Meridian Financial Advisors, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$142.5B
Holdings
121
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 362,375 | $10.1B | 7.11% | |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 195,475 | $9.9B | 6.94% | |
| 3 | IVVISHARES TR | 15,297 | $8.6B | 6.03% | |
| 4 | IJRISHARES TR | 68,026 | $7.1B | 4.99% | |
| 5 | DGROISHARES TR | 114,573 | $7.1B | 4.97% | |
| 6 | IJHISHARES TR | 118,103 | $6.9B | 4.84% | |
| 7 | VOVANGUARD INDEX FDS | 17,422 | $4.5B | 3.16% | |
| 8 | SPYMSPDR SER TR | 57,353 | $3.8B | 2.65% | |
| 9 | RSPINVESCO EXCHANGE TRADED FD T | 20,808 | $3.6B | 2.53% | |
| 10 | SDYSPDR SER TR | 24,650 | $3.3B | 2.35% | |
| 11 | VBVANGUARD INDEX FDS | 13,928 | $3.1B | 2.17% | |
| 12 | DGRWWISDOMTREE TR | 37,476 | $3.0B | 2.10% | |
| 13 | MSFTMICROSOFT CORP | 7,137 | $2.7B | 1.88% | |
| 14 | SPSMSPDR SER TR | 64,208 | $2.6B | 1.84% | |
| 15 | QQQMINVESCO EXCH TRADED FD TR II | 12,808 | $2.5B | 1.73% | |
| 16 | VOTVANGUARD INDEX FDS | 8,953 | $2.2B | 1.54% | |
| 17 | RIGSALPS ETF TR | 90,045 | $2.1B | 1.46% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 10,350 | $2.0B | 1.41% | |
| 19 | AAPLAPPLE INC | 8,552 | $1.9B | 1.33% | |
| 20 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,343 | $1.8B | 1.25% | |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 21,512 | $1.7B | 1.19% | |
| 22 | SPHQINVESCO EXCHANGE TRADED FD T | 25,524 | $1.7B | 1.19% | |
| 23 | SPYSPDR S&P 500 ETF TR | 2,921 | $1.6B | 1.15% | |
| 24 | SPYGSPDR SER TR | 20,266 | $1.6B | 1.14% | |
| 25 | SPMDSPDR SER TR | 29,889 | $1.5B | 1.07% | |
| 26 | MRKMERCK & CO INC | 16,395 | $1.5B | 1.03% | |
| 27 | VBKVANGUARD INDEX FDS | 5,811 | $1.5B | 1.03% | |
| 28 | SPSBSPDR SER TR | 47,096 | $1.4B | 0.99% | |
| 29 | SLYVSPDR SER TR | 14,987 | $1.2B | 0.82% | |
| 30 | VBRVANGUARD INDEX FDS | 5,895 | $1.1B | 0.77% | |
| 31 | DONWISDOMTREE TR | 21,385 | $1.1B | 0.74% | |
| 32 | AMZNAMAZON COM INC | 5,230 | $995.1M | 0.70% | |
| 33 | VCITVANGUARD SCOTTSDALE FDS | 11,939 | $976.1M | 0.68% | |
| 34 | SPLVINVESCO EXCH TRADED FD TR II | 13,008 | $972.0M | 0.68% | |
| 35 | CSCOCISCO SYS INC | 14,458 | $892.2M | 0.63% | |
| 36 | SYLDCAMBRIA ETF TR | 13,696 | $873.8M | 0.61% | |
| 37 | IJJISHARES TR | 7,139 | $854.8M | 0.60% | |
| 38 | VOOVANGUARD INDEX FDS | 1,609 | $826.8M | 0.58% | |
| 39 | NOBLPROSHARES TR | 7,682 | $785.0M | 0.55% | |
| 40 | XLUSELECT SECTOR SPDR TR | 9,781 | $771.2M | 0.54% | |
| 41 | JPMJPMORGAN CHASE & CO. | 3,095 | $759.3M | 0.53% | |
| 42 | FBCGFIDELITY COVINGTON TRUST | 18,029 | $720.6M | 0.51% | |
| 43 | VOEVANGUARD INDEX FDS | 4,357 | $699.4M | 0.49% | |
| 44 | XLVSELECT SECTOR SPDR TR | 4,664 | $681.0M | 0.48% | |
| 45 | XMHQINVESCO EXCHANGE TRADED FD T | 7,082 | $648.2M | 0.45% | |
| 46 | WMWASTE MGMT INC DEL | 2,771 | $641.5M | 0.45% | |
| 47 | SPIBSPDR SER TR | 19,010 | $631.9M | 0.44% | |
| 48 | VUGVANGUARD INDEX FDS | 1,580 | $585.9M | 0.41% | |
| 49 | VYMIVANGUARD WHITEHALL FDS | 7,689 | $566.6M | 0.40% | |
| 50 | IUSGISHARES TR | 4,446 | $565.0M | 0.40% | |
