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",
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  "ARM",
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  "MMM",
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  "ABBV",
  null,
  "ADBE",
  "MAIN",
  null,
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "GDXJ",
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  "T",
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  null,
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  "LOW",
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "CLM",
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  "D",
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  null,
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  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GFS",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
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  null,
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  null,
  null,
  "EMXC",
  "ITW",
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  "ING",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  "IMMP",
  "MPC",
  "WDFC",
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  "MA",
  null,
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  null,
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  "MS",
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  "FICO",
  null,
  null,
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  "OXY",
  null,
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  "FAST",
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  "IWD",
  "KR",
  "ORCL",
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  "OKE",
  "PAYX",
  null,
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  null,
  null,
  null,
  null,
  null,
  "EEM",
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  null,
  null,
  null,
  "PANW",
  "PYPL",
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  null,
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  "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",
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  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "SOUN",
  "MKZR",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "RKLB",
  "HYMC",
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  "MNST",
  "VWO",
  "ETV",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "VIG",
  "TSCO",
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  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "RMD",
  "HUMA",
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  null,
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  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,
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  "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",
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  null,
  "IEP",
  null,
  "SO",
  null,
  "TTD",
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  "SJM",
  null,
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  "SSD",
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  "CRM",
  null,
  "RDDT",
  "DIA",
  null,
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  null,
  null,
  null,
  null,
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  "IXUS",
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  null,
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  null,
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  "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 • $2,065,706.771K total value

620 positions

Manager:

SEC FilingSEC DataHachi Filing

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46137V357

RSP|46137V357

Shares:11.8K

Value:$2.0M

WASTE MANAGEMENT INC

WM|94106L109

Shares:8.8K

Value:$2.0M

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:14.0K

Value:$2.0M

922908512

VOE|922908512

Shares:12.6K

Value:$2.0M

QUALCOMM INC/DE

QCOM|747525103

Shares:13.1K

Value:$2.0M

81369Y605

Shares:39.9K

Value:$2.0M

Palantir Technologies Inc.

PLTR|69608A108

Shares:22.9K

Value:$1.9M

ABBOTT LABORATORIES

ABT|002824100

Shares:14.3K

Value:$1.9M

78464A649

Shares:74.4K

Value:$1.9M

AT&T INC.

