Meridian-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "ENVX",
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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,
  null,
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  null,
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  null,
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  "SCHX",
  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,
  null,
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  "BMY",
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  null,
  "IJT",
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  null,
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  "XOM",
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  "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

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CLOROX CO /DE/

CLX|189054109

Shares:2.5K

Value:$367.1K

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:2.0K

Value:$366.6K

M&T BANK CORP

MTB|55261F104

Shares:2.0K

Value:$366.0K

33739Q200

Shares:7.4K

Value:$365.3K

464288877

Shares:6.1K

Value:$362.1K

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:18.2K

Value:$360.6K

HAWKINS INC

HWKN|420261109

Shares:3.4K

Value:$357.8K

NATIONAL GRID PLC

NGG|636274409

Shares:5.3K

Value:$349.7K

CARVANA CO.

CVNA|146869102

Shares:1.7K

Value:$348.3K

Monster Beverage Corp

MNST|61174X109

Shares:5.9K

Value:$346.7K

33939L860

Shares:5.1K

Value:$346.4K

MOODYS CORP /DE/

MCO|615369105

Shares:740

Value:$344.5K

CSX CORP

CSX|126408103

Shares:11.7K

Value:$344.3K

464288356

Shares:6.1K

Value:$343.0K

464288760

Shares:2.2K

Value:$340.5K

NIO Inc.

NIO|62914V106

Shares:88.9K

Value:$338.6K

921946794

VYMI|921946794

Shares:4.6K

Value:$338.2K

09789C846

Shares:6.8K

Value:$337.2K

09789C820

Shares:7.0K

Value:$335.8K

Edwards Lifesciences Corp

EW|28176E108

Shares:4.6K

Value:$333.5K

Instrument	Shares		Other Manager	Value
CLOROX CO /DE/(CLXcusip189054109)	2.5K	QoQ +0.20% (-5) YoY -46.81% (-2.2K)	All Managers (Combined)	$367.1K	QoQ -9.15% (-$37.0K) YoY -48.85% (-$350.6K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	2.0K	QoQ +9.47% (-173) YoY NEW(+2.0K)	All Managers (Combined)	$366.6K	QoQ -9.10% (-$36.7K) YoY NEW(+$366.6K)
M&T BANK CORP(MTBcusip55261F104)	2.0K	QoQ +14.66% (+262) YoY NEW(+2.0K)	All Managers (Combined)	$366.0K	QoQ +9.02% (+$30.3K) YoY NEW(+$366.0K)
(cusip33739Q200)✕	7.4K	QoQ -54.34% (-8.8K) YoY NEW(+7.4K)	All Managers (Combined)	$365.3K	QoQ -53.88% (-$426.8K) YoY NEW(+$365.3K)
(cusip464288877)✕	6.1K	QoQ -17.12% (-1.3K) YoY -36.08% (-3.5K)	All Managers (Combined)	$362.1K	QoQ -6.90% (-$26.8K) YoY -30.74% (-$160.8K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	18.2K	QoQ +1.42% (+256) YoY NEW(+18.2K)	All Managers (Combined)	$360.6K	QoQ +5.81% (+$19.8K) YoY NEW(+$360.6K)
HAWKINS INC(HWKNcusip420261109)	3.4K	QoQ 0.00% (-0) YoY NEW(+3.4K)	All Managers (Combined)	$357.8K	QoQ -13.65% (-$56.6K) YoY NEW(+$357.8K)
NATIONAL GRID PLC(NGGcusip636274409)	5.3K	QoQ -5.52% (-312) YoY -2.87% (-158)	All Managers (Combined)	$349.7K	QoQ +4.31% (-$14.5K) YoY -6.60% (-$24.8K)
CARVANA CO.(CVNAcusip146869102)	1.7K	QoQ -0.29% (-5) YoY NEW(+1.7K)	All Managers (Combined)	$348.3K	QoQ +2.50% (-$8.5K) YoY NEW(+$348.3K)
Monster Beverage Corp(MNSTcusip61174X109)	5.9K	QoQ -1.62% (-98) YoY NEW(+5.9K)	All Managers (Combined)	$346.7K	QoQ +9.52% (-$30.2K) YoY NEW(+$346.7K)
(cusip33939L860)✕	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$346.4K	QoQ -3.10% (-$11.1K) YoY NEW(+$346.4K)
MOODYS CORP /DE/(MCOcusip615369105)	740	QoQ +18.40% (+115) YoY NEW(+740)	All Managers (Combined)	$344.5K	QoQ +16.48% (+$48.8K) YoY NEW(+$344.5K)
CSX CORP(CSXcusip126408103)	11.7K	QoQ +2.87% (-327) YoY -1.79% (-214)	All Managers (Combined)	$344.3K	QoQ -6.17% (-$22.6K) YoY -22.03% (-$97.3K)
(cusip464288356)✕	6.1K	QoQ +40.76% (+1.8K) YoY NEW(+6.1K)	All Managers (Combined)	$343.0K	QoQ +38.30% (+$95.0K) YoY NEW(+$343.0K)
(cusip464288760)✕	2.2K	QoQ -0.26% (-6) YoY -23.96% (-701)	All Managers (Combined)	$340.5K	QoQ +5.06% (-$16.4K) YoY -11.75% (-$45.4K)
NIO Inc.(NIOcusip62914V106)	88.9K	QoQ +0.28% (-250) YoY NEW(+88.9K)	All Managers (Combined)	$338.6K	QoQ -12.36% (-$47.8K) YoY NEW(+$338.6K)
(VYMIcusip921946794)	4.6K	QoQ -22.96% (-1.4K) YoY NEW(+4.6K)	All Managers (Combined)	$338.2K	QoQ -16.36% (-$66.2K) YoY NEW(+$338.2K)
(cusip09789C846)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$337.2K	QoQ NEW(+$337.2K) YoY NEW(+$337.2K)
(cusip09789C820)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$335.8K	QoQ NEW(+$335.8K) YoY NEW(+$335.8K)
Edwards Lifesciences Corp(EWcusip28176E108)	4.6K	QoQ -0.13% (-6) YoY NEW(+4.6K)	All Managers (Combined)	$333.5K	QoQ -2.22% (-$7.6K) YoY NEW(+$333.5K)