Ashleigh Swayze

@Meridian Financial Partners Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$189.417M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RITMRithm Capital Corp Recent Activity New Position	0.48%	$898,000 82,961 shares@ $10.83 avg price	New Position
FPEFirst Tr Exch Traded Fd Iii Recent Activity New Position	0.4%	$742,000 41,910 shares@ $17.71 avg price	New Position
VSGXVanguard World Fd Recent Activity New Position	0.24%	$436,000 7,681 shares@ $56.77 avg price	New Position
ESGUIshares Tr Recent Activity New Position	0.21%	$388,000 3,015 shares@ $128.69 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.2%	$366,000 892 shares@ $410.32 avg price	New Position
ESGVVanguard World Fd Recent Activity New Position	0.15%	$267,000 2,546 shares@ $104.88 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.11%	$205,000 1,246 shares@ $164.53 avg price	New Position
PFXFVaneck Etf Trust Recent Activity New Position	0.11%	$196,000 11,371 shares@ $17.24 avg price	New Position