0001763722-23-000001.txt : 20230120
0001763722-23-000001.hdr.sgml : 20230120
20230120141516
ACCESSION NUMBER: 0001763722-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230120
DATE AS OF CHANGE: 20230120
EFFECTIVENESS DATE: 20230120
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: 23540382
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
X0202
13F-HR
LIVE
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true
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0001763722
XXXXXXXX
12-31-2022
12-31-2022
Meridian Financial Partners LLC
39 S. 4TH STREET
WARRENTON
VA
20186
13F HOLDINGS REPORT
028-18963
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
01-20-2023
0
50
88979
false
INFORMATION TABLE
2
Meridian13f_4q2022.xml
ABBVIE INC
COM
00287Y109
841
5655
SH
SOLE
0
0
5655
ADOBE SYSTEMS INCORPORATED
COM
00724F101
341
996
SH
SOLE
0
0
996
ALPHABET INC
CAP STK CL A
02079K305
1295
13918
SH
SOLE
0
0
13918
ALPHABET INC
CAP STK CL C
02079K107
878
9354
SH
SOLE
0
0
9354
ASPEN TECHNOLOGY INC
COM
29109X106
342
1764
SH
SOLE
0
0
1764
AT&T INC
COM
00206R102
267
14111
SH
SOLE
0
0
14111
CAPITAL ONE FINL CORP
COM
14040H105
423
4321
SH
SOLE
0
0
4321
CISCO SYS INC
COM
17275R102
234
5041
SH
SOLE
0
0
5041
COMCAST CORP NEW
CL A
20030N101
1008
26437
SH
SOLE
0
0
26437
CONOCOPHILLIPS
COM
20825C104
208
1738
SH
SOLE
0
0
1738
CONSTELLATION BRANDS INC
CL A
21036P108
848
3915
SH
SOLE
0
0
3915
DOMINION ENERGY INC
COM
25746U109
855
13790
SH
SOLE
0
0
13790
DUKE ENERGY CORP NEW
COM NEW
26441C204
1230
12060
SH
SOLE
0
0
12060
EXELON CORP
COM
30161N101
256
6091
SH
SOLE
0
0
6091
EXXON MOBIL CORP
COM
30231G102
3195
28700
SH
SOLE
0
0
28700
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
6519
104158
SH
SOLE
0
0
104158
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
249
12235
SH
SOLE
0
0
12235
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
201
9538
SH
SOLE
0
0
9538
INVESCO EXCHANGE TRADED FD T
S&P500 BUY WRT
46137V399
308
14984
SH
SOLE
0
0
14984
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
254
907
SH
SOLE
0
0
907
ISHARES TR
CORE DIV GRWTH
46434V621
13461
270249
SH
SOLE
0
0
270249
ISHARES TR
MSCI USA QLT FCT
46432F339
5944
51036
SH
SOLE
0
0
51036
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
3290
78138
SH
SOLE
0
0
78138
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
2378
43534
SH
SOLE
0
0
43534
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
761
15020
SH
SOLE
0
0
15020
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
13103
260549
SH
SOLE
0
0
260549
JOHN MARSHALL BANCORP INC
COM
47805L101
1787
71707
SH
SOLE
0
0
71707
JPMORGAN CHASE & CO
COM
46625H100
1177
8735
SH
SOLE
0
0
8735
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1198
4744
SH
SOLE
0
0
4744
MERCK & CO INC
COM
58933Y105
1986
18073
SH
SOLE
0
0
18073
NEXTERA ENERGY INC
COM
65339F101
1684
20384
SH
SOLE
0
0
20384
NVIDIA CORPORATION
COM
67066G104
638
3803
SH
SOLE
0
0
3803
SALESFORCE INC
COM
79466L302
560
3826
SH
SOLE
0
0
3826
SERVICENOW INC
COM
81762P102
950
2218
SH
SOLE
0
0
2218
SIRIUS XM HOLDINGS INC
COM
82968B103
141
24347
SH
SOLE
0
0
24347
SPDR SER TR
PORTFOLIO SH TSR
78468R101
4689
160954
SH
SOLE
0
0
160954
TELOS CORP MD
COM
87969B101
2131
436585
SH
SOLE
0
0
436585
TESLA INC
COM
88160R101
272
2142
SH
SOLE
0
0
2142
TRUIST FINL CORP
COM
89832Q109
313
6565
SH
SOLE
0
0
6565
UNITEDHEALTH GROUP INC
COM
91324P102
1178
2433
SH
SOLE
0
0
2433
VANGUARD WORLD FDS
INF TECH ETF
92204A702
257
781
SH
SOLE
0
0
781
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
519
3461
SH
SOLE
0
0
3461
VERIZON COMMUNICATIONS INC
COM
92343V104
1261
31484
SH
SOLE
0
0
31484
VISA INC
COM CL A
92826C839
1722
7814
SH
SOLE
0
0
7814
WESTROCK CO
COM
96145D105
659
18075
SH
SOLE
0
0
18075
WISDOMTREE TR
US LARGECAP DIVD
97717W307
2961
47891
SH
SOLE
0
0
47891
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2938
48754
SH
SOLE
0
0
48754
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
364
7825
SH
SOLE
0
0
7825
WISDOMTREE TR
INTL LRGCAP DV
97717W794
482
10281
SH
SOLE
0
0
10281
WISDOMTREE TR
INTL SMCAP DIV
97717W760
423
6879
SH
SOLE
0
0
6879