Managing Member

0001085146-24-003790.txt : 20240813 0001085146-24-003790.hdr.sgml : 20240813 20240813161212 ACCESSION NUMBER: 0001085146-24-003790 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240813 DATE AS OF CHANGE: 20240813 EFFECTIVENESS DATE: 20240813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meridian Financial, LLC CENTRAL INDEX KEY: 0002032629 ORGANIZATION NAME: IRS NUMBER: 522452613 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24299 FILM NUMBER: 241201576 BUSINESS ADDRESS: STREET 1: 13 WATER STREET CITY: HOLLISTON STATE: MA ZIP: 01746 BUSINESS PHONE: 5084292600 MAIL ADDRESS: STREET 1: 13 WATER STREET CITY: HOLLISTON STATE: MA ZIP: 01746 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002032629 XXXXXXXX 06-30-2024 06-30-2024 false Meridian Financial, LLC

13 WATER STREET HOLLISTON MA 01746

13F HOLDINGS REPORT 028-24299 N Georgia Bruggeman Managing Member 508-429-2600 /s/Georgia Bruggeman Holliston MA 08-13-2024 0 120 138021546 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 263882 475 SH SOLE 0 0 475 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 BBG001S7FTC8 218700 900 SH SOLE 0 0 900 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 652826 3584 SH SOLE 0 0 3584 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 597949 3260 SH SOLE 0 0 3260 ALPS ETF TR RIVRFRNT STR INC 00162Q783 BBG005CZ6C31 1913318 84494 SH SOLE 0 0 84494 AMAZON COM INC COM 023135106 BBG001S5PQL7 1144233 5921 SH SOLE 0 0 5921 APPLE INC COM 037833100 BBG001S5N8V8 1956534 9289 SH SOLE 0 0 9289 AVERY DENNISON CORP COM 053611109 BBG001S5NZM8 291073 1331 SH SOLE 0 0 1331 BALL CORP COM 058498106 BBG001S5P7Q4 329210 5485 SH SOLE 0 0 5485 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 242620 6101 SH SOLE 0 0 6101 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 320558 788 SH SOLE 0 0 788 BROADCOM INC COM 11135F101 BBG00KHY5SY8 298629 186 SH SOLE 0 0 186 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 BBG004K1ZMP2 929495 13613 SH SOLE 0 0 13613 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 384719 2460 SH SOLE 0 0 2460 CISCO SYS INC COM 17275R102 BBG001S6HC62 732142 15410 SH SOLE 0 0 15410 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 253235 6467 SH SOLE 0 0 6467 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 372077 971 SH SOLE 0 0 971 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 382564 6478 SH SOLE 0 0 6478 CYTOKINETICS INC COM NEW 23282W605 BBG001SGMVF2 233949 4318 SH SOLE 0 0 4318 DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 222226 4535 SH SOLE 0 0 4535 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 221123 2206 SH SOLE 0 0 2206 ELI LILLY & CO COM 532457108 BBG001S5STL8 342234 378 SH SOLE 0 0 378 ETF SER SOLUTIONS DISTILLATE US 26922A321 BBG00MC56321 303201 5900 SH SOLE 0 0 5900 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 BBG00V6QFTJ7 801272 18880 SH SOLE 0 0 18880 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 BBG007DJGS45 575270 12224 SH SOLE 0 0 12224 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 BBG00D0YL0Y5 314538 10062 SH SOLE 0 0 10062 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 233381 985 SH SOLE 0 0 985 INTEL CORP COM 458140100 BBG001S5SF65 207701 6707 SH SOLE 0 0 6707 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 315461 1824 SH SOLE 0 0 1824 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 2505662 12712 SH SOLE 0 0 12712 INVESCO EXCH TRADED FD TR II S&P INTL QULTY 46138E214 BBG001SS78M6 470874 15479 SH SOLE 0 0 15479 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 BBG00449DWF6 254737 4612 SH SOLE 0 0 4612 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 883709 13606 SH SOLE 0 0 13606 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 BBG00KJR2H78 273910 12056 SH SOLE 0 0 12056 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 BBG001SJW5S8 364768 3200 SH SOLE 0 0 3200 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 BBG001SS30K9 766881 7904 SH SOLE 0 0 7904 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 3021306 18391 SH SOLE 0 0 18391 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 BBG001SDTVQ0 1538430 24212 SH SOLE 0 0 24212 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 6253552 108550 SH SOLE 0 0 108550 ISHARES TR CORE DIVID ETF 46435U861 BBG00J5M0G99 340484 7696 SH SOLE 0 0 7696 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 6927217 118374 SH SOLE 0 0 118374 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 7238747 67868 SH SOLE 0 0 67868 ISHARES TR CORE S&P US GWT 464287671 BBG001SFQL99 275484 2161 SH SOLE 0 0 2161 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 8690277 15880 SH SOLE 0 0 15880 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 312370 5068 SH SOLE 0 0 5068 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 291567 5688 SH SOLE 0 0 5688 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 360565 4603 SH SOLE 0 0 4603 ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 211495 5416 SH SOLE 0 0 5416 ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 614439 5468 SH SOLE 0 0 5468 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 772397 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 427686 4854 SH SOLE 0 0 4854 ISHARES TR S&P MC 400VL ETF 464287705 BBG001SFQJM9 791121 6973 SH SOLE 0 0 6973 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 470439 3663 SH SOLE 0 0 3663 ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 426707 