MERIDIAN FINANCIAL PARTNERS LLC Holdings

MERIDIAN FINANCIAL PARTNERS LLC is an investment fund managing more than 70.56M US dollars. The largest holdings include J P MORGAN EXCHANGE TRADED F, iShares Core Dividend Growth ETF and ISHARES TR. In Q3 2022 the fund bought assets of total value of -596K US dollars and sold assets of total value of 76.44M US dollars.

$70.55M

portfolio value

-84.52%

quarter

-667.50%

1 year

-1116.03%

3 years

MERIDIAN FINANCIAL PARTNERS LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	12450000	1018000
Q2 2019	1240000	448000
Q3 2019	1927000	2216000
Q4 2019	9686000	915000
Q1 2020	7609000	12361000
Q2 2020	17347000	411000
Q3 2020	11195000	2312000
Q4 2020	10152000	497000
Q1 2021	15325000	12021000
Q2 2021	16567000	3089000
Q3 2021	4486000	1992000
Q4 2021	17022000	17627000
Q1 2022	4255000	83415000
Q2 2022	87786000	7282000
Q3 2022	-596000	76443000

MERIDIAN FINANCIAL PARTNERS LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
J P MORGAN EXCHANGE TRADED F Portfolio share: 17.92% Portfolio value: 12.64M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.88% shares Q3 2022	share	17.92%	12.64M	N/A	N/A	N/A	Sold -3.88% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 15.70% Portfolio value: 11.08M Avg. open price: $52.08 Current price: $51.63 P/L: -0.86% Bought +17.27% shares Q3 2022	share	15.70%	11.08M	$52.08	$51.63	-0.86%	Bought +17.27% shares Q3 2022
ISHARES TR Portfolio share: 7.53% Portfolio value: 5.31M Avg. open price: N/A Current price: N/A P/L: N/A Bought +15.69% shares Q3 2022	share	7.53%	5.31M	N/A	N/A	N/A	Bought +15.69% shares Q3 2022
Information Technology Services Telos Corporation Portfolio share: 4.91% Portfolio value: 3.46M Avg. open price: N/A Current price: $4.2 P/L: N/A Sold -5.40% shares Q2 2022	share	4.91%	3.46M	N/A	$4.2	N/A	Sold -5.40% shares Q2 2022
JPMorgan Nasdaq Equity Premium Income ETF Portfolio share: 4.40% Portfolio value: 3.10M Avg. open price: $45.76 Current price: $43.86 P/L: -4.15% Bought +2.55% shares Q3 2022	share	4.40%	3.10M	$45.76	$43.86	-4.15%	Bought +2.55% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 4.11% Portfolio value: 2.89M Avg. open price: $50.49 Current price: $109.87 P/L: +117.62% Bought +4.70% shares Q3 2022	share	4.11%	2.89M	$50.49	$109.87	+117.62%	Bought +4.70% shares Q3 2022
WisdomTree U.S. LargeCap Dividend Fund Portfolio share: 3.99% Portfolio value: 2.81M Avg. open price: $116.68 Current price: $64.57 P/L: -44.66% Sold -12.13% shares Q3 2022	share	3.99%	2.81M	$116.68	$64.57	-44.66%	Sold -12.13% shares Q3 2022
WisdomTree U.S. Quality Dividend Growth Fund Portfolio share: 3.77% Portfolio value: 2.65M Avg. open price: $49.9 Current price: $62.84 P/L: +25.93% Bought +0.45% shares Q3 2022	share	3.77%	2.65M	$49.9	$62.84	+25.93%	Bought +0.45% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 3.34% Portfolio value: 2.35M Avg. open price: $59.26 Current price: $56.01 P/L: -5.50% Bought +4.42% shares Q3 2022	share	3.34%	2.35M	$59.26	$56.01	-5.50%	Bought +4.42% shares Q3 2022
Banks—Regional John Marshall Bancorp, Inc. Portfolio share: 2.62% Portfolio value: 1.84M Avg. open price: N/A Current price: $28.4 P/L: N/A N/A Q2 2022	share	2.62%	1.84M	N/A	$28.4	N/A	N/A Q2 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 2.37% Portfolio value: 1.67M Avg. open price: $75.18 Current price: $109.99 P/L: +46.30% Bought +2.48% shares Q3 2022	share	2.37%	1.67M	$75.18	$109.99	+46.30%	Bought +2.48% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 2.05% Portfolio value: 1.44M Avg. open price: $60.14 Current price: $85.27 P/L: +41.79% Sold -0.06% shares Q3 2022	share	2.05%	1.44M	$60.14	$85.27	+41.79%	Sold -0.06% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 2.00% Portfolio value: 1.41M Avg. open price: $184.71 Current price: $216.29 P/L: +17.10% Bought +1.82% shares Q3 2022	share	2.00%	1.41M	$184.71	$216.29	+17.10%	Bought +1.82% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.87% Portfolio value: 1.32M Avg. open price: $2,781.01 Current price: $100.24 P/L: -96.40% Sold -94.85% shares Q3 2022	share	1.87%	1.32M	$2,781.01	$100.24	-96.40%	Sold -94.85% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 1.76% Portfolio value: 1.24M Avg. open price: $324.03 Current price: $537.27 P/L: +65.81% Sold -1.26% shares Q3 2022	share	1.76%	1.24M	$324.03	$537.27	+65.81%	Sold -1.26% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 1.54% Portfolio value: 1.08M Avg. open price: $51.66 Current price: $37.54 P/L: -27.34% Bought +2.94% shares Q3 2022	share	1.54%	1.08M	$51.66	$37.54	-27.34%	Bought +2.94% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 1.44% Portfolio value: 1.01M Avg. open price: $81.18 Current price: $98.78 P/L: +21.69% Bought +1.82% shares Q3 2022	share	1.44%	1.01M	$81.18	$98.78	+21.69%	Bought +1.82% shares Q3 2022
