0001763722-25-000001.txt : 20250114 0001763722-25-000001.hdr.sgml : 20250114 20250114091643 ACCESSION NUMBER: 0001763722-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250114 DATE AS OF CHANGE: 20250114 EFFECTIVENESS DATE: 20250114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meridian Financial Partners LLC CENTRAL INDEX KEY: 0001763722 ORGANIZATION NAME: 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: 25527905 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 X0202 13F-HR LIVE false true false 0001763722 XXXXXXXX 12-31-2024 12-31-2024 Meridian Financial Partners LLC

39 S. 4TH STREET WARRENTON VA 20186

13F HOLDINGS REPORT 028-18963 N Ashleigh Swayze 6463953900 Ashleigh Swayze Princeton NJ 01-14-2025 0 100 189417 false INFORMATION TABLE 2 meridian13f_4q2024.xml ABBVIE INC COM 00287Y109 306 1723 SH SOLE 0 0 1723 ADVANCED MICRO DEVICES INC COM 007903107 1373 11370 SH SOLE 0 0 11370 ALBEMARLE CORP COM 012653101 515 5984 SH SOLE 0 0 5984 ALPHABET INC CAP STK CL A 02079K305 2882 15226 SH SOLE 0 0 15226 ALPHABET INC CAP STK CL C 02079K107 1790 9399 SH SOLE 0 0 9399 AMAZON COM INC COM 023135106 4135 18846 SH SOLE 0 0 18846 APPLE INC COM 037833100 8507 33971 SH SOLE 0 0 33971 ASPEN TECHNOLOGY INC COM 29109X106 440 1764 SH SOLE 0 0 1764 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 305 673 SH SOLE 0 0 673 BROADCOM INC COM 11135F101 1688 7280 SH SOLE 0 0 7280 CACI INTL INC CL A 127190304 355 878 SH SOLE 0 0 878 CAMBRIA ETF TR CAMBRIA FGN SHR 132061300 317 12568 SH SOLE 0 0 12568 CAPITAL ONE FINL CORP COM 14040H105 989 5547 SH SOLE 0 0 5547 CATERPILLAR INC COM 149123101 361 994 SH SOLE 0 0 994 CBRE GROUP INC CL A 12504L109 236 1800 SH SOLE 0 0 1800 CHEVRON CORP NEW COM 166764100 1943 13416 SH SOLE 0 0 13416 CISCO SYS INC COM 17275R102 297 5020 SH SOLE 0 0 5020 COCA COLA CO COM 191216100 1155 18553 SH SOLE 0 0 18553 COMCAST CORP NEW CL A 20030N101 1129 30086 SH SOLE 0 0 30086 COSTCO WHSL CORP NEW COM 22160K105 379 414 SH SOLE 0 0 414 CROWDSTRIKE HLDGS INC CL A 22788C105 1914 5595 SH SOLE 0 0 5595 DANAHER CORPORATION COM 235851102 208 904 SH SOLE 0 0 904 DOMINION ENERGY INC COM 25746U109 752 13970 SH SOLE 0 0 13970 DUKE ENERGY CORP NEW COM NEW 26441C204 1473 13668 SH SOLE 0 0 13668 EATON CORP PLC SHS G29183103 285 859 SH SOLE 0 0 859 EXXON MOBIL CORP COM 30231G102 3200 29748 SH SOLE 0 0 29748 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 742 41910 SH SOLE 0 0 41910 FORD MTR CO COM 345370860 602 60781 SH SOLE 0 0 60781 GENERAC HLDGS INC COM 368736104 1489 9603 SH SOLE 0 0 9603 HOME DEPOT INC COM 437076102 633 1627 SH SOLE 0 0 1627 HOST HOTELS & RESORTS INC COM 44107P104 1364 77830 SH SOLE 0 0 77830 INTERNATIONAL BUSINESS MACHS COM 459200101 411 1871 SH SOLE 0 0 1871 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 348 18990 SH SOLE 0 0 18990 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 46138J460 360 21988 SH SOLE 0 0 21988 INVESCO EXCHANGE TRADED FD T S&P500 EQL REL 46137V290 216 6125 SH SOLE 0 0 6125 INVESCO QQQ TR UNIT SER 1 46090E103 891 1743 SH SOLE 0 0 1743 ISHARES TR ESG AWR MSCI USA 46435G425 388 3015 SH SOLE 0 0 3015 ISHARES TR CORE DIV GRWTH 46434V621 21436 349463 SH SOLE 0 0 349463 ISHARES TR RUS 2000 VAL ETF 464287630 205 1246 SH SOLE 0 0 1246 ISHARES TR RUSSELL 3000 ETF 464287689 2172 6497 SH SOLE 0 0 6497 ISHARES TR MSCI USA QLT FCT 46432F339 1037 5826 SH SOLE 0 0 5826 ISHARES TR RUS TP200 GR ETF 464289438 8060 34259 SH SOLE 0 0 34259 ISHARES TR RUS MID CAP ETF 464287499 2076 23482 SH SOLE 0 0 23482 ISHARES TR CORE S&P MCP ETF 464287507 407 6535 SH SOLE 0 0 6535 ISHARES TR MSCI EAFE ETF 464287465 337 4455 SH SOLE 0 0 4455 ISHARES TR 20 YR TR BD ETF 464287432 1620 18546 SH SOLE 0 0 18546 ISHARES TR CORE S&P500 ETF 464287200 6855 11645 SH SOLE 0 0 11645 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 9379 186193 SH SOLE 0 0 186193 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 548 9726 SH SOLE 0 0 9726 JOHN MARSHALL BANCORP INC COM 47805L101 1157 57619 SH SOLE 0 0 57619 JOHNSON & JOHNSON COM 478160104 1528 10564 SH SOLE 0 0 10564 JPMORGAN CHASE & CO. 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