0001763722-22-000006.txt : 20220729
0001763722-22-000006.hdr.sgml : 20220729
20220729120610
ACCESSION NUMBER: 0001763722-22-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220729
DATE AS OF CHANGE: 20220729
EFFECTIVENESS DATE: 20220729
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: 221118860
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
06-30-2022
06-30-2022
Meridian Financial Partners LLC
39 S. 4TH STREET
WARRENTON
VA
20186
13F HOLDINGS REPORT
028-18963
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
07-29-2022
0
88
147420
false
INFORMATION TABLE
2
Meridian13F_2q2022.xml
ABBVIE INC
COM
00287Y109
797
5272
SH
SOLE
0
0
5272
ADOBE SYSTEMS INCORPORATED
COM
00724F101
386
983
SH
SOLE
0
0
983
ALPHABET INC
CAP STK CL A
02079K305
1501
13277
SH
SOLE
0
0
13277
ALPHABET INC
CAP STK CL C
02079K107
1088
9580
SH
SOLE
0
0
9580
AMAZON COM INC
COM
023135106
1870
15459
SH
SOLE
0
0
15459
APPLE INC
COM
037833100
5166
32950
SH
SOLE
0
0
32950
ASPEN TECHNOLOGY INC
COM
29109X106
346
1764
SH
SOLE
0
0
1764
AT&T INC
COM
00206R102
255
13861
SH
SOLE
0
0
13861
BLACKROCK INC
COM
09247X101
369
573
SH
SOLE
0
0
573
BRISTOL-MYERS SQUIBB CO
COM
110122108
214
2862
SH
SOLE
0
0
2862
CAPITAL ONE FINL CORP
COM
14040H105
331
3038
SH
SOLE
0
0
3038
CATERPILLAR INC
COM
149123101
739
3990
SH
SOLE
0
0
3990
CHEVRON CORP NEW
COM
166764100
1761
11801
SH
SOLE
0
0
11801
CISCO SYS INC
COM
17275R102
223
5001
SH
SOLE
0
0
5001
COCA COLA CO
COM
191216100
278
4418
SH
SOLE
0
0
4418
COMCAST CORP NEW
CL A
20030N101
1083
24982
SH
SOLE
0
0
24982
CONSTELLATION BRANDS INC
CL A
21036P108
945
3852
SH
SOLE
0
0
3852
COSTCO WHSL CORP NEW
COM
22160K105
204
390
SH
SOLE
0
0
390
CVS HEALTH CORP
COM
126650100
1203
12549
SH
SOLE
0
0
12549
DANAHER CORPORATION
COM
235851102
453
1619
SH
SOLE
0
0
1619
DISNEY WALT CO
COM
254687106
1010
9761
SH
SOLE
0
0
9761
DOMINION ENERGY INC
COM
25746U109
1114
14064
SH
SOLE
0
0
14064
DUKE ENERGY CORP NEW
COM NEW
26441C204
1227
11521
SH
SOLE
0
0
11521
EXELON CORP
COM
30161N101
336
7558
SH
SOLE
0
0
7558
EXXON MOBIL CORP
COM
30231G102
2554
27895
SH
SOLE
0
0
27895
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
895
50063
SH
SOLE
0
0
50063
HOME DEPOT INC
COM
437076102
491
1641
SH
SOLE
0
0
1641
INTEL CORP
COM
458140100
360
8956
SH
SOLE
0
0
8956
INTERNATIONAL BUSINESS MACHS
COM
459200101
912
7060
SH
SOLE
0
0
7060
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
721
34375
SH
SOLE
0
0
34375
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
252
12235
SH
SOLE
0
0
12235
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
278
906
SH
SOLE
0
0
906
INVESCO QQQ TR
UNIT SER 1
46090E103
577
1880
SH
SOLE
0
0
1880
ISHARES TR
RUS MID CAP ETF
464287499
2266
32769
SH
SOLE
0
0
32769
ISHARES TR
RUS TP200 GR ETF
464289438
2282
16862
SH
SOLE
0
0
16862
ISHARES TR
CORE S&P MCP ETF
464287507
299
1225
SH
SOLE
0
0
1225
ISHARES TR
RUS 2000 VAL ETF
464287630
259
1769
SH
SOLE
0
0
1769
ISHARES TR
CORE DIV GRWTH
46434V621
10464
209833
SH
SOLE
0
0
209833
ISHARES TR
CORE MSCI TOTAL
46432F834
2068
35444
SH
SOLE
0
0
35444
ISHARES TR
RUSSELL 3000 ETF
464287689
6044
26069
SH
SOLE
0
0
26069
ISHARES TR
MSCI USA QLT FCT
46432F339
5256
44225
SH
SOLE
0
0
44225
ISHARES TR
CORE S&P500 ETF
464287200
4503
11172
SH
SOLE
0
0
11172
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
2505
44140
SH
SOLE
0
0
44140
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
3618
74513
SH
SOLE
0
0
74513
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
13173
262839
SH
SOLE
0
0
262839
JOHN MARSHALL BANCORP INC
COM
47805L101
1885
71707
SH
SOLE
0
0
71707
JOHNSON & JOHNSON
COM
478160104
2329
13447
SH
SOLE
0
0
13447
JPMORGAN CHASE & CO
COM
46625H100
957
8302
SH
SOLE
0
0
8302
L3HARRIS TECHNOLOGIES INC
COM
502431109
989
4415
SH
SOLE
0
0
4415
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1115
4470
SH
SOLE
0
0
4470
MERCK & CO INC
COM
58933Y105
1613
17676
SH
SOLE
0
0
17676
MICROCHIP TECHNOLOGY INC.
