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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
XOMExxon Mobil Corp
Recent Activity
Increased 0.75%
1.69%
$3.2M
29,748 shares@ $107.58 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.37%
1.68%
$3.179M
23,674 shares@ $134.29 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 10.95%
1.64%
$3.096M
41,433 shares@ $74.73 avg price
DLNWisdomtree Tr
Recent Activity
Increased 0.46%
1.57%
$2.971M
38,197 shares@ $77.79 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.47%
1.53%
$2.882M
15,226 shares@ $189.29 avg price
VVisa Inc
Recent Activity
Increased 0.57%
1.41%
$2.653M
8,394 shares@ $316.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.86%
1.27%
$2.389M
9,965 shares@ $239.74 avg price
IWVIshares Tr
Recent Activity
Decreased -1.73%
1.15%
$2.172M
6,497 shares@ $334.31 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.4%
1.12%
$2.112M
12,596 shares@ $167.68 avg price
IWRIshares Tr
Recent Activity
Increased 0.5%
1.1%
$2.076M
23,482 shares@ $88.41 avg price