0001763722-23-000002.txt : 20230419
0001763722-23-000002.hdr.sgml : 20230419
20230419123736
ACCESSION NUMBER: 0001763722-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230419
DATE AS OF CHANGE: 20230419
EFFECTIVENESS DATE: 20230419
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: 23829473
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
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0001763722
XXXXXXXX
03-31-2023
03-31-2023
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
04-19-2023
0
47
88099
false
INFORMATION TABLE
2
Meridian13f_1q2023.xml
ABBVIE INC
COM
00287Y109
211
1325
SH
SOLE
0
0
1325
ADOBE SYSTEMS INCORPORATED
COM
00724F101
376
996
SH
SOLE
0
0
996
ALPHABET INC
CAP STK CL A
02079K305
1518
14522
SH
SOLE
0
0
14522
ALPHABET INC
CAP STK CL C
02079K107
986
9380
SH
SOLE
0
0
9380
ASPEN TECHNOLOGY INC
COM
29109X106
407
1764
SH
SOLE
0
0
1764
AT&T INC
COM
00206R102
280
14111
SH
SOLE
0
0
14111
CAPITAL ONE FINL CORP
COM
14040H105
427
4380
SH
SOLE
0
0
4380
CISCO SYS INC
COM
17275R102
254
5041
SH
SOLE
0
0
5041
COMCAST CORP NEW
CL A
20030N101
1018
26595
SH
SOLE
0
0
26595
CONSTELLATION BRANDS INC
CL A
21036P108
888
3908
SH
SOLE
0
0
3908
COSTCO WHSL CORP NEW
COM
22160K105
201
405
SH
SOLE
0
0
405
DOMINION ENERGY INC
COM
25746U109
799
13922
SH
SOLE
0
0
13922
DUKE ENERGY CORP NEW
COM NEW
26441C204
1172
12029
SH
SOLE
0
0
12029
EXELON CORP
COM
30161N101
248
5789
SH
SOLE
0
0
5789
EXXON MOBIL CORP
COM
30231G102
3277
28027
SH
SOLE
0
0
28027
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
7141
112426
SH
SOLE
0
0
112426
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
202
9538
SH
SOLE
0
0
9538
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
217
690
SH
SOLE
0
0
690
ISHARES TR
CORE DIV GRWTH
46434V621
14753
289787
SH
SOLE
0
0
289787
ISHARES TR
MSCI USA QLT FCT
46432F339
6243
49795
SH
SOLE
0
0
49795
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
2604
47403
SH
SOLE
0
0
47403
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
3526
78324
SH
SOLE
0
0
78324
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
404
7960
SH
SOLE
0
0
7960
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
12469
248295
SH
SOLE
0
0
248295
JOHN MARSHALL BANCORP INC
COM
47805L101
1562
71707
SH
SOLE
0
0
71707
JPMORGAN CHASE & CO
COM
46625H100
1243
8790
SH
SOLE
0
0
8790
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1128
4898
SH
SOLE
0
0
4898
MERCK & CO INC
COM
58933Y105
777
6764
SH
SOLE
0
0
6764
NEXTERA ENERGY INC
COM
65339F101
1628
20793
SH
SOLE
0
0
20793
NVIDIA CORPORATION
COM
67066G104
1101
3978
SH
SOLE
0
0
3978
SALESFORCE INC
COM
79466L302
776
3908
SH
SOLE
0
0
3908
SERVICENOW INC
COM
81762P102
1041
2188
SH
SOLE
0
0
2188
SIRIUS XM HOLDINGS INC
COM
82968B103
94
24347
SH
SOLE
0
0
24347
SPDR SER TR
PORTFOLIO SH TSR
78468R101
5244
180209
SH
SOLE
0
0
180209
TESLA INC
COM
88160R101
583
3164
SH
SOLE
0
0
3164
TRUIST FINL CORP
COM
89832Q109
240
7101
SH
SOLE
0
0
7101
UNITEDHEALTH GROUP INC
COM
91324P102
1240
2458
SH
SOLE
0
0
2458
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
507
3383
SH
SOLE
0
0
3383
VERIZON COMMUNICATIONS INC
COM
92343V104
1285
32991
SH
SOLE
0
0
32991
VISA INC
COM CL A
92826C839
1855
7939
SH
SOLE
0
0
7939
WESTROCK CO
COM
96145D105
599
19543
SH
SOLE
0
0
19543
WISDOMTREE TR
US LARGECAP DIVD
97717W307
3017
47820
SH
SOLE
0
0
47820
WISDOMTREE TR
US QTLY DIV GRT
97717X669
3063
48486
SH
SOLE
0
0
48486
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
346
7389
SH
SOLE
0
0
7389
WISDOMTREE TR
INTL LRGCAP DV
97717W794
466
9638
SH
SOLE
0
0
9638
WISDOMTREE TR
INTL SMCAP DIV
97717W760
434
6979
SH
SOLE
0
0
6979