Diagnostics & Research Laboratory Corporation of America Holdings Portfolio share: 1.37% Portfolio value: 967K Avg. open price: $199.56 Current price: $236.79 P/L: +18.66% Bought +3.62% shares Q3 2022	share	1.37%	967K	$199.56	$236.79	+18.66%	Bought +3.62% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 1.37% Portfolio value: 964K Avg. open price: $113.46 Current price: $133.26 P/L: +17.45% Bought +4.43% shares Q3 2022	share	1.37%	964K	$113.46	$133.26	+17.45%	Bought +4.43% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.32% Portfolio value: 932K Avg. open price: $2,791.5 Current price: $100.68 P/L: -96.39% Sold -94.99% shares Q3 2022	share	1.32%	932K	$2,791.5	$100.68	-96.39%	Sold -94.99% shares Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 1.24% Portfolio value: 872K Avg. open price: $71.61 Current price: $59.16 P/L: -17.39% Sold -3.62% shares Q3 2022	share	1.24%	872K	$71.61	$59.16	-17.39%	Sold -3.62% shares Q3 2022
Beverages—Wineries & Distilleries Constellation Brands, Inc. Portfolio share: 1.21% Portfolio value: 853K Avg. open price: $193.82 Current price: $255.99 P/L: +32.08% Sold -0.29% shares Q3 2022	share	1.21%	853K	$193.82	$255.99	+32.08%	Sold -0.29% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 1.15% Portfolio value: 809K Avg. open price: $153.23 Current price: $164.5 P/L: +7.36% Bought +7.38% shares Q3 2022	share	1.15%	809K	$153.23	$164.5	+7.36%	Bought +7.38% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 1.11% Portfolio value: 782K Avg. open price: $41.33 Current price: $35.64 P/L: -13.78% Bought +4.11% shares Q3 2022	share	1.11%	782K	$41.33	$35.64	-13.78%	Bought +4.11% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 1.08% Portfolio value: 763K Avg. open price: N/A Current price: $398.26 P/L: N/A N/A Q3 2022	share	1.08%	763K	N/A	$398.26	N/A	N/A Q3 2022
Packaging & Containers WestRock Company Portfolio share: 0.80% Portfolio value: 566K Avg. open price: $43.46 Current price: $37.06 P/L: -14.73% Bought +5.23% shares Q3 2022	share	0.80%	566K	$43.46	$37.06	-14.73%	Bought +5.23% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 0.78% Portfolio value: 550K Avg. open price: $227.05 Current price: $140.58 P/L: -38.08% Bought +15.40% shares Q3 2022	share	0.78%	550K	$227.05	$140.58	-38.08%	Bought +15.40% shares Q3 2022
Vanguard Utilities Index Fund Portfolio share: 0.64% Portfolio value: 455K Avg. open price: $134.01 Current price: $153.77 P/L: +14.75% Bought +2.35% shares Q3 2022	share	0.64%	455K	$134.01	$153.77	+14.75%	Bought +2.35% shares Q3 2022
Software—Application Aspen Technology, Inc. Portfolio share: 0.61% Portfolio value: 427K Avg. open price: N/A Current price: $233.31 P/L: N/A N/A Q2 2022	share	0.61%	427K	N/A	$233.31	N/A	N/A Q2 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.56% Portfolio value: 397K Avg. open price: $194.86 Current price: $167.45 P/L: -14.07% Bought +44.31% shares Q3 2022	share	0.56%	397K	$194.86	$167.45	-14.07%	Bought +44.31% shares Q3 2022
WisdomTree International LargeCap Dividend Fund Portfolio share: 0.54% Portfolio value: 384K Avg. open price: $47.78 Current price: $44.97 P/L: -5.88% Bought +3.11% shares Q3 2022	share	0.54%	384K	$47.78	$44.97	-5.88%	Bought +3.11% shares Q3 2022
Credit Services Capital One Financial Corporation Portfolio share: 0.53% Portfolio value: 375K Avg. open price: $117.53 Current price: $96 P/L: -18.32% Bought +29.23% shares Q3 2022	share	0.53%	375K	$117.53	$96	-18.32%	Bought +29.23% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 0.51% Portfolio value: 359K Avg. open price: $59.35 Current price: $59.6 P/L: +0.42% Sold -79.98% shares Q3 2022	share	0.51%	359K	$59.35	$59.6	+0.42%	Sold -79.98% shares Q3 2022
WisdomTree International SmallCap Dividend Fund Portfolio share: 0.47% Portfolio value: 334K Avg. open price: $60.09 Current price: $59.46 P/L: -1.05% Bought +3.48% shares Q3 2022	share	0.47%	334K	$60.09	$59.46	-1.05%	Bought +3.48% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.41% Portfolio value: 287K Avg. open price: $453.13 Current price: $334.81 P/L: -26.11% Bought +1.32% shares Q3 2022	share	0.41%	287K	$453.13	$334.81	-26.11%	Bought +1.32% shares Q3 2022
WisdomTree Emerging Markets SmallCap Dividend Fund Portfolio share: 0.40% Portfolio value: 283K Avg. open price: $52.25 Current price: $44.78 P/L: -14.30% Bought +3.65% shares Q3 2022	share	0.40%	283K	$52.25	$44.78	-14.30%	Bought +3.65% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 0.40% Portfolio value: 279K Avg. open price: $47.43 Current price: $43.64 P/L: -7.99% Bought +12.93% shares Q3 2022	share	0.40%	279K	$47.43	$43.64	-7.99%	Bought +12.93% shares Q3 2022
