0001763722-22-000001.txt : 20220127 0001763722-22-000001.hdr.sgml : 20220127 20220127121509 ACCESSION NUMBER: 0001763722-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 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: 22561893 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 12-31-2021 12-31-2021 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 01-27-2022 0 83 147774 false INFORMATION TABLE 2 MeridianFinancialPartners13f.xml 908 DEVICES INC COM 65443P102 527 34124 SH SOLE 0 0 0 34124 ABBVIE INC COM 00287Y109 682 5045 SH SOLE 0 0 0 5045 ADOBE SYSTEMS INCORPORATED COM 00724F101 529 1025 SH SOLE 0 0 0 1025 ALPHABET INC CAP STK CL A 02079K305 1748 647 SH SOLE 0 0 0 647 ALPHABET INC CAP STK CL C 02079K107 1351 498 SH SOLE 0 0 0 498 AMAZON COM INC COM 023135106 2291 733 SH SOLE 0 0 0 733 APPLE INC COM 037833100 5561 33451 SH SOLE 0 0 0 33451 ASPEN TECHNOLOGY INC COM 045327103 630 4200 SH SOLE 0 0 0 4200 AT&T INC COM 00206R102 243 8908 SH SOLE 0 0 0 8908 ATLANTIC UN BANKSHARES CORP COM 04911A107 206 5027 SH SOLE 0 0 0 5027 BLACKROCK INC COM 09247X101 256 310 SH SOLE 0 0 0 310 CATERPILLAR INC COM 149123101 746 3367 SH SOLE 0 0 0 3367 CHEVRON CORP NEW COM 166764100 1533 11895 SH SOLE 0 0 0 11895 CISCO SYS INC COM 17275R102 271 4595 SH SOLE 0 0 0 4595 COCA COLA CO COM 191216100 244 4007 SH SOLE 0 0 0 4007 COMCAST CORP NEW CL A 20030N101 1163 23102 SH SOLE 0 0 0 23102 CONSTELLATION BRANDS INC CL A 21036P108 870 3582 SH SOLE 0 0 0 3582 CVS HEALTH CORP COM 126650100 1270 12275 SH SOLE 0 0 0 12275 DANAHER CORPORATION COM 235851102 481 1676 SH SOLE 0 0 0 1676 DISNEY WALT CO COM 254687106 1414 9419 SH SOLE 0 0 0 9419 DOMINION ENERGY INC COM 25746U109 1142 14450 SH SOLE 0 0 0 14450 DUKE ENERGY CORP NEW COM NEW 26441C204 1167 11419 SH SOLE 0 0 0 11419 EXELON CORP COM 30161N101 454 8035 SH SOLE 0 0 0 8035 EXXON MOBIL CORP COM 30231G102 2487 34019 SH SOLE 0 0 0 34019 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 792 39354 SH SOLE 0 0 0 39354 HOME DEPOT INC COM 437076102 584 1623 SH SOLE 0 0 0 1623 INTEL CORP COM 458140100 482 8992 SH SOLE 0 0 0 8992 INTERNATIONAL BUSINESS MACHS COM 459200101 819 6228 SH SOLE 0 0 0 6228 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 262 12231 SH SOLE 0 0 0 12231 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 376 1075 SH SOLE 0 0 0 1075 INVESCO QQQ TR UNIT SER 1 46090E103 685 1868 SH SOLE 0 0 0 1868 ISHARES TR CORE S&P MCP ETF 464287507 333 1243 SH SOLE 0 0 0 1243 ISHARES TR CORE DIV GRWTH 46434V621 3482 64497 SH SOLE 0 0 0 64497 ISHARES TR CORE MSCI TOTAL 46432F834 4060 57609 SH SOLE 0 0 0 57609 ISHARES TR RUSSELL 3000 ETF 464287689 9553 36401 SH SOLE 0 0 0 36401 ISHARES TR CORE S&P500 ETF 464287200 4465 9841 SH SOLE 0 0 0 9841 ISHARES TR RUS TP200 GR ETF 464289438 607 3809 SH SOLE 0 0 0 3809 ISHARES TR RUS MID CAP ETF 464287499 6440 82994 SH SOLE 0 0 0 82994 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 