0001763722-23-000003.txt : 20230724
0001763722-23-000003.hdr.sgml : 20230724
20230724152525
ACCESSION NUMBER: 0001763722-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230724
DATE AS OF CHANGE: 20230724
EFFECTIVENESS DATE: 20230724
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: 231104921
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
false
true
false
0001763722
XXXXXXXX
06-30-2023
06-30-2023
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
07-24-2023
0
86
166397
false
INFORMATION TABLE
2
Meridian13f_2q2023.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
261
504
SH
SOLE
0
0
504
ALPHABET INC
CAP STK CL A
02079K305
1752
14702
SH
SOLE
0
0
14702
ALPHABET INC
CAP STK CL C
02079K107
1121
9380
SH
SOLE
0
0
9380
AMAZON COM INC
COM
023135106
2371
18246
SH
SOLE
0
0
18246
APPLE INC
COM
037833100
6581
34077
SH
SOLE
0
0
34077
ASPEN TECHNOLOGY INC
COM
29109X106
309
1764
SH
SOLE
0
0
1764
AT&T INC
COM
00206R102
207
14112
SH
SOLE
0
0
14112
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
203
587
SH
SOLE
0
0
587
BROOKFIELD REAL ASSETS INCOM
SHS BEN INT
112830104
253
15100
SH
SOLE
0
0
15100
CAPITAL ONE FINL CORP
COM
14040H105
535
4649
SH
SOLE
0
0
4649
CATERPILLAR INC
COM
149123101
289
1106
SH
SOLE
0
0
1106
CHEVRON CORP NEW
COM
166764100
1914
12241
SH
SOLE
0
0
12241
CISCO SYS INC
COM
17275R102
264
5041
SH
SOLE
0
0
5041
COCA COLA CO
COM
191216100
288
4615
SH
SOLE
0
0
4615
COMCAST CORP NEW
CL A
20030N101
1183
27382
SH
SOLE
0
0
27382
CONSTELLATION BRANDS INC
CL A
21036P108
1101
4091
SH
SOLE
0
0
4091
COSTCO WHSL CORP NEW
COM
22160K105
226
405
SH
SOLE
0
0
405
CROWDSTRIKE HLDGS INC
CL A
22788C105
1452
9807
SH
SOLE
0
0
9807
CVS HEALTH CORP
COM
126650100
1073
14338
SH
SOLE
0
0
14338
DANAHER CORPORATION
COM
235851102
237
969
SH
SOLE
0
0
969
DISNEY WALT CO
COM
254687106
919
10660
SH
SOLE
0
0
10660
DOMINION ENERGY INC
COM
25746U109
750
14118
SH
SOLE
0
0
14118
DUKE ENERGY CORP NEW
COM NEW
26441C204
1187
12736
SH
SOLE
0
0
12736
EXXON MOBIL CORP
COM
30231G102
3007
29074
SH
SOLE
0
0
29074
FORD MTR CO DEL
COM
345370860
1187
84612
SH
SOLE
0
0
84612
HOME DEPOT INC
COM
437076102
509
1594
SH
SOLE
0
0
1594
HOST HOTELS & RESORTS INC
COM
44107P104
1266
72441
SH
SOLE
0
0
72441
INTERNATIONAL BUSINESS MACHS
COM
459200101
1026
7414
SH
SOLE
0
0
7414
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
202
9538
SH
SOLE
0
0
9538
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
247
12235
SH
SOLE
0
0
12235
ISHARES TR
ESG AWR MSCI USA
46435G425
208
2084
SH
SOLE
0
0
2084
ISHARES TR
CORE DIV GRWTH
46434V621
14537
275169
SH
SOLE
0
0
275169
ISHARES TR
RUS MID CAP ETF
464287499
1843
24462
SH
SOLE
0
0
24462
ISHARES TR
RUS TP200 GR ETF
464289438
3704
22966
SH
SOLE
0
0
22966
ISHARES TR
CORE S&P MCP ETF
464287507
331
1225
SH
SOLE
0
0
1225
ISHARES TR
20 YR TR BD ETF
464287432
5213
51262
SH
SOLE
0
0
51262
ISHARES TR
RUSSELL 3000 ETF
464287689
1946
7473
SH
SOLE
0
0
7473
ISHARES TR
MSCI USA QLT FCT
46432F339
931
6758
SH
SOLE
0
0
6758
ISHARES TR
CORE S&P500 ETF
464287200
4770
10492
SH
SOLE
0
0
10492
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
11766
211358
SH
SOLE
0
0
211358
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
3807
78117
SH
SOLE
0
0
78117
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
12513
249665
SH
SOLE
0
0
249665
JOHN MARSHALL BANCORP INC
COM
47805L101
1434
71707
SH
SOLE
0
0
71707
JOHNSON & JOHNSON
COM
478160104
2369
14069
SH
SOLE
0
0
14069
JPMORGAN CHASE & CO
COM
46625H100
1476
9452
SH
SOLE
0
0
9452
L3HARRIS TECHNOLOGIES INC
COM
502431109
1043
5219
SH
SOLE
0
0
5219
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1109
5071
SH
SOLE
0
0
5071
LOCKHEED MARTIN CORP
COM
539830109
205
450
SH
SOLE
0
0
450
LOWES COS INC
COM
548661107
236
1023
SH
SOLE
0
0
1023
MERCK & CO INC
COM
58933Y105
734
6764
SH
SOLE
0
0
6764
MICROCHIP TECHNOLOGY INC.
