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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:  Closed 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
   (STZ)1 Year Chart         STZ Constellation Brands Inc 53 Closed $252.29 $0 0 0% -330,000 -1,301 0    Beverage - Wineries &...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 46 Closed $0.00 $0 0 0% -4,143,000 -75,046 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 52 Closed $412.76 $0 0 0% -210,000 -579 0    Property & Casualty I...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 45 Closed $58.13 $0 0 0% -228,000 -3,866 0    Closed - End Fund - Debt
   (PWR)1 Year Chart         PWR Quanta Services Inc 51 Closed $270.79 $0 0 0% -1,020,000 -5,054 0    General Contractors
   (WRK)1 Year Chart         WRK Westrock Co 44 Closed $52.88 $0 0 0% -294,000 -7,256 0    N/A
   (DLS)1 Year Chart         DLS WisdomTree Trust Internatio... 50 Closed $62.48 $0 0 0% -335,000 -5,417 0    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 43 Closed $189.72 $0 0 0% -6,473,000 -34,314 0    Personal Computers
   (T)1 Year Chart         T AT&T Corp 49 Closed $17.33 $0 0 0% -170,000 -10,388 0    Long Distance Carriers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 55 Closed $185.99 $0 0 0% -2,825,000 -18,405 0    Internet Software & S...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 48 Closed $159.67 $0 0 0% -1,753,000 -10,778 0    Semiconductor- Broad...
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 54 Closed $17.35 $0 0 0% -615,000 -36,469 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 47 Closed $452.90 $0 0 0% -728,000 -1,762 0    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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