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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  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 24 of 31

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COHERENT CORP.

COHR|19247G107

Shares:6.3K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$2.1B)

92189F437

Shares:13.8K

Value:$398.3K

% of Portfolio:0.0% ($398.3K/$2.1B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.3K

Value:$397.5K

% of Portfolio:0.0% ($397.5K/$2.1B)

46434V613

Shares:8.6K

Value:$397.4K

% of Portfolio:0.0% ($397.4K/$2.1B)

REPUBLIC BANCORP INC /KY/

RBCAA|760281204

Shares:6.2K

Value:$394.7K

% of Portfolio:0.0% ($394.7K/$2.1B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:3.6K

Value:$394.1K

% of Portfolio:0.0% ($394.1K/$2.1B)

WD 40 CO

WDFC|929236107

Shares:1.6K

Value:$392.8K

% of Portfolio:0.0% ($392.8K/$2.1B)

78464A300

Shares:5.0K

Value:$392.2K

% of Portfolio:0.0% ($392.2K/$2.1B)

FS KKR Capital Corp

FSK|302635206

Shares:18.5K

Value:$388.4K

% of Portfolio:0.0% ($388.4K/$2.1B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.7K

Value:$387.6K

% of Portfolio:0.0% ($387.6K/$2.1B)

Eos Energy Enterprises, Inc.

EOSE|29415C101

Shares:102.4K

Value:$387.1K

% of Portfolio:0.0% ($387.1K/$2.1B)

Churchill Downs Inc

CHDN|171484108

Shares:3.5K

Value:$386.2K

% of Portfolio:0.0% ($386.2K/$2.1B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:733

Value:$385.7K

% of Portfolio:0.0% ($385.7K/$2.1B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:2.2K

Value:$382.6K

% of Portfolio:0.0% ($382.6K/$2.1B)

33734X150

Shares:5.5K

Value:$382.3K

% of Portfolio:0.0% ($382.3K/$2.1B)

Blackstone Inc.

BX|09260D107

Shares:2.7K

Value:$382.1K

% of Portfolio:0.0% ($382.1K/$2.1B)

92204A306

VDE|92204A306

Shares:2.9K

Value:$379.0K

% of Portfolio:0.0% ($379.0K/$2.1B)

General Motors Co

GM|37045V100

Shares:8.2K

Value:$378.3K

% of Portfolio:0.0% ($378.3K/$2.1B)

NUCOR CORP

NUE|670346105

Shares:3.1K

Value:$376.9K

% of Portfolio:0.0% ($376.9K/$2.1B)