COM
595017104
413
4681
SH
SOLE
0
0
4681
MICROSOFT CORP
COM
594918104
4920
14183
SH
SOLE
0
0
14183
MONDELEZ INTL INC
CL A
609207105
252
3410
SH
SOLE
0
0
3410
NEWMONT CORP
COM
651639106
290
6838
SH
SOLE
0
0
6838
NEXTERA ENERGY INC
COM
65339F101
1599
21573
SH
SOLE
0
0
21573
NVIDIA CORPORATION
COM
67066G104
731
1606
SH
SOLE
0
0
1606
ONEOK INC NEW
COM
682680103
287
4358
SH
SOLE
0
0
4358
PEPSICO INC
COM
713448108
316
1668
SH
SOLE
0
0
1668
PFIZER INC
COM
717081103
1080
29374
SH
SOLE
0
0
29374
PROCTER AND GAMBLE CO
COM
742718109
1775
11791
SH
SOLE
0
0
11791
ROPER TECHNOLOGIES INC
COM
776696106
908
1886
SH
SOLE
0
0
1886
SALESFORCE INC
COM
79466L302
912
3998
SH
SOLE
0
0
3998
SERVICENOW INC
COM
81762P102
1283
2217
SH
SOLE
0
0
2217
SIRIUS XM HOLDINGS INC
COM
82968B103
190
24347
SH
SOLE
0
0
24347
SPDR SER TR
PORTFOLIO SH TSR
78468R101
5922
205564
SH
SOLE
0
0
205564
TESLA INC
COM
88160R101
853
3244
SH
SOLE
0
0
3244
TRUIST FINL CORP
COM
89832Q109
226
6835
SH
SOLE
0
0
6835
UNION PAC CORP
COM
907818108
904
4172
SH
SOLE
0
0
4172
UNITED PARCEL SERVICE INC
CL B
911312106
1318
7051
SH
SOLE
0
0
7051
UNITEDHEALTH GROUP INC
COM
91324P102
1317
2611
SH
SOLE
0
0
2611
US BANCORP DEL
COM NEW
902973304
970
24773
SH
SOLE
0
0
24773
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
20746
49928
SH
SOLE
0
0
49928
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
590
2617
SH
SOLE
0
0
2617
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
360
7145
SH
SOLE
0
0
7145
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
415
2834
SH
SOLE
0
0
2834
VERIZON COMMUNICATIONS INC
COM
92343V104
1183
35164
SH
SOLE
0
0
35164
VIRGINIA NATL BANKSHARES COR
COM
928031103
4177
130729
SH
SOLE
0
0
130729
VISA INC
COM CL A
92826C839
1901
7932
SH
SOLE
0
0
7932
VMWARE INC
CL A COM
928563402
1083
6615
SH
SOLE
0
0
6615
WALMART INC
COM
931142103
264
1679
SH
SOLE
0
0
1679
WESTROCK CO
COM
96145D105
633
20864
SH
SOLE
0
0
20864
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2684
39390
SH
SOLE
0
0
39390
WISDOMTREE TR
US LARGECAP DIVD
97717W307
2764
42447
SH
SOLE
0
0
42447
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
284
5896
SH
SOLE
0
0
5896
WISDOMTREE TR
INTL LRGCAP DV
97717W794
399
8290
SH
SOLE
0
0
8290
WISDOMTREE TR
INTL SMCAP DIV
97717W760
353
5732
SH
SOLE
0
0
5732