8140 SH SOLE 0 0 8140 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 BBG00M8D48L9 234244 4650 SH SOLE 0 0 4650 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 9573832 189694 SH SOLE 0 0 189694 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 237181 4674 SH SOLE 0 0 4674 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 463327 3170 SH SOLE 0 0 3170 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 745407 3685 SH SOLE 0 0 3685 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 467778 1001 SH SOLE 0 0 1001 MCDONALDS CORP COM 580135101 BBG001S5T110 382882 1502 SH SOLE 0 0 1502 MERCK & CO INC COM 58933Y105 BBG001S5TC52 2157978 17431 SH SOLE 0 0 17431 MICROSOFT CORP COM 594918104 BBG001S5TD05 3576572 8002 SH SOLE 0 0 8002 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 233815 3302 SH SOLE 0 0 3302 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 469452 3800 SH SOLE 0 0 3800 ORACLE CORP COM 68389X105 BBG001S5SJG6 267554 1895 SH SOLE 0 0 1895 PEPSICO INC COM 713448108 BBG001S695T1 255902 1552 SH SOLE 0 0 1552 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 392463 2380 SH SOLE 0 0 2380 PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 728168 7575 SH SOLE 0 0 7575 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 318136 3169 SH SOLE 0 0 3169 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 9309262 119718 SH SOLE 0 0 119718 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 586925 7541 SH SOLE 0 0 7541 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 270425 6578 SH SOLE 0 0 6578 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 341236 2800 SH SOLE 0 0 2800 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 635854 4363 SH SOLE 0 0 4363 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 593058 8704 SH SOLE 0 0 8704 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 321095 3636 SH SOLE 0 0 3636 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 533699 2359 SH SOLE 0 0 2359 SOUTHERN CO COM 842587107 BBG001S5W777 358909 4627 SH SOLE 0 0 4627 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 224900 575 SH SOLE 0 0 575 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1634293 3003 SH SOLE 0 0 3003 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1919202 3587 SH SOLE 0 0 3587 SPDR SER TR HLTH CR EQUIP 78464A581 BBG001V08KL6 219550 2601 SH SOLE 0 0 2601 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 1536101 29944 SH SOLE 0 0 29944 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 3426975 53546 SH SOLE 0 0 53546 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 2479987 59716 SH SOLE 0 0 59716 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 1027043 34581 SH SOLE 0 0 34581 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1556779 19428 SH SOLE 0 0 19428 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 413075 5663 SH SOLE 0 0 5663 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 307756 3584 SH SOLE 0 0 3584 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1080389 13796 SH SOLE 0 0 13796 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 2883687 22674 SH SOLE 0 0 22674 SPDR SER TR S&P KENSHO NEW 78468R648 BBG00M9BL771 322942 7010 SH SOLE 0 0 7010 SPDR SER TR SPDR PORTFOLIO S 78468R465 BBG01J96V6P9 240482 6987 SH SOLE 0 0 6987 STRYKER CORPORATION COM 863667101 BBG001S8FR03 337240 991 SH SOLE 0 0 991 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 248469 780 SH SOLE 0 0 780 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 296899 583 SH SOLE 0 0 583 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 230513 5806 SH SOLE 0 0 5806 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 563633 1507 SH SOLE 0 0 1507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 339483 1360 SH SOLE 0 0 1360 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 2072592 9029 SH SOLE 0 0 9029 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 675297 4489 SH SOLE 0 0 4489 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 4330371 17887 SH SOLE 0 0 17887 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 605101 1210 SH SOLE 0 0 1210 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 966523 5295 SH SOLE 0 0 5295 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 3042178 13952 SH SOLE 0 0 13952 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 1483913 5933 SH SOLE 0 0 5933 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 297219 1853 SH SOLE 0 0 1853 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 826594 10341 SH SOLE 0 0 10341 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1138327 14731 SH SOLE 0 0 14731 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 1944941 10654 SH SOLE 0 0 10654 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 440839 3717 SH SOLE 0 0 3717 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 BBG00C863MQ1 310828 3824 SH SOLE 0 0 3824 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 409782 5980 SH SOLE 0 0 5980 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 205884 774 SH SOLE 0 0 774 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 355964 8632 SH SOLE 0 0 8632 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 591182 2771 SH SOLE 0 0 2771 WISDOMTREE TR US MIDCAP DIVID 97717W505 BBG001SHKG74 1079835 23088 SH SOLE 0 0 23088 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 2656129 34031 SH SOLE 0 0 34031 WISDOMTREE TR YIELD ENHANCD US 97717X511 BBG009KCY2C6 304551 7089 SH SOLE 0 0 7089