Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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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

Page 23 of 31

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AppLovin Corp

APP|03831W108

Shares:1.6K

Value:$423.8K

% of Portfolio:0.0% ($423.8K/$2.1B)

ENBRIDGE INC

ENB|29250N105

Shares:9.6K

Value:$423.8K

% of Portfolio:0.0% ($423.8K/$2.1B)

ALLSTATE CORP

ALL|020002101

Shares:2.0K

Value:$422.0K

% of Portfolio:0.0% ($422.0K/$2.1B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:51.9K

Value:$421.4K

% of Portfolio:0.0% ($421.4K/$2.1B)

SEMPRA

SRE|816851109

Shares:5.9K

Value:$420.9K

% of Portfolio:0.0% ($420.9K/$2.1B)

US BANCORP \DE\

USB|902973304

Shares:10.0K

Value:$420.5K

% of Portfolio:0.0% ($420.5K/$2.1B)

464287150

ITOT|464287150

Shares:3.4K

Value:$420.1K

% of Portfolio:0.0% ($420.1K/$2.1B)

464287689

IWV|464287689

Shares:1.3K

Value:$420.0K

% of Portfolio:0.0% ($420.0K/$2.1B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.8K

Value:$418.8K

% of Portfolio:0.0% ($418.8K/$2.1B)

Encompass Health Corp

EHC|29261A100

Shares:4.1K

Value:$415.3K

% of Portfolio:0.0% ($415.3K/$2.1B)

33939L746

Shares:6.5K

Value:$413.3K

% of Portfolio:0.0% ($413.3K/$2.1B)

CINTAS CORP

CTAS|172908105

Shares:2.0K

Value:$412.9K

% of Portfolio:0.0% ($412.9K/$2.1B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.2K

Value:$411.6K

% of Portfolio:0.0% ($411.6K/$2.1B)

921932844

Shares:4.5K

Value:$411.0K

% of Portfolio:0.0% ($411.0K/$2.1B)

464287796

Shares:8.3K

Value:$410.2K

% of Portfolio:0.0% ($410.2K/$2.1B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:2.1K

Value:$409.3K

% of Portfolio:0.0% ($409.3K/$2.1B)

PACCAR INC

PCAR|693718108

Shares:4.2K

Value:$408.7K

% of Portfolio:0.0% ($408.7K/$2.1B)

46429B663

Shares:3.4K

Value:$408.6K

% of Portfolio:0.0% ($408.6K/$2.1B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.7K

Value:$408.0K

% of Portfolio:0.0% ($408.0K/$2.1B)

DOW INC.

