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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
MRKMerck & Co Inc
Recent Activity
Decreased -1.89%
0.7%
$1.322M
13,286 shares@ $99.51 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -6.87%
0.66%
$1.235M
30,873 shares@ $40.01 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -0.97%
0.66%
$1.233M
5,377 shares@ $229.32 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.96%
0.65%
$1.217M
1,148 shares@ $1060.11 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -0.36%
0.64%
$1.208M
5,743 shares@ $210.35 avg price
USBUs Bancorp Del
Recent Activity
Decreased -3.69%
0.64%
$1.196M
25,004 shares@ $47.84 avg price
JMSBJohn Marshall Bancorp Inc
Recent Activity
Decreased -7.68%
0.62%
$1.157M
57,619 shares@ $20.09 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -5.73%
0.6%
$1.129M
30,086 shares@ $37.53 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.59%
0.48%
$891,000
1,743 shares@ $511.19 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -4.66%
0.43%
$802,000
2,536 shares@ $316.25 avg price