Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MERIDIAN FINANCIAL PARTNERS LLC 01-19-2024 12-31-2023 52 97,517,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE DIV GRWTH 1 $15,457,000 288,330 15.85 14.31 3,443 1.21 12-31-2023
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 2 $13,467,000 267,306 13.81 13.17 10,519 4.10 12-31-2023
SPDR SER TR PORTFOLIO SH TSR 3 $7,148,000 245,876 7.33 6.98 7,767 3.26 12-31-2023
APPLE INC COM 4 $6,473,000 34,314 6.64 6.14 144 0.42 12-31-2023
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