Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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]

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 • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287887

IJT|464287887

Shares:7.7K

Value:$955.8K

% of Portfolio:0.0% ($955.8K/$2.1B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:8.4K

Value:$946.3K

% of Portfolio:0.0% ($946.3K/$2.1B)

464287598

IWD|464287598

Shares:5.0K

Value:$946.1K

% of Portfolio:0.0% ($946.1K/$2.1B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:22.9K

Value:$944.1K

% of Portfolio:0.0% ($944.1K/$2.1B)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:71.4K

Value:$942.7K

% of Portfolio:0.0% ($942.7K/$2.1B)

46138E263

Shares:16.5K

Value:$920.4K

% of Portfolio:0.0% ($920.4K/$2.1B)

132061201

Shares:14.4K

Value:$919.8K

% of Portfolio:0.0% ($919.8K/$2.1B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:9.8K

Value:$916.6K

% of Portfolio:0.0% ($916.6K/$2.1B)

78468R200

Shares:29.0K

Value:$894.0K

% of Portfolio:0.0% ($894.0K/$2.1B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:14.9K

Value:$891.4K

% of Portfolio:0.0% ($891.4K/$2.1B)

46138J825

Shares:42.9K

Value:$887.2K

% of Portfolio:0.0% ($887.2K/$2.1B)

922908652

VXF|922908652

Shares:5.1K

Value:$882.4K

% of Portfolio:0.0% ($882.4K/$2.1B)

316092600

Shares:12.7K

Value:$870.4K

% of Portfolio:0.0% ($870.4K/$2.1B)

46138J791

Shares:44.1K

Value:$859.6K

% of Portfolio:0.0% ($859.6K/$2.1B)

78464A383

Shares:38.7K

Value:$854.0K

% of Portfolio:0.0% ($854.0K/$2.1B)

UNITED STATES STEEL CORP

X|912909108

Shares:20.2K

Value:$852.0K

% of Portfolio:0.0% ($852.0K/$2.1B)

PPG INDUSTRIES INC

PPG|693506107

Shares:7.7K

Value:$838.1K

% of Portfolio:0.0% ($838.1K/$2.1B)

ONEOK INC /NEW/

OKE|682680103

Shares:8.4K

Value:$836.3K

% of Portfolio:0.0% ($836.3K/$2.1B)

45783Y673

Shares:26.6K

Value:$834.2K

% of Portfolio:0.0% ($834.2K/$2.1B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.7K