T|00206R102

Shares:66.4K

Value:$1.9M

464287226

Shares:18.9K

Value:$1.9M

78468R622

Shares:19.6K

Value:$1.9M

922042858

VWO|922042858

Shares:40.7K

Value:$1.8M

CITIGROUP INC

C|172967424

Shares:25.5K

Value:$1.8M

81369Y803

XLK|81369Y803

Shares:8.7K

Value:$1.8M

STARBUCKS CORP

SBUX|855244109

Shares:18.3K

Value:$1.8M

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:7.0K

Value:$1.8M

464287499

IWR|464287499

Shares:20.9K

Value:$1.8M

Walt Disney Co

DIS|254687106

Shares:17.6K

Value:$1.7M

464288661

Shares:14.7K

Value:$1.7M

Instrument	Shares		Other Manager	Value
(RSPcusip46137V357)	11.8K	QoQ -7.87% (-1.0K) YoY NEW(+11.8K)	All Managers (Combined)	$2.0M	QoQ -8.92% (-$201.0K) YoY NEW(+$2.0M)
WASTE MANAGEMENT INC(WMcusip94106L109)	8.8K	QoQ +1.40% (+122) YoY NEW(+8.8K)	All Managers (Combined)	$2.0M	QoQ +16.33% (+$286.9K) YoY NEW(+$2.0M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	14.0K	QoQ -3.45% (-502) YoY -32.76% (-6.8K)	All Managers (Combined)	$2.0M	QoQ -13.84% (-$327.5K) YoY -52.68% (-$2.3M)
(VOEcusip922908512)	12.6K	QoQ +9.66% (+1.1K) YoY NEW(+12.6K)	All Managers (Combined)	$2.0M	QoQ +8.84% (+$164.1K) YoY NEW(+$2.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	13.1K	QoQ -0.06% (-8) YoY NEW(+13.1K)	All Managers (Combined)	$2.0M	QoQ -0.06% (-$1.3K) YoY NEW(+$2.0M)
(cusip81369Y605)✕	39.9K	QoQ +0.74% (+296) YoY NEW(+39.9K)	All Managers (Combined)	$2.0M	QoQ +3.80% (+$72.5K) YoY NEW(+$2.0M)
Palantir Technologies Inc.(PLTRcusip69608A108)	22.9K	QoQ +8.59% (+1.8K) YoY NEW(+22.9K)	All Managers (Combined)	$1.9M	QoQ +21.18% (+$338.0K) YoY NEW(+$1.9M)
ABBOTT LABORATORIES(ABTcusip002824100)	14.3K	QoQ -11.95% (-1.9K) YoY -37.44% (-8.6K)	All Managers (Combined)	$1.9M	QoQ +3.25% (-$59.9K) YoY -26.99% (-$703.4K)
(cusip78464A649)✕	74.4K	QoQ +6.47% (+4.5K) YoY NEW(+74.4K)	All Managers (Combined)	$1.9M	QoQ +8.81% (+$154.0K) YoY NEW(+$1.9M)
AT&T INC.(Tcusip00206R102)	66.4K	QoQ +10.66% (+6.4K) YoY NEW(+66.4K)	All Managers (Combined)	$1.9M	QoQ +37.44% (+$512.0K) YoY NEW(+$1.9M)
(cusip464287226)✕	18.9K	QoQ -1.62% (-311) YoY +1.39% (+259)	All Managers (Combined)	$1.9M	QoQ +0.42% (-$7.9K) YoY +2.40% (+$43.9K)
(cusip78468R622)✕	19.6K	QoQ +6.21% (+1.1K) YoY NEW(+19.6K)	All Managers (Combined)	$1.9M	QoQ +6.02% (+$105.9K) YoY NEW(+$1.9M)
(VWOcusip922042858)	40.7K	QoQ -4.49% (-1.9K) YoY NEW(+40.7K)	All Managers (Combined)	$1.8M	QoQ -1.85% (-$34.9K) YoY NEW(+$1.8M)
CITIGROUP INC(Ccusip172967424)	25.5K	QoQ -0.84% (-218) YoY -2.60% (-682)	All Managers (Combined)	$1.8M	QoQ 0.00% (-$49) YoY +9.33% (-$154.7K)
(XLKcusip81369Y803)	8.7K	QoQ +7.27% (-593) YoY NEW(+8.7K)	All Managers (Combined)	$1.8M	QoQ -4.74% (-$89.9K) YoY NEW(+$1.8M)
STARBUCKS CORP(SBUXcusip855244109)	18.3K	QoQ +62.20% (+7.0K) YoY NEW(+18.3K)	All Managers (Combined)	$1.8M	QoQ +74.35% (+$763.6K) YoY NEW(+$1.8M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	7.0K	QoQ -5.75% (-426) YoY -11.14% (-875)	All Managers (Combined)	$1.8M	QoQ -20.22% (-$449.9K) YoY -27.39% (-$669.8K)
(IWRcusip464287499)	20.9K	QoQ -0.15% (-33) YoY -8.67% (-2.0K)	All Managers (Combined)	$1.8M	QoQ -3.91% (-$72.3K) YoY -7.60% (-$146.1K)
Walt Disney Co(DIScusip254687106)	17.6K	QoQ +6.96% (-1.1K) YoY -38.12% (-10.9K)	All Managers (Combined)	$1.7M	QoQ -5.18% (-$95.1K) YoY -50.08% (-$1.7M)
(cusip464288661)✕	14.7K	QoQ -23.43% (-4.5K) YoY -24.62% (-4.8K)	All Managers (Combined)	$1.7M	QoQ -21.72% (-$480.5K) YoY -23.11% (-$520.4K)