Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AXSM",
  "ENVX",
  "HIO",
  "ARES",
  "HOOD",
  "GDX",
  null,
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  null,
  null,
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  null,
  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,
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  null,
  null,
  null,
  null,
  null,
  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,
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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,
  "MKC",
  "AMGN",
  null,
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  null,
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  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  null,
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  "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",
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  null,
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  null,
  null,
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  "IBM",
  null,
  "SYK",
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  "RCL",
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  null,
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  null,
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  "IWN",
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  null,
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  null,
  null,
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  "HUMA",
  null,
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  null,
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  null,
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  null,
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  "EW",
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  "X",
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  "FI",
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  "DECK",
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  null,
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  null,
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  "PEG",
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  null,
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  "AMC",
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  "DKNG",
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  null,
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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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  "GRMN",
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  null,
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  null,
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  null,
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  "AZO",
  "BALL",
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  "BK",
  "BRK-A",
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  null,
  null,
  "BA",
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  "OWL",
  "BMY",
  "AI",
  "CZR",
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  "CNI",
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  "CVE",
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  "NET",
  "C",
  "CLX",
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  "KO",
  "COHR",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
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  "CVS",
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  "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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QXO, Inc.

QXO|82846H405

Shares:78.6K

Value:$1.1M

FISERV INC

FI|337738108

Shares:4.8K

Value:$1.1M

YUM BRANDS INC

YUM|988498101

Shares:6.7K

Value:$1.1M

025072877

Shares:12.1K

Value:$1.1M

Medtronic plc