Value:$831.7K

% of Portfolio:0.0% ($831.7K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJTcusip464287887)	7.7K	QoQ -6.67% (-549) YoY NEW(+7.7K)	All Managers (Combined)	$955.8K	0.0% ($955.8K/$2.1B)	QoQ -14.16% (-$157.7K) YoY NEW(+$955.8K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	8.4K	QoQ -0.51% (-43) YoY NEW(+8.4K)	All Managers (Combined)	$946.3K	0.0% ($946.3K/$2.1B)	QoQ +6.59% (-$58.6K) YoY NEW(+$946.3K)
(IWDcusip464287598)	5.0K	QoQ +0.84% (+42) YoY -4.13% (-217)	All Managers (Combined)	$946.1K	0.0% ($946.1K/$2.1B)	QoQ +2.48% (+$22.9K) YoY +0.70% (-$6.6K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	22.9K	QoQ +5.05% (-1.1K) YoY NEW(+22.9K)	All Managers (Combined)	$944.1K	0.0% ($944.1K/$2.1B)	QoQ -0.34% (-$3.3K) YoY NEW(+$944.1K)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	71.4K	QoQ +14.29% (+8.9K) YoY NEW(+71.4K)	All Managers (Combined)	$942.7K	0.0% ($942.7K/$2.1B)	QoQ +4.77% (+$43.0K) YoY NEW(+$942.7K)
(cusip46138E263)✕	16.5K	QoQ +15.47% (+2.2K) YoY NEW(+16.5K)	All Managers (Combined)	$920.4K	0.0% ($920.4K/$2.1B)	QoQ +18.64% (+$144.7K) YoY NEW(+$920.4K)
(cusip132061201)✕	14.4K	QoQ -5.79% (-887) YoY +72.22% (+6.0K)	All Managers (Combined)	$919.8K	0.0% ($919.8K/$2.1B)	QoQ -12.22% (-$128.1K) YoY +49.97% (+$306.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	9.8K	QoQ -18.16% (-2.2K) YoY -5.46% (-565)	All Managers (Combined)	$916.6K	0.0% ($916.6K/$2.1B)	QoQ -15.65% (-$170.1K) YoY -1.63% (-$15.2K)
(cusip78468R200)✕	29.0K	QoQ +0.04% (+12) YoY NEW(+29.0K)	All Managers (Combined)	$894.0K	0.0% ($894.0K/$2.1B)	QoQ +0.33% (+$3.0K) YoY NEW(+$894.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	14.9K	QoQ -1.06% (-161) YoY NEW(+14.9K)	All Managers (Combined)	$891.4K	0.0% ($891.4K/$2.1B)	QoQ +13.37% (-$105.2K) YoY NEW(+$891.4K)
(cusip46138J825)✕	42.9K	QoQ +0.08% (+36) YoY NEW(+42.9K)	All Managers (Combined)	$887.2K	0.0% ($887.2K/$2.1B)	QoQ +0.22% (+$2.0K) YoY NEW(+$887.2K)
(VXFcusip922908652)	5.1K	QoQ +8.01% (-380) YoY NEW(+5.1K)	All Managers (Combined)	$882.4K	0.0% ($882.4K/$2.1B)	QoQ -2.05% (-$18.5K) YoY NEW(+$882.4K)
(cusip316092600)✕	12.7K	QoQ +7.08% (+843) YoY NEW(+12.7K)	All Managers (Combined)	$870.4K	0.0% ($870.4K/$2.1B)	QoQ +11.95% (+$92.9K) YoY NEW(+$870.4K)
(cusip46138J791)✕	44.1K	QoQ 0.00% (+0) YoY NEW(+44.1K)	All Managers (Combined)	$859.6K	0.0% ($859.6K/$2.1B)	QoQ +0.25% (+$2.2K) YoY NEW(+$859.6K)
(cusip78464A383)✕	38.7K	QoQ -32.58% (-18.7K) YoY NEW(+38.7K)	All Managers (Combined)	$854.0K	0.0% ($854.0K/$2.1B)	QoQ -31.02% (-$384.1K) YoY NEW(+$854.0K)
UNITED STATES STEEL CORP(Xcusip912909108)	20.2K	QoQ +0.63% (+127) YoY NEW(+20.2K)	All Managers (Combined)	$852.0K	0.0% ($852.0K/$2.1B)	QoQ +25.11% (+$171.1K) YoY NEW(+$852.0K)
PPG INDUSTRIES INC(PPGcusip693506107)	7.7K	QoQ +311.21% (+5.8K) YoY +248.56% (+5.5K)	All Managers (Combined)	$838.1K	0.0% ($838.1K/$2.1B)	QoQ +276.46% (+$615.5K) YoY +162.99% (+$519.4K)
ONEOK INC /NEW/(OKEcusip682680103)	8.4K	QoQ +1.20% (+100) YoY -3.64% (-319)	All Managers (Combined)	$836.3K	0.0% ($836.3K/$2.1B)	QoQ +0.01% (+$123) YoY +19.24% (-$135.0K)
(cusip45783Y673)✕	26.6K	QoQ +5.79% (+1.5K) YoY NEW(+26.6K)	All Managers (Combined)	$834.2K	0.0% ($834.2K/$2.1B)	QoQ +1.70% (+$14.0K) YoY NEW(+$834.2K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.7K	QoQ -2.99% (-84) YoY -14.32% (-455)	All Managers (Combined)	$831.7K	0.0% ($831.7K/$2.1B)	QoQ +1.24% (-$10.3K) YoY +4.81% (-$38.2K)