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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.86%
1.27%
$2.389M
9,965 shares@ $239.74 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
CVXChevron Corp New
Recent Activity
Increased 0.51%
1.03%
$1.943M
13,416 shares@ $144.83 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.6%
1.02%
$1.914M
5,595 shares@ $342.1 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.67%
0.9%
$1.691M
23,590 shares@ $71.69 avg price
AVGOBroadcom Inc
Recent Activity
Increased 2.37%
0.9%
$1.688M
7,280 shares@ $231.87 avg price
JNJJohnson & Johnson
Recent Activity
Increased 0.63%
0.81%
$1.528M
10,564 shares@ $144.65 avg price
GNRCGenerac Hldgs Inc
Recent Activity
Increased 0.31%
0.79%
$1.489M
9,603 shares@ $155.06 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.44%
0.78%
$1.476M
4,414 shares@ $334.4 avg price