Long-term investor
Meridian Financial Advisors, LLC @meridianfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002032629).
Record
- Tracked since 2025-06-30 (476 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +11.3% · 1 year +10.1% · all +10.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.2% · long · since 2025-09-30
- 808524797 · 5.1% · long · since 2025-09-30
- 46641Q837 · 4.9% · long · since 2025-09-30
- 46090E103 · 4.8% · long · since 2025-09-30
- 46434V621 · 4.4% · long · since 2025-09-30
- 464287804 · 3.6% · long · since 2025-09-30
- 464287507 · 3.3% · long · since 2025-09-30
- 78464A854 · 3.3% · long · since 2025-09-30
- 97717X669 · 2.8% · long · since 2025-09-30
- 46138G649 · 2.4% · long · since 2025-09-30
- 922908629 · 2.3% · long · since 2025-09-30
- 46137V357 · 2.1% · long · since 2025-09-30