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 • $2,065,706.771K total value

620 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 20 of 31

Sort by:

33739Q408

Shares:9.8K

Value:$585.4K

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:922

Value:$584.6K

14020Y201

Shares:21.5K

Value:$577.2K

NEWMONT Corp /DE/

NEM|651639106

Shares:11.9K

Value:$576.4K

CME GROUP INC.

CME|12572Q105

Shares:2.2K

Value:$576.3K

46429B697

USMV|46429B697

Shares:6.1K

Value:$572.7K

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.4K

Value:$567.3K

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.1K

Value:$563.4K

COMCAST CORP

CMCSA|20030N101

Shares:15.2K

Value:$561.7K

97717W422

Shares:12.8K

Value:$561.0K

464287556

Shares:4.3K

Value:$555.4K

AUTOZONE INC

AZO|053332102

Shares:146

Value:$555.3K

Mondelez International, Inc.

MDLZ|609207105

Shares:8.1K

Value:$552.7K

464287663

IUSV|464287663

Shares:5.9K

Value:$547.1K

GLOBALFOUNDRIES Inc.

GFS|G39387108

Shares:14.7K

Value:$541.6K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.0K

Value:$541.1K

MCCORMICK & CO INC

MKC|579780206

Shares:6.6K

Value:$539.3K

TWILIO INC

TWLO|90138F102

Shares:5.5K

Value:$537.3K

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:923

Value:$536.6K

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:454

Value:$536.1K

Instrument	Shares		Other Manager	Value
(cusip33739Q408)✕	9.8K	QoQ -39.22% (-6.3K) YoY NEW(+9.8K)	All Managers (Combined)	$585.4K	QoQ -39.15% (-$376.8K) YoY NEW(+$585.4K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	922	QoQ 0.00% (-0) YoY NEW(+922)	All Managers (Combined)	$584.6K	QoQ -10.96% (-$72.0K) YoY NEW(+$584.6K)
(cusip14020Y201)✕	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$577.2K	QoQ NEW(+$577.2K) YoY NEW(+$577.2K)
NEWMONT Corp /DE/(NEMcusip651639106)	11.9K	QoQ -0.89% (-108) YoY +1.40% (+165)	All Managers (Combined)	$576.4K	QoQ +28.55% (-$128.0K) YoY +36.59% (+$154.4K)
CME GROUP INC.(CMEcusip12572Q105)	2.2K	QoQ -1.45% (-32) YoY NEW(+2.2K)	All Managers (Combined)	$576.3K	QoQ +12.60% (-$64.5K) YoY NEW(+$576.3K)
(USMVcusip46429B697)	6.1K	QoQ -2.23% (-140) YoY NEW(+6.1K)	All Managers (Combined)	$572.7K	QoQ +3.12% (-$17.4K) YoY NEW(+$572.7K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.4K	QoQ +2.35% (+77) YoY NEW(+3.4K)	All Managers (Combined)	$567.3K	QoQ +14.77% (+$73.0K) YoY NEW(+$567.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.1K	QoQ -3.65% (-43) YoY NEW(+1.1K)	All Managers (Combined)	$563.4K	QoQ -7.84% (-$48.0K) YoY NEW(+$563.4K)
COMCAST CORP(CMCSAcusip20030N101)	15.2K	QoQ +3.44% (+507) YoY NEW(+15.2K)	All Managers (Combined)	$561.7K	QoQ +1.70% (+$9.4K) YoY NEW(+$561.7K)
(cusip97717W422)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$561.0K	QoQ NEW(+$561.0K) YoY NEW(+$561.0K)
(cusip464287556)✕	4.3K	QoQ -6.44% (-299) YoY -12.06% (-596)	All Managers (Combined)	$555.4K	QoQ -9.50% (-$58.3K) YoY -18.05% (-$122.3K)
AUTOZONE INC(AZOcusip053332102)	146	QoQ 0.00% (+0) YoY -12.04% (-20)	All Managers (Combined)	$555.3K	QoQ +19.07% (+$89.0K) YoY +6.13% (-$32.1K)
Mondelez International, Inc.(MDLZcusip609207105)	8.1K	QoQ -1.28% (-106) YoY -18.17% (-1.8K)	All Managers (Combined)	$552.7K	QoQ +12.13% (-$59.8K) YoY -20.68% (-$144.1K)
(IUSVcusip464287663)	5.9K	QoQ +3.74% (+214) YoY -6.63% (-421)	All Managers (Combined)	$547.1K	QoQ +3.40% (+$18.0K) YoY -4.72% (-$27.1K)
GLOBALFOUNDRIES Inc.(GFScusipG39387108)	14.7K	QoQ -6.65% (-1.0K) YoY NEW(+14.7K)	All Managers (Combined)	$541.6K	QoQ -19.70% (-$132.9K) YoY NEW(+$541.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.0K	QoQ -1.27% (-64) YoY -8.14% (-439)	All Managers (Combined)	$541.1K	QoQ +16.94% (-$78.4K) YoY +16.57% (-$76.9K)
MCCORMICK & CO INC(MKCcusip579780206)	6.6K	QoQ +0.07% (+5) YoY -8.17% (-583)	All Managers (Combined)	$539.3K	QoQ +8.04% (+$40.2K) YoY -1.59% (-$8.7K)
TWILIO INC(TWLOcusip90138F102)	5.5K	QoQ 0.00% (-0) YoY NEW(+5.5K)	All Managers (Combined)	$537.3K	QoQ -9.40% (-$55.8K) YoY NEW(+$537.3K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	923	QoQ +2.89% (+26) YoY NEW(+923)	All Managers (Combined)	$536.6K	QoQ +3.74% (+$19.4K) YoY NEW(+$536.6K)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	454	QoQ -3.60% (-17) YoY +125.87% (+253)	All Managers (Combined)	$536.1K	QoQ -6.97% (-$40.2K) YoY +100.35% (+$268.5K)