COM
595017104
391
5863
SH
SOLE
0
0
5863
MICROSOFT CORP
COM
594918104
3782
14074
SH
SOLE
0
0
14074
MONDELEZ INTL INC
CL A
609207105
217
3410
SH
SOLE
0
0
3410
NEWMONT CORP
COM
651639106
330
7229
SH
SOLE
0
0
7229
NEXTERA ENERGY INC
COM
65339F101
1624
20207
SH
SOLE
0
0
20207
NVIDIA CORPORATION
COM
67066G104
436
2453
SH
SOLE
0
0
2453
ONEOK INC NEW
COM
682680103
263
4358
SH
SOLE
0
0
4358
PAYPAL HLDGS INC
COM
70450Y103
219
2538
SH
SOLE
0
0
2538
PEPSICO INC
COM
713448108
372
2166
SH
SOLE
0
0
2166
PFIZER INC
COM
717081103
540
10396
SH
SOLE
0
0
10396
PROCTER AND GAMBLE CO
COM
742718109
1783
12243
SH
SOLE
0
0
12243
ROPER TECHNOLOGIES INC
COM
776696106
704
1683
SH
SOLE
0
0
1683
SALESFORCE INC
COM
79466L302
604
3350
SH
SOLE
0
0
3350
SIRIUS XM HOLDINGS INC
COM
82968B103
157
24347
SH
SOLE
0
0
24347
SPDR SER TR
AEROSPACE DEF
78464A631
262
2500
SH
SOLE
0
0
2500
TELOS CORP MD
COM
87969B101
3248
436585
SH
SOLE
0
0
436585
TESLA INC
COM
88160R101
242
293
SH
SOLE
0
0
293
TRUIST FINL CORP
COM
89832Q109
284
5738
SH
SOLE
0
0
5738
UNION PAC CORP
COM
907818108
843
3832
SH
SOLE
0
0
3832
UNITED PARCEL SERVICE INC
CL B
911312106
1256
6829
SH
SOLE
0
0
6829
UNITEDHEALTH GROUP INC
COM
91324P102
1310
2451
SH
SOLE
0
0
2451
US BANCORP DEL
COM NEW
902973304
964
19996
SH
SOLE
0
0
19996
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
17493
47451
SH
SOLE
0
0
47451
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
871
4337
SH
SOLE
0
0
4337
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
506
3281
SH
SOLE
0
0
3281
VERIZON COMMUNICATIONS INC
COM
92343V104
1303
29009
SH
SOLE
0
0
29009
VERTEX PHARMACEUTICALS INC
COM
92532F100
1014
3534
SH
SOLE
0
0
3534
VIRGINIA NATL BANKSHARES COR
COM
928031103
4187
130839
SH
SOLE
0
0
130839
VISA INC
COM CL A
92826C839
1598
7594
SH
SOLE
0
0
7594
VMWARE INC
CL A COM
928563402
672
5804
SH
SOLE
0
0
5804
WALMART INC
COM
931142103
206
1629
SH
SOLE
0
0
1629
WESTROCK CO
COM
96145D105
710
17001
SH
SOLE
0
0
17001
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2876
48116
SH
SOLE
0
0
48116
WISDOMTREE TR
US LARGECAP DIVD
97717W307
3471
56825
SH
SOLE
0
0
56825
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
310
6931
SH
SOLE
0
0
6931
WISDOMTREE TR
INTL LRGCAP DV
97717W794
424
9953
SH
SOLE
0
0
9953
WISDOMTREE TR
INTL SMCAP DIV
97717W760
384
6356
SH
SOLE
0
0
6356