$129 Million is the total value of Meridian Financial Partners LLC's 64 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $849,000 | -12.5% | 11,866 | 0.0% | 0.66% | -19.8% | |
| AZPN | ASPEN TECHNOLOGY INC | $608,000 | +16.9% | 4,200 | 0.0% | 0.47% | +7.3% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $596,000 | +15.5% | 1,840 | 0.0% | 0.46% | +5.7% | |
| HD | HOME DEPOT INC | $416,000 | -0.7% | 1,518 | 0.0% | 0.32% | -9.1% | |
| TFC | TRUIST FINL CORP | $306,000 | +20.0% | 5,931 | 0.0% | 0.24% | +9.8% | |
| XAR | SPDR SER TRaerospace def | $302,000 | +34.8% | 2,500 | 0.0% | 0.23% | +23.3% | |
| PEP | PEPSICO INC | $292,000 | +2.5% | 2,066 | 0.0% | 0.23% | -5.8% | |
| SIRI | SIRIUS XM HOLDINGS INC | $145,000 | +2.8% | 24,347 | 0.0% | 0.11% | -5.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
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.