0001763722-20-000004.txt : 20201102 0001763722-20-000004.hdr.sgml : 20201102 20201102165635 ACCESSION NUMBER: 0001763722-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201102 DATE AS OF CHANGE: 20201102 EFFECTIVENESS DATE: 20201102 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: 201281103 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 13F-HR LIVE false true false 0001763722 XXXXXXXX 09-30-2020 09-30-2020 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 11-02-2020 0 63 118632 false INFORMATION TABLE 2 meridia3q202_13f.xml MERIDIAN INFORMATION TABLE DISNEY WALT CO COM DISNEY 254687106 1103 8892 SH SOLE 0 0 8892 PFIZER INC COM 717081103 401 10585 SH SOLE 0 0 10585 DANAHER CORPORATION COM 235851102 431 1836 SH SOLE 0 0 1836 MICRON TECHNOLOGY INC COM 595112103 542 10386 SH SOLE 0 0 10386 PEPSICO INC COM 713448108 285 2066 SH SOLE 0 0 2066 CVS HEALTH CORP COM 126650100 649 10900 SH SOLE 0 0 10900 NEXTERA ENERGY INC COM 65339F101 1275 4212 SH SOLE 0 0 4212 UNION PAC CORP COM 907818108 485 2627 SH SOLE 0 0 2627 AMAZON COM INC COM 023135106 2392 746 SH SOLE 0 0 746 VANGUARD WORLD FDS UTILITIES ETF 92204A876 217 1546 SH SOLE 0 0 1546 AT&T INC COM 00206R102 240 8778 SH SOLE 0 0 8778 MERCK & CO. INC COM 58933Y105 549 6960 SH SOLE 0 0 6960 APPLE INC COM 037833100 3861 33558 SH SOLE 0 0 33558 ORACLE CORP COM 68389X105 693 12051 SH SOLE 0 0 12051 TRUIST FINL CORP COM 89832Q109 255 5931 SH SOLE 0 0 5931 PROCTER AND GAMBLE CO COM 742718109 1630 11537 SH SOLE 0 0 11537 WISDOMTREE TR US LARGECAP DIVD 97717W307 6489 66396 SH SOLE 0 0 66396 DUKE ENERGY CORP NEW COM NEW 26441C204 940 10088 SH SOLE 0 0 10088 FAUQUIER BANKSHARES INC VA COM 312059108 3390 216346 SH SOLE 0 0 216346 WISDOMTREE TR US QTLY DIV GRT 97717X669 2098 42154 SH SOLE 0 0 42154 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 20561 416970 SH SOLE 0 0 416970 INTEL CORP COM 458140100 364 7788 SH SOLE 0 0 7788 US BANCORP DEL COM NEW 902973304 671 16803 SH SOLE 0 0 16803 JPMORGAN CHASE & CO COM 46625H100 677 6684 SH SOLE 0 0 6684 COMCAST CORP NEW CL A 20030N101 910 20800 SH SOLE 0 0 20800 TREEHOUSE FOODS INC COM 89469A104 370 9078 SH SOLE 0 0 9078 ISHARES TR CORE MSCI TOTAL 46432F834 2982 50505 SH SOLE 0 0 50505 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 294 13462 SH SOLE 0 0 13462 BRISTOL-MYERS SQUIBB CO COM 110122108 624 10460 SH SOLE 0 0 10460 ISHARES TR RUSSELL 3000 ETF 464287689 7015 35141 SH SOLE 0 0 35141 EXXON MOBIL CORP COM 30231G102 771 23104 SH SOLE 0 0 23104 ASPEN TECHNOLOGY INC COM 045327103 520 4200 SH SOLE 0 0 4200 CHEVRON CORP NEW COM 166764100 630 8886 SH SOLE 0 0 8886 KIMBERLY CLARK CORP COM 494368103 200 1475 SH SOLE 0 0 1475 CONSTELLATION BRANDS INC CL A 21036P108 533 3048 SH SOLE 0 0 3048 VISA INC COM CL A 92826C839 1339 6936 SH SOLE 0 0 6936 LABORATORY CORP AMER HLDGS COM NEW 50540R409 772 3821 SH SOLE 0 0 3821 VERITIV CORP COM 923454102 483 29828 SH SOLE 0 0 29828 EXELON CORP COM 30161N101 584 14010 SH SOLE 0 0 14010 HOME DEPOT INC COM 437076102 419 1518 SH SOLE 0 0 1518 VANGUARD INDEX FDS TOTAL STK MKT 922908769 738 4251 SH SOLE 0 0 4251 INVESCO QQQ TR UNIT SER 1 46090E103 516 1840 SH SOLE 0 0 1840 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 334 1271 SH SOLE 0 0 1271 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11255 36097 SH SOLE 0 0 36097 INTERNATIONAL BUSINESS MACHS COM 459200101 550 4905 SH SOLE 0 0 4905 SIRIUS XM HOLDINGS INC COM 82968B103 141 24347 SH SOLE 0 0 24347 VERIZON COMMUNICATIONS INC COM 92343V104 1361 23549 SH SOLE 0 0 23549 UNITEDHEALTH GROUP INC COM 91324P102 630 1951 SH SOLE 0 0 1951 DOMINION ENERGY INC COM 25746U109 970 11866 SH SOLE 0 0 11866 RAYTHEON TECHNOLOGIES CORP COM 75513E101 537 8826 SH SOLE 0 0 8826 MICROSOFT CORP COM 594918104 2901 13810 SH SOLE 0 0 13810 ISHARES TR CORE S&P MCP ETF 464287507 240 1218 SH SOLE 0 0 1218 ISHARES TR RUS MID CAP ETF 464287499 6485 108192 SH SOLE 0 0 108192 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 1629 32489 SH SOLE 0 0 32489 ALPHABET INC CAP STK CL A 02079K305 1001 632 SH SOLE 0 0 632 SPDR SER TR AEROSPACE DEF 78464A631 224 2500 SH SOLE 0 0 2500 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11245 221363 SH SOLE 0 0 221363 ALPHABET INC CAP STK CL C 02079K107 746 469 SH SOLE 0 0 469 ISHARES TR 20 YR TR BD ETF 464287432 1635 10254 SH SOLE 0 0 10254 ISHARES TR CORE S&P500 ETF 464287200 3327 9768 SH SOLE 0 0 9768 UNITED PARCEL SERVICE INC CL B 911312106 1095 6519 SH SOLE 0 0 6519 JOHNSON & JOHNSON COM 478160104 1809 12564 SH SOLE 0 0 12564 PAYPAL HLDGS INC COM 70450Y103 619 3140 SH SOLE 0 0 3140