0001763722-21-000002.txt : 20210421
0001763722-21-000002.hdr.sgml : 20210421
20210421120458
ACCESSION NUMBER: 0001763722-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210421
DATE AS OF CHANGE: 20210421
EFFECTIVENESS DATE: 20210421
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: 21840326
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
03-31-2021
03-31-2021
Meridian Financial Partners LLC
39 S. 4TH STREET
WARRENTON
VA
20186
13F HOLDINGS REPORT
028-18963
N
Ashleigh C. Swayze
Counsel
6463953900
Ashleigh C. Swayze
Newtown
PA
04-21-2021
0
70
132922
false
INFORMATION TABLE
2
meridianq12021_13f.xml
MERIDIAN INFORMATION TABLE
ACTIVISION BLIZZARD INC
COM
00507V109
275
2914
SH
SOLE
0
0
2914
DISNEY WALT CO
COM
254687106
1619
8857
SH
SOLE
0
0
8857
PFIZER INC
COM
717081103
416
10667
SH
SOLE
0
0
10667
DANAHER CORPORATION
COM
235851102
557
2304
SH
SOLE
0
0
2304
KIMBERLY-CLARK CORP
COM
494368103
210
1475
SH
SOLE
0
0
1475
PEPSICO INC
COM
713448108
311
2136
SH
SOLE
0
0
2136
CVS HEALTH CORP
COM
126650100
860
11334
SH
SOLE
0
0
11334
NEXTERA ENERGY INC
COM
65339F101
1407
17469
SH
SOLE
0
0
17469
UNION PAC CORP
COM
907818108
666
3020
SH
SOLE
0
0
3020
AMAZON COM INC
COM
023135106
2358
707
SH
SOLE
0
0
707
AT&T INC
COM
00206R102
360
12028
SH
SOLE
0
0
12028
MERCK & CO. INC
COM
58933Y105
1184
15071
SH
SOLE
0
0
15071
APPLE INC
COM
037833100
4305
32344
SH
SOLE
0
0
32344
LOWES COS INC
COM
548661107
207
1023
SH
SOLE
0
0
1023
TRUIST FINL CORP
COM
89832Q109
328
5881
SH
SOLE
0
0
5881
PROCTER AND GAMBLE CO
COM
742718109
1564
11351
SH
SOLE
0
0
11351
WISDOMTREE TR
US LARGECAP DIVD
97717W307
8104
68571
SH
SOLE
0
0
68571
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2376
40340
SH
SOLE
0
0
40340
DUKE ENERGY CORP NEW
COM NEW
26441C204
1059
10446
SH
SOLE
0
0
10446
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
17272
356720
SH
SOLE
0
0
356720
INTEL CORP
COM
458140100
564
8992
SH
SOLE
0
0
8992
US BANCORP DEL
COM NEW
902973304
958
17036
SH
SOLE
0
0
17036
JPMORGAN CHASE & CO
COM
46625H100
1033
6920
SH
SOLE
0
0
6920
COMCAST CORP NEW
CL A
20030N101
1140
21044
SH
SOLE
0
0
21044
CISCO SYS INC
COM
17275R102
264
5095
SH
SOLE
0
0
5095
ISHARES TR
CORE MSCI TOTAL
46432F834
3884
54109
SH
SOLE
0
0
54109
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
411
19009
SH
SOLE
0
0
19009
ISHARES TR
RUSSELL 3000 ETF
464287689
8937
36332
SH
SOLE
0
0
36332
EXXON MOBIL CORP
COM
30231G102
1330
24048
SH
SOLE
0
0
24048
ASPEN TECHNOLOGY INC
COM
045327103
627
4200
SH
SOLE
0
0
4200
CHEVRON CORP NEW
COM
166764100
1053
10396
SH
SOLE
0
0
10396
ONEOK INC NEW
COM
682680103
252
4978
SH
SOLE
0
0
4978
CONSTELLATION BRANDS INC
CL A
21036P108
761
3195
SH
SOLE
0
0
3195
VISA INC
COM CL A
92826C839
1546
6926
SH
SOLE
0
0
6926
ISHARES TR
CORE DIV GRWTH
46434V621
1715
34471
SH
SOLE
0
0
34471
MONDELEZ INTL INC
CL A
609207105
202
3410
SH
SOLE
0
0
3410
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
988
3800
SH
SOLE
0
0
3800
EXELON CORP
COM
30161N101
682
14895
SH
SOLE
0
0
14895
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
931
4356
SH
SOLE
0
0
4356
HOME DEPOT INC
COM
437076102
526
1623
SH
SOLE
0
0
1623
L3HARRIS TECHNOLOGIES INC
COM
502431109
837
3983
SH
SOLE
0
0
3983
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
281
13786
SH
SOLE
0
0
13786
SALESFORCE COM INC
COM
79466L302
288
1264
SH
SOLE
0
0
1264
INVESCO QQQ TR
UNIT SER 1
46090E103
606
1800
SH
SOLE
0
0
1800
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
328
1051
SH
SOLE
0
0
1051
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
14673
38720
SH
SOLE
0
0
38720
AMERICAN ELEC PWR CO INC
COM
025537101
718
7965
SH
SOLE
0
0
7965
INTERNATIONAL BUSINESS MACHS
COM
459200101
725
5244
SH
SOLE
0
0
5244
SIRIUS XM HOLDINGS INC
COM
82968B103
159
25263
SH
SOLE
0
0
25263
VERIZON COMMUNICATIONS INC
COM
92343V104
1407
24089
SH
SOLE
0
0
24089
UNITEDHEALTH GROUP INC
COM
91324P102
826
2082
SH
SOLE
0
0
2082
DOMINION ENERGY INC
COM
25746U109
952
11886
SH
SOLE
0
0
11886
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
716
9292
SH
SOLE
0
0
9292
ISHARES TR
CORE S&P MCP ETF
464287507
331
1243
SH
SOLE
0
0
1243
MICROSOFT CORP
COM
594918104
3620
14018
SH
SOLE
0
0
14018
TYSON FOODS INC
CL A
902494103
392
4994
SH
SOLE
0
0
4994
ADOBE SYSTEMS INCORPORATED
COM
00724F101
722
1405
SH
SOLE
0
0
1405
ISHARES TR
RUS MID CAP ETF
464287499
6702
88040
SH
SOLE
0
0
88040
ALPHABET INC
CAP STK CL A
02079K305
1427
626
SH
SOLE
0
0
626
SPDR SER TR
AEROSPACE DEF
78464A631
312
2500
SH
SOLE
0
0
2500
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
12434
245053
SH
SOLE
0
0
245053
ALPHABET INC
CAP STK CL C
02079K107
1133
494
SH
SOLE
0
0
494
ISHARES TR
20 YR TR BD ETF
464287432
624
4472
SH
SOLE
0
0
4472
VERTEX PHARMACEUTICALS INC
COM
92532F100
598
2714
SH
SOLE
0
0
2714
VMWARE INC
CL A COM
928563402
702
4234
SH
SOLE
0
0
4234
ISHARES TR
CORE S&P500 ETF
464287200
3728
9008
SH
SOLE
0
0
9008
UNITED PARCEL SERVICE INC
CL B
911312106
1188
6609
SH
SOLE
0
0
6609
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
410
8173
SH
SOLE
0
0
8173
JOHNSON & JOHNSON
COM
478160104
2178
13083
SH
SOLE
0
0
13083
PAYPAL HLDGS INC
COM
70450Y103
663
2508
SH
SOLE
0
0
2508