0001763722-19-000001.txt : 20190116 0001763722-19-000001.hdr.sgml : 20190116 20190116164803 ACCESSION NUMBER: 0001763722-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190116 DATE AS OF CHANGE: 20190116 EFFECTIVENESS DATE: 20190116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meridian Financial Partners LLC CENTRAL INDEX KEY: 0001763722 IRS NUMBER: 474668329 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18963 FILM NUMBER: 19529458 BUSINESS ADDRESS: STREET 1: 39 S. 4TH STREET CITY: WARRENTON STATE: VA ZIP: 20186 BUSINESS PHONE: 5408785416 MAIL ADDRESS: STREET 1: 39 S. 4TH STREET CITY: WARRENTON STATE: VA ZIP: 20186 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001763722 XXXXXXXX 12-31-2018 12-31-2018 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N Sarah Yakel 540-878-5479 Sarah Yakel Warrenton VA 01-16-2019 0 50 47286 false INFORMATION TABLE 2 mfp4q2018_13f.xml ISHARES TR CORE S&P500 ETF 464287200 4041 16061 SH SOLE 0 0 16061 ISHARES TR RUSSELL 3000 ETF 464287689 4483 30511 SH SOLE 0 0 30511 AMAZON COM INC COM 023135106 731 487 SH SOLE 0 0 487 BRISTOL MYERS SQUIBB CO COM 110122108 280 5385 SH SOLE 0 0 5385 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 731 3582 SH SOLE 0 0 3582 BOEING CO COM 097023105 745 2309 SH SOLE 0 0 2309 AMGEN INC COM 031162100 592 3042 SH SOLE 0 0 3042 ORACLE CORP COM 68389X105 450 9957 SH SOLE 0 0 9957 DISNEY WALT CO COM DISNEY 254687106 699 6374 SH SOLE 0 0 6374 US BANCORP DEL COM NEW 902973304 271 5940 SH SOLE 0 0 5940 JOHNSON & JOHNSON COM 478160104 1031 7988 SH SOLE 0 0 7988 LOWES COS INC COM 548661107 260 2815 SH SOLE 0 0 2815 CHEVRON CORP NEW COM 166764100 721 6626 SH SOLE 0 0 6626 MICROSOFT CORP COM 594918104 1157 11394 SH SOLE 0 0 11394 AT&T INC COM 00206R102 380 13312 SH SOLE 0 0 13312 INTERNATIONAL BUSINESS MACHS COM 459200101 465 4090 SH SOLE 0 0 4090 PEPSICO INC COM 713448108 404 3655 SH SOLE 0 0 3655 VERIZON COMMUNICATIONS INC COM 92343V104 919 16342 SH SOLE 0 0 16342 ISHARES TR RUS MID CAP ETF 464287499 4686 100827 SH SOLE 0 0 100827 SCHWAB CHARLES CORP NEW COM 808513105 531 12789 SH SOLE 0 0 12789 WALGREENS BOOTS ALLIANCE INC COM 931427108 299 4374 SH SOLE 0 0 4374 EXXON MOBIL CORP COM 30231G102 890 13047 SH SOLE 0 0 13047 APPLIED MATLS INC COM 038222105 207 6320 SH SOLE 0 0 6320 UNION PAC CORP COM 907818108 416 3009 SH SOLE 0 0 3009 CVS HEALTH CORP COM 126650100 494 7546 SH SOLE 0 0 7546 DOMINION ENERGY INC COM 25746U109 422 5900 SH SOLE 0 0 5900 MERCK & CO INC COM 58933Y105 444 5817 SH SOLE 0 0 5817 PROCTER AND GAMBLE CO COM 742718109 847 9211 SH SOLE 0 0 9211 HOME DEPOT INC COM 437076102 261 1517 SH SOLE 0 0 1517 JPMORGAN CHASE & CO COM 46625H100 237 2430 SH SOLE 0 0 2430 BOOKING HLDGS INC COM 09857L108 276 160 SH SOLE 0 0 160 UNITEDHEALTH GROUP INC COM 91324P102 356 1429 SH SOLE 0 0 1429 UNITED TECHNOLOGIES CORP COM 913017109 455 4274 SH SOLE 0 0 4274 COMCAST CORP NEW CL A 20030N101 470 13805 SH SOLE 0 0 13805 NEXTERA ENERGY INC COM 65339F101 376 2162 SH SOLE 0 0 2162 DUKE ENERGY CORP NEW COM NEW 26441C204 287 3322 SH SOLE 0 0 3322 APPLE INC COM 037833100 1287 8160 SH SOLE 0 0 8160 ALPHABET INC CAP STK CL A 02079K305 627 600 SH SOLE 0 0 600 ASPEN TECHNOLOGY INC COM 045327103 345 4200 SH SOLE 0 0 4200 WISDOMTREE TR INTL SMCAP DIV 97717W760 7023 116430 SH SOLE 0 0 116430 WISDOMTREE TR US LARGECAP DIVD 97717W307 5210 61688 SH SOLE 0 0 61688 FAUQUIER BANKSHARES INC VA COM 312059108 4311 224771 SH SOLE 0 0 224771 VISA INC COM CL A 92826C839 725 5494 SH SOLE 0 0 5494 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9631 41908 SH SOLE 0 0 41908 FACEBOOK INC CL A 30303M102 399 3045 SH SOLE 0 0 3045 ISHARES TR CORE MSCI TOTAL 46432F834 2037 38781 SH SOLE 0 0 38781 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 234 11343 SH SOLE 0 0 11343 ALPHABET INC CAP STK CL C 02079K107 443 428 SH SOLE 0 0 428 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 11351 239623 SH SOLE 0 0 239623 PAYPAL HLDGS INC COM 70450Y103 349 4148 SH SOLE 0 0 4148