Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "ENVX",
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  "ARES",
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  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,
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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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  "FNDX",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
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  "SHOP",
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  "ROP",
  "SRE",
  "O",
  "SHEL",
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  "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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  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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  "EW",
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  "X",
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  null,
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  "PEG",
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  "AMC",
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  "DKNG",
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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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  "BALL",
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  "BK",
  "BRK-A",
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  null,
  null,
  "BA",
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  "BMY",
  "AI",
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  "C",
  "CLX",
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  "KO",
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  "CMCSA",
  "CL",
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  "STZ",
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  "CTRA",
  "COST",
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  "DE",
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  "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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CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:11.8K

Value:$661.9K

464287754

Shares:5.1K

Value:$660.6K

ASML HOLDING NV

ASML|N07059210

Shares:991

Value:$656.4K

464287788

Shares:5.8K

Value:$654.6K

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:13.0K

Value:$654.2K

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:9.9K

Value:$648.5K

81369Y704

Shares:4.9K

Value:$646.0K

464285204

Shares:11.0K

Value:$645.7K

464287671

IUSG|464287671

Shares:5.1K

Value:$642.0K

316092303

Shares:12.4K

Value:$636.0K

46137V464

Shares:5.6K

Value:$633.4K

FASTENAL CO

FAST|311900104

Shares:8.2K

Value:$633.2K

78468R853

Shares:15.5K

Value:$632.2K

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:11.3K

Value:$621.6K

464288570

Shares:6.0K

Value:$617.9K

Castellum, Inc.

CTM|14838T204

Shares:580.8K

Value:$615.6K

Motorola Solutions, Inc.

MSI|620076307

Shares:1.4K

Value:$612.7K

97717X669

Shares:7.5K

Value:$601.7K

33733E203

Shares:3.5K

Value:$595.1K

Texas Pacific Land Corp

TPL|88262P102

Shares:449

Value:$594.9K

Instrument	Shares		Other Manager	Value
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	11.8K	QoQ 0.00% (-0) YoY -2.74% (-332)	All Managers (Combined)	$661.9K	QoQ -10.95% (-$81.5K) YoY +7.95% (-$48.8K)
(cusip464287754)✕	5.1K	QoQ -3.44% (-181) YoY -2.66% (-139)	All Managers (Combined)	$660.6K	QoQ -5.85% (-$41.1K) YoY +0.79% (-$5.2K)
ASML HOLDING NV(ASMLcusipN07059210)	991	QoQ +20.70% (+170) YoY NEW(+991)	All Managers (Combined)	$656.4K	QoQ +15.41% (+$87.7K) YoY NEW(+$656.4K)
(cusip464287788)✕	5.8K	QoQ +77.94% (+2.5K) YoY +63.17% (+2.2K)	All Managers (Combined)	$654.6K	QoQ +81.59% (+$294.1K) YoY +92.48% (+$314.5K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	13.0K	QoQ +20.70% (+2.2K) YoY +5468.37% (-12.8K)	All Managers (Combined)	$654.2K	QoQ +0.50% (+$3.3K) YoY -3.81% (-$25.9K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	9.9K	QoQ -8.20% (-888) YoY NEW(+9.9K)	All Managers (Combined)	$648.5K	QoQ -29.82% (-$275.6K) YoY NEW(+$648.5K)
(cusip81369Y704)✕	4.9K	QoQ -0.50% (-25) YoY NEW(+4.9K)	All Managers (Combined)	$646.0K	QoQ -1.02% (-$6.7K) YoY NEW(+$646.0K)
(cusip464285204)✕	11.0K	QoQ -2.56% (-288) YoY -26.07% (-3.9K)	All Managers (Combined)	$645.7K	QoQ +16.03% (-$89.2K) YoY +3.74% (-$23.3K)
(IUSGcusip464287671)	5.1K	QoQ -0.21% (-11) YoY -47.06% (-4.5K)	All Managers (Combined)	$642.0K	QoQ -9.00% (-$63.5K) YoY -42.61% (-$476.6K)
(cusip316092303)✕	12.4K	QoQ -5.84% (-772) YoY +158.07% (+7.6K)	All Managers (Combined)	$636.0K	QoQ -2.60% (-$17.0K) YoY +177.28% (+$406.6K)
(cusip46137V464)✕	5.6K	QoQ -66.86% (-11.2K) YoY NEW(+5.6K)	All Managers (Combined)	$633.4K	QoQ -69.48% (-$1.4M) YoY NEW(+$633.4K)
FASTENAL CO(FASTcusip311900104)	8.2K	QoQ +73.48% (+3.5K) YoY +65.13% (+3.2K)	All Managers (Combined)	$633.2K	QoQ +87.09% (+$294.8K) YoY +66.00% (+$251.8K)
(cusip78468R853)✕	15.5K	QoQ +4.47% (-665) YoY NEW(+15.5K)	All Managers (Combined)	$632.2K	QoQ -5.19% (-$34.6K) YoY NEW(+$632.2K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	11.3K	QoQ +34.14% (+2.9K) YoY NEW(+11.3K)	All Managers (Combined)	$621.6K	QoQ +39.30% (+$175.4K) YoY NEW(+$621.6K)
(cusip464288570)✕	6.0K	QoQ +2.56% (-151) YoY +59.08% (+2.2K)	All Managers (Combined)	$617.9K	QoQ -4.72% (-$30.7K) YoY +65.19% (+$243.9K)
Castellum, Inc.(CTMcusip14838T204)	580.8K	QoQ -1.45% (-8.6K) YoY NEW(+580.8K)	All Managers (Combined)	$615.6K	QoQ -47.77% (-$563.2K) YoY NEW(+$615.6K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.4K	QoQ +7.28% (+95) YoY NEW(+1.4K)	All Managers (Combined)	$612.7K	QoQ +1.61% (+$9.8K) YoY NEW(+$612.7K)
(cusip97717X669)✕	7.5K	QoQ -38.72% (-4.8K) YoY NEW(+7.5K)	All Managers (Combined)	$601.7K	QoQ -39.53% (-$393.4K) YoY NEW(+$601.7K)
(cusip33733E203)✕	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$595.1K	QoQ +2.34% (+$13.7K) YoY NEW(+$595.1K)
Texas Pacific Land Corp(TPLcusip88262P102)	449	QoQ +98.67% (+223) YoY NEW(+449)	All Managers (Combined)	$594.9K	QoQ +138.02% (+$345.0K) YoY NEW(+$594.9K)