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

Page 18 of 31

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46432F388

Shares:7.0K

Value:$742.4K

% of Portfolio:0.0% ($742.4K/$2.1B)

CVS HEALTH Corp

CVS|126650100

Shares:10.9K

Value:$739.5K

% of Portfolio:0.0% ($739.5K/$2.1B)

46435G425

ESGU|46435G425

Shares:6.1K

Value:$739.4K

% of Portfolio:0.0% ($739.4K/$2.1B)

Cloudflare, Inc.

NET|18915M107

Shares:6.5K

Value:$733.4K

% of Portfolio:0.0% ($733.4K/$2.1B)

INTUIT INC.

INTU|461202103

Shares:1.2K

Value:$730.1K

% of Portfolio:0.0% ($730.1K/$2.1B)

91288X109

Shares:70.8K

Value:$726.2K

% of Portfolio:0.0% ($726.2K/$2.1B)

33734X119

Shares:11.0K

Value:$721.9K

% of Portfolio:0.0% ($721.9K/$2.1B)

DOMINION ENERGY, INC

D|25746U109

Shares:12.7K

Value:$710.8K

% of Portfolio:0.0% ($710.8K/$2.1B)

LAM RESEARCH CORP

LRCX|512807306

Shares:9.7K

Value:$707.5K

% of Portfolio:0.0% ($707.5K/$2.1B)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:3.4K

Value:$706.8K

% of Portfolio:0.0% ($706.8K/$2.1B)

464287309

IVW|464287309

Shares:7.6K

Value:$705.0K

% of Portfolio:0.0% ($705.0K/$2.1B)

316092873

Shares:12.5K

Value:$701.6K

% of Portfolio:0.0% ($701.6K/$2.1B)

STRYKER CORP

SYK|863667101

Shares:1.9K

Value:$698.5K

% of Portfolio:0.0% ($698.5K/$2.1B)

922020805

Shares:13.9K

Value:$691.9K

% of Portfolio:0.0% ($691.9K/$2.1B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.8K

Value:$687.2K

% of Portfolio:0.0% ($687.2K/$2.1B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:4.0K

Value:$683.1K

% of Portfolio:0.0% ($683.1K/$2.1B)

IMMUTEP Ltd

IMMP|45257L108

Shares:386.6K

Value:$680.5K

% of Portfolio:0.0% ($680.5K/$2.1B)

CBRE GROUP, INC.

CBRE|12504L109

Shares:5.2K

Value:$673.5K

% of Portfolio:0.0% ($673.5K/$2.1B)

92204A504

VHT|92204A504

Shares:2.5K

Value:$662.5K

% of Portfolio:0.0% ($662.5K/$2.1B)