Invesco S&P 500 Top 50 ETF Portfolio share: 0.34% Portfolio value: 243K Avg. open price: $261.99 Current price: $294.32 P/L: +12.34% Sold -3.21% shares Q2 2022	share	0.34%	243K	$261.99	$294.32	+12.34%	Sold -3.21% shares Q2 2022
Invesco BulletShares 2025 Corporate Bond ETF Portfolio share: 0.34% Portfolio value: 242K Avg. open price: N/A Current price: $20.25 P/L: N/A N/A Q2 2022	share	0.34%	242K	N/A	$20.25	N/A	N/A Q2 2022
Asset Management BlackRock, Inc. Portfolio share: 0.34% Portfolio value: 237K Avg. open price: $881.91 Current price: $710.68 P/L: -19.42% Sold -24.78% shares Q3 2022	share	0.34%	237K	$881.91	$710.68	-19.42%	Sold -24.78% shares Q3 2022
SPDR S&P Aerospace & Defense ETF Portfolio share: 0.33% Portfolio value: 233K Avg. open price: N/A Current price: $111.49 P/L: N/A N/A Q2 2020	share	0.33%	233K	N/A	$111.49	N/A	N/A Q2 2020
Utilities—Regulated Electric Exelon Corporation Portfolio share: 0.32% Portfolio value: 229K Avg. open price: $38.86 Current price: $41.27 P/L: +6.21% Sold -17.23% shares Q3 2022	share	0.32%	229K	$38.86	$41.27	+6.21%	Sold -17.23% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.30% Portfolio value: 210K Avg. open price: $25.22 Current price: $18.91 P/L: -25.01% Bought +1.08% shares Q3 2022	share	0.30%	210K	$25.22	$18.91	-25.01%	Bought +1.08% shares Q3 2022
Entertainment Sirius XM Holdings Inc. Portfolio share: 0.21% Portfolio value: 147K Avg. open price: $6.3 Current price: $6.18 P/L: -2.03% Sold -3.63% shares Q2 2021	share	0.21%	147K	$6.3	$6.18	-2.03%	Sold -3.63% shares Q2 2021
Oil & Gas Midstream ONEOK, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $66.84 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$66.84	N/A	Sold -100.00% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $119.88 Current price: $73.73 P/L: -38.50% Sold -100.00% shares Q3 2022	share	0.00%	0	$119.88	$73.73	-38.50%	Sold -100.00% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $135.74 Current price: $183.31 P/L: +35.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$135.74	$183.31	+35.04%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $33.96 Current price: $50.65 P/L: +49.14% Sold -100.00% shares Q3 2022	share	0.00%	0	$33.96	$50.65	+49.14%	Sold -100.00% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $116.85 Current price: $149.31 P/L: +27.78% Sold -100.00% shares Q3 2022	share	0.00%	0	$116.85	$149.31	+27.78%	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Roper Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $445.57 Current price: $438.97 P/L: -1.48% Sold -100.00% shares Q3 2022	share	0.00%	0	$445.57	$438.97	-1.48%	Sold -100.00% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $75.78 Current price: $148.49 P/L: +95.96% Sold -100.00% shares Q3 2022	share	0.00%	0	$75.78	$148.49	+95.96%	Sold -100.00% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $185.01 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$185.01	N/A	Sold -100.00% shares Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $41.76 Current price: $44.59 P/L: +6.77% Sold -100.00% shares Q3 2022	share	0.00%	0	$41.76	$44.59	+6.77%	Sold -100.00% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $170.95 Current price: $210.92 P/L: +23.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$170.95	$210.92	+23.38%	Sold -100.00% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $133.83 Current price: $184.71 P/L: +38.02% Sold -100.00% shares Q3 2022	share	0.00%	0	$133.83	$184.71	+38.02%	Sold -100.00% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $2,162.38 Current price: $92.66 P/L: -95.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$2,162.38	$92.66	-95.71%	Sold -100.00% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $337.21 Current price: $370.38 P/L: +9.84% Sold -100.00% shares Q3 2022	share	0.00%	0	$337.21	$370.38	+9.84%	Sold -100.00% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $161.91 Current price: $201.75 P/L: +24.60% Sold -100.00% shares Q3 2022	share	0.00%	0	$161.91	$201.75	+24.60%	Sold -100.00% shares Q3 2022
Biotechnology Vertex Pharmaceuticals Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $202.12 Current price: $318.6 P/L: +57.63% Sold -100.00% shares Q3 2022	share	0.00%	0	$202.12	$318.6	+57.63%	Sold -100.00% shares Q3 2022
Software—Infrastructure VMware, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $124.29 Current price: $120.08 P/L: -3.39% Sold -100.00% shares Q3 2022	share	0.00%	0	$124.29	$120.08	-3.39%	Sold -100.00% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $151.63 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$151.63	N/A	Sold -100.00% shares Q3 2022
