0001763722-19-000003.txt : 20190719 0001763722-19-000003.hdr.sgml : 20190719 20190719162936 ACCESSION NUMBER: 0001763722-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190719 DATE AS OF CHANGE: 20190719 EFFECTIVENESS DATE: 20190719 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: 19963852 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 06-30-2019 06-30-2019 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 07-19-2019 0 50 89444 false INFORMATION TABLE 2 2q19meridian13f.xml MERIDIAN INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 4023 13404 SH SOLE 0 0 13404 ISHARES TR RUSSELL 3000 ETF 464287689 5377 30649 SH SOLE 0 0 30649 AMAZON COM INC COM 023135106 938 483 SH SOLE 0 0 483 BRISTOL MYERS SQUIBB CO COM 110122108 285 6200 SH SOLE 0 0 6200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 777 3609 SH SOLE 0 0 3609 BOEING CO COM 097023105 254 715 SH SOLE 0 0 715 ORACLE CORP COM 68389X105 608 10258 SH SOLE 0 0 10258 DISNEY WALT CO COM DISNEY 254687106 906 6359 SH SOLE 0 0 6359 US BANCORP DEL COM NEW 902973304 548 10216 SH SOLE 0 0 10216 JOHNSON & JOHNSON COM 478160104 1169 8316 SH SOLE 0 0 8316 EXELON CORP COM 30161N101 481 9775 SH SOLE 0 0 9775 CHEVRON CORP NEW COM 166764100 818 6621 SH SOLE 0 0 6621 MICROSOFT CORP COM 594918104 1539 11228 SH SOLE 0 0 11228 UNITED PARCEL SERVICE INC CL B 911312106 599 5853 SH SOLE 0 0 5853 BB&T CORP COM 054937107 215 4306 SH SOLE 0 0 4306 INTERNATIONAL BUSINESS MACHS COM 459200101 574 4058 SH SOLE 0 0 4058 VERIZON COMMUNICATIONS INC COM 92343V104 956 16396 SH SOLE 0 0 16396 ISHARES TR RUS MID CAP ETF 464287499 5687 100116 SH SOLE 0 0 100116 WALGREENS BOOTS ALLIANCE INC COM 931427108 313 5665 SH SOLE 0 0 5665 EXXON MOBIL CORP COM 30231G102 996 13080 SH SOLE 0 0 13080 APPLIED MATLS INC COM 038222105 307 6983 SH SOLE 0 0 6983 UNION PACIFIC CORP COM 907818108 578 3400 SH SOLE 0 0 3400 CVS HEALTH CORP COM 126650100 477 8579 SH SOLE 0 0 8579 DOMINION ENERGY INC COM 25746U109 460 5900 SH SOLE 0 0 5900 DANAHER CORPORATION COM 235851102 411 2847 SH SOLE 0 0 2847 MERCK & CO INC COM 58933Y105 324 3785 SH SOLE 0 0 3785 PROCTER AND GAMBLE CO COM 742718109 1037 9165 SH SOLE 0 0 9165 HOME DEPOT INC COM 437076102 691 3267 SH SOLE 0 0 3267 JPMORGAN CHASE & CO COM 46625H100 514 4526 SH SOLE 0 0 4526 BOOKING HLDGS INC COM 09857L108 408 212 SH SOLE 0 0 212 UNITEDHEALTH GROUP INC COM 91324P102 403 1633 SH SOLE 0 0 1633 UNITED TECHNOLOGIES CORP COM 913017109 640 4831 SH SOLE 0 0 4831 COMCAST CORP NEW CL A 20030N101 603 13923 SH SOLE 0 0 13923 NEXTERA ENERGY INC COM 65339F101 588 2824 SH SOLE 0 0 2824 DUKE ENERGY CORP NEW COM NEW 26441C204 455 5070 SH SOLE 0 0 5070 APPLE INC COM 037833100 1329 6507 SH SOLE 0 0 6507 VALERO ENERGY CORP NEW COM 91913Y100 243 2967 SH SOLE 0 0 2967 LABORATORY CORP AMER HLDGS COM NEW 50540R409 404 2273 SH SOLE 0 0 2273 ALPHABET INC CAP STK CL A 02079K305 668 590 SH SOLE 0 0 590 ASPEN TECHNOLOGY INC COM 045327103 537 4200 SH SOLE 0 0 4200 WISDOMTREE TR INTL SMCAP DIV 97717W760 7997 121475 SH SOLE 0 0 121475 WISDOMTREE TR US LARGECAP DIVD 97717W307 6128 62260 SH SOLE 0 0 62260 FAUQUIER BANKSHARES INC VA COM 312059108 4623 219841 SH SOLE 0 0 219841 VISA INC COM CL A 92826C839 969 5485 SH SOLE 0 0 5485 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11273 41147 SH SOLE 0 0 41147 ISHARES TR CORE MSCI TOTAL 46432F834 2347 39738 SH SOLE 0 0 39738 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 256 11981 SH SOLE 0 0 11981 ALPHABET INC CAP STK CL C 02079K107 413 365 SH SOLE 0 0 365 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 16777 342731 SH SOLE 0 0 342731 PAYPAL HLDGS INC COM 70450Y103 521 4448 SH SOLE 0 0 4448