DOW|260557103

Shares:11.7K

Value:$407.7K

% of Portfolio:0.0% ($407.7K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AppLovin Corp(APPcusip03831W108)	1.6K	QoQ +21.58% (-284) YoY NEW(+1.6K)	All Managers (Combined)	$423.8K	0.0% ($423.8K/$2.1B)	QoQ -0.51% (-$2.2K) YoY NEW(+$423.8K)
ENBRIDGE INC(ENBcusip29250N105)	9.6K	QoQ -2.03% (-199) YoY NEW(+9.6K)	All Managers (Combined)	$423.8K	0.0% ($423.8K/$2.1B)	QoQ +2.29% (-$9.5K) YoY NEW(+$423.8K)
ALLSTATE CORP(ALLcusip020002101)	2.0K	QoQ -8.07% (-179) YoY NEW(+2.0K)	All Managers (Combined)	$422.0K	0.0% ($422.0K/$2.1B)	QoQ -1.26% (-$5.4K) YoY NEW(+$422.0K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	51.9K	QoQ -40.85% (-35.8K) YoY NEW(+51.9K)	All Managers (Combined)	$421.4K	0.0% ($421.4K/$2.1B)	QoQ -75.79% (-$1.3M) YoY NEW(+$421.4K)
SEMPRA(SREcusip816851109)	5.9K	QoQ +10.53% (-562) YoY NEW(+5.9K)	All Managers (Combined)	$420.9K	0.0% ($420.9K/$2.1B)	QoQ -10.08% (-$47.2K) YoY NEW(+$420.9K)
US BANCORP \DE\(USBcusip902973304)	10.0K	QoQ +0.84% (-83) YoY NEW(+10.0K)	All Managers (Combined)	$420.5K	0.0% ($420.5K/$2.1B)	QoQ -10.98% (-$51.9K) YoY NEW(+$420.5K)
(ITOTcusip464287150)	3.4K	QoQ -0.34% (-12) YoY +3.89% (+129)	All Managers (Combined)	$420.1K	0.0% ($420.1K/$2.1B)	QoQ -5.47% (-$24.4K) YoY +9.95% (+$38.0K)
(IWVcusip464287689)	1.3K	QoQ 0.00% (-0) YoY +0.07% (+1)	All Managers (Combined)	$420.0K	0.0% ($420.0K/$2.1B)	QoQ -4.96% (-$22.0K) YoY +5.94% (+$23.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.8K	QoQ -0.05% (-1) YoY -1.61% (-29)	All Managers (Combined)	$418.8K	0.0% ($418.8K/$2.1B)	QoQ +0.85% (-$3.6K) YoY -8.56% (-$39.2K)
Encompass Health Corp(EHCcusip29261A100)	4.1K	QoQ 0.00% (+0) YoY NEW(+4.1K)	All Managers (Combined)	$415.3K	0.0% ($415.3K/$2.1B)	QoQ +9.66% (+$36.6K) YoY NEW(+$415.3K)
(cusip33939L746)✕	6.5K	QoQ 0.00% (-0) YoY NEW(+6.5K)	All Managers (Combined)	$413.3K	0.0% ($413.3K/$2.1B)	QoQ -3.90% (-$16.8K) YoY NEW(+$413.3K)
CINTAS CORP(CTAScusip172908105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$412.9K	0.0% ($412.9K/$2.1B)	QoQ NEW(+$412.9K) YoY NEW(+$412.9K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.2K	QoQ -1.00% (-12) YoY NEW(+1.2K)	All Managers (Combined)	$411.6K	0.0% ($411.6K/$2.1B)	QoQ +1.63% (-$6.6K) YoY NEW(+$411.6K)
(cusip921932844)✕	4.5K	QoQ +0.24% (-11) YoY NEW(+4.5K)	All Managers (Combined)	$411.0K	0.0% ($411.0K/$2.1B)	QoQ -3.43% (-$14.6K) YoY NEW(+$411.0K)
(cusip464287796)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$410.2K	0.0% ($410.2K/$2.1B)	QoQ NEW(+$410.2K) YoY NEW(+$410.2K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	2.1K	QoQ -8.09% (-182) YoY -8.62% (-195)	All Managers (Combined)	$409.3K	0.0% ($409.3K/$2.1B)	QoQ -19.15% (-$97.0K) YoY -4.65% (-$20.0K)
PACCAR INC(PCARcusip693718108)	4.2K	QoQ +10.73% (+407) YoY +34.07% (+1.1K)	All Managers (Combined)	$408.7K	0.0% ($408.7K/$2.1B)	QoQ +3.64% (+$14.4K) YoY +5.37% (+$20.8K)
(cusip46429B663)✕	3.4K	QoQ +0.62% (+21) YoY NEW(+3.4K)	All Managers (Combined)	$408.6K	0.0% ($408.6K/$2.1B)	QoQ +8.55% (+$32.2K) YoY NEW(+$408.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.7K	QoQ +10.62% (+451) YoY -58.43% (-6.6K)	All Managers (Combined)	$408.0K	0.0% ($408.0K/$2.1B)	QoQ +14.19% (+$50.7K) YoY -69.37% (-$924.1K)
DOW INC.(DOWcusip260557103)	11.7K	QoQ -14.54% (-2.0K) YoY -86.85% (-77.1K)	All Managers (Combined)	$407.7K	0.0% ($407.7K/$2.1B)	QoQ -25.63% (-$140.6K) YoY -92.05% (-$4.7M)