$97.7 Thousand is the total value of Meridian Financial Partners LLC's 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMD | New | ADVANCED MICRO DEVICES INC | $998 | – | 9,746 | +100.0% | 1.02% | – |
PWR | New | QUANTA SVCS INC | $787 | – | 4,665 | +100.0% | 0.81% | – |
New | KENVUE INC | $697 | – | 35,122 | +100.0% | 0.71% | – | |
FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $693 | – | 44,638 | +100.0% | 0.71% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $643 | – | 1,787 | +100.0% | 0.66% | – |
COP | New | CONOCOPHILLIPS | $218 | – | 1,728 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TR | 20 | Q3 2023 | 10.5% |
EXXON MOBIL CORP | 20 | Q3 2023 | 4.1% |
VISA INC | 20 | Q3 2023 | 2.5% |
ALPHABET INC | 20 | Q3 2023 | 2.7% |
VERIZON COMMUNICATIONS INC | 20 | Q3 2023 | 2.2% |
NEXTERA ENERGY INC | 20 | Q3 2023 | 2.4% |
COMCAST CORP NEW | 20 | Q3 2023 | 1.6% |
DUKE ENERGY CORP NEW | 20 | Q3 2023 | 1.9% |
MERCK & CO. INC | 20 | Q3 2023 | 2.4% |
JPMORGAN CHASE & CO | 20 | Q3 2023 | 1.6% |
View Meridian Financial Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-01-27 |
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.