Meridian Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Meridian Financial Advisors, LLC reported 119 stock positions worth $144.8 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 6.8% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 6.7%) and iShares Core S&P 500 ETF (IVV, 6.2%). Compared with Q3 2024, it opened 3 new positions, sold out of 10, added to 45 and reduced 60. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +3%) and the biggest sale an exit from iShares Russell 1000 Growth (IWF).
- Most Recent 13F
- Q2 2026
- Location
- HOLLISTON, MA
- CIK
- 0002032629
- Portfolio Value
- $144.8M (Q4 2024)
- SEC Filing
- 0002032629-25-000003 ↗ filed Jan 15, 2025
Holdings Value
Holdings 119 stocks · $144.8M
| SCHD Schwab US DVD Equity ETF | 6.76% | 358,527 | $9.8M | Reduce -1.4% |
| JPST JPMorgan Ultra-Short Income | 6.72% | 193,172 | $9.7M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 6.24% | 15,357 | $9.0M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 5.38% | 67,599 | $7.8M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 5.04% | 117,057 | $7.3M | Reduce -1.4% |
| DGRO iShares Core Dividend Growth | 4.89% | 115,432 | $7.1M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.21% | 17,601 | $4.6M | Reduce -1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.69% | 56,429 | $3.9M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 2.34% | 19,361 | $3.4M | Add +3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.33% | 14,047 | $3.4M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 2.19% | 23,997 | $3.2M | Add +1.2% |
| MSFT Microsoft Corp. | 2.11% | 7,242 | $3.1M | Reduce -8.8% |
| DGRW Wisdomtree U.S. Quality Divi | 2.04% | 36,490 | $3.0M | Add +4.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.92% | 61,910 | $2.8M | Add +0.9% |
| QQQM Invesco Nasdaq 100 ETF | 1.88% | 12,928 | $2.7M | Reduce -1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.60% | 9,116 | $2.3M | Add +0.6% |
| AAPL Apple Inc. | 1.50% | 8,670 | $2.2M | Reduce -2.8% |
| RIGS Alps Strategic Income Fund | 1.40% | 87,716 | $2.0M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 1.40% | 10,321 | $2.0M | Reduce -3.9% |
| MDY State Street SPDR S&P Midcap | 1.36% | 3,448 | $2.0M | Reduce -4.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.20% | 19,797 | $1.7M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.20% | 2,955 | $1.7M | Reduce -1.6% |
| SPHQ Invesco S&P 500 Quality ETF | 1.14% | 24,588 | $1.6M | Reduce -5.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.12% | 5,793 | $1.6M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 1.12% | 16,297 | $1.6M | Reduce -5.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.09% | 20,308 | $1.6M | Add +12.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.09% | 28,909 | $1.6M | Reduce -1.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.88% | 14,602 | $1.3M | Add +4.3% |
| AMZN Amazon.com Inc. | 0.80% | 5,250 | $1.2M | Reduce -11.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.78% | 5,731 | $1.1M | Add +0.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.76% | 37,003 | $1.1M | Add +1.4% |
| DON Wisdomtree US Midcap Dividen | 0.76% | 21,573 | $1.1M | Reduce -3.7% |
| VCIT Vanguard Int-Term Corporate | 0.69% | 12,395 | $995K | Add +7.7% |
| SYLD Cambria Shareholder Yield Et | 0.65% | 13,645 | $934K | Reduce -4.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.63% | 13,107 | $918K | Reduce -1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.62% | 7,138 | $892K | Add +0.2% |
| FBCG Fidelity Blue Chip Grow ETF | 0.60% | 18,731 | $866K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.60% | 14,608 | $865K | Reduce -2.7% |
| NOBL Proshares S&P 500 Dividend A | 0.54% | 7,882 | $785K | Add +4.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 10,039 | $760K | Add +9.7% |
| JPM JPMorgan Chase & Co. | 0.51% | 3,110 | $746K | Reduce -15.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.51% | 7,542 | $743K | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,321 | $712K | Add +4.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.49% | 4,351 | $704K | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 1,564 | $642K | Add +3.8% |
| XLV SS Health Care Select Sector | 0.44% | 4,583 | $630K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.44% | 3,310 | $630K | Add +1.5% |
| SUSA iShares ESG Optimized MSCI U | 0.42% | 5,018 | $610K | Reduce -8.2% |
| SCHM Schwab US Mid Cap ETF | 0.41% | 21,675 | $601K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.40% | 4,225 | $572K | Add +4.0% |
| FPXI First Trust International Eq | 0.39% | 12,028 | $567K | Add +0.0% |
| WM Waste Management Inc. | 0.39% | 2,771 | $559K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 10,686 | $550K | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,784 | $527K | Reduce -22.3% |
| XLK SS Technology Select Sector | 0.36% | 2,234 | $519K | Reduce -5.3% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 4,042 | $516K | Add +2.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.35% | 15,690 | $514K | Add +122.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.35% | 5,646 | $513K | Add +6.8% |
