Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AXSM",
  "ENVX",
  "HIO",
  "ARES",
  "HOOD",
  "GDX",
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AKAM",
  "HUM",
  null,
  null,
  "RF",
  "SMCI",
  "ARM",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "MAIN",
  null,
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "GDXJ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CP.TO",
  "ARCC",
  "SAN",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "CLM",
  "DBEF",
  "USA",
  "DUK",
  "EVT",
  "D",
  "EHC",
  null,
  "SONO",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GFS",
  "FITB",
  "ETB",
  null,
  null,
  null,
  "NUVB",
  "GD",
  null,
  "GILD",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "SYBT",
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  null,
  "META",
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  "RBCAA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "DMAC",
  null,
  "BOE",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "STK",
  "IMMP",
  "MPC",
  "WDFC",
  "MMC",
  "MA",
  null,
  "QXO",
  "PODD",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "ESPR",
  "FICO",
  null,
  null,
  "GAB",
  "GE",
  "NVS",
  "OXY",
  null,
  "ORLY",
  "PCAR",
  "AER",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "AMGN",
  null,
  "PKG",
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "SOUN",
  "MKZR",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "RKLB",
  "HYMC",
  "SCHW",
  "MNST",
  "VWO",
  "ETV",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "VIG",
  "TSCO",
  "CTM",
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "RMD",
  "HUMA",
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  null,
  "VRTX",
  null,
  null,
  "EW",
  "TT",
  "VRT",
  "SYNA",
  "GM",
  "HAL",
  "STWD",
  "AXON",
  "AMD",
  "X",
  "SDY",
  "FI",
  "VVV",
  "F",
  "DECK",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "EFX",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "ESQ",
  "HWKN",
  null,
  null,
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  "CHY",
  null,
  null,
  null,
  null,
  null,
  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  null,
  "DKNG",
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VTWO",
  "VBK",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WMB",
  null,
  null,
  null,
  "YUM",
  null,
  "IUSG",
  null,
  null,
  "GRMN",
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  null,
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "SBSW",
  "SJM",
  null,
  "OTIS",
  "SSD",
  "ROL",
  "CRM",
  null,
  "RDDT",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ARLP",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  "GWW",
  "ESGU",
  null,
  "PSA",
  "NUE",
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  null,
  null,
  "BA",
  "BLNK",
  "OWL",
  "BMY",
  "AI",
  "CZR",
  "CM",
  "CNI",
  "CDNS",
  "CVNA",
  "CARR",
  "CSL",
  "CBRE",
  "CASY",
  "CVE",
  "CVX",
  "LNG",
  "CB",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "COHR",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CTMX",
  "DVA",
  "DE",
  "DAL",
  "DFAC",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 620
Total Value: 2065706771
Accession Number: 0001697300-25-000004
Form Type: 13F-HR
CIK: meridian-wealth-management
Manager Name: Meridian-Wealth-Management

Data Enrichment

68% identified

421 identified199 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

620 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 31

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:812.6K

Value:$88.1M

% of Portfolio:4.3% ($88.1M/$2.1B)

Apple Inc.

AAPL|037833100

Shares:391.5K

Value:$87.0M

% of Portfolio:4.2% ($87.0M/$2.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:716.8K

Value:$85.2M

% of Portfolio:4.1% ($85.2M/$2.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:158.3K

Value:$74.2M

% of Portfolio:3.6% ($74.2M/$2.1B)

AMAZON COM INC

AMZN|023135106

Shares:325.7K

Value:$62.0M

% of Portfolio:3.0% ($62.0M/$2.1B)

MICROSOFT CORP

MSFT|594918104

Shares:161.3K

Value:$60.6M

% of Portfolio:2.9% ($60.6M/$2.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:94.9K

Value:$53.1M

% of Portfolio:2.6% ($53.1M/$2.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:193.8K

Value:$47.5M

% of Portfolio:2.3% ($47.5M/$2.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:73.5K

Value:$39.1M

% of Portfolio:1.9% ($39.1M/$2.1B)

921937835

BND|921937835

Shares:437.0K

Value:$32.1M

% of Portfolio:1.6% ($32.1M/$2.1B)

464287200

IVV|464287200

Shares:48.3K

Value:$27.2M

% of Portfolio:1.3% ($27.2M/$2.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:148.9K

Value:$23.0M

% of Portfolio:1.1% ($23.0M/$2.1B)

808524300

SCHG|808524300

Shares:896.3K

Value:$22.4M

% of Portfolio:1.1% ($22.4M/$2.1B)

922908736

VUG|922908736

Shares:58.0K

Value:$21.5M

% of Portfolio:1.0% ($21.5M/$2.1B)

922908744

VTV|922908744

Shares:117.1K

Value:$20.2M

% of Portfolio:1.0% ($20.2M/$2.1B)

Meta Platforms, Inc.

