0001763722-19-000004.txt : 20191007 0001763722-19-000004.hdr.sgml : 20191007 20191007083325 ACCESSION NUMBER: 0001763722-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191007 DATE AS OF CHANGE: 20191007 EFFECTIVENESS DATE: 20191007 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: 191139703 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 09-30-2019 09-30-2019 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N Sarah Yakel 540-878-5479 Sarah Yakel Warrenton VA 10-07-2019 0 49 89112 false INFORMATION TABLE 2 3q19meridian13f.xml MERIDIAN INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 405 344 SH SOLE 0 0 344 ALPHABET INC CAP STK CL A 02079K305 722 613 SH SOLE 0 0 613 AMAZON COM INC COM 023135106 884 516 SH SOLE 0 0 516 APPLE INC COM 037833100 1439 6571 SH SOLE 0 0 6571 ASPEN TECHNOLOGY INC COM 045327103 492 4200 SH SOLE 0 0 4200 BB&T CORP COM 054937107 232 4534 SH SOLE 0 0 4534 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 748 3683 SH SOLE 0 0 3683 BOEING CO COM 097023105 258 701 SH SOLE 0 0 701 BOOKING HLDGS INC COM 09857L108 441 227 SH SOLE 0 0 227 BRISTOL MYERS SQUIBB CO COM 110122108 333 6771 SH SOLE 0 0 6771 CHEVRON CORP NEW COM 166764100 759 6757 SH SOLE 0 0 6757 COMCAST CORP NEW CL A 20030N101 633 14359 SH SOLE 0 0 14359 CVS HEALTH CORP COM 126650100 543 8836 SH SOLE 0 0 8836 DANAHER CORPORATION COM 235851102 421 3067 SH SOLE 0 0 3067 DISNEY WALT CO COM DISNEY 254687106 837 6483 SH SOLE 0 0 6483 DOMINION ENERGY INC COM 25746U109 585 7312 SH SOLE 0 0 7312 DUKE ENERGY CORP NEW COM NEW 26441C204 560 5915 SH SOLE 0 0 5915 EXELON CORP COM 30161N101 509 10683 SH SOLE 0 0 10683 EXXON MOBIL CORP COM 30231G102 816 12151 SH SOLE 0 0 12151 FAUQUIER BANKSHARES INC VA COM 312059108 4326 222671 SH SOLE 0 0 222671 INTERNATIONAL BUSINESS MACHS COM 459200101 533 3765 SH SOLE 0 0 3765 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 258 11981 SH SOLE 0 0 11981 ISHARES TR CORE MSCI TOTAL 46432F834 2373 42118 SH SOLE 0 0 42118 ISHARES TR CORE S&P500 ETF 464287200 3630 12534 SH SOLE 0 0 12534 ISHARES TR RUSSELL 3000 ETF 464287689 5410 32086 SH SOLE 0 0 32086 ISHARES TR RUS MID CAP ETF 464287499 5529 101780 SH SOLE 0 0 101780 JOHNSON & JOHNSON COM 478160104 1142 8650 SH SOLE 0 0 8650 JPMORGAN CHASE & CO COM 46625H100 530 4677 SH SOLE 0 0 4677 LABORATORY CORP AMER HLDGS COM NEW 50540R409 412 2505 SH SOLE 0 0 2505 MERCK & CO INC COM 58933Y105 311 3815 SH SOLE 0 0 3815 MICROSOFT CORP COM 594918104 1485 11025 SH SOLE 0 0 11025 NEXTERA ENERGY INC COM 65339F101 680 2967 SH SOLE 0 0 2967 ORACLE CORP COM 68389X105 569 10706 SH SOLE 0 0 10706 PAYPAL HLDGS INC COM 70450Y103 471 4722 SH SOLE 0 0 4722 PROCTER & GAMBLE CO COM 742718109 1113 9192 SH SOLE 0 0 9192 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 18154 368689 SH SOLE 0 0 368689 UNION PACIFIC CORP COM 907818108 539 3548 SH SOLE 0 0 3548 UNITED PARCEL SERVICE INC CL B 911312106 685 5948 SH SOLE 0 0 5948 UNITED TECHNOLOGIES CORP COM 913017109 652 4999 SH SOLE 0 0 4999 UNITEDHEALTH GROUP INC COM 91324P102 382 1762 SH SOLE 0 0 1762 US BANCORP DEL COM NEW 902973304 560 10596 SH SOLE 0 0 10596 VALERO ENERGY CORP NEW COM 91913Y100 275 3321 SH SOLE 0 0 3321 VANGUARD INDEX FDS TOTAL STK MKT 922908769 590 4022 SH SOLE 0 0 4022 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10851 41012 SH SOLE 0 0 41012 VERIZON COMMUNICATIONS INC COM 92343V104 909 15435 SH SOLE 0 0 15435 VISA INC COM CL A 92826C839 892 5255 SH SOLE 0 0 5255 WALGREENS BOOTS ALLIANCE INC COM 931427108 335 6341 SH SOLE 0 0 6341 WISDOMTREE TR INTL SMCAP DIV 97717W760 7810 125361 SH SOLE 0 0 125361 WISDOMTREE TR US LARGECAP DIVD 97717W307 6089 63451 SH SOLE 0 0 63451