CONOCOPHILLIPS

COP|20825C104

Shares:6.3K

Value:$662.4K

% of Portfolio:0.0% ($662.4K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F388)✕	7.0K	QoQ -10.66% (-831) YoY NEW(+7.0K)	All Managers (Combined)	$742.4K	0.0% ($742.4K/$2.1B)	QoQ -9.78% (-$80.5K) YoY NEW(+$742.4K)
CVS HEALTH Corp(CVScusip126650100)	10.9K	QoQ -6.62% (-775) YoY -51.93% (-11.8K)	All Managers (Combined)	$739.5K	0.0% ($739.5K/$2.1B)	QoQ +40.91% (-$214.7K) YoY -59.17% (-$1.1M)
(ESGUcusip46435G425)	6.1K	QoQ -8.06% (-532) YoY NEW(+6.1K)	All Managers (Combined)	$739.4K	0.0% ($739.4K/$2.1B)	QoQ -12.99% (-$110.4K) YoY NEW(+$739.4K)
Cloudflare, Inc.(NETcusip18915M107)	6.5K	QoQ -7.25% (-509) YoY NEW(+6.5K)	All Managers (Combined)	$733.4K	0.0% ($733.4K/$2.1B)	QoQ -2.93% (-$22.2K) YoY NEW(+$733.4K)
INTUIT INC.(INTUcusip461202103)	1.2K	QoQ -1.97% (-24) YoY -6.08% (-77)	All Managers (Combined)	$730.1K	0.0% ($730.1K/$2.1B)	QoQ -4.23% (-$32.3K) YoY -11.28% (-$92.8K)
(cusip91288X109)✕	70.8K	QoQ -0.26% (-190) YoY NEW(+70.8K)	All Managers (Combined)	$726.2K	0.0% ($726.2K/$2.1B)	QoQ +25.12% (-$145.8K) YoY NEW(+$726.2K)
(cusip33734X119)✕	11.0K	QoQ 0.00% (+0) YoY NEW(+11.0K)	All Managers (Combined)	$721.9K	0.0% ($721.9K/$2.1B)	QoQ +1.99% (+$14.1K) YoY NEW(+$721.9K)
DOMINION ENERGY, INC(Dcusip25746U109)	12.7K	QoQ +6.88% (+816) YoY NEW(+12.7K)	All Managers (Combined)	$710.8K	0.0% ($710.8K/$2.1B)	QoQ +11.26% (+$72.0K) YoY NEW(+$710.8K)
LAM RESEARCH CORP(LRCXcusip512807306)	9.7K	QoQ +1.35% (+130) YoY NEW(+9.7K)	All Managers (Combined)	$707.5K	0.0% ($707.5K/$2.1B)	QoQ +2.01% (+$14.0K) YoY NEW(+$707.5K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	3.4K	QoQ -10.36% (-398) YoY NEW(+3.4K)	All Managers (Combined)	$706.8K	0.0% ($706.8K/$2.1B)	QoQ -20.17% (-$178.6K) YoY NEW(+$706.8K)
(IVWcusip464287309)	7.6K	QoQ -3.79% (-300) YoY -12.73% (-1.1K)	All Managers (Combined)	$705.0K	0.0% ($705.0K/$2.1B)	QoQ -12.04% (-$96.6K) YoY -4.06% (-$29.8K)
(cusip316092873)✕	12.5K	QoQ +3.63% (-437) YoY NEW(+12.5K)	All Managers (Combined)	$701.6K	0.0% ($701.6K/$2.1B)	QoQ -0.67% (-$4.8K) YoY NEW(+$701.6K)
STRYKER CORP(SYKcusip863667101)	1.9K	QoQ -1.62% (-31) YoY NEW(+1.9K)	All Managers (Combined)	$698.5K	0.0% ($698.5K/$2.1B)	QoQ +1.66% (-$11.4K) YoY NEW(+$698.5K)
(cusip922020805)✕	13.9K	QoQ -5.26% (-770) YoY NEW(+13.9K)	All Managers (Combined)	$691.9K	0.0% ($691.9K/$2.1B)	QoQ -2.36% (-$16.8K) YoY NEW(+$691.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.8K	QoQ -1.35% (-38) YoY +0.25% (-7)	All Managers (Combined)	$687.2K	0.0% ($687.2K/$2.1B)	QoQ -3.51% (-$25.0K) YoY -7.33% (-$54.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	4.0K	QoQ +0.10% (+4) YoY NEW(+4.0K)	All Managers (Combined)	$683.1K	0.0% ($683.1K/$2.1B)	QoQ +15.89% (+$93.7K) YoY NEW(+$683.1K)
IMMUTEP Ltd(IMMPcusip45257L108)	386.6K	QoQ -1.90% (-7.5K) YoY NEW(+386.6K)	All Managers (Combined)	$680.5K	0.0% ($680.5K/$2.1B)	QoQ -20.43% (-$174.8K) YoY NEW(+$680.5K)
CBRE GROUP, INC.(CBREcusip12504L109)	5.2K	QoQ -0.80% (-42) YoY NEW(+5.2K)	All Managers (Combined)	$673.5K	0.0% ($673.5K/$2.1B)	QoQ -1.19% (-$8.1K) YoY NEW(+$673.5K)
(VHTcusip92204A504)	2.5K	QoQ -0.19% (-5) YoY NEW(+2.5K)	All Managers (Combined)	$662.5K	0.0% ($662.5K/$2.1B)	QoQ +4.16% (-$26.5K) YoY NEW(+$662.5K)
CONOCOPHILLIPS(COPcusip20825C104)	6.3K	QoQ +18.61% (+990) YoY NEW(+6.3K)	All Managers (Combined)	$662.4K	0.0% ($662.4K/$2.1B)	QoQ +25.61% (+$135.1K) YoY NEW(+$662.4K)