| IUSG iShares Core S&P U.S. Growth | 0.35% | 3,669 | $511K | Add +14.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.34% | 7,148 | $485K | Add +5.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.32% | 5,763 | $462K | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.31% | 928 | $451K | Reduce -7.3% |
| IDHQ Invesco S&P International DE | 0.30% | 15,231 | $431K | Reduce -1.7% |
| XMMO Invesco S&P Midcap Momentum | 0.28% | 3,250 | $401K | Add +3.2% |
| JNJ Johnson & Johnson | 0.28% | 2,770 | $401K | Reduce -12.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,779 | $391K | Reduce -2.5% |
| SPDG SS SPDR P S&P Sec N D ETF | 0.27% | 10,245 | $385K | Add +21.9% |
| SO The Southern Co. | 0.26% | 4,627 | $381K | No change |
| MCD McDonald's Corp. | 0.26% | 1,302 | $378K | Reduce -13.3% |
| XLF SS Financial Select Sector | 0.26% | 7,778 | $376K | Add +11.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 1,360 | $367K | No change |
| DIVB iShares Core Dividend ETF | 0.25% | 7,720 | $366K | Add +0.2% |
| SYK Stryker Corp. | 0.25% | 991 | $357K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 773 | $350K | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 0.24% | 4,616 | $349K | Add +0.3% |
| DSTL Distillate US Fundamental St | 0.24% | 6,200 | $341K | Add +5.1% |
| IHF iShares U.S. Healthcare Prov | 0.23% | 7,065 | $339K | Reduce -11.0% |
| XLB SS Materials Select Sector | 0.23% | 4,027 | $339K | Add +10.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.23% | 3,747 | $339K | Reduce -0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 982 | $336K | Reduce -3.0% |
| RTX RTX Corp. | 0.23% | 2,869 | $332K | Reduce -9.5% |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.23% | 6,455 | $328K | Reduce -2.3% |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 3,947 | $316K | Add +0.5% |
| AGGY Wisdomtree Yield Enhanced US | 0.22% | 7,315 | $314K | Add +2.3% |
| PG The Procter & Gamble Co. | 0.21% | 1,855 | $311K | Reduce -20.4% |
| DIVI Franklin International Core | 0.21% | 10,312 | $309K | Reduce -1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.21% | 5,069 | $308K | Add +0.0% |
| BALL Ball Corp. | 0.21% | 5,485 | $302K | No change |
| VZ Verizon Communications Inc. | 0.21% | 7,467 | $299K | Reduce -1.6% |
| JMUB JPMorgan Municipal ETF | 0.21% | 5,938 | $298K | Add +6.8% |
| XLI SS Industrial Select Sector | 0.20% | 2,200 | $290K | Reduce -21.4% |
| UTHR United Therapeutics Corp. | 0.19% | 780 | $275K | No change |
| XMLV Invesco S&P Midcap Low Volat | 0.19% | 4,511 | $274K | Reduce -2.2% |
| USB US Bancorp | 0.19% | 5,634 | $269K | Reduce -3.2% |
| CVX Chevron Corp. | 0.19% | 1,860 | $269K | Reduce -24.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 5,022 | $255K | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.18% | 503 | $254K | Reduce -13.7% |
| D Dominion Energy Inc. | 0.18% | 4,708 | $254K | Add +0.8% |
| AVY Avery Dennison Corp. | 0.17% | 1,331 | $249K | No change |
| CVS CVS Health Corp. | 0.17% | 5,457 | $245K | Reduce -18.9% |
Portfolio Sells Q3 2024 → Q4 2024
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.53 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.30 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.18 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 1.12% | −0.18 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -8.8% | 2.11% | −0.17 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.16 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.15 |
| AEP American Electric Power | Sold out | 0.00% | −0.15 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.15 |
| IQLT iShares MSCI International Q | Sold out | 0.00% | −0.14 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.14 |
| CVS CVS Health Corp. | Reduce -18.9% | 0.17% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -7.3% | 0.31% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.4% | 6.76% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -35.0% | 0.14% | −0.08 |
| IHF iShares U.S. Healthcare Prov | Reduce -11.0% | 0.23% | −0.07 |
| JNJ Johnson & Johnson | Reduce -12.6% | 0.28% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -19.8% | 0.16% | −0.06 |
| CVX Chevron Corp. | Reduce -24.4% | 0.19% | −0.06 |
| ORCL Oracle Corp. | Reduce -26.4% | 0.16% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -20.4% | 0.21% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -21.4% | 0.20% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -13.7% | 0.18% | −0.05 |
| SYLD Cambria Shareholder Yield Et | Reduce -4.8% | 0.65% | −0.05 |
| MCD McDonald's Corp. | Reduce -13.3% | 0.26% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -9.1% | 0.15% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -22.3% | 0.36% | −0.03 |
| IDHQ Invesco S&P International DE | Reduce -1.7% | 0.30% | −0.03 |
| PEP Pepsico Inc. | Reduce -9.7% | 0.15% | −0.03 |
