0001763722-21-000003.txt : 20211025 0001763722-21-000003.hdr.sgml : 20211025 20211025085342 ACCESSION NUMBER: 0001763722-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211025 DATE AS OF CHANGE: 20211025 EFFECTIVENESS DATE: 20211025 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: 211342239 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 09-30-2021 09-30-2021 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 10-25-2021 0 80 148990 false INFORMATION TABLE 2 Meridian13F_3q2021.xml ACTIVISION BLIZZARD INC COM 00507V109 254 3390 SH SOLE 0 0 0 3390 DISNEY WALT CO COM 254687106 1571 9081 SH SOLE 0 0 0 9081 PFIZER INC COM 717081103 446 10766 SH SOLE 0 0 0 10766 DANAHER CORPORATION COM 235851102 742 2508 SH SOLE 0 0 0 2508 PEPSICO INC COM 713448108 335 2136 SH SOLE 0 0 0 2136 CVS HEALTH CORP COM 126650100 978 11765 SH SOLE 0 0 0 11765 NEXTERA ENERGY INC COM 65339F101 1449 18067 SH SOLE 0 0 0 18067 WISDOMTREE TR INTL LRGCAP DV 97717W794 327 6814 SH SOLE 0 0 0 6814 UNION PAC CORP COM 907818108 713 3302 SH SOLE 0 0 0 3302 AMAZON COM INC COM 023135106 2335 719 SH SOLE 0 0 0 719 VANGUARD WORLD FDS UTILITIES ETF 92204A876 403 2835 SH SOLE 0 0 0 2835 CATERPILLAR INC COM 149123101 295 1560 SH SOLE 0 0 0 1560 WISDOMTREE TR EMG MKTS SMCAP 97717W281 274 5174 SH SOLE 0 0 0 5174 AT&T INC COM 00206R102 317 12542 SH SOLE 0 0 0 12542 APPLE INC COM 037833100 4756 33611 SH SOLE 0 0 0 33611 LOWES COS INC COM 548661107 217 1023 SH SOLE 0 0 0 1023 TRUIST FINL CORP COM 89832Q109 350 5838 SH SOLE 0 0 0 5838 PROCTER AND GAMBLE CO COM 742718109 1668 11712 SH SOLE 0 0 0 11712 WISDOMTREE TR US LARGECAP DIVD 97717W307 8799 72736 SH SOLE 0 0 0 72736 DUKE ENERGY CORP NEW COM NEW 26441C204 1081 10739 SH SOLE 0 0 0 10739 WISDOMTREE TR US QTLY DIV GRT 97717X669 2702 45416 SH SOLE 0 0 0 45416 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 15778 329057 SH SOLE 0 0 0 329057 INTEL CORP COM 458140100 478 9162 SH SOLE 0 0 0 9162 US BANCORP DEL COM NEW 902973304 1109 18049 SH SOLE 0 0 0 18049 JPMORGAN CHASE & CO COM 46625H100 1153 7163 SH SOLE 0 0 0 7163 COMCAST CORP NEW CL A 20030N101 1142 21817 SH SOLE 0 0 0 21817 CISCO SYS INC COM 17275R102 277 5095 SH SOLE 0 0 0 5095 ISHARES TR CORE MSCI TOTAL 46432F834 4125 57408 SH SOLE 0 0 0 57408 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 810 37616 SH SOLE 0 0 0 37616 908 DEVICES INC 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SOLE 0 0 0 13049 HOME DEPOT INC COM 437076102 563 1663 SH SOLE 0 0 0 1663 VANGUARD INDEX FDS TOTAL STK MKT 922908769 983 4356 SH SOLE 0 0 0 4356 L3HARRIS TECHNOLOGIES INC COM 502431109 966 4119 SH SOLE 0 0 0 4119 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 723 35298 SH SOLE 0 0 0 35298 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 229 10869 SH SOLE 0 0 0 10869 SALESFORCE COM INC COM 79466L302 545 1916 SH SOLE 0 0 0 1916 COCA COLA CO COM 191216100 214 3947 SH SOLE 0 0 0 3947 INVESCO QQQ TR UNIT SER 1 46090E103 677 1880 SH SOLE 0 0 0 1880 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 356 1064 SH SOLE 0 0 0 1064 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16240 40597 SH SOLE 0 0 0 40597 INTERNATIONAL BUSINESS MACHS COM 459200101 789 5606 SH SOLE 0 0 0 5606 SIRIUS XM HOLDINGS INC COM 82968B103 147 24347 SH SOLE 0 0 0 24347 VERIZON COMMUNICATIONS INC COM 92343V104 1311 25526 SH SOLE 0 0 0 25526 UNITEDHEALTH GROUP INC COM 91324P102 876 2171 SH SOLE 0 0 0 2171 DOMINION ENERGY INC COM 25746U109 1164 15863 SH SOLE 0 0 0 15863 MERCK & CO INC COM 58933Y105 1297 16422 SH SOLE 0 0 0 16422 MICROSOFT CORP COM 594918104 4309 14714 SH SOLE 0 0 0 14714 ISHARES TR CORE S&P MCP ETF 464287507 335 1243 SH SOLE 0 0 0 1243 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 296 13681 SH SOLE 0 0 0 13681 TYSON FOODS INC CL A 902494103 422 5315 SH SOLE 0 0 0 5315 ADOBE SYSTEMS INCORPORATED COM 00724F101 778 1340 SH SOLE 0 0 0 1340 ISHARES TR RUS MID CAP ETF 464287499 6844 85435 SH SOLE 0 0 0 85435 ALPHABET INC CAP STK CL A 02079K305 1722 631 SH SOLE 0 0 0 631 WISDOMTREE TR INTL SMCAP DIV 97717W760 345 4641 SH SOLE 0 0 0 4641 SPDR SER TR AEROSPACE DEF 78464A631 307 2500 SH SOLE 0 0 0 2500 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 12371 244155 SH SOLE 0 0 0 244155 ALPHABET INC CAP STK CL C 02079K107 1348 493 SH SOLE 0 0 0 493 VERTEX PHARMACEUTICALS INC COM 92532F100 521 2889 SH SOLE 0 0 0 2889 VMWARE INC CL A COM 928563402 664 4461 SH SOLE 0 0 0 4461 NEWMONT CORP COM 651639106 634 11248 SH SOLE 0 0 0 11248 ISHARES TR CORE S&P500 ETF 464287200 4306 9859 SH SOLE 0 0 0 9859 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 212 9590 SH SOLE 0 0 0 9590 UNITED PARCEL SERVICE INC CL B 911312106 1228 6746 SH SOLE 0 0 0 6746 JOHNSON & JOHNSON COM 478160104 2170 13629 SH SOLE 0 0 0 13629 PAYPAL HLDGS INC COM 70450Y103 636 2487 SH SOLE 0 0 0 2487