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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
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -23.01%
0.2%
$360,000
21,988 shares@ $16.38 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -25.49%
0.19%
$348,000
18,990 shares@ $18.33 avg price
FYLDCambria Etf Tr
Recent Activity
Decreased -13.47%
0.17%
$317,000
12,568 shares@ $25.23 avg price
DGSWisdomtree Tr
Recent Activity
Decreased -1.73%
0.16%
$293,000
5,991 shares@ $48.91 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.09%
0.12%
$227,000
1,496 shares@ $151.74 avg price
DHRDanaher Corporation
Recent Activity
Decreased -5.53%
0.11%
$208,000
904 shares@ $230.09 avg price