MDT|G5960L103

Shares:11.7K

Value:$1.0M

PULTEGROUP INC/MI/

PHM|745867101

Shares:10.1K

Value:$1.0M

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.8K

Value:$1.0M

POOL CORP

POOL|73278L105

Shares:3.3K

Value:$1.0M

921909768

VXUS|921909768

Shares:16.5K

Value:$1.0M

ASTRAZENECA PLC

AZN|046353108

Shares:13.9K

Value:$1.0M

FIFTH THIRD BANCORP

FITB|316773100

Shares:25.8K

Value:$1.0M

81369Y886

Shares:12.8K

Value:$1.0M

Chubb Ltd

CB|H1467J104

Shares:3.3K

Value:$994.2K

922908553

VNQ|922908553

Shares:11.0K

Value:$994.0K

MCKESSON CORP

MCK|58155Q103

Shares:1.5K

Value:$988.7K

Uber Technologies, Inc

UBER|90353T100

Shares:13.5K

Value:$984.6K

TJX COMPANIES INC /DE/

TJX|872540109

Shares:8.0K

Value:$975.4K

Enovix Corp

ENVX|293594107

Shares:132.7K

Value:$974.3K

BP PLC

BP|055622104

Shares:28.7K

Value:$971.3K

233051200

DBEF|233051200

Shares:22.4K

Value:$968.1K

Instrument	Shares		Other Manager	Value
QXO, Inc.(QXOcusip82846H405)	78.6K	QoQ +11.01% (-7.8K) YoY NEW(+78.6K)	All Managers (Combined)	$1.1M	QoQ -5.46% (-$61.5K) YoY NEW(+$1.1M)
FISERV INC(FIcusip337738108)	4.8K	QoQ -1.38% (-67) YoY -13.73% (-762)	All Managers (Combined)	$1.1M	QoQ +6.01% (-$60.0K) YoY +19.18% (-$170.1K)
YUM BRANDS INC(YUMcusip988498101)	6.7K	QoQ -1.42% (-97) YoY NEW(+6.7K)	All Managers (Combined)	$1.1M	QoQ +15.62% (-$142.7K) YoY NEW(+$1.1M)
(cusip025072877)✕	12.1K	QoQ -1.89% (-234) YoY +35.58% (+3.2K)	All Managers (Combined)	$1.1M	QoQ -11.40% (-$135.9K) YoY +26.11% (+$218.5K)
Medtronic plc(MDTcusipG5960L103)	11.7K	QoQ +49.48% (+3.9K) YoY NEW(+11.7K)	All Managers (Combined)	$1.0M	QoQ +68.17% (+$425.6K) YoY NEW(+$1.0M)
PULTEGROUP INC/MI/(PHMcusip745867101)	10.1K	QoQ -23.56% (-3.1K) YoY NEW(+10.1K)	All Managers (Combined)	$1.0M	QoQ -27.84% (-$401.0K) YoY NEW(+$1.0M)
GENERAL DYNAMICS CORP(GDcusip369550108)	3.8K	QoQ -6.43% (-262) YoY -8.65% (-361)	All Managers (Combined)	$1.0M	QoQ -3.18% (-$34.2K) YoY -11.84% (-$139.6K)
POOL CORP(POOLcusip73278L105)	3.3K	QoQ -3.66% (-124) YoY NEW(+3.3K)	All Managers (Combined)	$1.0M	QoQ -10.04% (-$115.9K) YoY NEW(+$1.0M)
(VXUScusip921909768)	16.5K	QoQ -6.54% (-1.2K) YoY NEW(+16.5K)	All Managers (Combined)	$1.0M	QoQ -1.51% (-$15.8K) YoY NEW(+$1.0M)
ASTRAZENECA PLC(AZNcusip046353108)	13.9K	QoQ +2.58% (+349) YoY +24.32% (+2.7K)	All Managers (Combined)	$1.0M	QoQ +15.07% (+$133.5K) YoY +34.88% (+$263.5K)
FIFTH THIRD BANCORP(FITBcusip316773100)	25.8K	QoQ +0.16% (-43) YoY -31.99% (-12.1K)	All Managers (Combined)	$1.0M	QoQ -7.12% (-$77.5K) YoY -28.35% (-$399.8K)
(cusip81369Y886)✕	12.8K	QoQ +7.24% (+864) YoY NEW(+12.8K)	All Managers (Combined)	$1.0M	QoQ +11.67% (+$104.9K) YoY NEW(+$1.0M)
Chubb Ltd(CBcusipH1467J104)	3.3K	QoQ -6.15% (-216) YoY NEW(+3.3K)	All Managers (Combined)	$994.2K	QoQ +2.56% (-$24.9K) YoY NEW(+$994.2K)
(VNQcusip922908553)	11.0K	QoQ -22.92% (-3.3K) YoY NEW(+11.0K)	All Managers (Combined)	$994.0K	QoQ -21.65% (-$274.8K) YoY NEW(+$994.0K)
MCKESSON CORP(MCKcusip58155Q103)	1.5K	QoQ -3.10% (-47) YoY NEW(+1.5K)	All Managers (Combined)	$988.7K	QoQ +14.42% (-$124.7K) YoY NEW(+$988.7K)
Uber Technologies, Inc(UBERcusip90353T100)	13.5K	QoQ -0.34% (-47) YoY NEW(+13.5K)	All Managers (Combined)	$984.6K	QoQ +20.37% (-$166.6K) YoY NEW(+$984.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	8.0K	QoQ +0.69% (+55) YoY NEW(+8.0K)	All Managers (Combined)	$975.4K	QoQ +1.51% (+$14.6K) YoY NEW(+$975.4K)
Enovix Corp(ENVXcusip293594107)	132.7K	QoQ +3.83% (-4.9K) YoY +32.91% (+32.9K)	All Managers (Combined)	$974.3K	QoQ -29.88% (-$415.3K) YoY +21.79% (+$174.4K)
BP PLC(BPcusip055622104)	28.7K	QoQ -2.40% (-709) YoY -21.80% (-8.0K)	All Managers (Combined)	$971.3K	QoQ +11.55% (-$100.6K) YoY -29.87% (-$413.9K)
(DBEFcusip233051200)	22.4K	QoQ +11.49% (+2.3K) YoY NEW(+22.4K)	All Managers (Combined)	$968.1K	QoQ +16.61% (+$137.9K) YoY NEW(+$968.1K)