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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
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
KOCoca Cola Co
Recent Activity
Increased 3.41%
0.61%
$1.155M
18,553 shares@ $62.26 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -5.73%
0.6%
$1.129M
30,086 shares@ $37.53 avg price
UNPUnion Pac Corp
Recent Activity
Increased 1.85%
0.57%
$1.07M
4,690 shares@ $228.15 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 0.99%
0.57%
$1.067M
2,052 shares@ $519.99 avg price
QUALIshares Tr
Recent Activity
0.55%
$1.037M
5,826 shares@ $178.0 avg price
COFCapital One Finl Corp
Recent Activity
Increased 1.62%
0.53%
$989,000
5,547 shares@ $178.3 avg price
RITMRithm Capital Corp
Recent Activity
New Position
0.48%
$898,000
82,961 shares@ $10.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -3.59%
0.48%
$891,000
1,743 shares@ $511.19 avg price