Banks—Regional Virginia National Bankshares Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $34.99 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$34.99	N/A	Sold -100.00% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $486.58 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$486.58	N/A	Sold -100.00% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $189.18 Current price: $268.84 P/L: +42.10% Sold -100.00% shares Q3 2022	share	0.00%	0	$189.18	$268.84	+42.10%	Sold -100.00% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $123.04 Current price: $98.06 P/L: -20.30% Sold -100.00% shares Q3 2022	share	0.00%	0	$123.04	$98.06	-20.30%	Sold -100.00% shares Q3 2022
First Trust Preferred Securities and Income ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $19.74 Current price: $17.07 P/L: -13.52% Sold -100.00% shares Q3 2022	share	0.00%	0	$19.74	$17.07	-13.52%	Sold -100.00% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $168.7 Current price: $321.02 P/L: +90.29% Sold -100.00% shares Q3 2022	share	0.00%	0	$168.7	$321.02	+90.29%	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $51.1 Current price: $29.38 P/L: -42.51% Sold -100.00% shares Q3 2022	share	0.00%	0	$51.1	$29.38	-42.51%	Sold -100.00% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $108.53 Current price: $148.56 P/L: +36.88% Sold -100.00% shares Q3 2022	share	0.00%	0	$108.53	$148.56	+36.88%	Sold -100.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $271.31 Current price: $289.55 P/L: +6.72% Sold -100.00% shares Q3 2022	share	0.00%	0	$271.31	$289.55	+6.72%	Sold -100.00% shares Q3 2022
Invesco BulletShares 2023 Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $21.18 Current price: $20.95 P/L: -1.10% Sold -100.00% shares Q3 2022	share	0.00%	0	$21.18	$20.95	-1.10%	Sold -100.00% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $428.29 Current price: $404.54 P/L: -5.55% Sold -100.00% shares Q3 2022	share	0.00%	0	$428.29	$404.54	-5.55%	Sold -100.00% shares Q3 2022
iShares Russell Mid-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $56.74 Current price: $70.72 P/L: +24.62% Sold -100.00% shares Q3 2022	share	0.00%	0	$56.74	$70.72	+24.62%	Sold -100.00% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $183.12 Current price: $251.94 P/L: +37.58% Sold -100.00% shares Q3 2022	share	0.00%	0	$183.12	$251.94	+37.58%	Sold -100.00% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $146.88 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$146.88	N/A	Sold -100.00% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $188.04 Current price: $232.74 P/L: +23.77% Sold -100.00% shares Q3 2022	share	0.00%	0	$188.04	$232.74	+23.77%	Sold -100.00% shares Q3 2022
iShares Russell Top 200 Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $129.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$129.59	N/A	Sold -100.00% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.06 Current price: $63.69 P/L: +20.02% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.06	$63.69	+20.02%	Sold -100.00% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $60.25 Current price: $49.4 P/L: -18.01% Sold -100.00% shares Q3 2022	share	0.00%	0	$60.25	$49.4	-18.01%	Sold -100.00% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $79.02 Current price: $180.54 P/L: +128.47% Sold -100.00% shares Q3 2022	share	0.00%	0	$79.02	$180.54	+128.47%	Sold -100.00% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $190.91 Current price: $234.62 P/L: +22.89% Sold -100.00% shares Q3 2022	share	0.00%	0	$190.91	$234.62	+22.89%	Sold -100.00% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $63.57 Current price: $102.58 P/L: +61.37% Sold -100.00% shares Q3 2022	share	0.00%	0	$63.57	$102.58	+61.37%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $132.67 Current price: $179.05 P/L: +34.96% Sold -100.00% shares Q3 2022	share	0.00%	0	$132.67	$179.05	+34.96%	Sold -100.00% shares Q3 2022
Aerospace & Defense L3Harris Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $214.35 Current price: $226.02 P/L: +5.44% Sold -100.00% shares Q3 2022	share	0.00%	0	$214.35	$226.02	+5.44%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $50.9 Current price: $81.33 P/L: +59.78% Sold -100.00% shares Q3 2022	share	0.00%	0	$50.9	$81.33	+59.78%	Sold -100.00% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $180.48 Current price: $251.65 P/L: +39.44% Sold -100.00% shares Q3 2022	share	0.00%	0	$180.48	$251.65	+39.44%	Sold -100.00% shares Q3 2022
Semiconductors Microchip Technology Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $76.23 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$76.23	N/A	Sold -100.00% shares Q3 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $67.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$67.35	N/A	Sold -100.00% shares Q3 2022
Gold Newmont Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $61.63 Current price: $47.75 P/L: -22.53% Sold -100.00% shares Q3 2022	share	0.00%	0	$61.63	$47.75	-22.53%	Sold -100.00% shares Q3 2022