2055 33589 SH SOLE 0 0 0 33589 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12011 238071 SH SOLE 0 0 0 238071 JOHNSON & JOHNSON COM 478160104 2292 13757 SH SOLE 0 0 0 13757 JPMORGAN CHASE & CO COM 46625H100 1125 7557 SH SOLE 0 0 0 7557 L3HARRIS TECHNOLOGIES INC COM 502431109 986 4331 SH SOLE 0 0 0 4331 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1178 4332 SH SOLE 0 0 0 4332 LOWES COS INC COM 548661107 240 1023 SH SOLE 0 0 0 1023 MERCK & CO INC COM 58933Y105 1409 17330 SH SOLE 0 0 0 17330 MICROCHIP TECHNOLOGY INC. COM 595017104 212 2766 SH SOLE 0 0 0 2766 MICROSOFT CORP COM 594918104 4332 14283 SH SOLE 0 0 0 14283 MONDELEZ INTL INC CL A 609207105 230 3410 SH SOLE 0 0 0 3410 NEWMONT CORP COM 651639106 736 11331 SH SOLE 0 0 0 11331 NEXTERA ENERGY INC COM 65339F101 1546 18720 SH SOLE 0 0 0 18720 ONEOK INC NEW COM 682680103 297 4941 SH SOLE 0 0 0 4941 PAYPAL HLDGS INC COM 70450Y103 442 2548 SH SOLE 0 0 0 2548 PEPSICO INC COM 713448108 380 2166 SH SOLE 0 0 0 2166 PFIZER INC COM 717081103 564 10541 SH SOLE 0 0 0 10541 PHILIP MORRIS INTL INC COM 718172109 202 1990 SH SOLE 0 0 0 1990 PROCTER AND GAMBLE CO COM 742718109 2018 12457 SH SOLE 0 0 0 12457 ROPER TECHNOLOGIES INC COM 776696106 664 1501 SH SOLE 0 0 0 1501 SALESFORCE COM INC COM 79466L302 534 2358 SH SOLE 0 0 0 2358 SIRIUS XM HOLDINGS INC COM 82968B103 149 24347 SH SOLE 0 0 0 24347 SPDR SER TR AEROSPACE DEF 78464A631 288 2500 SH SOLE 0 0 0 2500 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 206 4408 SH SOLE 0 0 0 4408 TELOS CORP MD COM 87969B101 6295 461485 SH SOLE 0 0 0 461485 TRUIST FINL CORP COM 89832Q109 371 5738 SH SOLE 0 0 0 5738 TYSON FOODS INC CL A 902494103 525 5660 SH SOLE 0 0 0 5660 UNION PAC CORP COM 907818108 837 3497 SH SOLE 0 0 0 3497 UNITED PARCEL SERVICE INC CL B 911312106 1436 7047 SH SOLE 0 0 0 7047 UNITEDHEALTH GROUP INC COM 91324P102 1074 2321 SH SOLE 0 0 0 2321 US BANCORP DEL COM NEW 902973304 1087 18953 SH SOLE 0 0 0 18953 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17343 41756 SH SOLE 0 0 0 41756 VANGUARD INDEX FDS TOTAL STK MKT 922908769 994 4357 SH SOLE 0 0 0 4357 VANGUARD WORLD FDS UTILITIES ETF 92204A876 400 2655 SH SOLE 0 0 0 2655 VERIZON COMMUNICATIONS INC COM 92343V104 1466 27399 SH SOLE 0 0 0 27399 VERTEX PHARMACEUTICALS INC COM 92532F100 784 3398 SH SOLE 0 0 0 3398 VIRGINIA NATL BANKSHARES COR COM 928031103 4847 131702 SH SOLE 0 0 0 131702 VISA INC COM CL A 92826C839 1595 7428 SH SOLE 0 0 0 7428 VMWARE INC CL A COM 928563402 646 5199 SH SOLE 0 0 0 5199 WALMART INC COM 931142103 235 1630 SH SOLE 0 0 0 1630 WISDOMTREE TR EMG MKTS SMCAP 97717W281 287 5370 SH SOLE 0 0 0 5370 WISDOMTREE TR INTL LRGCAP DV 97717W794 385 7625 SH SOLE 0 0 0 7625 WISDOMTREE TR US LARGECAP DIVD 97717W307 9557 147416 SH SOLE 0 0 0 147416 WISDOMTREE TR US QTLY DIV GRT 97717X669 2954 46296 SH SOLE 0 0 0 46296 WISDOMTREE TR INTL SMCAP DIV 97717W760 354 4902 SH SOLE 0 0 0 4902