Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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,
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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,
  "IJT",
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  "PM",
  "PH",
  null,
  "MO",
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  "ITOT",
  "URI",
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  "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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Rocket Lab USA, Inc.

RKLB|773122106

Shares:46.1K

Value:$824.6K

HUMANA INC

HUM|444859102

Shares:3.1K

Value:$814.7K

FORD MOTOR CO

F|345370860

Shares:80.4K

Value:$806.1K

Shell plc

SHEL|780259305

Shares:11.0K

Value:$805.7K

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

81369Y100

XLB|81369Y100

Shares:9.3K

Value:$796.0K

46138J494

Shares:33.6K

Value:$792.0K

33738R704

Shares:11.6K

Value:$791.9K

316092204

Shares:9.4K

Value:$791.0K

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.4K

Value:$786.8K

Eaton Vance Tax-Advantaged Dividend Income Fund

EVT|27828G107

Shares:33.8K

Value:$786.3K

921910840

MGV|921910840

Shares:6.1K

Value:$784.6K

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:57.3K

Value:$782.1K

46138J528

Shares:31.6K

Value:$773.5K

46138J510

Shares:32.5K

Value:$768.1K

Trade Desk, Inc.

TTD|88339J105

Shares:14.0K

Value:$764.5K

78464A763

SDY|78464A763

Shares:5.6K

Value:$759.8K

46432F834

IXUS|46432F834

Shares:10.8K

Value:$756.8K

ECOLAB INC.

ECL|278865100

Shares:3.0K

Value:$756.7K

316092709

Shares:10.9K

Value:$745.7K

Instrument	Shares		Other Manager	Value
Rocket Lab USA, Inc.(RKLBcusip773122106)	46.1K	QoQ +117.94% (+25.0K) YoY NEW(+46.1K)	All Managers (Combined)	$824.6K	QoQ +53.00% (+$285.7K) YoY NEW(+$824.6K)
HUMANA INC(HUMcusip444859102)	3.1K	QoQ -3.08% (-98) YoY -10.96% (-379)	All Managers (Combined)	$814.7K	QoQ +1.09% (-$8.8K) YoY -32.05% (-$384.3K)
FORD MOTOR CO(Fcusip345370860)	80.4K	QoQ -5.71% (-4.9K) YoY -25.28% (-27.2K)	All Managers (Combined)	$806.1K	QoQ -4.47% (-$37.7K) YoY -43.57% (-$622.5K)
Shell plc(SHELcusip780259305)	11.0K	QoQ +6.61% (+682) YoY NEW(+11.0K)	All Managers (Combined)	$805.7K	QoQ +24.70% (+$159.6K) YoY NEW(+$805.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY NEW(+1)	All Managers (Combined)	$798.4K	QoQ +17.25% (+$117.5K) YoY NEW(+$798.4K)
(XLBcusip81369Y100)	9.3K	QoQ -0.40% (-38) YoY NEW(+9.3K)	All Managers (Combined)	$796.0K	QoQ +1.71% (-$13.4K) YoY NEW(+$796.0K)
(cusip46138J494)✕	33.6K	QoQ -5.48% (-2.0K) YoY NEW(+33.6K)	All Managers (Combined)	$792.0K	QoQ -5.68% (-$47.7K) YoY NEW(+$792.0K)
(cusip33738R704)✕	11.6K	QoQ -30.11% (-5.0K) YoY NEW(+11.6K)	All Managers (Combined)	$791.9K	QoQ -38.12% (-$487.9K) YoY NEW(+$791.9K)
(cusip316092204)✕	9.4K	QoQ +4.85% (-433) YoY NEW(+9.4K)	All Managers (Combined)	$791.0K	QoQ -9.07% (-$79.0K) YoY NEW(+$791.0K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.4K	QoQ +6.11% (+83) YoY NEW(+1.4K)	All Managers (Combined)	$786.8K	QoQ +1.25% (+$9.7K) YoY NEW(+$786.8K)
Eaton Vance Tax-Advantaged Dividend Income Fund(EVTcusip27828G107)	33.8K	QoQ +18.90% (+5.4K) YoY NEW(+33.8K)	All Managers (Combined)	$786.3K	QoQ +15.04% (+$102.9K) YoY NEW(+$786.3K)
(MGVcusip921910840)	6.1K	QoQ +16.93% (+882) YoY NEW(+6.1K)	All Managers (Combined)	$784.6K	QoQ +20.60% (+$134.1K) YoY NEW(+$784.6K)
Eaton Vance Tax-Managed Buy-Write Income Fund(ETBcusip27828X100)	57.3K	QoQ +15.14% (+7.5K) YoY NEW(+57.3K)	All Managers (Combined)	$782.1K	QoQ +4.77% (+$35.7K) YoY NEW(+$782.1K)
(cusip46138J528)✕	31.6K	QoQ -5.61% (-1.9K) YoY NEW(+31.6K)	All Managers (Combined)	$773.5K	QoQ -5.73% (-$47.1K) YoY NEW(+$773.5K)
(cusip46138J510)✕	32.5K	QoQ -5.67% (-2.0K) YoY NEW(+32.5K)	All Managers (Combined)	$768.1K	QoQ -5.51% (-$44.8K) YoY NEW(+$768.1K)
Trade Desk, Inc.(TTDcusip88339J105)	14.0K	QoQ -12.44% (-2.0K) YoY NEW(+14.0K)	All Managers (Combined)	$764.5K	QoQ -59.23% (-$1.1M) YoY NEW(+$764.5K)
(SDYcusip78464A763)	5.6K	QoQ +1.63% (+90) YoY NEW(+5.6K)	All Managers (Combined)	$759.8K	QoQ +4.37% (+$31.8K) YoY NEW(+$759.8K)
(IXUScusip46432F834)	10.8K	QoQ +3.64% (+381) YoY NEW(+10.8K)	All Managers (Combined)	$756.8K	QoQ +9.39% (+$65.0K) YoY NEW(+$756.8K)
ECOLAB INC.(ECLcusip278865100)	3.0K	QoQ -0.26% (-8) YoY +1.80% (+53)	All Managers (Combined)	$756.7K	QoQ +7.87% (-$55.2K) YoY +11.76% (+$79.7K)
(cusip316092709)✕	10.9K	QoQ +7.62% (+772) YoY NEW(+10.9K)	All Managers (Combined)	$745.7K	QoQ +4.81% (+$34.2K) YoY NEW(+$745.7K)