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Name: |
Meridian Financial Partners LLC |
City: |
WARRENTON |
State: |
VA |
Zip: |
20186 |
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Holdings
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21 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
DGRO |
iShares Core Dividend Growth |
1 |
- |
$57.59 |
$16,421,000 |
297,323 |
21.11% |
964,000 |
8,993 |
0.098 |
N/A |
|
JPST |
Jp Morgan Ultra Short Incom... |
2 |
- |
$0.00 |
$13,688,000 |
272,027 |
17.59% |
221,000 |
4,721 |
0.03 |
N/A |
|
GOOGL |
Alphabet Inc |
8 |
- |
$172.50 |
$2,303,000 |
14,917 |
2.96% |
168,000 |
35 |
0 |
Search Engines & Info... |
|
V |
Visa Inc |
9 |
- |
$272.46 |
$2,204,000 |
8,122 |
2.83% |
32,000 |
21 |
0 |
Business Services |
|
NVDA |
NVIDIA Corporation |
10 |
- |
$1,096.33 |
$1,816,000 |
2,077 |
2.33% |
652,000 |
38 |
0 |
Semiconductor - Speci... |
|
GOOG |
Alphabet Inc |
13 |
- |
$173.96 |
$1,465,000 |
9,393 |
1.88% |
104,000 |
6 |
0 |
Search Engines & Info... |
|
NEE |
NextEra Energy |
14 |
- |
$80.02 |
$1,421,000 |
23,035 |
1.83% |
126,000 |
577 |
0.001 |
Electric Utilities |
|
HST |
Host Hotels & Resort Inc |
15 |
- |
$18.89 |
$1,390,000 |
72,836 |
1.79% |
-38,000 |
69 |
0.01 |
REIT - Hotel/Motel |
|
VZ |
Verizon Communications Inc |
16 |
- |
$41.15 |
$1,294,000 |
32,526 |
1.66% |
73,000 |
1,166 |
0.001 |
Telecom Services - Do... |
|
UNH |
Unitedhealth Group Inc |
17 |
- |
$495.37 |
$1,276,000 |
2,721 |
1.64% |
-100,000 |
57 |
0 |
Health Care Plans |
|
DUK |
Duke Energy Corp |
18 |
- |
$103.57 |
$1,235,000 |
13,293 |
1.59% |
-26,000 |
142 |
0.002 |
Electric Utilities |
|
CMCSA |
Comcast Corp |
19 |
- |
$40.03 |
$1,156,000 |
29,560 |
1.49% |
-84,000 |
401 |
0.001 |
CATV Systems |
|
LH |
Laboratory Corp of America |
22 |
- |
$210.59 |
$1,020,000 |
5,049 |
1.31% |
-115,000 |
56 |
0.005 |
Medical Laboratories ... |
|
COF |
Capital One Financial Corp |
25 |
- |
$137.63 |
$709,000 |
5,200 |
0.91% |
86,000 |
210 |
0.001 |
Credit Services |
|
D |
Dominion Energy Inc |
28 |
- |
$53.92 |
$652,000 |
13,920 |
0.84% |
22,000 |
71 |
0.002 |
Electric Utilities |
|
TSLA |
Tesla Motors Inc |
29 |
- |
$177.81 |
$522,000 |
3,323 |
0.67% |
-165,000 |
79 |
0 |
Auto Manufacturers |
|
DOL |
WisdomTree Trust Internatio... |
30 |
- |
$50.63 |
$406,000 |
8,200 |
0.52% |
18,000 |
159 |
0.107 |
Closed - End Fund - E... |
|
VPU |
Vanguard Utilities VIPERS |
31 |
- |
$157.43 |
$369,000 |
2,715 |
0.47% |
26,000 |
110 |
0.009 |
Closed - End Fund - E... |
|
DGS |
Wisdomtree Emerging Mkts Sm... |
33 |
- |
$51.60 |
$302,000 |
6,097 |
0.39% |
22,000 |
214 |
0.007 |
Closed - End Fund - Debt |
|
ABBV |
Abbvie Inc. |
34 |
- |
$161.24 |
$286,000 |
1,759 |
0.37% |
5,000 |
40 |
0 |
Drug Manufacturers - ... |
|
COP |
ConocoPhillips |
40 |
- |
$116.48 |
$230,000 |
1,775 |
0.3% |
230,000 |
1,775 |
0 |
Integrated Oil & Gas |
|