Titelia

Holdings of Meridian Financial Advisors, LLC

129 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43 % of the equity sleeve

Sector breakdown

  • Funds 15.1 %
  • Technology 3.8 %
  • Health care 1.9 %
  • Financials 1.2 %
  • Industrials 0.9 %
  • Communication 0.9 %
  • Utilities 0.9 %
  • Consumer discretionary 0.8 %
  • Consumer staples 0.3 %
  • Energy 0.1 %
  • Unattributed 74.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US129178.4M $100.00 %

Positions

RankCompanySharesValueWeight
101Dominion Energy Inc 4,698290.4K $
102Vanguard FTSE Developed Markets ETF 4,524289.9K $
103CVS Health Corp 4,034289.7K $
104American Electric Power Co Inc 2,185286.4K $
105US Bancorp 5,473284.7K $
106NextEra Energy Inc 3,044282.7K $
107Broadcom Inc 903279.5K $
108Reddit Inc 2,059277.2K $
109Verizon Communications Inc 5,462274.2K $
110Ball Corp 4,560269.5K $
111State Street Spdr Dow Jones Industrial Average Etf Trust 575266.3K $
112WisdomTree Trust 5,886255.7K $
113Bank of America Corp 5,151251.1K $
114Duke Energy Corp 1,908249.9K $
115Procter & Gamble Co/The 1,705246.2K $
116J P Morgan Exchange Traded Fund Trust 4,427245.8K $
117Visa Inc 813245.7K $
118Coca-Cola Co/The 3,215244.5K $
119AbbVie Inc 1,122244.1K $
120SPDR Series Trust 950241.3K $
121Exxon Mobil Corp 1,416240.2K $
122United Therapeutics Corp 400237.2K $
123Vanguard Tax-Exempt Bond Index ETF 4,712235.1K $
124iShares MSCI EAFE Min Vol Factor ETF 2,568234.6K $
125Morgan Stanley 1,423234.2K $
126SELECT SECTOR SPDR TRUST (THE) 2,100232.8K $
127NVIDIA Corp 1,249217.8K $
128Avery Dennison Corp 1,231212.6K $
129Oracle Corp 1,433210.8K $