Portfolio (Quarterly)
Guide ↗
Meridian Financial Advisors, LLC
· CIK 0002032629| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 690 | $336K | 0.18% | SOLD |
| 2 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 728 | $289K | 0.16% | SOLD |
| 3 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,694 | $273K | 0.15% | SOLD |
| 4 | CYTK | CYTOKINETICS INC | Healthcare | 3,583 | $228K | 0.12% | SOLD |
| 5 | AVY | AVERY DENNISON CORP | Industrials | 1,231 | $224K | 0.12% | SOLD |
| 6 | EFAV | ISHARES TR | — | 2,568 | $221K | 0.12% | SOLD |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 9,219 | $215K | 0.12% | SOLD |
Sector Allocation
Financial Services
47.9%
Technology
22.7%
Healthcare
10.1%
Consumer Cyclical
4.9%
Industrials
4.4%
Utilities
4.3%
Communication Services
3.2%
Consumer Defensive
1.5%
Energy
0.9%