MFP
Meridian Financial Partners Portfolio holdings
AUM
$253M
1-Year Est. Return
17.92%
This Fund
S&P 500
1 Year Est. Return
+17.92%
AUM
$253M
AUM Growth
+$12.1M
(+5%)
Holding
122
Top Buys
| 1 | +$3.3M | |
| 2 | +$1.4M | |
| 3 | +$791K | |
| 4 |
Visa
V
|
+$677K |
| 5 |
Tesla
TSLA
|
+$571K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$725K | |
| 3 | +$331K | |
| 4 |
UnitedHealth
UNH
|
+$289K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$265K |
Sector Composition
| 1 | Technology | 13.44% |
| 2 | Financials | 6.86% |
| 3 | Communication Services | 4.37% |
| 4 | Industrials | 3.42% |
| 5 | Healthcare | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$370B
| $2.31M | 0.91% |
13,827
+4
|
|
||
27
L3Harris
LHX
$68.1B
| $2.06M | 0.82% |
5,925
-46
|
|
||
28
NextEra Energy
NEE
$195B
| $2.03M | 0.8% |
24,187
-115
|
|
||
|
29
Tesla
TSLA
$1.51T
| $1.93M | 0.76% |
4,475
+1,289
|
|
||
30
Procter & Gamble
PG
$389B
| $1.92M | 0.76% |
13,125
+207
|
|
||
31
TSMC
TSM
$1.94T
| $1.86M | 0.74% |
5,706
-57
|
|
||
32
Generac Holdings
GNRC
$13.2B
| $1.73M | 0.68% |
10,056
+61
|
|
||
33
Duke Energy
DUK
$102B
| $1.69M | 0.67% |
14,136
+307
|
|
||
34
VanEck Preferred Securities ex Financials ETF
PFXF
$2.18B
| $1.63M | 0.65% |
88,738
+4,162
|
|
||
35
Capital One
COF
$122B
| $1.62M | 0.64% |
7,032
+5
|
|
||
36
Merck
MRK
$306B
| $1.54M | 0.61% |
13,889
-21
|
|
||
37
Labcorp
LH
$23.8B
| $1.51M | 0.6% |
5,594
+62
|
|
||
38
Johnson & Johnson
JNJ
$599B
| $1.5M | 0.59% |
6,860
-83
|
|
||
39
US Bancorp
USB
$85B
| $1.44M | 0.57% |
25,931
-675
|
|
||
40
Host Hotels & Resorts
HST
$13.5B
| $1.42M | 0.56% |
75,906
-3,460
|
|
||
41
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
| $1.34M | 0.53% |
28,502
+156
|
|
||
42
Coca-Cola
KO
$351B
| $1.31M | 0.52% |
18,249
+80
|
|
||
43
Verizon
VZ
$211B
| $1.25M | 0.5% |
31,945
-38
|
|
||
44
Oracle
ORCL
$418B
| $1.25M | 0.5% |
7,200
+149
|
|
||
45
John Marshall Bancorp
JMSB
$273M
| $1.22M | 0.48% |
57,619
|
|
||
46
Eli Lilly
LLY
$992B
| $1.21M | 0.48% |
1,125
-15
|
|
||
47
Union Pacific
UNP
$157B
| $1.17M | 0.46% |
5,082
+236
|
|
||
48
Quanta Services
PWR
$84B
| $1.14M | 0.45% |
2,405
-51
|
|
||
49
iShares MSCI USA Quality Factor ETF
QUAL
$50.3B
| $1.13M | 0.45% |
5,587
|
|
||
50
Rithm Capital
RITM
$5.59B
| $1.1M | 0.44% |
94,034
+1,042
|
|