Meridian Financial Advisors, LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$142.5M

Holdings

121

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (121 positions)

#	Stock	Shares	Value	% Portfolio
1	SCHDSCHWAB STRATEGIC TR	362,375	$10.1M	7.11%
2	JPSTJ P MORGAN EXCHANGE TRADED F	195,475	$9.9M	6.94%
3	IVVISHARES TR	15,297	$8.6M	6.03%
4	IJRISHARES TR	68,026	$7.1M	4.99%
5	DGROISHARES TR	114,573	$7.1M	4.97%
6	IJHISHARES TR	118,103	$6.9M	4.84%
7	VOVANGUARD INDEX FDS	17,422	$4.5M	3.16%
8	SPYMSPDR SER TR	57,353	$3.8M	2.65%
9	RSPINVESCO EXCHANGE TRADED FD T	20,808	$3.6M	2.53%
10	SDYSPDR SER TR	24,650	$3.3M	2.35%
11	VBVANGUARD INDEX FDS	13,928	$3.1M	2.17%
12	DGRWWISDOMTREE TR	37,476	$3.0M	2.10%
13	MSFTMICROSOFT CORP	7,137	$2.7M	1.88%
14	SPSMSPDR SER TR	64,208	$2.6M	1.84%
15	QQQMINVESCO EXCH TRADED FD TR II	12,808	$2.5M	1.73%
16	VOTVANGUARD INDEX FDS	8,953	$2.2M	1.54%
17	RIGSALPS ETF TR	90,045	$2.1M	1.46%
18	VIGVANGUARD SPECIALIZED FUNDS	10,350	$2.0M	1.41%
19	AAPLAPPLE INC	8,552	$1.9M	1.33%
20	MDYSPDR S&P MIDCAP 400 ETF TR	3,343	$1.8M	1.25%
21	VCSHVANGUARD SCOTTSDALE FDS	21,512	$1.7M	1.19%
22	SPHQINVESCO EXCHANGE TRADED FD T	25,524	$1.7M	1.19%
23	SPYSPDR S&P 500 ETF TR	2,921	$1.6M	1.15%
24	SPYGSPDR SER TR	20,266	$1.6M	1.14%
25	SPMDSPDR SER TR	29,889	$1.5M	1.07%
26	MRKMERCK & CO INC	16,395	$1.5M	1.03%
27	VBKVANGUARD INDEX FDS	5,811	$1.5M	1.03%
28	SPSBSPDR SER TR	47,096	$1.4M	0.99%
29	SLYVSPDR SER TR	14,987	$1.2M	0.82%
30	VBRVANGUARD INDEX FDS	5,895	$1.1M	0.77%
31	DONWISDOMTREE TR	21,385	$1.1M	0.74%
32	AMZNAMAZON COM INC	5,230	$995K	0.70%
33	VCITVANGUARD SCOTTSDALE FDS	11,939	$976K	0.68%
34	SPLVINVESCO EXCH TRADED FD TR II	13,008	$972K	0.68%
35	CSCOCISCO SYS INC	14,458	$892K	0.63%
36	SYLDCAMBRIA ETF TR	13,696	$874K	0.61%
37	IJJISHARES TR	7,139	$855K	0.60%
38	VOOVANGUARD INDEX FDS	1,609	$827K	0.58%
39	NOBLPROSHARES TR	7,682	$785K	0.55%
40	XLUSELECT SECTOR SPDR TR	9,781	$771K	0.54%
41	JPMJPMORGAN CHASE & CO.	3,095	$759K	0.53%
42	FBCGFIDELITY COVINGTON TRUST	18,029	$721K	0.51%
43	VOEVANGUARD INDEX FDS	4,357	$699K	0.49%
44	XLVSELECT SECTOR SPDR TR	4,664	$681K	0.48%
45	XMHQINVESCO EXCHANGE TRADED FD T	7,082	$648K	0.45%
46	WMWASTE MGMT INC DEL	2,771	$642K	0.45%
47	SPIBSPDR SER TR	19,010	$632K	0.44%
48	VUGVANGUARD INDEX FDS	1,580	$586K	0.41%
