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 19 of 31

Sort by:

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:11.8K

Value:$661.9K

% of Portfolio:0.0% ($661.9K/$2.1B)

464287754

Shares:5.1K

Value:$660.6K

% of Portfolio:0.0% ($660.6K/$2.1B)

ASML HOLDING NV

ASML|N07059210

Shares:991

Value:$656.4K

% of Portfolio:0.0% ($656.4K/$2.1B)

464287788

Shares:5.8K

Value:$654.6K

% of Portfolio:0.0% ($654.6K/$2.1B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:13.0K

Value:$654.2K

% of Portfolio:0.0% ($654.2K/$2.1B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:9.9K

Value:$648.5K

% of Portfolio:0.0% ($648.5K/$2.1B)

81369Y704

Shares:4.9K

Value:$646.0K

% of Portfolio:0.0% ($646.0K/$2.1B)

464285204

Shares:11.0K

Value:$645.7K

% of Portfolio:0.0% ($645.7K/$2.1B)

464287671

IUSG|464287671

Shares:5.1K

Value:$642.0K

% of Portfolio:0.0% ($642.0K/$2.1B)

316092303

Shares:12.4K

Value:$636.0K

% of Portfolio:0.0% ($636.0K/$2.1B)

46137V464

Shares:5.6K

Value:$633.4K

% of Portfolio:0.0% ($633.4K/$2.1B)

FASTENAL CO

FAST|311900104

Shares:8.2K

Value:$633.2K

% of Portfolio:0.0% ($633.2K/$2.1B)

78468R853

Shares:15.5K

Value:$632.2K

% of Portfolio:0.0% ($632.2K/$2.1B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:11.3K

Value:$621.6K

% of Portfolio:0.0% ($621.6K/$2.1B)

464288570

Shares:6.0K

Value:$617.9K

% of Portfolio:0.0% ($617.9K/$2.1B)

Castellum, Inc.

CTM|14838T204

Shares:580.8K

Value:$615.6K

% of Portfolio:0.0% ($615.6K/$2.1B)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.4K

Value:$612.7K

% of Portfolio:0.0% ($612.7K/$2.1B)

97717X669

Shares:7.5K

Value:$601.7K

% of Portfolio:0.0% ($601.7K/$2.1B)

33733E203

Shares:3.5K

Value:$595.1K

% of Portfolio:0.0% ($595.1K/$2.1B)

Texas Pacific Land Corp

TPL|88262P102

Shares:449

Value:$594.9K

% of Portfolio:0.0% ($594.9K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	11.8K	QoQ 0.00% (-0) YoY -2.74% (-332)	All Managers (Combined)	$661.9K	0.0% ($661.9K/$2.1B)	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	0.0% ($660.6K/$2.1B)	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	0.0% ($656.4K/$2.1B)	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	0.0% ($654.6K/$2.1B)	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	0.0% ($654.2K/$2.1B)	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	0.0% ($648.5K/$2.1B)	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	0.0% ($646.0K/$2.1B)	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	0.0% ($645.7K/$2.1B)	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	0.0% ($642.0K/$2.1B)	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	0.0% ($636.0K/$2.1B)	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	0.0% ($633.4K/$2.1B)	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	0.0% ($633.2K/$2.1B)	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	0.0% ($632.2K/$2.1B)	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	0.0% ($621.6K/$2.1B)	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	0.0% ($617.9K/$2.1B)	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	0.0% ($615.6K/$2.1B)	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	0.0% ($612.7K/$2.1B)	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	0.0% ($601.7K/$2.1B)	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	0.0% ($595.1K/$2.1B)	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	0.0% ($594.9K/$2.1B)	QoQ +138.02% (+$345.0K) YoY NEW(+$594.9K)