Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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

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ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:14.0K

Value:$477.7K

% of Portfolio:0.0% ($477.7K/$2.1B)

BlackRock, Inc.

BLK|09290D101

Shares:502

Value:$475.2K

% of Portfolio:0.0% ($475.2K/$2.1B)

03073E105

Shares:1.7K

Value:$470.6K

% of Portfolio:0.0% ($470.6K/$2.1B)

78464A631

Shares:2.9K

Value:$469.2K

% of Portfolio:0.0% ($469.2K/$2.1B)

78464A755

Shares:8.3K

Value:$465.2K

% of Portfolio:0.0% ($465.2K/$2.1B)

464286608

Shares:8.7K

Value:$464.6K

% of Portfolio:0.0% ($464.6K/$2.1B)

46137V563

Shares:21.6K

Value:$463.8K

% of Portfolio:0.0% ($463.8K/$2.1B)

92189F700

Shares:6.8K

Value:$461.7K

% of Portfolio:0.0% ($461.7K/$2.1B)

921932869

Shares:4.4K

Value:$458.3K

% of Portfolio:0.0% ($458.3K/$2.1B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:9.2K

Value:$452.8K

% of Portfolio:0.0% ($452.8K/$2.1B)

464288810

Shares:7.5K

Value:$451.3K

% of Portfolio:0.0% ($451.3K/$2.1B)

78464A839

Shares:5.7K

Value:$441.3K

% of Portfolio:0.0% ($441.3K/$2.1B)

TARGET CORP

TGT|87612E106

Shares:4.2K

Value:$440.7K

% of Portfolio:0.0% ($440.7K/$2.1B)

46641Q134

Shares:6.8K

Value:$433.5K

% of Portfolio:0.0% ($433.5K/$2.1B)

MSCI Inc.

MSCI|55354G100

Shares:762

Value:$430.8K

% of Portfolio:0.0% ($430.8K/$2.1B)

ROLLINS INC

ROL|775711104

Shares:8.0K

Value:$430.5K

% of Portfolio:0.0% ($430.5K/$2.1B)

808524706

Shares:15.5K

Value:$427.4K

% of Portfolio:0.0% ($427.4K/$2.1B)

33734X184

Shares:10.4K

Value:$427.0K

% of Portfolio:0.0% ($427.0K/$2.1B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:432

Value:$426.8K

% of Portfolio:0.0% ($426.8K/$2.1B)

