0001767070-21-000006.txt : 20210721
0001767070-21-000006.hdr.sgml : 20210721
20210721152334
ACCESSION NUMBER: 0001767070-21-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210721
DATE AS OF CHANGE: 20210721
EFFECTIVENESS DATE: 20210721
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: 211104445
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
06-30-2021
06-30-2021
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
07-21-2021
0
76
145676
false
INFORMATION TABLE
2
Meridian13f_2q2021.xml
ACTIVISION BLIZZARD INC
COM
00507V109
300
3282
SH
SOLE
0
0
0
3282
DISNEY WALT CO
COM
254687106
1583
8954
SH
SOLE
0
0
0
8954
PFIZER INC
COM
717081103
433
10541
SH
SOLE
0
0
0
10541
DANAHER CORPORATION
COM
235851102
691
2436
SH
SOLE
0
0
0
2436
KIMBERLY-CLARK CORP
COM
494368103
203
1475
SH
SOLE
0
0
0
1475
PEPSICO INC
COM
713448108
333
2136
SH
SOLE
0
0
0
2136
CVS HEALTH CORP
COM
126650100
961
11752
SH
SOLE
0
0
0
11752
NEXTERA ENERGY INC
COM
65339F101
1391
18030
SH
SOLE
0
0
0
18030
WISDOMTREE TR
INTL LRGCAP DV
97717W794
334
6814
SH
SOLE
0
0
0
6814
UNION PAC CORP
COM
907818108
684
3175
SH
SOLE
0
0
0
3175
AMAZON COM INC
COM
023135106
2558
716
SH
SOLE
0
0
0
716
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
406
2835
SH
SOLE
0
0
0
2835
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
279
5174
SH
SOLE
0
0
0
5174
AT&T INC
COM
00206R102
341
12217
SH
SOLE
0
0
0
12217
APPLE INC
COM
037833100
4793
32792
SH
SOLE
0
0
0
32792
TRUIST FINL CORP
COM
89832Q109
316
5838
SH
SOLE
0
0
0
5838
PROCTER AND GAMBLE CO
COM
742718109
1627
11647
SH
SOLE
0
0
0
11647
WISDOMTREE TR
US LARGECAP DIVD
97717W307
8571
70609
SH
SOLE
0
0
0
70609
DUKE ENERGY CORP NEW
COM NEW
26441C204
1115
10745
SH
SOLE
0
0
0
10745
WISDOMTREE TR
US QTLY DIV GRT
97717X669
2713
44861
SH
SOLE
0
0
0
44861
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
16767
344719
SH
SOLE
0
0
0
344719
INTEL CORP
COM
458140100
497
8992
SH
SOLE
0
0
0
8992
US BANCORP DEL
COM NEW
902973304
995
17739
SH
SOLE
0
0
0
17739
JPMORGAN CHASE & CO
COM
46625H100
1076
7189
SH
SOLE
0
0
0
7189
COMCAST CORP NEW
CL A
20030N101
1241
21736
SH
SOLE
0
0
0
21736
CISCO SYS INC
COM
17275R102
273
5095
SH
SOLE
0
0
0
5095
ISHARES TR
CORE MSCI TOTAL
46432F834
4151
58094
SH
SOLE
0
0
0
58094
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
792
36724
SH
SOLE
0
0
0
36724
908 DEVICES INC
COM
65443P102
1089
34124
SH
SOLE
0
0
0
34124
VIRGINIA NATL BANKSHARES COR
COM
928031103
5093
133930
SH
SOLE
0
0
0
133930
ISHARES TR
RUSSELL 3000 ETF
464287689
9695
37843
SH
SOLE
0
0
0
37843
EXXON MOBIL CORP
COM
30231G102
1412
25227
SH
SOLE
0
0
0
25227
ASPEN TECHNOLOGY INC
COM
045327103
605
4200
SH
SOLE
0
0
0
4200
CHEVRON CORP NEW
COM
166764100
1051
10892
SH
SOLE
0
0
0
10892
ONEOK INC NEW
COM
682680103
259
