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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Meridian-Wealth-Management
Data Enrichment
68% identified421 identified199 unidentified
Holdings
620 positions • $2.1B total value
Manager:
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Page 2 of 31
92189F676
Shares:67.7K
Value:$14.3M
% of Portfolio:0.7% ($14.3M/$2.1B)
Shares:54.1K
Value:$13.4M
% of Portfolio:0.7% ($13.4M/$2.1B)
69374H881
Shares:227.7K
Value:$12.5M
% of Portfolio:0.6% ($12.5M/$2.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Alphabet Inc.(GOOGcusip02079K107) | 96.8K | YoY NEW(+96.8K) | All Managers (Combined) | $15.1M | 0.7% ($15.1M/$2.1B) | YoY NEW(+$15.1M) |
| 28.4K | QoQ -2.75% (-806)YoY NEW(+28.4K) | All Managers (Combined) | $14.6M | 0.7% ($14.6M/$2.1B) | YoY NEW(+$14.6M) | |
(cusip92189F676)✕ | 67.7K | YoY NEW(+67.7K) | All Managers (Combined) | $14.3M | 0.7% ($14.3M/$2.1B) | YoY NEW(+$14.3M) |
Walmart Inc.(WMTcusip931142103) | 160.1K | YoY NEW(+160.1K) | All Managers (Combined) | $14.1M | 0.7% ($14.1M/$2.1B) | YoY NEW(+$14.1M) |
SPDR GOLD TRUST(GLDcusip78463V107) | 48.7K | YoY NEW(+48.7K) | All Managers (Combined) | $14.0M | 0.7% ($14.0M/$2.1B) | YoY NEW(+$14.0M) |
| 54.1K | All Managers (Combined) | $13.4M | 0.7% ($13.4M/$2.1B) | |||
| 253.7K | YoY NEW(+253.7K) | All Managers (Combined) | $13.0M | 0.6% ($13.0M/$2.1B) | YoY NEW(+$13.0M) | |
CHEVRON CORP(CVXcusip166764100) | 77.0K | All Managers (Combined) | $12.9M | 0.6% ($12.9M/$2.1B) | ||
CATERPILLAR INC(CATcusip149123101) | 39.0K | All Managers (Combined) | $12.9M | 0.6% ($12.9M/$2.1B) | ||
Broadcom Inc.(AVGOcusip11135F101) | 76.4K | YoY NEW(+76.4K) | All Managers (Combined) | $12.8M | 0.6% ($12.8M/$2.1B) | YoY NEW(+$12.8M) |
HOME DEPOT, INC.(HDcusip437076102) | 34.5K | All Managers (Combined) | $12.6M | 0.6% ($12.6M/$2.1B) | ||
(cusip69374H881)✕ | 227.7K | YoY NEW(+227.7K) | All Managers (Combined) | $12.5M | 0.6% ($12.5M/$2.1B) | YoY NEW(+$12.5M) |
| 59.5K | All Managers (Combined) | $11.9M | 0.6% ($11.9M/$2.1B) | |||
SHOPIFY INC.(SHOPcusip82509L107) | 123.5K | YoY NEW(+123.5K) | All Managers (Combined) | $11.8M | 0.6% ($11.8M/$2.1B) | YoY NEW(+$11.8M) |
| 201.7K | All Managers (Combined) | $11.8M | 0.6% ($11.8M/$2.1B) | |||
| 319.5K | YoY NEW(+319.5K) | All Managers (Combined) | $11.6M | 0.6% ($11.6M/$2.1B) | YoY NEW(+$11.6M) | |
| 187.4K | YoY NEW(+187.4K) | All Managers (Combined) | $11.6M | 0.6% ($11.6M/$2.1B) | YoY NEW(+$11.6M) | |
| 41.8K | YoY NEW(+41.8K) | All Managers (Combined) | $11.5M | 0.6% ($11.5M/$2.1B) | YoY NEW(+$11.5M) | |
| 563.0K | YoY NEW(+563.0K) | All Managers (Combined) | $11.1M | 0.5% ($11.1M/$2.1B) | YoY NEW(+$11.1M) | |
| 516.2K | QoQ -0.11% (-607)YoY NEW(+516.2K) | All Managers (Combined) | $11.1M | 0.5% ($11.1M/$2.1B) | YoY NEW(+$11.1M) |