Notify me when Meridian Financial Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 113 | $240,699,552 | +$12,979,409 | -$4,084,097 | +$8,895,312 | VOO, DGRO, JMEE, IWY, AAPL | 13F-HR | 20 Oct 2025, 12:40 |
| Q2 2025 | 105 | $212,778,000 | +$7,812,047 | -$7,061,626 | +$750,421 | VOO, DGRO, JMEE, IWY, AAPL | 13F-HR | 07 Aug 2025, 11:43 |
| Q1 2025 | 104 | $197,082,000 | +$22,177,296 | -$7,516,104 | +$14,661,192 | VOO, DGRO, JMEE, JPST, AAPL | 13F-HR | 14 Apr 2025, 11:32 |
| Q4 2024 | 100 | $189,417,000 | +$7,757,148 | -$16,657,613 | -$8,900,465 | VOO, DGRO, JPST, AAPL, IWY | 13F-HR | 14 Jan 2025, 09:16 |
| Q3 2024 | 100 | $197,780,000 | +$28,418,411 | -$4,051,592 | +$24,366,819 | VOO, DGRO, JPST, AAPL, IVV | 13F-HR | 17 Oct 2024, 13:51 |
| Q2 2024 | 82 | $167,416,000 | +$94,035,370 | -$6,431,557 | +$87,603,813 | VOO, DGRO, JPST, MSFT, IVV | 13F-HR | 19 Jul 2024, 10:50 |
| Q1 2024 | 42 | $77,804,000 | +$1,701,006 | -$23,248,082 | -$21,547,076 | DGRO, JPST, SPTS, XOM, DGRW | 13F-HR | 17 Apr 2024, 15:05 |
| Q4 2023 | 52 | $97,517,000 | +$2,836,695 | -$11,423,991 | -$8,587,296 | DGRO, JPST, SPTS, AAPL, JEPI | 13F-HR | 19 Jan 2024, 14:50 |
| Q3 2023 | 50 | $97,687,000 | +$6,492,756 | -$662,487 | +$5,830,269 | DGRO, JPST, JEPI, SPTS, AAPL | 13F-HR | 20 Oct 2023, 11:42 |
| Q2 2023 | 85 | $166,207,000 | +$92,783,239 | -$9,319,807 | +$83,463,432 | VOO, DGRO, JPST, JEPI, AAPL | 13F-HR | 24 Jul 2023, 15:25 |
| Q1 2023 | 47 | $88,099,000 | +$3,085,447 | -$3,381,279 | -$295,832 | DGRO, JPST, SPLV, QUAL, SPTS | 13F-HR | 19 Apr 2023, 12:37 |
| Q4 2022 | 50 | $88,979,000 | +$15,556,009 | -$384,179 | +$15,171,830 | DGRO, JPST, SPLV, QUAL, SPTS | 13F-HR | 20 Jan 2023, 13:15 |
| Q3 2022 | 44 | $70,559,000 | +$4,138,349 | -$2,511,201 | +$1,627,148 | JPST, DGRO, QUAL, TLS, JEPQ | 13F-HR | 24 Oct 2022, 09:23 |
| Q2 2022 | 83 | $144,040,000 | +$89,792,345 | -$4,676,635 | +$85,115,710 | VOO, JPST, DGRO, IWV, QUAL | 13F-HR | 29 Jul 2022, 12:06 |
| Q1 2022 | 44 | $67,032,000 | +$4,516,369 | -$3,404,614 | +$1,111,755 | JPST, DLN, DGRO, TLS, IXUS | 13F-HR | 02 May 2022, 14:37 |
| Q4 2021 | 82 | $147,247,000 | +$19,058,548 | -$17,012,894 | +$2,045,654 | VOO, JPST, DLN, IWV, IWR | 13F-HR | 27 Jan 2022, 11:15 |
| Q3 2021 | 79 | $148,301,000 | +$4,925,460 | -$1,900,405 | +$3,025,055 | VOO, TOTL, JPST, IWV, DLN | 13F-HR | 25 Oct 2021, 08:53 |
| Q2 2021 | 76 | $146,392,000 | +$13,853,803 | -$4,004,005 | +$9,849,798 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 21 Jul 2021, 15:23 |
| Q1 2021 | 70 | $132,922,000 | +$10,305,974 | -$12,476,920 | -$2,170,946 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 21 Apr 2021, 12:04 |
| Q4 2020 | 63 | $128,344,000 | +$4,279,032 | -$1,973,490 | +$2,305,542 | TOTL, VOO, JPST, IWV, IWR | 13F-HR | 21 Jan 2021, 12:57 |
| Q3 2020 | 62 | $118,149,000 | +$11,475,540 | -$3,651,901 | +$7,823,639 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 02 Nov 2020, 15:56 |
| Q2 2020 | 59 | $109,942,000 | +$12,325,261 | -$686,714 | +$11,638,547 | TOTL, VOO, JPST, IWV, DLN | 13F-HR | 20 Jul 2020, 20:48 |
| Q1 2020 | 46 | $89,875,000 | +$12,867,999 | -$6,313,847 | +$6,554,152 | TOTL, VOO, JPST, DLN, IWV | 13F-HR | 21 Apr 2020, 08:47 |
| Q4 2019 | 50 | $99,831,000 | +$3,347,915 | -$510,896 | +$2,837,019 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 10 Jan 2020, 16:58 |
| Q3 2019 | 49 | $89,112,000 | +$3,617,998 | -$544,403 | +$3,073,595 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 07 Oct 2019, 08:33 |
| Q2 2019 | 50 | $89,444,000 | +$709,261 | -$1,061,064 | -$351,803 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 19 Jul 2019, 16:29 |
| Q1 2019 | 51 | $88,322,000 | +$9,075,601 | -$1,408,552 | +$7,667,049 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 01 May 2019, 16:48 |
| Q4 2018 | 50 | $74,286,000 | $0 | TOTL, VOO, DLS, DLN, IWR | 13F-HR | 16 Jan 2019, 15:48 |