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  Name: Meridian Financial Partners LLC
  City: WARRENTON
  State: VA
  Zip: 20186
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $77,804,000
  Total Value Change : $-19,713,000
  Securities Held Change : -10
   
All Securities Held : 42
  New Positions : 2
  Closed Positions : 13
  Increased Positions : 21
  Unchanged Positions : 6
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 3 - $29.48 $5,800,000 202,095 7.45% -1,348,000 -43,781 0.066    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 4 - $113.12 $3,465,000 29,198 4.45% 636,000 -23 0.001    Integrated Oil & Gas
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 5 - $76.68 $2,794,000 38,314 3.59% 51,000 -540 0.029    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 6 - $70.09 $2,614,000 38,023 3.36% -44,000 -2,154 0.016    Closed - End Fund - E...
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 7 - $0.00 $2,305,000 43,741 2.96% -1,043,000 -22,055 0.049    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 11 - $197.26 $1,768,000 9,776 2.27% 130,000 -6 0    Domestic Money Center...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 12 - $342.18 $1,603,000 5,358 2.06% -1,055,000 -4,032 0.003    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 20 - $236.53 $1,105,000 3,985 1.42% -2,000 -50 0    Internet Software & S...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 23 - $704.11 $938,000 1,260 1.21% -233,000 -310 0.001    Information Technolog...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 24 - $0.00 $922,000 5,826 1.19% 25,000 -210 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp 35 - $834.30 $286,000 400 0.37% 8,000 -5 0    Discount, Variety Stores
   (BBT)1 Year Chart         BBT Truist Financial Corp 37 - $35.64 $248,000 6,972 0.32% -27,000 -671 0.001    Domestic Regional Banks
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 39 - $46.02 $239,000 4,989 0.31% -17,000 -52 0    Networking & Communic...
      13 Records Found
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