0001763722-20-000001.txt : 20200113 0001763722-20-000001.hdr.sgml : 20200113 20200110175842 ACCESSION NUMBER: 0001763722-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200113 DATE AS OF CHANGE: 20200110 EFFECTIVENESS DATE: 20200113 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: 20522110 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 12-31-2019 12-31-2019 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 01-10-2020 0 50 99831 false INFORMATION TABLE 2 4q19meridian13f.xml MERIDIAN INFORMATION TABLE DOMINION ENERGY INC COM 25746U109 608 7438 SH SOLE 0 0 7438 MICROSOFT CORP COM 594918104 1758 10981 SH SOLE 0 0 10981 UNION PACIFIC CORP COM 907818108 644 3579 SH SOLE 0 0 3579 ALPHABET INC CAP STK CL C 02079K107 475 338 SH SOLE 0 0 338 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 258 11981 SH SOLE 0 0 11981 EXXON MOBIL CORP COM 30231G102 756 10922 SH SOLE 0 0 10922 ISHARES TR CORE S&P500 ETF 464287200 4009 12302 SH SOLE 0 0 12302 VANGUARD INDEX FDS TOTAL STK MKT 922908769 663 4022 SH SOLE 0 0 4022 ISHARES TR CORE MSCI TOTAL 46432F834 2762 44534 SH SOLE 0 0 44534 UNITED TECHNOLOGIES CORP COM 913017109 767 5001 SH SOLE 0 0 5001 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 850 3762 SH SOLE 0 0 3762 LABORATORY CORP AMER HLDGS COM NEW 50540R409 465 2673 SH SOLE 0 0 2673 PAYPAL HLDGS INC COM 70450Y103 543 4852 SH SOLE 0 0 4852 WISDOMTREE TR INTL SMCAP DIV 97717W760 9182 130056 SH SOLE 0 0 130056 DISNEY WALT CO COM DISNEY 254687106 946 6506 SH SOLE 0 0 6506 BOOKING HLDGS INC COM 09857L108 495 240 SH SOLE 0 0 240 US BANCORP DEL COM NEW 902973304 605 10601 SH SOLE 0 0 10601 VERIZON COMMUNICATIONS INC COM 92343V104 942 15771 SH SOLE 0 0 15771 BRISTOL MYERS SQUIBB CO COM 110122108 418 6552 SH SOLE 0 0 6552 CHEVRON CORP NEW COM 166764100 706 6002 SH SOLE 0 0 6002 FAUQUIER BANKSHARES INC VA COM 312059108 4734 220171 SH SOLE 0 0 220171 MERCK & CO INC COM 58933Y105 338 3815 SH SOLE 0 0 3815 DUKE ENERGY CORP NEW COM NEW 26441C204 543 6009 SH SOLE 0 0 6009 VANGUARD WORLD FDS UTILITIES ETF 92204A876 203 1438 SH SOLE 0 0 1438 AMAZON COM INC COM 023135106 978 517 SH SOLE 0 0 517 JPMORGAN CHASE & CO COM 46625H100 651 4753 SH SOLE 0 0 4753 UNITEDHEALTH GROUP INC COM 91324P102 527 1781 SH SOLE 0 0 1781 ISHARES TR RUSSELL 3000 ETF 464287689 6304 33197 SH SOLE 0 0 33197 BOEING CO COM 097023105 232 701 SH SOLE 0 0 701 ISHARES TR RUS MID CAP ETF 464287499 6411 107301 SH SOLE 0 0 107301 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 18939 385639 SH SOLE 0 0 385639 ORACLE CORP COM 68389X105 583 10771 SH SOLE 0 0 10771 VISA INC COM CL A 92826C839 1065 5551 SH SOLE 0 0 5551 VALERO ENERGY CORP NEW COM 91913Y100 318 3411 SH SOLE 0 0 3411 ASPEN TECHNOLOGY INC COM 045327103 551 4200 SH SOLE 0 0 4200 PROCTER & GAMBLE CO COM 742718109 1126 9190 SH SOLE 0 0 9190 UNITED PARCEL SERVICE INC CL B 911312106 703 6029 SH SOLE 0 0 6029 JOHNSON & JOHNSON COM 478160104 1267 8743 SH SOLE 0 0 8743 EXELON CORP COM 30161N101 439 9547 SH SOLE 0 0 9547 WISDOMTREE TR US LARGECAP DIVD 97717W307 6901 65177 SH SOLE 0 0 65177 WALGREENS BOOTS ALLIANCE INC COM 931427108 334 5980 SH SOLE 0 0 5980 COMCAST CORP NEW CL A 20030N101 655 14428 SH SOLE 0 0 14428 ALPHABET INC CAP STK CL A 02079K305 863 614 SH SOLE 0 0 614 CVS HEALTH CORP COM 126650100 672 9243 SH SOLE 0 0 9243 NEXTERA ENERGY INC COM 65339F101 724 3003 SH SOLE 0 0 3003 DANAHER CORPORATION COM 235851102 485 3105 SH SOLE 0 0 3105 APPLE INC COM 037833100 2019 6659 SH SOLE 0 0 6659 TRUIST FINL CORP COM 89832Q109 263 4737 SH SOLE 0 0 4737 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12747 42766 SH SOLE 0 0 42766 INTERNATIONAL BUSINESS MACHS COM 459200101 404 2985 SH SOLE 0 0 2985