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Portfolio (Quarterly) Guide ↗

Meridian Financial Advisors, LLC

· CIK 0002032629
13F Portfolio $178M AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 140 New
Page 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIVB ISHARES TR 7,957.0 $416K 0.23% NEW $52.25 +12.3%
82 SO SOUTHERN CO Utilities 4,227.0 $401K 0.23% NEW $94.77 -1.1%
83 DSTL ETF SER SOLUTIONS 6,900.0 $400K 0.23% NEW $57.96 +0.1%
84 MCD MCDONALDS CORP Consumer Cyclical 1,302.0 $396K 0.22% NEW $303.99 -7.1%
85 VIGI VANGUARD WHITEHALL FDS 4,396.0 $394K 0.22% NEW $89.56 +3.9%
86 ORCL ORACLE CORP Technology 1,395.0 $392K 0.22% NEW $281.21 -33.6%
87 BERKSHIRE HATHAWAY INC DEL 759.0 $382K 0.21% NEW $502.74
88 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 828.0 $378K 0.21% NEW $456.00 -35.5%
89 SLYG SPDR SERIES TRUST 3,906.0 $368K 0.21% NEW $94.32 +11.4%
90 XLB SELECT SECTOR SPDR TR 4,092.0 $367K 0.21% NEW $89.62 -45.3%
91 SYK STRYKER CORPORATION Healthcare 991.0 $366K 0.21% NEW $369.75 -15.3%
92 CVS CVS HEALTH CORP Healthcare 4,847.0 $365K 0.21% NEW $75.40 +27.3%
93 SCZ ISHARES TR 4,672.0 $358K 0.20% NEW $76.71 +9.1%
94 SJNK SPDR SERIES TRUST 13,301.0 $341K 0.19% NEW $25.60 -2.7%
95 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 780.0 $327K 0.18% NEW $419.21 +35.3%
96 VZ VERIZON COMMUNICATIONS INC Communication Services 7,362.0 $324K 0.18% NEW $43.95 +6.4%
97 XLI SELECT SECTOR SPDR TR 2,097.0 $323K 0.18% NEW $154.23 +9.4%
98 JMST J P MORGAN EXCHANGE TRADED F 5,944.0 $303K 0.17% NEW $51.04 -0.4%
99 SPDW SPDR INDEX SHS FDS 7,018.0 $300K 0.17% NEW $42.79 +14.7%
100 JMUB J P MORGAN EXCHANGE TRADED F 5,938.0 $300K 0.17% NEW $50.47 -1.2%
Page 5 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.1%
Technology 23.9%
Healthcare 10.6%
Communication Services 5.6%
Industrials 5.4%
Consumer Cyclical 5.2%
Utilities 4.0%
Consumer Defensive 1.4%
Energy 0.8%