Meridian Financial Partners LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$198M
Signature - Title
Ashleigh Swayze - Counsel
Location
Warrenton, VA
Summary
This page shows a list of all the recent 13F filings made by Meridian Financial Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meridian Financial Partners LLC reported 100 stock holdings with total value $198M as of Q3 2024. Top holdings included VOO, DGRO, JPST, AAPL, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 100 $198M +$28.4M -$4.05M +$24.4M VOO, DGRO, JPST, AAPL, IVV 13F-HR 10/17/2024, 01:51 PM
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 -$71.6M -$65.1M DGRO, JPST, JEPI, SPTS, AAPL 13F-HR 10/20/2023, 11:42 AM
Q2 2023 86 $166M +$92.8M -$17.5M +$75.2M VOO, DGRO, JPST, JEPI, AAPL 13F-HR 7/24/2023, 03:25 PM
Q1 2023 47 $88.1M +$3.09M -$6.29M -$3.2M DGRO, JPST, SPLV, QUAL, SPTS 13F-HR 4/19/2023, 12:37 PM
Q4 2022 50 $89M +$15.6M -$1.21M +$14.3M DGRO, JPST, SPLV, QUAL, SPTS 13F-HR 1/20/2023, 02:15 PM
Q3 2022 44 $70.6M +$4.1M -$74.1M -$70M JPST, DGRO, QUAL, TLS, JEPQ 13F-HR 10/24/2022, 09:23 AM
Q2 2022 88 $144M +$89.8M -$5.33M +$84.5M VOO, JPST, DGRO, IWV, QUAL 13F-HR 7/29/2022, 12:06 PM
Q1 2022 44 $67M +$4.52M -$83.8M -$79.3M JPST, DLN, DGRO, TLS, IXUS 13F-HR 5/2/2022, 02:37 PM
Q4 2021 83 $148M +$19.1M -$18.7M +$335K VOO, JPST, DLN, IWV, IWR 13F-HR 1/27/2022, 12:15 PM
Q3 2021 80 $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 64 $128M +$4.27M -$3.41M +$857K TOTL, VOO, JPST, IWV, IWR 13F-HR 1/21/2021, 01:57 PM
Q3 2020 63 $118M +$11.5M -$5.59M +$5.88M TOTL, VOO, JPST, IWV, DLN 13F-HR 11/2/2020, 04:56 PM
Q2 2020 60 $110M +$11.9M -$1.68M +$10.2M TOTL, VOO, JPST, IWV, DLN 13F-HR 7/20/2020, 08:48 PM
Q1 2020 50 $89.9M +$12.9M -$7.66M +$5.2M TOTL, VOO, JPST, DLN, IWV 13F-HR 4/21/2020, 08:47 AM
Q4 2019 50 $99.8M +$3.35M -$743K +$2.61M TOTL, VOO, DLS, DLN, IWR 13F-HR 1/10/2020, 05:58 PM
Q3 2019 49 $89.1M +$3.62M -$1.54M +$2.08M TOTL, VOO, DLS, DLN, IWR 13F-HR 10/7/2019, 08:33 AM
Q2 2019 50 $89.4M +$709K -$1.29M -$583K TOTL, VOO, DLS, DLN, IWR 13F-HR 7/19/2019, 04:29 PM
Q1 2019 51 $88.3M +$9.08M -$3.97M +$5.1M TOTL, VOO, DLS, DLN, IWR 13F-HR 5/1/2019, 04:48 PM
Q4 2018 50 $74.3M $0 $0 TOTL, VOO, DLS, DLN, IWR 13F-HR 1/16/2019, 04:48 PM