META|30303M102

Shares:32.5K

Value:$18.7M

% of Portfolio:0.9% ($18.7M/$2.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:18.1K

Value:$17.1M

% of Portfolio:0.8% ($17.1M/$2.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:77.8K

Value:$16.3M

% of Portfolio:0.8% ($16.3M/$2.1B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:32.4K

Value:$16.1M

% of Portfolio:0.8% ($16.1M/$2.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:29.7K

Value:$15.5M

% of Portfolio:0.8% ($15.5M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	812.6K	QoQ +0.62% (-5.0K) YoY NEW(+812.6K)	All Managers (Combined)	$88.1M	4.3% ($88.1M/$2.1B)	QoQ -18.79% (-$20.4M) YoY NEW(+$88.1M)
Apple Inc.(AAPLcusip037833100)	391.5K	QoQ +9.27% (-33.2K) YoY +1.33% (+5.2K)	All Managers (Combined)	$87.0M	4.2% ($87.0M/$2.1B)	QoQ -3.07% (-$2.8M) YoY +31.17% (+$20.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	716.8K	QoQ -0.33% (-2.4K) YoY NEW(+716.8K)	All Managers (Combined)	$85.2M	4.1% ($85.2M/$2.1B)	QoQ +10.18% (-$7.9M) YoY NEW(+$85.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	158.3K	QoQ -0.28% (-445) YoY NEW(+158.3K)	All Managers (Combined)	$74.2M	3.6% ($74.2M/$2.1B)	QoQ -8.53% (-$6.9M) YoY NEW(+$74.2M)
AMAZON COM INC(AMZNcusip023135106)	325.7K	QoQ +1.49% (-4.8K) YoY +15.39% (+43.5K)	All Managers (Combined)	$62.0M	3.0% ($62.0M/$2.1B)	QoQ -11.98% (-$8.4M) YoY +21.72% (+$11.1M)
MICROSOFT CORP(MSFTcusip594918104)	161.3K	QoQ -7.16% (-12.4K) YoY +0.43% (-696)	All Managers (Combined)	$60.6M	2.9% ($60.6M/$2.1B)	QoQ -17.32% (-$12.7M) YoY -10.25% (-$6.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	94.9K	QoQ +1.53% (-1.4K) YoY NEW(+94.9K)	All Managers (Combined)	$53.1M	2.6% ($53.1M/$2.1B)	QoQ -3.09% (-$1.7M) YoY NEW(+$53.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	193.8K	QoQ -0.05% (-102) YoY NEW(+193.8K)	All Managers (Combined)	$47.5M	2.3% ($47.5M/$2.1B)	QoQ +2.27% (-$1.1M) YoY NEW(+$47.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	73.5K	QoQ +1.31% (+955) YoY +5.76% (+4.0K)	All Managers (Combined)	$39.1M	1.9% ($39.1M/$2.1B)	QoQ +19.04% (+$6.3M) YoY +33.94% (+$9.9M)
(BNDcusip921937835)	437.0K	QoQ +21.77% (+78.1K) YoY NEW(+437.0K)	All Managers (Combined)	$32.1M	1.6% ($32.1M/$2.1B)	QoQ +24.38% (+$6.3M) YoY NEW(+$32.1M)
(IVVcusip464287200)	48.3K	QoQ -6.32% (-3.3K) YoY +44.64% (+14.9K)	All Managers (Combined)	$27.2M	1.3% ($27.2M/$2.1B)	QoQ -10.58% (-$3.2M) YoY +54.59% (+$9.6M)
Alphabet Inc.(GOOGLcusip02079K305)	148.9K	QoQ +2.24% (-3.3K) YoY NEW(+148.9K)	All Managers (Combined)	$23.0M	1.1% ($23.0M/$2.1B)	QoQ -16.47% (-$4.5M) YoY NEW(+$23.0M)
(SCHGcusip808524300)	896.3K	QoQ -7.32% (-70.8K) YoY NEW(+896.3K)	All Managers (Combined)	$22.4M	1.1% ($22.4M/$2.1B)	QoQ -16.73% (-$4.5M) YoY NEW(+$22.4M)
(VUGcusip922908736)	58.0K	QoQ +3.47% (-1.9K) YoY NEW(+58.0K)	All Managers (Combined)	$21.5M	1.0% ($21.5M/$2.1B)	QoQ -6.49% (-$1.5M) YoY NEW(+$21.5M)
(VTVcusip922908744)	117.1K	QoQ +3.99% (+4.5K) YoY NEW(+117.1K)	All Managers (Combined)	$20.2M	1.0% ($20.2M/$2.1B)	QoQ +6.10% (+$1.2M) YoY NEW(+$20.2M)
Meta Platforms, Inc.(METAcusip30303M102)	32.5K	QoQ +5.01% (+1.6K) YoY NEW(+32.5K)	All Managers (Combined)	$18.7M	0.9% ($18.7M/$2.1B)	QoQ +3.37% (+$612.3K) YoY NEW(+$18.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	18.1K	QoQ -3.75% (-704) YoY NEW(+18.1K)	All Managers (Combined)	$17.1M	0.8% ($17.1M/$2.1B)	QoQ -0.64% (-$111.6K) YoY NEW(+$17.1M)
AbbVie Inc.(ABBVcusip00287Y109)	77.8K	QoQ +7.64% (+5.5K) YoY NEW(+77.8K)	All Managers (Combined)	$16.3M	0.8% ($16.3M/$2.1B)	QoQ +26.92% (+$3.5M) YoY NEW(+$16.3M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	32.4K	QoQ +18.19% (+5.0K) YoY NEW(+32.4K)	All Managers (Combined)	$16.1M	0.8% ($16.1M/$2.1B)	QoQ +12.15% (+$1.7M) YoY NEW(+$16.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	29.7K	QoQ -0.41% (-125) YoY NEW(+29.7K)	All Managers (Combined)	$15.5M	0.8% ($15.5M/$2.1B)	QoQ +3.10% (-$467.6K) YoY NEW(+$15.5M)