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

Page 27 of 31

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CENOVUS ENERGY INC.

CVE|15135U109

Shares:21.5K

Value:$299.2K

% of Portfolio:0.0% ($299.2K/$2.1B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:4.2K

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$2.1B)

78468R408

Shares:11.8K

Value:$297.0K

% of Portfolio:0.0% ($297.0K/$2.1B)

Bank of New York Mellon Corp

BK|064058100

Shares:3.5K

Value:$296.9K

% of Portfolio:0.0% ($296.9K/$2.1B)

CALAMOS CONVERTIBLE & HIGH INCOME FUND

CHY|12811P108

Shares:29.1K

Value:$293.6K

% of Portfolio:0.0% ($293.6K/$2.1B)

HALLIBURTON CO

HAL|406216101

Shares:11.5K

Value:$291.9K

% of Portfolio:0.0% ($291.9K/$2.1B)

81369Y852

Shares:3.0K

Value:$290.7K

% of Portfolio:0.0% ($290.7K/$2.1B)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:1.7K

Value:$290.3K

% of Portfolio:0.0% ($290.3K/$2.1B)

MERCADOLIBRE INC

MELI|58733R102

Shares:145

Value:$282.4K

% of Portfolio:0.0% ($282.4K/$2.1B)

37954Y483

Shares:17.0K

Value:$282.2K

% of Portfolio:0.0% ($282.2K/$2.1B)

316092402

Shares:11.0K

Value:$282.2K

% of Portfolio:0.0% ($282.2K/$2.1B)

VALVOLINE INC

VVV|92047W101

Shares:8.1K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$2.1B)

45782C375

Shares:7.8K

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$2.1B)

92206C664

VTWO|92206C664

Shares:3.4K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$2.1B)

EQUIFAX INC

EFX|294429105

Shares:1.1K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$2.1B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:4.6K

Value:$273.2K

% of Portfolio:0.0% ($273.2K/$2.1B)

46432F396

MTUM|46432F396

Shares:1.3K

Value:$272.3K

% of Portfolio:0.0% ($272.3K/$2.1B)

25459Y694

Shares:1.7K

Value:$270.6K

% of Portfolio:0.0% ($270.6K/$2.1B)

Constellation Energy Corp

CEG|21037T109

Shares:1.3K

Value:$269.5K

% of Portfolio:0.0% ($269.5K/$2.1B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:2.5K

Value:$268.7K

% of Portfolio:0.0% ($268.7K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CENOVUS ENERGY INC.(CVEcusip15135U109)	21.5K	QoQ 0.00% (-0) YoY NEW(+21.5K)	All Managers (Combined)	$299.2K	0.0% ($299.2K/$2.1B)	QoQ -8.18% (-$26.7K) YoY NEW(+$299.2K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	4.2K	QoQ +0.71% (-30) YoY NEW(+4.2K)	All Managers (Combined)	$298.1K	0.0% ($298.1K/$2.1B)	QoQ -2.29% (-$7.0K) YoY NEW(+$298.1K)
(cusip78468R408)✕	11.8K	QoQ -3.19% (-390) YoY NEW(+11.8K)	All Managers (Combined)	$297.0K	0.0% ($297.0K/$2.1B)	QoQ -3.54% (-$10.9K) YoY NEW(+$297.0K)
Bank of New York Mellon Corp(BKcusip064058100)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$296.9K	0.0% ($296.9K/$2.1B)	QoQ NEW(+$296.9K) YoY NEW(+$296.9K)
CALAMOS CONVERTIBLE & HIGH INCOME FUND(CHYcusip12811P108)	29.1K	QoQ -1.87% (-555) YoY NEW(+29.1K)	All Managers (Combined)	$293.6K	0.0% ($293.6K/$2.1B)	QoQ -18.36% (-$66.0K) YoY NEW(+$293.6K)
HALLIBURTON CO(HALcusip406216101)	11.5K	QoQ +51.14% (+3.9K) YoY -37.88% (-7.0K)	All Managers (Combined)	$291.9K	0.0% ($291.9K/$2.1B)	QoQ +41.03% (+$84.9K) YoY -60.02% (-$438.2K)
(cusip81369Y852)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$290.7K	0.0% ($290.7K/$2.1B)	QoQ NEW(+$290.7K) YoY NEW(+$290.7K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	1.7K	QoQ +6.09% (-100) YoY NEW(+1.7K)	All Managers (Combined)	$290.3K	0.0% ($290.3K/$2.1B)	QoQ -2.02% (-$6.0K) YoY NEW(+$290.3K)
MERCADOLIBRE INC(MELIcusip58733R102)	145	QoQ +1.39% (+2) YoY NEW(+145)	All Managers (Combined)	$282.4K	0.0% ($282.4K/$2.1B)	QoQ +16.33% (+$39.7K) YoY NEW(+$282.4K)
(cusip37954Y483)✕	17.0K	QoQ +13.63% (+2.0K) YoY NEW(+17.0K)	All Managers (Combined)	$282.2K	0.0% ($282.2K/$2.1B)	QoQ +3.72% (+$10.1K) YoY NEW(+$282.2K)
(cusip316092402)✕	11.0K	QoQ +5.33% (+559) YoY NEW(+11.0K)	All Managers (Combined)	$282.2K	0.0% ($282.2K/$2.1B)	QoQ +12.88% (+$32.2K) YoY NEW(+$282.2K)
VALVOLINE INC(VVVcusip92047W101)	8.1K	QoQ +5.81% (+443) YoY NEW(+8.1K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$2.1B)	QoQ +1.81% (+$5.0K) YoY NEW(+$280.5K)
(cusip45782C375)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$2.1B)	QoQ NEW(+$278.8K) YoY NEW(+$278.8K)
(VTWOcusip92206C664)	3.4K	QoQ +51.15% (+1.2K) YoY NEW(+3.4K)	All Managers (Combined)	$275.3K	0.0% ($275.3K/$2.1B)	QoQ +36.46% (+$73.6K) YoY NEW(+$275.3K)
EQUIFAX INC(EFXcusip294429105)	1.1K	QoQ +0.17% (-2) YoY +0.71% (-8)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$2.1B)	QoQ -4.27% (-$12.2K) YoY -8.33% (-$24.9K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$273.2K	0.0% ($273.2K/$2.1B)	QoQ NEW(+$273.2K) YoY NEW(+$273.2K)
(MTUMcusip46432F396)	1.3K	QoQ -0.22% (-3) YoY NEW(+1.3K)	All Managers (Combined)	$272.3K	0.0% ($272.3K/$2.1B)	QoQ -2.53% (-$7.1K) YoY NEW(+$272.3K)
(cusip25459Y694)✕	1.7K	QoQ -1.72% (-30) YoY NEW(+1.7K)	All Managers (Combined)	$270.6K	0.0% ($270.6K/$2.1B)	QoQ +2.93% (-$7.7K) YoY NEW(+$270.6K)
Constellation Energy Corp(CEGcusip21037T109)	1.3K	QoQ +14.56% (+170) YoY NEW(+1.3K)	All Managers (Combined)	$269.5K	0.0% ($269.5K/$2.1B)	QoQ +3.24% (+$8.5K) YoY NEW(+$269.5K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	2.5K	QoQ -36.81% (-1.5K) YoY NEW(+2.5K)	All Managers (Combined)	$268.7K	0.0% ($268.7K/$2.1B)	QoQ -45.30% (-$222.5K) YoY NEW(+$268.7K)