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,
  null,
  null,
  null,
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  null,
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  null,
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  "SCHX",
  null,
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  "SRE",
  "O",
  "SHEL",
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  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
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  null,
  "IJT",
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  null,
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  "GOOG",
  "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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464287762

Shares:5.5K

Value:$333.2K

33740F664

Shares:8.0K

Value:$331.3K

GARMIN LTD

GRMN|H2906T109

Shares:1.5K

Value:$328.0K

464287192

Shares:5.1K

Value:$326.8K

25460G823

Shares:18.7K

Value:$326.2K

464289420

Shares:4.0K

Value:$326.2K

Elevance Health, Inc.

ELV|036752103

Shares:748

Value:$325.5K

REALTY INCOME CORP

O|756109104

Shares:5.6K

Value:$323.7K

78464A698

Shares:5.6K

Value:$320.9K

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:700

Value:$318.4K

BALL Corp

BALL|058498106

Shares:6.1K

Value:$317.5K

464288687

Shares:10.3K

Value:$315.6K

92189F791

GDXJ|92189F791

Shares:5.5K

Value:$315.2K

Otis Worldwide Corp

OTIS|68902V107

Shares:3.0K

Value:$312.5K

INSULET CORP

PODD|45784P101

Shares:1.2K

Value:$310.9K

33733E302

Shares:1.4K

Value:$309.5K

Nuveen Credit Strategies Income Fund

JQC|67073D102

Shares:56.9K

Value:$306.2K

RESMED INC

RMD|761152107

Shares:1.4K

Value:$302.9K

UNITED RENTALS, INC.

URI|911363109

Shares:482

Value:$302.0K

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:620

Value:$300.6K

Instrument	Shares		Other Manager	Value
(cusip464287762)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$333.2K	QoQ NEW(+$333.2K) YoY NEW(+$333.2K)
(cusip33740F664)✕	8.0K	QoQ 0.00% (-0) YoY NEW(+8.0K)	All Managers (Combined)	$331.3K	QoQ -2.65% (-$9.0K) YoY NEW(+$331.3K)
GARMIN LTD(GRMNcusipH2906T109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$328.0K	QoQ NEW(+$328.0K) YoY NEW(+$328.0K)
(cusip464287192)✕	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$326.8K	QoQ -5.23% (-$18.1K) YoY NEW(+$326.8K)
(cusip25460G823)✕	18.7K	QoQ -16.52% (-3.7K) YoY NEW(+18.7K)	All Managers (Combined)	$326.2K	QoQ -35.93% (-$183.0K) YoY NEW(+$326.2K)
(cusip464289420)✕	4.0K	QoQ +0.15% (+6) YoY -18.55% (-904)	All Managers (Combined)	$326.2K	QoQ +4.13% (+$13.0K) YoY -12.29% (-$45.7K)
Elevance Health, Inc.(ELVcusip036752103)	748	QoQ -17.80% (-162) YoY -55.89% (-948)	All Managers (Combined)	$325.5K	QoQ -3.07% (-$10.3K) YoY -62.98% (-$553.9K)
REALTY INCOME CORP(Ocusip756109104)	5.6K	QoQ +2.61% (+142) YoY NEW(+5.6K)	All Managers (Combined)	$323.7K	QoQ +11.44% (+$33.3K) YoY NEW(+$323.7K)
(cusip78464A698)✕	5.6K	QoQ +2.82% (-155) YoY NEW(+5.6K)	All Managers (Combined)	$320.9K	QoQ -3.12% (-$10.4K) YoY NEW(+$320.9K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	700	QoQ 0.00% (-0) YoY -7.52% (-57)	All Managers (Combined)	$318.4K	QoQ -5.32% (-$17.9K) YoY -7.44% (-$25.6K)
BALL Corp(BALLcusip058498106)	6.1K	QoQ -0.42% (-26) YoY NEW(+6.1K)	All Managers (Combined)	$317.5K	QoQ -5.95% (-$20.1K) YoY NEW(+$317.5K)
(cusip464288687)✕	10.3K	QoQ +38.71% (+2.9K) YoY +39.56% (+2.9K)	All Managers (Combined)	$315.6K	QoQ +35.58% (+$82.8K) YoY +33.06% (+$78.4K)
(GDXJcusip92189F791)	5.5K	QoQ -15.36% (-1.0K) YoY NEW(+5.5K)	All Managers (Combined)	$315.2K	QoQ +13.24% (-$36.9K) YoY NEW(+$315.2K)
Otis Worldwide Corp(OTIScusip68902V107)	3.0K	QoQ +1.13% (+34) YoY NEW(+3.0K)	All Managers (Combined)	$312.5K	QoQ +12.72% (+$35.3K) YoY NEW(+$312.5K)
INSULET CORP(PODDcusip45784P101)	1.2K	QoQ +7.34% (+81) YoY NEW(+1.2K)	All Managers (Combined)	$310.9K	QoQ +7.97% (+$23.0K) YoY NEW(+$310.9K)
(cusip33733E302)✕	1.4K	QoQ -0.92% (-13) YoY NEW(+1.4K)	All Managers (Combined)	$309.5K	QoQ -9.48% (-$32.4K) YoY NEW(+$309.5K)
Nuveen Credit Strategies Income Fund(JQCcusip67073D102)	56.9K	QoQ +26.30% (+11.9K) YoY NEW(+56.9K)	All Managers (Combined)	$306.2K	QoQ +19.42% (+$49.8K) YoY NEW(+$306.2K)
RESMED INC(RMDcusip761152107)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$302.9K	QoQ NEW(+$302.9K) YoY NEW(+$302.9K)
UNITED RENTALS, INC.(URIcusip911363109)	482	QoQ NEW(+482) YoY NEW(+482)	All Managers (Combined)	$302.0K	QoQ NEW(+$302.0K) YoY NEW(+$302.0K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	620	QoQ +0.16% (+1) YoY NEW(+620)	All Managers (Combined)	$300.6K	QoQ +20.58% (+$51.3K) YoY NEW(+$300.6K)