Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "ENVX",
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  "ARES",
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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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  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
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  "SRE",
  "O",
  "SHEL",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  "IBM",
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  null,
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  null,
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  "AMC",
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  null,
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  null,
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  null,
  null,
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  "BMY",
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  "C",
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  "DPZ",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
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  "MAR",
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  null,
  "IWM",
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  "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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921910816

MGK|921910816

Shares:4.1K

Value:$1.3M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:11.6K

Value:$1.3M

74348A467

Shares:12.4K

Value:$1.3M

47103U845

Shares:24.7K

Value:$1.3M

464287630

IWN|464287630

Shares:8.3K

Value:$1.3M

464288158

Shares:11.8K

Value:$1.2M

81369Y308

Shares:15.3K

Value:$1.2M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.9K

Value:$1.2M

922908637

VV|922908637

Shares:4.8K

Value:$1.2M

FAIR ISAAC CORP

FICO|303250104

Shares:669

Value:$1.2M

46434G103

IEMG|46434G103

Shares:22.6K

Value:$1.2M

032108409

Shares:29.8K

Value:$1.2M

464287291

Shares:15.9K

Value:$1.2M

CARDINAL HEALTH INC

CAH|14149Y108

Shares:8.7K

Value:$1.2M

025072349

Shares:18.3K

Value:$1.2M

464287168

DVY|464287168

Shares:8.9K

Value:$1.2M

Eaton Corp plc

ETN|G29183103

Shares:4.4K

Value:$1.2M

lululemon athletica inc.

LULU|550021109

Shares:4.2K

Value:$1.2M

464287457

Shares:14.2K

Value:$1.2M

464287473

IWS|464287473

Shares:9.3K

Value:$1.2M

Instrument	Shares		Other Manager	Value
(MGKcusip921910816)	4.1K	QoQ -1.43% (-60) YoY NEW(+4.1K)	All Managers (Combined)	$1.3M	QoQ -11.34% (-$163.2K) YoY NEW(+$1.3M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	11.6K	QoQ +20.05% (+1.9K) YoY NEW(+11.6K)	All Managers (Combined)	$1.3M	QoQ +4.71% (+$57.3K) YoY NEW(+$1.3M)
(cusip74348A467)✕	12.4K	QoQ +14.39% (+1.6K) YoY NEW(+12.4K)	All Managers (Combined)	$1.3M	QoQ +17.40% (+$188.2K) YoY NEW(+$1.3M)
(cusip47103U845)✕	24.7K	QoQ +12.85% (+2.8K) YoY NEW(+24.7K)	All Managers (Combined)	$1.3M	QoQ +12.85% (+$142.9K) YoY NEW(+$1.3M)
(IWNcusip464287630)	8.3K	QoQ +0.30% (-25) YoY -4.35% (-378)	All Managers (Combined)	$1.3M	QoQ -7.74% (-$105.4K) YoY -9.05% (-$125.0K)
(cusip464288158)✕	11.8K	QoQ +138.95% (+6.9K) YoY +144.38% (+7.0K)	All Managers (Combined)	$1.2M	QoQ +139.22% (+$727.2K) YoY +146.41% (+$742.5K)
(cusip81369Y308)✕	15.3K	QoQ +0.34% (+53) YoY NEW(+15.3K)	All Managers (Combined)	$1.2M	QoQ +4.25% (+$50.8K) YoY NEW(+$1.2M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.9K	QoQ +0.98% (-57) YoY -4.75% (-293)	All Managers (Combined)	$1.2M	QoQ -5.34% (-$70.2K) YoY -1.72% (-$21.9K)
(VVcusip922908637)	4.8K	QoQ -0.74% (-36) YoY NEW(+4.8K)	All Managers (Combined)	$1.2M	QoQ -5.40% (-$70.7K) YoY NEW(+$1.2M)
FAIR ISAAC CORP(FICOcusip303250104)	669	QoQ +24.58% (+132) YoY +136.39% (+386)	All Managers (Combined)	$1.2M	QoQ +15.39% (+$164.6K) YoY +248.86% (+$880.1K)
(IEMGcusip46434G103)	22.6K	QoQ -1.39% (-319) YoY NEW(+22.6K)	All Managers (Combined)	$1.2M	QoQ +1.91% (-$22.9K) YoY NEW(+$1.2M)
(cusip032108409)✕	29.8K	QoQ -21.02% (-7.9K) YoY -24.81% (-9.8K)	All Managers (Combined)	$1.2M	QoQ -20.46% (-$312.9K) YoY -21.02% (-$323.9K)
(cusip464287291)✕	15.9K	QoQ -0.97% (-157) YoY -1.40% (-227)	All Managers (Combined)	$1.2M	QoQ -11.50% (-$156.4K) YoY -0.18% (-$2.2K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	8.7K	QoQ -2.97% (-267) YoY NEW(+8.7K)	All Managers (Combined)	$1.2M	QoQ +13.03% (-$138.6K) YoY NEW(+$1.2M)
(cusip025072349)✕	18.3K	QoQ +1.43% (-259) YoY +317.39% (+13.9K)	All Managers (Combined)	$1.2M	QoQ -0.93% (-$11.3K) YoY +323.56% (+$913.0K)
(DVYcusip464287168)	8.9K	QoQ +5.10% (+431) YoY +4.91% (+416)	All Managers (Combined)	$1.2M	QoQ +7.50% (+$83.3K) YoY +14.37% (+$149.9K)
Eaton Corp plc(ETNcusipG29183103)	4.4K	QoQ +47.45% (+1.4K) YoY NEW(+4.4K)	All Managers (Combined)	$1.2M	QoQ +20.78% (+$204.9K) YoY NEW(+$1.2M)
lululemon athletica inc.(LULUcusip550021109)	4.2K	QoQ +41.17% (+1.2K) YoY NEW(+4.2K)	All Managers (Combined)	$1.2M	QoQ +4.49% (+$50.8K) YoY NEW(+$1.2M)
(cusip464287457)✕	14.2K	QoQ -67.47% (-29.4K) YoY -24.64% (-4.6K)	All Managers (Combined)	$1.2M	QoQ -67.17% (-$2.4M) YoY -23.76% (-$365.9K)
(IWScusip464287473)	9.3K	QoQ +1.72% (-158) YoY -6.89% (-690)	All Managers (Combined)	$1.2M	QoQ -0.92% (-$11.0K) YoY -6.41% (-$80.5K)