Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ARES",
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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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  "O",
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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,
  "IJT",
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  "XOM",
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  "LLY",
  "TSLA",
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  "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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53700T827

Shares:20.9K

Value:$527.5K

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.2K

Value:$527.4K

SYNOPSYS INC

SNPS|871607107

Shares:1.2K

Value:$523.7K

46138J486

Shares:22.6K

Value:$523.2K

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:23.8K

Value:$517.8K

14020W106

Shares:14.5K

Value:$516.6K

92204A876

Shares:3.0K

Value:$511.4K

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:2.2K

Value:$503.0K

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:5.1K

Value:$498.1K

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:6.2K

Value:$495.7K

46138J478

Shares:21.7K

Value:$494.3K

97717X701

Shares:10.3K

Value:$489.6K

NOVARTIS AG

NVS|66987V109

Shares:4.4K

Value:$487.2K

Columbia Seligman Premium Technology Growth Fund, Inc.

STK|19842X109

Shares:17.4K

Value:$485.6K

SCHWAB CHARLES CORP

SCHW|808513105

Shares:6.2K

Value:$484.7K

922021605

Shares:4.9K

Value:$482.7K

92189F536

Shares:27.6K

Value:$479.8K

KKR & Co. Inc.

KKR|48251W104

Shares:4.1K

Value:$479.7K

CARLISLE COMPANIES INC

CSL|142339100

Shares:1.4K

Value:$479.7K

DOMINOS PIZZA INC

DPZ|25754A201

Shares:1.0K

Value:$477.8K

Instrument	Shares		Other Manager	Value
(cusip53700T827)✕	20.9K	QoQ -13.79% (-3.3K) YoY NEW(+20.9K)	All Managers (Combined)	$527.5K	QoQ -16.76% (-$106.2K) YoY NEW(+$527.5K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.2K	QoQ +71.61% (+507) YoY NEW(+1.2K)	All Managers (Combined)	$527.4K	QoQ +87.98% (+$246.8K) YoY NEW(+$527.4K)
SYNOPSYS INC(SNPScusip871607107)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$523.7K	QoQ NEW(+$523.7K) YoY NEW(+$523.7K)
(cusip46138J486)✕	22.6K	QoQ +30.86% (+5.3K) YoY NEW(+22.6K)	All Managers (Combined)	$523.2K	QoQ +29.99% (+$120.7K) YoY NEW(+$523.2K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	23.8K	QoQ +6.26% (-1.4K) YoY NEW(+23.8K)	All Managers (Combined)	$517.8K	QoQ -1.82% (-$9.6K) YoY NEW(+$517.8K)
(cusip14020W106)✕	14.5K	QoQ 0.00% (+0) YoY NEW(+14.5K)	All Managers (Combined)	$516.6K	QoQ +1.07% (+$5.5K) YoY NEW(+$516.6K)
(cusip92204A876)✕	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$511.4K	QoQ +4.52% (+$22.1K) YoY NEW(+$511.4K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	2.2K	QoQ -2.77% (-63) YoY NEW(+2.2K)	All Managers (Combined)	$503.0K	QoQ +18.69% (-$79.2K) YoY NEW(+$503.0K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	5.1K	QoQ 0.00% (-0) YoY -30.27% (-2.2K)	All Managers (Combined)	$498.1K	QoQ -3.98% (-$20.7K) YoY -48.40% (-$467.3K)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	6.2K	QoQ +19.20% (+992) YoY NEW(+6.2K)	All Managers (Combined)	$495.7K	QoQ +0.32% (+$1.6K) YoY NEW(+$495.7K)
(cusip46138J478)✕	21.7K	QoQ +33.04% (+5.4K) YoY NEW(+21.7K)	All Managers (Combined)	$494.3K	QoQ +31.88% (+$119.5K) YoY NEW(+$494.3K)
(cusip97717X701)✕	10.3K	QoQ -0.05% (-6) YoY NEW(+10.3K)	All Managers (Combined)	$489.6K	QoQ +8.53% (-$38.5K) YoY NEW(+$489.6K)
NOVARTIS AG(NVScusip66987V109)	4.4K	QoQ +5.02% (+209) YoY NEW(+4.4K)	All Managers (Combined)	$487.2K	QoQ +20.31% (+$82.3K) YoY NEW(+$487.2K)
Columbia Seligman Premium Technology Growth Fund, Inc.(STKcusip19842X109)	17.4K	QoQ +12.27% (-1.9K) YoY NEW(+17.4K)	All Managers (Combined)	$485.6K	QoQ -1.67% (-$8.2K) YoY NEW(+$485.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	6.2K	QoQ +2.24% (+136) YoY NEW(+6.2K)	All Managers (Combined)	$484.7K	QoQ +8.14% (+$36.5K) YoY NEW(+$484.7K)
(cusip922021605)✕	4.9K	QoQ 0.00% (-0) YoY NEW(+4.9K)	All Managers (Combined)	$482.7K	QoQ -1.14% (-$5.6K) YoY NEW(+$482.7K)
(cusip92189F536)✕	27.6K	QoQ +0.14% (-39) YoY NEW(+27.6K)	All Managers (Combined)	$479.8K	QoQ -2.60% (-$12.8K) YoY NEW(+$479.8K)
KKR & Co. Inc.(KKRcusip48251W104)	4.1K	QoQ +7.54% (-291) YoY NEW(+4.1K)	All Managers (Combined)	$479.7K	QoQ -15.93% (-$90.9K) YoY NEW(+$479.7K)
CARLISLE COMPANIES INC(CSLcusip142339100)	1.4K	QoQ +0.42% (-6) YoY -4.60% (-68)	All Managers (Combined)	$479.7K	QoQ -7.27% (-$37.6K) YoY -17.11% (-$99.1K)
DOMINOS PIZZA INC(DPZcusip25754A201)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$477.8K	QoQ +9.45% (+$41.3K) YoY NEW(+$477.8K)