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