0001763722-21-000001.txt : 20210121 0001763722-21-000001.hdr.sgml : 20210121 20210121135725 ACCESSION NUMBER: 0001763722-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210121 DATE AS OF CHANGE: 20210121 EFFECTIVENESS DATE: 20210121 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: 21541436 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 12-31-2020 12-31-2020 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown X1 01-21-2021 0 64 129465 false INFORMATION TABLE 2 meridian_13fq420.xml MERIDIAN INFORMATION TABLE DISNEY WALT CO COM 254687106 1503 8654 SH SOLE 0 0 8654 DANAHER CORPORATION COM 235851102 485 2045 SH SOLE 0 0 2045 PFIZER INC COM 717081103 385 10535 SH SOLE 0 0 10535 PEPSICO INC COM 713448108 292 2066 SH SOLE 0 0 2066 NEXTERA ENERGY INC COM 65339F101 1429 17002 SH SOLE 0 0 17002 CVS HEALTH CORP COM 126650100 827 10991 SH SOLE 0 0 10991 UNION PAC CORP COM 907818108 594 2721 SH SOLE 0 0 2721 AMAZON COM INC COM 023135106 2248 689 SH SOLE 0 0 689 VANGUARD WORLD FDS UTILITIES ETF 92204A876 500 3615 SH SOLE 0 0 3615 APPLE INC COM 037833100 4242 32127 SH SOLE 0 0 32127 AT&T INC COM 00206R102 348 12028 SH SOLE 0 0 12028 MERCK & CO. INC COM 58933Y105 547 6633 SH SOLE 0 0 6633 TRUIST FINL CORP COM 89832Q109 306 5931 SH SOLE 0 0 5931 PROCTER AND GAMBLE CO COM 742718109 1450 10990 SH SOLE 0 0 10990 WISDOMTREE TR US LARGECAP DIVD 97717W307 7377 67453 SH SOLE 0 0 67453 DUKE ENERGY CORP NEW COM NEW 26441C204 922 10154 SH SOLE 0 0 10154 WISDOMTREE TR US QTLY DIV GRT 97717X669 2185 39901 SH SOLE 0 0 39901 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 20598 418140 SH SOLE 0 0 418140 INTEL CORP COM 458140100 567 9667 SH SOLE 0 0 9667 US BANCORP DEL COM NEW 902973304 729 15987 SH SOLE 0 0 15987 JPMORGAN CHASE & CO COM 46625H100 918 6748 SH SOLE 0 0 6748 COMCAST CORP NEW CL A 20030N101 999 20447 SH SOLE 0 0 20447 CISCO SYS INC COM 17275R102 230 5066 SH SOLE 0 0 5066 TREEHOUSE FOODS INC COM 89469A104 374 9455 SH SOLE 0 0 9455 ISHARES TR CORE MSCI TOTAL 46432F834 3710 52600 SH SOLE 0 0 52600 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 296 13645 SH SOLE 0 0 13645 BRISTOL-MYERS SQUIBB CO COM 110122108 666 10059 SH SOLE 0 0 10059 ISHARES TR RUSSELL 3000 ETF 464287689 8240 35619 SH SOLE 0 0 35619 EXXON MOBIL CORP COM 30231G102 1121 22637 SH SOLE 0 0 22637 ASPEN TECHNOLOGY INC COM 045327103 608 4200 SH SOLE 0 0 4200 CHEVRON CORP NEW COM 166764100 900 9434 SH SOLE 0 0 9434 ONEOK INC NEW COM 682680103 219 4978 SH SOLE 0 0 4978 CONSTELLATION BRANDS INC CL A 21036P108 702 3087 SH SOLE 0 0 3087 VISA INC COM CL A 92826C839 1403 6810 SH SOLE 0 0 6810 FAUQUIER BANKSHARES INC COM 312059108 3788 199343 SH SOLE 0 0 199343 LABORATORY CORP AMER HLDGS COM NEW 50540R409 843 3665 SH SOLE 0 0 3665 VERITIV CORP COM 923454102 690 30407 SH SOLE 0 0 30407 EXELON CORP COM 30161N101 586 13601 SH SOLE 0 0 13601 HOME DEPOT INC COM 437076102 416 1518 SH SOLE 0 0 1518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 877 4356 SH SOLE 0 0 4356 SALESFORCE COM INC COM 79466L302 225 1007 SH SOLE 0 0 1007 INVESCO QQQ TR UNIT SER 1 46090E103 596 1840 SH SOLE 0 0 1840 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 323 1113 SH SOLE 0 0 1113 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13006 36862 SH SOLE 0 0 36862 INTERNATIONAL BUSINESS MACHS COM 459200101 637 4894 SH SOLE 0 0 4894 SIRIUS XM HOLDINGS INC COM 82968B103 145 24347 SH SOLE 0 0 24347 UNITEDHEALTH GROUP INC COM 91324P102 700 1996 SH SOLE 0 0 1996 VERIZON COMMUNICATIONS INC COM 92343V104 1348 23544 SH SOLE 0 0 23544 DOMINION ENERGY INC COM 25746U109 849 11866 SH SOLE 0 0 11866 RAYTHEON TECHNOLOGIES CORP COM 75513E101 610 8862 SH SOLE 0 0 8862 MICROSOFT CORP COM 594918104 3068 13675 SH SOLE 0 0 13675 ISHARES TR CORE S&P MCP ETF 464287507 306 1243 SH SOLE 0 0 1243 ISHARES TR RUS MID CAP ETF 464287499 7829 109097 SH SOLE 0 0 109097 ALPHABET INC CAP STK CL A 02079K305 1175 625 SH SOLE 0 0 625 SPDR SER TR AEROSPACE DEF 78464A631 302 2500 SH SOLE 0 0 2500 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11688 230031 SH SOLE 0 0 230031 ALPHABET INC CAP STK CL C 02079K107 857 454 SH SOLE 0 0 454 ISHARES TR 20 YR TR BD ETF 464287432 1296 8498 SH SOLE 0 0 8498 VERTEX PHARMACEUTICALS INC COM 92532F100 599 2531 SH SOLE 0 0 2531 ISHARES TR CORE S&P500 ETF 464287200 3624 9406 SH SOLE 0 0 9406 UNITED PARCEL SERVICE INC CL B 911312106 1034 6466 SH SOLE 0 0 6466 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1319 26251 SH SOLE 0 0 26251 JOHNSON & JOHNSON COM 478160104 2039 12559 SH SOLE 0 0 12559 PAYPAL HLDGS INC COM 70450Y103 770 3154 SH SOLE 0 0 3154