Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN FINANCIAL PARTNERS LLC | 04-17-2024 | 03-31-2024 | 42 | 77,804,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $16,421,000 | 297,323 | 21.11 | 15.85 | 8,993 | 3.12 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $13,688,000 | 272,027 | 17.59 | 13.81 | 4,721 | 1.77 | 03-31-2024 |
| APPLE INC | COM | Liquidated | $0 | 0 | 6.64 | 6.14 | 144 | 0.42 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 4 | $5,800,000 | 202,095 | 7.45 | 7.33 | -43,781 | -17.81 | 03-31-2024 |
