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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  "MMM",
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  "ABBV",
  null,
  "ADBE",
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  null,
  null,
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  "GOOGL",
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  "AXP",
  "JQC",
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  "T",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  "D",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GFS",
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  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,
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  null,
  null,
  null,
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  "FE",
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  null,
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  null,
  null,
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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,
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  null,
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  null,
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  null,
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  "FICO",
  null,
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  null,
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  "IWD",
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  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,
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  "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",
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  "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,
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  null,
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  "VIG",
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  "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",
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  "SCHB",
  null,
  "NIO",
  "CHY",
  null,
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  null,
  null,
  "AMC",
  null,
  "TPL",
  null,
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  "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,
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  "SCHF",
  null,
  null,
  "SCHA",
  "MSCI",
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  null,
  "IEP",
  null,
  "SO",
  null,
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  "SJM",
  null,
  "OTIS",
  "SSD",
  "ROL",
  "CRM",
  null,
  "RDDT",
  "DIA",
  null,
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  null,
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  null,
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  "IXUS",
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  null,
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  null,
  "GEV",
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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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464287606

IJK|464287606

Shares:14.1K

Value:$1.2M

14020V108

Shares:35.1K

Value:$1.2M

464288638

Shares:22.2K

Value:$1.2M

464288885

EFG|464288885

Shares:11.6K

Value:$1.2M

46432F339

QUAL|46432F339

Shares:6.7K

Value:$1.1M

46641Q332

Shares:20.1K

Value:$1.1M

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:6.5K

Value:$1.1M

316092501

Shares:16.5K

Value:$1.1M

922908595

VBK|922908595

Shares:4.5K

Value:$1.1M

Cigna Group

CI|125523100

Shares:3.4K

Value:$1.1M

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:4.8K

Value:$1.1M

316092352

Shares:28.3K

Value:$1.1M

GE Vernova Inc.

GEV|36828A101

Shares:3.7K

Value:$1.1M

3M CO

MMM|88579Y101

Shares:7.6K

Value:$1.1M

Public Storage

PSA|74460D109

Shares:3.7K

Value:$1.1M

DAVITA INC.

DVA|23918K108

Shares:7.2K

Value:$1.1M

AMERICAN EXPRESS CO

AXP|025816109

Shares:4.0K

Value:$1.1M

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:6.9K

Value:$1.1M

NOVO NORDISK A S

NVO|670100205

Shares:15.5K

Value:$1.1M

Fortinet, Inc.

FTNT|34959E109

Shares:11.2K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(IJKcusip464287606)	14.1K	QoQ +1.33% (-186) YoY +1.71% (-237)	All Managers (Combined)	$1.2M	QoQ -7.19% (-$90.9K) YoY -7.17% (-$90.6K)
(cusip14020V108)✕	35.1K	QoQ +0.03% (-14) YoY NEW(+35.1K)	All Managers (Combined)	$1.2M	QoQ -4.45% (-$54.6K) YoY NEW(+$1.2M)
(cusip464288638)✕	22.2K	QoQ -4.17% (-967) YoY +352.43% (+17.3K)	All Managers (Combined)	$1.2M	QoQ -2.29% (-$27.4K) YoY +360.53% (+$911.7K)
(EFGcusip464288885)	11.6K	QoQ -13.60% (-1.8K) YoY +31.42% (+2.8K)	All Managers (Combined)	$1.2M	QoQ -10.78% (-$140.6K) YoY +26.62% (+$244.7K)
(QUALcusip46432F339)	6.7K	QoQ +6.69% (+421) YoY NEW(+6.7K)	All Managers (Combined)	$1.1M	QoQ +2.38% (+$26.7K) YoY NEW(+$1.1M)
(cusip46641Q332)✕	20.1K	QoQ +4.83% (+926) YoY NEW(+20.1K)	All Managers (Combined)	$1.1M	QoQ +4.12% (+$45.5K) YoY NEW(+$1.1M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	6.5K	QoQ +10.70% (+630) YoY +8.04% (+485)	All Managers (Combined)	$1.1M	QoQ +0.89% (+$10.2K) YoY +17.52% (+$170.8K)
(cusip316092501)✕	16.5K	QoQ +8.97% (+1.4K) YoY NEW(+16.5K)	All Managers (Combined)	$1.1M	QoQ +10.31% (+$107.0K) YoY NEW(+$1.1M)
(VBKcusip922908595)	4.5K	QoQ -2.33% (-108) YoY NEW(+4.5K)	All Managers (Combined)	$1.1M	QoQ -12.20% (-$158.1K) YoY NEW(+$1.1M)
Cigna Group(CIcusip125523100)	3.4K	QoQ -6.07% (-223) YoY -8.05% (-302)	All Managers (Combined)	$1.1M	QoQ +11.92% (-$120.8K) YoY -16.70% (-$227.4K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	4.8K	QoQ +0.06% (-3) YoY -3.39% (-167)	All Managers (Combined)	$1.1M	QoQ -14.55% (-$192.8K) YoY -8.79% (-$109.1K)
(cusip316092352)✕	28.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	QoQ -13.59% (-$178.1K) YoY +3.90% (+$42.5K)
GE Vernova Inc.(GEVcusip36828A101)	3.7K	QoQ +5.55% (-194) YoY NEW(+3.7K)	All Managers (Combined)	$1.1M	QoQ -2.03% (-$23.3K) YoY NEW(+$1.1M)
3M CO(MMMcusip88579Y101)	7.6K	QoQ -2.47% (-193) YoY NEW(+7.6K)	All Managers (Combined)	$1.1M	QoQ +10.95% (-$110.3K) YoY NEW(+$1.1M)
Public Storage(PSAcusip74460D109)	3.7K	QoQ +181.21% (+2.4K) YoY NEW(+3.7K)	All Managers (Combined)	$1.1M	QoQ +181.15% (+$715.9K) YoY NEW(+$1.1M)
DAVITA INC.(DVAcusip23918K108)	7.2K	QoQ -17.90% (-1.6K) YoY NEW(+7.2K)	All Managers (Combined)	$1.1M	QoQ -16.02% (-$209.6K) YoY NEW(+$1.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	4.0K	QoQ +3.71% (-145) YoY +34.12% (+1.0K)	All Managers (Combined)	$1.1M	QoQ -5.99% (-$69.3K) YoY +58.50% (+$401.6K)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
NOVO NORDISK A S(NVOcusip670100205)	15.5K	QoQ -33.72% (-7.9K) YoY -83.92% (-80.9K)	All Managers (Combined)	$1.1M	QoQ -46.50% (-$935.1K) YoY -91.30% (-$11.3M)
Fortinet, Inc.(FTNTcusip34959E109)	11.2K	QoQ +46.52% (+3.5K) YoY NEW(+11.2K)	All Managers (Combined)	$1.1M	QoQ +49.28% (+$355.0K) YoY NEW(+$1.1M)