| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 23 | Q2 2024 | 10.5% |
| EXXON MOBIL CORP | 23 | Q2 2024 | 4.5% |
| VISA INC | 23 | Q2 2024 | 2.8% |
| ALPHABET INC | 23 | Q2 2024 | 3.0% |
| NEXTERA ENERGY INC | 23 | Q2 2024 | 2.4% |
| VERIZON COMMUNICATIONS INC | 23 | Q2 2024 | 2.2% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 2.3% |
| DUKE ENERGY CORP NEW | 23 | Q2 2024 | 1.9% |
| ALPHABET INC | 23 | Q2 2024 | 2.0% |
| COMCAST CORP NEW | 23 | Q2 2024 | 1.6% |
View Meridian Financial Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-02 |
View Meridian Financial Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.