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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
FSDFirst Tr High Income Long
Recent Activity
Exited
0%
$950,000
52,504 shares@ $18.1 avg price
NKENike Inc
Recent Activity
Exited
0%
$742,000
8,396 shares@ $88.38 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$651,000
32,997 shares@ $19.73 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$476,000
23,170 shares@ $20.55 avg price
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$308,000
10,472 shares@ $29.42 avg price
ACNAccenture Plc Ireland
Recent Activity
Exited
0%
$212,000
599 shares@ $353.93 avg price
IWDIshares Tr
Recent Activity
Exited
0%
$211,000
1,111 shares@ $189.92 avg price
TAt&t Inc
Recent Activity
Exited
0%
$204,000
9,251 shares@ $22.06 avg price