| 51 | SUSAISHARES TR | 4,918 | $564.9M | 0.40% | |
| 52 | VYMVANGUARD WHITEHALL FDS | 4,315 | $556.5M | 0.39% | |
| 53 | SCHMSCHWAB STRATEGIC TR | 21,097 | $552.7M | 0.39% | |
| 54 | IJTISHARES TR | 4,398 | $547.6M | 0.38% | |
| 55 | FPXIFIRST TR EXCHANGE TRADED FD | 11,578 | $545.3M | 0.38% | |
| 56 | GOOGALPHABET INC | 3,310 | $517.1M | 0.36% | |
| 57 | IJKISHARES TR | 5,869 | $488.8M | 0.34% | |
| 58 | JNJJOHNSON & JOHNSON | 2,770 | $459.4M | 0.32% | |
| 59 | IDHQINVESCO EXCH TRADED FD TR II | 15,260 | $456.9M | 0.32% | |
| 60 | XLKSELECT SECTOR SPDR TR | 2,199 | $454.1M | 0.32% | |
| 61 | MDYVSPDR SER TR | 5,763 | $444.1M | 0.31% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 1,779 | $442.4M | 0.31% | |
| 63 | LMTLOCKHEED MARTIN CORP | 928 | $414.7M | 0.29% | |
| 64 | SPDGSPDR SER TR | 10,928 | $413.5M | 0.29% | |
| 65 | XLFSELECT SECTOR SPDR TR | 8,253 | $411.1M | 0.29% | |
| 66 | GOOGLALPHABET INC | 2,644 | $408.9M | 0.29% | |
| 67 | MCDMCDONALDS CORP | 1,302 | $406.8M | 0.29% | |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 759 | $404.2M | 0.28% | |
| 69 | DIVBISHARES TR | 8,030 | $389.6M | 0.27% | |
| 70 | SOSOUTHERN CO | 4,227 | $388.7M | 0.27% | |
| 71 | IGIBISHARES TR | 7,344 | $385.7M | 0.27% | |
| 72 | EFAISHARES TR | 4,615 | $377.2M | 0.26% | |
| 73 | RTXRTX CORPORATION | 2,819 | $373.4M | 0.26% | |
| 74 | AQLTISHARES TR | 7,065 | $373.0M | 0.26% | |
| 75 | CVSCVS HEALTH CORP | 5,457 | $369.7M | 0.26% | |
| 76 | SYKSTRYKER CORPORATION | 991 | $369.0M | 0.26% | |
| 77 | VIGIVANGUARD WHITEHALL FDS | 4,366 | $362.1M | 0.25% | |
| 78 | XMMOINVESCO EXCHANGE TRADED FD T | 3,150 | $358.3M | 0.25% | |
| 79 | DIVIFRANKLIN TEMPLETON ETF TR | 10,743 | $350.1M | 0.25% | |
| 80 | VVVANGUARD INDEX FDS | 1,360 | $349.6M | 0.25% | |
| 81 | CRWDCROWDSTRIKE HLDGS INC | 982 | $346.2M | 0.24% | |
| 82 | RDDTREDDIT INC | 3,286 | $344.7M | 0.24% | |
| 83 | BACVERIZON COMMUNICATIONS INC | 7,547 | $342.3M | 0.24% | |
| 84 | XLBSELECT SECTOR SPDR TR | 3,927 | $337.6M | 0.24% | |
| 85 | DSTLETF SER SOLUTIONS | 6,200 | $336.3M | 0.24% | |
| 86 | SCZISHARES TR | 5,070 | $322.1M | 0.23% | |
| 87 | SLYGSPDR SER TR | 3,858 | $320.2M | 0.22% | |
| 88 | PGPROCTER AND GAMBLE CO | 1,855 | $316.1M | 0.22% | |
| 89 | CVXCHEVRON CORP NEW | 1,860 | $311.1M | 0.22% | |
| 90 | JMUBJ P MORGAN EXCHANGE TRADED F | 5,938 | $296.9M | 0.21% | |
| 91 | BALLBALL CORP | 5,485 | $285.6M | 0.20% | |
| 92 | XLISELECT SECTOR SPDR TR | 2,165 | $283.8M | 0.20% | |
| 93 | KOMPSPDR SER TR | 6,006 | $279.2M | 0.20% | |
| 94 | XMLVINVESCO EXCH TRADED FD TR II | 4,511 | $278.4M | 0.20% | |
| 95 | DDOMINION ENERGY INC | 4,747 | $266.2M | 0.19% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 503 | $263.4M | 0.18% | |
| 97 | AGGYWISDOMTREE TR | 5,951 | $258.5M | 0.18% | |
| 98 | DONSPDR DOW JONES INDL AVERAGE | 575 | $241.4M | 0.17% | |
| 99 | UTHUNITED THERAPEUTICS CORP DEL | 780 | $240.5M | 0.17% | |
| 100 | JMSTJ P MORGAN EXCHANGE TRADED F | 4,723 | $240.2M | 0.17% |
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