49	VYMIVANGUARD WHITEHALL FDS	7,689	$567K	0.40%
50	IUSGISHARES TR	4,446	$565K	0.40%
51	SUSAISHARES TR	4,918	$565K	0.40%
52	VYMVANGUARD WHITEHALL FDS	4,315	$556K	0.39%
53	SCHMSCHWAB STRATEGIC TR	21,097	$553K	0.39%
54	IJTISHARES TR	4,398	$548K	0.38%
55	FPXIFIRST TR EXCHANGE TRADED FD	11,578	$545K	0.38%
56	GOOGALPHABET INC	3,310	$517K	0.36%
57	IJKISHARES TR	5,869	$489K	0.34%
58	JNJJOHNSON & JOHNSON	2,770	$459K	0.32%
59	IDHQINVESCO EXCH TRADED FD TR II	15,260	$457K	0.32%
60	XLKSELECT SECTOR SPDR TR	2,199	$454K	0.32%
61	MDYVSPDR SER TR	5,763	$444K	0.31%
62	IBMINTERNATIONAL BUSINESS MACHS	1,779	$442K	0.31%
63	LMTLOCKHEED MARTIN CORP	928	$415K	0.29%
64	SPDGSPDR SER TR	10,928	$413K	0.29%
65	XLFSELECT SECTOR SPDR TR	8,253	$411K	0.29%
66	GOOGLALPHABET INC	2,644	$409K	0.29%
67	MCDMCDONALDS CORP	1,302	$407K	0.29%
68	BRK/BBERKSHIRE HATHAWAY INC DEL	759	$404K	0.28%
69	DIVBISHARES TR	8,030	$390K	0.27%
70	SOSOUTHERN CO	4,227	$389K	0.27%
71	IGIBISHARES TR	7,344	$386K	0.27%
72	EFAISHARES TR	4,615	$377K	0.26%
73	RTXRTX CORPORATION	2,819	$373K	0.26%
74	AQLTISHARES TR	7,065	$373K	0.26%
75	CVSCVS HEALTH CORP	5,457	$370K	0.26%
76	SYKSTRYKER CORPORATION	991	$369K	0.26%
77	VIGIVANGUARD WHITEHALL FDS	4,366	$362K	0.25%
78	XMMOINVESCO EXCHANGE TRADED FD T	3,150	$358K	0.25%
79	DIVIFRANKLIN TEMPLETON ETF TR	10,743	$350K	0.25%
80	VVVANGUARD INDEX FDS	1,360	$350K	0.25%
81	CRWDCROWDSTRIKE HLDGS INC	982	$346K	0.24%
82	RDDTREDDIT INC	3,286	$345K	0.24%
83	BACVERIZON COMMUNICATIONS INC	7,547	$342K	0.24%
84	XLBSELECT SECTOR SPDR TR	3,927	$338K	0.24%
85	DSTLETF SER SOLUTIONS	6,200	$336K	0.24%
86	SCZISHARES TR	5,070	$322K	0.23%
87	SLYGSPDR SER TR	3,858	$320K	0.22%
88	PGPROCTER AND GAMBLE CO	1,855	$316K	0.22%
89	CVXCHEVRON CORP NEW	1,860	$311K	0.22%
90	JMUBJ P MORGAN EXCHANGE TRADED F	5,938	$297K	0.21%
91	BALLBALL CORP	5,485	$286K	0.20%
92	XLISELECT SECTOR SPDR TR	2,165	$284K	0.20%
93	KOMPSPDR SER TR	6,006	$279K	0.20%
94	XMLVINVESCO EXCH TRADED FD TR II	4,511	$278K	0.20%
95	DDOMINION ENERGY INC	4,747	$266K	0.19%
96	UNHUNITEDHEALTH GROUP INC	503	$263K	0.18%
97	AGGYWISDOMTREE TR	5,951	$258K	0.18%
98	DONSPDR DOW JONES INDL AVERAGE	575	$241K	0.17%
99	UTHUNITED THERAPEUTICS CORP DEL	780	$240K	0.17%
100	JMSTJ P MORGAN EXCHANGE TRADED F	4,723	$240K	0.17%

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