73 |
| NEE | +577 | +$126 |
| CMCSA | +401 | +$41 |
| DGS | +214 | +$22 |
| COF | +210 | +$86 |
| DOL | +159 | +$18 |
| DUK | +142 | -$26 |
| VPU | +110 | +$26 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SPTS | -43,781 | -$1,348 |
| JEPQ | -22,055 | -$1,043 |
| CRWD | -4,032 | -$1,055 |
| DLN | -2,154 | -$44 |
| TFC | -671 | -$27 |
| DGRW | -540 | +$51 |
| NOW | -310 | -$233 |
| QUAL | -210 | +$25 |
| CSCO | -52 | -$17 |
|
Size ($ in 1000's)
At 03/31/2024: $78,422 At 12/31/2023: $97,657 Meridian Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Financial Partners LLC 13F filings. Link to 13F filings: SEC filings |