46429B747

Shares:4.1K

Value:$425.0K

% of Portfolio:0.0% ($425.0K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	14.0K	QoQ +8.07% (+1.0K) YoY +23.94% (+2.7K)	All Managers (Combined)	$477.7K	0.0% ($477.7K/$2.1B)	QoQ +17.65% (+$71.7K) YoY +45.01% (+$148.3K)
BlackRock, Inc.(BLKcusip09290D101)	502	QoQ +6.80% (-32) YoY NEW(+502)	All Managers (Combined)	$475.2K	0.0% ($475.2K/$2.1B)	QoQ -1.33% (-$6.4K) YoY NEW(+$475.2K)
(cusip03073E105)✕	1.7K	QoQ +0.11% (+2) YoY NEW(+1.7K)	All Managers (Combined)	$470.6K	0.0% ($470.6K/$2.1B)	QoQ +23.91% (+$90.8K) YoY NEW(+$470.6K)
(cusip78464A631)✕	2.9K	QoQ -3.31% (-100) YoY NEW(+2.9K)	All Managers (Combined)	$469.2K	0.0% ($469.2K/$2.1B)	QoQ -6.30% (-$31.6K) YoY NEW(+$469.2K)
(cusip78464A755)✕	8.3K	QoQ +31.24% (+2.0K) YoY NEW(+8.3K)	All Managers (Combined)	$465.2K	0.0% ($465.2K/$2.1B)	QoQ +29.47% (+$105.9K) YoY NEW(+$465.2K)
(cusip464286608)✕	8.7K	QoQ -14.48% (-1.5K) YoY -8.41% (-802)	All Managers (Combined)	$464.6K	0.0% ($464.6K/$2.1B)	QoQ -3.52% (-$17.0K) YoY -4.48% (-$21.8K)
(cusip46137V563)✕	21.6K	QoQ -82.50% (-101.9K) YoY NEW(+21.6K)	All Managers (Combined)	$463.8K	0.0% ($463.8K/$2.1B)	QoQ -82.33% (-$2.2M) YoY NEW(+$463.8K)
(cusip92189F700)✕	6.8K	QoQ 0.00% (+0) YoY NEW(+6.8K)	All Managers (Combined)	$461.7K	0.0% ($461.7K/$2.1B)	QoQ +5.22% (+$22.9K) YoY NEW(+$461.7K)
(cusip921932869)✕	4.4K	QoQ +0.02% (-1) YoY NEW(+4.4K)	All Managers (Combined)	$458.3K	0.0% ($458.3K/$2.1B)	QoQ -8.42% (-$42.2K) YoY NEW(+$458.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	9.2K	QoQ +8.33% (+706) YoY -14.77% (-1.6K)	All Managers (Combined)	$452.8K	0.0% ($452.8K/$2.1B)	QoQ +8.23% (+$34.4K) YoY -35.27% (-$246.7K)
(cusip464288810)✕	7.5K	QoQ 0.00% (+0) YoY -13.62% (-1.2K)	All Managers (Combined)	$451.3K	0.0% ($451.3K/$2.1B)	QoQ +3.15% (+$13.8K) YoY -11.27% (-$57.3K)
(cusip78464A839)✕	5.7K	QoQ -0.05% (-3) YoY NEW(+5.7K)	All Managers (Combined)	$441.3K	0.0% ($441.3K/$2.1B)	QoQ -3.97% (-$18.3K) YoY NEW(+$441.3K)
TARGET CORP(TGTcusip87612E106)	4.2K	QoQ +0.82% (-34) YoY NEW(+4.2K)	All Managers (Combined)	$440.7K	0.0% ($440.7K/$2.1B)	QoQ -20.95% (-$116.9K) YoY NEW(+$440.7K)
(cusip46641Q134)✕	6.8K	QoQ -18.83% (-1.6K) YoY NEW(+6.8K)	All Managers (Combined)	$433.5K	0.0% ($433.5K/$2.1B)	QoQ -11.61% (-$56.9K) YoY NEW(+$433.5K)
MSCI Inc.(MSCIcusip55354G100)	762	QoQ +12.88% (+87) YoY NEW(+762)	All Managers (Combined)	$430.8K	0.0% ($430.8K/$2.1B)	QoQ +6.31% (+$25.6K) YoY NEW(+$430.8K)
ROLLINS INC(ROLcusip775711104)	8.0K	QoQ +0.50% (+40) YoY NEW(+8.0K)	All Managers (Combined)	$430.5K	0.0% ($430.5K/$2.1B)	QoQ +17.15% (+$63.0K) YoY NEW(+$430.5K)
(cusip808524706)✕	15.5K	QoQ -5.97% (-985) YoY NEW(+15.5K)	All Managers (Combined)	$427.4K	0.0% ($427.4K/$2.1B)	QoQ -2.66% (-$11.7K) YoY NEW(+$427.4K)
(cusip33734X184)✕	10.4K	QoQ 0.00% (+0) YoY NEW(+10.4K)	All Managers (Combined)	$427.0K	0.0% ($427.0K/$2.1B)	QoQ +8.41% (+$33.1K) YoY NEW(+$427.0K)
W.W. GRAINGER, INC.(GWWcusip384802104)	432	QoQ +24.85% (+86) YoY +10.48% (+41)	All Managers (Combined)	$426.8K	0.0% ($426.8K/$2.1B)	QoQ +17.01% (+$62.0K) YoY +7.28% (+$29.0K)
(cusip46429B747)✕	4.1K	QoQ -4.01% (-172) YoY NEW(+4.1K)	All Managers (Combined)	$425.0K	0.0% ($425.0K/$2.1B)	QoQ -1.28% (-$5.5K) YoY NEW(+$425.0K)