Notify me when Meridian Financial Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 118 | $252,809,301 | +$11,068,705 | -$5,587,876 | +$5,480,829 | VOO, DGRO, JMEE, IVLU, IWY | 13F-HR | 04 Feb 2026, 18:30 |
| Q3 2025 | 113 | $240,699,552 | +$12,979,409 | -$4,084,096 | +$8,895,313 | VOO, DGRO, JMEE, IWY, AAPL | 13F-HR | 20 Oct 2025, 12:40 |
| Q2 2025 | 105 | $212,778,000 | +$7,812,047 | -$7,061,625 | +$750,422 | VOO, DGRO, JMEE, IWY, AAPL | 13F-HR | 07 Aug 2025, 11:43 |
| Q1 2025 | 104 | $197,082,000 | +$22,177,296 | -$7,516,104 | +$14,661,192 | VOO, DGRO, JMEE, JPST, AAPL | 13F-HR | 14 Apr 2025, 11:32 |
| Q4 2024 | 100 | $189,417,000 | +$7,757,147 | -$16,657,606 | -$8,900,459 | VOO, DGRO, JPST, AAPL, IWY | 13F-HR | 14 Jan 2025, 09:16 |
| Q3 2024 | 100 | $197,780,000 | +$28,418,403 | -$4,051,593 | +$24,366,810 | VOO, DGRO, JPST, AAPL, IVV | 13F-HR | 17 Oct 2024, 13:51 |
| Q2 2024 | 82 | $167,416,000 | +$94,035,375 | -$6,431,552 | +$87,603,823 | VOO, DGRO, JPST, MSFT, IVV | 13F-HR | 19 Jul 2024, 10:50 |
| Q1 2024 | 42 | $77,804,000 | +$1,701,006 | -$23,248,085 | -$21,547,079 | DGRO, JPST, SPTS, XOM, DGRW | 13F-HR | 17 Apr 2024, 15:05 |
| Q4 2023 | 52 | $97,517,000 | +$2,836,695 | -$11,423,996 | -$8,587,301 | DGRO, JPST, SPTS, AAPL, JEPI | 13F-HR | 19 Jan 2024, 14:50 |
| Q3 2023 | 50 | $97,687,000 | +$6,492,758 | -$71,568,487 | -$65,075,729 | DGRO, JPST, JEPI, SPTS, AAPL | 13F-HR | 20 Oct 2023, 11:42 |
| Q2 2023 | 86 | $166,207,000 | +$92,783,240 | -$17,540,804 | +$75,242,436 | VOO, DGRO, JPST, JEPI, AAPL | 13F-HR | 24 Jul 2023, 15:25 |
| Q1 2023 | 47 | $88,099,000 | +$3,085,448 | -$6,285,278 | -$3,199,830 | DGRO, JPST, SPLV, QUAL, SPTS | 13F-HR | 19 Apr 2023, 12:37 |
| Q4 2022 | 50 | $88,979,000 | +$15,556,016 | -$1,213,179 | +$14,342,837 | DGRO, JPST, SPLV, QUAL, SPTS | 13F-HR | 20 Jan 2023, 14:15 |
| Q3 2022 | 44 | $70,559,000 | +$4,099,229 | -$74,117,200 | -$70,017,971 | JPST, DGRO, QUAL, TLS, JEPQ | 13F-HR | 24 Oct 2022, 09:23 |
| Q2 2022 | 88 | $144,040,000 | +$89,792,346 | -$5,325,631 | +$84,466,715 | VOO, JPST, DGRO, IWV, QUAL | 13F-HR | 29 Jul 2022, 12:06 |
| Q1 2022 | 44 | $67,032,000 | +$4,516,368 | -$83,849,616 | -$79,333,248 | JPST, DLN, DGRO, TLS, IXUS | 13F-HR | 02 May 2022, 14:37 |
| Q4 2021 | 83 | $147,774,000 | +$19,058,574 | -$18,723,898 | +$334,676 | VOO, JPST, DLN, IWV, IWR | 13F-HR | 27 Jan 2022, 12:15 |
| Q3 2021 | 80 | $148,301,000 | +$4,925,460 | -$1,900,406 | +$3,025,054 | VOO, TOTL, JPST, IWV, DLN | 13F-HR | 25 Oct 2021, 08:53 |
| Q2 2021 | 76 | $146,392,000 | +$13,853,807 | -$4,004,005 | +$9,849,802 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 21 Jul 2021, 15:23 |
| Q1 2021 | 70 | $132,922,000 | +$10,305,974 | -$12,476,926 | -$2,170,952 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 21 Apr 2021, 12:04 |
| Q4 2020 | 64 | $128,344,000 | +$4,265,894 | -$3,408,490 | +$857,404 | TOTL, VOO, JPST, IWV, IWR | 13F-HR | 21 Jan 2021, 13:57 |
| Q3 2020 | 63 | $118,149,000 | +$11,475,543 | -$5,593,901 | +$5,881,642 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 02 Nov 2020, 16:56 |
| Q2 2020 | 60 | $110,402,000 | +$11,898,527 | -$1,678,714 | +$10,219,813 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 20 Jul 2020, 20:48 |
| Q1 2020 | 50 | $89,875,000 | +$12,868,006 | -$7,663,844 | +$5,204,162 | TOTL, VOO, JPST, DLN, IWV | 13F-HR | 21 Apr 2020, 08:47 |
| Q4 2019 | 50 | $99,831,000 | +$3,347,915 | -$742,896 | +$2,605,019 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 10 Jan 2020, 17:58 |
| Q3 2019 | 49 | $89,112,000 | +$3,617,999 | -$1,542,403 | +$2,075,596 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 07 Oct 2019, 08:33 |
| Q2 2019 | 50 | $89,444,000 | +$709,261 | -$1,292,064 | -$582,803 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 19 Jul 2019, 16:29 |
| Q1 2019 | 51 | $88,322,000 | +$9,075,595 | -$3,974,552 | +$5,101,043 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 01 May 2019, 16:48 |
| Q4 2018 | 50 | $74,286,000 | $0 | $0 | $0 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 16 Jan 2019, 16:48 |