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Ashleigh Swayze

@Meridian Financial Partners Llc

Latest period2024 - Q4ReportedManaged Assets$189.417MTotal holdings100
Assets growth rate-4.22%Assets growth rate (2-Q avg)6.64%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Financial Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Meridian Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.417M in assets, with a quarterly growth rate of -4.22% and a 2-quarter average growth rate of 6.64%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -7.48%
15.71%
$29.74M
55,195 shares@ $538.82 avg price
DGROIshares Tr
Recent Activity
Increased 8.25%
11.32%
$21.436M
349,463 shares@ $61.34 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -33.92%
4.96%
$9.379M
186,193 shares@ $50.38 avg price
AAPLApple Inc
Recent Activity
Decreased -0.34%
4.5%
$8.507M
33,971 shares@ $250.42 avg price
IWYIshares Tr
Recent Activity
Increased 28.76%
4.26%
$8.06M
34,259 shares@ $235.27 avg price
IVVIshares Tr
Recent Activity
Decreased -0.99%
3.62%
$6.855M
11,645 shares@ $588.67 avg price
VABKVirginia Natl Bankshares Cor
Recent Activity
Decreased -4.28%
3.04%
$5.751M
150,561 shares@ $38.2 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.91%
3.03%
$5.727M
13,587 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.32%
2.19%
$4.135M
18,846 shares@ $219.41 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 0.81%
1.71%
$3.235M
39,967 shares@ $80.95 avg price