Showing TOP 89 MERIDIAN FINANCIAL PARTNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MERIDIAN FINANCIAL PARTNERS LLC?

The biggest position of the MERIDIAN FINANCIAL PARTNERS LLC is J P MORGAN EXCHANGE TRADED F () with 17.92% portfolio share worth of 12.65M US dollars.

Top 5 MERIDIAN FINANCIAL PARTNERS's holdings represent 50.47% of the portfolio:

J P MORGAN EXCHANGE TRADED F () – 17.92%
iShares Core Dividend Growth ETF (DGRO) – 15.7%
ISHARES TR () – 7.53%
Telos Corporation (TLS) – 4.91%
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) – 4.4%

Who is the portfolio manager of MERIDIAN FINANCIAL PARTNERS LLC?

The portfolio manager of the MERIDIAN FINANCIAL PARTNERS LLC is .

What is the total asset value of the MERIDIAN FINANCIAL PARTNERS LLC portfolio?

MERIDIAN FINANCIAL PARTNERS LLC total asset value (portfolio value) is 70.56M US dollars.

Who is ?

is the portfolio manager of the MERIDIAN FINANCIAL PARTNERS LLC.

What is (MERIDIAN FINANCIAL PARTNERS LLC) fund performance?

MERIDIAN FINANCIAL PARTNERS's quarterly performance is -84.52%, annualy -667.50%. In the past 3 years, the value of 's portfolio has decreased by -1116%.

What is the MERIDIAN FINANCIAL PARTNERS LLC CIK?

MERIDIAN FINANCIAL PARTNERS's Central Index Key is 0001763722 .