0001763722-20-000002.txt : 20200421 0001763722-20-000002.hdr.sgml : 20200421 20200421084701 ACCESSION NUMBER: 0001763722-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200421 DATE AS OF CHANGE: 20200421 EFFECTIVENESS DATE: 20200421 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: 20804045 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 03-31-2020 03-31-2020 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 04-21-2020 0 50 92585 false INFORMATION TABLE 2 1q2020_meridian13f.xml MERIDIAN INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 3485 12119 SH SOLE 0 0 12119 ISHARES TR RUSSELL 3000 ETF 464287689 5697 34575 SH SOLE 0 0 34575 AMAZON COM INC COM 023135106 1254 528 SH SOLE 0 0 528 BRISTOL-MYERS SQUIBB CO COM 110122108 420 6934 SH SOLE 0 0 6934 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 730 3820 SH SOLE 0 0 3820 ORACLE CORP COM 68389X105 636 11652 SH SOLE 0 0 11652 DISNEY WALT CO COM DISNEY 254687106 734 6887 SH SOLE 0 0 6887 US BANCORP DEL COM NEW 902973304 403 11484 SH SOLE 0 0 11484 JOHNSON & JOHNSON COM 478160104 1343 8832 SH SOLE 0 0 8832 EXELON CORP COM 30161N101 393 10230 SH SOLE 0 0 10230 CHEVRON CORP NEW COM 166764100 540 6194 SH SOLE 0 0 6194 MICROSOFT CORP COM 594918104 1872 10479 SH SOLE 0 0 10479 UNITED PARCEL SERVICE INC CL B 911312106 638 6214 SH SOLE 0 0 6214 INTERNATIONAL BUSINESS MACHS COM 459200101 370 3083 SH SOLE 0 0 3083 VERIZON COMMUNICATIONS INC COM 92343V104 945 16166 SH SOLE 0 0 16166 ISHARES TR RUS MID CAP ETF 464287499 5310 110538 SH SOLE 0 0 110538 EXXON MOBIL CORP COM 30231G102 577 13350 SH SOLE 0 0 13350 UNION PAC CORP COM 907818108 600 4004 SH SOLE 0 0 4004 CVS HEALTH CORP COM 126650100 592 9343 SH SOLE 0 0 9343 DOMINION ENERGY INC COM 25746U109 610 7480 SH SOLE 0 0 7480 DANAHER CORPORATION COM 235851102 515 3293 SH SOLE 0 0 3293 MERCK & CO. INC COM 58933Y105 318 3815 SH SOLE 0 0 3815 PROCTER & GAMBLE CO COM 742718109 1125 9019 SH SOLE 0 0 9019 JPMORGAN CHASE & CO COM 46625H100 551 5793 SH SOLE 0 0 5793 BOOKING HLDGS INC COM 09857L108 424 288 SH SOLE 0 0 288 UNITEDHEALTH GROUP INC COM 91324P102 538 1853 SH SOLE 0 0 1853 UNITED TECHNOLOGIES CORP COM 913017109 459 6954 SH SOLE 0 0 6954 COMCAST CORP NEW CL A 20030N101 578 15179 SH SOLE 0 0 15179 VANGUARD INDEX FDS TOTAL STK MKT 922908769 606 4232 SH SOLE 0 0 4232 NEXTERA ENERGY INC COM 65339F101 731 2969 SH SOLE 0 0 2969 DUKE ENERGY CORP NEW COM NEW 26441C204 576 6391 SH SOLE 0 0 6391 CONSTELLATION BRANDS INC CL A 21036P108 383 2356 SH SOLE 0 0 2356 APPLE INC COM 037833100 1918 6782 SH SOLE 0 0 6782 LABORATORY CORP AMER HLDGS COM NEW 50540R409 483 3252 SH SOLE 0 0 3252 ALPHABET INC CAP STK CL A 02079K305 789 617 SH SOLE 0 0 617 ASPEN TECHNOLOGY INC COM 045327103 421 4200 SH SOLE 0 0 4200 WISDOMTREE TR INTL SMCAP DIV 97717W760 470 9386 SH SOLE 0 0 9386 WISDOMTREE TR US LARGECAP DIVD 97717W307 5868 65371 SH SOLE 0 0 65371 FAUQUIER BANKSHARES INC VA COM 312059108 2818 220171 SH SOLE 0 0 220171 VISA INC COM CL A 92826C839 1030 6075 SH SOLE 0 0 6075 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11024 42588 SH SOLE 0 0 42588 ISHARES TR CORE MSCI TOTAL 46432F834 2334 47722 SH SOLE 0 0 47722 WISDOMTREE TR US QTLY DIV GRT 97717X669 1354 31570 SH SOLE 0 0 31570 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 273 12638 SH SOLE 0 0 12638 VEEVA SYS INC CL A COM 922475108 522 2880 SH SOLE 0 0 2880 ALPHABET INC CAP STK CL C 02079K107 422 329 SH SOLE 0 0 329 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 18820 384786 SH SOLE 0 0 384786 PAYPAL HLDGS INC COM 70450Y103 581 5197 SH SOLE 0 0 5197 TWILIO INC CL A 90138F102 457 4239 SH SOLE 0 0 4239 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 9048 180415 SH SOLE 0 0 180415