Meridian Financial Advisors, LLC

Name: Meridian Financial Advisors, LLC 13F holdings, Q4 2024
Creator: Meridian Financial Advisors, LLC
Published: 2025-01-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.17%	575	$245K	No change
AVGO Broadcom Inc.	0.17%	1,040	$241K	Reduce -36.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.16%	5,350	$235K	Reduce -12.3%
LLY Eli Lilly & Co.	0.16%	303	$234K	Reduce -19.8%
ORCL Oracle Corp.	0.16%	1,395	$232K	Reduce -26.4%
RWJ Invesco S&P Smallcap 600	0.16%	4,965	$227K	No change
XHE SS SPDR S&P HC Equip ETF	0.15%	2,475	$219K	Reduce -3.9%
NEE Nextera Energy Inc.	0.15%	3,002	$215K	Reduce -9.1%
PEP Pepsico Inc.	0.15%	1,402	$213K	Reduce -9.7%
ALNY Alnylam Pharmaceuticals Inc.	0.15%	900	$212K	No change
ITW Illinois Tool Works	0.15%	835	$212K	Reduce -15.2%
REGL Prshrs S&P Mid 400 DVD Arist	0.15%	2,618	$211K	New
DUK Duke Energy Corp.	0.15%	1,956	$211K	Reduce -11.3%
BSJQ Invesco Bulletshares 2026 HY	0.15%	9,049	$211K	New
VTV Vanguard Mrngstr Val ETF-Aui	0.14%	1,206	$204K	Reduce -35.0%
XLC SS Comm Select Sector SPDR	0.14%	2,100	$203K	New
CYTK Cytokinetics Inc.	0.14%	4,318	$203K	No change
ABBV Abbvie Inc.	0.14%	1,137	$202K	Reduce -0.9%
SCHF Schwab Intl Equity ETF	0.14%	10,645	$197K	Add +3.9%

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