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",
  "SMCI",
  "ARM",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "MAIN",
  null,
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "JQC",
  "GDXJ",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CP.TO",
  "ARCC",
  "SAN",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "CLM",
  "DBEF",
  "USA",
  "DUK",
  "EVT",
  "D",
  "EHC",
  null,
  "SONO",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GFS",
  "FITB",
  "ETB",
  null,
  null,
  null,
  "NUVB",
  "GD",
  null,
  "GILD",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "SYBT",
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  null,
  "META",
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  "RBCAA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "DMAC",
  null,
  "BOE",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "STK",
  "IMMP",
  "MPC",
  "WDFC",
  "MMC",
  "MA",
  null,
  "QXO",
  "PODD",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "ESPR",
  "FICO",
  null,
  null,
  "GAB",
  "GE",
  "NVS",
  "OXY",
  null,
  "ORLY",
  "PCAR",
  "AER",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "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,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "VXF",
  "SOUN",
  "MKZR",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "RKLB",
  "HYMC",
  "SCHW",
  "MNST",
  "VWO",
  "ETV",
  null,
  "KYN",
  "IWV",
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "VIG",
  "TSCO",
  "CTM",
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "RMD",
  "HUMA",
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  null,
  "VRTX",
  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,
  null,
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "NIO",
  "CHY",
  null,
  null,
  null,
  null,
  null,
  "AMC",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  null,
  "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,
  null,
  "SCHF",
  null,
  null,
  "SCHA",
  "MSCI",
  "NSC",
  null,
  "IEP",
  null,
  "SO",
  null,
  "TTD",
  "SBSW",
  "SJM",
  null,
  "OTIS",
  "SSD",
  "ROL",
  "CRM",
  null,
  "RDDT",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "ARLP",
  "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 • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 17 of 31

Sort by:

Rocket Lab USA, Inc.

RKLB|773122106

Shares:46.1K

Value:$824.6K

% of Portfolio:0.0% ($824.6K/$2.1B)

HUMANA INC

HUM|444859102

Shares:3.1K

Value:$814.7K

% of Portfolio:0.0% ($814.7K/$2.1B)

FORD MOTOR CO

F|345370860

Shares:80.4K

Value:$806.1K

% of Portfolio:0.0% ($806.1K/$2.1B)

Shell plc

SHEL|780259305

Shares:11.0K

Value:$805.7K

% of Portfolio:0.0% ($805.7K/$2.1B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.0% ($798.4K/$2.1B)

81369Y100

XLB|81369Y100

Shares:9.3K

Value:$796.0K

% of Portfolio:0.0% ($796.0K/$2.1B)

46138J494

Shares:33.6K

Value:$792.0K

% of Portfolio:0.0% ($792.0K/$2.1B)

33738R704

Shares:11.6K

Value:$791.9K

% of Portfolio:0.0% ($791.9K/$2.1B)

316092204

Shares:9.4K

Value:$791.0K

% of Portfolio:0.0% ($791.0K/$2.1B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.4K

Value:$786.8K

% of Portfolio:0.0% ($786.8K/$2.1B)

Eaton Vance Tax-Advantaged Dividend Income Fund

EVT|27828G107

Shares:33.8K

Value:$786.3K

% of Portfolio:0.0% ($786.3K/$2.1B)

921910840

MGV|921910840

Shares:6.1K

Value:$784.6K

% of Portfolio:0.0% ($784.6K/$2.1B)

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:57.3K

Value:$782.1K

% of Portfolio:0.0% ($782.1K/$2.1B)

46138J528

Shares:31.6K

Value:$773.5K

% of Portfolio:0.0% ($773.5K/$2.1B)

46138J510

Shares:32.5K

Value:$768.1K

% of Portfolio:0.0% ($768.1K/$2.1B)

Trade Desk, Inc.

TTD|88339J105

Shares:14.0K

Value:$764.5K

% of Portfolio:0.0% ($764.5K/$2.1B)

78464A763

SDY|78464A763

Shares:5.6K

Value:$759.8K

% of Portfolio:0.0% ($759.8K/$2.1B)

46432F834

IXUS|46432F834

Shares:10.8K

Value:$756.8K

% of Portfolio:0.0% ($756.8K/$2.1B)

ECOLAB INC.

ECL|278865100

Shares:3.0K

Value:$756.7K

% of Portfolio:0.0% ($756.7K/$2.1B)

316092709

Shares:10.9K

Value:$745.7K

% of Portfolio:0.0% ($745.7K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Rocket Lab USA, Inc.(RKLBcusip773122106)	46.1K	QoQ +117.94% (+25.0K) YoY NEW(+46.1K)	All Managers (Combined)	$824.6K	0.0% ($824.6K/$2.1B)	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	0.0% ($814.7K/$2.1B)	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	0.0% ($806.1K/$2.1B)	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	0.0% ($805.7K/$2.1B)	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	0.0% ($798.4K/$2.1B)	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	0.0% ($796.0K/$2.1B)	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	0.0% ($792.0K/$2.1B)	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	0.0% ($791.9K/$2.1B)	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	0.0% ($791.0K/$2.1B)	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	0.0% ($786.8K/$2.1B)	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	0.0% ($786.3K/$2.1B)	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	0.0% ($784.6K/$2.1B)	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	0.0% ($782.1K/$2.1B)	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	0.0% ($773.5K/$2.1B)	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	0.0% ($768.1K/$2.1B)	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	0.0% ($764.5K/$2.1B)	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	0.0% ($759.8K/$2.1B)	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	0.0% ($756.8K/$2.1B)	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	0.0% ($756.7K/$2.1B)	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	0.0% ($745.7K/$2.1B)	QoQ +4.81% (+$34.2K) YoY NEW(+$745.7K)