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