Thursday, August 4 2022

Meridian Financial Partners LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

39 S. 4TH STREET WARRENTON, VA 20186

According to the latest 13F report, the guru’s stock portfolio contained 88 stocks valued at a total of $147.00 million. The main titles were VOO (11.87%), JPST (8.94%) and DGRO (7.10%).

According to data from GuruFocus, these were Meridian Financial Partners LLC’s top five deals of the quarter.

Vanguard S&P 500 ETF

The guru established a new position worth 47,451 shares in ARCA:VOO, giving the stock an 11.87% weighting in the equity portfolio. The shares traded at an average price of $375.84 during the quarter.

On 7/29/2022, the Vanguard S&P 500 ETF traded at a price of $377.52 per share and a market capitalization of $269.95 billion. The stock has returned -5.55% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, Vanguard S&P 500 ETF has a price-to-earnings ratio of 20.31 and a price-to-book ratio of 3.90.

WisdomTree U.S. Large Cap Dividend Fund

Meridian Financial Partners LLC reduced its investment in ARCA:DLN by 50,442 shares. The transaction had an impact of 4.95% on the equity portfolio. During the quarter, the stock traded at an average price of $62.64.

On 7/29/2022, the WisdomTree US LargeCap Dividend Fund traded at a price of $62.125 per share and a market capitalization of $3.52 billion. The stock has returned 3.14% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, the WisdomTree US LargeCap Dividend Fund has a price-to-earnings ratio of 16.61 and a price-to-book ratio of 3.06.

iShares Russell 3000 ETF

The guru established a new position worth 26,069 shares in ARCA:IWV, giving the stock a 4.1% weighting in the equity portfolio. The shares traded at an average price of $236.7 during the quarter.

On 7/29/2022, the iShares Russell 3000 ETF traded at a price of $236.993 per share and a market capitalization of $10.84 billion. The stock has returned -8.39% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares Russell 3000 ETF has a price-to-earnings ratio of 17.77 and a price-to-book ratio of 3.25.

iShares Core Dividend Growth ETF

During the quarter, Meridian Financial Partners LLC purchased 119,187 shares of ARCA:DGRO for a total equity stake of 209,833. The transaction had a 4.03% impact on the equity portfolio. During the quarter, the stock traded at an average price of $50.29.

On 7/29/2022, iShares Core Dividend Growth ETF traded at a price of $50.45 per share and a market capitalization of $23.49 billion. The stock has returned -0.53% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares Core Dividend Growth ETF has a price-to-earnings ratio of 15.75 and a price-to-book ratio of 2.95.

iShares MSCI USA Quality Factor ETF

The guru established a new position worth 44,225 shares in BATS:QUAL, giving the stock a 3.57% weighting in the equity portfolio. The shares traded at an average price of $121.89 during the quarter.

On 7/29/2022, iShares MSCI USA Quality Factor ETF traded at a price of $121.35 per share and a market capitalization of $20.06 billion. The stock has returned -10.87% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares MSCI USA Quality Factor ETF has a price-to-earnings ratio of 15.88 and a price-to-book ratio of 5.06.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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This article is general in nature and does not represent the views of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendation. It has been written without taking into account your personal situation or financial objectives. Our goal is to bring you data-driven fundamental analysis. The information on this site is in no way guaranteed to be complete, accurate or in any other way.

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