0001763722-19-000002.txt : 20190501 0001763722-19-000002.hdr.sgml : 20190501 20190501164840 ACCESSION NUMBER: 0001763722-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190501 DATE AS OF CHANGE: 20190501 EFFECTIVENESS DATE: 20190501 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: 19788276 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 03-31-2019 03-31-2019 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 05-01-2019 0 51 88322 false INFORMATION TABLE 2 mfp1q2019_13f.xml MERIDIAN INFORMATION TABLE DOMINION ENERGY INC COM 25746U109 444 5900 SH SOLE 0 0 5900 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 244 11593 SH SOLE 0 0 11593 ALPHABET INC CAP STK CL C 02079K107 477 386 SH SOLE 0 0 386 UNION PACIFIC CORP COM 907818108 576 3400 SH SOLE 0 0 3400 EXXON MOBIL CORP COM 30231G102 1061 13028 SH SOLE 0 0 13028 MICROSOFT CORP COM 594918104 1399 11487 SH SOLE 0 0 11487 BB&T CORP COM 054937107 215 4306 SH SOLE 0 0 4306 HOME DEPOT INC COM 437076102 682 3303 SH SOLE 0 0 3303 ISHARES TR CORE S&P500 ETF 464287200 4303 14768 SH SOLE 0 0 14768 ISHARES TR CORE MSCI TOTAL 46432F834 2353 39265 SH SOLE 0 0 39265 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 755 3589 SH SOLE 0 0 3589 UNITED TECHNOLOGIES CORP COM 913017109 652 4801 SH SOLE 0 0 4801 PAYPAL HLDGS INC COM 70450Y103 484 4448 SH SOLE 0 0 4448 DISNEY WALT CO COM DISNEY 254687106 846 6424 SH SOLE 0 0 6424 LABORATORY CORP AMER HLDGS COM NEW 50540R409 328 2273 SH SOLE 0 0 2273 BOOKING HLDGS INC COM 09857L108 373 203 SH SOLE 0 0 203 WISDOMTREE TR INTL SMCAP DIV 97717W760 8155 119964 SH SOLE 0 0 119964 US BANCORP DEL COM NEW 902973304 518 10216 SH SOLE 0 0 10216 MERCK & CO INC COM 58933Y105 310 4195 SH SOLE 0 0 4195 CHEVRON CORP NEW COM 166764100 792 6588 SH SOLE 0 0 6588 DUKE ENERGY CORP NEW COM NEW 26441C204 433 4862 SH SOLE 0 0 4862 FAUQUIER BANKSHARES INC VA COM 312059108 4711 223390 SH SOLE 0 0 223390 BRISTOL MYERS SQUIBB CO COM 110122108 255 5561 SH SOLE 0 0 5561 VERIZON COMMUNICATIONS INC COM 92343V104 939 16257 SH SOLE 0 0 16257 OCCIDENTAL PETE CORP COM 674599105 231 3685 SH SOLE 0 0 3685 JPMORGAN CHASE & CO COM 46625H100 516 4513 SH SOLE 0 0 4513 AMAZON COM INC COM 023135106 910 488 SH SOLE 0 0 488 BOEING CO COM 097023105 283 749 SH SOLE 0 0 749 UNITEDHEALTH GROUP INC COM 91324P102 345 1590 SH SOLE 0 0 1590 ISHARES TR RUSSELL 3000 ETF 464287689 5181 30361 SH SOLE 0 0 30361 ISHARES TR RUS MID CAP ETF 464287499 5504 99880 SH SOLE 0 0 99880 VALERO ENERGY CORP NEW COM 91913Y100 246 2753 SH SOLE 0 0 2753 VISA INC COM CL A 92826C839 898 5597 SH SOLE 0 0 5597 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 16226 337757 SH SOLE 0 0 337757 ASPEN TECHNOLOGY INC COM 045327103 455 4200 SH SOLE 0 0 4200 ORACLE CORP COM 68389X105 555 10181 SH SOLE 0 0 10181 UNITED PARCEL SERVICE INC CL B 911312106 668 5836 SH SOLE 0 0 5836 JOHNSON & JOHNSON COM 478160104 1148 8288 SH SOLE 0 0 8288 EXELON CORP COM 30161N101 449 9180 SH SOLE 0 0 9180 PROCTER AND GAMBLE CO COM 742718109 970 9165 SH SOLE 0 0 9165 WISDOMTREE TR US LARGECAP DIVD 97717W307 5973 61914 SH SOLE 0 0 61914 WALGREENS BOOTS ALLIANCE INC COM 931427108 308 5590 SH SOLE 0 0 5590 APPLIED MATLS INC COM 038222105 282 6428 SH SOLE 0 0 6428 ALPHABET INC CAP STK CL A 02079K305 728 587 SH SOLE 0 0 587 NEXTERA ENERGY INC COM 65339F101 526 2775 SH SOLE 0 0 2775 COMCAST CORP NEW CL A 20030N101 593 13923 SH SOLE 0 0 13923 CVS HEALTH CORP COM 126650100 439 8361 SH SOLE 0 0 8361 DANAHER CORPORATION COM 235851102 345 2764 SH SOLE 0 0 2764 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11020 41455 SH SOLE 0 0 41455 APPLE INC COM 037833100 1660 8171 SH SOLE 0 0 8171 INTERNATIONAL BUSINESS MACHS COM 459200101 558 4009 SH SOLE 0 0 4009