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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
VTIVanguard Index Fds
Recent Activity
Decreased -7.36%
0.4%
$740,000
2,553 shares@ $289.86 avg price
PFEPfizer Inc
Recent Activity
Decreased -14.69%
0.39%
$737,000
27,783 shares@ $26.53 avg price
ONOn Semiconductor Corp
Recent Activity
Decreased -6.96%
0.36%
$663,000
10,518 shares@ $63.04 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.12%
0.34%
$633,000
1,627 shares@ $389.06 avg price
KVUEKenvue Inc
Recent Activity
Decreased -15.55%
0.33%
$624,000
29,218 shares@ $21.36 avg price
FFord Mtr Co
Recent Activity
Decreased -28.88%
0.32%
$602,000
60,781 shares@ $9.91 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Decreased -61.96%
0.29%
$548,000
9,726 shares@ $56.35 avg price
ALBAlbemarle Corp
Recent Activity
Decreased -29.04%
0.28%
$515,000
5,984 shares@ $86.07 avg price
IBMInternational Business Machs
Recent Activity
Decreased -2.85%
0.22%
$411,000
1,871 shares@ $219.67 avg price
DOLWisdomtree Tr
Recent Activity
Decreased -2.02%
0.21%
$391,000
7,905 shares@ $49.47 avg price