| RTX RTX Corp. | Reduce -9.5% | 0.23% | −0.03 |
| ITW Illinois Tool Works | Reduce -15.2% | 0.15% | −0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -5.1% | 1.14% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.9% | 1.40% | −0.03 |
| DUK Duke Energy Corp. | Reduce -11.3% | 0.15% | −0.02 |
| AVGO Broadcom Inc. | Reduce -36.6% | 0.17% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.21% | −0.02 |
| DIVI Franklin International Core | Reduce -1.9% | 0.21% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -8.2% | 0.42% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -4.5% | 1.36% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -1.6% | 0.51% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.14% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.7% | 0.76% | −0.01 |
| XHE SS SPDR S&P HC Equip ETF | Reduce -3.9% | 0.15% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -15.6% | 0.51% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.1% | 0.63% | −0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.8% | 0.23% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.24% | −0.00 |
| BAC Bank of America Corp. | Reduce -12.3% | 0.16% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.5% | 0.27% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| JPST JPMorgan Ultra-Short Income | Add +2.9% | 6.72% | +0.36 |
| SPIB SS SPDR P Int C Corp. ETF | Add +122.5% | 0.35% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.0% | 2.69% | +0.17 |
| DGRO iShares Core Dividend Growth | Add +2.2% | 4.89% | +0.16 |
| REGL Prshrs S&P Mid 400 DVD Arist | New | 0.15% | +0.15 |
| BSJQ Invesco Bulletshares 2026 HY | New | 0.15% | +0.15 |
| XLC SS Comm Select Sector SPDR | New | 0.14% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +12.6% | 1.09% | +0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.6% | 1.60% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +3.2% | 2.34% | +0.10 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.4% | 2.04% | +0.10 |
| IUSG iShares Core S&P U.S. Growth | Add +14.8% | 0.35% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.44% | +0.07 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +4.3% | 0.88% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.8% | 0.44% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.9% | 1.92% | +0.06 |
| SPDG SS SPDR P S&P Sec N D ETF | Add +21.9% | 0.27% | +0.05 |
| XLF SS Financial Select Sector | Add +11.4% | 0.26% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 0.49% | +0.05 |
| RIGS Alps Strategic Income Fund | Add +1.3% | 1.40% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +7.7% | 0.69% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +9.7% | 0.52% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +6.8% | 0.35% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +8.9% | 0.38% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.2% | 0.62% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +1.4% | 0.76% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +3.2% | 0.28% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.8% | 0.78% | +0.02 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +1.8% | 0.32% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +2.5% | 0.36% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +4.0% | 0.40% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +6.8% | 0.18% | +0.02 |
| JMUB JPMorgan Municipal ETF | Add +6.8% | 0.21% | +0.02 |
| DSTL Distillate US Fundamental St | Add +5.1% | 0.24% | +0.01 |
| AGGY Wisdomtree Yield Enhanced US | Add +2.3% | 0.22% | +0.00 |
| FPXI First Trust International Eq | Add +0.0% | 0.39% | +0.00 |
| DIVB iShares Core Dividend ETF | Add +0.2% | 0.25% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.2% | 0.34% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +4.0% | 0.54% | +0.00 |
| XLB SS Materials Select Sector | Add +10.8% | 0.23% | 0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.1% | 0.49% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +3.9% | 0.14% | −0.00 |
| D Dominion Energy Inc. | Add +0.8% | 0.18% | −0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +0.5% | 0.22% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 0.24% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.0% | 0.21% | −0.02 |
| XLV SS Health Care Select Sector | Add +2.3% | 0.44% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +1.2% | 2.19% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $208.1M | IVV, SCHD, QQQ, JPST, DGRO |
| Q1 2026 | 141 | $183.0M | SCHD, JPST, IVV, DGRO, QQQ |
| Q4 2025 | 141 | $183.6M | JPST, IVV, SCHD, QQQ, DGRO |
| Q3 2025 | 140 | $177.5M | JPST, IVV, SCHD, QQQ, DGRO |
| Q2 2025 | 127 | $154.5M | JPST, SCHD, IVV, DGRO, IJR |
| Q1 2025 | 121 | $142.5M | SCHD, JPST, IVV, IJR, DGRO |
| Q4 2024 | 119 | $144.8M | SCHD, JPST, IVV, IJR, IJH |
| Q3 2024 | 126 | $149.7M | SCHD, JPST, IVV, IJR, IJH |
| Q2 2024 | 120 | $138.0M | JPST, SCHD, IVV, IJR, IJH |
| Q1 2024 | 121 | $134.0M | SCHD, JPST, IVV, IJR, IJH |