Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "ENVX",
  "HIO",
  "ARES",
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  "GDX",
  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,
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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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  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
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  "ROP",
  "SRE",
  "O",
  "SHEL",
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  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
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  null,
  null,
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  "IBM",
  null,
  "SYK",
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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,
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  "AMC",
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  "DKNG",
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  "VB",
  "VOO",
  null,
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  "V",
  "WMT",
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  null,
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  "YUM",
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  null,
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  null,
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  null,
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  "BALL",
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  "BK",
  "BRK-A",
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  null,
  null,
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  "BMY",
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  "C",
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  "CMCSA",
  "CL",
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  "STZ",
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  "CPRT",
  "CTRA",
  "COST",
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  "CVS",
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  "CTMX",
  "DVA",
  "DE",
  "DAL",
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  "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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Page 11 of 31

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Duke Energy CORP

DUK|26441C204

Shares:14.0K

Value:$1.7M

46137V100

Shares:14.5K

Value:$1.7M

46436E718

Shares:16.5K

Value:$1.7M

464289438

Shares:7.7K

Value:$1.6M

14020Y102

Shares:71.7K

Value:$1.6M

464287861

Shares:27.5K

Value:$1.6M

464288752

Shares:16.8K

Value:$1.6M

921937819

BIV|921937819

Shares:20.3K

Value:$1.6M

14020Y508

Shares:58.8K

Value:$1.5M

464288414

MUB|464288414

Shares:14.5K

Value:$1.5M

Vertiv Holdings Co

VRT|92537N108

Shares:21.1K

Value:$1.5M

BOEING CO

BA|097023105

Shares:8.9K

Value:$1.5M

389637109

Shares:22.9K

Value:$1.5M

91232N207

Shares:19.2K

Value:$1.5M

315948109

Shares:20.4K

Value:$1.5M

KROGER CO

KR|501044101

Shares:21.7K

Value:$1.5M

92204A702

VGT|92204A702

Shares:2.7K

Value:$1.5M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:35.0K

Value:$1.5M

808524649

Shares:57.3K

Value:$1.5M

92206C102

VGSH|92206C102

Shares:24.2K

Value:$1.4M

Instrument	Shares		Other Manager	Value
Duke Energy CORP(DUKcusip26441C204)	14.0K	QoQ +2.48% (+340) YoY NEW(+14.0K)	All Managers (Combined)	$1.7M	QoQ +16.02% (+$236.4K) YoY NEW(+$1.7M)
(cusip46137V100)✕	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(cusip46436E718)✕	16.5K	QoQ -0.36% (-61) YoY NEW(+16.5K)	All Managers (Combined)	$1.7M	QoQ -0.02% (-$349) YoY NEW(+$1.7M)
(cusip464289438)✕	7.7K	QoQ -0.73% (-57) YoY -12.16% (-1.1K)	All Managers (Combined)	$1.6M	QoQ -10.99% (-$200.8K) YoY -5.02% (-$86.0K)
(cusip14020Y102)✕	71.7K	QoQ +45.41% (+22.4K) YoY NEW(+71.7K)	All Managers (Combined)	$1.6M	QoQ +47.05% (+$515.1K) YoY NEW(+$1.6M)
(cusip464287861)✕	27.5K	QoQ +19.64% (+4.5K) YoY +18.01% (+4.2K)	All Managers (Combined)	$1.6M	QoQ +33.75% (+$403.9K) YoY +23.38% (+$303.3K)
(cusip464288752)✕	16.8K	QoQ +18.23% (+2.6K) YoY NEW(+16.8K)	All Managers (Combined)	$1.6M	QoQ +8.87% (+$130.5K) YoY NEW(+$1.6M)
(BIVcusip921937819)	20.3K	QoQ -8.25% (-1.8K) YoY NEW(+20.3K)	All Managers (Combined)	$1.6M	QoQ -5.99% (-$99.2K) YoY NEW(+$1.6M)
(cusip14020Y508)✕	58.8K	QoQ 0.00% (+0) YoY NEW(+58.8K)	All Managers (Combined)	$1.5M	QoQ +1.89% (+$28.8K) YoY NEW(+$1.5M)
(MUBcusip464288414)	14.5K	QoQ +4.11% (+575) YoY +5.70% (+785)	All Managers (Combined)	$1.5M	QoQ +3.03% (+$45.1K) YoY +3.58% (+$53.1K)
Vertiv Holdings Co(VRTcusip92537N108)	21.1K	QoQ -5.34% (-1.2K) YoY NEW(+21.1K)	All Managers (Combined)	$1.5M	QoQ -39.84% (-$1.0M) YoY NEW(+$1.5M)
BOEING CO(BAcusip097023105)	8.9K	QoQ -4.86% (-455) YoY -30.80% (-4.0K)	All Managers (Combined)	$1.5M	QoQ -8.33% (-$137.9K) YoY -38.85% (-$963.9K)
(cusip389637109)✕	22.9K	QoQ -0.93% (-215) YoY -0.08% (-19)	All Managers (Combined)	$1.5M	QoQ -12.77% (-$218.3K) YoY +3.08% (-$44.5K)
(cusip91232N207)✕	19.2K	QoQ -7.31% (-1.5K) YoY NEW(+19.2K)	All Managers (Combined)	$1.5M	QoQ -5.12% (-$80.3K) YoY NEW(+$1.5M)
(cusip315948109)✕	20.4K	QoQ -0.09% (-20) YoY +33.44% (+5.1K)	All Managers (Combined)	$1.5M	QoQ -11.86% (-$197.5K) YoY +54.75% (+$519.1K)
KROGER CO(KRcusip501044101)	21.7K	QoQ +0.43% (+94) YoY -1.07% (-236)	All Managers (Combined)	$1.5M	QoQ +11.17% (+$147.3K) YoY +17.20% (-$215.2K)
(VGTcusip92204A702)	2.7K	QoQ -0.25% (-7) YoY NEW(+2.7K)	All Managers (Combined)	$1.5M	QoQ -12.99% (-$218.6K) YoY NEW(+$1.5M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	35.0K	QoQ +10.02% (+3.2K) YoY +11.39% (+3.6K)	All Managers (Combined)	$1.5M	QoQ +4.46% (+$62.4K) YoY +22.59% (+$268.9K)
(cusip808524649)✕	57.3K	QoQ +3.78% (+2.1K) YoY NEW(+57.3K)	All Managers (Combined)	$1.5M	QoQ +2.53% (+$35.9K) YoY NEW(+$1.5M)
(VGSHcusip92206C102)	24.2K	QoQ -33.24% (-12.0K) YoY NEW(+24.2K)	All Managers (Combined)	$1.4M	QoQ -32.66% (-$687.5K) YoY NEW(+$1.4M)