46435G250

Shares:7.9K

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
COHERENT CORP.(COHRcusip19247G107)	6.3K	QoQ -10.69% (-749) YoY NEW(+6.3K)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$2.1B)	QoQ -38.77% (-$257.3K) YoY NEW(+$406.1K)
(cusip92189F437)✕	13.8K	QoQ 0.00% (+0) YoY NEW(+13.8K)	All Managers (Combined)	$398.3K	0.0% ($398.3K/$2.1B)	QoQ +0.66% (+$2.6K) YoY NEW(+$398.3K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	6.3K	QoQ +3.98% (-240) YoY NEW(+6.3K)	All Managers (Combined)	$397.5K	0.0% ($397.5K/$2.1B)	QoQ -3.42% (-$14.1K) YoY NEW(+$397.5K)
(cusip46434V613)✕	8.6K	QoQ -3.68% (-330) YoY NEW(+8.6K)	All Managers (Combined)	$397.4K	0.0% ($397.4K/$2.1B)	QoQ -1.81% (-$7.4K) YoY NEW(+$397.4K)
REPUBLIC BANCORP INC /KY/(RBCAAcusip760281204)	6.2K	QoQ 0.00% (-0) YoY NEW(+6.2K)	All Managers (Combined)	$394.7K	0.0% ($394.7K/$2.1B)	QoQ -8.65% (-$37.4K) YoY NEW(+$394.7K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	3.6K	QoQ +0.02% (+1) YoY -4.53% (-170)	All Managers (Combined)	$394.1K	0.0% ($394.1K/$2.1B)	QoQ +5.15% (+$19.3K) YoY +0.75% (-$2.9K)
WD 40 CO(WDFCcusip929236107)	1.6K	QoQ +3.87% (+60) YoY NEW(+1.6K)	All Managers (Combined)	$392.8K	0.0% ($392.8K/$2.1B)	QoQ +4.43% (+$16.7K) YoY NEW(+$392.8K)
(cusip78464A300)✕	5.0K	QoQ -0.05% (-3) YoY NEW(+5.0K)	All Managers (Combined)	$392.2K	0.0% ($392.2K/$2.1B)	QoQ -10.19% (-$44.5K) YoY NEW(+$392.2K)
FS KKR Capital Corp(FSKcusip302635206)	18.5K	QoQ -13.62% (-2.9K) YoY -22.73% (-5.5K)	All Managers (Combined)	$388.4K	0.0% ($388.4K/$2.1B)	QoQ -16.68% (-$77.8K) YoY -15.12% (-$69.2K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.7K	QoQ +5.27% (+84) YoY NEW(+1.7K)	All Managers (Combined)	$387.6K	0.0% ($387.6K/$2.1B)	QoQ +13.37% (+$45.7K) YoY NEW(+$387.6K)
Eos Energy Enterprises, Inc.(EOSEcusip29415C101)	102.4K	QoQ +2.60% (-2.6K) YoY NEW(+102.4K)	All Managers (Combined)	$387.1K	0.0% ($387.1K/$2.1B)	QoQ -20.19% (-$98.0K) YoY NEW(+$387.1K)
Churchill Downs Inc(CHDNcusip171484108)	3.5K	QoQ +17.82% (-526) YoY +16.13% (+483)	All Managers (Combined)	$386.2K	0.0% ($386.2K/$2.1B)	QoQ -2.00% (-$7.9K) YoY +4.23% (+$15.7K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	733	QoQ -11.25% (-93) YoY NEW(+733)	All Managers (Combined)	$385.7K	0.0% ($385.7K/$2.1B)	QoQ -21.46% (-$105.4K) YoY NEW(+$385.7K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	2.2K	QoQ -0.41% (-9) YoY NEW(+2.2K)	All Managers (Combined)	$382.6K	0.0% ($382.6K/$2.1B)	QoQ -10.65% (-$45.6K) YoY NEW(+$382.6K)
(cusip33734X150)✕	5.5K	QoQ +0.88% (-48) YoY NEW(+5.5K)	All Managers (Combined)	$382.3K	0.0% ($382.3K/$2.1B)	QoQ -6.08% (-$24.8K) YoY NEW(+$382.3K)
Blackstone Inc.(BXcusip09260D107)	2.7K	QoQ -3.35% (-95) YoY NEW(+2.7K)	All Managers (Combined)	$382.1K	0.0% ($382.1K/$2.1B)	QoQ -21.65% (-$105.6K) YoY NEW(+$382.1K)
(VDEcusip92204A306)	2.9K	QoQ -0.54% (-16) YoY NEW(+2.9K)	All Managers (Combined)	$379.0K	0.0% ($379.0K/$2.1B)	QoQ +6.34% (-$22.6K) YoY NEW(+$379.0K)
General Motors Co(GMcusip37045V100)	8.2K	QoQ -9.80% (-886) YoY NEW(+8.2K)	All Managers (Combined)	$378.3K	0.0% ($378.3K/$2.1B)	QoQ -20.19% (-$95.8K) YoY NEW(+$378.3K)
NUCOR CORP(NUEcusip670346105)	3.1K	QoQ +13.68% (+377) YoY -64.16% (-5.6K)	All Managers (Combined)	$376.9K	0.0% ($376.9K/$2.1B)	QoQ +17.22% (+$55.4K) YoY -77.46% (-$1.3M)
(cusip46435G250)✕	7.9K	QoQ +22.58% (+1.5K) YoY NEW(+7.9K)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$2.1B)	QoQ +22.79% (+$69.2K) YoY NEW(+$373.0K)