0001763722-22-000011.txt : 20221024
0001763722-22-000011.hdr.sgml : 20221024
20221024092348
ACCESSION NUMBER: 0001763722-22-000011
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221024
DATE AS OF CHANGE: 20221024
EFFECTIVENESS DATE: 20221024
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: 221324954
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
09-30-2022
09-30-2022
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
10-24-2022
0
44
70559
false
INFORMATION TABLE
2
Meridian13f_3q2022.xml
ABBVIE INC
COM
00287Y109
809
5661
SH
SOLE
0
0
5661
ADOBE SYSTEMS INCORPORATED
COM
00724F101
287
996
SH
SOLE
0
0
996
ALPHABET INC
CAP STK CL A
02079K305
1320
13668
SH
SOLE
0
0
13668
ALPHABET INC
CAP STK CL C
02079K107
932
9594
SH
SOLE
0
0
9594
ASPEN TECHNOLOGY INC
COM
29109X106
427
1764
SH
SOLE
0
0
1764
AT&T INC
COM
00206R102
210
14011
SH
SOLE
0
0
14011
BLACKROCK INC
COM
09247X101
237
431
SH
SOLE
0
0
431
CAPITAL ONE FINL CORP
COM
14040H105
375
3926
SH
SOLE
0
0
3926
COMCAST CORP NEW
CL A
20030N101
782
26008
SH
SOLE
0
0
26008
CONSTELLATION BRANDS INC
CL A
21036P108
853
3841
SH
SOLE
0
0
3841
DOMINION ENERGY INC
COM
25746U109
872
13555
SH
SOLE
0
0
13555
DUKE ENERGY CORP NEW
COM NEW
26441C204
1018
11731
SH
SOLE
0
0
11731
EXELON CORP
COM
30161N101
229
6256
SH
SOLE
0
0
6256
EXXON MOBIL CORP
COM
30231G102
2897
29206
SH
SOLE
0
0
29206
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
242
12235
SH
SOLE
0
0
12235
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
243
906
SH
SOLE
0
0
906
ISHARES TR
CORE DIV GRWTH
46434V621
11080
246063
SH
SOLE
0
0
246063
ISHARES TR
CORE MSCI TOTAL
46432F834
359
7096
SH
SOLE
0
0
7096
ISHARES TR
MSCI USA QLT FCT
46432F339
5312
51163
SH
SOLE
0
0
51163
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
2357
46092
SH
SOLE
0
0
46092
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
3106
76411
SH
SOLE
0
0
76411
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
12647
252633
SH
SOLE
0
0
252633
JOHN MARSHALL BANCORP INC
COM
47805L101
1848
71707
SH
SOLE
0
0
71707
JPMORGAN CHASE & CO
COM
46625H100
964
8670
SH
SOLE
0
0
8670
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
967
4632
SH
SOLE
0
0
4632
MERCK & CO INC
COM
58933Y105
1670
18114
SH
SOLE
0
0
18114
NEXTERA ENERGY INC
COM
65339F101
1449
20194
SH
SOLE
0
0
20194
NVIDIA CORPORATION
COM
67066G104
397
3540
SH
SOLE
0
0
3540
SALESFORCE INC
COM
79466L302
550
3866
SH
SOLE
0
0
3866
SERVICENOW INC
COM
81762P102
763
2233
SH
SOLE
0
0
2233
SIRIUS XM HOLDINGS INC
COM
82968B103
147
24347
SH
SOLE
0
0
24347
SPDR SER TR
AEROSPACE DEF
78464A631
233
2500
SH
SOLE
0
0
2500
TELOS CORP MD
COM
87969B101
3466
436585
SH
SOLE
0
0
436585
TRUIST FINL CORP
COM
89832Q109
279
6480
SH
SOLE
0
0
6480
UNITEDHEALTH GROUP INC
COM
91324P102
1242
2420
SH
SOLE
0
0
2420
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
455
3358
SH
SOLE
0
0
3358
VERIZON COMMUNICATIONS INC
COM
92343V104
1086
29863
SH
SOLE
0
0
29863
VISA INC
COM CL A
92826C839
1412
7732
SH
SOLE
0
0
7732
WESTROCK CO
COM
96145D105
566
17891
SH
SOLE
0
0
17891
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2657
48334
SH
SOLE
0
0
48334
WISDOMTREE TR
US LARGECAP DIVD
97717W307
2813
49932
SH
SOLE
0
0
49932
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
283
7184
SH
SOLE
0
0
7184
WISDOMTREE TR
INTL LRGCAP DV
97717W794
384
10263
SH
SOLE
0
0
10263
WISDOMTREE TR
INTL SMCAP DIV
97717W760
334
6577
SH
SOLE
0
0
6577