4941
SH
SOLE
0
0
0
4941
CONSTELLATION BRANDS INC
CL A
21036P108
747
3318
SH
SOLE
0
0
0
3318
VISA INC
COM CL A
92826C839
1678
6912
SH
SOLE
0
0
0
6912
ISHARES TR
CORE DIV GRWTH
46434V621
2443
48018
SH
SOLE
0
0
0
48018
MONDELEZ INTL INC
CL A
609207105
220
3410
SH
SOLE
0
0
0
3410
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1088
3930
SH
SOLE
0
0
0
3930
ROPER TECHNOLOGIES INC
COM
776696106
695
1414
SH
SOLE
0
0
0
1414
FACEBOOK INC
CL A
30303M102
217
636
SH
SOLE
0
0
0
636
EXELON CORP
COM
30161N101
719
15608
SH
SOLE
0
0
0
15608
HOME DEPOT INC
COM
437076102
528
1624
SH
SOLE
0
0
0
1624
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
971
4356
SH
SOLE
0
0
0
4356
L3HARRIS TECHNOLOGIES INC
COM
502431109
914
4054
SH
SOLE
0
0
0
4054
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
701
33951
SH
SOLE
0
0
0
33951
SALESFORCE COM INC
COM
79466L302
380
1584
SH
SOLE
0
0
0
1584
COCA COLA CO
COM
191216100
205
3670
SH
SOLE
0
0
0
3670
INVESCO QQQ TR
UNIT SER 1
46090E103
681
1897
SH
SOLE
0
0
0
1897
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
337
1019
SH
SOLE
0
0
0
1019
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
15608
39395
SH
SOLE
0
0
0
39395
INTERNATIONAL BUSINESS MACHS
COM
459200101
758
5415
SH
SOLE
0
0
0
5415
SIRIUS XM HOLDINGS INC
COM
82968B103
159
24347
SH
SOLE
0
0
0
24347
VERIZON COMMUNICATIONS INC
COM
92343V104
1385
24916
SH
SOLE
0
0
0
24916
UNITEDHEALTH GROUP INC
COM
91324P102
880
2131
SH
SOLE
0
0
0
2131
DOMINION ENERGY INC
COM
25746U109
1200
15863
SH
SOLE
0
0
0
15863
MERCK & CO INC
COM
58933Y105
1193
15664
SH
SOLE
0
0
0
15664
MICROSOFT CORP
COM
594918104
4028
14422
SH
SOLE
0
0
0
14422
ISHARES TR
CORE S&P MCP ETF
464287507
328
1243
SH
SOLE
0
0
0
1243
TYSON FOODS INC
CL A
902494103
383
5368
SH
SOLE
0
0
0
5368
ADOBE SYSTEMS INCORPORATED
COM
00724F101
885
1454
SH
SOLE
0
0
0
1454
ISHARES TR
RUS MID CAP ETF
464287499
6632
84770
SH
SOLE
0
0
0
84770
ALPHABET INC
CAP STK CL A
02079K305
1605
636
SH
SOLE
0
0
0
636
WISDOMTREE TR
INTL SMCAP DIV
97717W760
342
4660
SH
SOLE
0
0
0
4660
SPDR SER TR
AEROSPACE DEF
78464A631
314
2500
SH
SOLE
0
0
0
2500
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
11857
233829
SH
SOLE
0
0
0
233829
ALPHABET INC
CAP STK CL C
02079K107
1272
485
SH
SOLE
0
0
0
485
ISHARES TR
20 YR TR BD ETF
464287432
347
2311
SH
SOLE
0
0
0
2311
VERTEX PHARMACEUTICALS INC
COM
92532F100
556
2827
SH
SOLE
0
0
0
2827
VMWARE INC
CL A COM
928563402
686
4417
SH
SOLE
0
0
0
4417
NEWMONT CORP
COM
651639106
648
10719
SH
SOLE
0
0
0
10719
ISHARES TR
CORE S&P500 ETF
464287200
3765
8695
SH
SOLE
0
0
0
8695
UNITED PARCEL SERVICE INC
CL B
911312106
1432
6738
SH
SOLE
0
0
0
6738
JOHNSON & JOHNSON
COM
478160104
2261
13424
SH
SOLE
0
0
0
13424
PAYPAL HLDGS INC
COM
70450Y103
716
2403
SH
SOLE
0
0
0
2403