0001763722-21-000002.txt : 20210421 0001763722-21-000002.hdr.sgml : 20210421 20210421120458 ACCESSION NUMBER: 0001763722-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210421 DATE AS OF CHANGE: 20210421 EFFECTIVENESS DATE: 20210421 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: 21840326 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 03-31-2021 03-31-2021 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 04-21-2021 0 70 132922 false INFORMATION TABLE 2 meridianq12021_13f.xml MERIDIAN INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 275 2914 SH SOLE 0 0 2914 DISNEY WALT CO COM 254687106 1619 8857 SH SOLE 0 0 8857 PFIZER INC COM 717081103 416 10667 SH SOLE 0 0 10667 DANAHER CORPORATION COM 235851102 557 2304 SH SOLE 0 0 2304 KIMBERLY-CLARK CORP COM 494368103 210 1475 SH SOLE 0 0 1475 PEPSICO INC COM 713448108 311 2136 SH SOLE 0 0 2136 CVS HEALTH CORP COM 126650100 860 11334 SH SOLE 0 0 11334 NEXTERA ENERGY INC COM 65339F101 1407 17469 SH SOLE 0 0 17469 UNION PAC CORP COM 907818108 666 3020 SH SOLE 0 0 3020 AMAZON COM INC COM 023135106 2358 707 SH SOLE 0 0 707 AT&T INC COM 00206R102 360 12028 SH SOLE 0 0 12028 MERCK & CO. INC COM 58933Y105 1184 15071 SH SOLE 0 0 15071 APPLE INC COM 037833100 4305 32344 SH SOLE 0 0 32344 LOWES COS INC COM 548661107 207 1023 SH SOLE 0 0 1023 TRUIST FINL CORP COM 89832Q109 328 5881 SH SOLE 0 0 5881 PROCTER AND GAMBLE CO COM 742718109 1564 11351 SH SOLE 0 0 11351 WISDOMTREE TR US LARGECAP DIVD 97717W307 8104 68571 SH SOLE 0 0 68571 WISDOMTREE TR US QTLY DIV GRT 97717X669 2376 40340 SH SOLE 0 0 40340 DUKE ENERGY CORP NEW COM NEW 26441C204 1059 10446 SH SOLE 0 0 10446 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 17272 356720 SH SOLE 0 0 356720 INTEL CORP COM 458140100 564 8992 SH SOLE 0 0 8992 US BANCORP DEL COM NEW 902973304 958 17036 SH SOLE 0 0 17036 JPMORGAN CHASE & CO COM 46625H100 1033 6920 SH SOLE 0 0 6920 COMCAST CORP NEW CL A 20030N101 1140 21044 SH SOLE 0 0 21044 CISCO SYS INC COM 17275R102 264 5095 SH SOLE 0 0 5095 ISHARES TR CORE MSCI TOTAL 46432F834 3884 54109 SH SOLE 0 0 54109 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 411 19009 SH SOLE 0 0 19009 ISHARES TR RUSSELL 3000 ETF 464287689 8937 36332 SH SOLE 0 0 36332 EXXON MOBIL CORP COM 30231G102 1330 24048 SH SOLE 0 0 24048 ASPEN TECHNOLOGY INC COM 045327103 627 4200 SH SOLE 0 0 4200 CHEVRON CORP NEW COM 166764100 1053 10396 SH SOLE 0 0 10396 ONEOK INC NEW COM 682680103 252 4978 SH SOLE 0 0 4978 CONSTELLATION BRANDS INC CL A 21036P108 761 3195 SH SOLE 0 0 3195 VISA INC COM CL A 92826C839 1546 6926 SH SOLE 0 0 6926 ISHARES TR CORE DIV GRWTH 46434V621 1715 34471 SH SOLE 0 0 34471 MONDELEZ INTL INC CL A 609207105 202 3410 SH SOLE 0 0 3410 LABORATORY CORP AMER HLDGS COM NEW 50540R409 988 3800 SH SOLE 0 0 3800 EXELON CORP COM 30161N101 682 14895 SH SOLE 0 0 14895 VANGUARD INDEX FDS TOTAL STK MKT 922908769 931 4356 SH SOLE 0 0 4356 HOME DEPOT INC COM 437076102 526 1623 SH SOLE 0 0 1623 L3HARRIS TECHNOLOGIES INC COM 502431109 837 3983 SH SOLE 0 0 3983 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 281 13786 SH SOLE 0 0 13786 SALESFORCE COM INC COM 79466L302 288 1264 SH SOLE 0 0 1264 INVESCO QQQ TR UNIT SER 1 46090E103 606 1800 SH SOLE 0 0 1800 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 328 1051 SH SOLE 0 0 1051 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14673 38720 SH SOLE 0 0 38720 AMERICAN ELEC PWR CO INC COM 025537101 718 7965 SH SOLE 0 0 7965 INTERNATIONAL BUSINESS MACHS COM 459200101 725 5244 SH SOLE 0 0 5244 SIRIUS XM HOLDINGS INC COM 82968B103 159 25263 SH SOLE 0 0 25263 VERIZON COMMUNICATIONS INC COM 92343V104 1407 24089 SH SOLE 0 0 24089 UNITEDHEALTH GROUP INC COM 91324P102 826 2082 SH SOLE 0 0 2082 DOMINION ENERGY INC COM 25746U109 952 11886 SH SOLE 0 0 11886 RAYTHEON TECHNOLOGIES CORP COM 75513E101 716 9292 SH SOLE 0 0 9292 ISHARES TR CORE S&P MCP ETF 464287507 331 1243 SH SOLE 0 0 1243 MICROSOFT CORP COM 594918104 3620 14018 SH SOLE 0 0 14018 TYSON FOODS INC CL A 902494103 392 4994 SH SOLE 0 0 4994 ADOBE SYSTEMS INCORPORATED COM 00724F101 722 1405 SH SOLE 0 0 1405 ISHARES TR RUS MID CAP ETF 464287499 6702 88040 SH SOLE 0 0 88040 ALPHABET INC CAP STK CL A 02079K305 1427 626 SH SOLE 0 0 626 SPDR SER TR AEROSPACE DEF 78464A631 312 2500 SH SOLE 0 0 2500 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12434 245053 SH SOLE 0 0 245053 ALPHABET INC CAP STK CL C 02079K107 1133 494 SH SOLE 0 0 494 ISHARES TR 20 YR TR BD ETF 464287432 624 4472 SH SOLE 0 0 4472 VERTEX PHARMACEUTICALS INC COM 92532F100 598 2714 SH SOLE 0 0 2714 VMWARE INC CL A COM 928563402 702 4234 SH SOLE 0 0 4234 ISHARES TR CORE S&P500 ETF 464287200 3728 9008 SH SOLE 0 0 9008 UNITED PARCEL SERVICE INC CL B 911312106 1188 6609 SH SOLE 0 0 6609 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 410 8173 SH SOLE 0 0 8173 JOHNSON & JOHNSON COM 478160104 2178 13083 SH SOLE 0 0 13083 PAYPAL HLDGS INC COM 70450Y103 663 2508 SH SOLE 0 0 2508